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-84337

BUSINESS TYPE: Online Publishing and News Aggregation (Federal Reserve/Economic Policy)

LOCATION: United States (primary), global audience

SELECTED PRODUCTS: Pro Website Siteplus, Gallery, Bulk Gallery



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: Individuals interested in economic policy, financial news, and government institutions; includes professionals, academics, journalists, and members of the general population seeking reliable updates about the Federal Reserve’s actions and their impact. Audience is niche but open to anyone globally with an interest in central banking and economic trends.

PRIMARY GOALS: Provide clear, accurate, and accessible information about the Federal Reserve, Curate and aggregate reliable news articles and content related to Federal Reserve developments, Build a unique online platform for economic policy enthusiasts without commercial intent

BRAND VALUES: Accuracy, Transparency, Accessibility

SERVICES OFFERED: Curated news aggregation about the Federal Reserve, Informational articles and research, Appointment requests for interviews or expert commentary

COMPETITIVE ADVANTAGES: Original concept with no direct competition, Founder’s extensive journalism and research experience, Unique focus on Federal Reserve news aggregation

BRAND PERSONALITY: Professional, trustworthy, informative, and approachable; emphasizes journalistic integrity and clarity, aiming to make complex economic topics accessible to a broad audience.

UPLOADED CONTENT:
--- Content from in_combos_-_in-22247.pdf ---
IN Combos - IN-22247
Company name:
Network Solutions Professional Services
Request owner:
Aiza B
Client name(s):
Peter Barnes (aiza.balderama7778@newfold.com)
Request due:
12/12/2025
Exported on:
12/11/2025
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1.0 Instructions
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2.0 Pro Website - Business Overview
This Interview needs to be completed on the initial call.  DO NOT send a link to
the customer. 
Hi (CUSTOMER NAME) , again, my name is (YOUR NAME), and I will be working with you.
How are you doing today?
First, thank you for choosing (BRAND). Today, our goal is to collect information about your
business to gain a thorough understanding of your operations and effectively represent you
online. 
Please feel free to ask me any questions you have as we gather your business information.
When a first-time website visitor sees your site, you want them to quickly understand what
you offer and see enticing details about the business. 
2.1 Overview
What business name do you want to display on your website? 
(approved)
  The capitalization and/or special characters is also 
important).   Example:  Barney's
Burgers & Barbecue
FED HEADS LLC
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.
I am retired, but my day job now is running a small publishing company called VSP books.
i spent about forty years in the news and journalism business, and over that time i
developed a wide range of writing, editing, and research skills. recently, I've been looking
for an opportunity to use those skills in a new and meaningful project, which led me to
create a website focused on the federal reserve. through this site, i hope to apply my
background in journalism to present clear, accurate, and accessible information, while also
exploring topics that continue to interest me even after leaving the newsroom.
What are the top three services or products you'd like featured? 
(approved)
Example:  Casual Dining, Catering, Dine-in, Take Out, Outdoor Seating etc.
Don't forget to include any unique selling points!
the website will primarily feature links to news articles about the federal reserve. it is not
intended to promote products or services, and we do not offer any specific services.
instead, the goal is simply to provide readers with reliable information and curated content
related to federal reserve news and developments.
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.
there is no competition for this project, as it is completely new. the idea and approach are
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original, and there are no existing websites doing exactly what we plan to offer. this gives
us the opportunity to build something unique from the ground up, without needing to
compare or position it against other platforms.
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.
the audience for this website includes people who follow news about the federal reserve,
essentially members of the general population who have an interest in economic policy,
financial news, or government institutions. while it is open to anyone, it still falls into a
niche category, attracting readers who actively seek out clear and reliable updates about
the federal reserve’s actions and their impact.
Where do the customers you’re targeting live? 
(approved)
the primary audience for the website will be readers in the United States, but it will also
attract people from countries around the world who are interested in the federal reserve
and global economic trends.
How do you want your customers to contact you? 
(approved)
We'll feature these options prominently on your website.
[ ]
Phone
[X]
Email
[ ]
Visit Us In Person
What is your email address? 
(approved)
peter@fedheads.com
What social media links do you want displayed on this website? 
(approved)
Links to these accounts will be added to your website to help you grow your audience and
increase your brand reach.
[ ]
Facebook
[ ]
Instagram
[ ]
Other
[X]
None
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Provide a slogan or tagline if you have one. 
(approved)
Example: One stop. All done.
We'll use this on your website to keep your message consistent.
The Latest News About The Federal Reserve System!
Special offers are a great way to entice someone to do business with you when
shown prominently on your Home Page. 
(approved)
Do you have any special offers? 
Example: Free consultation, Veterans save 25%, etc.
N/A
Do you have a Logo? Please have the customer upload the Logo via the account
manager. 
(approved)
If the customer can log into their account - follow these directions to upload via RAC
Request a Change (RAC) - Pro Serv Onboarding - Confluence (newfold.com)
If the customer is unable to log into their account manager, follow these steps:
 Account Access - Pro Serv Onboarding - Confluence (newfold.com)
Find the mods case and add to Pulse Notes. 
Please create a placeholder for the time-being.
2.2 The Look and Feel
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)
[ ]
Yes
[X]
No
What images would you like to be featured on your website? 
(approved)
If the customer can log into their account - follow these directions to upload via RAC
Request a Change (RAC) - Pro Serv Onboarding - Confluence (newfold.com)
If the customer is unable to log into their account manager follow these steps:
 Account Access - Pro Serv Onboarding - Confluence (newfold.com)
Find the mods case and add to Pulse Notes. 
Stock images of the Federal Reserve Building in Washington DC.
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Customer has images from an existing Website or Facebook or Instagram. 
(approved)
INTERNAL NOTE:
 If the client has photos that can be pulled from an existing website or
Facebook, please upload them here.
This upload field can be used for images that will be placed on the website, used in a
Gallery, or displayed in a Banner.
Be clear in your notes as to where these should be placed and what they are for Page,
Gallery, or Banner.
If the customer doesn't have any images that can be pulled from a website/Facebook -
mark as NA
No answer given
Did the customer purchase a Rotating Banner? 
(approved)
Do not ask the customer if they have purchased any Add-on Products.
  
