Hanson.xyz Dev
5e2bb8585a
- Initialize beads (.beads/ directory) - Add Claude Code hooks for SessionStart/PreCompact - Update CLAUDE.md to clarify all build artifacts are committed - Update .gitignore to allow node_modules and dist
407 lines
14 KiB
Plaintext
Executable File
407 lines
14 KiB
Plaintext
Executable File
HOMEPROZ CONTRACT - FINAL DECISIONS AND REMAINING TASKS
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========================================================
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Date: October 29, 2025
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DECISIONS LOCKED IN
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===================
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1. ACF Pro License
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DECISION: Managed by Hanson.xyz
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- License included in development cost
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- Annual renewal ($49/year) billed as part of hosting fee
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- Updated in contract: Lines 66-67, 270, 275
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2. Hosting Billing
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DECISION: Annual billing only
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- $600/year billed annually
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- No monthly billing option
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- Updated in contract: Line 263, 283
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3. Timeline
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DECISION: 3-4 week queue is firm, non-negotiable
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- Current commitments must complete first
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- No rush fee option available
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- Updated in contract: Lines 222-224
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4. Pricing
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DECISION: $6,000 development cost is firm
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- Fixed fee, non-negotiable
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- No phased approach alternatives
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- Updated in contract: Lines 239, 253-254
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5. MLS Integration
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DECISION: Manual entry only, clearly scoped
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- MLS number field for manual entry
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- Full automated IDX explicitly excluded
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- Separate future project if desired
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- Updated in contract: Lines 78-86
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6. Email Migration
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DECISION: 2 hours included, no special considerations
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- Client relationship understood
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- Complexity expected to be manageable
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- No changes needed to contract
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CONTRACT UPDATES COMPLETED
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===========================
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Section: Advanced Custom Fields Implementation
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- Added: "ACF Pro license ($49/year) included in development cost and managed
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by Developer (annual renewal billed as part of ongoing hosting/support)"
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Section: MLS Integration
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- Changed title from "MLS Integration Planning" to "MLS Integration - Manual Entry"
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- Added: "This is manual entry only; full automated IDX integration with property
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import/sync is NOT included and would be a separate future project if desired"
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- Clarified scope is MLS number field only
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Section: Timeline
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- Added: "The 3-4 week pre-development period is necessary due to existing
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project commitments (Auction Cast, Kodex, and Ascent websites) and cannot
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be accelerated."
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- Removed any language suggesting rush fees or timeline flexibility
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Section: Budget - Development
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- Added: "This price is firm and non-negotiable."
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- Changed from "$7,000" to "$6,000 (fixed fee)" for absolute clarity
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Section: Budget - Hosting
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- Changed from "$600 per year" to "$600 per year (billed annually)"
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- Added: "(Equivalent to $50/month, but billed once per year for administrative
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simplicity)"
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- Added to included items: "WordPress core, theme, and plugin updates (including
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ACF Pro license renewal)"
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- Added to included items: "ACF Pro plugin license maintenance and annual renewal"
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- Added: "Billing is annual only; monthly billing is not available for this service"
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REMAINING TASKS BEFORE SENDING TO CLIENT
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=========================================
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CRITICAL - MUST COMPLETE:
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-------------------------
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1. [ ] INSERT CONTRACT SIGNING DATE
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Location: Line 4 and line 211
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Action: Replace "[INSERT DATE]" with actual/proposed signing date
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Recommendation: Use date you plan to send contract, or "TBD upon agreement"
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2. [ ] INSERT MILESTONE DATES
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Location: Lines 211-219
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Current placeholders:
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- Contract signing: [INSERT DATE]
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- Development start: [INSERT DATE] (should be 3-4 weeks after signing)
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- Client review: [INSERT DATE] (1 week after dev start)
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- Final delivery: [INSERT DATE] (4-5 weeks after signing)
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- Training: [INSERT DATE] (week of launch)
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Action: Either insert specific dates or change to:
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"- Contract signing: [Date of execution]
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- Development start: 3-4 weeks after signing
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- Client review: 1 week after development start
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- Final delivery: 4-5 weeks after contract signing
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- Training session: Week of launch"
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3. [ ] CONFIRM CLIENT LEGAL BUSINESS NAME
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Current: "HomeProz" throughout contract
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Action: Verify with Dayna exact legal entity name
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Possibilities:
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- HomeProz (if sole proprietorship or DBA)
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- HomeProz LLC
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- HomeProz, Inc.
