Full Website Build – Financial Service (MVP)

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Scope with Automated Document Population & Manual Approval

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Project Overview

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I am looking for a UX-focused Webflow / no‑code developer to design and build a production‑ready MVP website for a UK consumer financial service.

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The site must support a complete, real‑world flow:

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Users enter their information

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A document template is automatically populated from their inputs

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The user reviews and confirms their details

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The case is queued for manual accountant review

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A final checked PDF is sent to the customer

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This is a full website build, but not a SaaS or platform. No user accounts, dashboards, or complex backend.

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Visual and UX expectations are similar to PensionBee, Taxfix, and Beeny (clean, modern, trust‑led).

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Budget & Timeline

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Fixed budget: $1,500

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Timeline: 1-3 months

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Core User Flow (Non‑Negotiable)

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User lands on site

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User completes eligibility / estimate calculator

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User reviews estimated outcome

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User proceeds to Stripe checkout

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User completes detailed intake form

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User sees a review page summarising their inputs

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User confirms accuracy + accepts Terms & Privacy

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Submission triggers automated document draft generation

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Case is queued for manual review (internal)

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Approved PDF is sent to the customer

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Scope of Work

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1. UX & Structure

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Simple sitemap and page hierarchy

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Low‑fidelity wireframes for key pages

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Clear conversion‑led UX

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Mobile‑first

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1. Pages to Build (Max 7–8)

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Built in Webflow, responsive and production‑ready:

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Home

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Eligibility / Calculator

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How It Works

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Pricing

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FAQs

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About

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Contact

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Legal placeholders (Privacy / Terms – content supplied separately)

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1. Calculator (MVP)

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One calculator only

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Determines eligibility and estimates outcome

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Inputs and logic provided

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Output example:

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Eligible

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Clear CTA to proceed

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1. Forms & Customer Review Step

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Multi‑step intake form (Tally or Typeform acceptable)

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Mandatory review page displaying all submitted details

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User must confirm:

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“I confirm the information provided is accurate”

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Acceptance of Terms & Privacy Policy

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1. Payments

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Stripe Checkout integration

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No user accounts

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1. Automation (Critical)

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Automation must:

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Create an internal case record (Airtable or similar)

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Automatically populate a document template (Google Docs or equivalent)

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Replace placeholders with customer data

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Generate a draft PDF for internal review

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Notify admin of new case awaiting review

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Important:

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Drafts must NOT be sent automatically to customers

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Manual approval step is mandatory

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1. Manual Approval & Send Flow

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Internal status control (e.g. “Approved – Send”)

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On approval:

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Final PDF generated

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PDF emailed to customer

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Case marked as completed

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Technical Requirements

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Webflow frontend

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No custom backend

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Automation via Make.com or Zapier

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Google Docs → PDF workflow acceptable

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Clean, maintainable setup

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Basic on‑page SEO (titles & meta descriptions)

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Ideal Contractor Profile

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Proven Webflow builds (live examples required)

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Comfortable with no‑code automation

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Experience with Stripe flows

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Understands regulated / trust‑based UX

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Can work within strict MVP scope

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What to Submit

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2–3 live Webflow sites built end‑to‑end

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Confirmation you can deliver within scope and budget

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Estimated timeline

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Definition of Success

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Website can accept real users and payments

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Documents are auto‑populated correctly

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Admin review process is clear and reliable

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Customer receives a professional, compliant PDF after approval

• No user accounts, dashboards, or complex backend
• Timeline: 1-3 months
• Low‑fidelity wireframes for key pages
• Clear conversion‑led UX
• Payments
• Stripe Checkout integration
• Automation (Critical)
• Create an internal case record (Airtable or similar)
• Drafts must NOT be sent automatically to customers
• Manual Approval & Send Flow
• Internal status control (e.g. “Approved – Send”)
• Automation via Make.com or Zapier
• Google Docs → PDF workflow acceptable
• Basic on‑page SEO (titles & meta descriptions)
• Proven Webflow builds (live examples required)
• Comfortable with no‑code automation
• Experience with Stripe flows
• Understands regulated / trust‑based UX
• Can work within strict MVP scope
• Documents are auto‑populated correctly
• Admin review process is clear and reliable

• Fixed budget: $1,500
• Simple sitemap and page hierarchy
• Calculator (MVP)
• One calculator only
• Confirmation you can deliver within scope and budget

• Scope with Automated Document Population & Manual Approval
• I am looking for a UX-focused Webflow / no‑code developer to design and build a production‑ready MVP website for a UK consumer financial service
• The site must support a complete, real‑world flow:
• A document template is automatically populated from their inputs
• The user reviews and confirms their details
• A final checked PDF is sent to the customer
• Visual and UX expectations are similar to PensionBee, Taxfix, and Beeny (clean, modern, trust‑led)
• User lands on site
• User completes eligibility / estimate calculator
• User reviews estimated outcome
• User proceeds to Stripe checkout
• User completes detailed intake form
• User sees a review page summarising their inputs
• User confirms accuracy + accepts Terms & Privacy
• Submission triggers automated document draft generation
• Case is queued for manual review (internal)
• Approved PDF is sent to the customer
• UX & Structure
• Pages to Build (Max 7–8)
• Determines eligibility and estimates outcome
• Inputs and logic provided
• Forms & Customer Review Step
• Multi‑step intake form (Tally or Typeform acceptable)
• Mandatory review page displaying all submitted details
• Automatically populate a document template (Google Docs or equivalent)
• Replace placeholders with customer data
• Generate a draft PDF for internal review
• Notify admin of new case awaiting review