Purchased
products should have 
been discussed during the handoff from the BC.  You can also check
the OP.
If the customer didn't purchase any Add-On Products, 
select NO 
and move to the next
section if applicable.         
INTERNAL NOTE:
  To gather images or documents, please have the customer log into their
account an upload via Account Manager.  Get the MODS case and add it to Pulse Notes.
Review images for quality. 
Review any documentation for clarification/contradicting info.
THIS NEEDS TO BE COMPLETED WITH THE CUSTOMER ON THE LINE.
[X]
Yes
[ ]
No
Please have the customer upload 3 to 5 images via the account manager. 
(approved)
If the customer can log into their account - follow these directions to upload via RAC
Request a Change (RAC) - Pro Serv Onboarding - Confluence (newfold.com) 
If the customer is unable to log into their account manager follow these steps:
 Account Access - Pro Serv Onboarding - Confluence (newfold.com)
Find the mods case and add to Pulse Notes. 
What page should this be included on?       
Just on the Homepage and also use stock images.
Did the customer purchase a 2nd Rotating Banner? 
(approved)
[ ]
Yes
[X]
No
Did the customer purchase a Gallery? 
(approved)
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Do not ask the customer if they have purchased any Add-on Products.
  
Purchased
products should have 
been discussed during the handoff from the BC.  You can also check
the OP.
If the customer didn't purchase any Add-On Products, 
select NO 
and move to the next
section if applicable.         
INTERNAL NOTE:
  To gather images or documents, please have the customer log into their
account an upload via Account Manager.  Get the MODS case and add it to Pulse Notes.
Review images for quality. 
Review any documentation for clarification/contradicting info.
THIS NEEDS TO BE COMPLETED WITH THE CUSTOMER ON THE LINE.
[X]
Yes
[ ]
No
Please have the customer upload up to 30 images via the account manager.
(approved)
If the customer can log into their account - follow these directions to upload via RAC
Request a Change (RAC) - Pro Serv Onboarding - Confluence (newfold.com) 
If the customer is unable to log into their account manager, follow these steps:
 Account Access - Pro Serv Onboarding - Confluence (newfold.com)
Find the mods case and add to Pulse Notes. 
What page should this be included on?     
Please use stock images
Did the customer purchase a 2nd Gallery? 
(approved)
[ ]
Yes
[X]
No
WordPress Feature Integration 
(approved)
Do not ask the customer if they have purchased any Add-on Products.
  
Purchased
products should have 
been discussed during the handoff from the BC.  You can also check
the OP.    
 If the customer didn't purchase any FI, 
select NO 
and move to the next section if
applicable.    
INTERNAL NOTE:
  To gather images or documents, please have the customer log into their
account an upload via Account Manager.  Get the MODS case and add it to Pulse Notes.
Review images for quality. 
Review any documentation for clarification/contradicting info.
THIS NEEDS TO BE COMPLETED WITH THE CUSTOMER ON THE LINE.
     
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[X]
Yes
[ ]
No
What feature integrations did the customer purchase? 
(approved)
Check all that apply
[X]
Custom Contact Form
[ ]
Bulk Gallery
[ ]
Paid Content/Members Login
[X]
Appointment Records
[ ]
Event Calendar
Custom Contact Form 
(approved)
The Custom Form add-on can list up to 15 form fields. We recommend keeping it under 10
so customers are not deterred from filling it out.
We need the following information to add 
the form to the website:
Form Name
 
Field Values
 
Email address to receive form submissions
 
   
You can also allow visitors to upload a file to the Contact form, which will attach
to the email you receive. 
Do you need to allow a file to be attached?
    
What page should this be included on?  
    
Contact Form
First Name:
Last Name:
Phone Number:
Email Address:
Additional Notes:
Submit Button:
Email address to receive form submissions: peter@fedheads.com
Attached File, Upload here:
Note: Customer is open to enhance this Contact Form.
Appointment Requests 
(approved)
 The Online Bookings feature allows you to create an online calendar with service hours,
service providers and your customers can select times on the calendar to set up an
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appointment. 
What services can be booked?
What days and times is each service available? 
   
Are there any times that services aren't available within your business hours?
(For example, a massage therapist that only works Tuesday)  
  
 Should this be added it's  own page or on 
a specific page 
Request An Appointment
Please fill out the form below to request an appointment. 
Name:
Phone Number:
Email Address:
Preferred Date:
Preferred Time:
Service Needed:
Additional Request:
Once you submit your request, our team will review the information and contact you to
confirm your appointment or ask for any needed details. We aim to make scheduling
simple.
Note: Our team can also enhance this form.
Did the customer purchase any duplicate Feature Integrations (FI)? 
(approved)
 Use the information from the field above to ask the necessary questions
[ ]
Yes
[X]
No
2.3 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
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 Home Page using the information provided in the
business overview section. Is there anything else you want us to include on the Home
Page?     
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Home
federal reserve insights were created as a fresh and focused resource for anyone
interested in understanding the federal reserve and its impact on the economy. after
retiring from a forty year career in news and journalism, i continue to run a small
publishing company called vsp books. throughout my years in the industry, i developed
strong skills in writing, editing, and research skills that i now bring into this new project.
this website is designed to offer clear, accurate, and accessible information about the
federal reserve. rather than providing products or services, the purpose of this platform is
to curate reliable news, highlight important updates, and share informative content that
helps readers stay informed. it is intended for people who follow federal reserve news,
economic policy, or financial developments, whether they are in the united states or
anywhere around the world.
Note: Please put an image here anything related to Federal Reserve
Product / Service Page 1 
(approved)
What Service / Product would you like to showcase? 
Don't forget to include any unique selling points!    
About Us 
Who We Are?
The Federal Reserve System is the central bank of the United States. It performs five
general functions to promote the effective operation of the U.S. economy and, more
generally, the public interest. 
conducts the nation’s monetary policy to promote maximum employment, stable prices,
and moderate long-term interest rates in the U.S. economy.
promotes the stability of the financial system and seeks to minimize and contain systemic
risks through active monitoring and engagement in the U.S. and abroad.
promotes the safety and soundness of individual financial institutions and monitors their
impact on the financial system as a whole.
fosters payment and settlement system safety and efficiency through services to the
banking industry and the U.S. government that facilitate U.S.-dollar transactions and
payments.
promotes consumer protection and community development through consumer-focused
supervision and examination, research and analysis of emerging consumer issues and
trends, community economic development activities, and the administration of consumer
laws and regulations.
 
