Site Goals
- Expand on the existing site to include About, Services, Resources (video and blog feeds), Contact and Client Login pages
- Keep the overall look and feel of the site for consistency
- Include some “401(k) myths” across the site.
- Add client testimonials
- Add team pictures & bios
- Add a CTA banner to highlight other Krilogy services (tax and estate planning)
Needs
- Krilogy – List of 401(k) Myths from Matt Haywood
- Krilogy – Image of each (K)Plans team member on a white background (if possible)
- Krilogy – Testimonials from current clients
- Krilogy – Taylor is checking on the client group photos to see if they need to get permission to use on the site
- Krilogy – quote from Matt Ott or Stacy to use on the About page
- Krilogy – Received – List of client logins from Michael Barbercheck
- Kolbeco – Design notes and library of images to use across the site
- Kolbeco – New infographics as discussed
Sitemap & Links to all Pages
Timeline
- Dev site already set up and wireframe built
- August 27, 2024 – Design / Image library and infographics are complete (Adam, is this possible?)
- August 27 – 30, 2024 – Angela will load all of the graphics as needed and prep the dev site
- EOD August 30, 2024 – dev site ready for client review (while Angela is out of town the following week)
- September 9, 2024 – client feedback and changes due
- Week of September 16, 2024 – launch