Product Development


Product

Release
v 1.0



Path by Simplex v 1.0 (Charles Fettinger & Rob Chandler)

Start Date: February 1, 2021   Target Completion Date: May 7, 2021.

The product will have valuable features based upon MVP and User Feedback.


Product
Roadmap


Product Features (Charles Fettinger & Rob Chandler)

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

Apps.com (Charles Fettinger)

Path by Simplex will be published on the QuickBooks Online Store.
Start Date: March 15, 2021   Target Completion Date: April 30, 2021.

  • Technical Review - 100% Completed
  • Security Review - 60% In-Progress
  • Marketing Review - 25% In-Progress

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 (Jessica Rickard, Rob Chandler & Eric Olsem)

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 (Jessica Rickard, Rob Chandler & Eric Olsem)

  • 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 (Jessica Rickard)

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

Start Trial


Start Trial Messaging (Jessica Rickard)

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 (Jessica Rickard)

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 (Jessica Rickard)

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 (Jessica Rickard)

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 (Jessica Rickard)

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 (Jessica Rickard)

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 (Jessica Rickard)

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(Jessica Rickard)

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 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