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Note: Please put an image here anything related to Federal Reserve
Product / Service Page 2 
(approved)
What Service / Product would you like to showcase? 
 Don't forget to include any unique selling points!       
News & Events (Gallery here)
Product / Service Page 3 
(approved)
  What Service / Product would you like to showcase?     
Articles   (Contact Form and Request an Appointment)
- Latest Events -
Federal Reserve Board announces reappointment of Reserve Bank presidents and first vice
presidents, click here for the link of this article >>
https://www.federalreserve.gov/newsevents/pressreleases/other20251211a.htm
Federal Reserve Board announces termination of enforcement actions with Credit Suisse
Group AG, Credit Suisse AG, Credit Suisse Holdings (USA), Inc., Credit Suisse AG, New York
Branch, and JPMorgan Chase & Co., click here for the link of this article >>
https://www.federalreserve.gov/newsevents/pressreleases/enforcement20251211a.htm
Federal Reserve Board and Federal Open Market Committee release economic projections
from the December 9-10 FOMC meeting, click here for the link of this article >>
https://www.federalreserve.gov/newsevents/pressreleases/monetary20251210b.htm
Federal Reserve issues FOMC statement, click here for the link of this article >>
https://www.federalreserve.gov/newsevents/pressreleases/monetary20251210a.htm
Federal Reserve Board issues enforcement action with former employee of Synovus Bank,
click here for the link of this article >>
https://www.federalreserve.gov/newsevents/pressreleases/enforcement20251205a.htm
Federal Reserve Board requests public input on the impact of potential strategic changes
to check services provided by the Fed, as well as check usage and preferences, click here
for the link of this article >>
https://www.federalreserve.gov/newsevents/pressreleases/other20251204b.htm
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Federal Reserve Board issues enforcement action with former employee of First Financial
Bank, click here for the link of this article >>
https://www.federalreserve.gov/newsevents/pressreleases/enforcement20251203a.htm
Federal Reserve Board announces approval of application by Steel Newco, Inc, click here
>> https://www.federalreserve.gov/newsevents/pressreleases/orders20251125a.htm
Did the customer 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" 
For information on AS IS vs Update
AS-IS vs. Update - Pro Serv Onboarding - Confluence (newfold.com)
Customer allows our copy team to rewrite the content or enhance and he is open to any
suggestions since he is just building his site for the first time
Please upload any additional content or documents via account manager. 
(approved)
If the customer can log into their account - follow these directions to upload via RAC
Request a Change (RAC) - Pro Serv Onboarding - Confluence (newfold.com) 
If the customer is unable to log into their account manager, follow these steps:
 Account Access - Pro Serv Onboarding - Confluence (newfold.com)
Find the mods case and add to Pulse Notes. 
N/A
2.4 eCommerce
Do not ask the customer if they have purchased e-commerce.  Customer products should
have been discussed during the handoff from the BC.  If the customer didn't purchase
eCommerce, 
select NO 
and move to the next section if applicable  
Did the customer purchase eCommerce? 
(approved)
[X]
Yes
[ ]
No
Let’s take a moment to gather information about your Store. 
(approved)
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What email address do you want to use for your store?    
peter@fedheads.com
What address would you like associated to your store? 
(approved)
No answer given
Customer has images from an existing Website or Facebook 
(approved)
INTERNAL NOTE:
 If the client has photos that can be pulled from an existing website or
Facebook, please upload them here.
This upload field can be used for images placed on the website, used in a Gallery, or
displayed in a Banner.
Be clear in your notes as to where these should be placed and what they are for: Page,
Gallery, or Banner
If the customer doesn't have any images that can be pulled from a website/Facebook -
mark as NA
N/A
Product 1 
(approved)
  Please double-click the answer field to insert your product information.    
Product Information
Answers
Product Name
Product Price
Product Description
Tax Rate
Options
Variants
File has been exported to: 
pro_website_business_overview/product_1.csv
Format: CSV
Please have the customer upload Product images via the account manager.
(approved)
The limit for product images is 3 to 5
If the customer can log into their account - follow these directions to upload via RAC
Request a Change (RAC) - Pro Serv Onboarding - Confluence (newfold.com) 
If the customer is unable to log into their account manager, follow these steps:
 Account Access - Pro Serv Onboarding - Confluence (newfold.com)
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Find the mods case and add to Pulse Notes. 
No answer given
Do you have a second Product you would like to add? 
(approved)
[ ]
Yes
[X]
No
Did the customer purchase Pro Biz or Pro SEO? 
(approved)
[X]
Yes
[ ]
No
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3.0 Pro SEO Services
Do not ask the customer if they have purchased Pro SEO Products.
  
Purchased
products should have 
been discussed during the handoff from the BC.  If the customer
didn't purchase any SEO Products, 
select NO 
and move to the next section if applicable.   
 
