Your Digital Foundation.
Done for You. to SUPPORT
Your Practice.
Launch your own digital advisor platform, complete with a 3-page branded website, 3 lead-gen pages, and a full visual identity built in your name and aligned with our attooh! brand
Your Digital Foundation.
Done for You.
to SUPPORT
Your Practice.
Launch your digital advisor platform, with
3-page branded website and 3 lead-gen pages, and a full visual identity built in your name and aligned with your Juristic Representative.
THE REAL CHALLENGE ADVISORS FACE
You became a financial advisor to serve clients, not to manage landing pages, LMS's, or digital campaigns. But without a strong online presence and consistent client journey, you risk being invisible.
NO ONLINE PRESENCE
Referrals and outdated tactics aren’t enough anymore. Without a branded online presence, clients can’t find you or trust you.
NOT BEING ADMIN STRONG
Following up with leads, confirming appointments, and tracking notes manually? That’s time lost and opportunities missed.
Inconsistent Client Experience
Scattered emails, templates, and booking tools create confusion and erode trust with potential clients.
NO BRAND ALIGNMENT
Your messaging doesn’t match your Juristic Rep’s standards. That disconnect can hurt credibility and compliance.
THE REAL CHALLENGE ADVISORS FACE
You became a financial advisor to serve clients, not to manage landing pages, LMS's, or digital campaigns. But without a strong online presence and consistent client journey, you risk being invisible.
NO ONLINE PRESENCE
Referrals and outdated tactics aren’t enough anymore. Without a branded online presence, clients can’t find you or trust you.
NOT BEING ADMIN STRONG
Following up with leads, confirming appointments, and tracking notes manually? That’s time lost and opportunities missed.
Inconsistent Client Experience
Scattered emails, templates, and booking tools create confusion and erode trust with potential clients.
NO BRAND ALIGNMENT
Your messaging doesn’t match your Juristic Rep’s standards. That disconnect can hurt credibility and compliance.
You don't need another tool
just a simple, done-for-you solution
Branded 3-page website in your name
Three campaign pages to collect and follow up with leads
Dashboard to manage leads and schedule social content
Provide tools that you and your team can use to task one another and communicate
Done-for-you setup and ongoing support
You don't need
another tool
just a simple,
done-for-you solution
Branded 3-page website in your name,
Three campaign pages to collect and follow up with leads
Dashboard to manage leads and schedule social content
Provide tools that you and your team can use to task one another and communicate
Done-for-you setup and ongoing support
THE BRAND solution we offer you!
branded
website
A professionally branded 3-page website that builds trust with every visitor, hosted under your personal domain and aligned with your Juristic Rep.
LEAD CAPTURE DASHBOARD
Your advisor dashboard connects directly to your lead-gen pages. Track contact info, follow-ups, and client interest, all in one place.
Branded CLIENT EXPERIENCE
From your visuals to messaging, every element is designed around your personal brand identity, consistent, compliant, and advisor-first.
hands-free
setup
We do it all: from when you provide us with your details, we will complete your content, layout, and campaign pages and launch. You show up, and we do the rest.
Social Media Dashboard
Schedule your posts across all major platforms directly from your ClientStudio dashboard no design skills or tools required. We will provide you with 8 educational posts a month to get you started.
The Perfect
plan for your
Growing PRACTICE
HeyStudio gives you a complete digital foundation: a 3-page website, 3 lead campaign pages, including basic automation, a lead capture dashboard, all branded in your name and aligned with your Juristic Rep's Brand.
You also get 8 pre-designed social media posts per month, a personalised corporate profile (with your bio and team), automated birthday messages, and a fully visual identity, adverts and custom automations aren't included.
THE BRAND solution
we offer you!
Branded website
A professionally branded 3-page website that builds trust with every visitor, hosted under your personal domain and aligned with your Juristic Representative.
Financial advisor branded website
Website Lead forms
Automated lead workflows are triggered once clients complete the form
CAMPAIGN FUNNELS
Your 3-page site includes two campaign pages built to collect leads via a call to action and then captured under your personal domain.
Branded call-to-action pages
Lead forms that connect to your dashboard
Customised messaging aligned with your services
Built under your own name/domain
More campaigns will be added in the future
LEAD CAPTURE DASHBOARD
Organise and track client submissions through a visual dashboard designed for financial advisors. Your dashboard connects to your campaigns, tracks form submissions, and helps you stay organised.
Track incoming form submissions
Visual pipeline (e.g. new → in conversation → onboarded)
Manually add notes & client history
POPIA-compliant handling
MARKETING Dashboard
Schedule your posts across all major platforms directly from your ClientStudio dashboard; no design skills or tools are required. We will provide you with 8 designed posts per month to get you started. Manage your content in one place with built-in tools to schedule posts across platforms.
Social media scheduler for LinkedIn, Facebook, etc.
8 ready-to-use social media designs with content per month
View content calendar
Post drafts + publishing in your name
8 templates included to get you started
15 personalised social/WhatsApp templates with your photo and details.
