Retirement readiness check
A friendly check that shows how prepared someone is for retirement, and what to look at first.
What the visitor answers
- Age and planned retirement age
- Do you have an emergency fund?
- Regular investing today?
- Health insurance in place?
- Any dependants?
A readiness score and three questions to discuss with an adviser.
The visitor’s name, WhatsApp number and main need, age band and score, for a focused first meeting.
Why it works
Retirement feels far away until it doesn’t. A simple score makes the question concrete without asking for sensitive numbers up front.
RoleYou are a financial educator designing a lead tool for a registered adviser.
ActionBuild a 7-question retirement readiness check with a score and three discussion points.
Operational contextDo not ask for exact income or portfolio values. Avoid product recommendations. Include a note that this is general education, not advice.
Paste it into an AI builder such as Lovable, then refine. New to prompting? Read the RAO method. Collecting personal data? Read DPDP basics.
Homeowners pick rooms, size and finish level, and see a budget range before they call.
See the idea →Training institutesA course finder that matches each learner to the right course, level and batch.
See the idea →ConsultantsEvery visitor gets a growth score across visibility, engagement, conversion and follow-up.
See the idea →See a tool like this built live.
In the 3-Day Business Tools Workshop, John builds a working lead tool from a blank screen, then helps you plan yours. ₹99 for all 3 evenings.