3.1 SEO
Did the customer purchase any PRO SEO Produts? 
(approved)
[X]
Yes
[ ]
No
What SEO Products did the customer purchase? 
(approved)
List all SEO services purchased.
Please note all fields below are required. 
Pro On Page SEO
Pro SEO Action Plan
Pro SEO Assist Subscription
Pro SEO Backlinks Subscription
Pro Off Page SEO Subscription
Pro On Page SEO Subscription
Pro SEO Support Plus Subscription
Pro SEO Assist Subscription
Log in Credentials 
(approved)
 We only need to gather  
Google Analytics Account & Google Search
Console
 credentials if the customer purchases one of these SEO Products
OnPage
OnPage Subscription
SEO Assist
Backlinks
Please gather login credentials and add them to Manage Product Data in Pega
Do not 
place logins in the field below 
Note: Logins 
found in the manage product data section 
This is In-House, entered CID of the customer to the Manage Product Data in Pega.
What is your Business Name? 
(approved)
  The capitalization and/or special characters is also 
important).  Example:  Barney's
Burgers & Barbecue    
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FED HEADS LLC
What is your Business Address? 
(approved)
239 WASHINGTON ST UNIT 13 Unit 13 Norwell, MA 
02061-1768 US
What are your Hours of Operation? 
(approved)
  Please add NA for any days you are closed, including Saturday or Sunday.    
24/7, 7 days a week
What is the Industry Vertical for the customers business? 
(approved)
 Internal Note: This is not a question you ask the customer. 
 Example 
verticals: restaurant, roofing contractor, pediatric dentist, foreign auto 
repair    
Federal Government / Articles
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.    
the website will primarily feature links to news articles about the federal reserve. it is not
intended to promote products or services, and we do not offer any specific services.
instead, the goal is simply to provide readers with reliable information and curated content
related to federal reserve news and developments.
Our team will use SEO Tools to research how people search for these
products/services in Google and Bing. 
(approved)
  Please share any phrases you or your customers use to find you in search engines.    
Federal Reserve, Fed District Banks, Monetary Policy, US Monetary Policy.
Note: Our team can enhance this. Customer will also add more keywords or phrases after
the initial draft.
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    
N/A
Tell us where your Customers live and the primary location (City, State) you'd
like us to target in your SEO campaign. 
(approved)
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SEO is a long-term strategy, and we can expand 
beyond this area as we see improved
performance.          
the primary audience for the website will be readers in the United States, but it will also
attract people from countries around the world.
Who is your target audience or ideal customer? 
(approved)
  Example: 30-something 
single men, suburban moms, families, etc.    
the audience for this website includes people who follow news about the federal reserve,
essentially members of the general population who have an interest in economic policy,
financial news, or government institutions. while it is open to anyone, it still falls into a
niche category, attracting readers who actively seek out clear and reliable updates about
the federal reserve’s actions and their impact.
3.2 Competitor Analysis
  Please tell us about your competitors' websites and what 
aspects of their business and
online presence you admire (top three).       
Top Three Competitors 
(approved)
there are none, which is why i am creating my first one.
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    
there is no competition for this project, as it is completely new. the idea and approach are
original, and there are no existing websites doing exactly what we plan to offer. this gives
us the opportunity to build something unique from the ground up, without needing to
compare or position it against other platforms.
3.3 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
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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)
  Please select one of the options.    
[X]
Yes, please apply these changes directly to my website.
[ ]
No, please send me the changes and I’ll implement them.
[ ]
Not Applicable – I don’t have an SEO service with SEO website edits.
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4.0 Pro Business Directory
Do not ask the customer if they have purchased Pro BIz
.    Purchased products
should have been discussed during the handoff from the BC.  If the customer didn't
purchase Pro Biz, select NO and move to the next section if applicable.    
4.1 Details
Did the customer purchase Pro Biz? 
(approved)
[ ]
Yes
[X]
No
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5.0 Closing
This closing is to be used if they purchased Pro Website + Pro Biz and/or Pro
SEO.
Once your website is complete, you'll receive an email with a link to your website so you
can review it before I call you to complete the Welcome Call.
The Welcome Call is critical; it allows us to get your feedback, answer any questions you
may have, and give you the necessary records to make your site live.
By completing the Welcome Call, it ensures that your service truly reflects your business.    
IF THEY PURCHASED PRO BIZ:
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.
IF THEY PURCHASE SEO PRODUCTS:
Additionally, our team will begin work on your SEO updates shortly. You should already
have received an email outlining the expected timeframe(s) for the completion of 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 make sure our customers are proud of their service, and we are
going to work with you every step of the way.
For your convenience, if you require assistance with any of your services, including any DIY
services you may have, call us at 
888-642-0197 .
Pro Serv IVRs By Brand
NetSol: 888-642-0197    
We appreciate you choosing Web.com! Are there any other questions I can answer for you,
or is there anything else you'd like to make sure our experts are aware of that you haven't
already shared with me today? (Pause, answer any questions, and capture additional
information as needed).    
There may be a brief survey when I disconnect. I'd appreciate any feedback you have
today.
Again, CUSTOMER NAME, thank you for your time and have a great rest of your day.   
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6.0 Final Notes
Add anything you feel is needed to complete the Initial Build. Your notes need to be clear
and concise.
6.1 Add Final Notes Here.
Please be clear and concise. 
(approved)
EFGHI
 
GJKLM
:
NOPQRSPP
 
RTUS
 should display as 
ESV
 
WSTVP
 
IIX
.
IYZY
 – Placeholder
FUTZSP
 – Stock images
[Y\T\QRZ
 
NTRRS]
 – Place on the homepage and use stock images as well.
^T__S]`
 – Integrate and use stock images related to the Federal Reserve System.
IYYa
 
TRV
 
ESS_
 / 
IT`YO\
 – The customer is open to suggestions but prefers a website
that is simple and easy to navigate.
MQ\SUTb
 
b]YcQVSV
 
d`
 
\eS
 
fOP\YUS]
:
1. Home
2. About Us
3. News & Events (Gallery here)
4. Articles (Include Contact Form and Request an Appointment)
5. Online Store (Hide for now; products are not yet ready)
6. Contact Us
[SgS]SRfS
 
MQ\S
:
https://www.scotusblog.com/
https://www.federalreserve.gov/
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LOWER PRIORITY ADDITIONAL CONTEXT (use only when not conflicting with Final Notes):

