Mike and Scott, financial advisors, had a generic and poorly built website that didn’t reflect their expertise or authority.

Their challenges:

Outdated, templated design

No clear story or positioning

Website not aligned with their executive-level clientele

Discovery calls lacked engaging automation

Existing lead magnet funnel wasn’t properly integrated with the website

They needed a high-trust, story-driven website that felt premium — and converted.

We approached this as both a brand elevation and conversion optimization project.

The focus was to:

Transform their website into a story-driven, executive-level experience

Position them as trusted authorities in their field

Integrate their existing lead magnet funnel seamlessly

Improve discovery call automation to increase show-up rates

Ensure backend systems supported consistent lead generation

The goal wasn’t just aesthetics — it was credibility + conversion.

Full website revamp (completed in under 30 days)

Story-driven page structure

Elevated visual design aligned with high-level financial clientele

Lead magnet funnel integration into the new website

Discovery call automation setup

Engaging reminder email sequences to increase show-up rate

Backend optimization to ensure seamless lead capture

A premium, executive-level website aligned with their target market

Clearer brand positioning and authority presence

Integrated lead generation system directly from the website

Increased discovery call bookings

Higher show-up rates through automated reminder sequences

They now have a professional digital presence that matches the caliber of clients they serve — with systems in place to consistently generate and nurture leads.