Content

Tasks

All content within this quote is hidden from the clientTEMPLATE Digital Upgrade Statement of Work

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Task Detail	Assigned To	Due Date	Hours	Status	Client	Project	Product
Follow-up with kelly on consulting hours that we can do it but ultimately need to know where she’s at with her business	Eli Weldon	March 2, 2025	0.5	Completed	🎆Thrive	WeThrive Digital Upgrade	📱Digital Upgrade
Go live!	Eli Weldon	February 25, 2025	0.5	Completed	🎆Thrive	WeThrive Digital Upgrade	📱Digital Upgrade
qa: make sure we setup redirect from old join url to new join url as well as any other smiliar pages	Eli Weldon	February 25, 2025	0.5	Completed	🎆Thrive	WeThrive Digital Upgrade	📱Digital Upgrade
Confirm updates are made and email her that she can review	Eli Weldon	February 24, 2025	0.5	Completed	🎆Thrive	WeThrive Digital Upgrade	📱Digital Upgrade
Review Kelly changes and notify adnan we’re going live	Eli Weldon	February 20, 2025	0.75	Completed	🎆Thrive	WeThrive Digital Upgrade	📱Digital Upgrade
Confirm launch graphic looks good with Savannah\	Eli Weldon	February 20, 2025	0.25	Completed	🎆Thrive	WeThrive Digital Upgrade	📱Digital Upgrade
02. Send final invoice	Eli Weldon	February 19, 2025	0.25	Completed	🎆Thrive	WeThrive Digital Upgrade	📱Digital Upgrade
02. Create launch graphic	Eli Weldon	February 19, 2025	0.75	Completed	🎆Thrive	WeThrive Digital Upgrade	📱Digital Upgrade
02. Check-in on revisions, create task to go live	Eli Weldon	February 19, 2025	0.25	Completed	🎆Thrive	WeThrive Digital Upgrade	📱Digital Upgrade
02. Check-in on kelly response, task out updates	Eli Weldon	February 18, 2025	0.5	Completed	🎆Thrive	WeThrive Digital Upgrade	📱Digital Upgrade
02. Confirm updates completed and send to Kelly that changes have been made	Eli Weldon	February 12, 2025	0.5	Completed	🎆Thrive	WeThrive Digital Upgrade	📱Digital Upgrade
Find wethrive images for what to expect and benefits section	Savannah	February 12, 2025	0.25	Completed	🎆Thrive	WeThrive Digital Upgrade	📱Digital Upgrade
02. Take screenshots of current clients site listed in project card	Eli Weldon	February 11, 2025	0.5	Completed	🎆Thrive	WeThrive Digital Upgrade	📱Digital Upgrade
02. Review new pages, confirm privacy policy and t&c’s updated	Eli Weldon	February 11, 2025	1	Completed	🎆Thrive	WeThrive Digital Upgrade	📱Digital Upgrade
02. review feedback and provide updates	Eli Weldon	February 10, 2025	0.5	Completed	🎆Thrive	WeThrive Digital Upgrade	📱Digital Upgrade
02. Check-in on completing kelly updates and send out to Kelly to let them know they’r edone	Eli Weldon	February 7, 2025	0.5	Completed	🎆Thrive	WeThrive Digital Upgrade	📱Digital Upgrade
02. Check-in on completing kelly updates and updating icons on get started and providers page	Eli Weldon	February 6, 2025	0.5	Completed	🎆Thrive	WeThrive Digital Upgrade	📱Digital Upgrade
02. Check-in on updating icons on provider and get started page, completing blog post single	Eli Weldon	February 5, 2025	0.75	Completed	🎆Thrive	WeThrive Digital Upgrade	📱Digital Upgrade
02. Check-in on dev completing listed updated and email kelly, create task to check-in	Eli Weldon	February 4, 2025	0.75	Completed	🎆Thrive	WeThrive Digital Upgrade	📱Digital Upgrade
02. Check-in on dev and provide comments on pages	Eli Weldon	February 2, 2025	0.75	Completed	🎆Thrive	WeThrive Digital Upgrade	📱Digital Upgrade
Review sav’s wethrive website feedback	Eli Weldon	January 30, 2025	0.5	Completed	🎆Thrive	WeThrive Digital Upgrade	📱Digital Upgrade
