Customer Summary

System Prompt Used

You are a senior website strategist. Generate ONLY the project_overview and customer_overview sections of a strategic blueprint.

LANGUAGE REQUIREMENTS:
- Use simple, clear language that anyone can understand
- Avoid technical jargon, acronyms, and complex terms
- Write as if speaking directly to a business owner
- Explain everything in plain English
- Use everyday words instead of technical terms
- Make it easy for non-technical people to understand

RULES:
- Return ONLY valid JSON with the exact structure provided
- No extra text, no explanations, no markdown
- Use only verified intake content from real businesses
- Never guess, assume, or fabricate

PROJECT OVERVIEW REQUIREMENTS:
- The executive_summary field is REQUIRED and must contain a comprehensive 2-3 sentence summary
- The executive_summary should describe the business value proposition, competitive positioning, and key differentiators
- Use specific business information from the intake content, not generic descriptions
- The executive_summary must be meaningful and informative, not empty or placeholder text
- DO NOT leave executive_summary as "string" or empty - it must contain actual content

User Context Sent To Model

BUSINESS NAME: OP-86192

BUSINESS TYPE: Bank Consulting and Compliance Auditing Firm

LOCATION: San Antonio, TX, USA

SELECTED PRODUCTS: Pro Website Siteplus



PRODUCT-SPECIFIC REQUIREMENTS:

- Generate recommendations specific to the selected products

- Consider product-specific features, integrations, and requirements

- Ensure blueprint recommendations align with selected product capabilities



TARGET AUDIENCE: Banks with assets below $10 billion, primarily located in Texas but also serving clients in other states. Decision-makers include bank executives, compliance officers, and risk management professionals seeking expert guidance on regulatory compliance, loan reviews, and audit services. Audience values practical, real-world advice from experienced professionals with direct banking backgrounds.

PRIMARY GOALS: Enhance online presence to attract new bank clients, Showcase consulting and audit services to differentiate from competitors, Improve SEO to increase visibility among regional and national banks

BRAND VALUES: Expertise rooted in real-world banking experience, Integrity and thoroughness in compliance and audit services, Client-focused, practical solutions tailored to banking industry needs

SERVICES OFFERED: Compliance audits for banks, Loan reviews, BSA/AML audits and model validation, Consumer loan audit, Deposit audit, HMDA audit, Bank consulting services

COMPETITIVE ADVANTAGES: Over 40 years of combined experience in both banking operations and auditing, Team members have direct experience as bankers and auditors, offering practical, actionable advice, Competitors (especially CPA firms) often lack real-world banking experience, limiting their ability to provide effective solutions

BRAND PERSONALITY: Professional, knowledgeable, and approachable. The brand voice is authoritative yet accessible, emphasizing practical expertise, reliability, and a deep understanding of the banking sector. Communications are clear, direct, and focused on delivering value to clients.

