Case study 03 of 05
Lee H. Moultrie & Associates
One website. Every side of the work. One CRM.
Financial protection, advocacy and speaking · South Carolina · Visit leehmoultrie.com
The client
Lee H. Moultrie & Associates is a South Carolina organization led by Lee H. Moultrie II. Its work spans financial protection, healthcare advocacy, public speaking, community leadership and strategic partnerships.
What wasn’t working
Lee’s work had grown far beyond what the old website said. Insurance, healthcare advocacy, speaking, community initiatives, media, partnerships and recruiting were hard to understand as one connected brand.
The website and lead capture also needed to be rebuilt so each visitor reached the right next step instead of one generic contact form.
What we built
- A rebuilt website that separates and connects each side of the work
- Dedicated intake paths, including speaking requests, financial protection and recruiting
- Scheduling for conversations
- A CRM with dedicated pipelines for each kind of inquiry
- Automation and marketing infrastructure behind the CRM
What they can do now
- Let visitors explore each service on its own
- Take speaking engagement requests through their own path
- Connect people about financial protection and point them to advocacy resources
- Schedule conversations from the website
- Route every inquiry into the right CRM pipeline based on what the visitor needs
We publish results like traffic, leads or revenue only when we can show where the numbers came from. This page describes what was built and what it does.
Related reading: GoHighLevel for a small business.