Futureone agency

Kickoff Consultation

An independent, proud agency for everything brand design + Marketing

Team Introductions

Client Dashboard

Project Roadmap

Project Overview

MLO / Branch Database

Team Introductions

Dani Maatouk

President, Co-Founder

3+ years in the industry

James Wong

Chief Creative Officer, Co-Founder

12+ years in the industry

Anna Becil

Brand Director

1+ years in the industry

Mariana Perez

Creative Director

8+ years in the industry

Mark Madsen

Lead Website Architect

20+ years in the industry

Paulina Herrera

Customer Success Manager

1+ years in the industry

Barbara Leon

Website Designer

2+ years in the industry

Laura Morales

Website Designer

2+ years in the industry

Sirela Roci

Web Developer & Designer

2+ years in the industry

Nenad Popadic

Web Developer

2+ years in the industry

Iris Liu

Brand Designer & Web Developer

3+ years in the industry

Client Dashboard

Project Flow

1

Onboarding Call

Project Scope & Objectives

2

Design Call

Theme Style & Content Outline

3

Roadmap Call

Intro To Client Dashboard, Set Tasks & Timelines

4

Profile Directories

Setup MLO / Branch Database

5

Client Dashboard

Approve Design & Assign Tasks

6

Content

Submit Content & Digital Assets

7

Development

Build Demo Site For Client Review

8

Integrations

Connect Reviews, Tools, Forms, Media

9

Pre-Launch

Final QC, Page Redirects, Site Settings

10

Post-Launch

Customer Success & Implementation

Project Overview

LO / Branch Database

Integrations

Content / Pages

Design

How do you manage your MLO / Branch profile info?Ex: Excel, Google Sheets, Custom Database

Notes:

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MLO/Branch Database

What CRM do your loan originators use?

Notes:

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INTEGRATIONS

CRM

How do you collect and showcase company reviews?Ex: Experience.com

Notes:

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INTEGRATIONS

Review Engine

What service do you use for your POS / Applications?

Notes:

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INTEGRATIONS

Application/ POS

Do you have custom calculators on your current site?

YES

NO

Notes:

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INTEGRATIONS

Calculators

Do you have a customized Chatbot on your site?

YES

NO

Notes:

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INTEGRATIONS

Chatbot

Will you be including custom analytics or custom audience pixels on your site?

YES

NO

Notes:

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INTEGRATIONS

Pixel/Analytics

Do you want custom feeds from Instagram or Youtube?

YES

NO

Notes:

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INTEGRATIONS

Social Feeds

Do you have other pages that you would like included in your site?

YES

NO

Notes:

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Content

Will we need a custom design?

YES

NO

Does client have their own style guide?

YES

NO

Notes:

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Design

Next Steps

Provide Team Contact Info

Who will FutureOne be working with on this project? Ex: Design, Content, Compliance, Tech…

Setup Design Consultation

Let’s schedule our design and content call to review your custom branding and website goals.

MLO / Branch Directory

Provide your current MLO / Branch databases for us to start building your team directories.