UPLOADED CONTENT:
--- Content from pro_website_pro_seo_and_pro_business_directory_-_.pdf ---
Pro Website, Pro SEO and Pro Business
Directory - IN-23258
Company name:
Network Solutions Professional Services
Request owner:
Chasty C
Client name(s):
Misty Burks (misty@duncanconsultingsvc.com)
Request due:
03/13/2026
Exported on:
03/20/2026
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1.0 Instructions
Hi Misty, 
Thank you for your purchase! You've taken a great step toward enhancing your online presence. 
Please complete the attached form to help us understand your website needs,  target audience,
location, competitors, and other key information. 
Form Tips: 
Use the left menu to navigate between sections. 
Your progress saves automatically—you can return at any time to finish. 
Submit each item for review when complete (blue = incomplete, green = complete). 
Please note that the form will lock after 48 hours. We cannot accept additional content during this
time. 
Support Hours: 
Monday–Friday, 8:00 AM–8:00 PM EST 
Phone: 
888-642-0197
We look forward to learning more about your business! 
Warm regards, 
The Pro Serv Team 
Note: This is a no-reply email and is not monitored. 
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2.0 Pro Website
2.1 Business Information
When a first-time website visitor sees your site, you want them to quickly gain a clear
understanding of what you offer and be enticed by the business's details. 
What business name do you want to display on your website? 
(approved)
The capitalization and/or special characters are also important. Example: Barney's Burgers
& Barbecue     
Example: Barney's Burgers & Barbecue
Risk Management Partners
Give us a brief overview of your business. What do you do? 
(approved)
Example: We are a bar and grill that serves burgers, barbecue bar food, and beer. We offer
pick up but not delivery and serve the Smallville, Indiana, area.
Provide consulting services for banks. Compliance audits, Loan reviews as well as other
services. See current website for more details.
What makes your business stand out against the competition? 
(approved)
Example: Voted 2019 best burger in Harristown, family-owned business, 30 years
experience, celebrating our 10th year, etc. We'll use this to highlight what makes your
business unique.
Shown on current website. See for details.
What type of customers do you want to attract? 
(approved)
Example: 20-something cowboys, suburban moms, families, etc. This helps us tailor your
website to your target audience.
Banks
Where do the customers you’re targeting live? 
(approved)
  Please specify the primary location (City, State) you'd like us to target in your SEO
campaign.    
Anywhere
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How many years of experience do you have in the industry? 
(approved)
Between all employees and myself 40+ years.
How many full and part-time employees work for your organization? 
(approved)
Not important for website
What is your Industry Vertical for your business? 
(approved)
Example verticals: restaurant, roofing contractor, pediatric dentist, foreign auto repair
Bank consulting
2.2 Contact Information
How do you want your customers to contact you? 
(approved)
Please enter your response, if applicable, in the right-hand column by double-clicking the
field.
We'll feature these options prominently on your website.   
Contact Option
Answer
Phone
903-445-4480
Email
info@riskmgmtpartners.com
Visit us in Person
N/A
File has been exported to:
pro_website/how_do_you_want_your_customers_to_contact_you_.csv
Format: CSV
Is this also the best number for us to reach you at? 
(approved)
[X]
Yes
[ ]
No
What is your Business Email? 
(approved)
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Info@riskmgmtpartners.com
What is your Business Address? 
(approved)
22 Ventana Parkway, San Antonio, TX 78256
Do you want to display your full address? 
(approved)
[X]
Yes
[ ]
No
What are your Hours of Operation? 
(approved)
Please add 'NA' for any days you are closed, including Saturdays and Sundays.  
Example:
Monday–Friday: 9:00 AM – 5:00 PM 
 Saturday: N/A (Closed)
Sunday: N/A (Closed)    
M-F, 9 to 5
2.3 Social Media Links
What social media links do you want displayed on this website? Please enter the URL if
applicable for those noted below.  Please enter NA if not applicable
Social Media 
(approved)
Please double-click in the column to enter your answer.
Social Media Type
Link to Social media
Facebook
Instagram
Other
None
File has been exported to: 
pro_website/social_media.csv
Format: CSV
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2.4 Branding & Promotions
Provide a slogan or tagline if you have one. 
(approved)
Example: One stop. All done. We'll use this on your website to maintain consistency in your
message.
NA
Any offers, discounts, specials we should include on your website? Special offers
are a great way to entice someone to do business with you when shown
