Website Building for Financial Professional, Lahore
Job Posted: 03.09.2021 11:27:15
I am a financial adviser that specialises in family planning and protection. I help families safeguard and accumulate wealth so that their children can live their best lives. The purpose of the website are: 1. To direct prospects to get to know me better and to link up with my Calendly page to book an appointment. 2. To instruct people on what to do before an appointment. (Currently using pdf for this) 3. A content library for community members to download past content and self-help books. (Currently using Google Drive for this) Note1: For #2, a mobile-friendly version of the site is needed too. Note2: A payment portal is not needed. Here are the tasks and values that you must have: Task & Responsibilities 1. Propose how the website should look like and what information it should contain after a kick-start conversation with me. 2. Create a website to fulfil its stated purpose above based on the samples and brand guidelines given. 3. Develop a simple guide on how and where to host the website. Bonus: Develop an automation that allows all leads to be pushed to my CRM on trello. For #1, #2 and #3, a script and flow chart will be provided. However, you are to exercise discretion and reply each "friend" accordingly. Values 1. Attention to details 2. Adaptable 3. Hardworking 4. Get shit done regardless What we can do for you? 1. $50USD. If done well, further job e.g. as my website administrator for my community of financial advisers may be on its way. TYPE "LETS GO" to acknowledge that you have read everything already. I look forward to hearing from you 🙂
