Alpha Consult advises doctors, real estate investors and service businesses. Over four years, Agencia Cero connected the website, segment-specific guides, advertising and CRM to attract contacts prepared for a sales conversation and measure recurring revenue growth.
- monthly recurring revenue compared with 2023
- 4.8x
- Measurement period
- As of November 6, 2026
- Comparison basis
- Year-end 2023 = 1x
- Reference
- Aggregated client data; analysis by Agencia Cero.
Context and challenge
The goal was to attract quality clients, not accumulate an audience. At the outset, there was no measurement to show what worked. Doctors, real estate investors and service businesses also needed different propositions and messages.
Goals
- Build a journey for each segment that connects content, advertising and the sales team, enabling acquisition to be evaluated based on recurring revenue.
Tools
Current
Website (alphaconsult.cl)
Redesigned website that turns visits into WhatsApp conversations or scheduled meetings.
Current
WordPress
Foundation for the website and content publishing.
Current
Custom theme
Website design developed specifically to support conversion.
Current
Clientify
CRM that segments contacts and clients and sends offline conversions to advertising platforms.
Current
Google Analytics 4
Measures website visitor activity and behavior.
Current
Meta Ads
Segment-specific campaigns with forms to capture prequalified contacts.
Current
Google Ads
Campaigns that capture active demand for tax and financial advisory services.
Current
Waalaxy
LinkedIn automation tool for reaching the defined segments.
Current
Channel for contacting professional segments through Waalaxy automations.
Current
Conversation channel the website directs visitors to for easier sales contact.
Current
Social media
Organic content that explains tax topics in plain language.
Strategy and actions
Strategy and a conversation-focused website
We applied the Synapse Marketing Framework to define differentiators and messages. We redesigned the website twice; the latest version prioritizes access to WhatsApp or a scheduled meeting. The site uses a custom WordPress theme.
Content and advertising by segment
We developed tax guides for doctors, real estate investors and service businesses. Each guide is supported by campaigns, questions and filters so contacts arrive prequalified. Meta Ads captures contacts through forms and Google Ads addresses active demand. Social media explains tax topics in plain language.
CRM, automation and new opportunities
Clientify centralizes and segments contacts. We implemented offline conversions to feed closed-deal information back into advertising, alongside LinkedIn automations using Waalaxy. Together with the client, we work on new business lines; their measurements will be added when appropriate.
Results
Monthly recurring revenue from current clients reached 2.5x the 2023 baseline in 2024, 3.8x in 2025 and 4.8x as of November 2026. For new clients, estimated cumulative return on media spend is 16.5x. The estimated ratio of 24-month revenue to acquisition cost is 12.5x. These estimates consider recurring revenue from the close of each deal and attribute all new clients to marketing, including referrals; they do not deduct service delivery costs and do not represent profit.
monthly recurring revenue compared with 2023
4.8x
- Measurement period
- As of November 6, 2026
- Comparison basis
- Year-end 2023 = 1x
- Reference
- Aggregated client data; analysis by Agencia Cero.
Closing
The advisory firm moved from having no measurement to gaining a view of acquisition costs and clients’ recurring value. The next phase brings together SEO, a medical portal, broader offline-conversion coverage and communication of the CEO’s personal brand. Results from new business lines will be added once measured.