Case Study: Insight Wealth Strategies achieves dependable, streamlined lead capture with Jotform

How Insight Wealth Strategies Uses JotForm to Capture Leads

Insight Wealth Strategies, a financial planning firm led by David Chazin with offices in Northern California and Houston and a 25-person team, needed a dependable, powerful, and easy-to-set-up online way to collect leads from its direct mail, cold calling, events, and digital marketing. To solve that challenge they turned to Jotform, embedding Jotform lead-capture forms directly on their website so prospects could easily reach out.

Using Jotform’s embedded forms, custom thank-you pages, and email notification features, Insight captures leads from various digital advertising campaigns and tracks them via Google Analytics. Jotform’s ease of setup and tracking has streamlined lead capture, helped line up eager prospects, and supported Insight’s consistent year-over-year growth and plans to expand its planner team and corporate client relationships.

Insight Wealth Strategies

David Chazin

Managing Director