LIVENOWB A L A N C E
YOUR MONEY. YOUR LIFE.How it works ↗
LIVENOW / WALKTHROUGH

One assessment.
Two clear workspaces.

Send visitors straight to the assessment. Their answers become a personal dashboard. Your team reviews completed assessments in a separate admin panel.

  1. 1 Questions
  2. 2 Name, email & phone
  3. 3 Personal dashboard
START HERE / FOR VISITORS

The lead magnet

A focused form that opens on question one, with progress, back, and continue controls. No long landing page is needed.

  • 15 questions about life and money
  • Contact details collected at the end
  • Results open after the contact step
Direct entry: /assessment
AFTER COMPLETION / FOR THE USER

My dashboard

The participant’s personal report, based on their assessment answers.

  • Executive summary and balance direction
  • Two scores and interactive charts
  • Priorities and three practical actions
Fictional example: /example
FOR YOUR TEAM

The admin panel

A separate, sign-in-protected workspace for reviewing leads and their assessment context.

  • Search and filter completed assessments
  • Contact details, inputs, and results
  • Invitation status and advisor notes
Staff sign-in required: /admin
View the optional marketing landing page ↗