Case Study 05
A $4M loan pipeline built from zero in 90 days — first client in week 3.
The Challenge
FreshStart Finance launched as a new mortgage brokerage with zero clients, zero reviews, and zero digital presence. They needed a lead generation system that worked within strict ASIC financial services advertising compliance requirements — ruling out most standard ad copy approaches. They had a 90-day runway to prove the model before needing to raise additional capital.
Our Approach
Developed compliant Meta ad creative — lead generation focused, ASIC-reviewed copy, targeting homeowners aged 28–55 with household income indicators.
Built LinkedIn Lead Gen Form campaigns targeting professionals and business owners in Brisbane and Sydney looking to refinance or invest.
Set up HubSpot CRM from scratch — pipeline stages, lead scoring, automated follow-up sequences, and calendar booking integration.
Built a 5-email lead nurture sequence triggering immediately on form submission — moving cold leads to booked consultations.
Created a compliance-approved landing page with social proof elements, required disclosures, and optimised lead capture form.
Weekly lead quality reviews with the client team — feeding back to ad targeting to progressively improve lead qualification rate.
“In financial services you need a team that understands compliance AND performance. SQRHAUS delivered both. Our pipeline has never been this full.”
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