Demo: January 10 2020

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