Indigo Marketing Agency × Win Wealth Solutions

The challenge

What they were up against

Nguyen Tran launched Win Wealth Solutions as a new independent firm and needed to generate qualified prospect volume quickly while building the internal systems to convert those leads into AUM.

The approach

How the agency worked the problem

Indigo built a Facebook lead-generation funnel designed to be scalable and profitable from early spend, paired with team-driven follow-up SOPs so inbound leads were worked consistently rather than lost to inbox drift. The campaign was structured around measurable pipeline metrics rather than vanity lead counts, with ongoing optimization tied to booked calls and close rates.

Services deployed

• Facebook Ads
• Lead Generation
• Sales Systems & SOPs