Two of my most recent postings ("Moving to the Cloud for My CRM," and "Should I Keep My Office, or Move Back Home?") discussed my moving my office to my new home and the new Website under development. This week, I'd like to elaborate on the latter.
There a many benefits of having a well designed Website. Our first site was a self-built template. Even though it was lacking many bells and whistles, because we designed it ourselves, it forced me to write the text for it. The next iteration was developed by a startup company and was an improvement over the first effort, but lacked certain features. Now we have hired a professional to design a dynamic site which is designed to foster return visits.
Here are some of the items I plan to include.
Client Portal
With this, clients can log in and link to their accounts with TradePMR. They will also be able to link to NetDocs (at least that's the plan so far) to view any documents I have posted. These documents may include performance reports, financial plans, client agreements, etc. I will also have webinar capabilities.
Videos
I am slowly learning how to record whatever is on my computer screen and post it as a video to the site. I also have a Web cam, but have to admit, like the previous item, I'm scaling the learning curve. The bottom line is that when someone visits a Website, they are much more likely to watch a video than read a long string of text. Therefore, I would like to make this as easy as possible. I will have to spend some time developing the right content, but in the end, if I do it well, it will catch a visitor's attention and keep it.
Questionnaires
