How Andrade Consultoria went from 0 to 500 clients in 5 months using forms and AI
Andrade Consultoria Financeira
Personal and business financial planning for liberal professionals and SMBs. Monthly subscription model with recurring consulting.
498
Active clients
4 consultants
Team
All of Brazil (remote)
Coverage
How he acquired clients
- Institutional website with no form
- LinkedIn posts (organic)
- Referrals from friends
- Personal WhatsApp
Main challenges
- Website got 2,000 visits/month and captured zero leads
- No CRM — used a notebook and memory
- Couldn't do structured follow-up
- 100% dependent on referrals (slow growth)
Results achieved
1,847
Leads in 5 months
27%
Lead → client conversion
498
Clients acquired
$ 29,880/mo
Recurring revenue
What was implemented
Conversational form on the website
Typeform style: one question at a time, fullscreen. Asks for name, monthly income, financial goal, WhatsApp. 12% conversion (vs 2% on the previous generic form).
Exit-intent popup with a free ebook
Visitor about to leave the site → popup offers "Guide: 7 mistakes that destroy your wealth". Captures WhatsApp. The lead enters the funnel as "top — rich content".
AI agent trained on finance
Uploaded 15 PDFs with financial planning content. The AI answers questions and invites visitors to book a free consultation.
15-day nurture sequence
Those who downloaded the ebook get 5 automated WhatsApp messages: tips, success story and an invitation. 31% of leads booked.
"I had zero clients. I built the form on Syncro on a Tuesday. By Friday I had 23 leads. In 5 months I went from zero to almost 500 recurring clients."
Lucas Andrade
Founder, Andrade Consultoria
Before vs After
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