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Financial / Business Loan Campaign Case Study

Direct Mail Campaign Drives High-Intent Leads for Local Business Loan Provider

“We were flooded with phone calls from qualified businesses. This is the most cost-effective lead generation we’ve done.”
0
Postcards Mailed
0
Total Revenue
From new client loan fees
0
Calls Tracked
0
Total Responses
0
Facebook Ad Displays
0
Clicks
0
Google Ad Displays
0
Clicks

The Challenge

In the competitive financial services market, this business loan provider was struggling to reach high-quality prospects in their area. Most of their recent digital-only campaigns were yielding low-conversion leads and wasting sales time. They needed a marketing strategy that could drive response from small business owners actively seeking capital — and do it affordably.

The Strategy

Using OMNI reach SMB, we deployed a hybrid campaign that started with 7,500 postcards sent to verified small business mailing lists. The postcard offered a waived application fee, direct phone number, and compelling urgency language. Once cards were mailed, ads launched automatically on Google and Facebook with matching visuals and tracked clicks to the application form.

The Results

The campaign received 63 total responses, including 47 tracked phone calls and multiple form submissions. Out of those, 16 businesses were approved and funded, generating $58,500 in revenue from application and processing fees. Facebook and Google ads drove a combined 389 clicks. This was their most successful new client campaign in two years.

The Results

$58,500
Total Revenue
1,118%
Return on Investment

Digital Ad Network Performance

PlatformAd DisplaysClicks
Google14,300188
Facebook7,700201

Key Takeaways

  • Offers with clear financial incentives increase conversions from postcards

  • Business owners respond to physical mail better than B2C leads

  • OMNI reach SMB made campaign management easy with synced digital ads

  • Real-time ROI tracking helped the lender scale confidently in new zip codes

Plan Your Free Direct Mail Campaign Today

Join over millions of businesses growing 
with direct mail marketing.

We respect your privacy. Your information is secure.Privacy policy.