// Case study · Revenue Systems + Operations
Money Clarity
Six quiz tools, three subscription tiers, and a full lead-capture flow shipped in two weeks. Tina out of the manual triage loop for good.
6
quiz tools live
3
subscription tiers
~10-14d
kickoff to live
Ship time
~10-14 days
// Problem
Money Clarity launched as a personal-finance education brand with a static landing page and no qualification mechanism. Lead inbox required manual triage. No subscription stack. No re-engagement loop.
// Constraint
Founder Tina Singh (25 years on Wall Street, ex-Apollo and Brookfield) wanted the same operational rigor she ran on the trading desk, on a brand-new stack. Every payment through Stripe had to map to a tier with the right delivery sequence. Quiz had to feel personal, not generic.
// Build
6 quiz tools (each a different financial-literacy diagnostic). 3-tier subscription billing through Stripe. Lead capture flow connecting quiz completion → CRM → checkout → customer portal → email automation. Mobile-first website built from scratch.
// Proof
6 quiz tools live. 3 subscription tiers running. Lead capture flow connecting everything. Tina out of the manual triage loop. Site live in 10-14 days.
// Source-handover
Source code in Money's repo. Run by their team. We stay on retainer for what they do not want to staff.
30 minutes. We listen. You leave with a written assessment.
Whether you hire us or not. A clear written plan, a real timeline, and the names of the exact systems we would build for you.
Book a 30-min Call