Wealth Coach 360
https://wealthcoach360.com/
Wealth Coach 360
Wealth Coach 360, a financial education and coaching platform, set out to build a compelling online presence to reach busy families, entrepreneurs, and professionals seeking clear, practical money guidance. They needed a user-friendly website and funnel to showcase coaching programs, on-demand workshops, and success stories, while simplifying discovery calls, course enrollments, and membership sign-ups. The experience had to highlight their value with clear outcomes, calculators and downloadable guides, and integrate CRM automation for lead capture and follow-up. Additionally, they aimed to feature high-quality video content for lessons, webinars, and testimonials to convey trust, deliver education, and convert visitors into long-term clients.
Client Needs
Website Development
1) Objective
Build a modern, conversion-focused website for Wealth Coach 360 that educates and enrolls users into coaching programs, workshops, and memberships. The site must clearly communicate outcomes, capture qualified leads, streamline bookings, and integrate with CRM automations to nurture prospects from first visit to paid client.
2) Approach
(a) Discovery: Interviewed stakeholders and audited current assets to clarify the brand promise (faith-aligned, practical wealth habits), audience segments (families, entrepreneurs, professionals), and success metrics (bookings, enrollments, LTV).
(b) Design Strategy: Defined a clean UI with action-led layouts, trust signals, and modular sections (Programs, Workshops, Free Tools, Success Stories) to reduce friction and improve time-to-value.
(c) Content Architecture: Mapped a guided path from awareness → assessment → booking: homepage → problem/solution blocks → value proof (testimonials, case wins) → calculators/lead magnets → booking and checkout.
(d) Technical Blueprint: Planned GoHighLevel (GHL) CRM integration for forms, pipelines, email/SMS nurture, calendars, and membership; set up analytics, event tracking, and consent management.
(e) SEO & Performance: Structured schema, fast load, mobile-first, semantic headings, internal links, and location/offer pages; implemented on-page SEO and blog taxonomy for compounding reach.
(f) Compliance & Security: Added clear disclosures, terms, privacy, and affiliate/financial-education disclaimers; enforced SSL and spam protection.
(g) Iteration Cadence: Milestone reviews (wireframes → high-fidelity → staging) with rapid feedback loops and QA prior to launch.
3) Solutions Provided
(i) Website Development: Designed and developed a responsive, SEO-ready site with reusable components for Programs, Workshops, Resources, Testimonials, and FAQs; included calculators, downloadable guides, and a streamlined “Book a Call” flow.
(ii) Funnel & CRM Integration: Connected forms, quizzes, and lead magnets to GHL pipelines; automated confirmations, nurture emails/SMS, and abandoned-booking follow-ups; synced calendars for discovery calls and group sessions.
(iii) Content Production: Wrote conversion copy (problem, promise, proof, path), crafted headlines, and created lead-magnet offers with gated downloads to grow the list.
(iv) Video Enablement: Embedded high-quality lesson previews, webinar replays, and testimonial clips to build trust and increase time on page.
(v) Analytics & Optimization: Implemented GA4 + pixel events for bookings, opt-ins, and checkout; set dashboards for KPIs and A/B testing on CTAs and pricing blocks.
4) Outcome
The new Wealth Coach 360 site delivers a clear journey from education to enrollment. Visitors quickly understand the promise, preview value through calculators and videos, and can book or join in a few clicks. Integrated automations now capture, nurture, and convert leads reliably, while analytics provide visibility to scale ad spend and content with confidence.
Website Management
Video Production
Digital Ad Campaign
CRM Setup
Elevating Wealth Coach 360’s Digital Impact
Driving Engagement and Growth Through Strategic Web Development & Automation
Revelation Agency partnered with Wealth Coach 360 to design a modern digital platform and CRM system—optimizing user experience, automating lead nurturing, and supporting scalable membership growth.
45%
Increase in average session duration, reflecting stronger interest in content and tools.
30%
Reduced bounce rate through faster load times, streamlined navigation, and clear funnels.
28%
Improved conversion rate, with more visitors joining the community, booking calls, and enrolling in coaching programs.
Capturing the Essence of Wealth Coach 360
Showcasing the Power of Bite-Sized EOS® Mastery and Coaching for Business Growth
Digital Marketing Performance Metrics
Evaluating the Impact of Our Strategic Campaigns for Wealth Coach 360
Revelation Agency executed targeted digital marketing strategies to amplify Wealth Coach 360’s visibility, drive membership growth, and maximize campaign ROI. The following key performance indicators reflect the success of these initiatives:
$8
Cost Per Lead
15K+
Target clients reached per month
$5.50
Cost per impression
Key Drivers
Assessing the Scope and Efficiency of Our Outreach Efforts
Cost Per Lead (CPL): Achieved an average CPL of $8, confirming the efficiency of lead-gen campaigns.
Monthly Targeted Reach: Expanded Wealth Coach 360’s visibility to 15,000+ ideal clients monthly.
Cost Per Impression (CPM): Sustained a $5.50 CPM, maximizing brand exposure and awareness.
Key Drivers
Analyzing the Financial Impact of Advertising Investments
Return on Ad Spend (ROAS): Wealth Coach 360 achieved a 480% ROI on ad campaigns, demonstrating that for every dollar invested in advertising, the platform generated nearly five dollars in revenue through new memberships, coaching inquiries, and resource purchases.
Return on investment in ad spend
OUR SERVICES
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Web Development
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Video Production
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Digital Marketing
Venture into digital marketing with us, crafting compelling narratives through Facebook, YouTube, and TikTok ads. Our savvy social media management and engaging email campaigns foster genuine connections, while our SEO expertise and vigilant reputation management elevate and safeguard your brand's online presence, creating a resonant digital footprint.
Strategic Results
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