Case Study · Professional Services Platform
Financial Advisory Platform
A feature-loaded client experience for a fractional finance and operations advisory. Editorial brand, intelligent intake, and client-facing tools that make a solo advisor feel like a firm. Live at advisorybyac.com.
Surf the homepageHero to footer: editorial typography, scroll animations, and the dual calls to action exactly as a client experiences them.
Service-fit quizEvery visitor answers a short quiz and gets routed to the exact service they need. Qualified leads before the first call ever happens.
Client dashboardRevenue, expenses, and financial health at a glance. The client logs in and sees their business clearly. This is what keeps them subscribed.
A brand that earns trustPhotography-led brand experience designed around the advisor herself. Because in professional services, the person is the product.
Standout Features
A marketing site and a client portal, built as one.
Signature scroll-hijack hero"Scroll to reconcile": the hero photo expands to take over the screen and the headline resolves through it. A moment visitors remember.
Service-fit quizA short interactive quiz routes every visitor to the exact package they need. Leads arrive pre-qualified before the first call.
Interactive package selectorThe "If you're saying..." decision guide turns pricing from a wall of numbers into a guided choice.
Gated client portalEach client logs in to their own dashboard: action items, monthly reporting archive, meeting notes, and engagement details. A solo advisor that feels like a firm.
Key-metrics tilesRevenue trend, profit margin, and cash runway at a glance. The client sees their business clearly every time they log in, which is what keeps them subscribed.
Row-level securitySupabase auth with per-client data isolation. Every client sees only their own engagement, enforced at the database layer.
Stripe billing built inInvoice history and pay status pulled straight from Stripe into the portal. No chasing payments over email.
Intake and booking wiredTypeform intake flows into SavvyCal scheduling. Website to discovery call with zero manual steps.
Guarded content editingThe owner edits copy, prices, and images through a clean admin. Layout is locked, so she can never break the design.
Editorial brand systemSerif and lavender, monogram watermark, section reveals on scroll. Deliberately nothing like a corporate-blue finance site.
Your clients deserve an experience like this.
Flat pricing. Booking, quizzes, dashboards: scoped on one call.
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