prominently on your Home Page. 
(approved)
Example: Free consultation, Veterans save 25%, etc.
NA
Logo 
(approved)
Please upload the Logo here, and we’ll incorporate it into the website. If not, that's no
problem; we'll create a simple placeholder logo for your site.
No answer given
Do you have any marketing collateral? 
(approved)
An existing website, a professional logo, and social media pages, such as Facebook, often
contain valuable information and marketing collateral, including brochures, sales
presentations, and promotional images.
[ ]
Yes
[X]
No
2.5 Existing Website
Our goal is to gather as much information as possible about your business, enabling us to
understand it and effectively represent you online.
The look of your website is just as important as its information. Our designers will use their
expertise to ensure your website is easy to navigate and visually appealing. This section
will help us personalize your site to fit your brand.    
Do you have an existing website? 
(approved)
[X]
Yes
[ ]
No
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What is the URL for your existing website? 
(approved)
Www.riskmgmtpartners.com
What do you like about your existing site? 
(approved)
States what we offer and why we are different than other firms
What do you dislike about your existing site? 
(approved)
Nothing really
2.6 Images & Galleries
  It is essential to maintain a professional and consistent look for your brand across key
locations where customers will encounter your business.     
Which Images would you like us to use? Please upload them here. 
(approved)
Upload any images you would like to be featured on your website here. Our designers will
compliment these images with a vast array of professionally taken photographs to present
your business in the best light.
No answer given
Did you purchase a Rotating Banner? 
(approved)
[ ]
Yes
[X]
No
Did you purchase a Gallery? 
(approved)
[ ]
Yes
[X]
No
2.7 Page Content
The homepage serves as the virtual front door to your business, encapsulating the essence
of your brand and captivating visitors from the moment they arrive.  It's important that we
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highlight the top three services prominently, each with a brief description and a clear call
to action.   We will include exclusive special offers on the homepage that can immediately
capture attention and drive engagement.  We will create three additional Service Pages and
a Contact Page.
Home Page 
(approved)
 Our team will craft the text for your Homepage using the information provided in the
business overview section. Is there anything else you want us to include on the Home
Page?    
See existing Home Page on website
Product / Service Page 1 
(approved)
What Service / Product would you like to showcase? 
Don't forget to include any unique selling points!    
See Services page on current website
Product / Service Page 2 
(approved)
What Service / Product would you like to showcase? 
 Don't forget to include any unique selling points!      
See About page on current website
Product / Service Page 3 
(approved)
What Service / Product would you like to showcase? 
Don't forget to include any unique selling points!      
NA
Did you purchase a 6th page? 
(approved)
[ ]
Yes
[X]
No
Anything else that would be helpful for us to know? 
(approved)
For example: if webpage content is uploaded would you like us to "rewrite" the content or
leave it "as-is"   
Okay to rewrite
2.8 eCommerce
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Did you purchase eCommerce? 
(approved)
[ ]
Yes
[X]
No
2.9 SEO & Directory Information
Our team will use SEO tools to research how people search for these products/services in
Google and Bing.  
Please share any phrases you or your customers use to find you in search
engines. 
(approved)
Loan review, compliance audit, bank consulting, BSA/AML audits, consumer loan audit,
deposit audit, HMDA audit, BSA/AML Model Validation
Are there any search phrases you’d like us to avoid? 
(approved)
Example: cheap, wholesale, Realtor, expert, or common industry terms not related to your
business
My that i can think of.
Tell us where your Customers live and the primary location (City, State) you'd
like us to target in your SEO campaign. 
(approved)
    SEO is a long-term strategy, and we can expand 
beyond this area as we see improved
performance.           
Mostly in Texas but we do have costumers in other states as well
What are your Top 3-5 Products or Services? 
(approved)
Based on your products or services, please share your top 3-5 products/services that you
want our team to target first in your SEO campaign.  SEO is a long-term strategy; we can
expand 
beyond these as we see improved performance.        
See current website
Who is your target audience or ideal customer? 
(approved)
  Example: 30-something 
single men, suburban moms, families, etc.     
  