Business Name: OP-84337
Business Type: Online Publishing and News Aggregation (Federal Reserve/Economic Policy)
Location: United States (primary), global audience
--- Content from in_combos_-_in-22247.pdf ---
IN Combos - IN-22247
Company name:
Network Solutions Professional Services
Request owner:
Aiza B
Client name(s):
Peter Barnes (aiza.balderama7778@newfold.com)
Request due:
12/12/2025
Exported on:
12/11/2025
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1.0 Instructions
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2.0 Pro Website - Business Overview
This Interview needs to be completed on the initial call.  DO NOT send a link to
the customer. 
Hi (CUSTOMER NAME) , again, my name is (YOUR NAME), and I will be working with you.
How are you doing today?
First, thank you for choosing (BRAND). Today, our goal is to collect information about your
business to gain a thorough understanding of your operations and effectively represent you
online. 
Please feel free to ask me any questions you have as we gather your business information.
When a first-time website visitor sees your site, you want them to quickly understand what
you offer and see enticing details about the business. 
2.1 Overview
What business name do you want to display on your website? 
(approved)
  The capitalization and/or special characters is also 
important).   Example:  Barney's
Burgers & Barbecue
FED HEADS LLC
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.
I am retired, but my day job now is running a small publishing company called VSP books.
i spent about forty years in the news and journalism business, and over that time i
developed a wide range of writing, editing, and research skills. recently, I've been looking
for an opportunity to use those skills in a new and meaningful project, which led me to
create a website focused on the federal reserve. through this site, i hope to apply my
background in journalism to present clear, accurate, and accessible information, while also
exploring topics that continue to interest me even after leaving the newsroom.
What are the top three services or products you'd like featured? 
(approved)
Example:  Casual Dining, Catering, Dine-in, Take Out, Outdoor Seating etc.
Don't forget to include any unique selling points!
the website will primarily feature links to news articles about the federal reserve. it is not
intended to promote products or services, and we do not offer any specific services.
instead, the goal is simply to provide readers with reliable information and curated content
related to federal reserve news and developments.
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.
there is no competition for this project, as it is completely new. the idea and approach are
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original, and there are no existing websites doing exactly what we plan to offer. this gives
us the opportunity to build something unique from the ground up, without needing to
compare or position it against other platforms.
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.
the audience for this website includes people who follow news about the federal reserve,
essentially members of the general population who have an interest in economic policy,
financial news, or government institutions. while it is open to anyone, it still falls into a
niche category, attracting readers who actively seek out clear and reliable updates about
the federal reserve’s actions and their impact.
Where do the customers you’re targeting live? 
(approved)
the primary audience for the website will be readers in the United States, but it will also
attract people from countries around the world who are interested in the federal reserve
and global economic trends.
How do you want your customers to contact you? 
(approved)
We'll feature these options prominently on your website.
[ ]
Phone
[X]
Email
[ ]
Visit Us In Person
What is your email address? 
(approved)
peter@fedheads.com
What social media links do you want displayed on this website? 
(approved)
Links to these accounts will be added to your website to help you grow your audience and
increase your brand reach.
[ ]
Facebook
[ ]
Instagram
[ ]
Other
[X]
None
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Provide a slogan or tagline if you have one. 
(approved)
Example: One stop. All done.
We'll use this on your website to keep your message consistent.
The Latest News About The Federal Reserve System!
Special offers are a great way to entice someone to do business with you when
shown prominently on your Home Page. 
(approved)
Do you have any special offers? 
Example: Free consultation, Veterans save 25%, etc.
N/A
Do you have a Logo? Please have the customer upload the Logo via the account
manager. 
(approved)
If the customer can log into their account - follow these directions to upload via RAC
Request a Change (RAC) - Pro Serv Onboarding - Confluence (newfold.com)
If the customer is unable to log into their account manager, follow these steps:
 Account Access - Pro Serv Onboarding - Confluence (newfold.com)
Find the mods case and add to Pulse Notes. 
Please create a placeholder for the time-being.
2.2 The Look and Feel
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)
[ ]
Yes
[X]
No
What images would you like to be featured on your website? 
(approved)
If the customer can log into their account - follow these directions to upload via RAC
Request a Change (RAC) - Pro Serv Onboarding - Confluence (newfold.com)
If the customer is unable to log into their account manager follow these steps:
 Account Access - Pro Serv Onboarding - Confluence (newfold.com)
Find the mods case and add to Pulse Notes. 
Stock images of the Federal Reserve Building in Washington DC.
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Customer has images from an existing Website or Facebook or Instagram. 
(approved)
INTERNAL NOTE:
 If the client has photos that can be pulled from an existing website or
Facebook, please upload them here.
This upload field can be used for images that will be placed on the website, used in a
Gallery, or displayed in a Banner.
Be clear in your notes as to where these should be placed and what they are for Page,
Gallery, or Banner.
If the customer doesn't have any images that can be pulled from a website/Facebook -
mark as NA
No answer given
Did the customer purchase a Rotating Banner? 
(approved)
Do not ask the customer if they have purchased any Add-on Products.
  
Purchased
products should have 
been discussed during the handoff from the BC.  You can also check
the OP.
If the customer didn't purchase any Add-On Products, 
select NO 
and move to the next
section if applicable.         
INTERNAL NOTE:
  To gather images or documents, please have the customer log into their
account an upload via Account Manager.  Get the MODS case and add it to Pulse Notes.
Review images for quality. 
Review any documentation for clarification/contradicting info.
THIS NEEDS TO BE COMPLETED WITH THE CUSTOMER ON THE LINE.
[X]
Yes
[ ]
No
Please have the customer upload 3 to 5 images via the account manager. 
(approved)
If the customer can log into their account - follow these directions to upload via RAC
Request a Change (RAC) - Pro Serv Onboarding - Confluence (newfold.com) 
If the customer is unable to log into their account manager follow these steps:
 Account Access - Pro Serv Onboarding - Confluence (newfold.com)
Find the mods case and add to Pulse Notes. 
What page should this be included on?       
Just on the Homepage and also use stock images.
Did the customer purchase a 2nd Rotating Banner? 
(approved)
[ ]
Yes
[X]
No
Did the customer purchase a Gallery? 
(approved)
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Do not ask the customer if they have purchased any Add-on Products.
  
