1. Project Overview

Filenote.ai, an innovative startup, developed a tool for financial advisors to automate file notes during video calls on platforms like Zoom and Microsoft Teams. They approached us with the need for a high-converting landing page to convert visitors into booked scheduled demo calls.

2. Client Brief

The primary challenge was to create an engaging website in the absence of product imagery, focusing on converting visitors to scheduled calls and later expanding to include user memberships and recurring payments.

Challenges:

Lack of product imagery.

Need for a conversion-optimised website.

Expansion requirements for user memberships and payment integration.

3. Our Solution

Our solution involved a multi-faceted approach:

Innovative Design: We focused on developing a website that not only visually appeals to the target audience but also clearly communicates Filenote.ai's unique value proposition.

Engaging Visuals: To address the absence of product imagery, we created custom illustrations and engaging animations, making the website informative and visually appealing.

User Experience Optimisation: Ensuring that the user journey on the website is intuitive and leads seamlessly to scheduling a call.

Scalability for Future Expansion: We built the website with future expansions in mind, such as integrating user membership functionalities and payment processing capabilities.

4. Services Provided

Customised Web Design: Developing an innovative design that aligns with Filenote.ai's brand identity and highlights the tool's features.

Responsive Web Development: Ensuring the site is responsive and performs flawlessly across all devices for seamless functionality.

Webflow CMS Implementation: Facilitating easy content updates and maintenance through the Webflow platform, so the Filenote.ai team to manage their website effortlessly.

Robust Development: Built with the Client-First naming convention to ensure ease of maintenance and future development.

User Journey Mapping: Creating a clear path to lead visitors towards the primary call-to-action – scheduling a call with the Filenote.ai team.

SEO-Optimised: The website layout was strategically designed for enhanced search engine visibility, integrating advanced techniques like schema markup and semantic HTML to improve accessibility and online presence.

Conversion Rate Optimisation: Implementing strategies to maximise the number of visitors who schedule calls, focusing on optimised CTA placements and persuasive content.

Analytics and Performance Tracking: Implemented tools such as Google Analytics, Microsoft Clarity, and Google Tag Manager for comprehensive monitoring of website traffic, user behaviour, and conversion rates, utilising detailed analytics, heat maps, event tracking, and user recordings to gain valuable insights.

Website Launch & Training: Successfully deploying the new website, complemented by a comprehensive training program for the client to manage and maintain their online presence effectively.

5. Results and Expansion

Following the successful launch of Filenote.ai's website, which led to increased engagement and scheduled calls, we're now expanding the platform. The focus is on enhancing the user journey, transitioning from scheduled calls to an automated sign-up process for a free trial, followed by seamless payment through Outseta and Stripe integration. This development aims to streamline the user experience and offer a more efficient conversion path from trial to paid subscriptions.

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