Lead generation
Lead Widget Conversion Calculator
Model how website visitors can move from education pages into assessment starts and qualified leads.
How to use it
Treat this tool as the next-step router
Estimate visitor-to-assessment-start rate for estate planning content.
Connect widget usage to lead management and advisor follow-up.
Route high-intent users to the widget feature and Pro/Agency pricing.
Related workflow
Recommended after this tool
Move from a quick estimate to advisor-reviewed delivery
The full platform connects assessment intake, scoring, report drafting, advisor review, client delivery, and follow-up workflow.