The brief

Heritage AI will launch its market-facing website to commercialize the Heritage Book methodology as a multi-tenant platform, build authority among estate planning firms, RIAs, and wealth advisors, and channel qualified firms into Heritage AI's pilot and licensing pipeline.

The site will mirror the editorial sophistication of contemporary vertical-SaaS launches and inherit proven architectural patterns.

What success looks like

• Establish a vertical-SaaS presence that signals enterprise-readiness to estate planners, RIAs, and BDs.
• Convert qualified firms into platform demos and pilot sign-ups.
• Communicate the multi-tenant Heritage Book platform through structured sub-pages and product video.
• Provide a content engine (blog, insights, resources) the Content Master Agent can fill ongoing.
• Capture qualifying firm data (firm name, role, advisor count, AUM) into Heritage AI's CRM in real time.

Scope of work

3.1   Foundation & design system

• Application of Heritage AI corporate identity: colors, typography, motion, imagery.
• Component library and accessibility pass (WCAG 2.1 AA).
• Responsive breakpoints across mobile, tablet, desktop, ultrawide.
• SEO-ready meta architecture, OpenGraph, schema.org markup.

3.2   Core pages

3.3   SEO, GEO, analytics, performance

• Clean on-page SEO so Google surfaces Heritage AI for the right queries.
• GEO-ready so AI search cites Heritage AI as a source.
• Conversion tracking with every demo request, form, and download counted.
• Fast loads, stable layout, low input lag.
• US-compliant cookie consent banner.

3.4   Editorial CMS

• Lightweight /admin for the Heritage AI team to manage blog posts, pricing tiers, pilot results, and team members without engineering involvement.

3.5   Launch & monitoring

• Domain and DNS migration.
• Pre-launch QA across browsers and devices.
• Production deployment and post-launch monitoring.

Out of scope

Six weeks to launch

What Heritage provides

For Supernal to start at full velocity, Heritage AI provides the following in week 0 to 1. Any delay extends the timeline day-for-day. Several items may already exist within Supernal's stack from prior Heritage work. We will inventory what is reusable in week 0 and only ask Heritage AI to provide the gaps.

6.1   Engagement & approvals

• Single named approver to sign off on design and content.
• Weekly 30-minute review call during build.

6.2   Brand & visual

• Heritage AI logo files (SVG and PNG with transparent BG, light and dark variants), independent from Heritage Strategies parent brand.
• Brand guidelines: colors, typography, voice, do and don't.
• Photography: founder and advisor headshots (production-grade), product environment imagery.
• Product screenshots (de-identified) and short product or screen-recording walkthroughs with approved transcripts.
• Pilot firm logos (with written display consent) and quotable pilot outcomes.

6.3   Content & copy

• Company narrative: mission, why-now, founding thesis.
• Platform feature descriptions for each service tab (one paragraph plus 3 to 5 bullets per feature).
• Founder, advisor, and sales-team bios (50 to 80 words each) and roles.
• Three to five testimonials with attribution rights, plus 1 to 2 anonymized pilot stories.
• Milestone numbers: firms onboarded, books shipped, capital under guidance.
• Press mentions (publication, date, link) and any awards.
• Pilot results: firm name with consent, time-to-first-book, books shipped, retention impact.
• 10 to 15 prioritized FAQs covering platform, security, pricing, onboarding.
• One seed blog article, or a topic and bullet outline (Supernal can ghostwrite as Change Order).

6.4   Operational access

• Domain registrar and DNS admin access.
• Heritage AI CRM credentials (separate instance from Heritage Strategies) and field mapping.
• ESP credentials and approved sender domain.
• Calendar booking tool account.
• Slack workspace access for sales-lead notifications.
• Google Workspace admin contact for GA4 setup.

6.5   Legal

• Privacy Policy, Terms of Service, MSA / Sublicensing template, Accessibility Statement, drafted by Heritage AI's counsel.
• Cookie consent text approved by counsel (CCPA).
• Data processing addendum, if required.

Pricing