01 · CAPTURE
Enquiries and fact finds captured
The contact form and a nine-step investment fact find send each prospect’s details, goals and finances straight into GHL, ready for their adviser.
Case Study · Property Investment
Vision Property Investment
The Challenge
Simplifying property investing
Vision Property Investment helps everyday Australian families pay off their mortgage sooner, build passive income and make work optional. They needed a brand and website that could cut through a complex, crowded topic and speak to busy people who feel overwhelmed by mortgages, wealth-building and investment advice.
Most families know property can build wealth. They just don't know where to start, or who to trust.
Vision Property Investment meets them where they are. A data-driven Property Investment Pathway guides clients from mortgage stress to a growing portfolio, with an expert team beside them at every step.
CRM Integration
From first enquiry to first client meeting, automatically.
We connected Vision Property Investment’s website and investment fact find to HighLevel (GHL). Every enquiry becomes a contact and opportunity, moves through a clear client engagement pipeline and is followed up by automations, so advisers can focus on clients rather than admin.
02 · PIPELINES
A clear client engagement pipeline
Every opportunity moves through stages from New Lead and Need Follow Up to Fact Find Returned and the first client meeting, so the team always knows who to contact next.
03 · AUTOMATIONS
Automations that keep leads moving
When a fact find is submitted, a workflow creates the contact, finds or creates their opportunity and moves it forward, while lead notification emails keep the team informed instantly.
04 · REPORTING
Website and lead reporting in one place
Dashboards bring Google Analytics traffic and pipeline activity together, showing where visitors come from and how they turn into enquiries.
Services Delivered
Everything under one roof
From strategy and branding to development, CRM, search and social, we delivered end-to-end digital solutions for Vision Property Investment.
Websites
Design, build and grow the online presence
UX Design
›User-focused experiences that convert.
Website Design
›Modern, responsive website that performs.
Web Development
›Custom, scalable build for growth.
Ongoing Maintenance
›Updates, support and peace of mind.
Hosting
›Secure, reliable hosting for optimal performance.
CRM Integration
›Connect your website to your CRM and sales tools.
SEO & SEM
Get found on Google and turn searches into customers
Digital Marketing
Reach, engage and grow the right audience
Strategy & Brand
Lay the foundation for a stronger, more distinctive brand
Brand Style Guides
One guide that keeps your brand consistent everywhere.
A brand style guide is the rulebook for your brand. It sets out exactly how your logo, colours, fonts and imagery should be used, so everyone from your team to your printer and web developer presents your business the same way, every time. Here is how the Vision Property Investment brand comes together, from the logo to everyday use.
01 · LOGO
Brand mark assets
Full-colour, reversed and monochrome versions of the logo, with guidance on which to use on light and dark backgrounds.
02 · SPACING
Clear space and sizing
Minimum sizes and a protected clear space around the logo, so it always has room to breathe and stays legible.
03 · COLOUR
Colour palette
Primary, complementary and neutral colours with exact codes for print and screen, so every application matches.
04 · TYPOGRAPHY
Fonts and type styles
The brand typeface and its weights, with clear rules for headings and body text to keep every document looking polished.
05 · IMAGERY
Photography style
The look and feel of brand photography, from clean modern architecture to growth and community, with examples to follow.
06 · IN USE
Brand in action
Real examples like business cards, letterheads and social posts that show the brand applied consistently across every touchpoint.
The Outcome
A clear path to financial freedom
The new site leads with the challenges Vision's clients face (the mortgage maze, investment complexity and financial shortfall) then builds trust with client stories, team profiles and resources before guiding visitors to start their own pathway. Enquiries flow straight into their CRM, with SEO, paid search and social media keeping new leads coming.
The Mortgage Maze
Helping families break the cycle of working just to pay off the mortgage.
Investment Clarity
Cutting through complex information with data-driven, expert guidance.
Passive Income
Building portfolios that create income and make work optional.
Client Stories
Real results from families in Sydney, Wollongong and Brisbane.
Like What You See?
Let's create your own success story
Vision Property Investment is just one example of the results a considered brand and website can deliver. If you're ready for a partner who'll do the same for your business, let's talk.
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