Client To-Do List
Last updated: 8/22/2024
- Select new homepage pic – https://www.hiafinancial.com/image-picker/
- Login/password for AgencyBloc
- List of Pages & Blog Posts to Keep/Redesign of Delete (spreadsheet emailed) – Blog Posts Moved to New Site – CH 8/8
- URL for Indeed/Jobs
- Bulleted list of what to include in bios for each person
- Hi-Reg Version of the logo – Consider SLS Remaking (it will match the look without divots, hi-res for print)
- Individual Page – KR to provide links/images of what plans they represent
- Executive Benefits – Details on what will be on this page
- FAQs – Break Into sections if possible – General, Employee Benefits, Executive Benefits, Individuals, Etc. See templage here: https://www.hiafinancial.com/faq/
- Mailchimp – Send Login/Password
Questions:
- Will you have a blog post page on the new website? NO – KR 7/24 — YES – KR 7/30
- Do you want people to sign up to be on your email list? YES – KR 7/24
- If yes, what provider will you be using to send emails? MAILCHIMP (FOR NOW) – KR 8/8
- How will our team cards be formatted? Do I need to prepare for long, short, or no bios? LONG – KR 7/24
- Shaun Rohrich – What is his phone extension? – No Ext. – KR 8/8
- There is so much content on Employee Benefits Page, can we nix – List of All Industries? We can simply say “all industries” int he copy. If you need to list, we can move to FAQ. OK? INDUSTRY PAGE & LANDING PAGE FOR EACH INDUSTRY – KR – 8/8
- Same with Integrated partners & Payroll partners. Can we simply add them to the partners scroller OR add them to the FAQ? OK? NEED TO BE CALLED OUT ON PAGE – KR 8/8
In Progress
Last updated: 8/22/2024
Client Info
Agent Page
Agent Page
Ready for Review
Policies – R1 7/23/24
Contact – R1 7/24/24 – Need Indeed Link
Community – R1 7/26/24
Insights – R1 8/5/24
Industries – R1 8/8/24
Executive Benefits – R1 8/22/24
Home – R2 – 8/8 (New Pic)
About – R1 – 8/22/24
FAQ – R1 – 8/22/24
Employee Benefit Plans – R1 7/29/24 – R2 – 8/22 Added FAQ
Benefit Advisor Connect – R1 8/23/24
Prospect Page – R1 8/23 – KR Sent Training on How to Ad More
Industry Sub-Pages – FOR SEO Only – 8/9 (Client Can Edit Content Via Provided Facility)
Approved
SLS To-Do/Notes
Last updated: 7/23/2024