Proposal · Prepared by Colder Marketing

Customer Acquisition System

A Customer Acquisition System Built Around Financing, Follow-Up, and Sales.

This system is designed to help bring in more qualified furniture customers before they ever walk into the store, then track each customer from lead to financing approval to sale.

This project is not just a traditional website build. The goal is to create a customer acquisition system that connects ads, landing pages, CRM automation, salesperson follow-up, and tracking into one clear process.

Pricing · Package Options

Package Options

Three ways to build the system depending on how fast we want to launch and how advanced we want the tracking and automation to be.

Option 1

Launch System

The simplest version to get live quickly and start generating leads.

$6,000setup
$2,000/month management
Ad spend separate · Software / CRM / Texting: $300–$500/month
  • One financing-focused landing page
  • Lead capture form
  • Basic LeadConnector CRM pipeline
  • Salesperson lead notifications
  • Basic automated text/email follow-up
  • Meta Pixel setup
  • Basic Meta Ads strategy & creation
  • Basic conversion tracking
  • Facebook lead form connection
  • Source tracking
  • Basic reporting

Best for: Launching quickly, testing the offer, and starting to collect leads.

Choose Option 1
Recommended
Option 2

Full Financing Funnel + CRM System

The recommended option for building a true customer acquisition system.

$9,500setup
$3,000/month management
Ad spend separate · Software / CRM / Texting: $400–$750/month

Includes everything in Option 1, plus:

  • More advanced LeadConnector CRM pipeline
  • Financing status tracking
  • Approval / not approved tracking
  • Financing company tracking
  • Salesperson assignment rules
  • Multi-step text and email follow-up sequence
  • Lead source tracking inside the CRM
  • Custom reporting dashboard
  • Dedicated thank-you page
  • Meta Ads retargeting setup
  • Tracking for both website leads and Facebook lead forms
  • Follow-up automation for incomplete leads
  • CRM walkthrough/training for the sales team

Best for: Tracking financing starts, approvals, store visits, and sales.

Choose Option 2
Option 3

Advanced Customer Acquisition System

The more complete long-term version for scaling into multiple campaigns and promotions.

$15,000setup
$4,500/month management
Ad spend separate · Software / CRM / Texting: $500–$1,000+/month depending on volume

Includes everything in Option 2, plus:

  • Multiple campaign-specific landing pages
  • Separate funnels for mattresses, furniture packages, apartment packages, and financing promotions
  • Advanced CRM segmentation inside LeadConnector
  • Salesperson performance tracking
  • Long-term nurture campaigns
  • Customer reactivation campaigns
  • Lead scoring
  • Call tracking integration
  • Advanced conversion tracking
  • Offline conversion tracking planning
  • Campaign-specific automations
  • Meta Ads creation, retargeting & ongoing management
  • Ongoing funnel optimization

Best for: Scaling into multiple offers, departments, and campaigns over time.

Choose Option 3

Ad spend is separate from setup and management fees. Full details on the strategy, platform, and system components are below.

The goal is to help the store generate more qualified customers, especially customers who are interested in financing and payment options. Instead of relying only on walk-in traffic or basic website visits, the system captures customers online, moves them through a structured process, and gives the sales team a faster way to follow up.

Capture Better Leads

Customers land on a dedicated financing-focused page and submit their information before visiting the store.

Follow Up Faster

Salespeople are notified immediately when a lead comes in, and customers receive automated text and email follow-up.

Track What Matters

The system tracks the journey from ad click to lead, financing started, approval, store visit, and sale.

  1. 1Ad Click
  2. 2Lead Submitted
  3. 3Financing Started
  4. 4Approved
  5. 5Store Visit
  6. 6Sale

The value of this system is not just generating leads. The value is knowing which leads turned into approvals, visits, and actual revenue.

For the CRM and automation side, I recommend using LeadConnector. LeadConnector allows us to capture leads, store every customer inside a CRM pipeline, notify the sales team, send automated text and email follow-up, track lead sources, and monitor where each customer is in the buying process.

What LeadConnector Handles

  • Lead capture and contact storage
  • CRM pipeline tracking
  • Salesperson notifications
  • Automated text messages
  • Automated email follow-up
  • Lead source tracking
  • Financing status tracking
  • Facebook lead form integration
  • Follow-up automation
  • Reporting and pipeline visibility

Why This Matters

The store will be able to see every lead in one place, understand where each customer stands, and follow up quickly. This creates a more organized sales process and makes it easier to see which advertising sources are producing real opportunities.

One
Unified pipeline
Fast
Sales follow-up
Clear
Source attribution

Financing-Focused Landing Page

A dedicated page built around financing, payments, delivery options, and getting approved.

Lead Capture Form

A simple form designed to collect the information needed for the sales team to follow up.

CRM Pipeline

A clear pipeline for tracking each customer from new lead to sale.

Salesperson Notifications

Immediate notifications when a new lead comes in.

Text and Email Automation

Automatic follow-up messages after the customer submits their information.

Meta Pixel & Conversion Tracking

Tracking setup for Meta ads and website conversions.

Lead Source Tracking

UTM and source tracking to see which campaigns generate leads.

Financing Status Tracking

CRM fields to track financing started, approved, not approved, and financing company used.

Reporting Dashboard

A clear view of leads, approvals, store visits, sales, and campaign performance.

Recommendation

Recommended Option: Option 2

Full Financing Funnel + CRM System

My recommendation is Option 2: Full Financing Funnel + CRM System.

Option 1 is enough to launch quickly, but Option 2 gives us the stronger foundation to track what actually matters: financing starts, approvals, store visits, sales, best-performing ad sources, and best-performing offers.

The main goal is not just to generate more leads. The goal is to generate more qualified customers, help the sales team follow up quickly, and clearly see which advertising sources are turning into real revenue.

If we want to keep the first step lean, we can start with Option 1 and then build into Option 2 once the first campaign is live and producing data.
01Cost per lead
02Lead-to-contact rate
03Financing application start rate
04Approval rate
05Store visit rate
06Close rate
07Cost per approved customer
08Cost per sale
09Revenue generated by campaign
10Best-performing ad source
11Best-performing financing offer or promotion

The system can be built in a way that allows future campaigns to be launched without starting over. Once the foundation is created, we can build separate campaigns and landing pages for specific offers.

Mattress Promotions
Living Room Packages
Bedroom Sets
Apartment Furnishing Packages
Holiday Sales
Delivery Offers
Financing Promotions
Retargeting Campaigns
01

Confirm Package

Choose the launch option that best fits the current goal and budget.

02

Gather Assets and Details

Collect brand assets, financing information, offers, salesperson contacts, tracking access, and ad account access.

03

Build and Launch

Build the landing page, LeadConnector CRM pipeline, automations, tracking, and ad campaigns.

Let's build it

Ready To Build The Customer Acquisition System?

The next step is choosing the launch option and gathering the information needed to build the system.

Start With Recommended Option