Turn Your Website
Into a Lead Machine.
Paste one line of code and your website starts capturing pre-qualified HNW leads around the clock. Every prospect that completes the 30-question succession assessment self-identifies their wealth size, risk urgency, and contact details -delivered straight to your CRM.
<!-- SuccessionLabX Lead Widget --> <iframe src="https://app.successionlabx.com/lab?ref=YOUR_CODE" width="100%" height="780" frameborder="0" scrolling="no" style="border-radius:16px; overflow:hidden;" ></iframe>
From Website Visitor to CRM Lead in 5 Steps
The entire lead capture funnel is automated. You only step in at the conversion stage.
Copy Your Widget Code
From your Advisor Dashboard ->Embed Widget tab, generate your unique iframe snippet. One click copies the code to your clipboard -pre-configured with your advisor ID and brand settings.
Paste Into Your Website
Paste the single-line `<iframe>` tag into any page on WordPress, Webflow, Squarespace, Wix, or custom HTML. No plugins, no SDK, no developer required. It renders immediately.
Leads Take the Assessment
Website visitors answer 30 succession risk questions. At the end, they see a teaser risk score -then are prompted to enter their name & email to receive the full risk analysis report.
You Get Notified Instantly
The moment a lead submits, you receive an email with their name, contact info, and top 3 risk flags. The lead also automatically appears in your Advisor CRM under the Lead Pipeline tab.
Convert Lead to Client
Review the lead's preliminary risk profile in your CRM. With one click, convert them to a formal Client, generate their full paid report, and send it -without them having to fill anything out again.
Everything Included
One-Line Embed
A single `<iframe>` tag. Paste into any website or landing page. No developer, no API key exposed to the frontend.
Instant Email Alerts
Receive a Brevo transactional email the moment a prospect completes the widget assessment -including their risk score and contact info.
Auto-CRM Sync
Leads automatically appear in your Lead Pipeline with their name, email, risk score, and assessment timestamp. No manual data entry.
Invite Code Attribution
Your widget URL contains your unique advisor invite code. Every lead captured through your widget is automatically attributed to your account -distinguishing widget leads from organic leads in your CRM.
Customizable Appearance
The widget inherits your brand color and logo from your Brand Settings. Set the widget height, language, and gate logic (email required vs. optional).
Zero-Config Lead Scoring
Every lead arrives pre-scored. You immediately know if they're a $5M or $20M+ prospect based on their 3-dimension risk breakdown -before the first call.
Advisor use case
Use the assessment as a lead qualification tool
The embedded widget turns a firm website into a structured succession risk intake channel. Visitors can start a 30-question assessment from the advisor's site instead of filling out a generic contact form with no planning context.
This is most useful for advisors who publish estate planning content, run webinars, or want to qualify inbound prospects before a first meeting. The assessment gives the advisor a more concrete reason to follow up than a simple newsletter signup.
Use the widget with lead management, white-label branding, and the docs explaining client risk assessment so prospects understand what they are completing and why the results matter.
Before embedding the widget, advisors should place it near educational content where visitors already have succession planning intent. A widget on a generic homepage can work, but it performs better beside estate planning, wealth transfer, or family governance content.
The best follow-up is specific. Instead of sending a generic sales email, the advisor can reference the prospect's risk area and invite them into a more concrete planning conversation.
Frequently Asked Questions
Do I need a developer to embed the widget?
No. The embed code is a standard HTML `<iframe>` tag. You paste it directly into your website's HTML editor, or into the "Custom HTML" block in WordPress, Webflow, or Squarespace. No technical skills required.
What happens if a lead doesn't submit their email?
If the email gate is enabled (recommended), leads cannot see their full risk score without providing their email. The teaser score is visible at the end of the assessment to create urgency.
Can I use the widget on multiple pages or websites?
Yes. On the Pro plan, you can use the widget on any number of pages on your primary website. On the Agency plan, each sub-advisor gets their own widget code with separate lead tracking.
Does the widget work on mobile?
Yes. The assessment is fully responsive and optimized for mobile browsers. We recommend setting the iframe height to `auto` to prevent content cutoff on smaller screens.
Can I see how many people started vs. completed the assessment?
Yes. Your Widget Analytics dashboard shows impressions, start rate, completion rate, and email capture rate. You can use this data to A/B test different landing page headlines and CTAs.
Get Your Widget Code Now
Log into your Advisor OS, navigate to the Embed Widget tab, and copy your pre-configured iframe in one click. Go live on your website in under 60 seconds.
Open Widget Settings