Task Board
15 tasks -- 11 done, 2 blocked
| ID | Title | Priority | Status | Owner | Blocker |
|---|---|---|---|---|---|
| T001 | Complete client briefing and populate engagement details Need contract terms, reporting structure, direct report name, agency name, and platform access credentials. Without this, multiple downstream tasks are blocked. | P0 | To Do | aaron | -- |
| T002 | Request platform access (GA4, GSC, Google Ads, CRM, CMS) All platform access is pending. GA4, GSC, and Google Ads are highest priority since they unblock the website audit, SEO baseline, and ads audit. | P0 | To Do | aaron | T001 |
| T003 | Deep competitive analysis -- full landscape mapping COMPLETED: 8 competitors profiled (RightCapital, eMoney, MoneyGuidePro, Covisum, Income Solver, Income Discovery, FP Alpha, Conquest Planning). Pricing confirmed for most. Digital strategies mapped. T3 2025 data: Income Lab #1 at 4.15%, 3x nearest competitor. Key finding: Income Lab has ZERO comparison pages while RightCapital has 7+. Overlay model validated. | P1 | Done | -- | -- |
| T004 | Website audit -- structure, SEO, conversion paths COMPLETED (public-facing): WordPress/Bluehost/Cloudflare stack identified. 32 pages + 154 blog posts mapped. Full nav, product pages, pricing pages inventoried. Conversion paths mapped (demo-led via Calendly + $20 trial). Key findings: pricing inconsistencies across pages, double redirect chain, no comparison pages, Cetera partnership hidden, no case studies. Still need GA4/GSC for traffic data. | P1 | Done | -- | -- |
| T005 | Google Ads account audit Likely biggest paid channel. Need to assess campaign structure, keyword strategy, quality scores, landing page experience, conversion tracking, wasted spend. | P1 | Blocked | -- | T002 |
| T006 | SEO baseline -- GSC data pull and keyword gap analysis Organic is the long-term growth lever. Need GSC data to establish baseline, then run keyword gap analysis against competitors. | P1 | Blocked | -- | T002 |
| T007 | Content audit -- blog, academy, resources inventory Completed 2026-02-14. 154 blog posts inventoried and categorized. Key findings: 50% video-only (zero indexable content), 0 email capture anywhere, 0 named authors (E-E-A-T failure), 0 written case studies, 0 comparison pages, publishing cadence declining (3/mo 2024 -> 2.4/mo 2025). Academy is in-person event not online platform. Content quality score: 2.1/5. Full report: audits/2026-02-14-content-audit.md | P2 | Done | -- | -- |
| T008 | Conversion funnel mapping -- trial signup flow analysis COMPLETED (public-facing): Demo-led sales motion identified (Calendly + recorded demos). Trial is secondary ($20 -> app registration, no separate landing page). Pricing page analyzed (monthly/annual/enterprise/team tiers, 6 FAQs, 4.7 stars). Conversion analysis in intel/conversion.json. Full quantitative funnel analysis blocked on GA4. | P1 | Done | -- | -- |
| T009 | ICP and buyer journey research COMPLETED (public sources): 4 buyer personas created, full buyer journey mapped, market sizing done (TAM $603M, SAM $296-389M, SOM $111-167M). Key finding: 81% of advisors don't use any retirement distribution tool -- biggest opportunity is converting non-users. Category grew 75% in 3 years (10.7% to 18.70%). Full report: research/icp-buyer-journey-research.md. Still need CRM data for validation. | P2 | Done | -- | -- |
| T010 | Site performance and technical SEO audit Completed 2026-02-14. Schema markup, crawlability, redirects, image optimization, render-blocking resources, security headers, WP security, meta tags, internal linking. PSI lab scores not collected (API quota exhausted). Full report: audits/2026-02-14-technical-seo-audit.md. 22 action items identified, 3 critical. | P2 | Done | -- | -- |
| T011 | Third-party presence + social media + community audit COMPLETED: Audited G2 (no profile), Capterra (0 reviews), LinkedIn (~3,478 followers), Twitter, Instagram (947 posts/542 followers -- terrible ROI), YouTube (no strategy), community (community.incomelab.io on Bettermode). Discovered Derek Tharp dual role as Kitces Lead Researcher. Found Jamie Hopkins on advisory board. Full reports: research/third-party-presence-audit.md, research/social-community-audit.md | P2 | Done | -- | -- |
| T012 | Pricing and positioning analysis COMPLETED: Full competitive pricing comparison (8 competitors), pricing model analysis, pricing page audit. Critical findings: FAQ has lorem ipsum, $20 trial is industry outlier, team pricing math confusing. Overlay positioning opportunity identified. Full report: research/pricing-positioning-analysis.md | P1 | Done | -- | -- |
| T013 | SEO keyword opportunity research COMPLETED (no GSC): 30 prioritized keyword targets across P0/P1/P2. Income Lab holds #1 for core distribution keywords but has zero comparison pages. Income Solver (T. Rowe Price) emerging as threat. SERP analysis for top 10 keywords done. Full report: research/seo-keyword-opportunities.md | P1 | Done | -- | -- |
| T014 | Platform evaluation and website redesign assessment COMPLETED: 5 platform options evaluated (WP managed, Webflow, Next.js, HubSpot CMS, Framer). Recommendation: Webflow + HubSpot Marketing Hub hybrid. Full website redesign assessment with IA, homepage, conversion architecture, domain strategy. Full reports: research/platform-evaluation.md, research/website-redesign-assessment.md | P2 | Done | -- | -- |
| T015 | Revenue growth playbook and content strategy COMPLETED: Full channel-by-channel growth strategy, 90-day action plan, revenue impact model ($1.06M-$2.69M new ARR), marketing stack recommendations, org recommendations (next 3 hires), content pillar strategy (8 pillars), 44+ content pieces in 90 days. Full reports: research/revenue-growth-playbook.md, research/content-strategy-framework.md | P1 | Done | -- | -- |