Phase 2 Review & Next Steps — 2026-03-16

Post-launch check-in with the FinWellU team (Peter Tourville, John Jonas / NLPWM) and the Asymmetric team (Karly Oykhman, Melissa Cusumano, Mark Hope). The meeting was kept brief because a pivotal GVA partnership meeting was scheduled for the following morning, making most Phase 2 decisions premature.

Overview

The FinWellU website launched roughly two weeks prior to this call. Overall reception is positive — Peter praised the design and confirmed the core kinks have resolved themselves. The main agenda items were: Phase 2 scoping, a registration form UX fix, onboarding/event turnaround expectations, and marketing materials status.

Key Decisions

Action Items

• [ ] Karly / Melissa — Add help text under the "Company Website" field on the registration form clarifying its portal-routing purpose.
• [ ] Peter — Meet with GVA (Tuesday, 2026-03-17); email Karly on Wednesday with GVA's requirements and proposed next steps.
• [ ] Karly — Reply to Peter's Wednesday email; align on next sync timing and Phase 2 scope.
• [ ] Peter — Determine whether GVA wants to be involved in the Phase 2 build-out or prefers to pause until their partnership launch.
• [ ] FinWellU (future) — Commission a higher-resolution back-screen design for the upcoming trade show booth; Asymmetric can assist from a sketch or by pulling existing elements.

Topic Notes

Phase 2 Paused — GVA Partnership

GVA is committed to taking FinWellU national and has agreed to a dollar amount. They want to announce the partnership before quarter-end (~15 days from this meeting). Their input on the resource center and company portals is critical — building those features before the GVA meeting risks having to redo them entirely. Peter's position: pause, get through the meeting, then resume with full requirements in hand.

"Rather than redoing it and doing it twice, let's just get through that meeting." — Peter Tourville

Registration Form — "Company Website" Field

Multiple users (John, James) have been confused about why the registration form asks for a company website. The field is used internally to route registrants to their employer-specific portal. A short help-text string beneath the field will resolve the ambiguity. Exact copy to be drafted by Karly/Melissa.

Onboarding & Event Turnaround

Peter's primary concern was understanding realistic turnaround times, not capacity. Context: FinWellU sometimes needs to spin up access quickly for workforce events (e.g., a company announces 350 layoffs on a Friday for a Tuesday effective date). Agreed SLA:

• Urgent / same-day — for critical workforce events with little notice.
• Standard 3–4 days — acceptable for the majority of cases, since most event schedules are built out in January for the full year.

Future state: company reps will be able to self-manage events through a dedicated portal. Asymmetric is still researching feasibility.

Marketing Materials & Trade Show

All print materials (flyers, PDFs) are complete and delivered as editable Illustrator files. Peter has an internal contact with Illustrator access who will handle routine edits going forward. An upcoming trade show requires a new high-resolution back-screen for the booth display; this was not scoped in the current engagement. Asymmetric confirmed they can produce it from a rough sketch or by repurposing existing design elements.

Next Sync

Peter and Karly will reconnect via email Wednesday, 2026-03-19 after the GVA meeting concludes. A follow-up call will be scheduled once GVA's requirements are known.

Attendees

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