The Customer Acquisition
Opportunity Review
A bank-wide Signal Report, a 60-minute live debrief, and a live prototype preview of what a reimagined acquisition experience could look like. The most complete diagnostic engagement in the suite.
Payment before work begins
Three parts. One engagement.
This is the complete diagnostic engagement. A written analysis, a live working session, and a prototype preview that shows what's possible when the findings are addressed, all built around your bank's specific acquisition gaps.
The Signal Report
A bank-wide written diagnostic covering your digital customer acquisition footprint. Acquisition footprint analysis, conversion signal mapping, and a prioritized gap analysis ranked by revenue impact. Delivered before the debrief is scheduled.
The Live Debrief
A 60-minute live video session with your leadership team. Walkthrough of the top findings and their business implications, open Q&A, and a prioritization discussion. Up to 6 participants. Scheduled after your team has reviewed the report.
The Prototype Preview
An interactive prototype showing what a reimagined version of your bank's acquisition experience could look like when the gaps in the Signal Report are addressed. Shown live during the debrief. Not delivered. Not licensed.
On the prototype: The prototype is a teaser, not a deliverable. It is shown on screen during the debrief session to demonstrate the opportunity, not transferred, not provided as design files, and not to be reverse-engineered or used as a specification for implementation. If you want to act on what you see, that is a separate engagement with a separate scope and investment. The prototype exists to make the gap analysis tangible. Nothing more.
How it works
No intake calls before work begins. No scope creep. Four steps from payment to debrief, up to 21 business days total.
You pay via Stripe
Secure payment through Stripe. Work begins within one business day. You receive a confirmation email immediately.
Buy Now →I audit your bank
I work through your public-facing digital acquisition experience and build both the written report and the prototype concurrently. No internal access required.
Report delivered
Written Signal Report delivered via email within 10 business days. Your team reviews it before we schedule the live session.
Live debrief + prototype
60-minute video session with your leadership team. I walk through the findings and present the prototype live on screen. Scheduled within 10 business days of report delivery.
Why my read is worth paying for
The findings are the product. I diagnose, I don't implement, so there's nothing for me to upsell and no reason to soften what I find. You get a straight read on where your acquisition system loses customers and what it's costing you.
Who this is for, and who it isn't
This is the right engagement if
- You want to understand what your acquisition experience could become, not just what's broken in it.
- You're making a case for significant digital investment and need both the evidence and the vision to move leadership.
- You need the written report, a live debrief, and something tangible to show your team what better looks like.
- You want the most complete diagnostic engagement available before committing to a larger build.
This is not the right fit if
- You need implementation or design files. The prototype is shown, not delivered. Build work is a separate scope.
- You only need the written report. See the Signal Report ($1,000).
- You want a mortgage-specific video. See the Mortgage Growth Video Audit ($2,500).
- You need a report and a briefing but not a prototype. See the Executive Briefing ($3,500).
This is the top of the suite
Every engagement is built on the same signal analysis framework. This tier adds the live prototype preview, the most complete view of both the problem and the opportunity.
Mortgage Signal Report
Written diagnostic of your mortgage funnel. 7 business days. No meetings.
Bank-wide Signal Report
The same written diagnostic across your full retail acquisition footprint.
Mortgage Application Experience Audit
The Mortgage Signal Report plus a narrated walkthrough of the application itself.
Customer Acquisition Executive Briefing
The bank-wide report plus a 45-minute live briefing with your leadership team.
Customer Acquisition Opportunity Review
One product, diagnosed in depth, with a live debrief and a reimagined prototype of that product.
Buy NowBuild a package that fits your bank.
The four diagnostics are sold individually online. If you want to combine them, cover more than one product line, or scope something broader across your bank, tell me what you're weighing and I'll come back with a tailored package. I respond within 2 business days.
Before you commit
See the problem. See
what's possible.
A written bank-wide diagnostic, a 60-minute live debrief, and a prototype showing what a reimagined acquisition experience could look like. The most complete diagnostic engagement in the suite.
$4,500 Fixed fee · Paid via Stripe · Work begins within 1 business dayDelivery Guarantee
Your written report is delivered within 10 business days of payment, or I refund you in full. The one exception: the live debrief and prototype session is booked around your team's calendar, so if your scheduling pushes it past that window, it doesn't affect the guarantee.