Meeting
Web Process Consulting | Recurring
Gist
Consulting call with Gavin on Empire Auto Care's dev process and QA SOPs. They worked through what a page-by-page vs. global QA checklist should cover (phone numbers, logos, navigation, coupon assets) and dug into the messy coupon system, which is built on a custom-coded Gravity Forms setup tied to SendGrid and location-based email routing. Chris agreed to build a custom coupon management plugin (custom post type, category-based blocks, no Gravity Forms dependency) and a basic locations structure, to demo on his local build next Tuesday with feedback due mid-April. Gavin will send SOP drafts and the exact email requirements (user, admin/GM, and text-only API emails) for the coupon plugin.
Distilled from the transcript by claude-sonnet-5 · Jul 25
What came out of it
Decisions3
- Chris will build a custom coupon management plugin using custom post types instead of the current Gravity Forms/hard-coded email setup.
- QA checklist will be split into global (site-wide) and page-by-page categories.
- The new plugin build will include a basic multi-location structure as a placeholder for future expansion.
Risks and blockers3
- Current coupon email system relies on custom-coded, hard-to-maintain Gravity Forms logic that Gavin says makes the site unstable.
- Phone numbers and logos typed manually into body content are easy to miss during QA and have caused launch mistakes before.
- Third-party appointment scheduler widget doesn't reload correctly when switching locations without a refresh.
Open questions3
- Whether no-indexed pages are fully excluded from the sitemap or just flagged (unresolved, Chris said it's outside his expertise).
- Whether Gravity Forms loads its scripts sitewide or only on pages with a form, and whether that can be made conditional.
- Whether the new coupon plugin build will need custom CSS styling work from Gavin's team once delivered.
Next steps6
- MeBuild a custom coupon management plugin (post types, category blocks, custom lead form via SendGrid) on local machine.
- MeDemo the coupon plugin build to Gavin next Tuesday (April 7).
- ClientSend SOP drafts and finalized email requirements (user, admin/GM, text-only API email) for the coupon system ahead of the build.
- ClientSet up Octorocket-related coupon requirements list and send it over same day.
- ClientCreate a staging site to demonstrate the coupon build to Craig.
- UnassignedReconvene for feedback on the coupon plugin around April 14.
A record of what was agreed, not a task list — nothing here was scheduled.
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