Banks below 10 billion
Competitor Analysis 
(approved)
 Please tell us about your competitors' websites and what aspects of their business and
online presence you admire (top three).
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Please list your top three online competitors.    
Include the link to their website if available.          
TIB (www.tib.bank/loan-reviewcompliance)
JRBT (www.jrbt.com)
Turner Consulting Services (www.turnerbankconsulting.com)
MCH Consulting (www.mchconsulting.co)
TCC Consulting (www.tccconsultingllc.com)
Tell us about what sets your business apart from your competitors. 
(approved)
Example: The services that drive customers to your business, 
like what product/service
makes you the most money or items that set you apart from others, like voted 
2019 best
burger in Harristown, family-owned business, 30 years experience, 
celebrating our 10th
year       
Our team has over 40+ years of experience in auditing/reviewing as well as first-hand
experience working in banks. We have worked both sides as banker and as
auditors/reviewers, which gives us the ability to offer real-world advice. Most of our
competitors (especially CPA firms) have never worked in the bank and cannot give real-
world advice. They don't know how to solve the problems the banks face.
What payment options to do you accept? 
(approved)
[ ]
Visa
[ ]
MasterCard
[ ]
American express
[ ]
Discover
[ ]
Amazon
[ ]
Ebay
[ ]
PayPal
[ ]
Cash
[ ]
Cheque
[ ]
Invoice
[ ]
Western Union
[ ]
Zelle
[ ]
Venmo
[ ]
Apple Pay
[ ]
Google Pay
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One of the first things a customer is going to see when they view your business
directory listing is your company name. 
(approved)
We'd like to ensure your company name is accurate for your online marketing services. 
What company name would you like to use?    
Risk Management Partners, LLC
What phone number do you want to advertise on your directory listings? 
(approved)
903-445-4480
What email address do you want to advertise on your directory listings? 
(approved)
info@riskmgmtpartners.com
Anything else that would be helpful for us to know? 
(approved)
No answer given
2.10 SEO Website Edits
Note: This section only applies to SEO services with SEO website edits, such as Pro SEO
Assist Subscription, Pro On Page SEO, and/or Pro SEO Content.  
 As part of your SEO campaign, our team will create SEO-friendly text for your website to
help search engines like Google understand which words and phrases your site should rank
for. At the end of each month, we’ll send you a recap of pages we added content to, along
with your monthly SEO report, so you can review the updates. 
Why We Make Changes Directly: To start seeing SEO results, it’s important that this content
is added to your website so that Google can start reviewing it. Our SEO specialists will
revise existing text or add new content to target relevant keywords and improve your
visibility. 
Scope of Changes: We’ll revise or add to your website’s text, focusing on keywords your
audience is searching for, without changing the overall meaning or structure of your
content. 
Request a Change: If you'd like us to modify any of our text, simply log into your Account
Manager dashboard, select “Marketing,” and choose “Request A Change.” You can also
reach out to us by phone. 
Please confirm if we can make these SEO text changes directly to your website:
(approved)
[X]
Yes, please apply these changes directly to my website.
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[ ]
No, please send me the changes and I’ll implement them.
[ ]
Not Applicable – I don’t have an SEO service with SEO website edits.
2.11 Closing
Once your website is complete, you'll receive an email with a link to your website, allowing
you to review it before I call you to complete the Welcome Call. The Welcome Call is crucial;
it enables us to gather your feedback, address any questions you may have, and provide
you with the necessary records to launch your site. Completing the Welcome Call ensures
that your service truly reflects your business.    
We'll begin creating all of your listings in the next 5 to 7 business days. You'll then receive
an email outlining how we're developing your business's online presence. Some online
directories can take as little as a week to begin managing, while others may take over 60
days to actively manage. You can check the progress of these listings in your dashboard.
Our goal is always to ensure our customers are proud of their service, and we will work with
you every step of the way.
Additionally, our team will begin work on your SEO updates shortly. You should have
already received an email outlining the expected timeframe(s) for completing your
optimizations. When the changes are completed, you will receive another email letting you
know that we are done. It is always our goal to ensure that our customers are proud of their
service, and we will work with you every step of the way. 
For your convenience, if you require assistance with any of your services, including any DIY
tasks you may have, please call us at 888-642-0197.
  Thank you for choosing Pro Services    
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3.0 Network Solutions - Internal Notes Only
3.1 Additional Notes
Additional Notes 
(approved)
Was able to confirm these information:
1. The business name that we should use for Website/SEO/Probiz: Risk Management
Partners
2. Brief overview: Risk Management Partners, LLC (RMP) is a bank consulting company.
Our mission is to offer professional guidance to community banks in an ever-changing
regulatory environment by providing consulting services you can trust. We are committed
to helping banks compete in today's highly regulated environment.
3. What makes your business stand out: Remaining profitable while staying compliant is
always a challenge for today’s banks. Need an expert to help? That’s where we come in.
Our work in several banks gives us unparalleled experience in helping our clients reach
optimal performance.
4. Customer have business-to-business operation
5. They want to primarily target Texas for their SEO campaign
6. For the years of experience, customer mentioned that she personally have over 30
years of experience.
7. Customer specifically prefers to not mention on the website how many exployees they
have, but if it is mandatory for us to have this information, she mentions that she have 2
full time employees and 6 contract workers.
8. She want her customers to contact her via info@riskmgmtpartners.com and 903-445-
4480
9. Best phone number for NetSol to contact her: 903-445-4480
10. Business hours: Monday-Friday 9am-5pm | Closed on Saturday and Sunday. Customer
would also like to add that they're closed on bank holidays. If banks are closed, then
they're also closed.
11. Customer would like the design team to create a placeholder logo for their website
12. Old site content reused for the new site - but we can rewrite the contents collected if
needed. Page contents are provided in a separate document attached in the Additional
files section on the IOI
13. Customer confirmed that we can use stock images that is appropriate for their
business
14. We can hide the 1 unused for from their website, and customer is intending to use only
4 pages in total.
15. Customer would like to feature all the services that they offer VS that three that we
require: Loan Reviews, Compliance Services, Internal Controls audits, HMDA Scrub audits,
ACH audits, and BSA/AML model validations, training, due diligence reviews and credit
administration consulting
16. Online competitors: TIB (www.tib.bank/loan-reviewcompliance)
JRBT (www.jrbt.com)
Turner Consulting Services (www.turnerbankconsulting.com)
MCH Consulting (www.mchconsulting.co)
TCC Consulting (www.tccconsultingllc.com)
17. What set their business apart from their competitors: Our team has over 40+ years of
experience in auditing/reviewing as well as first-hand experience working in banks. We
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have worked both sides as banker and as auditors/reviewers, which gives us the ability to
offer real-world advice. Most of our competitors (especially CPA firms) have never worked
in the bank and cannot give real-world advice. They don't know how to solve the problems
the banks face.
18. They accept cheque as their payment options.
19. Phone number for the directory listing: 903-445-4480
20. Email for directory listing: Info@riskmgmtpartners.com
21. Please confirm if we can make these SEO text changes directly to your website: Yes
Additional File(s) Upload 
(approved)
File has been exported to:
network_solutions_internal_notes_only/clarifications_needed_answers_.docx
File size: 16 KB, Width x Height (px): N/A, Format: DOCX
Uploaded by: Misty Burks (misty@duncanconsultingsvc.com)
File has been exported to: 
network_solutions_internal_notes_only/page_content_-_in-
23258.pdf
File size: 43.8 KB, Width x Height (px): N/A, Format: PDF
Uploaded by: N/A
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LOWER PRIORITY ADDITIONAL CONTEXT (use only when not conflicting with Final Notes):

