Results
| Metric | Before | After |
|---|---|---|
| Qualified inquiries out of all WhatsApp inquiries | Before1 in 50 | After99% |
| Return on ad spend | Before3x | After15x |
| New clients per month | Before~10 | After~100 |
| Staff dedicated to answering inquiries | Before2 employees | After1 salesperson (only schedules the signing) |
Initial challenge
The campaigns generated a high volume of WhatsApp inquiries, but the vast majority did not meet Rolicred's lending requirements: out of every 50 messages received, only 1 was a viable case. The team spent most of its time answering, processing and discarding inquiries that would never turn into an approved loan.
What we did
- Design and launch of a dedicated landing page (rolicred.com) with a dynamic form that qualifies each applicant on the spot, based on the business's actual lending requirements.
- An internal dashboard that lists every applicant in a table, organized by status and qualification details, instead of relying on a cluttered WhatsApp inbox.
- Implementation of the Meta Conversions API, so the platform learns which users actually qualified and optimizes campaign delivery based on that, not just on who sends a message.
Before, the ceiling for scaling ad spend was neither the market nor the budget: it was the team's capacity to respond. With automatic qualification in place, Rolicred scales its investment month after month, and the only limit is the number of appointments available to sign the loan file at the branch.
Next step, in progressImplementing a CRM to fully automate appointment scheduling, without relying on a salesperson to do it manually. The goal is to free up that capacity to open new branches in other towns across Córdoba.
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