Website meeting · for Briggs · 10/29/26
Your questions,from your seat.
One hour, all seven of us in one room. Nick moderates.The focus is Ask HPM, our client site.Join HPM if there’s time, or a later conversation.Answer ahead if you like. Every answer is optional.
Your seat
Chief Financial Officer. Financial reporting and integrity, cash, budget and forecast, compliance and controls, strategic financial analysis.
Two questions for everyone
1.What are the top three things you want to see on the website?
2.What does the site need to do for your team? Forms, booking, links, logins.
Both sites side by side: the overview.
Things to think about before the meeting
These come from your seat. No need to write anything; just have a view when we meet.
Ask HPM · askhpm.com
Your lens: Whether it pays back, how we prove it, and what the site must never claim.
- What return should the site show, and by when, to be worth the spend?
- How do we trace a website inquiry through to revenue?
- Which money claims must never appear (savings, “free”, “no cost”), and who signs off on them?
- Justin expects you to ask for a Legacy page. Who is Legacy for, and does it belong on the client site, the agent site, or both?
- Open: Where do you see the biggest financial risk or opportunity in these two sites?
Join HPM, if there’s time · joinhpm.com
We get to this only if there’s time; otherwise it gets its own conversation later.
Your lens: Return, controls, and the claims we make to agents.
- What should the Legacy page explain, and what material is approved?
- Which income or earnings claims must never appear on the agent site?
- What return should recruiting through the site show, and by when?
- How do we trace a recruit to revenue over time?
- Open: Where’s the biggest financial risk or opportunity in recruiting through the site?
Thank you, Briggs
Anything you saved has already reached Nick. Whatever you didn’t answer, bring to the meeting. No time set yet. Van is finding one hour that works for all seven of us.