Estate Planning Publication & Digital Ecosystem

Led the complete product development lifecycle from physical publishing to automated email marketing funnels.

Authored and structured a comprehensive 120-page print publication designed to simplify high-stakes estate and financial planning for major e-commerce channels. Engineered an intuitive internal layout with a logical information hierarchy, risk-mitigation guides, real-world case studies, and interactive reflection exercises to eliminate user overwhelm.

Designed conversion-optimized landing pages and popups integrating interactive lead magnets — including a custom coverage calculator and expert webinar trainings — to capture high-intent leads. Engineered seamless opt-in workflows and direct consultation booking pathways to maximize conversion across digital touchpoints.

Built custom, high-converting landing pages tailored specifically for list-building and digital product sales using Kit. Architected multi-step, automated email sequences that nurture subscribers, deliver lead magnet assets, and seamlessly transition prospects toward purchasing the physical planner and related digital offers. Created targeted broadcasts and segmentation rules based on user behavior and engagement to maximize open rates, deliver personalized value, and drive recurring sales.

Created an ongoing educational resource hub to establish long-term authority and organic search engagement. Executed a high-end, editorial visual identity with a refined color palette, clean geometric framing, and polished promotional assets across web, print, and email channels.