Blog training should you want to start blogging
Branded CLIENT EXPERIENCE
From your visuals to messaging, every element is designed around your brand identity, consistent, compliant, and advisor-first. Resources to support your communication, onboarding, and brand alignment.
A branded corporate profile (PDF) featuring your bio and team, ideal for pitching to clients
Automated birthday messages to help you stay top of mind (IFA only)
POPIA-compliant privacy policies and disclaimers
Pre-designed forms and templates (editable)
Branded banners, email signatures & digital backgrounds
Juristic Rep visual consistency ensured
hands-free setup
We do it all: from when you provide us with your details, we will complete your content, layout, and campaign pages and launch. We handle everything from start to launch.
Full onboarding and platform setup
Designs and copywriting included
Ongoing access to the support team
You focus on your clients; we handle the rest
1
BUILD CREDIBILITY
Stand out as a trustworthy financial advisor with a polished, professional online presence built around your personal brand.
2
LAUNCH YOUR OWN BRAND
We create a full digital identity for you, including a personal domain, branded website, and various branded assets that reflect your Juristic Representative’s standards.
3
DONE FOR YOU SETUP
We handle everything from content and design to campaign setup and launch. You stay focused on clients. We build the engine.
We will create your brand that
creates trust around YOU!
Once you register, you will receive a guided document to complete; we will then do the rest for you. Your brand, your voice, and your domain all aligned with your Juristic Rep’s requirements.
With HeyStudio, you get a complete digital foundation designed to earn trust, attract leads, and save you time. No tech experience needed.
PERSONALISED BRAND
Your brand is built around your name and expertise aligned with your Juristic Rep. Everything is tailored for your advisory practice and clients.
WEBSITE WITH 3 FUNNEL PAGES
Your 3-page site includes three campaign pages built to collect leads via a call to action and then captured under your personal domain.
LEAD TRACKING
Easily manage your leads and content from one place. Your dashboard connects to your campaigns, tracks form submissions, and helps you stay organised.
The Perfect plan for your Growing PRACTICE
HeyStudio gives you a complete digital foundation: a 3-page website, 3 lead campaign pages, with basic automation, and a lead capture dashboard, all branded in your name and aligned with your Juristic Rep's Brand. You also get 8 pre-designed social media posts per month, a personalised corporate profile (with your bio and team), automated birthday messages, and a fully visual identity.
SEO, ads, and custom automations aren't included.
BRANDED WEBSITE
A 3-page website, professionally written, designed, and structured around your name and advisory services.
LEAD MANAGEMENT SYSTEM
Organise and track client submissions through a clean, visual dashboard designed for financial advisors.
Track incoming form submissions
Visual pipeline (e.g. new → in conversation → onboarded)
POPIA-compliant handling
Automatic notifications are sent to advisors upon lead submission. Never miss a new lead
A generic sales pipeline is available to track and manage leads.
Enables admin task assignment and client note tracking.
The dashboard provides visibility for practice oversight and internal workflow.
Integration with Outlook calendar to sync Advisor bookings and follow-ups.
Optional client booking links can be embedded into websites or emails.
Automated email follow-ups and calendar booking
CAMPAIGN FUNNELS
You receive 3 done-for-you campaign pages, designed to convert visitors into leads.
Branded call-to-action pages
Lead forms that connect to your dashboard
Customised messaging aligned with your services
Built under your own name/domain
More campaigns will be added in the future.
Contact Page to use at events or in emailers
Review Page with fillable and paper trial
Wills Page to collect leads for Wills
MARKETING DASHBOARD
Manage your content in one place, with built-in tools to schedule posts across platforms.
Social media scheduler for LinkedIn, Facebook, etc.
16 ready-to-use social media designs with content per month
View content calendar
15 personalised social/WhatsApp templates with your photo and details.
BLOG training should you want to start blogging (please request this on your support page)
CLIENT TOOLS
Resources to support your communication, onboarding, and brand alignment.
A branded corporate profile (PDF) featuring your bio and team, ideal for pitching to clients
Automated birthday messages to help you stay top of mind - coming soon
POPIA-compliant privacy policies and disclaimers
Pre-designed forms and templates (editable)
Branded banners, email signatures & digital backgrounds
Correct use of attooh! and the Discovery Corporate Brand and FSP requirements consistency ensured
setup & support
We handle everything from
start to launch.
Full onboarding and platform setup
Designs and copywriting included
Ongoing access to the support team
You focus on your clients; we handle the rest
We will create
your brand that creates trust around YOU!
We will assist you with guidelines to collect information from you, then continue with the brand creation. Your brand, your voice, and your domain all aligned with your Juristic Rep’s requirements.
With HeyStudio, you get a complete digital foundation designed to earn trust, attract leads, and save you time. No tech experience needed.
Take Your Practice
to the Next Level 🚀
Ready to grow your client base, save time, and stay compliant?
The HeyStudio Advisor Platform is built to simplify your practice and power your success!
