Feed booked-fee and AUM-onboarded events back to Meta/Google, bid on revenue not leads, and optimise towards clients with 200k+ pounds pot / HNW postcodes.
LTV-first stack
1. CRM flags high-value stage events (fee-signed, AUM over X) 2. Server-side conversion API pushes these back with fee value 3. Meta/Google bid strategies set to Value, not Leads 4. Custom columns in reporting show cost per HNW-client, not cost per lead
Impact
CPL rises 30-60%, cost per high-value client drops 40-70%.