Don't let your traffic walk by

Prequalify and capture more leads

with an efficient, effective call-to-action

"Contact us"

Really?

Less than 3% of your web traffic wants to contact you. Of that small fraction, how many are actually qualified?

Your website needs a compelling call-to-action — one that offers a fair trade for the visitor’s time.

Sure, you could ask them to “subscribe”… but subscribe to what? You could offer a download… but only if you have the perfect paper for the perfect person at the perfect time.

What you really need is a broad call-to-action that people want to do.

The most effective one: “Get a Free Financial Plan in 5 Minutes.” Call it a Financial Assessment, a Financial Blueprint — anything you like.

The consumer gets a PDF on demand with actionable ideas. You get structured data and a starting point for the conversation. It’s a true win/win.

This works perfectly for podcasts, radio ads, Google ads, social media, and TV.

You receive an exclusive lead — complete with contact information and context — from someone already on your website.

They get something genuinely valuable.

It’s hyper-effective.

Try it free and see for yourself.

What it is & how it works

See a sample plan

Build your own widget in less than five minutes — free. Choose and customize your call-to-action (“Schedule a review with our team,” “Take the next step with me,” etc.). Within minutes you’ll receive an email with a link to your custom widget and instructions for embedding it on your website as an iframe.

For best results, feature it as the primary call-to-action on your landing page (for example, as a button that takes visitors to a separate page where the widget is embedded). See the video for examples. This keeps visitors inside your environment from start to finish.

When a user completes a plan you instantly get an email with a copy of their plan and a summary of their answers. They instantly get an email with their plan and your contact details — a seamless exchange.

In the free version you can’t change the underlying questions, flow, or content — only the call-to-action. In the enterprise version you can change everything.

Pricing & Features

Free

Build a standard widget and put it on your site in minutes. Your first 10 completions per month are free — no credit card required.

Here’s the reality: 90% of advisors have very little traffic on their websites. Most of that traffic is existing clients, not prospects.

If you’re paying $1,000 a month for a “premium” site that no one visits, consider paying $50 or less with Wix and improving your call-to-action instead. Put the other $950 toward generating leads — where it actually moves the needle.

$20 per completion

If you complete more than 10 plans per month, we’ll bill you $200 plus $20 per additional completion.

No hidden fees, no fine print.

If an invoice isn’t paid within 30 days, we simply turn off the widget until payment is received. Straightforward and fair.

Enterprise

$5,000 per month with a 6-month minimum contract. Includes 100 completions per month; $7 per completion above 100.

Full control: customize anything and everything — questions, flow, content, integrations, branding, data handling, and more. Send data to any CRM, integrate with Zapier, and create custom campaigns, routing, and workflows. Deploy one instance as a completely customized solution for your team.

Certain deep customizations can change the cost, but this sketch generally holds.

Compared with building your own — which means assembling a question layer, a logic layer, an output layer, and a data layer — our platform already has it all, with 25,000+ five-star reviews to back it up. Let us show you the data.