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Funnel

The same offer, and the same numbers, from the ad to the call

The short answer

An MCA funnel has four links — the ad, the landing page, the conversion event and the sales process — and a merchant only gets across if all four make the same offer with the same numbers. A line of credit in the ad and an MCA on the page, or up to $20 million in the ad and $10K on the page, breaks the chain. Our example ads that each produced 250 qualified leads all say $500K because the page they send traffic to does.

On this page
  1. Four links in one chain
  2. Where it usually breaks
  3. Questions brokers ask

Every broker agrees the ad and the page should match, and very few funnels actually do. The ad is written by whoever makes the creative, the page by whoever built the funnel and the script by the sales manager, and nobody reads all three in a row the way a merchant meets them. Our creative checklist puts the rule as plainly as it can: the same numbers as the landing page.

Congruency across the funnel, at 5:35. Chapters and transcript
Whiteboard line with a green tick: “same numbers as the landing page — congruency across your entire funnel”.
Third on the list of things every creative includes.
LinkWhat it has to repeat
The adOne product, one amount, one merchant
The landing pageThe same product and the same amount, at the top of the page
The conversion eventAn application for the thing the ad offered
The sales processThe offer the merchant clicked on, from the first line of the call

We think of it as a bridge. The merchant has to get from seeing the ad to a funded file, and every link has to hold for them to get across. You cannot talk about lines of credit in the ad, advertise MCAs on the landing page and talk about something else again in the sales process. You cannot say up to $20 million in funding in the ad and then $10K on the page. Each mismatch is a point where the merchant who arrived for the first offer decides this is not it, and leaves.

Three ad creatives side by side. A black card reading “Business owners needing capital” above a phone notification: “Deposit — $500,000.00 deposited to your business account”, then “See how much you’re approved for” and a “Check your amount” button. A restaurant ad, brand name blacked out: “Funding built for restaurants. Restaurant funding up to $500,000. Approval in as little as 24 hours. Get my quote”, above a photo of a restaurant kitchen. A photo of a nail salon with text laid over it: “Business owners. Running your business on 24% credit cards? A business line of credit costs less. Up to $500K. Click to compare your rates.”
Three ads, three angles, one number. Each says $500K because the page all of the traffic goes to says $500K.

Those three each produced at least 250 qualified leads, and they have almost nothing in common except the number. One is a black card with a deposit notification, one is a restaurant ad over a kitchen, one is a situation laid over a nail salon. The angle changes from ad to ad; the offer the merchant lands on does not.

Where it usually breaks

  • The amount. Creative that tests a bigger number than the page states. Change the page first, or do not run the ad.
  • The product. An ad for a line of credit sending traffic to a page written for advances. The page has to offer what the ad offered, in the same words.
  • The revenue figure. The ad names at least double the revenue you want, and the page should say the same figure. Only the form’s revenue band sits at the real floor: the ad and the page shape who arrives, and the form decides who counts.
  • The call. A rep who opens with the product they would rather sell instead of the one the merchant asked about. The first thirty seconds should pick up the offer the merchant clicked on.

None of this needs a tool. Read the ad, the page and the first line of the script in a row, in the order a merchant meets them, and every link that says something different is a leak. The rest of what goes into the ad is on the creative checklist.

Questions brokers ask

What is offer congruency in a sales funnel?

Every step making the same offer with the same numbers: the ad, the landing page, the application and the sales call. A merchant who clicks on one offer and meets a different one at the next step leaves.

Should my MCA landing page match my Facebook ad?

Exactly, on the product and the numbers. If the ad says a business line of credit up to $500K, the page says a business line of credit up to $500K, at the top, in the same words. Our best-performing ads all say $500K because the page they point to does.

Can I advertise a bigger funding amount than my landing page offers?

No. A merchant who clicked on up to $20 million and lands on a page offering $10K decides the page is not for them and leaves. Put the page’s real number in the ad, or change the page first.

Why is my landing page conversion rate low when my ads get clicks?

Often because the page is not saying what the ad said. A good click-through rate followed by 2 or 3% on the page usually means a broken promise between the two, or too much friction on the form.

Does the sales call need to match the ad as well?

Yes. It is the last link in the chain. A rep who opens on a different product from the one the merchant clicked on undoes the ad, the page and the application in a sentence.

AM

Alex Makowski

Founder, Infinite Bookings

Runs the lead generation operation behind Infinite Bookings — paid traffic, the funding application, and the delivery pipeline that puts records into brokers’ CRMs.

Reachable directly at alex@infinitebookings.com or 732-609-7182.

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