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Financial planning website in Sydney

Using great User Experience design, CFP has increased conversions & efficiency

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financial planning website responsive

The problem

An established business with a poor online presence

Constellation Financial Planning have plenty of leads. Almost too many! Instead, their unique challenge was they weren’t educating their leads enough before a discovery call. They were wasting precious time on calls filling in the blanks, some of those people were their ideal clients, others weren’t. We needed a way to educate their leads with as much info as possible to before engaging in a discovery call. Ultimately, the goal was to increase conversion rates & time efficiency by having better educated leads who were further down the decision making process at enquiry.
financial planning websites sydney
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The solution

Brand refresh, new website & online client welcome pack & automation

I gave the CFP logo a refresh, using an updated font that was much more modern & screams ‘premium’. I polished their logo graphic by making it more minimalist & high-end and isolated this to create supporting graphics throughout their branded materials to create brand trust & recognition. I designed & build a WordPress site that not only spoke to a higher-end client, but provided a wealth of information that spoke directly to that ideal client, through professional copywriting & improved design. I then created a conditional form on their enquiry page, this segments clients on the back end based on the boxes they tick, places them in an appropriate MailChimp list and automates them on a nurther journey including personalised emails and a 4-page online responsive info-pack written specifically for their area of interest.

The response

Increased enquiries & conversion rates

Through a combination of great user experience, premium design, professional copywriting and a streamlined process of automated conditional segmenting & email marketing, CFP save time & have increased their conversion rates. By the time their enquiry leads jump on a call, they are educated and ready to book, and all of this work is done in the background without the advisors needing to lift a finger. Increased high-value website enquiries from 5 a year to 8-10 per month. Increased conversion rate of leads from 17% to 52% within the first 2 months of the website being live Increase in web traffic with 5K impressions per month Increased efficiency with most leads signing within 30 minutes on a discovery call.
  • Increased high-value website enquiries from 5 a year to 8-10 per month.
  • Increased conversion rate of leads from 17% to 52% within the first 2 months of the website being live
  • Increase in web traffic with 5K impressions per month
  • Increased efficiency with most leads signing within 30 minutes on a discovery call. A saving of around 5-10 hrs per month on lead education.
financial planning online info pack

"We look much more professional, our prospective clients are more educated on our services, significantly higher conversion and I am saving myself around 5-10hrs per month"

- Steve Clarke, Director & Principle Advisor CFP

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Constellation Financial Planning is based in the North West Sydney suburb of Norwest. 
Build me a website!

"With 10-20 enquiries per month I was spending at minimum 30 mins educating the prospective client, with positive feedback but not closing a sale & requiring a second call to get the sale across the line.

With the new website and info packs we are now50%+ conversion in a short period of time (many signing up with less than 30mins with me). Our leads are now armed with a wealth of info before our first call & signing up over a much shorter window.

Could not be happier!

- Steve Clarke, Director & Principle Advisor CFP

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