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Fixledger
Turning complex reconciliation into a clear product story—and a working lead engine.
The engagement
Fixledger is reconciliation and client-reporting software for independent RIAs. Euphemios shaped a complex operational product into a production-ready market experience, then connected four high-intent visitor journeys to a lead workflow the client owns.
01
The challenge
The product needed to signal operational rigor and auditability without asking prospective buyers to decode the underlying systems. Walkthrough requests, product materials, investor interest, and updates also needed to become visible, actionable follow-up—not disappear into disconnected forms.
02
The approach
We refined the story around Fixledger’s daily reconciliation workflow, carried the approved visual direction into a responsive production experience, and added clear pricing, security, customer, legal, and product-material routes. Each capture path now feeds a Fixledger-owned workspace that records interest, acknowledges prospects, scores product signals, and keeps follow-up decisions in the founder’s hands.
4capture journeys
1client-owned pipeline
0 pxdesktop parity drift
03
Scope of work
- Product positioning and production marketing experience
- Clean route architecture for pricing, security, customers, legal, deck, and product materials
- Investor-deck serving and gated product-brief experience
- Client-owned capture, acknowledgement, scoring, and scheduling workflow
04
What we delivered
- Responsive production website with deterministic source-to-build parity
- Four capture journeys: investor deck, product brief, product updates, and walkthrough requests
- Unified lead sheet with work-email and product-interest scoring
- Human-gated follow-up and scheduling workflow
- Repo-managed Google Apps Script backend and deployment runbook
- 01
Every visitor journey records to a dedicated client-owned tab and sends the appropriate notification or acknowledgement.
- 02
Signals roll into one founder-controlled lead view without automating away the human decision to invite a prospect.
- 03
The marketing site, gated assets, and lead operations now share one maintainable production system.
- 04
The approved desktop experience reached zero differing pixels in the parity gate once animation clocks were pinned.
Built with
- Static web
- Vercel
- Google Apps Script
- Google Sheets
- Google Calendar
- Cloudflare DNS