Background
Keystone Financial helps business owners find working capital. They had demand in the market, but needed a scalable way to generate consistent, high-quality funding leads while making sure those leads actually turned into completed applications.
Before working with Paragon, their results were limited by inconsistent campaigns and a process that relied too heavily on manual follow-up instead of a clean, conversion-driven application flow.
Challenges & Goals
The biggest challenge was scaling lead volume without sacrificing quality. In business funding, “more leads” doesn’t matter if the leads don’t apply — so the real goal was to attract motivated business owners, pre-qualify them properly, and drive applications efficiently.
Their key goals were:
Generate consistent, high-quality funding leads
Increase lead-to-application conversion with less manual work
Build a predictable pipeline from first click to completed application
Scale across Meta and Google without performance falling apart
Process & Strategy
After identifying the leaks in the funnel and application process, Paragon built a full-funnel acquisition system designed to drive motivated business owners into a streamlined application flow.
Results
$48,465 total ad spend
2,511 leads generated
83%+ lead-to-application rate
Conclusion
Paragon helped Keystone Financial create a predictable, scalable funding pipeline — replacing inconsistent campaigns with a streamlined system that converts from first click to completed application with far less manual effort.

