Weekly Demos

Agenda Continue demo: portal Demo client portal for RAVA form Discuss RPIE Discuss: Should forms be destroyed if a user is destroyed? Should they just be orphaned? Client Portal from a workflow perspective mermaid.initialize({startOnLoad:true}); graph TD; A(PAMS: export client set as CSV)--B(Portal: upload CSV import file); B--C(validate data); C--D(import report); D--reupload--B; D--confirm--E; E(create user accounts, if needed, property records) --F; F(enqueue Rava Requests) --G; G(worker: send emails to clients until queue empty)--F Client Portal from a client perspective mermaid. »

Agenda Overview: what is the client Portal? Demo client portal for RAVA form Discuss RPIE Next Steps Client Portal from a systems perspective mermaid.initialize({startOnLoad:true}); classDiagram Portal »

Agenda Siegel Callahan marketing site Portal import demo Drip campaign Resolution Partners Q1 goals Siegel Callahan marketing site Single Call To Action implemented In progress: staging, production servers; Nick as editor/publisher Portal import demo Demo: records imported to database https://sc-portal-staging.herokuapp.com/users/sign_in https://sc-portal-staging.herokuapp.com/admin/users https://sc-portal-staging.herokuapp.com/imports/new Final features: bundle emails; dashboard customers with dozens of properties; dashboard of status for admins Drip campaign Draft 2 in progress at Google Docs Template will be cleaned by Friday meeting Plan final review, launch next week Resolution Partners Status on writing session (need only 1 hour) CMS and server setup complete, staging preview at: https://resolutionpartners. »

Agenda Siegel Callahan marketing site Portal import demo Drip campaign Resolution Partners Q1 goals Siegel Callahan marketing site Post launch followups Questions, answers, next steps Proposed features: single CTA model with links to analytics Portal import demo demo by Matthew — admin merge, import Final steps: complete walkthrough next week Final features: bundle emails; dashboard customers with dozens of properties; dashboard of status for admins Drip campaign Schedule: template cleanup (one or so days) Plan: launch to site Status: copywriting Resolution Partners Schedule writing session for 2, 3 pages Site can be ready within 2 weeks (end of January) see http://localhost:1313/client_portal/weekly-demos/2019/11-20-2019/ for prior meeting don’t use neon green Q1 launch goals Drip campaign RAVA form launch Portal status launch »