ROI Elevation
Position service around measurable business outcomes, not capabilities.
CFO Advisory
CFO-as-a-Service Growth Site Concept
Communicating ROI for digital-era CFO firms.
CFO-FocusLead-Gen
The Challenge
CFO-as-a-Service providers struggle to quantify their value online.
Without tangible ROI demonstrations, prospects can't self-assess value fit, leading to misdirected discovery calls and wasted consulting time.
Strategic Insight
Key strategic pillars
Case Storytelling
Use real-world success narratives to unlock value-led trust.
Self-Qualification
Enable visitors to self-assess fit before requesting a consult.
Design Solution
An ROI-first advisory platform
Interactive ROI simulator shows data-input (mockup)
Modular case narratives templates
Auto-qualification questionnaire + discovery call mock
Thought-leadership layout design for authority
Deliverables
What we created
ROI simulator prototype
Service site UX
Qualification flow
Case-driven layout components
Design-Led KPIs (Modeled Impact)
Projected outcomes
+30%
Discovery call rate
Projected increase through self-qualification
+15%
Lead quality increase
Attraction & engagement from pre-vetting UX
Tools & Approach
Our design toolkit
FigmaNotion prototypesUX wires
Client Feedback
"Proving that clarity and ROI visualization drive B2B conversions more effectively than broad marketing claims."
Jennifer Park
CEO, Executive Finance Partners