MaXi is a personal finance app built for GenZ. Think “your money bestie.” It links accounts, tracks spending, and sends small, digestible “Money Moves” to help users stop being broke and start stacking wealth.The founder was already building organic momentum on TikTok and needed to test paid channels to confirm demographic fit and gather early sign-ups.
MaXi had three core hurdles:
Additionally, the site had no end-to-end lead capture, no warm-lead nurturing, and no onboarding cycle to convert “I’m interested” into “I’m a user.”
AgentWeb built a rapid-validation paid strategy:
• Competitive analysis across GenZ finance brands
• Multiple concept-level creatives tailored for GenZ language and humor
• Multi-angle ad sets to test age bands, interests, and motivations
• Full pixel setup and event tracking to ensure no spend was wasted
Two high-performing creative angles quickly emerged, giving MaXi a repeatable messaging pattern.
• 4.51 percent CTR (about 5 times industry average)
• $3.02 cost per lead
• 168 total leads captured
• 48 booked demos from the traffic generated
• All from just $508 in spend
The demand was real. GenZ resonated with the brand and clicked aggressively on the messaging that centered around “stop being broke” and “your money bestie.”
The ads worked so well that MaXi experienced an unexpected bottleneck: traffic converted into demos, but demos did not convert into active users.
Why?
• Lead capture wasn’t integrated into the website
• Email follow-ups weren’t automated
• “Get Started” didn’t push users into a complete onboarding flow
• No speed-to-lead system to re-engage sign-ups
We closed the engagement with a clear roadmap: add full lead capture, integrate nurturing flows, improve the onboarding funnel, and re-run ads — because the demand is already proven, and the LTV upside ($15 per month, ~16 months) is extremely strong.
Sign up for the app here.
"I'm shocked at the 16% signup rate." — Akeem Williams, CEO of MaXi
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