Review wethrive website (find and share new photos for services page) and give muhammad site feedback	Savannah	January 30, 2025	2	Completed	🎆Thrive	WeThrive Digital Upgrade	📱Digital Upgrade
02. Confirm revisions made, and service photos changed out then send to kelly and give her update	Eli Weldon	January 30, 2025	0.75	Completed	🎆Thrive	WeThrive Digital Upgrade	📱Digital Upgrade
02. Review homepage design and provide updates, create tasks to check-in and send out	Eli Weldon	January 29, 2025	0.75	Completed	🎆Thrive	WeThrive Digital Upgrade	📱Digital Upgrade
02. OWC COnfirm dev understands and get budget to comlpete everything	Eli Weldon	January 21, 2025	0.5	Completed	🎆Thrive	WeThrive Digital Upgrade	📱Digital Upgrade
02. OWC COnfirm dev understands and get budget to comlpete everything	Eli Weldon	January 20, 2025	0.5	Completed	🎆Thrive	WeThrive Digital Upgrade	📱Digital Upgrade
02. Have developer start building out pages	Eli Weldon	January 19, 2025	1	Completed	🎆Thrive	WeThrive Digital Upgrade	📱Digital Upgrade
02. Outline the rest of the pages and the content in them	Eli Weldon	January 18, 2025	1	Completed	🎆Thrive	WeThrive Digital Upgrade	📱Digital Upgrade
02. Check-in on feedback, create task to cehck-in	Eli Weldon	January 13, 2025	0.25	Completed	🎆Thrive	WeThrive Digital Upgrade	📱Digital Upgrade
Add photos to this task that are more diverse	Savannah	January 8, 2025	0.25	Completed	🎆Thrive	WeThrive Digital Upgrade	📱Digital Upgrade
02. Complete client revisions and send off, create task to cehck-in	Eli Weldon	January 8, 2025	0.75	Completed	🎆Thrive	WeThrive Digital Upgrade	📱Digital Upgrade
02. Check-in on client confirming, create task to check-in	Eli Weldon	January 2, 2025	0.25	Completed	🎆Thrive	WeThrive Digital Upgrade	📱Digital Upgrade
02. Check-in on client confirming, create task to check-in	Eli Weldon	December 27, 2024	0.5	Completed	🎆Thrive	WeThrive Digital Upgrade	📱Digital Upgrade
02. Add homepage to markup https://app.markup.io/w/owc and send to client to review	Eli Weldon	December 21, 2024	0.5	Completed	🎆Thrive	WeThrive Digital Upgrade	📱Digital Upgrade
02. OWC confirm designer made updates	Eli Weldon	December 21, 2024	0.75	Completed	🎆Thrive	WeThrive Digital Upgrade	📱Digital Upgrade
02. OWC check-in on design and sending to client	Eli Weldon	December 20, 2024	0.75	Completed	🎆Thrive	WeThrive Digital Upgrade	📱Digital Upgrade
02. Full site design finalized, email to schedule call sent	Eli Weldon	December 19, 2024		Deliverable Due	🎆Thrive	WeThrive Digital Upgrade	📱Digital Upgrade
02. Review homepage design with team for feedback	Eli Weldon	December 17, 2024	1	Completed	🎆Thrive	WeThrive Digital Upgrade	📱Digital Upgrade
02. OWC provide initial round of revisions to designer https://www.figma.com/proto/0YyUTYSPqDmYePg5xwxTq6/Thrive?page-id=0%3A1&node-id=28-14&viewport=-680%2C610%2C0.09&t=8JEB31vGBHSihEKx-1&scaling=min-zoom&content-scaling=fixed	Eli Weldon	December 17, 2024	0.75	Completed	🎆Thrive	WeThrive Digital Upgrade	📱Digital Upgrade
02. Design homepage using the outlined copy and any additional sections not in homepage	Eli Weldon	December 16, 2024	5	Completed	🎆Thrive	WeThrive Digital Upgrade	📱Digital Upgrade
02. Review copy and finalize and outline the rest of the sections	Eli Weldon	December 14, 2024	2	Completed	🎆Thrive	WeThrive Digital Upgrade	📱Digital Upgrade
02. Homepage sections & copy created	Eli Weldon	December 13, 2024		Deliverable Due	🎆Thrive	WeThrive Digital Upgrade	📱Digital Upgrade
