Recommendations

48 total recommendations across all priority tiers

Recommendations (48)
IDActionTierConfidenceImpactEffortCategoryDeliverable
R001

Secure GA4, GSC, and Google Ads access to unblock data-driven analysis

Do Now
Confirmed
Critical
low
tracking
--
R010

Fix pricing inconsistencies across product pages -- Life Hub shows $49/mo with 1...

Do Now
Confirmed
High
low
conversion
Website & SEO Audit
R011

CRITICAL: Fix incomelab.io domain -- all variants return 405 Not Allowed (not re...

Do Now
Confirmed
High
low
seo
Website & SEO Audit
R002

Create comparison/alternative pages: Income Lab vs RightCapital, vs MoneyGuidePr...

This Week
Confirmed
High
medium
content
Competitive Research & Landscape Mapping
R003

Audit trial signup conversion funnel -- identify drop-off points in $20 trial fl...

This Week
Confirmed
High
medium
conversion
Website & SEO Audit
R004

Complete: Technical SEO audit done (T010). 22 action items identified. PSI lab s...

This Week
Confirmed
Medium
low
seo
Website & SEO Audit
R012

Improve pricing page title tag from 'Pricing | Income Lab' to keyword-rich title...

This Week
Confirmed
Medium
low
seo
Website & SEO Audit
R013

Add SoftwareApplication and AggregateRating schema markup to product pages. Add ...

This Week
Confirmed
Medium
low
seo
Website & SEO Audit
R014

Surface Cetera partnership on homepage and key pages. 12,000-advisor network is ...

This Week
Confirmed
High
low
conversion
Website & SEO Audit
R005

Develop category-creation content strategy: 81% of advisors don't use retirement...

This Month
Confirmed
High
high
content
Digital Growth Strategy
R006

Build keyword gap analysis against RightCapital and Covisum to identify organic ...

This Month
Confirmed
High
medium
seo
Website & SEO Audit
R007

Assess brand defense posture in Google Ads. RightCapital confirmed bidding on co...

This Month
Confirmed
Medium
low
paid_media
Digital Growth Strategy
R008

Leverage Cetera partnership in marketing. Add Cetera logo to homepage, create pa...

This Month
Confirmed
High
medium
content
Digital Growth Strategy
R015

Create case studies with quantified outcomes. Zero case studies found on site. C...

This Month
Confirmed
High
high
content
Website & SEO Audit
R016

Add social proof to AI tools pages. 4 AI tool pages (Plan Builder, Interviewer, ...

This Month
Confirmed
Medium
medium
conversion
Website & SEO Audit
R017

Create 'Best Retirement Planning Software for Advisors' listicle/comparison guid...

This Month
Confirmed
High
medium
content
Competitive Research & Landscape Mapping
R018

Target MoneyGuidePro switching advisors. MGP declined from 30.3% to 18.6% market...

This Month
Confirmed
High
medium
content
Competitive Research & Landscape Mapping
R024

Remove duplicate jQuery loading. Theme hardcodes jQuery 3.6.1 from Google CDN; W...

Technical SEO
Confirmed
High
low
seo
Website & SEO Audit
R025

Convert top images to WebP format, starting with hero-home.png (1.9MB). 10 image...

Technical SEO
Confirmed
High
medium
seo
Website & SEO Audit
R026

Add /demo/ to page-sitemap.xml. Primary conversion page is not in sitemap. Check...

Technical SEO
Confirmed
Medium
low
seo
Website & SEO Audit
R027

Add defer/async attributes to non-critical scripts: lottie-web (156KB), swiper-b...

Technical SEO
Confirmed
Medium
low
seo
Website & SEO Audit
R028

Fix highPrice schema value on /pricing/ and /retirement-gps/ -- currently $12,00...

Technical SEO
Confirmed
Medium
low
seo
Website & SEO Audit
R029

Add 4 missing security headers via Cloudflare Transform Rules: Content-Security-...

Technical SEO
Confirmed
Medium
low
other
Website & SEO Audit
R030

Remove WordPress version from generator meta tag and restrict REST API unauthent...

