Client Spotlight: Shelly Schell and Purposeful Spending

Client Spotlight

Apr 6

Elevating Financial Education with Strategic Web Design

Client: Shelly Schell, CDFA®, Purposeful Spending
Service: Custom Web Design + Brand Development

The Challenge

Shelly Schell, a Certified Financial Analyst with over two decades of investment industry experience, approached Sway Rise Creative needing a simple one-page website to market her financial education workbook for women.

Like many successful consultants, Shelly's time was her most valuable asset. She needed a sophisticated web presence that would convert high-end clients—without getting bogged down in endless design reviews and technical decisions. Her priority was clear: elegant branding that reflected her premium positioning and a website that drove revenue from day one.

Strategic Vision

While Shelly wanted a simple one-page site, we saw potential for something more valuable: a complete platform to establish her expertise in women's financial education, generate qualified leads, and create a sustainable system for selling her book—all while respecting her limited time.

The Sway Rise Creative Solution

We delivered a complete package that handled everything Shelly needed:

Instead of just building a website, we transformed her raw content into a professionally designed, editable workbook ready to sell. From that same content, we created a strategic freebie to convert leads into customers.

The visual elements came together effortlessly from Shelly's perspective. We created custom AI-generated imagery perfectly matched to her sophisticated brand, developed a cohesive visual identity that resonated with her high-end audience, and delivered everything ready for immediate use.

For lead generation, we built a system around her expertise: a valuable financial insights freebie with an automated thank-you page that nurtures new subscribers toward purchasing her workbook.

What made this project special was how little of Shelly's time it required. We handled both the website creation and the actual workbook product, letting her focus on what she does best.

Business Results

This comprehensive solution delivered what matters most:

Shelly now stands as an authority in women's financial education
She has an automated system bringing in book sales
She saved countless hours by having us handle the entire process

Client Testimonial

"Before I worked with Diane, I felt overwhelmed and confused with how to handle tech and sell my new book, and I just needed the right mindset to move forward. But working with Diane was great! There's nothing I'd change about the experience. She made everything so simple and I love her aesthetics.

I know the landing page for my new, gorgeous financial mindset workbook will give me the opportunity to increase revenue that I did not have before. This was a great experience. Thank you!" — Shelly Schell, CDFA®

The Sway Rise Creative Advantage

By taking Shelly's content and creating both her website and workbook product, we delivered a complete business solution that required minimal input from her busy schedule.

Our use of AI-generated imagery ensured perfect brand alignment while accelerating the design process.

This case proves that the best service for busy professionals is comprehensive, done-for-you solutions that deliver results without demanding their time—creating platforms that not only sell products but position clients as thought leaders in their industry.