Meeting

PRX Engage (TrialPort) - Website rebuild sales call

Jun 3 · 8:00 AM
Gist

Sales call with Charlie Myrick (CTO of TrialPort, formerly PRX Engage) about rebuilding their WordPress site currently run by an underperforming dev team. Chris scoped it as a ~$15,000, 30-45 day rebuild that keeps existing content and gradient/color aesthetic but tightens the style guide and consistency, migrates blog content via an AI scraping tool, and builds reusable synced blocks for their custom JavaScript clinical-trials widget and matching header/footer between the app and marketing site. They also discussed AI/Claude-code integration with WordPress via application passwords and WP Engine staging, and Chris agreed to send a proposal, scope of work, and sample sites, plus loop in his maintenance partner Mickey for ongoing plugin/content support.

Distilled from the transcript by claude-sonnet-5 · Jul 25
What came out of it
Decisions6
  • Project scoped at the $15,000 tier since existing content and pages will be migrated rather than redesigned from scratch
  • Site will be hosted on WP Engine with owner-level access given to Classic City
  • Existing blog content will be migrated using an AI scraping tool rather than rebuilt manually
  • Charlie will hold off on having the branding/marketing firm build a Figma mockup since Classic City will build directly in code
  • Header pill menu and footer will be redesigned by Classic City and matched across both the marketing site and the app
  • The clinical-trials widget will be implemented as a reusable, syncable WordPress block where a widget ID can be pasted in
Risks and blockers4
  • Current site suffers from inconsistent styling (fonts, spacing, shadows) due to prior dev team's limited WordPress expertise
  • Domain migration previously wiped the entire WordPress environment and user accounts, raising concern about vendor reliability
  • Chris will be out of town for about two weeks in June, which may extend the 30-45 day timeline
  • Uncertainty remains about whether existing blog posts were built with page-builder markup, which could complicate migration
Open questions3
  • Whether the branding/marketing company Keith found already has a style guide or will conflict with Classic City's work
  • Whether TrialPort's existing blog posts were built using page-builder blocks or plain text/HTML
  • Final pricing for the maintenance retainer with Chris's partner Mickey
Next steps7
  • MeSend Charlie a proposal with pricing and defined scope of work via email
  • MeSend sample/example B2B websites with a similar clean aesthetic
  • MeGet exact maintenance retainer pricing from Mickey and pass it to Charlie
  • ClientCheck TrialPort's WordPress blog editor to see if posts are built with page-builder blocks or plain text
  • ClientSend Classic City examples of sites TrialPort likes and dislikes
  • ClientSend over current site content saved in Google Drive
  • ClientTalk to the branding/marketing company Keith found and report back on their plans
A record of what was agreed, not a task list — nothing here was scheduled.
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