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HIOUSA Client Call Strategy – Zoom Planning Guide

🎯 Call Objective

The purpose of this Zoom call is to: - Secure approval to rebuild HIOUSA.com from scratch - Introduce and gain commitment for a 3- or 6-month retainer - Set expectations for timeline, access, and communication

🗓️ Suggested Call Agenda (45 Minutes)

Time Focus Purpose
0–5 min Intro & rapport Build connection; acknowledge past dev frustration
5–10 min Site status insight Show technical understanding of current issues
10–20 min Rebuild recommendation Explain why a clean rebuild is smarter than patching
20–30 min Retainer walkthrough Present retainer tiers, benefits, and 3-/6-month options
30–35 min Pricing & bundling offer Pitch rebuild quote + 10% discount for retainer signup
35–40 min Timeline & access request Gather site access needs (WP Engine, staging, etc.)
40–45 min Q&A + decision or next steps Answer concerns, guide to proposal/payment or follow-up

🗣️ Key Talking Points

  • The existing HIOUSA.com site is bloated and unstable due to both technical debt and legacy practices, and it provides a strong use case for not only a rebuild, but also proactive planning for future upgrades and support across their entire web presence:
  • Legacy theme and deprecated plugins
  • Offshore devs modifying PHP instead of using plugin-based solutions
  • Attempting to fix piecemeal would be more time-consuming and fragile than rebuilding
  • Elementor provides a clean, client-friendly interface and simplifies future updates
  • Everything built is fully transferred to HOI once payment is completed — no lock-in

Retainer Benefits

  • Predictable support with fast turnaround
  • No more ad hoc dev searches
  • Can support not only HIOUSA, but HIOI (Divi) and Odds On (WordPress blog)
  • 3-month minimum; 6-month = 10% discount on Standard/Premium tiers

🧰 Optional Visual Aids

Prepare to screen-share or reference: - Plugin list from current HIOUSA site (show legacy issues) - Example clean Elementor-based build (reference site or layout) - Retainer tier chart (Basic / Standard / Premium)

📤 Follow-up Deliverables (Post-Call)

  • Proposal (Upwork message or branded PDF)
  • Payment request: rebuild milestone or bundled offer
  • Onboarding email requesting:
  • WP Engine access
  • WordPress admin credentials
  • Staging details

🧭 Call Outcome Options

Ideal Outcome: - Client approves rebuild + signs 3- or 6-month retainer - Sends access details + 50% payment upfront

Acceptable Outcome: - Client requests proposal to review - Schedules follow-up decision call