Purchased
products should have 
been discussed during the handoff from the BC.  You can also check
the OP.
If the customer didn't purchase any Add-On Products, 
select NO 
and move to the next
section if applicable.         
INTERNAL NOTE:
  To gather images or documents, please have the customer log into their
account an upload via Account Manager.  Get the MODS case and add it to Pulse Notes.
Review images for quality. 
Review any documentation for clarification/contradicting info.
THIS NEEDS TO BE COMPLETED WITH THE CUSTOMER ON THE LINE.
[X]
Yes
[ ]
No
Please have the customer upload up to 30 images via the account manager.
(approved)
If the customer can log into their account - follow these directions to upload via RAC
Request a Change (RAC) - Pro Serv Onboarding - Confluence (newfold.com) 
If the customer is unable to log into their account manager, follow these steps:
 Account Access - Pro Serv Onboarding - Confluence (newfold.com)
Find the mods case and add to Pulse Notes. 
What page should this be included on?     
Please use stock images
Did the customer purchase a 2nd Gallery? 
(approved)
[ ]
Yes
[X]
No
WordPress Feature Integration 
(approved)
Do not ask the customer if they have purchased any Add-on Products.
  
Purchased
products should have 
been discussed during the handoff from the BC.  You can also check
the OP.    
 If the customer didn't purchase any FI, 
select NO 
and move to the next section if
applicable.    
INTERNAL NOTE:
  To gather images or documents, please have the customer log into their
account an upload via Account Manager.  Get the MODS case and add it to Pulse Notes.
Review images for quality. 
Review any documentation for clarification/contradicting info.
THIS NEEDS TO BE COMPLETED WITH THE CUSTOMER ON THE LINE.
     
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[X]
Yes
[ ]
No
What feature integrations did the customer purchase? 
(approved)
Check all that apply
[X]
Custom Contact Form
[ ]
Bulk Gallery
[ ]
Paid Content/Members Login
[X]
Appointment Records
[ ]
Event Calendar
Custom Contact Form 
(approved)
The Custom Form add-on can list up to 15 form fields. We recommend keeping it under 10
so customers are not deterred from filling it out.
We need the following information to add 
the form to the website:
Form Name
 
Field Values
 
Email address to receive form submissions
 
   
You can also allow visitors to upload a file to the Contact form, which will attach
to the email you receive. 
Do you need to allow a file to be attached?
    
What page should this be included on?  
    
Contact Form
First Name:
Last Name:
Phone Number:
Email Address:
Additional Notes:
Submit Button:
Email address to receive form submissions: peter@fedheads.com
Attached File, Upload here:
Note: Customer is open to enhance this Contact Form.
Appointment Requests 
(approved)
 The Online Bookings feature allows you to create an online calendar with service hours,
service providers and your customers can select times on the calendar to set up an
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appointment. 
What services can be booked?
What days and times is each service available? 
   
Are there any times that services aren't available within your business hours?
(For example, a massage therapist that only works Tuesday)  
  
 Should this be added it's  own page or on 
a specific page 
Request An Appointment
Please fill out the form below to request an appointment. 
Name:
Phone Number:
Email Address:
Preferred Date:
Preferred Time:
Service Needed:
Additional Request:
Once you submit your request, our team will review the information and contact you to
confirm your appointment or ask for any needed details. We aim to make scheduling
simple.
Note: Our team can also enhance this form.
Did the customer purchase any duplicate Feature Integrations (FI)? 
(approved)
 Use the information from the field above to ask the necessary questions
[ ]
Yes
[X]
No
2.3 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
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 Home Page using the information provided in the
business overview section. Is there anything else you want us to include on the Home
Page?     
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Home
federal reserve insights were created as a fresh and focused resource for anyone
interested in understanding the federal reserve and its impact on the economy. after
retiring from a forty year career in news and journalism, i continue to run a small
publishing company called vsp books. throughout my years in the industry, i developed
strong skills in writing, editing, and research skills that i now bring into this new project.
this website is designed to offer clear, accurate, and accessible information about the
federal reserve. rather than providing products or services, the purpose of this platform is
to curate reliable news, highlight important updates, and share informative content that
helps readers stay informed. it is intended for people who follow federal reserve news,
economic policy, or financial developments, whether they are in the united states or
anywhere around the world.
Note: Please put an image here anything related to Federal Reserve
Product / Service Page 1 
(approved)
What Service / Product would you like to showcase? 
Don't forget to include any unique selling points!    
About Us 
Who We Are?
The Federal Reserve System is the central bank of the United States. It performs five
general functions to promote the effective operation of the U.S. economy and, more
generally, the public interest. 
conducts the nation’s monetary policy to promote maximum employment, stable prices,
and moderate long-term interest rates in the U.S. economy.
promotes the stability of the financial system and seeks to minimize and contain systemic
risks through active monitoring and engagement in the U.S. and abroad.
promotes the safety and soundness of individual financial institutions and monitors their
impact on the financial system as a whole.
fosters payment and settlement system safety and efficiency through services to the
banking industry and the U.S. government that facilitate U.S.-dollar transactions and
payments.
promotes consumer protection and community development through consumer-focused
supervision and examination, research and analysis of emerging consumer issues and
trends, community economic development activities, and the administration of consumer
laws and regulations.
 
