Case Study – Digital Clipboard

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What is Digital Clipboard

Digital Clipboard is a software company providing onboarding service for professional financial advisors. 

Objective: New website

The client updated their software functionality and look. And they wanted a new website to better communicate its value to the clients.


  • Get more blog visitors to view related products.
  • Collect more leads from people who read the blog, but are not ready to buy.


  • Within the scope of different potential audiences defining the one with the biggest potential to grow.
  • Building a fast & easy to use website.
  • Integrating website and in-app analytics.


We conducted in-depth market and competitor research and provided guidelines for the website design.

We built a WordPress website that enables team members to publish the content.

We did standard Google Tag Manager and Google Analytics tracking on the website. And in the next step, we integrated the website with Mixpanel, which is used for in-app analytics. 

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