Business Name: OP-86192
Business Type: Bank Consulting and Compliance Auditing Firm
Location: San Antonio, TX, USA
--- Content from pro_website_pro_seo_and_pro_business_directory_-_.pdf ---
Pro Website, Pro SEO and Pro Business
Directory - IN-23258
Company name:
Network Solutions Professional Services
Request owner:
Chasty C
Client name(s):
Misty Burks (misty@duncanconsultingsvc.com)
Request due:
03/13/2026
Exported on:
03/20/2026
Page 
1
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Network Solutions Professional Services
1.0 Instructions
Hi Misty, 
Thank you for your purchase! You've taken a great step toward enhancing your online presence. 
Please complete the attached form to help us understand your website needs,  target audience,
location, competitors, and other key information. 
Form Tips: 
Use the left menu to navigate between sections. 
Your progress saves automatically—you can return at any time to finish. 
Submit each item for review when complete (blue = incomplete, green = complete). 
Please note that the form will lock after 48 hours. We cannot accept additional content during this
time. 
Support Hours: 
Monday–Friday, 8:00 AM–8:00 PM EST 
Phone: 
888-642-0197
We look forward to learning more about your business! 
Warm regards, 
The Pro Serv Team 
Note: This is a no-reply email and is not monitored. 
Page 
2
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Network Solutions Professional Services
2.0 Pro Website
2.1 Business Information
When a first-time website visitor sees your site, you want them to quickly gain a clear
understanding of what you offer and be enticed by the business's details. 
What business name do you want to display on your website? 
(approved)
The capitalization and/or special characters are also important. Example: Barney's Burgers
& Barbecue     
Example: Barney's Burgers & Barbecue
Risk Management Partners
Give us a brief overview of your business. What do you do? 
(approved)
Example: We are a bar and grill that serves burgers, barbecue bar food, and beer. We offer
pick up but not delivery and serve the Smallville, Indiana, area.
Provide consulting services for banks. Compliance audits, Loan reviews as well as other
services. See current website for more details.
What makes your business stand out against the competition? 
(approved)
Example: Voted 2019 best burger in Harristown, family-owned business, 30 years
experience, celebrating our 10th year, etc. We'll use this to highlight what makes your
business unique.
Shown on current website. See for details.
What type of customers do you want to attract? 
(approved)
Example: 20-something cowboys, suburban moms, families, etc. This helps us tailor your
website to your target audience.
Banks
Where do the customers you’re targeting live? 
(approved)
  Please specify the primary location (City, State) you'd like us to target in your SEO
campaign.    
Anywhere
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How many years of experience do you have in the industry? 
(approved)
Between all employees and myself 40+ years.
How many full and part-time employees work for your organization? 
(approved)
Not important for website
What is your Industry Vertical for your business? 
(approved)
Example verticals: restaurant, roofing contractor, pediatric dentist, foreign auto repair
Bank consulting
2.2 Contact Information
How do you want your customers to contact you? 
(approved)
Please enter your response, if applicable, in the right-hand column by double-clicking the
field.
We'll feature these options prominently on your website.   
Contact Option
Answer
Phone
903-445-4480
Email
info@riskmgmtpartners.com
Visit us in Person
N/A
File has been exported to:
pro_website/how_do_you_want_your_customers_to_contact_you_.csv
Format: CSV
Is this also the best number for us to reach you at? 
(approved)
[X]
Yes
[ ]
No
What is your Business Email? 
(approved)
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Info@riskmgmtpartners.com
What is your Business Address? 
(approved)
22 Ventana Parkway, San Antonio, TX 78256
Do you want to display your full address? 
(approved)
[X]
Yes
[ ]
No
What are your Hours of Operation? 
(approved)
Please add 'NA' for any days you are closed, including Saturdays and Sundays.  
Example:
Monday–Friday: 9:00 AM – 5:00 PM 
 Saturday: N/A (Closed)
Sunday: N/A (Closed)    
M-F, 9 to 5
2.3 Social Media Links
What social media links do you want displayed on this website? Please enter the URL if
applicable for those noted below.  Please enter NA if not applicable
Social Media 
(approved)
Please double-click in the column to enter your answer.
Social Media Type
Link to Social media
Facebook
Instagram
Other
None
File has been exported to: 
pro_website/social_media.csv
Format: CSV
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2.4 Branding & Promotions
Provide a slogan or tagline if you have one. 
(approved)
Example: One stop. All done. We'll use this on your website to maintain consistency in your
message.
NA
