Member and retirement services

Member and retirement services

Organise member information, service explanations and resource browsing. Explain suitability before comparison and the next step.

Organise member information, service explanations and resource browsing. Explain suitability before comparison and the next step.

Content to prepare

Member stages, plan explanations, resource updates, account routes and support. Record sources, update dates and owners and mark missing material explicitly.

From browsing to action

Follow a real task through entry, listing, detail and contact. Explain requirements before enquiries or purchases and validate the same journey on mobile and with a keyboard.

Related practical notes

Organise member information, service explanations and resource browsing into a clear website experience that helps visitors understand the offering and find their next step.

How to choose the right CMS

Practical notes

How to choose the right CMS

Use an article, product and approval as sample tasks. Have real editors author, preview and restore content and record assistance and maintenance costs.

How to choose the right CMS
iGoFar / Editorial

Practical notes

Practical notes

Building a martech stack

Practical notes

Building a martech stack

Map acquisition, content, email, analytics and customer records, including existing tools. Before adding a system, check export, synchronisation and maintenance ownership.

Building a martech stack
iGoFar / Editorial

Practical notes

Practical notes

Plan human review for AI content

Practical notes

Plan human review for AI content

Generating a whole website and then looking for someone to check it encourages a rushed review. Decide beforehand which material is available, which statements need approval and who can publish the result. The draft can then be built around information that is possible to verify.

Plan human review for AI content
iGoFar / Editorial

Practical notes

Practical notes

How to create a digital strategy roadmap

Practical notes

How to create a digital strategy roadmap

Separate current problems, near-term improvements and later experiments, with owners and evidence. Keep the rationale for roadmap changes traceable.

How to create a digital strategy roadmap
iGoFar / Editorial

Practical notes

Practical notes

How to perform a website audit

Practical notes

How to perform a website audit

Sample navigation, copy, images, forms, search and mobile tasks. A successful response establishes reachability, not correct content or behaviour.

How to perform a website audit
iGoFar / Editorial

Practical notes

Practical notes

How to brief a digital agency

Practical notes

How to brief a digital agency

State the business, audience, pages, available material and decision-maker. Clarify budget and timing conditions and identify specific reference sections.

How to brief a digital agency
iGoFar / Editorial

Practical notes

Practical notes

Planning headless CMS content

Planning headless CMS content

Download this editable planning headless cms content to record current work, open questions and owners. iGoFar examples can be adapted to the project.

Digital product design workbook

Digital product design workbook

Download this editable digital product design workbook to record current work, open questions and owners. iGoFar examples can be adapted to the project.

Why conducting a content audit is essential

Practical notes

Why conducting a content audit is essential

Record URL, topic, owner, validity and action. Distinguish duplicates, outdated material and unsupported claims rather than deciding from traffic alone.

Why conducting a content audit is essential
iGoFar / Editorial

Practical notes

Practical notes

Next: Contact iGoFar

Start with your pages, budget and timing.

Contact iGoFar