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- Different legal entity entirely
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Replace throughout contract once confirmed
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4. [ ] GET CLIENT CONTACT INFORMATION
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Needed for contract:
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- Legal business name (see above)
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- Signing authority name and title
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- Business address (for signature block)
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- Email for invoices
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- Phone number
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5. [ ] FORMAT CONTRACT FOR PRESENTATION
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Current: Plain text .txt file
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Needs: Professional Word document formatting
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Action: Convert to .docx with:
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- Professional font (Arial, Calibri, or Times New Roman)
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- Clear section headings with formatting
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- Consistent spacing
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- Signature blocks at end with lines for signatures
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- Page numbers
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- Header/footer with "HomeProz Website Development Agreement"
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OPTIONAL BUT RECOMMENDED:
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-------------------------
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6. [ ] CREATE COVER LETTER/EMAIL
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Include:
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- Brief project summary
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- Total first year investment ($6,600)
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- Timeline overview (4-5 weeks)
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- What you need from them (review, sign, payment)
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- Deadline for review (suggest 5-7 business days)
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- Your contact information for questions
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7. [ ] PREPARE INVOICE TEMPLATE
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For initial $2,000 payment
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Ready to send upon contract signing
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Include:
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- Invoice number
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- Date
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- Payment terms
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- Payment methods/instructions
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- Due date (immediately upon signing)
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8. [ ] SET UP PROJECT FOLDER
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Create: Clients/HomeProz/Projects/WordPress-Website/
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Subfolders:
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- Design/ (for mockups, assets)
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- Development/ (for code, staging)
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- Content/ (for client-provided content)
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- Training/ (for documentation)
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- Correspondence/ (for emails, meeting notes)
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9. [ ] CALENDAR PLANNING
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Block out:
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- Week of [dev start date]: HomeProz development sprint
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- [Training date]: HomeProz training session
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- [Launch date]: HomeProz launch and go-live
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This reserves time and prevents overbooking
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10. [ ] PREPARE KICKOFF MEETING AGENDA
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For when development starts:
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- Review project scope
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- Confirm deliverables
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- Review ACF field structure
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- Gather any remaining requirements
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- Set communication cadence
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- Answer questions
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QUALITY CHECKS BEFORE SENDING
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==============================
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Review Contract For:
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--------------------
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□ All [INSERT] placeholders are filled or removed
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□ Client legal name is correct throughout
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□ Pricing totals are correct ($6,000 + $600 = $6,600)
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□ Timeline is realistic based on your actual availability
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□ Scope matches what was discussed in meeting
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□ Exclusions don't exclude something you plan to do
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□ All dates are consistent and make sense
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□ Professional tone throughout
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□ No typos or grammatical errors
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□ Signature blocks are complete with space for signatures
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□ All standard legal clauses are present
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□ Payment terms are clear
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□ Your business name (Hanson.xyz) is correct everywhere
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SENDING CHECKLIST
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=================
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When ready to send:
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-------------------
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□ Contract formatted as professional Word document
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□ Cover email drafted and reviewed
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□ Invoice template ready to send upon signing
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□ Calendar blocked for development time
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□ Project folder structure created
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□ Client contact information confirmed
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□ You've read through contract one final time as if you're the client
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□ You're prepared to answer questions about scope, timeline, pricing
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INTERVIEW APPROACH
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==================
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Since you know the client (Dayna Gottberg) and have already had initial
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discussions, the "interview" may be more informal. Suggested approach:
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EMAIL FIRST:
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Send brief email saying:
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"Hi Dayna,
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I'm putting together the contract for the HomeProz website project. Before
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I finalize it, I need to confirm a few details:
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1. What is the legal business name for HomeProz? (HomeProz LLC? Inc.? Other?)
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2. Who will be signing the contract? (Name and title)
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3. What's the best email for invoices?
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4. Do you have the HomeProz logo in digital format? If so, what formats?
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5. When would you ideally like to launch the site?
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Once I have these details, I'll send over the complete contract for your review.
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Thanks,
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Brian"
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THEN CALL/MEETING IF NEEDED:
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If response raises questions or concerns, schedule call to discuss:
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- Budget confirmation
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- Timeline expectations
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- Scope clarification
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- Any additional questions
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This approach is more efficient than comprehensive interview since you already
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have good understanding from previous meeting.
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ANTICIPATED CLIENT QUESTIONS
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=============================
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Be prepared to answer:
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"Can we do monthly billing on hosting instead of annual?"
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ANSWER: "I've structured it as annual billing for administrative efficiency.
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The total is the same ($600/year vs $50/month), but annual billing reduces
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invoice overhead for both of us. This is standard for my hosting clients."
