Smart Debt Coach Website - Task Breakdown

Generated from: 01-Plan.md
Total Estimated Time: 70-100 hours across 12 phases

Phase 1: Foundation & Infrastructure

1.1: Monorepo Foundation Setup

• Create GitHub repository “sites-monorepo” with proper structure
• Initialize pnpm workspace configuration (pnpm-workspace.yaml)
• Create shared package structure in packages/ directory
• Set up comprehensive .gitignore for Node.js, Astro, and Svelte
• Initialize sites/sdc.com Astro project with TypeScript strict mode
• Configure Astro integrations: Svelte and Tailwind CSS
• Test initial build process and ensure no errors
• Set up Cloudflare Pages deployment pipeline with proper build settings
• Verify deployment works with basic “Hello World” site
• Document repository structure and setup process

Dependencies: None
Estimated Time: 6-8 hours
Phase ID: 1.1

1.2: Design System Implementation

• Research and define color palette reflecting financial industry trust
• Generate Utopia fluid typography scale (16px-20px base, 1.2-1.25 scale)
• Generate Utopia fluid spacing scale for consistent layouts
• Configure CSS custom properties in global.css
• Initialize shadcn-svelte component library
• Set up Tailwind CSS integration with custom design tokens
• Create base component library structure
• Define responsive breakpoints and grid system
• Test design system with sample components
• Document design system usage and conventions

Dependencies: 1.1
Estimated Time: 8-10 hours
Phase ID: 1.2

1.3: Core Site Structure & Navigation

• Design site architecture and routing structure
• Create base page layout component (BaseLayout.astro)
• Implement header component with navigation menu
• Create footer component with essential links and branding
• Set up responsive navigation with mobile menu
• Configure Astro routing for all planned pages
• Implement proper SEO meta tags structure
• Set up favicon and basic branding assets
• Test navigation functionality across all breakpoints
• Verify accessibility compliance for navigation elements

Dependencies: 1.1, 1.2
Estimated Time: 6-8 hours
Phase ID: 1.3

Phase 2: Content & Core Features

2.1: Homepage with Mission & Lead Magnet

• Write compelling headline focused on Smart Debt mission
• Create hero section with clear value proposition for US advisors
• Design and implement prominent lead magnet call-to-action
• Write mission statement section explaining Smart Debt philosophy
• Create “For Advisors” benefits section with USP highlights
• Implement trust signals and credibility indicators
• Add cancer pledge section with personal story context
• Optimize homepage copy for financial advisor audience
• Ensure mobile responsiveness and fast loading
• A/B test different CTA placements and messaging

Dependencies: 1.1, 1.2, 1.3
Estimated Time: 12-15 hours
Phase ID: 2.1

2.2: About/Mission Page with Cancer Pledge

• Write comprehensive About page content
• Tell personal story including cancer survival and mission origin
• Explain Smart Debt Coach mission and vision in detail
• Feature the 50% cancer research pledge prominently
• Include professional background and credibility markers
• Add testimonials or endorsements if available
• Create professional headshot and about page imagery
• Optimize content for trust-building with financial advisors
• Ensure SEC/FINRA compliance in all claims and statements
• Test page performance and mobile experience

Dependencies: 1.3
Estimated Time: 8-10 hours
Phase ID: 2.2

2.3: Smart Debt Myths eBooklet Landing Page

• Design dedicated landing page for lead magnet
• Write compelling copy for “Smart Debt Myths” eBooklet offer
• Create benefit-focused bullet points for eBooklet content
• Design and implement lead capture form (Name, Email, Country)
• Add social proof and testimonials for eBooklet
• Create preview or sample content to build trust
• Implement form validation and error handling
• Ensure mobile-optimized form experience
• Add exit-intent or scroll-based form triggers
• Test conversion optimization techniques

Dependencies: 1.3
Estimated Time: 8-10 hours
Phase ID: 2.3

2.4: Lead Capture Integration (Web3Forms + n8n + Sendy)

• Set up Web3Forms account and configure endpoint
• Create n8n workflow to process form submissions
• Configure Sendy email lists for lead segmentation (US/Canada/Other)
• Set up automated email delivery for eBooklet PDF
• Configure EspoCRM integration for lead management
• Test complete lead capture flow end-to-end
• Implement proper error handling and fallback options
• Set up lead notification system
• Configure lead scoring and segmentation rules
• Document the complete lead capture process

