Cardinal Point Wealth Management · Canada & United States
Rebuilt a high-cost account into a lead machine
Cardinal Point Wealth Management was burning budget on broad search terms with broken tracking, so nobody could tell which campaigns were actually bringing in clients.
The challenge
The account leaned on broad, expensive search terms, and conversion tracking was misconfigured across GTM and GA4. Reporting was unreliable, so budget decisions were being made in the dark.
What we did
- Rebuilt the account structure around real buying intent
- Fixed conversion tracking end to end on GTM and GA4
- Mapped keywords to intent and cut the wasted spend
- Moved budget into Performance Max and scaled what worked