Powering Stax Capital’s Growth: webdew’s Omni-Channel Marketing Execution in Action

Project Overview

What were the client’s requirements?

Stax Capital approached us with a clear goal: increase the number of registrations on their SaaS marketplace. Since registrations served as the first step in their lead funnel, improving this metric was crucial to boosting overall lead conversion rates. They needed a strategy that not only drove qualified traffic to the platform but also optimized the user journey to encourage sign-ups. Additionally, they sought to:

• Improve website and marketplace visibility through targeted campaigns.
• Enhance user experience and content clarity to reduce drop-offs.

How We Did It: The webdew Execution Plan

To achieve Stax Capital’s goals, we implemented a multichannel marketing strategy powered by HubSpot. This included a mix of SEO, email marketing, content creation, PPC, and video campaigns. We closely tracked performance using HubSpot analytics, continuously optimizing campaigns based on real-time insights. Each channel was aligned to drive registrations, nurture leads, and maximize ROI.

The Marketing Channels That Moved the Needle

We executed a full-funnel marketing strategy leveraging the following channels:

• PPC Advertising (Google & Facebook Ads)

The initial campaigns were launched targeting high-intent keywords related to 1031 Exchange and DSTs.

Then, custom Landing Pages were developed for each offer (e.g., 1031 DST LP and Marketplace Registration LP) to align with ad groups and maximize Quality Score. Facebook ads were added later to expand reach and nurture interest through retargeting.(By Promoting Guides and Ebooks).

• SEO (Search Engine Optimization)

We conducted on-page and technical SEO for Stax Capital’s core landing pages. We built blog content clusters around DSTs, 1031 exchange rules, tax deferral strategies, and alternative investments to improve organic traffic and domain authority.

• Social Media Marketing

We ensured regular content publishing on LinkedIn and Facebook that focused on educational content, industry updates, and investment tips. We used paid efforts to leverage organic posts by retargeting ad viewers.

• Email Marketing & Lead Nurturing

We made sure that prospects who registered via landing pages were enrolled in multi-step HubSpot workflows. This resulted in a significant step in streamlining the leads. Email content included educational guides, case studies, product-specific investment decks, and calendar links for advisor consultations.

• Content Marketing

We created detailed blogs, downloadable investment guides, compliance-driven FAQs, and real investor case studies. Purpose-built assets were used to nurture leads based on their lifecycle stage in HubSpot.

Leveraging HubSpot To Manage Our Campaign

We integrated Google and Facebook Ads directly into HubSpot, enabling real-time lead syncing and clear source attribution. Every interaction was logged on contact timelines, powering behavior-based segmentation and retargeting. With automated lifecycle stages and lead scoring, high-intent leads triggered sales tasks instantly streamlining follow-up and improving conversion potential.

• Google and Facebook Ads were integrated into HubSpot

This allowed seamless lead syncing and real-time visibility into source attribution. Every ad interaction was logged on contact timelines, allowing for precise behavior-based segmentation and retargeting.

• Lifecycle Stage Automation

Leads were automatically assigned stages like Lead, Marketing Qualified, Sales Qualified, or Investor based on form submissions, asset downloads, and booking actions.

• Lead Scoring & Task Assignment

Custom lead scoring was implemented based on user behavior (e.g., multiple page visits, repeat video views). When a lead crossed a score threshold, a task was automatically created for the sales team.

Our Successful PPC Campaign

The most successful campaign executed for Stax Capital was the Google Ads campaign. It drives traffic to the Marketplace Registration Landing Page, a high-conversion offer designed to encourage qualified leads to register and explore exclusive investment opportunities.

Objective:

Our objective was to generate high-quality investor leads by directing traffic to the Marketplace Registration page, where visitors could gain access to Stax Capital curated selection of 1031 DSTs and private market investment offerings.

Keyword Targeting – We focused on high-intent, transactional search terms such as “1031 exchange investment platform,” “DST real estate marketplace,” and “1031 exchange investment opportunities.”

Ad Copy & Structure – Ads were written to emphasize exclusivity, no-obligation access to listings, and expert-curated investment options. Utilized sitelinks (e.g., “Learn About DSTs,” “Schedule a Call”), callouts (“Tax-Deferred Strategies,” “Trusted Advisors”), and structured snippets.

Landing Page Optimization – Continuous testing and refinement based on Microsoft Clarity heatmaps and user journey recordings helped improve headline clarity, reduce friction in forms, and increase mobile responsiveness. These efforts led to improved conversion flow and overall engagement.

HubSpot Integration – Google Ads was fully connected to HubSpot to ensure accurate tracking of campaign source, lead lifecycle stage assignment, and trigger-based nurturing workflows upon form submission.

Final Performance After Optimization

Marketplace Registration(Search Ads)

• Impressions 51,406
• Clicks 2,137
• Click-Through Rate 4.16%
• Cost Per Click (CPC) $4.63
• Conversions (Leads) 48
• Conversion Rate 2.27%
• Total Cost $9,799.27
• Cost Per Conversion $204.15

Display Remarketing – Marketplace LP

• Impressions 60,121
• Clicks 825
• Click-Through Rate 1.37%
• Cost Per Click (CPC) $0.50
• Conversions (Leads) 20
• Conversion Rate 2.42%
• Total Cost $416.23
• Cost Per Conversion $20.81

Role of Content Marketing and Video Marketing in Campaign Execution

Content served both top-of-funnel awareness and bottom-of-funnel conversion goals.

