Lead pipeline built for financial services.powered by Orchid.

Orchid is our self-learning data loop. It connects the entire deal pipeline, from the first ad to the closed deal, and feeds every outcome back in.

Leads that close, from a loop that learns.

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Your adsVideo · Images · Copy
Meta
24,810
Google
1,284
TikTok
18,360
YouTube
31,620
Your CRM

Calls and deal outcomes.

Booked→Showed→Won
Orchid
Business funding Buying signal found

“Friday’s payroll is the deadline.” Lead with funding timing, not the maximum loan amount.

Reviewing call

Full-service pipeline development.

From first click to closed deal.

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$2M

spent every month
on ads we create.

Creative performance
Ad performance screenshot with individual creative spend and a total of $2,126,572.84.

Ad creation

Financial decisions take trust. We’ve studied, tested and refined our approach into a creative formula that helps people understand your offer, believe in its value and feel confident taking the next step.

Landing page
Tax-resolution landing page graphic with an advisor portrait and consultation imagery.

Funnel creation

Get qualified prospects onto your calendar. We build landing pages that earn trust, prequalification flows that screen for fit and custom booking systems that make the next step easy—so your team spends less time talking to unqualified leads and more time closing the right ones.

A small ASCII orchid on a stemOrchid
Call recordings
Deal outcomes
Sales teamCloser activity
Your CRM

Smart CRM

Stop chasing updates. Start moving deals forward. We automate CRM hygiene, organize deal activity and fill in missing context from sales conversations—so your team knows what happened, what’s holding a deal back and what to do next. Get a clearer forecast and see who has room for more leads, so you can plan ahead and assign work with confidence.

Connected to your existing CRM
Salesforce
HighLevel
Centrex
Query my pipelineSample · last 30 days
Explore your industry 01 / 04Business funding

Orchid

Uncover what’s holding your close rate back—and what your best conversations get right. Orchid surfaces customer concerns, tracks how often they come up and reveals the approaches your strongest closers use to move deals forward. Turn those insights into coaching the whole team can act on.

Case studies

See what a connected pipeline can build.

PIPELINE LABS / SELECTED WORK

A closer look
at the impact.

Every business has a story.
Pick a card to explore it.

01 / 03
PIPELINE LABSCASE / 01
SUBSCRIPTION BUSINESS

Credit repair.

$7.92M

Current annualized revenue

Booking rate4% → 22% / 5.5×
Since 2022Open the story ↗
PIPELINE LABSCASE / 02

Retirement planning.

$134.4M

AUM acquisition model

Referrals from ad-acquired clients$10.6M
Acquisition modelExplore the model ↗
PIPELINE LABSPIPELINE / 03
AUTO & HOME

Auto & home insurance.

$142.4M

Modeled annual written premium

Average monthly leads21,000
11 markets · 14 buyersExplore the pipeline ↗
Select a story from the deck
Credit repair 01 / 03
Two team members working together at a computer, one wearing a headset.

Financial services · Subscription business

Credit repair

Working together since 2022

Building a subscriber base.
Growing recurring revenue.

A four-year partnership connecting acquisition, booking and sales around one objective: a stronger subscription business.

2022 · Starting point$600–700K

Annual revenue

Today · Current revenue$7.92M

Current annualized revenue

$12M2026 annual projection

What changed inside the system

Select a service to explore

More conversations from the same interest

5.5× the
booking rate.

The booking rate increased from 4% to 22%—5.5 times the rate. A larger share of incoming leads now becomes a booked sales conversation.

More opportunities to grow the subscriber base.

The business modelBuilt on subscriptions.
Monthly subscription
$175/mo
Customer lifetime value
$1,400
Customer acquisition cost
$190
Retirement planning 02 / 03

Financial services · Advisory business

Retirement planning

Acquisition model

The value beyond the first client

New clients.
New introductions.

Follow the value of ad-acquired clients—and the additional clients they refer. This referral contribution is separate from the firm’s existing referral stream.

Combined acquisition model$134.4M

Assets under management

Ad-acquired clients + their referrals

Where the assets come from

One acquisition channel. A second wave of introductions.
01 · Direct acquisition$123.8M

From ad-acquired clients

Assets attributed directly to clients brought in through advertising.

02 · Their referrals$10.6M

From the clients they introduced

Additional assets from referrals made by those ad-acquired clients.

What goes into the acquisition$1.81M total investment
Ad spend
$1.31M
Pipeline Labs fee
$500K
Total acquisition investment
$1.81M

Acquisition cost includes ad spend and our fee. The combined cost per $1M uses both directly acquired AUM and the AUM from those clients’ referrals.

The economicsAssets into advisory revenue.
Acquisition cost per $1M AUM
$13.5K
Annual advisory fee
0.9%
Modeled annual revenue run rate
$1.21M
Auto & home insurance 03 / 03

Insurance · Acquisition pipeline

Auto & home insurance

Performance model

From opportunity to coverage

A pipeline
built for scale.

We generate 19,000–23,000 auto insurance leads each month across 11 markets, supplying 14 agency buyers with new opportunities.

