138.1% SQO Growth within 3 Months for a Financial Services Company

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Overview

A leading B2B financial services company—offering audit, tax, accounting, valuation, and advisory services—was facing a familiar challenge: strong brand reputation, but declining organic visibility, a plateau in high-intent traffic, and inconsistent sales opportunity flow.

Stratabeat partnered with the organization to implement a full-funnel SEO, GEO, CRO, and content development program designed to increase visibility across AI search engines, strengthen Google rankings in competitive service categories, modernize location-based content, and guide visitors into higher-intent pathways.

Within three months, the company saw major shifts in organic performance, leads, and pipeline velocity—culminating in their strongest month of sales opportunities all year and a record-breaking quarter.

Results

+138.1% QoQ

Within three months, sales opportunities saw a 138.1% quarter-over-quarter increase and the highest-performing month on record.

3.4x

Fueled 3.4X more monthly sales opportunities within three months (October) than the average for the entire year (Jan-Sep).

+61.6% QoQ

Marketing-qualified leads grew 61.6% QoQ, with the client reporting noticeably stronger lead quality across core service areas.

+48.7% QoQ

Form submissions rose 48.7% QoQ after just 3 months.

Record-Breaking Quarter

In the first three weeks of Q4, the company generated more leads than the entire Q4 of the previous year, signaling a dramatic shift in pipeline velocity.

+79.4% QoQ

Targeted location pages saw a 79.4% lift in active users, driven by GEO + SEO optimization and improved alignment with local intent.

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