Technical SEO
Confirmed
Low
low
other
Website & SEO Audit
R031

Add email capture to blog and resources pages. Zero email capture exists anywher...

Content Audit
Confirmed
Critical
low
conversion
Website & SEO Audit
R032

Transcribe and enrich top 10-20 webinar posts. ~50% of blog is YouTube embeds wi...

Content Audit
Confirmed
High
medium
content
Website & SEO Audit
R033

Add named author bylines with credentials to all written content. Every post att...

Content Audit
Confirmed
High
low
seo
Website & SEO Audit
R034

Add contextual product links to every article. Tax articles don't link to Tax La...

Content Audit
Confirmed
Medium
low
conversion
Website & SEO Audit
R035

Redirect or consolidate 6 duplicate blog posts (3 with '-duplicate' suffix, 3 wi...

Content Audit
Confirmed
Low
low
seo
Website & SEO Audit
R036

Batch update alt text on all blog images. Nearly all images have empty alt='' at...

Content Audit
Confirmed
Low
medium
seo
Website & SEO Audit
R009

Evaluate agency performance and scope -- determine if current agency is optimall...

Backlog
Needs Verification
Medium
low
agency
--
R019

Remove user-scalable=no from viewport meta tag. Prevents pinch-to-zoom on mobile...

Backlog
Confirmed
Low
low
seo
Website & SEO Audit
R020

Disable xmlrpc.php access (WordPress attack vector). Should be blocked at Cloudf...

Backlog
Confirmed
Low
low
other
Website & SEO Audit
R021

Review ai-train=yes Content-Signal in robots.txt. Currently permits AI training ...

Backlog
Confirmed
Low
low
other
--
R022

Monitor Income Discovery as emerging competitor. AI-first positioning (AIDA agen...

Backlog
Confirmed
Low
low
other
Competitive Research & Landscape Mapping
R023

Monitor RightCapital's retirement distribution feature buildout. They're adding ...

Backlog
Confirmed
Medium
low
other
Competitive Research & Landscape Mapping
R037

Fix pricing page FAQ -- lorem ipsum placeholder text visible to prospects. Immed...

From Research
Confirmed
Critical
low
conversion
Website & SEO Audit
R038

Replace $20 paid trial with 14-day free trial (credit card required at signup fo...

From Research
Confirmed
High
medium
conversion
Digital Growth Strategy
R039

Create G2 profile and launch review generation campaign. Income Lab has ZERO pre...

From Research
Confirmed
High
low
conversion
Digital Growth Strategy
R040

Kill or dramatically reduce Instagram effort. 947 posts for 542 followers is ter...

From Research
Confirmed
Medium
low
content
Digital Growth Strategy
R041

Create 5 comparison pages targeting highest-intent keywords: Income Lab vs Right...

From Research
Confirmed
High
medium
content
Digital Growth Strategy
R042

Create 'Best Retirement Planning Software for Advisors [2026]' buyer's guide. Hi...

From Research
Confirmed
High
medium
content
Digital Growth Strategy
R043

Leverage Derek Tharp's dual role as Lead Researcher at Kitces.com. This is Incom...

From Research
Confirmed
High
medium
content
Digital Growth Strategy
R044

Systematize Justin Fitzpatrick podcast guesting at 2-3 per month. Justin has MIT...

From Research
Confirmed
High
medium
content
Digital Growth Strategy
R045

Evaluate website platform migration: Webflow + HubSpot Marketing Hub hybrid reco...

From Research
Likely
High
high
other
Digital Growth Strategy
R046

Add annual/monthly toggle with 'Save 18%' badge to pricing page. Income Lab's 18...

From Research
Confirmed
Medium
low
conversion
Website & SEO Audit
R047

Submit Income Lab for WealthManagement.com Wealthies awards. No nomination found...

From Research
Confirmed
Medium
low
other
Digital Growth Strategy
R048

Hire Content Marketing Manager as first marketing hire ($80-110K). Current team ...

From Research
Likely
High
high
other
Digital Growth Strategy