Meeting

Local Jungle - Current

Mar 2 · 5:00 AM
Gist

Chris joined a working session with Gavin and Tessa Rolfe, Local Jungle's other consultant, to align on fixing the onboarding-to-launch bottleneck. They mapped the process into two parallel tracks—Dan's client strategy/onboarding and Gavin's technical onboarding/marketing pre-work—that both feed into a single 'client folder' handoff, at which point the two-week clock to launch starts. Craig is wavering on WordPress due to a mysterious page speed drop (90s down to 74) but Gavin doesn't expect an actual platform migration. Gavin committed to rebuilding the technical onboarding checklist and mapping SOPs this week, with a hard-gate policy that development won't kick off until all required client info is collected, even if that delays a client for months.

Distilled from the transcript by claude-sonnet-5 · Jul 25
What came out of it
Decisions5
  • Onboarding will be split into two parallel parent tasks: technical onboarding/marketing pre-work (Gavin) and client strategy and onboarding (Dan), each with a single owner
  • The two-week launch clock starts only once the 'client folder' (all technical and content data) is fully complete and handed to development
  • Adopted a hard-gate policy: E2M development will not be kicked off until all required onboarding items are received, even if that delays a client by months
  • Technical onboarding checklist will be rebuilt and simplified so it can be sent to clients ahead of the welcome call
  • Marker QA tasks will be used on the website portion of QA going forward
Risks and blockers4
  • Site page speed scores dropped from 90+ to 74 across all sites with no clear cause identified, pushing Craig toward distrust of WordPress
  • Onboarding info collection is currently a coin-flip in completeness, often causing rushed builds and bugs at the end of projects
  • Craig is on the fence about moving marketing sites off WordPress, which could disrupt the templating plan if he pushes for a platform change
  • A recent client site was rushed because onboarding wasn't finished until mid-January despite a Feb 1 deadline, causing bugs
Open questions3
  • Will Craig ultimately decide to move Local Jungle's marketing sites off WordPress onto Astro or stay on WordPress?
  • Can the page speed regression be diagnosed and fixed, and would that change Craig's mind about WordPress?
  • Can onboarding/technical pre-work realistically be compressed to about a week as Gavin estimated?
Next steps6
  • ClientFinish building out the technical onboarding documentation/checklist and SOPs this week
  • ClientSit with Kim to map every SOP for the month, assign single ownership per task, and eliminate dual-owner tasks
  • ClientSend a simplified, non-technical version of the onboarding checklist to clients ahead of the welcome call, requiring prep before the call
  • ClientDan to record a Loom video for the sales-to-Gavin handoff to reduce meetings
  • MeChris and Gavin to reconvene next week to review the documentation and start discussing the dev process and templating
  • MeChris to dig into example code next week to give the dev team technical direction once documentation is ready
A record of what was agreed, not a task list — nothing here was scheduled.
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