01 · AI-built website
Built around how your business works.
- ✓Editable service and advice-process pages
- ✓Clear introductory consultation prompts
- ✓Trust-building starting copy you approve
For financial advisers
Make the first conversation about financial advice easier to begin.
Crafted1 builds an editable website around your advice process, then helps visitors find approved business information and request a time to talk.
No credit card or financial details required. Create, edit, and review your preview before you choose a plan.
Prospective clients often need to understand your services and process before they are ready to book an introductory conversation.
Start with a website. Activate your AI employee when you are ready.
02 · AI Employee
Answer the questions people ask first.
Your AI employee starts with information you approve—then gives visitors a clear, helpful next step.
“Can I request an introductory conversation?”
03 · AI-guided booking
Receive a request with context.
Guide ready customers to the right request, gather useful details, and hand the next step to your team.
Introductory conversation request ready
A more useful first conversation
Answer the questions people ask before they contact you.
The AI Customer Assistant starts with the information you approve. It helps visitors understand your business and gives them a clear route to contact your team when needed.
Examples for a financial adviser
- “What services do you provide?”
- “How do I request an introductory conversation?”
- “What should I prepare for a first meeting?”
Start where you are
Build the website first—or activate an AI employee from day one.
For financial advisers, AI-guided booking can begin with an introductory conversation request with the client’s general goal and contact details included.
Build my AI-powered online presence