Asset Pipeline

Complete overhaul of the pricing page structure and copy.

Send approved scripts to voice talent for recording.

Build more landing page variations for split tests tied to distinct angles such as yield, safety, real-estate backing, simplicity.

Create a message matrix that maps each core angle to funnel steps and user types.

Add supporting proof elements such as real-estate examples, investor counts, and regulatory info.

Produce versions of the homepage module order for A/B tests.

Check referral reporting for accuracy in GA4 and ensure Klaviyo aligns.

Set up dashboards for LTV by source, message angle, audience segment and landing page.

Launch controlled tests for hero variants, CTA formats, trust modules and value-prop stacks (& a test tracking list to monitor and iterate upon results).

Implement tracking for video watch rate on the homepage and test alternate placements to inform new video.

Align on attribution to run a review of top user journeys that convert into high-value investors and feed that back into creative.

Prioritize 3 to 5 funnels for structured testing.

Produce scripts for retargeting videos focused on objections, trust and clarity.

Outline a plan for better insight gathering: post-signup surveys, investor interviews, CRM tags and cohort tracking.

Based on best performing campaigns.

Email sequence for users who start but don't complete sign-up.

Email sequences for delivering new lead magnets.

Implement custom properties in Klayvio for better segmentation.

Reducing the number of fields in the sign-up flow.

A new 90-second animated demo video for the product page.

Finalize scripts for short and long demos.

Select a new editor or wait for the current one to return.

Prepare alternate cuts of the demos for ad testing.

Produce new visual variants for Meta and Google ads linked to the highest-performing value props.

Standardize UTM structures for paid, email, organic and referral.

Confirm Klaviyo attribution alignment with UTM labels.

New yield line, trust modules, stronger CTA format.

Rebuild the mobile fold so users reach the key points faster.

Reduce distractor elements that users attempt to click.

Rework “How It Works” structure so the main steps appear higher and with direct CTAs.

Improve scroll pacing and cut modules that draw low interaction in heatmaps.

Confirm that UTMs pass correctly from Meta, Google and any partner feeds.

Validate GA4 events for CTA clicks, video events and scroll depth on all device types.

Fix any broken or missing event tags in the signup flow.

Verify that Hotjar tagging is active for new tests.

Finalize a clear hypothesis list based on GA4, Hotjar and recording insights.

Flag specific rage-click spots and hand off fixes to design or engineering.

Audit the signup funnel for friction points: need access to the drop off data at different points in the sign up flow.

Refresh copy for ad headlines tied to safety, yield clarity, simplicity and SEC alignment.

Finish copy for the extended landing page versions.

Add explainer text snippets that improve understanding of the product.

Align teams on the next investor insights needed to understand LTV drivers.

Define which segments matter most for long-term volume and retention.

Complete the interactive demo for the new user dashboard.

Complete the front-end and back-end development for the new dashboard.

A comprehensive guide to attract new leads.

Interactive quiz to capture and qualify leads.

A new video for the landing page and in the dashboard.

An in-depth video explaining the product functionality.

A dedicated page on the marketing site explaining how the product works.

Set of video and image ads for the "Summer Savings" campaign.

New hero section for the main landing page, focusing on social proof.

A 5-part email sequence for new sign-ups.