Product Strategy:
Q: Why word-press? (cost-effective or ?)
Q: Can you take into consideration our advice to use what our dev team suggests?
Q: Do you agree with us that the most important features you’d love to have ready at the end of phase 2 are Onboarding, Linking 529 accounts to Life Beautified, and Unique Code Generation and the brand page.
Q: From Phase 1 recordings and documents it was established that we are working on a webapp not a website have you made any changes to this ? (the strategy and dev team believe a webapp is a better option)
Q: We will be referring to Parent and Non-Profit as Legal guardian as kids under 18 will have their 529 accounts handled only by their legal guardian. Are you ok with this development?
Q: What is the ideal age for child that wants to open his or her account without parents consent?
UXD Questions:
Q: The designs you received so far (Phase 1), do they meet your expectations or would you like us to draft another iteration?
Q: So the way IMPACT works between Life Beautified and the brands is that it will generate a code correct? It will work as a coupon code when the user checks out on a site like Nike or l’oreal.
Q: If Impact is the middleman between LB and the Brands, do you know who the middleman will be between LB and a user’s 529 Savings plan? Plaid?
UXR Questions:
Q:
UX Writing Questions:
Q: Do you have brand guidelines?
A: Articles of organization on the Life Beautified Website are a good starting point - the website is “under construction” so we can’t view them at the moments
”Giving Without Taking” is great and reflects the values well. The Life Scholar website also is a good reference point
Q: Would you be open to brainstorming or going your company's core values, company positioning, unique value prop and key messaging for the content team? [Optional: we can survey or We can workshop this with you. ]This will help us craft language, voice and tone that reinforces your message and create a perception of your company that reflects those values and positions you best among competitors.
A: Trust us to make the guideline or blocks of work for the guideline and then hand it off to him to make comments or suggest edits - rather than a workshop
Q: How much is Impact involved with recruiting 3rd party brands. Does the website need to have content that targets 3rd party brands on the website?
A: IMPACT completely deals with 3rd party brands, no content geared toward brands is necessary
Q: If nonprofit orgs are considered a secondary audience, can you give us some names of orgs that peak your interest that you would market too? Why do you feel your organization is the best answer to their problem of fundraising?
A: Example: a non-profit that helps immigrant women find jobs
Q: [Following up on previous discussion about terms of service, etc.] Have you spoken with a corporate or contract attorney about writing the web or product terms of service, privacy policy and data collection statements for you? Do you want us to provide research or resources on this?
A: Wants to copy and paste IMPACTS Terms of Service, the thought is that they will already have ironed out terms of service because they are a big company
Q: Are you working with any tax or corporate professional on the 529 tax implications for your audience? If so, may we interview or ask them a few questions so we can get a better understanding of the 529 ecosystem and how your product fits into the various actors in this system?
A: Not working with a corporate professional at the moment
Q: As we go into this next phase, do you have any questions for the design or content team?