Any offers, discounts, specials we should include on your website? Special offers
are a great way to entice someone to do business with you when shown
prominently on your Home Page. 
(approved)
Example: Free consultation, Veterans save 25%, etc.
NA
Logo 
(approved)
Please upload the Logo here, and we’ll incorporate it into the website. If not, that's no
problem; we'll create a simple placeholder logo for your site.
No answer given
Do you have any marketing collateral? 
(approved)
An existing website, a professional logo, and social media pages, such as Facebook, often
contain valuable information and marketing collateral, including brochures, sales
presentations, and promotional images.
[ ]
Yes
[X]
No
2.5 Existing Website
Our goal is to gather as much information as possible about your business, enabling us to
understand it and effectively represent you online.
The look of your website is just as important as its information. Our designers will use their
expertise to ensure your website is easy to navigate and visually appealing. This section
will help us personalize your site to fit your brand.    
Do you have an existing website? 
(approved)
[X]
Yes
[ ]
No
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What is the URL for your existing website? 
(approved)
Www.riskmgmtpartners.com
What do you like about your existing site? 
(approved)
States what we offer and why we are different than other firms
What do you dislike about your existing site? 
(approved)
Nothing really
2.6 Images & Galleries
  It is essential to maintain a professional and consistent look for your brand across key
locations where customers will encounter your business.     
Which Images would you like us to use? Please upload them here. 
(approved)
Upload any images you would like to be featured on your website here. Our designers will
compliment these images with a vast array of professionally taken photographs to present
your business in the best light.
No answer given
Did you purchase a Rotating Banner? 
(approved)
[ ]
Yes
[X]
No
Did you purchase a Gallery? 
(approved)
[ ]
Yes
[X]
No
2.7 Page Content
The homepage serves as the virtual front door to your business, encapsulating the essence
of your brand and captivating visitors from the moment they arrive.  It's important that we
Page 
7
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highlight the top three services prominently, each with a brief description and a clear call
to action.   We will include exclusive special offers on the homepage that can immediately
capture attention and drive engagement.  We will create three additional Service Pages and
a Contact Page.
Home Page 
(approved)
 Our team will craft the text for your Homepage using the information provided in the
business overview section. Is there anything else you want us to include on the Home
Page?    
See existing Home Page on website
Product / Service Page 1 
(approved)
What Service / Product would you like to showcase? 
Don't forget to include any unique selling points!    
See Services page on current website
Product / Service Page 2 
(approved)
What Service / Product would you like to showcase? 
 Don't forget to include any unique selling points!      
See About page on current website
Product / Service Page 3 
(approved)
What Service / Product would you like to showcase? 
Don't forget to include any unique selling points!      
NA
Did you purchase a 6th page? 
(approved)
[ ]
Yes
[X]
No
Anything else that would be helpful for us to know? 
(approved)
For example: if webpage content is uploaded would you like us to "rewrite" the content or
leave it "as-is"   
Okay to rewrite
2.8 eCommerce
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Did you purchase eCommerce? 
(approved)
[ ]
Yes
[X]
No
2.9 SEO & Directory Information
Our team will use SEO tools to research how people search for these products/services in
Google and Bing.  
Please share any phrases you or your customers use to find you in search
engines. 
(approved)
Loan review, compliance audit, bank consulting, BSA/AML audits, consumer loan audit,
deposit audit, HMDA audit, BSA/AML Model Validation
Are there any search phrases you’d like us to avoid? 
(approved)
Example: cheap, wholesale, Realtor, expert, or common industry terms not related to your
business
My that i can think of.
Tell us where your Customers live and the primary location (City, State) you'd
like us to target in your SEO campaign. 
(approved)
    SEO is a long-term strategy, and we can expand 
beyond this area as we see improved
performance.           
Mostly in Texas but we do have costumers in other states as well
What are your Top 3-5 Products or Services? 
(approved)
Based on your products or services, please share your top 3-5 products/services that you
want our team to target first in your SEO campaign.  SEO is a long-term strategy; we can
expand 
beyond these as we see improved performance.        
See current website
Who is your target audience or ideal customer? 
(approved)
  Example: 30-something 
single men, suburban moms, families, etc.     
  
