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Asset leverage with a funnel that simulates and converts.

Case · Financial services · Group purchase plans

Asset leverage with a funnel that simulates and converts.

Rio Grande do Sul · Brazil Finance · Group purchase plans Site & simulator WordPress
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Asset leverage with a funnel that simulates and converts.

(01) The challenge

Selling a consortium means selling trust and a sure bet.

Don Invest was created to present the consortium as an alternative to the traditional financial system and as a wealth-building tool, allowing customers to acquire a car, house or motorcycle with no down payment and no interest. Since the product demands clarity and trust, the customer needs to understand the offer, simulate real figures and feel secure enough to request service.

The goal was to create a site that explained the wealth-building strategy, offered a simple simulator for property, vehicles, installments or credit, and turned each simulation into a service opportunity.

Responsive design

The dream is simulated on mobile.

Don Invest's audience arrives via Instagram and TikTok and wants to simulate right away. On mobile, the simulator appears right after the first section, with only the essential fields.

Mobile-first Featured simulator Source: social media

(02) The approach

From desire to simulation, without friction.

01

Thesis before the product

"Credit as an investment, not as debt": the positioning against the traditional system opens the conversation.

02

Central simulator

Property, vehicle, wealth-based or financial leverage: the visitor chooses, enters the installment or credit amount and simulates.

03

Qualified capture

Each simulation delivers email and phone with context: the team calls already knowing what the client wants.

04

Visible trust

More than 1,000 customers served, direct channels (WhatsApp, phone) and the company's history on display.

(03) Solutions applied to the project

What was delivered, in practice.

01

Corporate website

Who we are, blog and contact: the brand's foundation of credibility.

02

Consortium simulator

Four modalities, installment or credit fields and direct submission to the sales team.

03

Service funnel

"We'll call you": the simulation becomes a lead with context, ready for the consultant.

04

Financial education blog

Content that explains the thesis and fuels organic traffic.

05

Social media integration

Instagram and TikTok connected to the site: the social audience lands in a real funnel.

doninvest.com.br
1,000+ clients
What was delivered, in practice.

(04) Results

A complete financial funnel.

1.000+

Clients served

4

Simulation modalities

~1 month

Development time

Project FAQ

Frequently asked questions about this case.

What did WebOption deliver in this project? +

The Don Invest site with an integrated consortium simulator: brand positioning, a four-modality simulation flow, qualified lead capture and a blog: in WordPress, connected to the sales operation.

How does the simulator work? +

The visitor chooses the modality (property, vehicle, wealth-based or financial leverage), enters the desired installment or credit amount and leaves their contact. The Don Invest team receives the simulation with context and returns with the best plans.

Why does the simulator improve conversion? +

Because it replaces the generic "get in touch" with an action that delivers immediate value: the visitor gets numbers for their own case, and the company gets a lead that has already said what they want: the call starts in the middle of the conversation, not from zero.

Can I get a similar result for my business? +

Yes. Every project starts with a free diagnosis in which we assess your funnel and current presence. From there, we design a site that turns visitors into real opportunities.



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