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Website CRO Audit
Your homepage, service pages and contact path reviewed screen by screen, with a roadmap ranked by impact.
Finance, insurance & legal
More qualified leads for finance, insurance and law firms
Conversion audits, calculators and self-assessments for financial advisors, insurance brokers, fintech companies and law firms, built on 600+ CRO audits across 250+ industries.
Services for financial, insurance and legal firms
Start with the audit to see where trust breaks, then let visitors estimate and assess before they call.
Typeform Form
Loan, premium, fee or eligibility calculators that give a first figure and qualify each request.
ScoreApp Funnel
A self-assessment, such as financial health or business exit readiness, that turns your expertise into leads.
Also useful
Lead Gen Consulting A 90-day plan to generate leads on a long sales cycle.
Digital Strategy Personas, competitors and an action plan in one document.
What I keep finding on finance and legal websites
Financial advisors, insurance brokers, fintech and crypto companies and legal services come up regularly in my audits, and these three leaks appear almost every time.
Trust signals come too late
Licenses, regulation, credentials, security and reviews sit in the footer or on a separate page. In a sector where trust is the product, visitors need them at first glance.
Visitors can't estimate anything on their own
Premiums, fees, monthly payments, legal costs: every figure requires a call. Visitors who want a first idea compare with a competitor who offers a simulator.
Forms feel like an interrogation
Personal and financial details requested upfront, before any value is given. Visitors hesitate to share them with a firm they don't know yet.
How each service brings in more qualified clients
The audit restores trust, the calculator gives a first figure, the assessment starts the conversation.
Find where trust breaks
I go through your site the way a cautious prospect would, from the homepage to the contact form, and score every page across nine conversion dimensions.
- 20+ page PDF report
- Priority matrix and roadmap
- Private video walkthrough on Loom
From $150 USD
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Give a first figure before the first call
A conversational form asks a few simple questions, calculates an estimate with your own formulas and only then asks for contact details.
- Loan, premium, fee and eligibility calculators
- Estimates calculated with your own formulas
- Contact details asked after the value
From $100 USD
View the service
Turn your expertise into a self-assessment
Prospects measure their situation against your method, get a score with a personalized result, and you receive a lead who already knows where they stand. I built one for a business exit readiness program.
- Landing page and assessment on your own domain
- Multi-dimension scoring and result tiers
- Personalized result page with charts
From $250 USD
View the service
Not sure which service fits your firm?
Answer a few quick questions and the finder matches you with the service that fits your project best.
Find my serviceHow it works?
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Create your free Fiverr account. Your payment stays secured in escrow until you approve the work, with dedicated customer support backing every order.
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Message me to scope your project, or book the service straight from my gig. We align on goals, deliverables, and scope before anything starts.
Get Your Delivery, On Schedule
Your project is delivered within a defined timeline, agreed upfront. Clear deadlines, no surprises - just work you can use right away.
Questions from finance, insurance and legal firms
What does a CRO audit cover for a financial advisor or insurance website?
The Website CRO Audit reviews the pages a prospect goes through before contacting you: homepage, service pages, credentials, reviews and the contact path. Each page is scored across nine conversion dimensions, and you receive a 20+ page PDF report, a priority matrix and a private video walkthrough on Loom, in 3 to 5 days, from $150.
Can a Typeform calculator estimate an insurance premium or a loan payment?
Yes, with the formulas and ranges you provide. The visitor gets a first figure, and the final offer stays yours after review. Only then does the form ask for contact details, which makes visitors more willing to share them. From $100, in 3 to 5 days.
Do you write regulated financial or legal content?
No. Mandatory mentions, disclaimers and any statement about returns, coverage or legal outcomes stay yours to validate with your compliance or legal team. I work on structure, clarity, trust and the path to contact.
What kind of self-assessment works for a financial or legal firm?
Assessments that help prospects understand their situation: financial health, retirement readiness, business exit readiness, legal risk. The ScoreApp Funnel includes the landing page, the assessment and the result page, from $250 in 4 days.
How can a law firm or financial advisor generate more leads online?
On a long sales cycle, the site rarely closes, but it decides who asks for a first conversation. The Lead Gen Consulting maps where your funnel leaks and gives you a 90-day roadmap, from $150.
How do I order a service for my financial, insurance or law firm?
Every service is ordered on Fiverr, where I'm a Vetted Pro in the top 1% of freelancers. Each service page links to its Fiverr listing, so you can compare the packages and order in a few clicks.
Alexis - Pro Certified Freelancer on Fiverr
I am a French freelancer on Fiverr.com for the past 6 years. I've delivered more than 1,500 projects on the platform with 850+ reviews. I fluently speak 🇬🇧 🇫🇷 🇪🇸 🇧🇷 and hold an MBA in International Marketing.
Since 2026, I'm Vetted Pro by Fiverr across 4 categories: