Follows homepage approval; product individual page presented May 28
Jim / Valerie
To Do
Customer groups setup (Wholesale Dealers + Jobbers)
Check existing Volusion group structure before building; linked to tax configuration
Mike
To Do
Tracking pixel migration
GTM container, Microsoft Clarity, and Google Customer Reviews pixel — critical for maintaining 4.8-star store rating
Mike
To Do
HubSpot chat widget
Pending confirmation that chat will continue via HubSpot on the new site
Mike
To Do
Photography and imagery audit
Brand assets needed from George — affects quality of inner page design; stock photography budget TBD
George
To Do
301 redirect map
Built from GSC and SEMrush data after Volusion crawl completes
Jim
To Do
robots.txt, sitemap, and site search configuration
Staging site not indexed; synonyms, no-results behavior, and relevance tuning for search
Mike
To Do
Awaiting Approval — Needs George1
▾
Vehicle selector recreation (Phase 1D)
Scoped at $5K–$9K. Mike will document current Volusion logic and produce a detailed effort estimate first. Full build requires George's greenlight before any work begins.
Needs George's approval to proceed
Mike / Jim
Pending Approval
On Hold — Waiting on Client3
▾
Tax configuration
Needs Lisa's writeup on customer group structure and FAQ dropdown migration before Mike can configure tax rules to match Volusion
Waiting on Lisa
Mike
Blocked
Shipping configuration
Two items outstanding: (1) shipping rules spreadsheet from Lisa, (2) decision on Hawaii/Alaska and international shipping method — both first requested May 4
Waiting on Lisa — originally requested May 4
Lisa / Mike
Blocked
Bottom-menu-to-top-menu redirect list
Full list of URLs that moved from bottom nav to top nav needed for redirect mapping
Lisa committed to providing this on May 4
Lisa
Blocked
Parked — Pre-Launch4
▾
DNS cutover plan
Document steps and rollback procedure — not executing until launch is greenlit
Mike
Parked
QA — cart, checkout, payment, cross-device
Full regression run once feature-complete
Mike / Jeremy
Parked
Order migration execution
Launch week only — do not execute early
Mike
Parked
Customer + reviews data migration
Launch week only — customer accounts and native Volusion reviews
Mike
Parked
Post-Launch12
▾
Homepage optimization
Refine layout and UX based on real user behavior after launch
Jim / Jeremy
Post-Launch
Inner page optimization
Layout and conversion optimization after launch; separate from Phase 1 inner page design
Jim / Jeremy
Post-Launch
QuickBooks integration
George confirmed as goal; needs separate scoping and approval before any work starts
TBD
Post-Launch
ShipStation integration
Needs separate scoping and approval before any work starts
TBD
Post-Launch
Hawaii and Alaska shipping zone
Straightforward to add in BigCommerce; parked until after launch