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Note: Please put an image here anything related to Federal Reserve
Product / Service Page 2 
(approved)
What Service / Product would you like to showcase? 
 Don't forget to include any unique selling points!       
News & Events (Gallery here)
Product / Service Page 3 
(approved)
  What Service / Product would you like to showcase?     
Articles   (Contact Form and Request an Appointment)
- Latest Events -
Federal Reserve Board announces reappointment of Reserve Bank presidents and first vice
presidents, click here for the link of this article >>
https://www.federalreserve.gov/newsevents/pressreleases/other20251211a.htm
Federal Reserve Board announces termination of enforcement actions with Credit Suisse
Group AG, Credit Suisse AG, Credit Suisse Holdings (USA), Inc., Credit Suisse AG, New York
Branch, and JPMorgan Chase & Co., click here for the link of this article >>
https://www.federalreserve.gov/newsevents/pressreleases/enforcement20251211a.htm
Federal Reserve Board and Federal Open Market Committee release economic projections
from the December 9-10 FOMC meeting, click here for the link of this article >>
https://www.federalreserve.gov/newsevents/pressreleases/monetary20251210b.htm
Federal Reserve issues FOMC statement, click here for the link of this article >>
https://www.federalreserve.gov/newsevents/pressreleases/monetary20251210a.htm
Federal Reserve Board issues enforcement action with former employee of Synovus Bank,
click here for the link of this article >>
https://www.federalreserve.gov/newsevents/pressreleases/enforcement20251205a.htm
Federal Reserve Board requests public input on the impact of potential strategic changes
to check services provided by the Fed, as well as check usage and preferences, click here
for the link of this article >>
https://www.federalreserve.gov/newsevents/pressreleases/other20251204b.htm
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Federal Reserve Board issues enforcement action with former employee of First Financial
Bank, click here for the link of this article >>
https://www.federalreserve.gov/newsevents/pressreleases/enforcement20251203a.htm
Federal Reserve Board announces approval of application by Steel Newco, Inc, click here
>> https://www.federalreserve.gov/newsevents/pressreleases/orders20251125a.htm
Did the customer 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" 
For information on AS IS vs Update
AS-IS vs. Update - Pro Serv Onboarding - Confluence (newfold.com)
Customer allows our copy team to rewrite the content or enhance and he is open to any
suggestions since he is just building his site for the first time
Please upload any additional content or documents via account manager. 
(approved)
If the customer can log into their account - follow these directions to upload via RAC
Request a Change (RAC) - Pro Serv Onboarding - Confluence (newfold.com) 
If the customer is unable to log into their account manager, follow these steps:
 Account Access - Pro Serv Onboarding - Confluence (newfold.com)
Find the mods case and add to Pulse Notes. 
N/A
2.4 eCommerce
Do not ask the customer if they have purchased e-commerce.  Customer products should
have been discussed during the handoff from the BC.  If the customer didn't purchase
eCommerce, 
select NO 
and move to the next section if applicable  
Did the customer purchase eCommerce? 
(approved)
[X]
Yes
[ ]
No
Let’s take a moment to gather information about your Store. 
(approved)
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What email address do you want to use for your store?    
peter@fedheads.com
What address would you like associated to your store? 
(approved)
No answer given
Customer has images from an existing Website or Facebook 
(approved)
INTERNAL NOTE:
 If the client has photos that can be pulled from an existing website or
Facebook, please upload them here.
This upload field can be used for images placed on the website, used in a Gallery, or
displayed in a Banner.
Be clear in your notes as to where these should be placed and what they are for: Page,
Gallery, or Banner
If the customer doesn't have any images that can be pulled from a website/Facebook -
mark as NA
N/A
Product 1 
(approved)
  Please double-click the answer field to insert your product information.    
Product Information
Answers
Product Name
Product Price
Product Description
Tax Rate
Options
Variants
File has been exported to: 
pro_website_business_overview/product_1.csv
Format: CSV
Please have the customer upload Product images via the account manager.
(approved)
The limit for product images is 3 to 5
If the customer can log into their account - follow these directions to upload via RAC
Request a Change (RAC) - Pro Serv Onboarding - Confluence (newfold.com) 
If the customer is unable to log into their account manager, follow these steps:
 Account Access - Pro Serv Onboarding - Confluence (newfold.com)
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Find the mods case and add to Pulse Notes. 
No answer given
Do you have a second Product you would like to add? 
(approved)
[ ]
Yes
[X]
No
Did the customer purchase Pro Biz or Pro SEO? 
(approved)
[X]
Yes
[ ]
No
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3.0 Pro SEO Services
Do not ask the customer if they have purchased Pro SEO Products.
  
Purchased
products should have 
been discussed during the handoff from the BC.  If the customer
didn't purchase any SEO Products, 
select NO 
and move to the next section if applicable.   
 
