There Is Confidential Information Within This Page!

Please note: The information held within this page is confidential for the sole destination of HD Financial Services (soon to be Purple Heart) staff. The information held within this document including, but not limited to; plans, ideas, pricing and advice are not for public circulation and remain the Intellectual Property of 22 Century Design Ltd.

Website Audit & Proposal: HD Financial Services / Purple Heart

Firstly, I wanted to take the time to thank the HD team for the opportunity to provide our services by submitting this website audit and proposal for your consideration.

Your Tailored Website Audit For hdaviesfs.co.uk

We have successfully performed a high-level initial audit of your website www.hdaviesfs.co.uk, which can be viewed below. Within the document you will find metrics and their respective performance statistics, hints and tips to elevate your current website along with visual indications via screenshots.

Although we think your website is in moderate condition, we always believe there are enhancements and improvements to be made to further elevate your website. User experience is paramount in this technological age and we believe we can unlock excellent features which will elevate your website appeal, scrollability and readability resulting in a positive impact on prospect conversion.

Advantageous larger scale updates to explore

Rebranding HD Financial Services

I know the idea of Purple Heart is being batted around, I feel this will elevate your website considerably. Exploring the Purple Heart brand into mortgages, insurance and wills.

Reimagining
'Purple Heart'

A striking logo is only a small part of your brand, explore creating a brand presence by utilising colour, symbolism and language.

Utilising Data Capture Forms Throughout

Placing intuitive enquiry forms in key areas of your website can help make it more visible so users will submit valuable data via your website.

Making It Easy & Simple

Collecting valuable data will help with your nurturing process as well as an enquiry follow up, use custom experienced to pre-fill data making it faster and easier for the user.

Explore Colour Coding Pre Service Type

As Velvet offer two main services, you provide mortgages and protection, consider utilising the brand colour suite and allocating a colour per service for easier exploration.
By allocating colours per service type, your social channels will also become more concise for the users. Colour recognition is a highly powerful tool to be used; for instance Cadbury's purple is synonymous with the brand, independently from the logo.

Secondary Navigation Menus For Mobile

Having to scroll back up to the top of a page, especially if it is long, can be a pain. By adding in secondary navigation menus between service types can enhance user experience.

Great For Large Service Types

By segmenting service types with additional navigation menus can elevate and enhance a websites usability, especially for large service types such as mortgages where each subsection is very specific.

Wanting To Maximise Your Website Potential?

We’ve shown you a few tips and tricks to elevate your current website, and we’ve highlighted some areas which could ideally benefit from an overhaul. You’re now probably now wondering what something like that would cost… Don’t worry, we’ve covered that for you as well with a tailored proposal for your consideration.

Website Redesign & Bespoke Build Via WordPress

The Purple Heart website project will consist of three key phases; Planning, Design & Build. Your custom WordPress site will be hosted on an environmentally conscious UK server, dedicated to 22 Century Design Ltd. Here at 22 Century we are doing our part to reduce our environmental impact, that’s why our servers operate on 100% renewable energy.

 

Having a ‘one-host’ approach to your online web and online presence ensures you have seamless in-house communications and direction. With a singular point of contact, you will be able to get answers and collaboration quickly and easily. Our Director, Rachel Jenkins will be your personal account manager, overseeing all elements of your website project planning, design, built and aftercare to ensure the best possible service for you, your team and your business. 

Proposal clean spec

Planning & Laying Your Sites Foundations

Firstly, we will provide support in creating and elevating website copy via our content creation service, we will work with you and your compliance company to create informative, compliant and converting text for your website descriptions. This content will be analysed and adapt into SEO optimised copy which has great readability, ranks well on Google and most importantly converts.

 

Secondly, the planning phase will focus on your current information and content database. We always advise, developing and cleanse a comprehensive database of information – working closely with compliance and the Velvet team to ensure a precise record is collected factoring in key information.

 

From this information, we can create a tailored area, including cross and up sell opportunities ensuring you receive the maximum revenue from each interaction, resulting in a positive bottom line impact. Accompanying this, a full site net will be drafted in advance of any design work taking place, this will formulate a clear and considered website structure for us to work with resulting in a faster design process and therefore, reducing costs on creative fees.

Proposal CleanSpec

Designing Your Website

Bespoke designs will be created and provided within a viewable format prior to build. We like to design first rather than design whilst building to minimise alteration time and reducing amendment charges for the client, this is a vital step within the compliance approval journey. 22 Century  are keen to built you the best possible website in the most cost effective way so we can provide the quality of service we pride ourselves on delivering. 

