Set for Life Planning, a financial and retirement advisory firm serving educators, needed a professional online presence designed to convert interest into appointments. Starting from a blank slate, we built a complete lead‑generation platform and cohesive brand identity—turning an idea into a working marketing engine in just one weekend.
Challenges:
- No existing website, logo, or branding to establish credibility and trust.
- Need for a fast turnaround to quickly launch a lead‑capture campaign.
- Creating a clear, compelling message tailored to educators considering retirement planning.
- Integrating follow‑up systems to ensure every lead received personal attention.
Solutions:
- Designed a clean, trustworthy brand and logo that resonates with educators.
- Built a focused, single‑page website optimized for conversions and clarity.
- Implemented a custom lead‑capture form with automated follow‑up workflows.
- Guided the client through messaging, structure, and process design for effective lead nurturing.
- Delivered the full project—from concept to launch—within just one weekend.
Results:
The finished landing page provided Set for Life Planning with an instant, credible digital presence backed by a seamless lead pipeline. Within days, the client was ready to capture, manage, and follow up with new leads consistently—positioning their firm for ongoing growth in the education sector.