Blue Chip Ads

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LOVR · Burleigh Heads
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Prepared for Blue Chip SMSF

Blue Chip Ads

The plan for the relaunch
Prepared for
Jeff Rossetti & Troy Rabaud
Scope
Meta relaunch and speed to lead
For
The reconvene, Monday 14 September 2026
The decision
Rerun your best ad as the control, test four cuts of it beside it, and review at week four with real numbers.
And until then

No new concepts. Every test is cut from the footage that already made leads, so week four judges five ads on the same number.

Why now

The ad that worked is still in the account, still approved, and the ad set is still live. The relaunch is a settings job and four cuts of footage you already own, not a rebuild.

Your account

  • 01The pauseThe campaign was switched off by hand at 08:01 on 7 August. Nothing else broke: no disapprovals, no delivery issues, and the ad set is still live, so one status change restarts it.
  • 02AD 4 is the asset171 form leads at $21.73, and 37 percent of them pass qualification. Its best cell, the 45 to 54 band, came in at $11.16 a lead.
  • 03AD 10 is the lesson112 form leads at $43.86, and 48 percent come back not a good fit, because the hook speaks to people who already have a fund.
  • 04Age42 percent of the spend landed outside your 35 to 55 window and returned 34 percent of the leads at $26.70. The 65 plus band alone took $838.50 at $39.93.
  • 05PlacementFacebook Reels carried half the spend and half the leads. Instagram feed was the cheapest at $18.17. Facebook Stories spent $110.54 for none. Every impression delivered was mobile.
  • 06The category settingThe campaign is declared a Financial products special category. That declaration is what holds the ad set at 18 to 65 plus, with no age band, no lookalikes and no exclusions.
  • 07The formThe live form asks seven questions and none of them are your five rules. No balance, no age, no question about where the person lives, and no gate on any answer.
The two videos
AD 4 · 34.0 seconds · the control
The ATO checklist
"Setting up an SMSF yourself, the ATO has a 12 point checklist."
Spend
$3,715.96
Form leads
171
Cost per form lead
$21.73
Pass qualification
37%
Average watch
4 sec
Click through rate
1.52%
AD 10 · 46.2 seconds · retires
The audit warning
"The ATO is auditing SMSFs more than ever, and if yours isn't set up right, you could be next."
Spend
$4,912.71
Form leads
112
Cost per form lead
$43.86
Pass qualification
9%
Average watch
6 sec
Click through rate
2.11%
Why AD 4 wins

AD 10 is the better watch. It holds more people to the halfway mark, earns 40 percent more thruplays, keeps the average viewer 50 percent longer and is clicked 39 percent more often. It then converts at less than half the rate. The whole gap is in who the hook selects: AD 10 opens on someone who already has a fund, and the form's own second question disqualifies them. AD 4 opens on someone mid decision who has not started. Creative gets judged on cost per qualified lead, never on watch time.

10 September 2026

The market

172
advertisers mention SMSF in active Australian ads
12
of them actually sell setup, administration, audit or software
32%
of those twelve advertisers' ads carry a video at all
62 / 38
landing pages over lead forms, right across the category
What the twelve sayShare of their 147 ads
Education, how it works43%
Fees, cost, price19%
Compliance, ATO, penalties18%
Take control of your super12%
Done for you, admin off your plate9%
Property through super2%
  • FormatTalking head video is not the norm. Grow SMSF and ESUPERFUND, two of the biggest, put nobody on camera at all. A real person on camera is a difference, not a weakness.
  • OfferA free consultation is the winning offer, 32 of the 147. A named price is rare at 18 percent, and a free guide is second.
  • DestinationThe market sends to a landing page, and the serious operators use a dedicated offer page rather than the main site. Blue Chip is not running today.
Stake
Stake
ESUPERFUND
ESUPERFUND
Grow SMSF
Grow SMSF
Easy Super
Easy Super
SuperConcepts
SuperConcepts
SMSF Tax and Audit Australia
SMSF Tax & Audit
The two gaps
Gap one

The 10 August change, said to a trustee.

36 ads across 16 advertisers run the borrowing change. 15 of those 16 are property sellers, lenders or educators. The only SMSF administrator using it is Easy Super, with two ads.

