Case Study
Mikelann Valterra
The Client
Mikelann Valterra is an established money coach and author who helps clients transform their relationship with money — combining practical financial strategy with emotional wellness. She had built a loyal client base through SeattleMoneyCoach.com over many years, but the domain name was quietly capping her growth. It tied her to a single city at the moment her practice was ready to serve a national audience.
Beyond the domain, her website backend had become difficult to maintain. Updating content required technical workarounds, and the overall experience no longer reflected the depth and warmth she brought to her coaching work.
The Challenge
Mikelann needed more than a visual refresh. She needed a new digital home built for who she was becoming — an author and coach with national reach, not a local resource. The new site had to accomplish three things at once: feel warm and safe enough that potential clients would trust her with their most emotionally loaded financial conversations; reflect her genuine personality and expertise; and actively convert visitors into coaching clients rather than passively displaying her credentials.
What We Built
Brand Identity
- A complete rebrand centered on Mikelann as a person, not a geographic location — moving from SeattleMoneyCoach.com to mikelannvalterra.com
- Logo system and visual identity designed to feel warm, professional, and approachable — creating the psychological safety money conversations require
- Color palette, typography, and photo treatment guidelines that balance expertise with accessibility
What We Built
WordPress Website
- A fully custom WordPress build designed for easy self-management — Mikelann can update content herself without technical support
- Content architecture that guides visitors through her philosophy before presenting services, building trust progressively
- Mobile-responsive design with clear pathways to her book, coaching programs, and contact
Lead Generation Quiz
- A custom interactive quiz that converts website visitors into qualified coaching leads by helping them identify their relationship with money
- Quiz logic designed to segment visitors and deliver personalized results that connect their specific situation to Mikelann's coaching approach
- Integrated with her email list to create an ongoing nurture pathway beyond the initial website visit
The Outcome
Mikelann launched with a digital presence that finally matched the national scope of her practice. Her new website gives her a platform to speak to clients anywhere, positions her book and coaching programs with equal weight, and actively generates leads through the quiz rather than waiting for visitors to find their own way to contact.
"Such a gorgeous reflection of your work — clarity, empowerment, and confidence shine through every word."
— anonymous client of Mikelann Valterra
