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Case study · Onboarding software for financial advisors

Digital Clipboard: a new product deserved a new website.

Digital Clipboard makes onboarding software for professional financial advisors. When they updated the product's functionality and look, the website had to explain its value just as clearly. We researched the market, set the design guidelines, built a fast WordPress site the team can publish to, and connected its tracking to the app's analytics.

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3D illustration of a clipboard with an onboarding checklist beside a website being assembled, linked by analytics wires to an app.

Onboarding software for financial advisors · 2020 · Website · Analytics · Mixpanel

The situation

Digital Clipboard had rebuilt its software, and the old website no longer told that story. The new one had to speak to the right audience, be quick and easy to use, and let the team keep it current themselves.

What we did

  1. Defined, among the possible audiences, the one with the biggest potential to grow, and wrote the site for them.
  2. Ran in-depth market and competitor research and turned it into guidelines for the website design.
  3. Built a fast, easy-to-use WordPress website that team members can publish to themselves.
  4. Set up Google Tag Manager and Google Analytics on the site, then integrated it with Mixpanel, which the product uses for in-app analytics.

What moved

Digital Clipboard got a website that matches the updated product, a team that publishes its own content, and one line of measurement from the first website visit into the app.