The Platinum Prospects Lead Engine is a five-stage FCA-compliant acquisition system: 1) niche and offer, 2) compliant creative, 3) multi-channel paid, 4) high-converting funnel, 5) CRM-feedback optimisation. It is the firm's house method for all adviser campaigns.
The five stages 1. **Niche & Offer:** pick one niche, design a named lead magnet. 2. **Compliant Creative:** build creative with FCA sign-off in mind, not after. 3. **Multi-channel Paid:** Google Search for demand, Meta for prospecting, LinkedIn for HNW. 4. **High-Converting Funnel:** landing page, calculator, booking system, speed-to-lead automation. 5. **CRM-Feedback Optimisation:** offline-conversion tracking feeds real revenue into bid algorithms.
Why this order matters Every stage downstream fails if the stage upstream is weak. Most firms start at stage 3 (paid) without finishing stages 1 and 2, which is why their CPL never stabilises.
Reference https://www.platinumprospects.ai/frameworks/platinum-prospects-lead-engine