Clarity today
Explain your accounting, tax, CFO, and business support services so visitors quickly understand who you help and why they should speak with you.
PREPARED FOR DEREK · CXO FINANCIAL
A clearer front door
for what’s next.
A modern Webflow website that explains CXO today—and gives your next offering a place to launch.
YOUR EXPERTISE. CLEARLY PRESENTED.cxo financial
Your website. Your account. Your IP.
Initial design direction · included for discussion
6 core pagesEditor-managed blogWix → Webflow3 clear milestones
01 / WHAT WE HEARD
You’re building something bigger.
Let’s get the front door right.
Derek, the immediate need is a credible, modern website. It should communicate your financial expertise, introduce your direction, and work smoothly with the specialists building your other systems.
Room for tomorrow
Give your initial report offering a focused landing-page layout, with calls to action that can link to the purchase and portal flows supplied by your other developers.
Control stays with CXO
Your Webflow account, billing, content, and domain stay under your control. Your team can publish articles without waiting for a developer.
02 / EXPLORE YOUR WEBSITE
Six pages.
One connected story.
Select a page to explore its purpose and deliverables. All six pages are included in the fixed price.
THE FIRST IMPRESSION
Turn interest into a conversation.
A clear introduction to CXO, your expertise, and the financial support you offer—with a direct path to book a consultation.
- Clear positioning and service overview
- Credibility through your published CPA / CFO background
- Consultation calls to action and mobile-friendly layout
INCLUDED IN YOUR $2,500 PROJECTExplore initial concept ↗
Also included
One reusable product landing-page layout for your initial financial report offering, plus CMS article and video templates. These support your launch without turning this phase into a software build.
A modern, responsive build
A tailored Webflow foundation using CXO’s name, orange branding, refined imagery, and smooth native interactions. Desktop, tablet, and mobile layouts.
Content your team controls
Editable Blog and Video CMS collections. Migrate up to 25 existing posts and video links combined, with supplied content and assets.
Connected inquiries
Contact form and newsletter signup connected using your supplied GoHighLevel forms. Existing booking link and supplied Client Login destination.
A considered launch
Basic page SEO, old-URL inventory and 301 redirects for changed Wix paths, GoDaddy domain connection, launch-day checks, and a recorded editing walkthrough.
03 / A FIRST LOOK
More than a promise.
A direction you can explore.
We’ve prepared an initial HTML concept using CXO’s content and orange. The approved direction will be rebuilt as editable native Webflow pages.
Explore the pages and scroll to see the motion. Photography is illustrative. CRM forms and Client Login are placeholders until your team supplies the connections. This concept is not the live website.
04 / YOUR INVESTMENT
A defined first phase.
One fixed price.
Everything listed in this proposal is included. Payments follow three reviewable milestones, so you can see the work before each milestone is approved.
Approve the direction before we build.
Review the page structure, visual direction, mobile approach, CMS plan, and scope. Includes two consolidated rounds of design revisions.
05 / THE ROAD TO LAUNCH
About three weeks.
With clear checkpoints.
Target: approximately 15 business days from kickoff, with prompt feedback and complete access. We’ll confirm the launch date together with your Technical Lead.
Align & design
Confirm the message, page structure, visual direction, content inventory, and responsibilities. Approve the design.
Milestone 1 · $750Build & connect
Build Webflow pages and CMS, migrate agreed content, add supplied integrations, and review the staging site.
Milestone 2 · $1,000Verify & launch
Test layouts and forms, verify redirects, connect the domain, and record your team’s editing walkthrough.
Milestone 3 · $750Your December 1 goal will be confirmed at kickoff against the actual start date and readiness of your content and external systems. We can agree a smaller launch set first if needed. Delayed approvals or missing integrations move the schedule.
06 / YOUR CONTROL, BY DESIGN
Your account.
Your content.
Your next chapter.
Webflow is our recommendation.
A strong fit for a polished marketing website, native animations, and a blog your team can manage. The account and billing will be set up in CXO Financial’s name using a CXO-controlled email. Your team stays in control of access.
From $25/monthWebflow Premium · billed annually
Additional Limited content-editor seats are listed at $15/month each, billed annually. One additional editor puts the indicative total at $40/month. Confirm current plan options and publishing permissions at checkout. Taxes, GoDaddy renewal, GoHighLevel, and any paid template or asset license are separate. Any paid asset requires your approval first. View Webflow pricing ↗
Ownership is explicit.
On full payment, the project’s custom design files, code, and content deliverables belong to CXO Financial. We hand over the assets and CMS exports. Third-party tools and assets retain their own licenses; Webflow’s hosted CMS functionality is not included in a static code export.
We coordinate directly with your Technical Lead on DNS, integration destinations, staging review, and launch verification. No changes to production happen before the launch is approved.
07 / CLEAR RESPONSIBILITIES
What we need
to move quickly.
- Webflow and Wix access, plus GoDaddy DNS access coordinated with your Technical Lead.
- Approved service descriptions, brand assets if available, and the content/video links to migrate.
- GoHighLevel form embeds and the approved booking, portal, and purchase destinations.
- Consolidated feedback within two business days at each checkpoint.
The software stays a separate workstream.
This fee covers the public website and supplied form/link connections. Portal development, authentication, sensitive-document uploads, AI analysis, report generation, payment processing, CRM workflows, and compliance certification are separate.
We’ll make the website ready to point visitors to those experiences. Their implementation and availability remain with your chosen developers. New functionality or extensive new copywriting is quoted separately before work begins.
08 / THE DETAILS
Good questions.
Clear answers.
Will my team be able to publish without a developer?
Yes. We’ll configure Blog and Video CMS collections and record how to create drafts, add images and metadata, preview, and publish. Handover includes a publishing test with a CXO editor account.
Is this a custom design or a template?
We’ll tailor a modern Webflow foundation to CXO’s content, orange branding, and approved visual direction. The price includes two consolidated design revision rounds. Any paid template license is approved by you and purchased in your account.
What does the migration include?
Up to 25 existing blog posts and video links combined, including supplied text, accessible images, original publication dates where available, and appropriate URLs. We reconcile the inventory together. New articles, video production, editing, and transcripts are separate.
How will you handle Wix URLs?
We inventory existing Wix URLs using the site export, sitemap, and available analytics. Changed pages get relevant 301 redirects; unchanged paths remain live. We verify every inventoried URL at launch. Existing course, intake, or purchase flows need an agreed replacement destination before retirement.
What about speed and SEO?
We include responsive images, restrained native motion, page titles and descriptions, headings, alt text, sitemap/canonical setup, and redirect verification. We target a Lighthouse performance score above 95 on the final pages and test with live integrations. Hosting, CRM embeds, analytics, and future edits affect results; the target is not a permanent score guarantee.
What happens after launch?
Fourteen calendar days of bug fixes for the agreed delivered scope are included from launch. New features, ongoing content work, and long-term maintenance are separate and quoted before work begins.
Does clicking a button accept this proposal?
No. This is a reviewable proposal. Scope, ownership, funding and the kickoff date will be confirmed through our usual written agreement or Upwork contract before work starts.
LET’S GET CXO READY FOR ITS NEXT CHAPTER
A website you’re proud to share.
And a plan you can trust.
If this matches your priorities, send the summary below back to Abu through our existing conversation. We’ll confirm scope with your Technical Lead and set up the three milestones.
No acceptance, payment, or personal information is collected on this page.