Nobody is telling a person who has a fund, or wants one, what the change means for the fund itself. Said plainly as a rule change, and dated on screen every time it appears, that line is open today.

36 ads · 16 advertisers · one of them an administrator
Gap two

Compliance in the video, the way the leaders do it.

92 percent of SMSF ads in market carry no compliance line in the ad text. The ones that do are the licensed advertisers, and the two biggest put the line in the creative instead of the copy, where it does not eat the primary text.

Stake burns a strip across the bottom of every video: "This is not financial advice nor a recommendation that a self-managed super fund may be suitable for you." ESUPERFUND burns one into its silent films.
92 percent carry no line in the text
The setup · week one
01 · First
VerificationFinancial services advertiser verification for ads delivered to Australia, confirmed in Business Manager. Nothing runs before it.
02 · Structure
One campaign, three ad sets, $100 a daySpecial category off, objective Leads. Cold 35 to 55 on Reels and feed, mobile only, $55. A one percent lookalike seeded on the 78 leads who passed, $25. Retargeting on video viewers, page engagers and website visitors, $20. Exclusions: the do not contact list, current clients, applicants.
03 · Creative
AD 4 as the control, four test cuts beside itAD 4 reruns exactly as it is, untouched. Beside it, four cuts of footage already in the account: AD 4 opening on the borrowing change, AD 4 opening on the free consultation, AD 10's audit warning re-pointed at people who have not started a fund, and a 15 second cut of AD 4 for Reels, since the average watch today is four seconds. Five ads give Meta enough to optimise; two starve one of them, which is what happened to the eight copies. AD 10 as it stands retires.
04 · Compliance
The line, in two placesIn the primary text on the original, so the file stays as Meta has already approved it. Burned into every new cut, the way the market leaders do it.
05 · The form
Three changes to the lead formDate of birth prefill with a conditional on it, then citizenship and residence asked as two separate questions. Balance stays on the survey behind the thank you screen.
06 · Speed to lead
A call inside 60 secondsCalled inside 60 seconds of the form, SMS fallback if there is no answer, booking straight into the 15 minute phone calendar. That is the piece Aidan runs, demo call first.

Week four

01
Cost per lead
02
Cost per qualified lead
03
Connect rate
04
Booking rate
05
Show rate
What happens then

The three month plan is written on those numbers, and the creative for it is chosen from what the market read says works. Reported weekly on cost per qualified lead, not on cost per lead, because that is the number that told us AD 4 beat AD 10.

The landing page

The market sends to a page and you send to a form. That is why $22 a lead was possible, and it is also why retargeting has nowhere to land. The current offer pages carry template content with no disclaimer on them. A landing page built for this campaign is the missing piece on the conversion side, and it is the point at which the website conversation comes back.

What we are not doing
  • New statics
    Statics did not make a lead in your account, and the market is video. The eight starved copies that shared $301 across three months retire with them.
  • New concepts before week four
    One control, four tests, four weeks of real delivery. Every test is a cut of footage that has already made a lead. Nothing is shot or scripted from scratch until the numbers say what to make, and then it gets made against evidence rather than a hunch.

Speed to lead

An AI voice agent calls every lead inside 60 seconds of the form, in Blue Chip's name, asks your five questions, and books the consultation.

It sounds like a person, it holds a real conversation, and it writes everything back to your CRM. Tara and Reagan only ever pick up a booked, qualified call.

Where your leads go today

46.8 days
median from a lead landing to the first text from the bot
66.6 hours
median wait for the first human touch
0
conversations with a lead inside 24 hours, human or bot

Your own workflow sends a text at six minutes, with a broken merge field in it. Nobody speaks to a lead inside a day of the enquiry.

The leads who buy wait the longest

10.3 days
median wait for a lead who went on to pass qualification
2 hours
median wait for a lead marked not a good fit

The team is not slow. It has no way to tell which lead is worth the first call, so the easy no gets called first and the buyer waits ten days. One lead added on 16 August signed with a competitor inside 48 hours while the messages were still warming him up.

What the text bot does today

30 hours
the fastest first contact it has ever made
0 of 5
of your qualifying questions asked
2 of 7
handovers to a human answered. The rest were a tag nobody watches

A fast conversational system pointed at a slow trigger. Twelve bookings in eleven weeks, nothing written back to the record, and 29 days where it double sent over the top of your own workflow.

