LifeScore — Financial Assessment Platform
Built a conversion-focused financial assessment platform that transforms user inputs into personalized scores and actionable improvement plans.
From the partner
Built a conversion-focused financial assessment platform that transforms user inputs into personalized scores and actionable improvement plans.
The Challenge:
Client needed a system to help users understand their financial position and identify their next best move — beyond generic budget tracking.
The Solution:
Designed and deployed LifeScore, a guided assessment experience that delivers:
→ Dynamic LifeScore calculation (0-100)
→ 6-tier financial classification system
→ Personalized insight messaging
→ Ranked improvement recommendations
Key Features:
- 10-question structured assessment covering income, savings, debt, job stability, and investment behavior
- Strategic email capture layer at peak engagement moment (before results reveal)
- Real-time score animation and conditional UI rendering
- Mobile-optimized UX with conversion-focused flow
Tech Stack:
Softr (frontend + conditional logic) • Airtable (scoring engine + database) • Custom dynamic components
Outcome:
Delivered a platform that educates users instantly, captures high-quality leads, and creates a foundation for financial advisory services. System processes assessments in real-time with zero manual intervention.
Core Competencies: No-code automation, conversion funnel design, conditional UI logic, database architecture, user experience optimization
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Thomahn Digitals
I build automated business systems for startups and growing teams, combining Softr, Airtable, and Make.com into client portals, internal tools, and end-to-end workflows that eliminate manual work at scale. With 4 years of production experience and clients across the US, UK, and Europe, I've delivered everything from AI-powered document automation to complete business operating systems on time, built to last. Certified by Anthropic. If your team is still running on manual processes, that's exactly what I fix.
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