How I turned The Financial Toolkit's offers into one connected customer journey
- Jul 23
- 4 min read
Updated: Jul 30
As a qualified accountant, Jodie has so much valuable financial knowledge and three ways she wanted to help people: a free planner, an accessible workshop and personalised 1:1 support.
To give these offers a home, I wrote and designed three connected Wix pages and built the journey behind them so somebody could begin for free and move naturally towards the support they needed next!
The project at a glance
Client: The Financial Toolkit
Founder: Jodie Mason
Industry: Financial education, money mentorship and small business financial support
Project: Three page offer and sales funnel build
Platform: Wix
The goal: Turn three separate offer ideas into a clear journey from free support to a low-ticket workshop and higher-touch 1:1 mentoring
The starting point
Jodie already had her free financial planner download and was finalising her financial-empowerment workshop when we first talked about building an online presence for everything, but her 1:1 service had not yet been fully defined. The three offers could easily have become separate pages competing for attention.
Her audience also changed across the journey: the planner was for anybody wanting to understand their money, while her 1:1 service was specifically for small-business owners.
Before designing, I needed to establish who each offer was for, what it solved and why somebody would move to the next level.
There was ALOT of this 😆
The strategy behind the project
1. Build one journey rather than three disconnected pages
We structured Jodie's offers around three levels of readiness:
Free planner → £33.33 workshop → 1:1 support
The planner provides a starting point, her workshop helps somebody understand and apply more, and the 1:1 service offers personalised support. The same order was used on Jodie’s Linktree so somebody arriving through social media could immediately see where they fitted!
2. Make the free planner the beginning of the relationship
I wrote the planner page for the person who feels bad with money but doesn't know where to begin. It shows how the resource can bring income, expenses, bills, savings, goals and debt into one place without making the process intimidating.
After submitting the form, the planner is delivered through Wix. The connected emails help the subscriber use it, recognise what may still be missing and explore the workshop or 1:1 support when relevant. The relationship does not end when the PDF arrives.
3. Sell the workshop through the outcome, not the module list
Jodie’s workshop, contained a lot of useful information, but the sales page risked becoming so word-heavy that its value was difficult to see.
With this in mind, I restructured the page around the transformation from avoiding money decisions to feeling more aware and in control. The practical detail follows: eight self-paced modules, guided exercises, editable finance trackers, budgeting, goals, habits and debt management.
The £33.33 price and route into the Classroom make the next step simple.
4. Shape the 1:1 service before trying to sell it
The 1:1 page required more than copy because the offer itself was still taking shape. I positioned it as ongoing support for small business owners who were unclear about their figures, cash flow or financial priorities.
The page explains the practical value of three or six month support: understanding what the numbers are saying, making better-informed decisions and building stronger habits. It then leads into an application and discovery call so Jodie can assess whether the support is right before onboarding begins.
5. Connect the pages to the systems behind them
Wix supports the planner delivery, email nurture, workshop payment and access route, and 1:1 application process. Each button leads to an intentional next step.
What I delivered
Offer and customer-journey strategy
Free Financial Planner landing page and opt-in form
Connected planner, workshop and 1:1 journeys
Wix forms, payments and email automation
Workshop access and 1:1 application routes
Linktree offer structure & design
Website copywriting and mobile design
The finished experience
The Financial Toolkit now has three pages with distinct jobs, but they no longer feel like separate pieces.
Somebody can begin with the free planner, choose the £33.33 workshop when they want to go deeper and if it applies to them, explore 1:1 mentoring when they need personalised help.
Jodie also has a clearer way to communicate her work: free support, self-paced guidance and higher-touch business support.
That is the difference between publishing several offers and building a journey that helps people understand which one is right for them.
Check her out on Instagram! And take a look at the finished workshop page below:
Do you have several offers but no clear route between them?
When every offer has its own page but nothing connects the journey, potential clients are left to decide what they need without enough guidance.
I build sales funnels that connect your offers, messaging, pages, emails and next steps, so every part has a purpose and people can move forward in a way that makes sense.
