Tasks
VI Portal Updates
Review everything related to the project below. If there is anything we need you to review it will be listed under “What you need to review”
Planning
Summary
Goal
Questions to answer
Research required
Outline of deliverable due dates
Outline of to-do’s
Hi guys,
We’ve outlined the worked required to get all of these updates done. I wanted to let you know that the following action items for the portal and airtable will be done by end of next week. We will make these updates complimentary, as they fall within the monthly maintenance scope.
Streamline the quote process by removing unnecessary steps.Completed, client is automatically directed to the full Used Car Dealer application form.Change terminology from 'application' to 'questionnaire' for consistency.DoneUpdate email routing for different types of insurance requests.DoneUpdate so you can mark if customer is current client or new in the backend.Added to get started form and in the backend can be set next to Business Name.Address issues with duplicate entries in the daily action list.Removed all duplicates based on Client Name and setup measures to prevent future duplicates. If you notice more please just let us know.Addressing issues with duplicate entries in the daily action list:Ensure that the system is designed to link new applications to existing client records to prevent duplication.Implement a verification step that checks for existing entries before creating new records in the daily action list.Regularly audit the daily action list for duplicates and establish a protocol for resolving any identified issues.- Create a visual diagram to explain the editing process. We are still working on this and will have it to you by the beginning of next week
Add functionality to open driver information in a separate tab.Finalizing today so that you can see the information and the input in the same view.Update pdf editing so that you can see the prefilled fields but not edit them.You can now see all fields, but ones that should be edited in Airtable and not the other form software will be grey. With the new tow application proposal we sent you we have outlined a way that we can streamline this so all the editing takes place in one location which make it way easier to manage and edit pdfs.We will make sure Business Name is more prevalent.It is now the primary field.Confirm why prior carrier, policy year, etc show on drivers license input.Added by mistake, they’ve been removed.Ability to assign team members to specific clients and filter daily action list to see only the clients you’re assigned to.Here’s a quick video showing how this works.Add 3rd followup when client completes get started form but does not complete the application.Done
As for the website updates I was hoping to get a bit more clarity on the items. Are you looking for just some simple text updates that say that you specialize in Garage, Dealers and Tow or are you looking for more of an overall refresh from what currently exists? My recommendation would be an overall refresh and updating copy and design to specifically target these business owners. There are 3 options we have to move forward with these updates:
1. Complete Site Refresh: We do offer a digital refresh service for the entire website if you’re interested. This costs $4k and we would redesign the entire website and write new copy for it specifically targeting your primary customers in order to increase the conversion rate of the site. 2. Simple Text Updates: If you just want simple text updates this would fall within your monthly plan and we can get that done for you. 3. Partial Site Refresh: If you would like us to redesign just the core parts of your website that would take about 5-10 hours of work that we would charge our hourly consulting rate for.
- 1. Complete Site Refresh: We do offer a digital refresh service for the entire website if you’re interested. This costs $4k and we would redesign the entire website and write new copy for it specifically targeting your primary customers in order to increase the conversion rate of the site.
- 2. Simple Text Updates: If you just want simple text updates this would fall within your monthly plan and we can get that done for you.
- 3. Partial Site Refresh: If you would like us to redesign just the core parts of your website that would take about 5-10 hours of work that we would charge our hourly consulting rate for.
Please let me know if you have any questions.
Project tasks
All
Deliverable Dates
Task Detail | Due Date | Hours | Status | Assigned To | Client | Project |
|---|---|---|---|---|---|---|
March 11, 2025 | 1 | Completed |  Eli Weldon | |||
March 13, 2025 | 0.5 | Completed | Eli Weldon | |||
March 14, 2025 | 0.25 | Completed | Eli Weldon | |||
March 17, 2025 | 0.5 | Completed | Eli Weldon | |||
March 17, 2025 | 0.25 | Completed | Eli Weldon | |||
March 17, 2025 | 0.25 | Completed | Eli Weldon | |||
March 18, 2025 | 0.25 | Completed | Eli Weldon | |||
March 19, 2025 | 0.25 | Completed | Eli Weldon | |||
March 19, 2025 | 0.25 | Completed |  Solomon Wood | |||
March 19, 2025 | 0.25 | Completed | Solomon Wood | |||
March 19, 2025 | 0.5 | Completed | Solomon Wood | |||
March 19, 2025 | 0.25 | Completed | Solomon Wood | |||
March 19, 2025 | 0.5 | Completed | Solomon Wood | |||
March 20, 2025 | 0.25 | Completed | Eli Weldon | |||
March 20, 2025 | 0.25 | Completed | Eli Weldon | |||
March 25, 2025 | 0.75 | Completed | Eli Weldon | |||
April 2, 2025 | 0.5 | Completed | Eli Weldon | |||
April 2, 2025 | 0.25 | Completed | Eli Weldon | |||
April 3, 2025 | 1 | Completed | Eli WeldonSolomon Wood | |||
April 7, 2025 | 0.5 | Completed | Eli Weldon | |||
April 8, 2025 | 0.2 | Completed | Eli Weldon | |||
April 8, 2025 | 0.1 | Completed | Eli Weldon Adnan Jutt | |||
May 15, 2025 | 0.2 | Completed | Eli Weldon | |||
0.75 | Forgone | Eli Weldon |