02. Hero design finalized	Eli Weldon	December 13, 2024		Deliverable Due	🎆Thrive	WeThrive Digital Upgrade	📱Digital Upgrade
02. Provide updates to initial hero design provided	Eli Weldon	December 12, 2024	0.5	Completed	🎆Thrive	WeThrive Digital Upgrade	📱Digital Upgrade
02. OWC check on final designer sending design and if not go with otehr designer and start project with feedback	Eli Weldon	December 11, 2024	0.5	Completed	🎆Thrive	WeThrive Digital Upgrade	📱Digital Upgrade
WeThrive Hero Section new design	Moiz ur-Rehman	December 10, 2024	0	Forgone	🎆Thrive	WeThrive Digital Upgrade	📱Digital Upgrade
02. Outline the sections for the homepage, add any new needed	Eli Weldon	December 9, 2024	2	Completed	🎆Thrive	WeThrive Digital Upgrade	📱Digital Upgrade
qa: Outline next steps for Digital Upgrade	Eli Weldon	December 5, 2024	1	Completed	🎆Thrive	WeThrive Digital Upgrade	📱Digital Upgrade
01. Brand Guidelines: Check-in if we’re good to continue	Eli Weldon	December 5, 2024	0.25	Completed	🎆Thrive	WeThrive Digital Upgrade	📱Digital Upgrade
01. Brand Guidelines: Check-in if we’re good to continue	Eli Weldon	December 3, 2024	0.25	Completed	🎆Thrive	WeThrive Digital Upgrade	📱Digital Upgrade
01. Brand Guidelines: Leave comments that revisions were completed, create task to send email	Eli Weldon	December 1, 2024	0.25	Completed	🎆Thrive	WeThrive Digital Upgrade	📱Digital Upgrade
OWC Add task for On 01. review homepage to get domain access	Eli Weldon	December 1, 2024	1	Completed	🚀OWC 🎆Thrive	OWC Finalize Digital Upgrade & Refresh OnboardingWeThrive Digital Upgrade	📱Digital Upgrade 📱Digital Upgrade
01. Brand Guidelines: Complete revisions	Eli Weldon	November 30, 2024	1.5	Completed	🎆Thrive	WeThrive Digital Upgrade	📱Digital Upgrade
01. Brand Guidelines: OWC Review presentation design	Eli Weldon	November 26, 2024	0.5	Completed	🎆Thrive	WeThrive Digital Upgrade	📱Digital Upgrade
01. Brand Guidelines: Check-in on revisions, create new task to check-in	Eli Weldon	November 25, 2024	0.25	Completed	🎆Thrive	WeThrive Digital Upgrade	📱Digital Upgrade
01. Brand Guidelines: Check-in on revisions	Eli Weldon	November 20, 2024	0.25	Completed	🎆Thrive	WeThrive Digital Upgrade	📱Digital Upgrade
01. Brand Guidelines: OWC outline script for call	Eli Weldon	November 15, 2024	1	Completed	🎆Thrive	WeThrive Digital Upgrade	📱Digital Upgrade
01. Overall: Notes for call: mention markup.io	Eli Weldon	November 14, 2024	0.5	Completed	🎆Thrive	WeThrive Digital Upgrade	📱Digital Upgrade
Add photo guidelines to imagery slide and add additional imagery options to folder https://www.canva.com/design/DAGWBYeG2TE/Tk6kfqp6f34Cb0pH1tc7_w/edit?ui=eyJEIjp7IlAiOnsiQiI6ZmFsc2V9fX0	Eli WeldonSavannah	November 14, 2024	0.5	Completed	🎆Thrive	WeThrive Digital Upgrade	📱Digital Upgrade
01. Brand Guidelines: OWC create presentation to present for Friday call	Eli Weldon	November 14, 2024	2	Completed	🎆Thrive	WeThrive Digital Upgrade	📱Digital Upgrade
01. Overall: OWC confirm call scheduled	Eli Weldon	November 14, 2024	0.5	Completed	🎆Thrive	WeThrive Digital Upgrade	📱Digital Upgrade
01. Dashboard: Add presentation as deliverables for messaging, brand and visual guidelines	Eli Weldon	November 14, 2024	2	Completed	🎆Thrive	WeThrive Digital Upgrade	📱Digital Upgrade
01. Brand Guidelines: OWC check-in on lewis response, create next task based on what he says	Eli Weldon	November 13, 2024	0.5	Completed	🎆Thrive	WeThrive Digital Upgrade	📱Digital Upgrade
