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Smarta breakdown Smarta - Coggle Diagram

- - - - White-label versions
      - Diagnostic tools
      - External data sources (eg Companies Hse)
      - Historical data (SUL applicants, plus other brands)
      - New data (from TSU and other brands)
      - SaaS integrations (eg Xero)
      - Smarta Assistant
      - Chatbot
  - - - Blending different types of data
      - Sliders eg "what impact will there be if we discount our products...."
      - Stress testing
      - Performance (product, price, people)
      - eg Next Big Sound
      - eg Money Dashboard, Yolt. Open banking > graphs, tools etc
- - - - recommend at the right time
      - Smarter version of Marketplace
      - Coaching etc also
        
        recommendations based on current performance of business
        
        premium service
        
        Manual selection?
        
        Automated profiling?
        
        E-learning offer alongside this?
        
        New starts initially
        
        Sales
        
        Finance
        
        Use ESF time to productise
        
        Great way to collect qualitative data
        
        Third party software we can use
      - Loyalty programme (discounts, access to additional tiers)
      - Tiers
        
        Free tier
        
        Assistant
        
        Product recommendations
        
        Advice & resources
        
        Pay for
        
        Performance metrics
        
        Benchmarking
      - iframe? Eg sign up for Tide within Smarta platform
      - Smarter version of remarketing?
      - Present all the products they have signed up for on their dashboard?
        
        Wish list?
        
        Plus other products they use on a regular basis?
    - - Customisable also?
        
        Based on size, sector, requirements
        
        We only present info that we know is going to be useful to them
        
        They select the stuff that is useful to them, add to their wish list, shareable with other team members
    - - Web app
      - Mobile (native) app
      - eg Messenger
      - Conversation & signposting
      - Push notifications
      - Means of gathering data
    - - Pre-starts
        
        Phase 1?
      - New starts
        
        Phase 1?
      - Organic growth
        
        Phase 1/2?
      - Scale ups
        
        Phase 2?
      - Medium businesses (up to 40m euros)
        
        Phase 3?
    - - Reminder of important dates eg HMRC deadlines
        
        Companies House
      - All the apps and sites they use in one place
- - - - Specification by end of Dec
        
        Build by end of March?
        
        Prototype of chatbot by early Feb
    - - R//evolution
        
        Design & Build: £7500
        
        Content Generation & SEO: £1500
      - Redox: £8000
      - Generic AI: £2000
      - Netpremacy: They need a spec
    - - Products
        
        Recommendations
        
        'Dumb' product recommendations based on the data we have in Hubspot?
        
        Product types
        
        Current Marketplace offers, plus more
        
        Transmit's products
        
        Marketplace for SUL recipients & new Smarta customers
      - Tracking
        
        Track customer behaviour
      - Chat
        
        Just Tidio in this phase
        
        We will have a rough prototype by early Feb but not one that can be used commercially
      - Membership
        
        Free of charge
        
        Unlocks products for purchase
        
        Unlocks deeper advice eg Guides
        
        Easy sign-up initially (by email)
        
        Subsequent reminders to complete profile
        
        Surveys
        
        Quick question every time they log in
      - Learning
        
        Event listings (public content)
        
        Advice pieces (public content)
        
        Success stories (public content)
        
        Startup guides (membership required)
        
        ebooks e.g. xmas gift guide (membership required)
        
        Coaches/consultants (membership required)
        
        Courses
        
        Third party courses
        
        Our ESF courses
        
        Business books (affiliate)
        
        Mentoring
        
        Mentors (membership required)
        
        P2P mentoring
      - Back-end
        
        CMS
        
        Learning content
        
        Product content
        
        Membership mgt
      - Customer dashboard
        
        Wishlist?
        
        Add products you are interested in
        
        Or track product pages they've visited?
        
        Membership profile
        
        Business listing?
        
        Embedded survey widget?
        
        eBooks they have downloaded?
        
        Push notifications?
        
        eg products we recommend (based on their profile)
    - - User visits site from organic search (prospect)
        
        Reads some free content
        
        Finds a product of interest
        
        Asked to enter email address to unlock offer (and receive a link to the offer in an email too, with some product content)
        
        Enters email address in pop-up window?
        
        Receive verification email
        
        1 more item...
      - User visits site from BA signposting (applicant)
    - - We need to get the right balance of it being compelling enough without the build taking to long
      - Are Products and Resources enough at this stage?
    - - Design x 1
      - Front End Build x 1
        
        Wordpress?
      - Backend Build x 1
      - Project Management x 1
      - Copywriting x 1 (Transmit)
      - SEO x 1
      - Independent Tester x 2
  - - - Knowledge Bank
    - - Floating CTA
        
        Reviews/Stars
        
        Pricing
      - Move Books into Think?
        
        Create a Bookshelf?
    - - Switch off Coverage filter for now? Or use dynamic list (only displaying areas that have been selected by businesses)
      - Add disclaimer?
    - - Lock some content to encourage registrations?
      - Add links to third party blogs and podcasts?
      - Switch on tags when we have more content
    - - Abiltiy to add child pages to Learn
      - Ability to over-write slugs
      - Access customer registration details
      - Stats
        
        Number of account registrations
        
        Number of Sell profiles completed
      - CMS control of all remaining pages - Home, About, Contact, Learn, all page titles and top paragraphs, footer?,
    - - When someone has created an account (and verified email address) they should receive a welcome email.
      - User Dashboard
        
        Account
        
        Edit/delete account profile
        
        Trade profile
        
        Edit listing
        
        Create listing
        
        Partial save (to avoid time-out)
        
        Preview listing
        
        Delete listing
    - - Add fourth section (Learn)
    - - Functionality to add H1s, H2s etc, meta descriptions
- - - - 'Dumb' version
        
        Only answers generic questions
        
        Not very useful
      - 'Clever' version
        
        Interrogates Atlas
        
        Much more useful
    - - SULCo?
        
        We could license it to them for all DPs to use?
      - Other Delivery Partners
        
        We could licence individually?
        
        Not useful unless it talks to Atlas?
      - How much work is required to make it not just about Start Up Loans?
        
        Much more useful to the wider Enterprise Support sector
  - - - Next phase
        
        Redox: £9360 (inc VAT)
        
        Rob: £4000 + VAT?
      - Final phase
        
        Redox: £16,380 (inc VAT)
        
        Rob: ?
      - Total cost: £50,000 - £60,000
      - Spent so far: £23,500