Case Study

What: A scorecard to assess how well a company’s accounting and finances are performing, to capture the data of high-quality, interested leads and understand the financial requirements of each company.

Goal: Design and build a landing page to draw people to the bespoke scorecard, to capture data and assess accounting performance.

Who: Elite Accounting are based in Leicester helping business owners find their best financial results.

Scorecard: Scorecards are key tools in finding quality leads and to shape the sales conversation when contacting those leads. By structuring the quiz with questions that specifically play to Elite’s strengths, Elite are able to offer custom support and navigate the user from browsing to buying.

FM’s key tasks were to design and build the landing page, build the quiz, design and build the report, and build the email report.

Each user who takes part in Elite’s scorecard is asked a series of questions assessing them in key areas.
In exchange for their details, they are given their unique results of the quiz, and a report emailed to them detailing how they can improve their situation.