- Mobile navigation
- Short page sections
- Visible contact action
- Readable text sizing
Case study: Wealth and advisory
Advisory consultations within easy reach on a phone
On a desktop the advisory consultations section was easy enough to browse. On a phone it collapsed into a deep menu, and the contact link hid well below the fold.
- Client
- Financial planning and advisory practice
- Region
- Harrisburg, Pennsylvania
- Size
- 15 staff; one locally managed operation
- Timeline
- 15 working days after content approval, including staff review and handover
Before the build
Where the work started
Financial planning and advisory practice in Harrisburg, Pennsylvania: 15 staff; one locally managed operation.
- 01
The starting point
On a desktop the advisory consultations section was easy enough to browse. On a phone it collapsed into a deep menu, and the contact link hid well below the fold.
- 02
The problem
When it comes to advisory consultations, visitors abandoned the menu halfway and phoned instead, doubling the work: they browsed, failed, and then called to be guided.
The build
What we built
The mobile layout was rebuilt around a short navigation path covering an overview, partner responsibilities and the engagement process and a prominent inquiry button. Content blocks were rearranged to match the order visitors actually ask about things.
Where this lives in the offer
Timeline
15 working days after content approval, including staff review and handover
After launch
What changed
With advisory consultations, phone visitors complete the journey the site always intended. Staff share one link during calls instead of describing a route through menus.
In the client's words
When somebody rings about advisory consultations, I send one link and tell them exactly where to tap. The guided tour of our menu is no longer part of the call.
Want the same kind of fix on your own firm's site? Walk through it with us on a live call.
Book a demoQuestions about this engagement
01How long did this engagement take?
15 working days after content approval, including staff review and handover.
02What did the work include?
Mobile navigation, Short page sections, Visible contact action, Readable text sizing. The mobile layout was rebuilt around a short navigation path covering an overview, partner responsibilities and the engagement process and a prominent inquiry button.
03Can a accounting or professional services firm get the same work done?
Yes. Every feature this engagement relied on is included on every plan, from Practice up.
04Why is the client not named?
Clients are identified by type and region only, on purpose. The quote on this page is the client's own, published with their permission, and nothing on the page is invented.
Your firm's version of this fix
A live walk-through of the pages, the inquiry flow and the handover your firm would get, and which plan carries them.