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Product Development


Product

Updates


Product Development - Path by Simplex

Mock-up: April of 2020
Prototype: June of 2020
MVP: November of 2020
Beta:  January of 2021
Version Release 1.0.13.1: August 27, 2021


Product
Roadmap


Product Features

  • User Requests Feedback
  • Features Approved for Development
  • In-Development
  • Live New Features in Product
Apps.com


Apps.com

Path by Simplex will be published on the QuickBooks Online Store.
Completion Date: May 13, 2021.

  • Technical Review - 100% Completed
  • Security Review - 100% Completed
  • Marketing Review - 100% Completed

Sales Department


Product
Brochure
Overview


Path by Simplex - Product Brochure

  • The Bridge
  • To-Do List
  • Bookmarks
  • Milestones
  • Data Mash
  • Industry Comparisons
  • Impact Center
  • Business Snapshot


Sales Process


Implementation of Sales Process (Eric Olsem)

5 Minutes - What is the Challenge you face today?
21 Minutes - Product Presentation
4 Minutes - Feedback Survey from Prospect


Path Advisory Program


Path Advisory Program

Start Date: April 7, 2021 Target Completion Date: April 30, 2021

  1. Overview Webpage for Program - 100% Completed
  2. Application for Program - 100% Completed
  3. Develop Reward Page - Level descriptions - In-progress.
  4. Develop Marketing Plan - In-progress.
  5. Marketing Materials - Coming Soon.

Get Paid to
Use Path

Get Paid to Use Path

  • Overview Webpage for Program 
  • $50 User Experience Survey 
  • $150 Case Study for Industry
  • $250 Data Mash Calculations

Marketing Department

Branding, Messaging and Strategic Plan

Branding Messaging Strategic Guide


Brand Message and Strategic Guide

The Company has re-branded the Message and Strategic Guide for the Company. The Company has engaged further with the Branding Consultant to assist with:

  • Marketing Strategy
  • Website Optimization 

Social Media

Business Resource Articles


Business Resource Articles

Social Media posts linking to business resource articles have been created and scheduled for the above timeline.

Start Trial


Start Trial Messaging

Social Media posts promoting our free 7-day trial have been created and scheduled for the above timeline. Posts will go out every Tuesday and Thursday and are included in Requeue messaging.

Blogs


Blog Promotion

Social Media posts promoting our Blog Articles are created and scheduled to be released every other week for the above timeline.

Instagram Plan


Instagram Plan

Start Date: April 7, 2021 Target Completion Date: April 30, 2021

Plan for Instagram posts and marketing needs to be developed.

 
Business Tip Plan

Business Tip Plan

Start Date: April 7, 2021 Target Completion Date: April 30, 2021

Plan for Business Tip videos. Include topics, occurrence, and responsible parties.

 
Real/Raw Messaging Plan

Real/Raw Messaging Plan

Start Date: April 7, 2021 Target Completion Date: April 30, 2021

Develop plan to make Social Profiles feel more personable and raw. What type of content, who will create it, when does it go out.

 
Email Marketing Plan

Email Marketing Plan

Start Date: April 7, 2021 Target Completion Date: May 31, 2021

Develop plan for email marketing based on previous feedback.
Segment email list to make content relevant to consumer.

  • Contracted You Don't Need A CMO to manage email list and e-mail campaigns.

 

Content Creation

Accountant Lead Magnet

Accountant Lead Magnet

Start Date: April 7, 2021 Target Completion Date: April 30, 2021

Develop a lead magnet for Accountants, Advisors, Bookkeepers to download from our website.

Outline created: The Accountants, Advisors, Bookkeepers Guide to Advisory Services.

Build full document - In Progress

 
Guerilla Marketing Plan/Ideas


Guerilla Marketing Plan/Ideas

Start Date: April 7, 2021 Target Completion Date: April 30, 2021

Research guerilla marketing ideas.

Develop plan to implement for Path by Simplex.

 

Overall Company Items


Technology Award

Recognize to Technology Innovator Companies (Rob Chandler)

Award Acceptance on Thursday, June 24, 2021 at 10:00 a.m.

Agenda
  • Voice of Customers
  • What Your SaaS Board Really wants to hear
  • Cloud Computer - How big this bubble can grow?
  • Create a Customer Content Experience

US Trademark

US Trademark - Path by Simplex (Rob Chandler)
The trademark application has been accepted by the Office (has met the minimum filing requirements) and company is waiting on trademark to be issued.

Submission Date: on December 7, 2020
Waiting on Government to issue Trademark: There was no opposition from any company and the had to di this within thirty days

US Patent

US Trademark - Path by Simplex (Rob Chandler)

Submission Date: on July 30, 2020
Next Update:  The application will be processed around January of 2022, it usually takes about 30 months for the application to be processed.