 

Your website will consist of the key pages established during your site planning phase, however, from our experience of web design, we initially estimate this will cover vital elements such as the inclusion of FAQ’s, easy to submit enquiry forms with CRM integrations integration and Google review carousels.

 

We want to design your site with scalability in mind, so you can avoid additional design fees later when you wish to add more information, such as text, media, pages or creative elements, whilst scaling your offering as the company naturally expands and grows.

 

All of our bespoke designs will factor in the most up-to-date techniques for usability, accessibility and responsiveness so you can deliver a show-stopping website, no matter the device.

 

Care and consideration will be taken to factor in design parameters which will best display key information, with an easy browse navigation included. By doing this, we will be able to increase your average interaction values and ensure a positive ROI per transaction. The designs will be created with consumer conversion as its primary purpose.

Proposal CleanSpec

Build, Set-Up & Integration

Purple Heart offer a fantastic range of information, we believe it deserves an innovative and intelligent website to represent it best online… We will be using the most up to date build techniques. Using WordPress enables you to have a tailored website, built with customer navigation at its forefront. Our website build will include premium technology to allow easy back-end editing, with a flawless front-end experience. Premium plug-in’s will be used and licences are included within our tender (see EST document for timescales).

 

Our custom WordPress sites will be tailor made to fit Velvet at launch, which will grow and evolve inline with your goals and targets as a business. 

 

You will be also able to utilise our excellent network of suppliers, including premium SEO services ensuring you gain vital visibility on Google and other search engines.

What's The Process?

Welcome To #Team22
Project Confirmation Meeting
We will outline a preliminary project timeline and confirm the final scope of works to be carried out.
Welcome To #Team22
Payment Check-Point
Initial 50% Deposit
An initial deposit will be charged at the start of your project to secure your workflow allocation and purchase initial items such as hosting.
Payment Check-Point
Project Preparation
Website Hosting & SSL Certificate
Your website hosting plan will be arranged in preparation for your projects start date and include the installation of a 12 month SSL Certificate. Your hosting plan will be for 12 months* paid monthly via Direct Debit.
*See estimate document for more information.
Project Preparation
Phase 01
Content Plan & Site Strategy
Content gathering via existing website to minimise data loss, liaison with compliance requirements regarding any updated since last site approval. Additional site functionality will be established prior to design.
Phase 01
Phase 01
Copywriting Service
Unique, optimised copy will be created which will be tailored to your business and specific audience. This copy will be issued to compliance for approval and sign-off.
Phase 01
Phase 02
Bespoke Website Design
Designs will be created and provided to the client in a viewable format for approval prior to building.
*See estimate document for more information.
Phase 02
Payment Check-Point
25% Partial Payment
Partial payment will be charged at 25% of the estimated value. Remaining balance of the project will be charged upon project completion.
Payment Check-Point
Phase 03
Bespoke Build On WordPress
Your website will be custom built using WordPress, including the latest premium plug-in’s ensuring smooth operation from a user perspective and easy maintenance within the site CMS. Costs will include 12 month subscriptions to relevant operational plug-in’s*.
*See estimate document for more information.
Phase 03
Phase 03
CRM Integration
Provide support and assistance with your CRM provider to facilitate a smooth connection and set up for an elevated marketing and lead nurturing experience.
Phase 03
Phase 03
Website Pre-Launch Testing
We will include all pre-activation testing and snagging prior to launch of the site to ensure a smooth relaunch for your clients to enjoy.
Phase 03
Payment Check-Point
Final Payment
Final payment will be charged to complete your project. Options are available for ongoing maintenance of your site.
Payment Check-Point
Post Launch Hand-Over
Book A Complete Hand-Over Training Session
If you do not want managed maintenance delivered on-demand by the 22 Century team, a session can be booked to deliver a comprehensive 1 hour training session on your new sites CMS. Sessions are held via Zoom.
Post Launch Hand-Over

Itemised Project Pricing

Check Out Our
Previous Work

Most Recent
Website Reviews:

Rachel has gone over and above at every step of creating my new website. The clear, no nonsense quotation, reassured me from the start of my project that I would understand each stage of the build and Rachel's lovely friendly manner ensured I wasn't afraid to ask for help. They have trained me so patiently and taken the time to go over certain things more than once. They have helped me shape my website to one that I couldn't be more proud of.

