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Case Study

How a financial & tax firm turned Local Services Ads into ~2,000 calls and 414 qualified leads

Client Herbert Financial
Industry Financial & Tax
Location United States
AI Platform Google Local Services Ads
Local Services Ads

Objective

Use Google Local Services Ads (LSA) to place Herbert Financial at the very top of local search for high-intent financial and tax queries, and drive a steady, predictable volume of qualified inbound phone calls — the leads most likely to convert into clients — at a controllable, sustainable cost per lead.
Challenge
Financial and tax services are a crowded, trust-sensitive category, and the campaign had to deliver both volume and quality:
▸ Prospects in this space typically call the first credible, Google-vetted provider they see. Without top placement — and the Google Guaranteed badge — those high-intent calls go straight to competitors.
▸ The firm needed genuinely billable, qualified phone leads rather than raw impressions, while keeping cost-per-lead sustainable through the sharp seasonal demand swings around tax season.

Approach

We built and actively managed the Local Services Ads programme end to end:
▸ Google Guaranteed setup & verification — completed licensing and business verification so the firm qualified for the Google Guaranteed badge and eligibility for top LSA placement.
▸ Service & service-area targeting — configured the exact financial and tax service categories and geographic service area to attract in-market, high-intent callers.
▸ Bid & budget management — managed bids and budget to hold top-of-search placement while protecting cost-per-lead, and scaled into peak tax-season demand.
▸ Reviews & response system — grew verified reviews and fast call response, both of which LSA rewards with stronger ranking and higher call-through.
▸ Lead quality control & disputes — continuously reviewed leads and disputed spam or out-of-scope calls, so spend stayed tied to genuine prospects.

Results

Over roughly six months (Feb 1 – Jul 27, 2026) and $52,222.62 in managed spend, the campaign generated around 2,000 calls and 414 charged, qualified leads — about $126 per qualified lead, an efficient cost for a category where a single client can be worth thousands in lifetime value. Throughout, the firm effectively owned the top of Google’s Local Services results, holding a 97.85% top-of-search impression rate and a 64.52% absolute-top rate across 128,727 impressions.

 

METRIC RESULT
Total ad spend (managed) $52,222.62
Calls generated ~2,000
Charged (billable) leads 414
Cost per qualified lead ~$126
Ad impressions 128,727
Top-of-search impression rate 97.85%
Absolute top impression rate 64.52%

Results at a Glance

2,000 Calls generated
414 Charged qualified leads
$126 Cost per qualified lead

Results Glossary

these figures are pulled directly from Herbert Financial's Google Local Services Ads reporting dashboard for the Feb 1 – Jul 27, 2026 period.

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Jatin Kushwaha Jatin Kushwaha Co-Founder Book a Call