CASE STUDY: Building the Digital Infrastructure for Financial Freedom at Stocks & Blonds

The POV: A website should clarify, not confuse.

For a long time, the Stocks & Blonds digital presence was a placeholder. It was a "version 1.0" site built in a rush because they needed a URL. But as Alyssa and Briana’s coaching business grew, the site became a liability. Visitors would land on the page and leave still unclear about exactly what Stocks & Blonds did. In a high-stakes industry like financial coaching, a lack of substance is a lack of credibility.

The Tension: Managing Growth While Preparing for Life

Alyssa and Briana aren't just coaches; they are operators who live the lifestyle they teach. They use the markets to escape the 9-5 grind and prioritize family. With both sisters currently growing their families and expecting children, the stakes for their business operations shifted. They didn't have time to manage messy DMs across Instagram and Threads to track prospects. They needed a strategic shift from "hustling for leads" to a system that captures them automatically.

The Strategy: From Social DM Chaos to an Integrated CRM

We moved the brand off its limited DIY platform and built a professional foundation using Framer and HubSpot.

• The Lead Generation Engine: We replaced manual DM tracking with integrated HubSpot forms. Whether a lead is booking a call or downloading one of their e-books, the data is captured, segmented, and stored in a central CRM. No more "who is talking to this person?"—the system handles the coordination.

• Automated Nurturing: We built out the automated follow-up sequences and e-book distribution workflows. This ensures every prospect gets a high-trust experience immediately, without Alyssa or Briana having to lift a finger.

• Measurable Performance: Their previous site lacked even basic Google Analytics. We fixed that. Now, as digital-savvy marketers themselves, they can finally monitor site performance and see exactly where their revenue is coming from.

• AI-Ready Architecture: We organized their service offerings and blog content with a clean structure that ensures they are visible in the age of AI search.

  
  

The Truth: Professionalism at the Speed of Business

One of the biggest hurdles for founders is the fear that a website rebuild will be a slow, daunting nightmare. We prioritized efficiency. We moved from concept to a fully operational, high-trust platform quickly, ensuring the business didn't miss a beat while the sisters focused on their families.

The Result: Operational Freedom

Stocks & Blonds now has more than just a pretty site; they have a platform that reflects their mission of helping women achieve financial security in a male-dominated field. Most importantly, the site gives them back their time.

"We aren't fighting the tech anymore. The website finally represents the brand we’ve built and handles the heavy lifting of our sales funnel for us."

We build systems so that founders can breathe again. By giving Stocks & Blonds a platform that they can update and manage themselves without a developer, we’ve ensured their growth is sustainable.

Is your business outgrowing your current website? If you need a partner to help you move from manual chaos to a streamlined growth system, let’s talk.