It’s time for an upgrade

Website and Brand design

  • Clean Design

    A clean, modern website gives a great first impression to leads and clients. Your website is generally the first place people go to see you. Make sure that it reflects who you are and the value you can bring.

  • holistic branding

    Brand is everything. Whatever it is, it needs to be consistent throughout your process and firm. We will help ensure that your wording, graphics, design, and feel of your brand is optimal.

  • Lead conversion

    An easy to follow and understand website and process is key for lead conversion. The simpler you can make it, the more likely the lead with move onto the next step. Improving the flow and ease of use of your website will help drive lead conversion.

How It works

  • You’ll meeting with the design and process team for a free 30 minute review to hear what you’re curious about and looking for. From there we will let you know if we can help, and what it may look like.

  • Our team will being building your site and branding (if desired). This generally takes 2-3 weeks depending on the complexity of the case. If we see it going longer than that, we will reach out and let you know.

    After a week or so, we will reach out to give you a progress report and show you a preview to ensure we are on the right track.

  • Once completed, we will get on a call with you to review the ins and outs, show you how to use it, and then give you the ‘keys’.

    If you run into any issues or have any questions once you’re off and running we are here to help!

Deliverables and graphics

  • Process handouts

    Giving out simple handouts at each touch point in the process gives the lead/client value and done correctly, increases your chance of a next visit. Simplifying everything in handouts they can take home allows more brain space to make decisions rather than remember everything you’re saying.

  • Simplify the process

    Less is more when it comes to content. The use of visuals and graphics in your process makes it easy to follow, and creates a simpler feel. Most people are visual learners, make sure you leverage that.

  • Set yourself apart

    Using graphics and clean designs in your process not only shows the lead/client your aptitude, it also increases the perceived value of your visit, recommendation, or process.

How It works

  • You’ll meeting with the design and process team for a free 30 minute review to hear what you’re curious about and looking for. From there we will let you know if we can help, and what it may look like.

  • We’ll take your ideas, process, and vision and create a handout, graphic, or deliverable for you. This generally take 1-2 weeks depending on the complexity, quantity, and volume for EDIS services.

    If there is any delay or questions, we will reach out to you.

  • Once complete, we will reach out to you to set up a review call. We are open to making some tweaks as needed and send it back your way.

Technology and processes

  • Tech Stack

    A well rounded ecosystem of technology and softwares around your practice is key to fluid processes and growth. Creating and utilizing these effectively in your practice is a game changer.

  • Automation and simplicity

    Having less administrative work for you and your company means you can spend more time on what matters. That’s why automating as much as possible in the process is key.

  • Lead process and cadence

    No matter how good of a firm, brand, and message you have there will always be some leaks in your bucket. A thorough and consistent lead and conversion process ensures you reduce the leaks.

How It works

  • This will be a free 30 minute consultation to hear about the software and technology you and your firm uses, as well as what processes you currently have in place. We want to hear the details so come prepared with proper information about your firm and process.

  • We will build out what technology we think may help your story and value to your clients. Along with this, we will develop a process that increases the efficiency of your lead process, and also helps prevent lead drop off through automation.

  • We will go over where we think some technology and process changes can help your overall process and value add. We will review what it will look like, how to manage it, and other items to know.