PROJECT

Adam Fayed – Expat Wealth Management
Global Booking System for High-Net-Worth Expats

‍

OVERVIEW

Adam Fayed is a globally recognised financial adviser serving high-net-worth expats. With a strong media profile and authority across key markets, Adam partnered with Bloom to transform his lead generation into a scalable client acquisition machine.

We delivered a performance-driven paid media strategy paired with a bespoke automation and CRM system designed to attract, qualify, and convert affluent expats across Asia, Africa, and Europe.

‍

PROBLEM

Adam’s digital funnel had high potential but lacked precision targeting and automation at scale.

Through Bloom’s campaigns, we exceeded every major benchmark in the financial services sector:

‍

• 7.98% CTR (vs. 1.5–1.8% average)
• AED 0.89 CPC (~USD 0.24), 70–85% below market
• 9.9% lead-to-booking conversion rate (double the industry norm)
• AED 555 (~USD 151) cost per booked call, far below the USD 200–350 benchmark

‍

To capitalise on this efficiency, we built a high-conversion infrastructure to support advanced targeting, intelligent nurturing, and fully trackable performance.

‍

SOLUTION

We designed a conversion ecosystem combining high-performance campaigns with Lead Flow CRM’s full technical capabilities.

‍

Omnichannel Paid Media
Campaigns across Meta, LinkedIn, and Quora targeting job roles, financial status, and expat-specific interests by region.

‍

Lead Flow CRM Deployment
Complete CRM system built from the ground up including custom pipelines, automations, dashboards, lead scoring logic, dynamic segmentation, tagging frameworks, and lead routing.

‍

Custom Email Sequences
Advanced multi-branch nurture flows built using conditional logic and lead scoring to personalise communication by user behaviour, wealth bracket, and region.

‍

Advanced Analytics & Server-Side Tracking

• Full Meta Conversions API setup via Stape
• Server-side event triggers via Google Tag Manager (GTM)
• Clean data pipeline integration with GA4, custom event mapping, and tracking dashboards
• Custom GTM containers for UTM tracking, attribution, and funnel performance insights

‍

Qualification Funnels
Multi-step landing forms that filter leads by asset level, income, urgency, and investment interest—automatically routing qualified leads into booking workflows.

‍

Advanced AI SDR Integration
Email and LinkedIn agent sequences that engage, follow up, qualify, and hand off only high-value leads for booked calls.

‍

OUTCOME

With Bloom’s strategic and technical execution, Adam’s business is now equipped to convert and scale across key international markets.

‍

• 202 qualified leads captured after 1 month of running.
• 25–50% lower cost per booking than industry average after month 1.
• Custom CRM now handles lead intake, routing, nurturing, and follow-up at scale
• Full analytics stack ensures real-time performance tracking and ROI optimisation
• Infrastructure is scalable and ready to roll out across additional global markets

‍

SERVICES

• Paid Media Strategy (Meta, LinkedIn, Quora)
• Full Lead Flow CRM Build & Custom Automation System
• Email Nurture Sequences with Branching Logic & Scoring
• Multi-Step Funnels & Booking Workflows
• Audience Segmentation & Data Acquisition
• Server-Side Tagging (Stape, GTM) & Meta CAPI Integration
• Advanced AI SDR Messaging Sequences (Email & LinkedIn)
• Custom Dashboards, Tagging, Lead Routing & Attribution
• Conversion Rate Optimisation (CRO) & Funnel Strategy