How Andrade Consultoria went from 0 to 500 clients in 5 months using forms and AI
Meet the company
Andrade Consultoria Financeira
Personal and business financial planning for liberal professionals and SMBs. Monthly subscription model with recurring consulting.
Why they chose Syncro
Before Syncro
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)
After Syncro
Results achieved
Inside the strategy
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.
Testimonial
“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.”
Results
Before vs After
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