--- title: Marketing & Website Review — 2026-03-20 type: article created: '2026-03-20' updated: '2026-04-05' source_docs: - raw/2026-03-20-a-new-dawn-shine-marketing-call-131601914.md tags: - meeting - client-a-new-dawn-therapy - wordpress - seo - hipaa - gravity-forms - jane-app - google-business-profile - careers-page - book-club - affiliate-marketing - digital-products layer: 2 client_source: A New Dawn / Shine industry_context: b2b-services transferable: false --- # Marketing & Website Review — 2026-03-20 ## Overview Check-in call with Katie Geiser (A New Dawn Therapy) and Sebastian Gant (Asymmetric). Melissa Cusumano was out of office but up to date. Topics covered: website build progress, HIPAA-compliant contact form strategy, careers page design, Jane App → Google Business Profile review sync issue, and future roadmap items (Book Club section, digital product sales). **Next meeting:** Thursday, April 9 at 12:00 PM Central Time. **Attendees:** - Sebastian Gant (Asymmetric) - Melissa Cusumano (Asymmetric — out of office) - Katie Geiser (A New Dawn Therapy — client) --- ## Key Decisions | # | Decision | Detail | |---|----------|--------| | 1 | **Use Gravity Forms for contact form** | Replace current Google Form with Gravity Forms for SEO tracking and flexibility. Automate deletion of initial contact entries after client onboarding to manage HIPAA risk. Add a disclaimer advising against sharing sensitive health info in the message field. | | 2 | **Build a custom Careers page** | Model on a Texas clinic reference site provided by Katie. Job descriptions link to PDFs; applications go to a Google Form. Keeps content on-site for SEO rather than redirecting to Indeed/LinkedIn. | | 3 | **Book Club as a standalone section** | Separate from the main blog. Posts filterable by genre (Boundaries, Grief, Trauma, CPTSD, Parenting, Somatic Therapy, Substance Use/AODA, Self-Help, Workbooks). A single post can belong to multiple categories. Affiliate links included; not treated as a primary SEO driver. | | 4 | **Digital product sales scoped as future work** | Selling downloadable workbooks/PDFs requires a separate scope of work covering payment and delivery integration. Noted for future planning. | --- ## Action Items ### Sebastian Gant - [ ] Research keywords for "online therapy" and "rates/insurance" (e.g., "Blue Cross Blue Shield Therapy"); add to SEO doc - [ ] Implement Gravity Forms contact form; swap out Google Form; add PHI disclaimer; investigate automated deletion on client sign-on - [ ] Build Careers page modeled on TX clinic reference link; add SEO copy - [ ] Investigate Jane App → Google Business Profile review sync issue; diagnose 404 error on preview link - [ ] Add stock images across site; send to Katie for approval - [ ] Add Katie's AI-generated headshot to Team page - [ ] Publish Katie's 3 approved blog posts to site - [ ] Create blog writing checklist; share with Katie; plan hands-on walkthrough on April 9 call - [ ] Build Book Club section with genre filter (dropdown); support multi-category tagging per post - [ ] Draft SEO-friendly FAQ questions; send to Katie for answers ### Developer - [ ] Add stock photos across site for Katie's review - [ ] Add Katie's headshot to Team page ### Katie Geiser - [ ] Provide initial genre category list for Book Club section (draft started on call: Boundaries, CPTSD, Parenting, Grief, Somatic Therapy, Trauma, Substance Use/AODA, Self-Help, Workbooks) --- ## Topic Notes ### Website Build Progress Developer has completed Specialties, Who We Treat, Approaches, and is halfway through About Us. All SEO-doc-checked pages are done to that point. Sebastian had keyword research completed but had not yet entered it into the shared doc — corrected before the call. Remaining keyword gaps: "online therapy" page and "rates/insurance" page. ### Contact Form & HIPAA Compliance Current Google Form creates a gray-area HIPAA risk: once a prospect becomes a client, their pre-intake contact data (name, email, phone, IP address) is technically PHI. The agreed approach: - Switch to **Gravity Forms** (better SEO tracking, flexibility) - Keep the form simple: name, phone/email, short message — no health-related fields - Add a disclaimer note discouraging sensitive disclosures in the message box - Investigate automating deletion of form entries upon client sign-on to avoid manual cleanup burden See also: [[knowledge/hipaa-contact-form-strategy]] ### Careers Page Katie shared a reference site (Texas therapy clinic) with a layout she liked: - Intro copy about working at the practice - Job listings with links to PDF job descriptions (Katie is working with a lawyer on these) - "Apply" button linking to a Google Form This approach keeps job content on the website (SEO benefit) while allowing Indeed/LinkedIn postings to run independently. Sebastian will have the developer build it out to match. ### Jane App → Google Business Profile Review Sync Katie's new EHR (Jane App) has a ratings/reviews feature that sends clients a review request via email or text. The integration requires a Google Business Profile Place ID, which Katie has correctly entered. However: - Reviews are recorded as completed inside Jane App - They are **not appearing** on the Google Business Profile - Clicking "Preview" in Jane App returns a **404 error** Sebastian will investigate. Katie can also contact Jane App support if needed. The GBP is verified and active (Katie completed the video verification request previously). ### Book Club Section Katie's vision: a dedicated section (not a blog category) where she writes book summaries with therapeutic context and affiliate purchase links. Key design decisions: - **Separate from main blog** — its own section/URL structure - **Genre filters** (dropdown): Boundaries, CPTSD, Parenting, Grief, Somatic Therapy, Trauma, Substance Use/AODA, Self-Help, Workbooks - **Multi-category support** — a book can appear under multiple genres - **SEO angle**: target book title + "review" as keywords; not expected to compete with Amazon/Barnes & Noble but can surface for niche searches - **Affiliate links** embedded in posts; Resources page can link to Book Club Sebastian will create a separate blog checklist for Book Club posts in addition to the standard blog checklist. ### Digital Products (Future Scope) Katie flagged a longer-term goal: selling downloadable content (workbooks, PDFs) directly from the site. This would require: - Payment integration - Automated delivery (e.g., email with download link post-purchase) - Likely a new menu item (e.g., "Resources" or "Downloads") Agreed this is a **separate future scope of work**. Noted for roadmap planning. ### FAQ Page Sebastian will draft SEO-optimized questions (phrased for AI citation/featured snippet targeting) and add them to the shared doc. Katie will fill in the answers. Focus keywords: online therapy, rates & insurance. --- ## Next Meeting **Date:** Thursday, April 9, 2026 **Time:** 12:00 PM Central / 10:00 AM Pacific **Goal:** Site should be in a near-launch state; review progress on all action items above; hands-on blog checklist walkthrough.