Banks below 10 billion
Competitor Analysis 
(approved)
 Please tell us about your competitors' websites and what aspects of their business and
online presence you admire (top three).
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Please list your top three online competitors.    
Include the link to their website if available.          
TIB (www.tib.bank/loan-reviewcompliance)
JRBT (www.jrbt.com)
Turner Consulting Services (www.turnerbankconsulting.com)
MCH Consulting (www.mchconsulting.co)
TCC Consulting (www.tccconsultingllc.com)
Tell us about what sets your business apart from your competitors. 
(approved)
Example: The services that drive customers to your business, 
like what product/service
makes you the most money or items that set you apart from others, like voted 
2019 best
burger in Harristown, family-owned business, 30 years experience, 
celebrating our 10th
year       
Our team has over 40+ years of experience in auditing/reviewing as well as first-hand
experience working in banks. We have worked both sides as banker and as
auditors/reviewers, which gives us the ability to offer real-world advice. Most of our
competitors (especially CPA firms) have never worked in the bank and cannot give real-
world advice. They don't know how to solve the problems the banks face.
What payment options to do you accept? 
(approved)
[ ]
Visa
[ ]
MasterCard
[ ]
American express
[ ]
Discover
[ ]
Amazon
[ ]
Ebay
[ ]
PayPal
[ ]
Cash
[ ]
Cheque
[ ]
Invoice
[ ]
Western Union
[ ]
Zelle
[ ]
Venmo
[ ]
Apple Pay
[ ]
Google Pay
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One of the first things a customer is going to see when they view your business
directory listing is your company name. 
(approved)
We'd like to ensure your company name is accurate for your online marketing services. 
What company name would you like to use?    
Risk Management Partners, LLC
What phone number do you want to advertise on your directory listings? 
(approved)
903-445-4480
What email address do you want to advertise on your directory listings? 
(approved)
info@riskmgmtpartners.com
Anything else that would be helpful for us to know? 
(approved)
No answer given
2.10 SEO Website Edits
Note: This section only applies to SEO services with SEO website edits, such as Pro SEO
Assist Subscription, Pro On Page SEO, and/or Pro SEO Content.  
 As part of your SEO campaign, our team will create SEO-friendly text for your website to
help search engines like Google understand which words and phrases your site should rank
for. At the end of each month, we’ll send you a recap of pages we added content to, along
with your monthly SEO report, so you can review the updates. 
Why We Make Changes Directly: To start seeing SEO results, it’s important that this content
is added to your website so that Google can start reviewing it. Our SEO specialists will
revise existing text or add new content to target relevant keywords and improve your
visibility. 
Scope of Changes: We’ll revise or add to your website’s text, focusing on keywords your
audience is searching for, without changing the overall meaning or structure of your
content. 
Request a Change: If you'd like us to modify any of our text, simply log into your Account
Manager dashboard, select “Marketing,” and choose “Request A Change.” You can also
reach out to us by phone. 
Please confirm if we can make these SEO text changes directly to your website:
(approved)
[X]
Yes, please apply these changes directly to my website.
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[ ]
No, please send me the changes and I’ll implement them.
[ ]
Not Applicable – I don’t have an SEO service with SEO website edits.
2.11 Closing
Once your website is complete, you'll receive an email with a link to your website, allowing
you to review it before I call you to complete the Welcome Call. The Welcome Call is crucial;
it enables us to gather your feedback, address any questions you may have, and provide
you with the necessary records to launch your site. Completing the Welcome Call ensures
that your service truly reflects your business.    
We'll begin creating all of your listings in the next 5 to 7 business days. You'll then receive
an email outlining how we're developing your business's online presence. Some online
directories can take as little as a week to begin managing, while others may take over 60
days to actively manage. You can check the progress of these listings in your dashboard.
Our goal is always to ensure our customers are proud of their service, and we will work with
you every step of the way.
Additionally, our team will begin work on your SEO updates shortly. You should have
already received an email outlining the expected timeframe(s) for completing your
optimizations. When the changes are completed, you will receive another email letting you
know that we are done. It is always our goal to ensure that our customers are proud of their
service, and we will work with you every step of the way. 
For your convenience, if you require assistance with any of your services, including any DIY
tasks you may have, please call us at 888-642-0197.
  Thank you for choosing Pro Services    
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3.0 Network Solutions - Internal Notes Only
3.1 Additional Notes
Additional Notes 
(approved)
Was able to confirm these information:
1. The business name that we should use for Website/SEO/Probiz: Risk Management
Partners
2. Brief overview: Risk Management Partners, LLC (RMP) is a bank consulting company.
Our mission is to offer professional guidance to community banks in an ever-changing
regulatory environment by providing consulting services you can trust. We are committed
to helping banks compete in today's highly regulated environment.
3. What makes your business stand out: Remaining profitable while staying compliant is
always a challenge for today’s banks. Need an expert to help? That’s where we come in.
Our work in several banks gives us unparalleled experience in helping our clients reach
optimal performance.
4. Customer have business-to-business operation
5. They want to primarily target Texas for their SEO campaign
6. For the years of experience, customer mentioned that she personally have over 30
years of experience.
7. Customer specifically prefers to not mention on the website how many exployees they
have, but if it is mandatory for us to have this information, she mentions that she have 2
full time employees and 6 contract workers.
8. She want her customers to contact her via info@riskmgmtpartners.com and 903-445-
4480
9. Best phone number for NetSol to contact her: 903-445-4480
10. Business hours: Monday-Friday 9am-5pm | Closed on Saturday and Sunday. Customer
would also like to add that they're closed on bank holidays. If banks are closed, then
they're also closed.
11. Customer would like the design team to create a placeholder logo for their website
12. Old site content reused for the new site - but we can rewrite the contents collected if
needed. Page contents are provided in a separate document attached in the Additional
files section on the IOI
13. Customer confirmed that we can use stock images that is appropriate for their
business
14. We can hide the 1 unused for from their website, and customer is intending to use only
4 pages in total.
15. Customer would like to feature all the services that they offer VS that three that we
require: Loan Reviews, Compliance Services, Internal Controls audits, HMDA Scrub audits,
ACH audits, and BSA/AML model validations, training, due diligence reviews and credit
administration consulting
16. Online competitors: TIB (www.tib.bank/loan-reviewcompliance)
JRBT (www.jrbt.com)
Turner Consulting Services (www.turnerbankconsulting.com)
MCH Consulting (www.mchconsulting.co)
TCC Consulting (www.tccconsultingllc.com)
17. What set their business apart from their competitors: Our team has over 40+ years of
experience in auditing/reviewing as well as first-hand experience working in banks. We
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have worked both sides as banker and as auditors/reviewers, which gives us the ability to
offer real-world advice. Most of our competitors (especially CPA firms) have never worked
in the bank and cannot give real-world advice. They don't know how to solve the problems
the banks face.
18. They accept cheque as their payment options.
19. Phone number for the directory listing: 903-445-4480
20. Email for directory listing: Info@riskmgmtpartners.com
21. Please confirm if we can make these SEO text changes directly to your website: Yes
Additional File(s) Upload 
(approved)
File has been exported to:
network_solutions_internal_notes_only/clarifications_needed_answers_.docx
File size: 16 KB, Width x Height (px): N/A, Format: DOCX
Uploaded by: Misty Burks (misty@duncanconsultingsvc.com)
File has been exported to: 
network_solutions_internal_notes_only/page_content_-_in-
23258.pdf
File size: 43.8 KB, Width x Height (px): N/A, Format: PDF
Uploaded by: N/A
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Uploaded Files Considered

