RedClaimer is a legaltech platform that helps consumers claim compensation. With active paid media investment but no visibility into which campaigns generated real customers, they needed to connect data and optimize their complete funnel.
Connecting data for real decisions
RedClaimer's team managed their Meta Ads and Google Ads campaigns based on platform metrics: CPL, CTR, impressions. But real conversion data — which leads actually became customers — lived isolated in the CRM, with no connection to advertising platforms.
"We knew we were spending money on campaigns that generated leads, but we had no way of knowing which ones generated real customers."
Phase 1: Data connection (Weeks 1-3)
- Connected CRM, Meta Ads and Google Ads to Looker Studio as a single source of truth
- Built dashboards that crossed campaign cost with real CRM conversion data
- Each campaign was now measured by customers generated, not leads or CPL
Phase 2: Investment optimization (Month 1-2)
- Identified campaigns generating cheap leads that never converted
- Redistributed budget toward campaigns with the best real conversion ratio
- Implemented automatic alerts when a campaign fell below the profitable threshold
Phase 3: Onboarding and qualification automation (Month 2-4)
- Designed an automatic onboarding flow that activated leads from minute one
- Implemented automated pre-qualification to prioritize leads with the highest closing probability
- Qualified leads reached the sales team with full context, ready for a value conversation
"The combination of seeing real data and automating qualification was a turning point. We went from making blind decisions to having a system that optimizes itself."
The impact
- From 8% to 15% conversion rate from lead creation
- From 30 to 14 days average conversion time
- Paid media investment optimized with real conversion data, not just platform metrics