Top-of-Funnel (Awareness) – Attracting New Visitors – We planned on creating educational blog articles about 1031 Exchange, DSTs and investment planning to capture organic traffic.

Viewers of these videos can be segmented as new prospects or top-of-funnel leads seeking information.

Mid-Funnel – At the mid-funnel stage, our focus was on nurturing engaged prospects and moving them closer to conversion. Informational guides (e.g., “The 1031 DST Guide”) helped warm up leads.

Also, blog retargeting through Meta Ads improved lead quality and campaign ROI. Additionally, viewers can be tagged as warm leads who are actively researching and comparing solutions.

Bottom-of-Funnel – At the bottom of the funnel, our goal was to convert high-intent leads into customers. Detailed case studies and FAQs built trust and assisted in compliance-aligned decision-making.

Tracking Success: How We Measured Campaign Impact

We used HubSpot Analytics with UTM tracking to monitor lead sources, campaign performance, and attribution across all touchpoints. Weekly reports highlighted key metrics like CPL, CTR, and conversion rates, segmented by device, location, and keywords. Microsoft Clarity provided behavioral insights through heatmaps and scroll tracking, helping us identify and fix friction points. Continuous CRO efforts, including A/B testing of headlines, CTAs, and form design, significantly improved landing page performance.

• HubSpot Analytics – All campaigns were tagged and tracked using HubSpot UTM parameters. Lead source, first-touch, and last-touch attribution were automatically tracked in contact records.

• Weekly Reporting – The reports included were Cost Per Lead, CTR, Conversion Rates, CPL per Channel,. Apart from that, conversion data was segmented by device, location, and keyword group to optimize ad spend.

• Microsoft Clarity – It was integrated to analyze heatmaps, scroll depth, and click behavior on landing pages. It identified friction points like CTA placement or form abandonments which were addressed via A/B testing.

• Conversion Rate Optimization (CRO) -We tested multiple headline and CTA variants on landing pages to determine what resonated best with users. While the form design was simplified and shortened based on insights from heatmap data to reduce drop-offs and improve conversion rates.

Refining Our Approach Based on Hubspot Analytics

Using HubSpot insights, we refined our strategy by pausing underperforming keywords and scaling high-converting ad groups. Lead behavior data informed segmentation and personalized follow-ups, while email nurture sequences were restructured to deliver more value early, aligning with the 7-day average lead-to-call timeline.

• Keyword and Ad Group Optimization – Based on CPL and lifecycle stage conversion rates, we paused underperforming keywords and scaled top-performers.

• Segmentation Tweaks – High-performing leads (those booking calls) were identified by behavior and segmented for custom follow-ups with the sales team.

• Nurture Timeline Refinement – Data showed the average time from lead to call booking was ~7 days. We adjusted email sequences to front-load more value in the first 72 hours post-lead generation.

ROI from Our Marketing and Video Efforts

Our video content has significantly improved engagement metrics across the funnel. We’ve seen:

• Higher-qualified traffic from organic and referral sources due to educational videos ranking well and being shared.

• A significant increase in time-on-site, indicating stronger user interest and content relevance.

• Videos focused on decision-stage topics have led to a noticeable uplift in consultation bookings and lead quality.

• Email campaigns with embedded videos showed much higher click-through rates compared to text-only campaigns.

Overall, our video marketing has not only increased visibility but also helped drive measurable conversions and streamline lead qualification.

Overall Challenges and Difficulties

• Simplifying Complex Financial Concepts – Explaining DSTs and 1031 exchanges in a way that’s clear, compliant, and engaging for non-expert investors was a major creative challenge.

• Targeting the Right Audience Segments – Reaching high-net-worth individuals actively considering tax-deferral strategies required precise targeting and list segmentation, especially across platforms like YouTube, LinkedIn, and email.

• Balancing Compliance with Creativity – Financial regulations limited how benefits could be communicated, which restricted storytelling and required legal review of each video script.

• Attribution and ROI Tracking – It was difficult to directly attribute leads or conversions to specific videos due to multi-touch customer journeys and longer sales cycles.

• Content Production at Scale – Maintaining consistent quality, tone, and messaging across a full video series required significant planning, resources, and expert availability.

Results

Our integrated marketing approach for Stax Capital delivered high-quality investor leads through a strategic blend of performance marketing, automated nurturing, content-driven education, and data-centric optimization.

The video campaign played a key role by simplifying complex topics like DSTs and 1031 exchanges, which helped pre-qualify leads and improve conversion rates. Featuring firm principals in the videos enhanced trust and positioned Stax Capital as a credible authority in the investment space. 

By leveraging real-time HubSpot integrations and behavioral insights from tools like Microsoft Clarity, we continually refined targeting and messaging, resulting in improved engagement and a higher return on ad spend.

Feedback

Stax Capital praised webdew for playing a pivotal role in enhancing their marketing strategy. They highlighted webdew’s ability to simplify complex financial topics through compelling video content that effectively engaged their target audience.

The seamless integration of HubSpot and the use of behavioral tools like Microsoft Clarity enabled continuous optimization and precise targeting. As a result, Stax Capital saw noticeable improvements in lead quality, user engagement, and conversion rates.

They commended webdew for delivering not just creative assets, but a performance-driven, scalable marketing system aligned with their business objectives. Reach your audience wherever they are with webdew’s data-driven omni-channel campaigns, Contact us!