FinWellU Launch Strategy — Phase 1 & Phase 2

Overview

The FinWellU website launch uses a two-phase approach to avoid disrupting existing seminar registrations on the legacy domain (FinancialWellnessDoneRight.com) while establishing the new FinWellU.com as the primary platform. The strategy was finalized during the ^[1] pre-launch review meeting.

Phase 1 — Siloed Launch

Goal: Get FinWellU.com live without breaking existing registrant workflows on the old site.

FinWellU.com launches as a fully standalone silo — no cross-links to or from FinancialWellnessDoneRight.com.
FinancialWellnessDoneRight.com remains active and continues to serve existing seminar registrations already in the system.
All new events and new traffic are directed exclusively to FinWellU.com.
A public-facing announcement will accompany the launch, notifying users of the platform change and new registration process (username/password based).
Cross-links from FinancialWellnessDoneRight.com pointing to FinWellU pages (e.g., RetireU, UThrive) should be removed to prevent user confusion between the two navigation structures.

Rationale: Users navigating from the old site to the new site mid-flow could encounter inconsistent event listings and registration UX, creating confusion. Keeping the sites siloed eliminates this risk during the transition window.

Phase 2 — Full Redirect

Trigger: All seminars currently registered on FinancialWellnessDoneRight.com have concluded.

FinancialWellnessDoneRight.com is redirected entirely to FinWellU.com.
No content migration is required — the redirect is domain-level.
Timeline is event-driven, not date-driven; estimated within a month or two of Phase 1 launch depending on the existing seminar schedule.

No Floating Register Button

The team considered adding a floating "Register" button sitewide but decided against it due to responsiveness concerns — a floating element can obscure page content on mobile. The existing sticky header navigation remains as-is.

New Events Go to FinWellU Immediately

Any seminar or event scheduled after the Phase 1 launch date will be created and registered through FinWellU.com only. Existing company pages for the top 10 partner companies have already been created on the new platform.

Salesforce Integration — Phase 2 Scope

Salesforce integration (led by Spinelli's team) is explicitly deferred to Phase 2. It is treated as a separate project engagement. See ^[2] for details.

Maintenance Contract

A hybrid maintenance contract will govern ongoing work post-launch:

Flat monthly fee — covers routine edits and maintenance at a predictable baseline rate.
Per-page rate — applied on top of the flat fee for new company portal builds, which are expected to spike in volume as new employer clients onboard.

This structure accommodates the uneven demand curve: heavier in the first two months post-launch, lighter mid-year, then likely spiking again when the platform rolls out through the GBA system.

Owner: Mark (Asymmetric) will draft the contract. Peter (NLPWM) is available for a consultation call to align on terms.

Action Items

[ ] Remove all cross-links from FinancialWellnessDoneRight.com to FinWellU pages — @Karly Oykhman
[ ] Draft hybrid maintenance contract (flat + per-page) and send to Peter — @Mark (Asymmetric)
[ ] Coordinate Phase 2 Salesforce integration with Spinelli — @Peter Tourville / @John Jonas
[ ] Send updated site to Peter & John for final review by Monday; push live Tuesday — @Karly Oykhman

Participants

Peter Tourville — NLPWM (peter.tourville@nlpwm.com)
John Jonas — NLPWM (john.jonas@nlpwm.com)
Karly Oykhman — Asymmetric (karly.oykhman@asymmetric.pro)

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