As of the [1], the Next Level / FinWellU project is stalled due to a combination of client-side delays and an unresolved infrastructure access issue. Karly is the primary AM on this account.
Overall: Blocked — awaiting client deliverables and domain access
The project cannot meaningfully advance until the client provides the required company list for portal creation and approves the new "Finwell U" branding. A planned February launch is at risk if momentum is not established soon.
The client (contact: John) committed on a Monday call to sending a list of all companies that need portals built. As of this meeting, that list has not arrived. No portals can be created until it is received.
The team submitted a logo for the new "Finwell U" brand. The client has not responded with approval or feedback. No copy or design work tied to this brand identity can be finalized until approval is received.
The new domain (finwellu — purchased by the client on their GoDaddy account) is needed for the site launch. The client believes access was previously granted, but the team cannot confirm active access. GoDaddy's two-factor authentication makes ad-hoc access attempts impractical.
Decision: Karly will wait until GoDaddy access is actually needed before requesting it again, to avoid 2FA friction and expired sessions.
| Owner | Action | Status |
|---|---|---|
| Karly | Follow up with client on company list for portals | Pending |
| Karly | Follow up with client on "Finwell U" logo approval | Pending |
| Karly | Request GoDaddy access when domain work is imminent | Deferred |