Uploaded Content Preview

--- Content from pro_website_pro_seo_and_pro_business_directory_-_.pdf ---
Pro Website, Pro SEO and Pro Business
Directory - IN-23258
Company name:
Network Solutions Professional Services
Request owner:
Chasty C
Client name(s):
Misty Burks (misty@duncanconsultingsvc.com)
Request due:
03/13/2026
Exported on:
03/20/2026
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1.0 Instructions
Hi Misty, 
Thank you for your purchase! You've taken a great step toward enhancing your online presence. 
Please complete the attached form to help us understand your website needs,  target audience,
location, competitors, and other key information. 
Form Tips: 
Use the left menu to navigate between sections. 
Your progress saves automatically—you can return at any time to finish. 
Submit each item for review when complete (blue = incomplete, green = complete). 
Please note that the form will lock after 48 hours. We cannot accept additional content during this
time. 
Support Hours: 
Monday–Friday, 8:00 AM–8:00 PM EST 
Phone: 
888-642-0197
We look forward to learning more about your business! 
Warm regards, 
The Pro Serv Team 
Note: This is a no-reply email and is not monitored. 
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2.0 Pro Website
2.1 Business Information
When a first-time website visitor sees your site, you want them to quickly gain a clear
understanding of what you offer and be enticed by the business's details. 
What business name do you want to display on your website? 
(approved)
The capitalization and/or special characters are also important. Example: Barney's Burgers
& Barbecue     
Example: Barney's Burgers & Barbecue
Risk Management Partners
Give us a brief overview of your business. What do you do? 
(approved)
Example: We are a bar and grill that serves burgers, barbecue bar food, and beer. We offer
pick up but not delivery and serve the Smallville, Indiana, area.
Provide consulting services for banks. Compliance audits, Loan reviews as well as other
services. See current website for more details.
What makes your business stand out against the competition? 
(approved)
Example: Voted 2019 best burger in Harristown, family-owned business, 30 years
experience, celebrating our 10th year, etc. We'll use this to highlight what makes your
business unique.
Shown on current website. See for details.
What type of customers do you want to attract? 
(approved)
Example: 20-something cowboys, suburban moms, families, etc. This helps us tailor your
website