01. Dashboard: Add customer profiles as a deliverable	Eli Weldon	November 12, 2024	1	Completed	🎆Thrive	WeThrive Digital Upgrade	📱Digital Upgrade
01. Brand Guidelines: Add designs to dashboard for review, update cover photo	Eli Weldon	November 12, 2024		Forgone	🎆Thrive	WeThrive Digital Upgrade	📱Digital Upgrade
01. Brand Guidelines: OWC finalize the layout and content of the presentation and send to logo designer to improve	Eli Weldon	November 12, 2024	4	Completed	🎆Thrive	WeThrive Digital Upgrade	📱Digital Upgrade
01. Overall: Schedule call with client to review items	Eli Weldon	November 11, 2024	0.5	Completed	🎆Thrive	WeThrive Digital Upgrade	📱Digital Upgrade
01. Brand Guidelines: OWC check-in on design progress, give feedback	Eli Weldon	November 11, 2024	1	Completed	🎆Thrive	WeThrive Digital Upgrade	📱Digital Upgrade
01. Brand Guidelines: OWC Create a presentation for new messaging and logo	Eli Weldon	November 9, 2024	4	Completed	🎆Thrive	WeThrive Digital Upgrade	📱Digital Upgrade
01. Brand Guidelines: Check-in on designer, create new task to check-in until completed	Eli Weldon	November 9, 2024	0.5	Completed	🎆Thrive	WeThrive Digital Upgrade	📱Digital Upgrade
OWC Put 527 back into taxes once kelly pays	Eli Weldon	November 7, 2024	0.5	Completed	🎆Thrive	WeThrive Digital Upgrade	📱Digital Upgrade
01. Team Review: Review messaging guidelines and positioning statements with team and provide feedback, create task to complete revisions if any	Eli Weldon	November 5, 2024	2	Completed	🎆Thrive	WeThrive Digital Upgrade	📱Digital Upgrade
Find weThrive photos	Savannah	November 5, 2024	0.5	Completed	🎆Thrive	WeThrive Digital Upgrade	📱Digital Upgrade
Finalize the user guidelines, positioning statements, and add color pallete to brand guidelines	Eli Weldon	November 5, 2024	4	Completed	🎆Thrive	WeThrive Digital Upgrade	📱Digital Upgrade
OWC add postiive feeling owned, what should people feel when interacting with business	Eli Weldon	November 4, 2024	0.5	Completed	🎆Thrive 🚀OWC	WeThrive Digital UpgradeOWC Finalize Digital Upgrade & Refresh Onboarding	📱Digital Upgrade 📱Digital Upgrade
01. Brand Guidelines: Check-in on designer, create new task to check-in until completed	Eli Weldon	November 4, 2024	0.5	Completed	🎆Thrive	WeThrive Digital Upgrade	📱Digital Upgrade
01. Positioning Statements: Create positioning statements using	Eli Weldon	November 2, 2024	1	Completed	🎆Thrive	WeThrive Digital Upgrade	📱Digital Upgrade
OWC Check-in on logo dev	Eli Weldon	November 2, 2024	0.5	Completed	🎆Thrive	WeThrive Digital Upgrade	📱Digital Upgrade
01. Messaging Guidelines: Create messaging guidelines using	Eli Weldon	October 31, 2024	2	Completed	🎆Thrive	WeThrive Digital Upgrade	📱Digital Upgrade
01. Brand Guidelines: Check-in on designer, create new task to check-in until completed	Eli Weldon	October 31, 2024	0.5	Completed	🎆Thrive	WeThrive Digital Upgrade	📱Digital Upgrade
01. Brand Guidelines: Check-in on designer, create new task to check-in until completed	Eli Weldon	October 29, 2024	0.5	Completed	🎆Thrive	WeThrive Digital Upgrade	📱Digital Upgrade
01. User Profiles: Create customer profiels	Eli Weldon	October 29, 2024	2	Completed	🎆Thrive	WeThrive Digital Upgrade	📱Digital Upgrade
OWC finalize the content of the customer profile, then create task to start ressearch	Eli Weldon	October 28, 2024	2	Completed	🎆Thrive 🚀OWC	WeThrive Digital UpgradeOWC Finalize Digital Upgrade & Refresh Onboarding	📱Digital Upgrade 📱Digital Upgrade
