To generate more leads this client wanted to know how they could get an investment calculator as lead generator. After all the mathematics was done and ready we jumped on to make this as a intreated part of there existing website also build by us earlier.

We made this work in a 3 step form where visitors to the site could put in initial saving, plus monthly saving and than in the second step we asked for name and email. There after we showed the calculation to the visitors. After the visitor got an email form the sales team to follow up if they wanted to invest with them.

An benefit with this form, was that the sales agent did know upfront what type of risk profile and investment focus the visitor wanted. That made the conversation quicker and more dynamic, and in the end the closing easier. This was a big success and made them great business results.

I can not reveal the client due to confidentiality.

Step #2 of the investment calculator.
Step #2 of the investment calculator.
Step #3 of the investment calculator.
Step #3 of the investment calculator.
Step #4 of the investment calculator.
Step #4 of the investment calculator.