Across the agency buyer network$142.4M

Modeled annual written premium

$11.87M monthly · $225 auto CPA scenario
Average monthly leads
21,000
Markets served
11
Agency buyers
14

From first contact to policies written

Monthly model · $225 auto CPA
  1. 01 / Generated21,000

    Auto insurance leads

  2. 02 / Contacted14,700

    70% pick-up rate

  3. 03 / Bound4,200

    Auto customers · 20% of leads

  4. 04 / Written5,347

    Auto + attached home policies

Auto CPA uses lead spend divided by acquired auto customers; attached home policies do not reduce that figure. Home coverage is modeled separately. Written premium is the value of policies written by agency buyers, rather than Pipeline Labs revenue.

Beyond lead generation

Our work continues
after the lead arrives.

Optional Astra AI integration

Buyers can add Astra AI to strengthen follow-up, support sales training and refine their sales process. Our goal is to help agencies make more of the opportunities they buy and build healthy, profitable businesses that keep growing with us.

We own and operate the consumer-facing brand behind this pipeline, taking brand development and ongoing ad creative off our buyers’ plates. This model suits selected verticals and market segments; others are better served by a pipeline built around the individual business.

Auto acquisition cost & close rates

Confirmed auto CPA range: $189–$250 on a $45 blended lead-cost basis. Lead-to-bind = cost per lead ÷ auto CPA. Contacted-to-bind = lead-to-bind ÷ 70% contact rate. CPA here counts lead spend per acquired auto customer; home policies are excluded.

Auto CPALead-to-bindContacted-to-bind
$18923.8%34.0%
$225 · Middle scenario20.0%28.6%
$25018.0%25.7%

Middle scenario: 21,000 leads × $45 = $945,000 monthly lead spend. 21,000 × 20% = 4,200 acquired auto customers. $945,000 ÷ 4,200 = $225 auto CPA. Across the confirmed CPA range, that same spend implies 3,780–5,000 auto customers monthly. Rates are rounded for display; calculations use unrounded values.

Explore the full performance breakdown

Monthly figures use 21,000 leads, $45 per lead and a selected $225 auto CPA scenario: 20% of leads bind, or 28.6% of the 70% contacted. This is a middle scenario within the confirmed $189–$250 CPA range, not a measured average CPA. Existing home-attachment and premium assumptions are retained. Annual figures hold these inputs constant for 12 months. Round only at the final step; totals may differ slightly from adding displayed rounded figures. Producer count is estimated capacity, not a reported staffing count.

MetricMonthlyAnnual
Pipeline
Leads generated (average)21,000252,000
Markets1111
Agency buyers1414
Leads per buyer (average)1,50018,000
Producer capacity needed at 440 leads/month4848
Contact & binds
Pick-up rate70%70%
Leads contacted14,700176,400
Lead-to-bind rate20%20%
Contacted-to-bind rate28.6%28.6%
Bound households4,20050,400
Homeowner split
Homeowner share of leads30%30%
Homeowner leads6,30075,600
Homeowner binds · 39% of all binds1,63819,656
Renter and other binds2,56230,744
Policies
Auto policies4,20050,400
Home attachment on homeowner binds70%70%
Home policies1,14713,759
Total policies written5,34764,159
Written premium
Auto · $2,400 average premium$10.08M$120.96M
Home · $1,559 average premium$1.79M$21.45M
Total written premium$11.87M$142.4M
How volume changes the outcome

Volume scenarios hold lead-to-bind at 20% ($225 auto CPA at $45 per lead), with the same home-attachment and premium assumptions. These vary lead volume only, not the CPA scenario.

19,000 leads / month$128.8M

Annual written premium

45,600 households · 58,049 policies / year
21,000 leads / month$142.4M

Annual written premium

50,400 households · 64,159 policies / year
23,000 leads / month$156.0M

Annual written premium

55,200 households · 70,270 policies / year
Lead costs & market fit
Nonstandard auto$35

Typical lead cost · $40 in seasonal surges

Blended$45

Typical lead cost · $50 in seasonal surges

Select markets$60

Lead costs can reach this level

Higher-cost markets call for operators with the systems, follow-up and sales capacity to work those opportunities. The auto CPA model uses the confirmed $45 blended lead-cost basis. At a fixed 20% bind rate, $35 leads imply $175 auto CPA, $50 seasonal leads imply $250, and $60 leads imply $300; the $189–$250 range is not a fixed outcome at every lead price.

Commission outlook

Commission projections are pending recalculation against the corrected bind volume. New-business payout rates, renewal payout rates and cohort retention assumptions are needed before monthly, annual and five-year commission totals can be stated. Written premium above is not commission revenue or profit.

Annual modelMore than the first policy.
Households bound
50,400
Auto policies
50,400
Attached home policies
13,759

Ideas from inside the pipeline

Pipeline Papers

What we're learning about turning attention into clients.

Acquisition economics

Cheap leads can cost you more.

Pipeline visibility

Your show rate might be wrong.

Sales intelligence

What your best sales calls have in common.

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