01. Brand Guidelines: Create new order for design with Lewis on Fivver, provide all intake form data	Eli Weldon	October 26, 2024	0.5	Completed	🎆Thrive	WeThrive Digital Upgrade	📱Digital Upgrade
OWC Figure out the updates that should be made to brand guideliens based on referral emails that were sent, do we add customer profiles?	Eli Weldon	October 26, 2024	1	Completed	🚀OWC 🎆Thrive	OWC Create Brand GuidelinesWeThrive Digital Upgrade	📱Digital Upgrade
OWC Start digital upgrade	Eli Weldon	October 26, 2024	2	Completed	🎆Thrive	WeThrive Digital Upgrade	📱Digital Upgrade
Outline what should go in a customer profile	Eli Weldon	October 26, 2024	2	Completed	🎆Thrive 🚀OWC	WeThrive Digital UpgradeOWC Finalize Digital Upgrade & Refresh Onboarding	📱Digital Upgrade 📱Digital Upgrade
00. Once SOW signed: Create invoice for initial payment and send, let client know that we are getting started	Eli Weldon	October 25, 2024	1	Completed	🎆Thrive	WeThrive Digital Upgrade	📱Digital Upgrade
00. Once template duplicated and call complete: Finalize list of pages to create the send SOW to be signed	Eli Weldon	October 25, 2024	2	Completed	🎆Thrive	WeThrive Digital Upgrade	📱Digital Upgrade
00. Once call complete: Duplicate TEMPLATE Digital Upgrade Statement of Work and replace CLIENT_NAME and CLIENT_URL with client values.	Eli Weldon	October 25, 2024	0.5	Completed	🎆Thrive	WeThrive Digital Upgrade	📱Digital Upgrade
00. Confirm call scheduled to complete intake document	Eli Weldon	October 25, 2024	0.5	Completed	🎆Thrive	WeThrive Digital Upgrade	📱Digital Upgrade
Checkin on statement of work ebing signed, create task to start proejct	Eli Weldon	October 24, 2024	0.5	Completed	🎆Thrive	WeThrive Digital Upgrade	📱Digital Upgrade
Send out the for kelly to review and then send invoice	Eli Weldon	October 23, 2024	0.5	Completed	🎆Thrive	WeThrive Digital Upgrade	📱Digital Upgrade
Scope the project and review document	Eli Weldon	October 22, 2024	2	Completed	🎆Thrive	WeThrive Digital Upgrade	📱Digital Upgrade
Check-in on document being compelted	Eli Weldon	October 21, 2024	0.25	Completed	🎆Thrive	WeThrive Digital Upgrade	📱Digital Upgrade
Check-in on document being compelted	Eli Weldon	October 16, 2024	0.25	Completed	🎆Thrive	WeThrive Digital Upgrade	📱Digital Upgrade
Check-in on document being compelted	Eli Weldon	October 14, 2024	0.25	Completed	🎆Thrive	WeThrive Digital Upgrade	📱Digital Upgrade
OWC Outline time to complete phase 1 of wethrive, how it changes the process and things we’ll need to do	Eli Weldon	October 11, 2024	3	Completed	🎆Thrive	WeThrive Digital Upgrade	📱Digital Upgrade

WeThrive Digital Upgrade

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”

Table of contents

• @WeThrive Digital Upgrade
• View your new brand guidelines!
• View all deliverables
• The process to upgrade your digital presence

💡

View your new brand guidelines!

We’ve transformed all the necessary elements to deliver, communicate, and show the value your service provides.

You will be able to review and leave comments directly in the presentation for anything you want revised.

View brand guidelines

View all deliverables

Refreshed brand identity

Refreshed brand identity

WeThrive Customer Profiles

WeThrive Customer Profiles

WeThrive New Core Copy

WeThrive New Core Copy

WeThrive Messaging Guidelines

WeThrive Messaging Guidelines

The process to upgrade your digital presence

Where we currently are in the process: Review and approve Deliverables 01.