Keystone Financial

Project Stats:
Total Ad Spend
$48,465
Leads Generated
2,511
Lead-to-Application Rate
83%+
Conclusion:
Triangle helped Keystone Financial create a predictable, scalable funding system — replacing inconsistent campaigns with data-backed growth that converts from first click to funded deal.
Client Testimonial
“Triangle’s system completely changed our inbound process. We’re getting better leads, faster applications, and more consistent results than ever before.”
Lawrence Matthews

How Keystone Financial Generated 2,511 Business Funding Leads with an 83%+ Lead-to-Application Rate

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.

  1. Buyer-Awareness Targeting + Offer Positioning
    Paragon structured messaging and targeting to attract the right business owners — filtering for intent early so lead quality stayed high as volume increased.
  2. High-Converting Funnel Built for Applications
    Paragon built a conversion-focused funnel designed to move prospects from interest to action quickly, with clear steps and minimal friction.
  3. Pre-Qualification with Custom Form Logic
    Paragon implemented form logic to pre-qualify leads during the process, improving efficiency and increasing the percentage of leads that completed an application.
  4. Meta + Google Full-Funnel Campaign System
    Paragon launched and optimized campaigns across Meta and Google with clear performance targets, consistent testing, and ongoing iteration to keep results stable as the system scaled.

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.