Thomas (the client) started working with am IMPACT consultant at the beginning of January. Please read the following email correspondence:

Email message. #1

“Hi Joseph & Daniela

Here are the major observations from the IMPACT consultant

1. Please review these affiliate marketing websites as part of the life beautified website development and take best ideas from these while designing our website:

https://www.rakuten.com/ and https://shopraise.com/.  Develop the "user dashboard" based on these websites to make it very user friendly.

2. Focus on the "Link" marketing model than "Coupon Code" marketing model since links are easier for sub-affiliate tracking. Coupon code tracking will require more computer coding on our end to keep tracking of sub-affiliates coupon usage since brands will only allow "tracking" of Master Affiliate Coupon.  (This means, we need to come up with our on technical solutions for tracking sub-affiliates activities if "coupon code" are utilized unlike "link" tracking model.

3. Read the IMPACT technical document (online support) to get better understanding of how IMPACT keep tracks of Master Affiliate (Life Beautified Website) + Sub-Affiliates (household / charities)

4. Create a very good story "about us" page since brands make partnership approval decisions based on the consumer facing website.

5. Create marketing materials & video tutorials to educate users on "how to use" the website

6. Try to automate by writing computer code for generating links (master + sub-affiliate) which can be used for self purchase as well as sharing the same link with friends and families.

7. I am waiting to get a proposal from the consultant but since phase 2 is ending soon, we might not get it before the end of phase 2.

8. Some grocery stores like Safeway and Target are on IMPACT. These brands can be used as a solution for making a "small commission" amount from everyday purchases. verses large commission generation from non-common purchases

9. Hoping Morgan will forward the NDA before the end of this phase.

10. Most likely, we will get the impact consultant to meet with the TF phase 3 team. (since we are so close to the end of phase 2).

Thanks

Thomas”

Email message. #2

“Hi Joseph & Daniela

Please find below high level summary provided by the IMPACT consultant.

Hi Thomas,

It was great connecting with you and congrats on all of the positive momentum that you've gained in bringing this project to life! Below is a recap of my recommendation around both the design/implementation as well as how to support the students and families to be successful in this program.

Design/Implementation

• Lifebeautified.org needs to be designed to not only provide useful information to the students and families, but also sell the brands that you intend to partner with on what your mission is and who will be "promoting" them. This will be reviewed by brands when you apply to join their affiliate programs, so it's important that this is clear on the homepage.
• On Life Beautified.org, there is a "Join" button or some other call to action where the students and families can click and learn more about the program as well as sign-up/create their account.
  • Once their account is verified, I recommend having a member only dashboard where they can see what brands are available, what earnings they will get from each brand, and an easy way to copy and paste their "affiliate link".
  • This dashboard can also give them a high level reporting view - with maybe earnings MTD and/or YTD so that they can see the contribution and impact that they are having on their 529.
• Some example sites for usability (not necessarily apples to apples) would be Rakuten and ShopRaise.