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"What if we need more than 2 hours of email migration help?"
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ANSWER: "Based on our previous discussions, I expect 2 hours will be
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sufficient for your setup. If it turns out to be more complex, any additional
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time would be billed at $175/hour, but I'll let you know before exceeding
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the included time."
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"Can you start sooner than 3-4 weeks?"
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ANSWER: "Unfortunately no - I have committed deliverables for Auction Cast,
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Kodex, and Ascent that I need to complete first. The 3-4 week timeline is
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firm. However, this gives you time to gather all the content, branding assets,
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and other materials we'll need, so we can hit the ground running when
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development starts."
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"Can we do this in phases to reduce upfront cost?"
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ANSWER: "The $6,000 is already a discounted rate for startups ($150/hour vs
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my standard $175/hour). The project scope is defined as a complete deliverable.
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The payment structure does split it - $2,000 upfront and $4,000 on completion
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- which helps with cashflow."
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"What if we want to add features later?"
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ANSWER: "Absolutely - this contract covers the initial website build. After
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launch, we can discuss additional features like full IDX integration, advanced
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search, lead capture systems, etc. Those would be quoted separately, likely
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on an hourly basis at $175/hour or as a new fixed-fee project depending on
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scope."
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"Is the $600/year hosting required?"
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ANSWER: "Yes - the website will be built on my managed hosting infrastructure,
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and the hosting fee covers not just server space but active management:
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daily backups, security monitoring, WordPress updates, plugin maintenance
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including the ACF Pro license, and up to 2 hours per month of technical
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support. This ensures the site stays secure, fast, and functional long-term."
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POST-CONTRACT EXECUTION PLAN
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=============================
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After contract is signed and initial payment received:
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Week 0 (Immediately):
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- Send payment confirmation
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- Request all client materials (logo, content, access credentials)
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- Set up staging environment
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- Purchase/activate ACF Pro license
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- Add project to task list
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Weeks 1-3 (Queue Period):
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- Weekly check-in email to client on queue status
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- Complete Auction Cast, Kodex, Ascent projects
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- Prepare development environment
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- Review client-provided materials as they come in
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- Flag any missing materials or questions
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Week 4 (Development Week):
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- Kickoff meeting Monday
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- Development Days 1-5
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- Client review on staging Thursday/Friday
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- Gather feedback
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Week 5 (Finalization):
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- Implement client feedback
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- Final QA testing
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- Training session
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- Launch to production
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- Email migration (if applicable)
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- Post-launch verification
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Week 5+60 days (Warranty Period):
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- Monitor for issues
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- Quick response to any bugs or problems
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- No charge for fixes to delivered functionality
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Ongoing:
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- Annual hosting management
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- ACF Pro license renewals
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- Potential future enhancement projects
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SUCCESS METRICS
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===============
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This project is successful if:
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✓ Contract signed and initial payment received
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✓ Development starts on schedule (3-4 weeks after signing)
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✓ Launches within 4-5 weeks total from signing
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✓ Client can independently add/manage property listings via ACF
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✓ Site is responsive, fast, secure, and professional
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✓ All deliverables completed as specified
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✓ Training is effective (client feels confident)
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✓ Client is satisfied with final product
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✓ Hosting relationship continues beyond Year 1
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✓ Referrals or future projects from this relationship
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NEXT IMMEDIATE ACTION
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=====================
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Your next step should be:
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1. Send brief email to Dayna requesting:
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- Legal business name
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- Signing authority
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- Logo/branding assets
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- Preferred launch timeframe
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2. Once you receive response:
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- Update contract with legal business name
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- Insert realistic dates based on response
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- Format contract to Word document
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- Send contract with cover letter for review
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3. While client reviews:
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- Prepare invoice for $2,000 initial payment
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- Set up project folder structure
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- Block calendar for development time
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- Begin gathering any technical requirements
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DOCUMENT STATUS
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===============
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Contract Document:
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✓ All your decisions incorporated
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✓ Scope clearly defined
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✓ Pricing locked at $6,000 + $600 = $6,600
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✓ Timeline set at 3-4 weeks queue + 1 week dev
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✓ MLS scoped as manual only
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✓ ACF Pro license included and managed by you
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✓ Annual billing only
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✓ All standard legal clauses present
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Remaining before client-ready:
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- Insert dates (or make dates relative to signing)
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- Confirm client legal business name
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- Format to Word document
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- Final proofread
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- Create cover email
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Current Status: 95% complete, ready for final details and formatting
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