3.1 SEO
Did the customer purchase any PRO SEO Produts? 
(approved)
[X]
Yes
[ ]
No
What SEO Products did the customer purchase? 
(approved)
List all SEO services purchased.
Please note all fields below are required. 
Pro On Page SEO
Pro SEO Action Plan
Pro SEO Assist Subscription
Pro SEO Backlinks Subscription
Pro Off Page SEO Subscription
Pro On Page SEO Subscription
Pro SEO Support Plus Subscription
Pro SEO Assist Subscription
Log in Credentials 
(approved)
 We only need to gather  
Google Analytics Account & Google Search
Console
 credentials if the customer purchases one of these SEO Products
OnPage
OnPage Subscription
SEO Assist
Backlinks
Please gather login credentials and add them to Manage Product Data in Pega
Do not 
place logins in the field below 
Note: Logins 
found in the manage product data section 
This is In-House, entered CID of the customer to the Manage Product Data in Pega.
What is your Business Name? 
(approved)
  The capitalization and/or special characters is also 
important).  Example:  Barney's
Burgers & Barbecue    
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FED HEADS LLC
What is your Business Address? 
(approved)
239 WASHINGTON ST UNIT 13 Unit 13 Norwell, MA 
02061-1768 US
What are your Hours of Operation? 
(approved)
  Please add NA for any days you are closed, including Saturday or Sunday.    
24/7, 7 days a week
What is the Industry Vertical for the customers business? 
(approved)
 Internal Note: This is not a question you ask the customer. 
 Example 
verticals: restaurant, roofing contractor, pediatric dentist, foreign auto 
repair    
Federal Government / Articles
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.    
the website will primarily feature links to news articles about the federal reserve. it is not
intended to promote products or services, and we do not offer any specific services.
instead, the goal is simply to provide readers with reliable information and curated content
related to federal reserve news and developments.
Our team will use SEO Tools to research how people search for these
products/services in Google and Bing. 
(approved)
  Please share any phrases you or your customers use to find you in search engines.    
Federal Reserve, Fed District Banks, Monetary Policy, US Monetary Policy.
Note: Our team can enhance this. Customer will also add more keywords or phrases after
the initial draft.
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    
N/A
Tell us where your Customers live and the primary location (City, State) you'd
like us to target in your SEO campaign. 
(approved)
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SEO is a long-term strategy, and we can expand 
beyond this area as we see improved
performance.          
the primary audience for the website will be readers in the United States, but it will also
attract people from countries around the world.
Who is your target audience or ideal customer? 
(approved)
  Example: 30-something 
single men, suburban moms, families, etc.    
the audience for this website includes people who follow news about the federal reserve,
essentially members of the general population who have an interest in economic policy,
financial news, or government institutions. while it is open to anyone, it still falls into a
niche category, attracting readers who actively seek out clear and reliable updates about
the federal reserve’s actions and their impact.
3.2 Competitor Analysis
  Please tell us about your competitors' websites and what 
aspects of their business and
online presence you admire (top three).       
Top Three Competitors 
(approved)
there are none, which is why i am creating my first one.
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    
there is no competition for this project, as it is completely new. the idea and approach are
original, and there are no existing websites doing exactly what we plan to offer. this gives
us the opportunity to build something unique from the ground up, without needing to
compare or position it against other platforms.
3.3 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
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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)
  Please select one of the options.    
[X]
Yes, please apply these changes directly to my website.
[ ]
No, please send me the changes and I’ll implement them.
[ ]
Not Applicable – I don’t have an SEO service with SEO website edits.
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4.0 Pro Business Directory
Do not ask the customer if they have purchased Pro BIz
.    Purchased products
should have been discussed during the handoff from the BC.  If the customer didn't
purchase Pro Biz, select NO and move to the next section if applicable.    
4.1 Details
Did the customer purchase Pro Biz? 
(approved)
[ ]
Yes
[X]
No
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5.0 Closing
This closing is to be used if they purchased Pro Website + Pro Biz and/or Pro
SEO.
Once your website is complete, you'll receive an email with a link to your website so you
can review it before I call you to complete the Welcome Call.
The Welcome Call is critical; it allows us to get your feedback, answer any questions you
may have, and give you the necessary records to make your site live.
By completing the Welcome Call, it ensures that your service truly reflects your business.    
IF THEY PURCHASED PRO BIZ:
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.
IF THEY PURCHASE SEO PRODUCTS:
Additionally, our team will begin work on your SEO updates shortly. You should already
have received an email outlining the expected timeframe(s) for the completion of 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 make sure our customers are proud of their service, and we are
going to work with you every step of the way.
For your convenience, if you require assistance with any of your services, including any DIY
services you may have, call us at 
888-642-0197 .
Pro Serv IVRs By Brand
NetSol: 888-642-0197    
We appreciate you choosing Web.com! Are there any other questions I can answer for you,
or is there anything else you'd like to make sure our experts are aware of that you haven't
already shared with me today? (Pause, answer any questions, and capture additional
information as needed).    
There may be a brief survey when I disconnect. I'd appreciate any feedback you have
today.
Again, CUSTOMER NAME, thank you for your time and have a great rest of your day.   
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6.0 Final Notes
Add anything you feel is needed to complete the Initial Build. Your notes need to be clear
and concise.
6.1 Add Final Notes Here.
Please be clear and concise. 
(approved)
EFGHI
 
GJKLM
:
NOPQRSPP
 
RTUS
 should display as 
ESV
 
WSTVP
 
IIX
.
IYZY
 – Placeholder
FUTZSP
 – Stock images
[Y\T\QRZ
 
NTRRS]
 – Place on the homepage and use stock images as well.
^T__S]`
 – Integrate and use stock images related to the Federal Reserve System.
IYYa
 
TRV
 
ESS_
 / 
IT`YO\
 – The customer is open to suggestions but prefers a website
that is simple and easy to navigate.
MQ\SUTb
 
b]YcQVSV
 
d`
 
\eS
 
fOP\YUS]
:
1. Home
2. About Us
3. News & Events (Gallery here)
4. Articles (Include Contact Form and Request an Appointment)
5. Online Store (Hide for now; products are not yet ready)
6. Contact Us
[SgS]SRfS
 
MQ\S
:
https://www.scotusblog.com/
https://www.federalreserve.gov/
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Uploaded Files Considered

Uploaded Content Preview

--- Content from in_combos_-_in-22247.pdf ---
IN Combos - IN-22247
Company name:
Network Solutions Professional Services
Request owner:
Aiza B
Client name(s):
Peter Barnes (aiza.balderama7778@newfold.com)
Request due:
12/12/2025
Exported on:
12/11/2025
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1.0 Instructions
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2.0 Pro Website - Business Overview
This Interview needs to be completed on the initial call.  DO NOT send a link to
the customer. 
Hi (CUSTOMER NAME) , again, my name is (YOUR NAME), and I will be working with you.
How are you doing today?
First, thank you for choosing (BRAND). Today, our goal is to collect information about your
business to gain a thorough understanding of your operations and effectively represent you
online. 
Please feel free to ask me any questions you have as we gather your business information.
When a first-time website visitor sees your site, you want them to quickly understand what
you offer and see enticing details about the business. 
2.1 Overview
What business name do you want to display on your website? 
(approved)
  The capitalization and/or special characters is also 
important).   Example:  Barney's
Burgers & Barbecue
FED HEADS LLC
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.
I am retired, but my day job now is running a small publishing company called VSP books.
i spent about forty years in the news and journalism business, and over that time i
developed a wide range of writing, editing, and research skills. recently, I've been looking
for an opportunity to use those skills in a new and meaningful project, which led me to
create a website focused on the federal reserve. through this site, i hope to apply my
background in journalism to present clear, accurate, and accessible information, while also
exploring topics that continue to interest me even after leaving the newsroom.
What are the top three services or products you'd like featured? 
(approved)
Example:  Casual Dining, Catering, Dine-in, Take Out, Outdoor Seating etc.
Don't forget to include any unique selling points!
the website will primarily feature links to news articles about the federal reserve. it is not
intended to promote products or services, and we do not offer any specific services.
instead, the goal