Dependencies: 2.3
Estimated Time: 10-12 hours
Phase ID: 2.4

Phase 3: Launch Preparation & Optimization

3.1: SEO Optimization & Analytics Setup

• Research and implement target keywords (smart debt, financial advisors)
• Optimize all page titles, meta descriptions, and headers
• Create XML sitemap and robots.txt
• Implement structured data markup for better search visibility
• Set up Google Analytics 4 with proper tracking
• Configure Cloudflare Analytics for additional insights
• Implement Google Search Console and submit sitemap
• Add social media meta tags (Open Graph, Twitter Cards)
• Test all SEO elements with SEO analysis tools
• Document SEO strategy and tracking setup

Dependencies: 2.1, 2.2, 2.3
Estimated Time: 6-8 hours
Phase ID: 3.1

3.2: Performance Optimization & Testing

• Audit site performance with Lighthouse
• Optimize images for web (WebP format, proper sizing)
• Implement lazy loading for images and non-critical content
• Minify CSS and JavaScript bundles
• Configure Cloudflare caching and optimization settings
• Test site speed across different devices and connections
• Optimize Core Web Vitals (LCP, FID, CLS)
• Implement critical CSS inlining for above-fold content
• Test and fix any accessibility issues
• Achieve target Lighthouse scores (>95 for Performance, SEO, Accessibility)

Dependencies: 2.1, 2.2, 2.3
Estimated Time: 6-8 hours
Phase ID: 3.2

3.3: Content Review & Professional Polish

• Comprehensive review of all website copy
• Ensure SEC/FINRA compliance in all financial content
• Professional proofreading and editing
• Verify all claims and statements are accurate
• Check brand consistency across all pages
• Review mobile experience on actual devices
• Test all interactive elements and forms
• Ensure professional appearance appropriate for financial advisors
• Get feedback from industry contacts if possible
• Make final content refinements

Dependencies: 2.1, 2.2, 2.3, 2.4
Estimated Time: 4-6 hours
Phase ID: 3.3

3.4: Launch Preparation & Domain Configuration

• Configure SmartDebtCoach.com domain with Cloudflare Pages
• Set up SSL certificate and ensure HTTPS enforcement
• Configure custom domain DNS settings
• Test domain propagation and accessibility
• Set up email forwarding for professional communication
• Create backup and disaster recovery procedures
• Prepare launch announcement content
• Configure monitoring and uptime alerts
• Final end-to-end testing of all site functionality
• Launch site and monitor initial performance

Dependencies: 3.1, 3.2, 3.3
Estimated Time: 4-6 hours
Phase ID: 3.4

Task Quality Guidelines

Development Standards

• All tasks must follow SOLID principles and clean code practices
• TypeScript strict mode enforced for all JavaScript/TypeScript code
• ESLint and Prettier configured and followed
• All components must be responsive and accessible (WCAG 2.1 AA)
• Comprehensive error handling for all user interactions

Testing Requirements

• Manual testing on desktop and mobile devices
• Cross-browser testing (Chrome, Firefox, Safari, Edge)
• Form submission testing with various input scenarios
• Performance testing with slow 3G simulation
• Accessibility testing with screen readers

Content Standards

• All content must be appropriate for professional financial advisors
• SEC/FINRA compliance verified for any financial claims
• Professional tone and credibility maintained throughout
• Focus on client-first approach and educational value
• Cancer pledge prominently and respectfully featured

Performance Targets

• Lighthouse Performance score >95
• First Contentful Paint <1.5 seconds
• Largest Contentful Paint <2.0 seconds
• Cumulative Layout Shift <0.1
• Mobile-friendly and responsive design

Parallel Execution Opportunities

Phase 1 Parallelization

• After 1.1 completes: 1.2 and 1.3 can run simultaneously
• 1.3 depends on 1.2 for design system, so should start after 1.2 is well underway

Phase 2 Parallelization

• 2.1, 2.2, and 2.3 can all run in parallel after Phase 1
• 2.4 depends on 2.3 completion for form integration

Phase 3 Parallelization

• 3.1, 3.2, and 3.3 can run simultaneously after Phase 2
• 3.4 requires 3.1, 3.2, and 3.3 completion for final launch

Success Validation

Technical Validation

• All builds complete without errors or warnings
• Lighthouse scores meet target thresholds
• Cross-browser compatibility verified
• Mobile responsiveness confirmed

Business Validation

• Lead capture form successfully captures and processes leads
• Email delivery system works end-to-end
• Professional appearance validated by target audience feedback
• SEO optimization implemented and tracking configured

Strategic Validation

• Smart Debt mission clearly communicated
• US financial advisor audience properly targeted
• Foundation established for future Smart Debt Academy expansion
• Cancer pledge appropriately featured and explained

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Generated using Enhanced APE Pipeline
Ready for: phases.yaml auto-generation and parallel execution with APE