If you are on the fence as to who to trust to take your business to the next level, don't be! Get in touch with the team at 22 Century Design and begin your journey in safe hands. Thanks guys, you are the BEST!
KJ Interiors
After recently starting a new business, I have been really impressed with the branding and web design services provided by 22 Century Design. The team have been really helpful offering additional advice and guidance. I couldn't recommend them highly enough for their creativity and customer service.
Mechanic Giveaways
Rachel organised our entire website re launch and new branding throughout last year. She was professional and did a great job. It ended up being a really tricky job with one thing and another but Rachel managed a way through and the website looks amazing. Rachel continues to work through a never ending list of updates and communication has always been fab from start to finish. Highly recommend.
Bybrook Furniture & Event Hire
I would like the say thank you to Rachel from 22 Century Design & Marketing for the outstanding job that she has done creating our new company website, we had no idea what we wanted or the theme to go with, Rachel took what little information she had, asked a few questions and wham, our new website was born.

Rachel has a knack of putting together that you want, without knowing what you wanted in the first place.
Beyond The Plane
Was it worth investing a lot of money at a time when businesses are struggling to survive? It most definitely was!

The website created a Main Stage for my business and captured my brand in a sleek yet fun style. Rachel obviously understood the emotional investment I had and my passion for my work was of the forefront.

Not only has she cleverly integrated my booking system, which is now generating income showing a return on my investment but has also taught me new techniques on how present my business in a way that now flows seamlessly into my already active social media platforms. The attention to detail was impeccable.
Bars & Belles

Thank you for your time and consideration. We hope this has been useful to your decision making process and look forward to speaking again soon.

Do you have a quick question regarding this proposal?

Let's Get Started

*All timeframes and dates mentioned within this page may be subject to change. The above is an estimate and is valid for 30 days only. It is subject to revision due to client and/or supplier changes over and above the amount state or cost of sale variations, these will be charged in material costs. Additional costs incurred will be charged at our standard £60 hourly rate. Anything not mentioned above is not included in these costs and will be charged as an extra fee stated on your final invoice. © 22 Century Design Ltd own all copyrights on all work designed, build, provided or produced unless a specific payment and usage terms are agreed and settles with the client. Please see our terms & conditions and policies. By proceeding with this estimate you are marking your acceptance of our company terms and contract of services, signature of this contract may also be required at the discretion of 22 Century Design Ltd.

Do you have a quick question regarding this proposal?

Let's Get Started

Most Recent Website Reviews:

Rachel has gone over and above at every step of creating my new website. The clear, no nonsense quotation, reassured me from the start of my project that I would understand each stage of the build and Rachel's lovely friendly manner ensured I wasn't afraid to ask for help. They have trained me so patiently and taken the time to go over certain things more than once. They have helped me shape my website to one that I couldn't be more proud of.

If you are on the fence as to who to trust to take your business to the next level, don't be! Get in touch with the team at 22 Century Design and begin your journey in safe hands. Thanks guys, you are the BEST!
KJ Interiors
After recently starting a new business, I have been really impressed with the branding and web design services provided by 22 Century Design. The team have been really helpful offering additional advice and guidance. I couldn't recommend them highly enough for their creativity and customer service.
Mechanic Giveaways
Rachel organised our entire website re launch and new branding throughout last year. She was professional and did a great job. It ended up being a really tricky job with one thing and another but Rachel managed a way through and the website looks amazing. Rachel continues to work through a never ending list of updates and communication has always been fab from start to finish. Highly recommend.
Bybrook Furniture & Event Hire
I would like the say thank you to Rachel from 22 Century Design & Marketing for the outstanding job that she has done creating our new company website, we had no idea what we wanted or the theme to go with, Rachel took what little information she had, asked a few questions and wham, our new website was born.

Rachel has a knack of putting together that you want, without knowing what you wanted in the first place.
Beyond The Plane
Was it worth investing a lot of money at a time when businesses are struggling to survive? It most definitely was!

The website created a Main Stage for my business and captured my brand in a sleek yet fun style. Rachel obviously understood the emotional investment I had and my passion for my work was of the forefront.

Not only has she cleverly integrated my booking system, which is now generating income showing a return on my investment but has also taught me new techniques on how present my business in a way that now flows seamlessly into my already active social media platforms. The attention to detail was impeccable.
Bars & Belles

Check Out Our Previous Work

*All timeframes and dates mentioned within this page may be subject to change. The above is an estimate and is valid for 30 days only. It is subject to revision due to client and/or supplier changes over and above the amount state or cost of sale variations, these will be charged in material costs. Additional costs incurred will be charged at our standard £60 hourly rate. Anything not mentioned above is not included in these costs and will be charged as an extra fee stated on your final invoice. © 22 Century Design Ltd own all copyrights on all work designed, build, provided or produced unless a specific payment and usage terms are agreed and settles with the client. Please see our terms & conditions and policies. By proceeding with this estimate you are marking your acceptance of our company terms and contract of services, signature of this contract may also be required at the discretion of 22 Century Design Ltd.