Case Study: Preferred CFO
From Dated WordPress Website to a Streamlined HubSpot Powerhouse
At a Glance
Client: Preferred CFO
Industry: Fractional CFO and Outsourced CFO Services
Platform Migration: WordPress with DIVI Builder to HubSpot CMS
WebVolta Services: Website redesign, CMS migration, technical SEO, performance optimization, schema implementation
Template Framework: HubSpot ACT3
Timeline: 2025
Collaboration: WebVolta design team, WebVolta technical SEO team, Preferred CFO marketing leadership
Key Outcomes
- 53 percent increase in website traffic since January 2025
- 39 percent increase in sessions
- 29 percent increase in organic clicks
- Month over month traffic growth averaging 10 percent
- Page load times reduced from 4 to 5 seconds to under 3 seconds
- Bounce rate reduced by nearly 34 percent
- Reduction in spam form submissions
- Improved crawlability and indexation across search engines and AI platforms
Website Design Project Overview
WebVolta redesigned and migrated Preferred CFO’s website from WordPress and DIVI Builder to HubSpot CMS to improve site performance, usability, SEO crawlability, and long-term growth. The project focused on modern website design, faster load times, clean site architecture, and custom schema to support both traditional search engines and AI-driven discovery. Since launching, Preferred CFO has experienced consistent month over month traffic growth, improved engagement, and more reliable lead generation in a more streamlined layout.
The Problem
Preferred CFO is a leader in outsourced and fractional CFO services, but their website was not inspiring confidence. Built on WordPress, riddled with plug-ins, and created with the dated DIVI Builder, the site was slow, bloated, and littered with redirects and errors that were incredibly hard to keep up on. Search rankings were decent but flat, load times dragged on for 4 to 5 seconds, and frustrated visitors often bailed before even finding the services they needed.
To make matters worse, the DIVI editor was a nightmare for Preferred CFO’s marketing, content, and creative team. Editing pages felt like wading through quicksand (just like every 80s movie) and sometimes took as long as two hours to post a new blog or update an existing page. Traffic growth had plateaued, conversions were stuck, pages were being de-indexed by Google and Bing, and the website was holding back the brand instead of propelling it forward.
The Solution
Enter the WebVolta team!
Our team partnered closely with Preferred CFO’s marketing leader to architect a complete redesign and migration from WordPress to HubSpot CMS. The site was rebuilt on the ACT3 template foundation, paired with a modern design philosophy, and engineered for speed and crawlability, as well as user focused updates.
Every piece of the rebuild focused on performance and usability. Updated and clean structure. Leaner code with less bulk. Custom schema for SEO and ranking signals. A content management system that is actually enjoyable to use. The good things that make marketing and content creation successful.
The goal was simple and clear. Speed up the website, boost SEO visibility, and give Preferred CFO’s team the tools and templates to manage and grow their digital presence without battling outdated technology.
The Results
The payoff was immediate and measurable, but more importantly, it compounded over time. The past 12 months have seen substantial, positive change.
After the New Website Launch
- Load times dropped from 4 to 5 seconds to under 3 seconds and are currently testing at 2.8 seconds
- Traffic grew month over month by 13 percent, resulting in a 53 percent increase since January 2025
- Sessions increased by 39 percent during the same time period
- Organic clicks rose by 29 percent since March 2025
- Bounce rate dropped nearly 44 percent, keeping visitors engaged longer and exploring more pages
- Spam form submissions decreased while lead quality improved and growth became more consistent and predictable.
On the backend, the Preferred CFO marketing team finally got a site they could work with. Content on the HubSpot CMS can now be created, posted, and optimized faster and with far less friction. No more fighting DIVI’s clunky editor and losing valuable edits and updates! The marketing and SEO team can now move quickly and directly impact rankings, visibility, and performance as intended.
Search engines and AI platforms such as Google, Gemini, and ChatGPT began crawling and processing more of the site thanks to improved structure and sitemaps. The redesign did not just modernize the look and feel. It positioned Preferred CFO for long-term digital growth and operational savings in time and resources.
Client Perspective
“Our old WordPress site with DIVI was a nightmare. It was slow, bloated, and honestly just painful for our team to work with. WebVolta came in and made the entire process easy. They understood exactly where we were stuck, helped us map out a better structure, and kept communication clear the whole way through. The new HubSpot site isn’t just faster, it’s actually usable for our marketing team. Since launch we’ve seen traffic climb over 50 percent, bounce rates drop, and leads become more consistent. WebVolta delivered what we needed and did it with confidence.”
Jay Volak
Marketing Leader, Preferred CFO
The Takeaway
Preferred CFO is not just seeing a faster website, but also seeing the benefits of change. They are seeing sustained growth in visibility, engagement, and leads.
By moving the brand to HubSpot CMS and rethinking the site from the ground up, WebVolta helped unlock new momentum for a company that had been plateaued for years. When strong design, technical SEO, and a platform built for growth come together, the result is more than a website.
It is a performance engine as intended.
