Lead generation tool
Financial Health Check
A five-minute assessment that turns visitors into qualified leads for financial advisors.
The challenge
Advisors spend hours on first meetings with people who are not ready, and cold outreach rarely gets a reply.
They needed a reason for people to engage first, and a way to know who to call and what to talk about before the meeting.
What we built
- A mobile-first assessment covering income, emergency savings, debt, the Two-Pot retirement system, risk cover and tax, scored out of 220.
- Instant, personalised PDF reports: one for the client with their top priority gaps, and a briefing for the advisor.
- A lead pipeline board from new lead to converted client, with follow-up tracking, meeting dates and revenue per lead.
- Channel tracking so advisors can see which posts and platforms bring in the best leads, plus CSV export.
Key features
What it does
Built for phones
One question per screen with a progress bar. Five minutes, start to finish.
Scoring engine
Weighted answers across seven areas of financial health, scored out of 220.
Personal reports
A client report and an advisor briefing, generated the moment the assessment ends.
Lead pipeline
Drag-and-drop board with follow-ups, meetings and revenue per lead.
Shareable
Designed to be shared on WhatsApp, Facebook and LinkedIn with ready-made posts.
POPIA compliant
Consent and a clear privacy notice before any details are captured.
Built with
- React
- TypeScript
- Node.js
- PostgreSQL
- Railway
Screens
Inside Financial Health Check
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