Built pixel for pixel to the approved navy and gold mockup, with a retirement calculator, a three step qualifying consultation form, 53 educational posts with generated covers, its own CRM and an AI assistant named Blair.
The design was reconciled pixel by pixel against the mockup before launch, with the real photography mapped to the hero, product cards and testimonials.
A lead generating calculator that hands its results to the CRM as its own lead source.
Step one is the basics. After that the extra questions are opt in and change by interest. Nothing in the question steps is required, and the CRM scores the answers into a plain English qualification section. In testing, real projects scored in the 90s and a “just researching” visitor scored 19.
Fifty evergreen posts commissioned at once with hard rules: no rates, no guarantees, a disclaimer on every post, and a risk section on every private lending article. Each has a generated cover in one visual system.
When the carrier’s standards ruled out naming a product publicly, every page, form question and blog category was rewritten the same day to describe it without naming it.
Cloned from the builder CRM and rebranded, with construction fields swapped for an interest field and scoring rewritten for retirement products. Lead alerts send from the firm’s own Google Workspace address.
Answers from the site, collects the facts, books the conversation, files the lead.
Domain registered, Google Workspace with proper mail records, Analytics tag live only in production, canonical URL settled so Google sees one site, not two.
Yes, if the rules are set before writing: no specific rates or returns, no guarantees, a not advice disclaimer on every post, and a review by the advisor. Education content that follows those rules is what gets a firm found.
A required ten question form loses people. Asking after the basics, with a skip option, keeps completions high while still giving the advisor the detail he wants from the visitors who are serious.
Two minute intake. A real person reads every one and replies within a business day with what we would change and what it would cost.
Website, local search cleanup, a weekly blog from the builder’s own photos, a CRM with Gmail threads and scoring, an AI assistant named Drew, and a marketing page that pulls Analytics, Search Console and Clarity nightly.
Read the case studyNew domain and Google Workspace, full site rebuild with schema and a 31 post blog, site search, a CRM that installs on the owner’s phone, an AI assistant named Kai, and nightly marketing reporting.
Read the case studyFull rebuild with search schema, leads routed into a partner scoped view of the builder’s CRM, an AI assistant named Mario, and the weekly audit that caught a launch setting blocking every search engine.
Read the case study