Tier 1 Questionnaire

Please fill out this questionnaire with the details of your site so that we can work on it as soon as possible

Step 1 of 5 - Home Page

  • Branding

  • Upload Your Logo and Favicon

  • Max. file size: 300 MB.
    PNG files are preferred
  • Accepted file types: jpg, png, zip, Max. file size: 300 MB.
    PNG files are preferred
  • Home Page

  • Your Main Call To Action

  • The above-the-fold section is the part of the site that users see first. Use a heading to grab their attention with a message that will drive them to act.
  • Your offering

  • In this section, you can aim to highlight what you do or how people can start working with you. You could highlight some content or a coaching program. At the end of this section, we will place a call to action which can drive visitors to your coaching or services page
  • Blog & Categories

  • The topics (categories) you will post and a summary of each. Example: Retire Early (category) Everything you must know to retire early and stay retired (summary)
  • In this section, we want to highlight why visitors should subscribe to a newsletter. Will they be getting something? What value does handing their email over provide them? Near this CTA, we will have a lead capture form.

3 ways to market yourself online as a financial advisor lead magnet cover graphic

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