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betterfy
Get more trafficA weekly search check and a blog that drafts itself.Turn more visitors into customersEvery inquiry caught, with a follow-up drafted.Lower your costsOne price instead of ten subscriptions.Save timeThe work you never get to, drafted before you open your laptop.See what's workingReports that start with a sentence, not a chart.How it works togetherOne record of your business that every part shares.
How it works togetherOne record of your business, so what one part notices the others use.See how it works →
All featuresThe full list, with what needs a setup step.
Get found
WebsiteA real site, built from about eleven questions.Search and blogA blog post drafted every week.
Win the customer
Leads and customers (CRM)Who to call today, with an opening line.Popups, free guides and testingMore inquiries from the visitors you already get.Booking, quotes and invoicesFrom a quote request to paid, on one thread.
Run it
Customer questions and chatReplies drafted from your own help articles.ReportsWhat happened and what to do next.Morning briefing and approvalsOne email. Approve in one tap.
How it works togetherOne record of your business, so what one part notices the others use.See how it works →
Medical spasFill the consult calendar.Remodelers and design-buildStop losing leads while you're on site.Managed IT providersA pipeline that isn't only referrals.All industriesFind the page for your kind of business.
How it works togetherOne record of your business, so what one part notices the others use.See how it works →
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Industries/Financial advisors
Financial advisors

Stay in front of prospects for the year it takes them to decide.

A website from the financial advisor blueprint that keeps a prospect in touch through a long decision.

Free. No account needed.

No site yet? Join the waitlist.

Follow-up drafted for you
Follow-up to someone who downloaded the checklist
ApproveSkip
Example site

Generated from the financial advisor blueprint

The example site is on its way

We haven't published the financial advisor example site yet, so there is nothing to click here. When it's ready it will appear in this frame with a link to the live demo. Until then, paste your own site and see yours rebuilt.

Your biggest concern

“A prospect takes a year to decide and I'm not top of mind when they do.”

A retirement decision isn't made after one meeting. Downloading the readiness checklist puts a prospect on your list with a history of what they read, and drafted follow-ups for leads that have gone quiet keep you in front of them while you approve each message yourself.

Example free guide

“Retirement readiness checklist”

A plain checklist for someone starting to plan. It starts a relationship long before they're ready to meet.

A free guide, written for your approval, that gives people still deciding a reason to leave an address.

Blog→Free guides

Each article ends with the most relevant guide, not a generic subscribe box.

  1. 1What happens

    A reader finishes one of your blog posts.

  2. 2Betterfy drafts

    Picks the free guide that fits what they just read.

  3. 3You approve

    Choose which guides are on offer.

  4. 4Result

    More readers leave their email for something they want.

Customers→Tasks

When a customer's health score drops, a follow-up task appears.

  1. 1What happens

    A customer goes quiet, or stops opening your emails.

  2. 2Betterfy drafts

    Their health score drops and a follow-up task appears.

  3. 3You approve

    Do the task or dismiss it.

  4. 4Result

    You catch slipping customers before they leave.

Keep what works

Your job software stays.

Wealthbox and Redtail keep your client records. Betterfy keeps prospects warm before they become clients, and can pass leads on by webhook.

  • Wealthbox
  • Redtail
Honest limits

What it doesn't do yet

  • No compliance archiving. Your review of every draft is the control.
  • Betterfy covers your website, lead capture and follow-up. It doesn't give financial advice.

See your financial advisor site rebuilt before you decide anything.

Free. No account needed.No site yet? Join the waitlist.
betterfy

One system for your business online.

Why Betterfy
Get more trafficTurn more visitors into customersLower your costsSave timeSee what's workingHow it works together
Features
All featuresWebsiteSearch and blogLeads and customers (CRM)Popups, free guides and testingBooking, quotes and invoicesCustomer questions and chatReportsMorning briefing and approvals
Industries
All industriesMedical spasRemodelers and design-buildManaged IT providers
Company
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