Client

🚀OWC

Summary

Category

Operations

Assigned To

Eli Weldon

Status

In Progress

Start & Finish Date

July 25, 2024 → August 8, 2024

Products

Final Outline

Todo:

Tasks for 02

• 02. Take screenshots of current clients site listed in project card
• 02. Outline the pages of the site that are needed and the sections on each page, add any new needed - day 1
• 02. Task designer with starting to outline a new theme and homepage based on the submission and created copy and guidelines - day 1
• 02. Create homepage copy using prompts - day 3
• 02. Create copy for any additional sections outside of the homepage - day 1

• 02. Design homepage using the outlined copy and any additional sections not in homepage- day 5
• 02. Add homepage to markup https://app.markup.io/w/owc - day 10
• 02. Review homepage design with team for feedback
• 02. Send homepage to client for review - day 15

Tasks for 03

• 03. Task developer with building out entire site - day 1
• 03. Duplicate base template for a new build - day 1
• 03. Check-in on developers progress, create new task to check-in - day 5
• 03. Add site to markup https://app.markup.io/w/owc - day 10
• 03. Review site with team for feedback - day 11
• 03. Send site to client for review - day 15

Tasks for 04

• 04. Send client final invoice for work done - day 1
• 04. Confirm invoice is paid, if so create task for go through site live process and take clients site live - day

Tasks for 04a

• 04a. Go through process to update digital profiles

Going live process

• Flywheel changes
• Flywheel Site Dashboard Open new site. Add Site Going Live Url under Site Launch Info in Card Desc to Flywheel site domain configuration: standard & www, set domain to primary
• Flywheel Site Dashboard -> Add Ons: enable ssl (fields: Organization - OWConsulting LLC)
• Needed to enable sendgrid emails in flywheel
• enable MPU’s
• When going live things to change in DNS:
• Google search console verification
• Send grid email keys
• IP Address
• Site settings
• Disable discourage search engines in WP Menu > Setting > Reading
• Confirm clients email get’s form notifications
• Add domain to Google Webmaster tools use team@ow.consulting login and submit a sitemap (DOMAIN.com/sitemap_index.xml)
• Add google analytics, created an account
• Upload and enable AISEO, go through process to setupp
• Info needed for setup:
• Business hours
• Business address
• Business contact email and phone
• Business area’s served
• Go through default setup wizard
• Adjust homepage title and images
• Add license DTGIID2DR3IZY7OCH
• Search Appereance → Image SEO, add alt tags
• Local SEO → Add business info
• Local SEO → Add hours

Sent email:

Dear Nancy,

We are delighted to inform you that your new website, https://akisbreadhaus.com, is now live! Here’s an overview of the key improvements and benefits of the work we’ve completed.

Enhancements and Benefits:

• Enhanced Security: We've enabled SSL encryption, ensuring that your website is secure and trustworthy for your visitors.
• Improved Email Delivery: Configuration with SendGrid ensures that all email communications from your website are reliable and reach your customers' inboxes.
• Optimized for Search Engines: We've verified your site with Google Search Console and submitted a sitemap, which will help improve your site's visibility and ranking on search engines.
• Analytics Setup: Google Analytics has been integrated, allowing you to track and analyze your website traffic and user behavior to make informed decisions.
• SEO Optimization: We've set up AISEO with your business information, optimized homepage titles and images, and added alt tags to images. This will enhance your site's search engine optimization, making it easier for potential customers to find you online.
• Local SEO: Your business information, including hours and contact details, has been added to improve local search results, ensuring that customers in your area can easily find and contact you.
• Email Notifications: We’ve ensured that your email settings are correctly configured so you’ll receive all necessary notifications from your site.

These improvements will not only enhance your website's performance and security but also improve your visibility and accessibility to your customers.

As per our agreement, we will now proceed with billing the remaining balance of your invoice. If you have any questions or need further assistance, please do not hesitate to reach out,

Thank you once again for choosing us for your website redesign. We look forward to continuing our partnership and supporting your business growth.

Need to do:

• Figure out better software for reviewing and approving designs and content
• Make the initial better and easier to complete
• Make sure it has all the necessarsy information
• Have chris review https://ow.consulting/understanding-your-business/
• Buildout of Aki’s big takeaway: “Need to change the form to collect more information about what the business owner wants: What matters to you and your team that a customer / business knows about Aki’s?”
• make sure we collect domain registrar info
• Make sure we collect profile info
• get google analytics
• Process: Created tagline & description
• Start the website design during the logo, create items that are universal across all designs

Task Detail	Due Date	Hours	Status	Assigned To	Client	Project
OWC site changes	August 5, 2024	0.5	Done	SavannahEli Weldonadnan jutt	🚀OWC	OWC For Next Site Build
Look at metrics overtime for HL, use for client testimonials	August 16, 2024		In Progress	Savannah	🚀OWC	OWC For Next Site Build
Sign up for mark up account so that customer can provide feedback		1	Proposed	Eli Weldon	🚀OWC	OWC For Next Site Build

Digital Upgrade Service Process

Businesses’s Messaging Guidelines V2 - Current (1)

Next logo people:

https://www.fiverr.com/designhub779/design-modern-minimalist-logo-designs-in-24-hrs?context_referrer=inbox&source=ads_in_inbox&ref_ctx_id=8fb15925324c430cb884bcb1a2008135&context=recommendation&context_alg=t2g_dfm&pckg_id=1&pos=1&ad_key=2dc071a9-d781-41db-8c85-9ebf95e56dd8&imp_id=7aa695c5-6cb7-417c-ad12-0927ddccf6d1

