All Case Studies
Full Digital Platform

Inner Wealth Initiate

A complete digital business — from lead generation through checkout to ongoing member engagement, all on one platform.

innerwealthinitiate.com
Inner Wealth Initiate homepage — dark premium design with warm gold typography
The Live Result · 5D-Owned Flagship

A Complete Digital Business.

Inner Wealth Initiate is our own live flagship — proof of how far a custom presence can grow when the website, commerce, member journey, and app all carry one unmistakable signal.

1

sovereign platform

website, commerce, membership, and community

Live

native iOS app

on Apple's App Store

End to end

member journey

from first visit through ongoing engagement

A living marketing site for every offering and every visitor
Funnels, Stripe commerce, and automated fulfilment working together
A private portal, community, analytics, and app under one brand
The Challenge

More Than a Website — an Entire Digital Ecosystem

Todd needed everything: a high-converting sales engine, a member portal with video and audio content delivery, a community space for members to connect, and an admin dashboard to manage it all. The brand needed to feel premium and aligned with the depth of the transformation work.

What We Built

Three Pillars of a Complete Digital Business

One marketing site, a library of dedicated conversion funnels, and a full member ecosystem — working as one engine that takes a stranger to a paying member to a lifelong community.

IWI main website — living showcase of products and services
Pillar I

The Main Website

A living showcase of every offering — designed to be the brand's sovereign home on the internet. The place where organic visitors, return clients, and warm referrals land to feel the work, meet the practitioner, and navigate into the right product or service.

HomepageProduct & Service PagesAboutTestimonialsBlog / InsightsContact
Pillar II

Dedicated Product Funnels

Standalone, high-converting funnels purpose-built for paid traffic — each product gets its own dedicated conversion path with its own narrative, checkout, and upsell sequence. Every funnel is wired for Meta Pixel, GA4, and Klaviyo so paid ads can be optimized against real revenue, not vanity metrics.

Paid-Ad ReadyStripe CheckoutOrder Bumps & UpsellsAdaptive Quiz RoutingPixel & Conversion Tracking
IWI product funnel — high-converting paid ad landing page with value stacking and checkout
Pillar III · Behind the Login

A Full Member Ecosystem

Not just a course platform. Not just a CRM. Not just a community tool. All three — engineered as one sovereign system, purpose-built to scale with the practice.

Member portal dashboard with owned programs and progress

The Member Dashboard

A personal welcome, owned programs, and one-click access to continue any course — all wrapped in the same premium aesthetic as the marketing site. Members feel the brand from the moment they log in.

Personalized GreetingOwned ProgramsContinue LearningBranded UI

Business Intelligence, Built In

Total members, revenue, average LTV, free-to-paid conversion, and member activity cohorts — all in one admin view. No Stripe tab, no spreadsheet export, no third-party dashboard. Most popular products and engagement overview surface the patterns that actually matter.

LTV TrackingRevenue AnalyticsCohort ActivityConversion FunnelProduct Performance
Portal analytics — total members, revenue, LTV, conversion, cohort activity
Per-member drill-down showing lifetime value, products, and course progress

Know Every Member

Click any member to see their complete journey — lifetime value, every product they own, revenue breakdown by funnel vs portal, and per-course progress. Send a direct message straight from their profile. This is the depth a premium practice needs to actually build relationships.

Per-Member LTVProduct OwnershipCourse ProgressDirect MessagingRevenue Attribution

A Private Social Space

An internal feed where owners post updates, broadcast high-value content, and members connect with each other. Pinned announcements, trending topics, @mentions, reactions. Community without ceding attention to Facebook or Discord.

Internal FeedBroadcast Posts@MentionsReactionsPinned AnnouncementsMember-to-Member
Community chat — social-style feed with posts, reactions, pinned content
eCommerce

A Storefront as Intentional as the Work

Products, courses, and session packages sold directly — a branded storefront, Stripe checkout with order bumps, and instant access the moment payment clears. No third-party cart, no jarring hand-off to someone else's brand.

storefront
Branded product storefront with multiple offers
purchase
In-portal product unlock and purchase
checkout
In-portal checkout
Branded StorefrontStripe CheckoutOrder Bumps & UpsellsDigital & Session PackagesInstant Delivery & Receipts
On the Apple App Store

The Practice, in Their Pocket

The platform doesn't stop at the browser. We shipped it as a native iOS app — so members carry their programs, daily practice, community, and a direct line to their guide wherever they are.

★★★★★ 5.0Education & Health & FitnessView on the App Store ↗
Inner Wealth Initiate iOS app — brand launch screen
App home — member dashboard with owned programs and continue-learning
App course player — a video lesson with progress and lesson notes
App community feed — member posts, mentions, and reactions
Native iOS AppCourse Video & AudioDaily PracticePrivate CommunityDirect MessagingPush Notifications
Working on the Resistance Map at a candlelit desk
Viewing the 5-phase system on tablet
Reading the guide on the couch

Ready for an Online Presence That Reflects and Amplifies Your Unique Frequency & Gifts?

Book a 20-minute brand briefing call. We'll map a custom online presence built to reflect and amplify your gifts — and surface you to the seekers meant to find you.