AI KID
RE/MAX Patagon
Isha Judd
EducationA website in three languages, content, campaigns and student history connecting the experience of its international community.
8,149form submissions from Meta ads, June 14 to September 13, 2026Case studyView case study
EducationCase study
Mujer Financiera +90% in email capture rate with a retirement calculator.
We turned a concern shared by its audience, how to prepare for retirement, into a useful tool for understanding their situation. We connected the calculator with content and emails based on age, goals and needs. An A/B test helped select the variant with a capture rate 90% higher than the other.
Early results
- people submitted their email through the calculator, September 30 to October 15, 2026
- 457
Source: Mujer Financiera calculator and CRM, September 30 to October 15, 2026; calculator variant test.
We're working on this case right now.
Work continues with the client’s team. This case brings together the implemented solution, the decisions behind it and its evolution.
A useful tool and a conversion decision tested with data
Between September 30 and October 15, 2026, 457 people submitted their email. Of those, 293 were aged 50 or over, and 215 selected starting to invest as their main need. That information lets Sabrina and her team continue the relationship according to each person’s stage and interest.
In a randomized test, the variant asking for details before showing the result captured 298 emails from 925 visits: a 32.2% rate. The variant showing the number first captured 159 from 939 visits: 16.9%. The difference is 15.3 percentage points, equivalent to a 90% higher contact-capture rate, rounded to the nearest whole number.
What we did
- Podcast clips for social media
- Three carousel formats built for the brand
- Compound interest calculator
- Downloadable budget spreadsheet
- Automatic reply to anyone who comments
- The brand's own CRM
- Email with each person's plan
How the videos turn out
Reaching women thinking about retirement
Debt-related content attracted interest, but Sabrina wanted to prioritize women with capital and an interest in investing, especially those thinking about retirement. The team needed to learn who was responding and continue the relationship.
A useful resource that helps understand the prospective student
The decisions behind this case.
Talking about retirement to the intended audience
The campaign revisited retirement questions the community was already asking. Each post invites a keyword comment to receive the calculator on Mujer Financiera’s own domain.
See Content at scaleThe calculation provides context for a conversation
The person provides their name, age, email and the area where they need help. They receive their plan by email and can continue to the investment pack. Follow-up messages use the information they shared.
See Web developmentChecking whether contacts match the intended audience
Sabrina and her team can review each contact’s age, financial goal, starting capital and source in the CRM. This supports audience-fit assessment and personalized follow-up.
See CRM
Photos
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