More expensei: https://www.fiverr.com/lewelliotdesign/design-a-modern-professional-logo?context_referrer=search_gigs_with_recommendations_row_1&source=top-bar&ref_ctx_id=a36ff5f69c1c41d490ab5e39e056d99f&pckg_id=1&pos=2&context_type=auto&funnel=a36ff5f69c1c41d490ab5e39e056d99f&imp_id=305965ea-d8d4-4f75-bd7a-09db94c3104c

cheaper https://www.fiverr.com/artareq36/design-a-creative-logo-and-complete-branding-kit-for-you-0ae3?context_referrer=search_gigs_with_recommendations_row_1&source=top-bar&ref_ctx_id=a36ff5f69c1c41d490ab5e39e056d99f&pckg_id=1&pos=8&context_type=auto&funnel=a36ff5f69c1c41d490ab5e39e056d99f&imp_id=6f93ce63-3b9c-4301-ba2f-438574a76d15

From Klesk Build

Project ResourcesKlesk Website Pages Outline

https://docs.google.com/spreadsheets/d/1xiIsgzjHDP9d5iBgN2Dor3WdJyvnyGVkzZbqMlKus7A/edit?usp=sharing

Crafting Your Narrative

spacex

collins aerospace

emmerson

3m

Dentsply

Cost:

• $3k for the fresh coat of paint, ie just the cost of website redesign
• $6k for the entire service

Dependent on number of pages & complexity of site

What changes does my website need?

• Need a call to action on the homepage, how do I get users to talk to me
• Like this style https://solvexmedia.com/pages/contact-us
• Need to reduce the amount of text on the hero, too much at once

need to communicate better what the service really does, ir’s more than just a website redeisgn

More than a website redesign. Unlock new growth with an Upgraded Digital Presence

“were confident in what we do, you don’t pay if you don’t love it”

• Need to figure out how to better reorganize the digital upgrade service so the services make sense
• Need to create a pricing page that people can review on a call

https://solvexmedia.com, really like how they layout their content

Questions that need to be answered / things done:

Alkaline Advisors Brand Guidelines

Prompt 1:

We're going to create brand guidelines for the business Alkaline Advisors. Before we create the brand guidelines I want you to research how to create brand guidelines that any business owner can follow and that can be used to generate persuasive copy that effectively communicates a business unique value.

Prompt 2:

Ok now we want to create the brand guidelines. Below, under Brand Guidelines To Create, we have detailed the information we need to create to fill out our brand guidelines template. The bold item is what needs to be created and it is followed by the description of the item and what purpose the item is supposed to serve. Then under Business Information we have the answers the business owner gave when asked to detail information about the business. Use this to create all items listed under Brand Guidelines To Create.

Brand Guidelines To Create

The Driving Factor (Mission Statement) A mission statement is important for a business as it clearly defines the company's purpose and goals, guiding decision-making and aligning the efforts of the team towards a common objective.

Your Something Bigger (Vision Statement) A vision statement is crucial for a business as it provides a clear and inspiring long-term goal, motivating the team and shaping strategic planning to achieve future success.

Personality Business personality decides what kind of character your business would be in a story, it helps position you closer to the feelings you want people to have about you.

Tone Business tone chooses the right voice you’d have in a story; it helps convey the emotion you want your words to carry.

Positioning Statement Brand positioning statement’s answer the question: Do people understand who I am, my benefits, my personality and the something bigger I will represent? It acts like a roadmap, guiding everything your business does so that customers can easily recognize and remember what makes it special.

The Thing You Own You have the ability to own one thing in your customers mind, what is that thing? Businesses that have successfully positioned their brand own a specific word in a customers mind. Ex: For cars Honda is ‘reliability,’ Mercedes is ‘luxury,’ Tesla is ‘innovative.’

The Feeling You Resolve Customers will forget what you said, but will never forget how you made them feel. Deciding on one feeling to own makes it easier to reinforce that feeling to customers.

Your Services & Their Value Customers need consistency, especially when speaking about the values your services provide. Outlining them now ensure consistency.

Business Information

In one simple sentence tell us what your business does.

We provide real estate financial modeling expertise

What's the one thing that makes your business different?

We are outsourced, so clients are not required to salary someone with our services

What gives you the authority / credibility to be the best at what you do?

background as investment bankers, in private equity, and brokerage. Current insight into deals across the US

What’s the story you tell people about how your business started?

Started it on the side to make extra money as I built a philanthropic consulting firm. Realized there was a huge need for our skillset on a "use us when you need us" (fractional) basis.

What guides your business to do what it does? What are the principles that matter to you?

"Integrity is what you have when no one is looking"Looking to build long term relationships with good hearted, hard working groups.

What's your big dream for your business? In 10 years what do you want it to be?

Own $5B of real estate

Who are you trying to help or serve with your business?

Developers

Family Offices

Private Equity Shops

lenders

Investors

Brokers

What problems do they have that you want to solve?

need technical assistance understanding the project:

1) How much money does it require,

2) how much money will it make them, and

3) when is the cash coming in / going out?

How do you think the problems they're experiencing cause them to feel?

frustrated

What services do you offer to solve these problems?

We are their financial arm.

How do you want your customers to feel after using your product or service?

relieved, excited, safe. confident