Introducing automated AI calls

One brain, trained on your five questions and your factual only line, working four ways.

  • 1Speed to lead. Every new lead called inside 60 seconds, qualified and booked. The agent we are building first.
  • 2Inbound. Answers your phone line 24 hours a day, from the website, Google, Facebook, wherever the number sits. Same questions, same calendar.
  • 3Website chat. The same qualifying brain embedded on your site, booking into the same calendar.
  • 4Messaging. Facebook, Instagram, WhatsApp and SMS answered in the same voice, so a comment or a DM gets the same first reply as a call.

Aidan by the numbers

4 million
calls made in Australia over 18 months
42.6%
pick up on the first dial
67%
reached by the third attempt, across four days
22,703
calls in the latest test set, 21 businesses, October to August
38%
of those picked up and held a real conversation, 555 appointments booked
AU
Australian built and hosted, 138 Australian voices, live with F45, City Cave and UBX

Built and run by Aidan, our voice technology partner. Luke Faulkner is on the call today and builds the Blue Chip agent with us.

Built to your five rules

  • 1Balance. Roughly what would move across into the fund. Over $60,000.
  • 2Age. 35 to 55.
  • 3Residence. Australian citizen, living in Australia.
  • 4Tax. Personal returns up to date.
  • 5Bankruptcy. No history.

Passes all five, booked in the same call. Fails one, the reason goes on the record and nobody at Blue Chip wastes a call. Meta will not let a form ask three of these, so the call has to.

Factual information only

  • 1Identifies up front. The first sentence names Blue Chip SMSF Services and why it is calling, and asks consent to record.
  • 2Never recommends. Never says or implies someone should start a fund, that it suits them, saves tax or returns more. No comparison with any other fund.
  • 3Calling hours. 9am to 7pm in the lead's own state. Never a Sunday, never a public holiday.
  • 4Hard stops. Do Not Call washed. Never dials a client, an unsubscribe, a not a good fit, or anyone the text bot spoke to in the last 24 hours.

The handover

Today a lead who asks for a person gets one text line and a tag. Five of the last seven were never answered. With the agent:

  • 1A call inside five minutes, or at 9am if it is after hours, carrying what they asked into the conversation.
  • 2Answers what is factual. Everything else goes to a consultant.
  • 3Books the consultation or takes a callback time.
  • 4A task with an owner and a due time on the record, the opportunity moved, and the text sequence stopped so nothing runs over the top.

How it runs

  • 1The form lands in your CRM. The phone rings inside 60 seconds.
  • 2No answer, a text inside five minutes and four more attempts over three days.
  • 3Five questions asked, answered and written to the record.
  • 4Qualified, booked into the 15 minute phone calendar on the same call. Outlook blocks are read live.
  • 5Every Friday, connect rate, qualification rate, booking rate, show rate and cost per qualified lead, in the same report as the ads.

What good looks like at $100 a day

140
leads a month into the CRM, July's own run rate
5 to 7
calls on a weekday, plus retries. High value, not high volume
23
more qualified leads a month reaching a consultation instead of ghosting

Last quarter 63 of every 140 leads were never reached by anyone. Their form answers match the leads who passed, so on AD 4's rate 23 of them would have qualified. That is $1,369 a month of ad spend buying leads nobody speaks to.

Next steps
  • Troy
    Confirm the verificationFinancial services advertiser verification for Australia, checked in Business Manager, along with whose name sits on the Paid for by line.
  • Blue Chip
    The Meta form editsThe date of birth prefill and its conditional, and citizenship and residence as two questions on the live form.
  • LOVR
    Cut the four testsThe borrowing change cut is done. The consultation open, the re-pointed AD 10 and the 15 second cut follow this week, dated on screen, compliance line burned in.
  • Luke
    The demo callA call to Jeff's mobile with the Blue Chip opener, the consent line and the five questions, with the recording, transcript and summary returned.
  • Blue Chip
    Access and the agreementCRM access for the agent build, the one scale claim it may use, and a data handling agreement between the three of us.
  • Then
    Week one startsThe agent is live before the first relaunch lead lands.
Prepared by LOVR for Blue Chip SMSF · voice technology by Aidan
Nath Thompson · nath@lovr.agency