The Problem
People needed a clearer way to understand potential disability-benefit readiness while the business needed structured qualification, consent, tracking, and partner handoff.
What I Designed
A guided screening funnel that combines education, qualification logic, reporting, analytics, consent, and downstream assistance workflows.
How AI Was Used
- Funnel design
- Scoring and qualification design
- Application development
- Content
- Advertising creative
- Analytics troubleshooting
What Was Built
- Readiness screening
- Lead qualification
- Applicant results
- Consent management
- Account/login features
- Preparation guide
- Meta conversion tracking
- Admin tools
- AI Q&A content
- Lead handoff workflows
Challenges
- Balancing education with qualification
- Tracking conversion events correctly
- Connecting front-end lead generation with downstream assistance workflows
Outcome
- Created a complete screening-to-handoff funnel
- Centralized qualification and consent
- Connected marketing acquisition with operational lead handling
Screenshots
