# Money-Wise Google Doc Update Backlog

Source: shared Google Doc, "The Checklist". Imported on 2026-07-09.

Security note: the source document contains live-looking credentials and passwords. They are intentionally not copied here. Rotate those credentials and move operational access details into a password manager.

## Source Tabs/Sections Found

- Check List
- RH Meeting - Website Updates
- Coaching write-up
- Speaker booking information

## Immediate Security/Operations

- Rotate hosting, WordPress/admin, database, and any other credentials exposed in the shared document.
- Remove credentials from the Google Doc or replace them with password-manager references.
- Confirm access for:
  - cPanel/hosting
  - Domain/legacy WordPress academy
  - Brand assets and brand manual
  - YouTube and official social profiles
  - WhatsApp automation number
  - Legal documents: Privacy Policy and Terms of Use

## MVP Priorities

- Resources
- Investable / Academy course content
- Ability to pay
- Financial Health Check
- User dashboard setup
- Campaign/event-specific pages or links

## Global Site Updates

- Ensure all "Money Score" / Financial Health Check CTAs across the site point to the current health check.
- Correct logo usage on all downloaded PDFs and generated content.
- Ensure contact details are consistent:
  - Primary WhatsApp/main office line
  - Main email address
  - Virtual office/location if provided
- Add or verify legal pages for Privacy Policy and Terms of Use.
- Add official YouTube and social media links.
- Keep Ramsey Solutions as UX/style inspiration, not as copied content.

## Start Here Navigation

- Rename dropdown option:
  - "You..." to "Individuals"
  - "Comp..." to "Corporates"
- Review the Start Here hover card/photo copy:
  - "Not sure where to start?"
  - "Get your Money Score / Health Check"
  - "Take the assessment"
- Use a different hover image for Corporates; current image duplicates the "You" section.

## Individuals / You Page

- Rename "For you & your family" to "You".
- Update copy:
  - "Salary income comes in, income disappears"
  - "No lectures. No shame. Just a clear picture of where you stand and a simple path to financial freedom, real savings, and your first investments."
- Remove or replace the current three-icon CTA section:
  - Plan your debt
  - Watch your money grow
  - Related icon blocks
- Move up or emphasize the dark-blue "keep this result" / dashboard CTA.
- Consider CTA name: "Create your financial dashboard".
- Dashboard profile options requested:
  - Individual
  - Family
  - Couple
  - Teen / young adult
  - Chama
- Results flow should include:
  - "Your results are ready"
  - "Show me my result"
  - "Skip, just show me my score"
- Health-check-result CTAs should recommend relevant tools/services:
  - Emergency fund tool
  - Debt tools
  - Pension advisor
  - Coach match/recommendation based on health check

## Financial Health Check / Assessment

- Guest flow:
  - User can complete the quiz first.
  - To get the score, collect name and email.
  - Collected emails should automatically join newsletter with unsubscribe disclaimer.
- Make the questionnaire event/campaign-specific and editable for different people/groups.
- Review and edit question copy/options listed in the meeting notes, especially:
  - Spending awareness question.
  - Weekend trip / unplanned spending question.
  - Emergency fund source question.
  - Total debt awareness question.
  - "Is your money making money while you sleep?"
  - "Guaranteed 30% per month" scam-risk question.
  - Saving vs investing question.
  - Values/faith/family alignment question.
- Assessment section structure issue:
  - Meeting notes say the "next section is debt" but the questions include savings/debt mismatch.
  - Create a clear debt section.
  - Rebalance savings versus debt questions.
- Money Map visual fixes:
  - Ensure all labels are visible, including "protecting tomorrow" and "safety net".
  - Show scores on the money map itself as percentages.
- Add or verify an emergency fund tool.
- Check debt payoff planner calculations; notes say backend calculations are inaccurate.

## Corporates Page

- Update "Three ways to bring Money-Wise..." offerings:
  - Investor education
  - Coaching
  - 1-on-1 or group coaching
- Discovery/booking CTA:
  - "Take a discovery check"
  - "Book 1-on-1 coaching"
  - Proposal template to be provided separately.
- Partnerships/contact form:
  - Allow users to select more than one option.
- "Reach us directly" should show all platforms.

## Consultation / Coaching Booking

- To book a 45-minute virtual session:
  - Create profile/dashboard.
  - Share health-check results.
  - Include an additional-info section.
  - Charge KES 5,000.
  - After payment, redirect to Calendly: https://calendly.com/moneywiseke/discovery
- Coach details will be provided and should be matched on the backend.
- Coach recommendation should be based on health-check result.

## Diaspora Page

- Update "The Diaspora Challenge" copy.
- "Build across borders" examples should include:
  - MMF
  - Bonds
  - Shares/equities
  - REITs
- Replace "Trust first, then grow, then legacy" with "Learn first, then invest, then grow".
- Add Investable and a summary of the program.
- Add shares to the build-across list.
- Book consultation CTA:
  - 45 minutes
  - KES 5,000
- Add coaching details once provided.

## Coaching Page Content

- Add "What is Coaching?" section:
  - A guided process that helps users get where they want to go faster.
  - A partnership with a coach in a creative process of exploring barriers.
  - Helps users gain awareness.
  - Helps users get unstuck.
- Add "Coaching is / Coaching is not" comparison:
  - Joyful / not judgemental
  - Asking questions / not telling you what to do
  - Positively focused / not only observing a seasoned professional
  - Sustained change / not a quick fix
  - Client-led / not therapy
  - Future-focused / not past-focused
  - Performance enhancing / not diagnosing dysfunction
  - Full-potential support / not solely organisational performance
- Add retention-rate comparison:
  - Training alone: 20%
  - Coaching + training: 80%
- Add heading:
  - "Financial literacy that helps you create, grow, and preserve wealth"
- Add subheading:
  - "We equip you to think clearly about your money, understand it deeply and steward your financial resources wisely with your values at the center."
- Add "What We Offer" section for one-on-one financial coaching.
- Add coaching outcomes:
  - Clarify purpose, vision, and financial goals.
  - Understand current financial situation with honesty and care.
  - Make intentional decisions around saving, investing, and long-term planning.
- Add confidentiality/support copy.
- Add "What to Expect From the Coaching Program" section.
- Add expected end-state outcomes:
  - Clearer, more confident money decisions.
  - Practical values-aligned financial plan.
  - Understand where money is going.
  - Measurable progress toward goals.
  - Calmer, more intentional choices.
  - More preparedness and peace around long-term planning and retirement.

## Speaker Booking

- Add a speaker booking form or extend the inquiry form with:
  - Contact person name
  - Organization
  - Event name
  - Event date
  - Venue/location
  - Physical/virtual picker
  - Staff size
  - Staff profile: entry, mid, senior, soon to retire, other
  - Speaking format: keynote, workshop, panel, training, webinar, other
  - Preferred topic dropdown
  - Session duration: 1-2 hours, half day, full day
  - "What would you like us to address?"
  - Discovery call CTA with Calendly link
  - Submission contact details

## External Content Still Needed

- Brand manual, colors, fonts, and high-quality logo assets.
- Clear descriptions for speaking, coaching, books, and academy.
- Raw proprietary tool content:
  - Money Personality Test
  - Values Clarification
  - Wealth Management tools
- E-learning course content and video files, including Investable modules.
- Official social links.
- Legal documents.
- Proposal template.
- Coach roster/details and matching criteria.