Meeting
Erin Dyer - Sales
Gist
Sales call with Erin Dyer of Lumberock to scope a website rebuild after a frustrating experience with their current, unreliable agency. Agreed approach: build a ~15-block WordPress block library, standardize fonts, bring over ~80-90% of existing content as-is, and focus custom design/content work on the collections and product pages. Chris quoted roughly $25k for the rebuild plus an optional $1,500-2,000/month retainer post-launch; Erin needs a written proposal by Thursday 9am to present internally, and flagged two other divisions (including a CMI website) as future opportunities.
Distilled from the transcript by claude-sonnet-5 · Jul 25
What came out of it
Decisions5
- Ignore HubSpot integration for this project since the org is mid-migration and everything currently runs through ActiveCampaign
- Bring over roughly 80-90% of existing content pages as-is with light edits rather than rewriting
- Focus custom design and content effort specifically on the homepage and collections/product pages
- Build a library of about 15 reusable design blocks plus standardized heading/font styles as the foundation for the rebuild
- Timeline targeted at two to three months for the rebuild
Risks and blockers6
- Current site is a patchwork built by multiple different people/designers with inconsistent fonts and blocks
- Current agency is unreliable, slow to fix issues, and not local, causing frustration and lack of trust
- Site currently cannot track leads at all
- Lead tracking fix was going to cost an extra $2,500 from the current vendor
- Boss/president does not fully understand SEO nuances, creating risk of misaligned expectations
- Budget decision rests with 'Matt' (boss), not Erin, so the $25k quote still needs internal approval
Open questions4
- How is the zip-code dealer locator tool currently powered on the back end?
- What exactly does the back end WordPress setup for products/collections look like (custom post types, taxonomies)?
- Will the two other divisions and the CMI website become separate future projects?
- What will the final SEO/content strategy look like once more keyword and architecture work is done?
Next steps4
- MeSend Erin a written proposal covering scope, timeline (2-3 months) and budget (~$25k plus optional $1,500-2,000/month retainer) before Thursday 9am
- ClientGet access to the back end of the Lumberock WordPress site to review how the dealer locator and other functionality are built
- ClientPresent the proposal internally to leadership on Thursday morning
- MeRun a sitemap analysis on the existing site to finalize page count and structure
A record of what was agreed, not a task list — nothing here was scheduled.
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