Case study · Sagebridge Financial Consulting

TWENTY-FIVE YEARS BUILT IN 5 DAYS

Shanna Martin had the brand, clients, reviews and amazing credentials. What she didn’t have was a site that looked like any of it! She didn’t need a rebuild from 0, she needed a one week refresh.

TrackWebsite in a week
Kickoff to liveFive working days
RebuiltSeven pages, plus the course
StatusLive
Drag to compare

BEFORE & AFTER

Home — after
Home — before
BeforeAfter
Home

A stock-feeling tagline over a dark photo became a claim about the customer, with Shanna’s own portrait and two clear ways in.

Kept and wired in

WHAT SHE ALREADY HAD, NOW WHERE YOU SEE IT

01

Twenty-five years of clients

Buried in a sentence. Now a number on the front of the site.

02

Real client testimonials

Flat on white beside pixelated logos. Same words, designed to be read.

03

QuickBooks ProAdvisor Elite

Four badges at the page bottom. Now displayed where it earns trust.

04

Direct consultation booking

In the nav, hero, and end of every page — not one lilac button.

05

The office, findable

Phone, email, hours, and a live map — she serves the northwest suburbs.

06

A qualifying inquiry form

Two questions that tell her if it’s a cleanup or a full back office.

07

Plans that name the customer

Essentials, Growth, Established & Scaling — sized by where the business is.

08

The course as the front door

Know Your Sheet: $97, self-serve, the easiest first step in.

09

A blog she can keep

A structure she can post into herself, so the site keeps getting found.

The week, as it happened

WHAT CAME OUT OF EACH DAY

Before we begin

One call to understand the business, the voice and the customer. Then a checklist back: branding, colors, logo, imagery, and her content Twenty-five years of a business, and everything I needed fit on one page.

What we started from
What we started from
In her words

“Gillian somehow took everything living chaotically in my head and turned it into a polished, cohesive brand that still feels unmistakably like me.”

“She listened to what I wanted, challenged me when something could be better, and turned my ideas, services, and approximately 47 opinions into a website that is beautiful, intentional, easy to navigate, and perhaps most impressively for a financial services company, actually has personality.”

“I trusted Gillian with a brand I’ve spent nearly a decade building, and she absolutely nailed it. I couldn’t be happier with the result and would recommend her without hesitation.”

Shanna MartinFounder, Sagebridge Financial Consulting
One client a week

YOU’VE BUILT THE THING BUT YOUR SITE DOESN’T SHOW IT… YET

Claim a week →View live site