Case Study: Kibler Financial Coaching

Apr 9, 2021Blog, Case Studies0 comments

Kibler Financial Coaching is owned and operated by David Kibler, a certified Dave Ramsey Financial Coach. They sit down with clients and see if they need a financial coach and if so, work with them over a series of sessions to help them learn how to budget and accelerate paying off their debt. During the budgeting process, they find an average of $300-$500 per month that the customer didn’t know they had.
They needed a site where they could tell everyone what they do and explain the process along with having a way for those wanting his services to be able to get a free consultation and also pay for coaching packages.
We built a site that was clean and responsive so that it looks good on a mobile device along with building a way to get a free consultation by filling out a form and then also purchasing a coaching session plan and making their first appointment.
By being a customer of Jordan Web Solutions, we were able to use Gravity Forms to allow customers to provide their basic contact information so they could arrange a free consultation. After the customer fills out the form, the information is emailed to Kibler Financial Coaching so that they can contact the customer to set up their appointment.

Purchasing and booking online with Kibler Financial Coaching

If the customer decides that they want to purchase a coaching plan, we integrated Easy Digital Downloads with Amelia Online Booking into the website. By using Easy Digital Downloads, we were also able to set up the purchasing process with PayPal to accept the payments and return the customer to a receipt screen. At this screen, we added the Amelia Online Booking plugin which will allow the customer to book their first session.

We synced the Amelia plugin with Kibler’s calendar so anytime someone books an appointment, he will get an email and the appointment will show up on his calendar. He will have all of the customer’s information in the event.
Customer testimonials are handled by the Testify plugin which will place random testimonials in set places around the website. We also added a plugin that will place random quotes on money and how to handle money throughout the website. These quotes can be changed easily in the admin panel of the site.
Kibler Financial Coaching is also set up on our maintenance plans which provide all updates and backups for the site as well as the use of the premium plugins, Gravity Forms and iThemes Security.
For more information on our maintenance plans and/or a new website design, please feel free to contact us and set up an appointment.

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Darrell was ALWAYS available! He was so helpful in answering all my questions and ensuing I understood all the steps I needed to take to create the most professional and appealing website for my Firm. I really liked that, because of his experience and expertise, he was able to give me advise on what may or may not be the best/most appropriate information to add, pictures, etc. The level of professionalism and his knowledge of all things IT gives me assurance I can always reach out to him for any IT solution and you don't have to wait weeks for a response.

Whitney Pinkney
I was most impressed that Darrell was able to take the pages from my website and get them to a point where we could take the next step to refine the pages to my ideas. I was very happy with his response to my suggestions and requests on various components of the page; images, text, etc.

After updating my site, he took some time to show me how to do my own editing and use the tools he put into place. Kudos, Mr. Jordan!

Michael Beall
Jordan Web Solutions does a fantastic job of not only illustrating content, but also making sure to use phrases and words that will get your site to pop up in search engines. Professional, knowledgable, and quick. I would recommend them to anyone.

David Kibler
Darrell listened to what I wanted and designed the web site accordingly. He worked with us making changes as the site developed. He also had good suggestions and provided the instruction I needed.

Rick Mordoff
Darrell was extremely creative, he had a lot of ideas for my website, which was fantastic because I didn't really know what was possible, or what exactly I wanted. He filled in a lot of gaps! He was also extremely patient with me, since I am not as tech savvy as some. I would definitely work with him again!

AJ Mortara
Darrell Jordan has designed and maintained our church website for the past several years. Darrell is creative, efficient, and very accommodating. He has gone “above and beyond” to give us exactly what we’re looking for. I recommend him highly!

Mark Jones
I’ve worked with Darrell for nearly 7 years. He has hosted several of my business websites, and I have recommended him to several family members and friends. He is professional, and very accessible, which is important when you need help with a business website. Much better than working with a large, faceless corporation.

Feoshia Davis
I want to thank you for the work you did building us a new website. We are very pleased. The site looks so good. We are proud to call it our’s. I appreciate how agreeable you were to work with. You didn’t make us feel dumb because we knew so little about what we were doing. Thanks for that. Our new website is going to serve us for years to come. Once again, thank you.

Stephen Hobbs