Sales Asset Refinement Checklist

Last updated: 2026-03-18


Monthly Review (15 minutes)

  • Run banned term scan across all resource pages (grep for em dashes, “genuinely”, “seamless”, “frictionless”, “SMBs”, “audit”, “Resilience Checkup”)
  • Verify all 8 PDF download links return 200
  • Verify all short URLs redirect correctly (once configured)
  • Check Umami analytics: which resource pages get the most traffic?
  • Review any new blog posts for cross-links to resource pages
  • Spot-check 1 PDF for rendering quality (fonts, page breaks, footer)

Quarterly Review (1 hour)

  • Re-read all resource page copy for freshness and accuracy
  • Check regulatory dates: Is the Reg S-P June 2026 deadline still in the future? (After June 2026, update language from “deadline approaching” to “now in effect”)
  • Review team bios for accuracy (new team members, new credentials)
  • Check pricing: Is 7,500 for foundations still accurate?
  • Check partner terms: Any changes to referral percentages or caps?
  • Regenerate all PDFs if any content changed: node scripts/generate-pdfs.mjs
  • Run full E2E suite: npx playwright test --workers=2
  • Update internal cheat sheet (resources/internal.astro) if any assets changed

Content Pipeline (Ongoing)

  • Vendor risk management guide (referenced in resources.astro “coming soon”)
  • AI governance guide (referenced in resources.astro “coming soon”)
  • Case studies as real engagements complete
  • Industry-specific blog posts should link to the relevant vertical assessment page
  • Update assets-cheat-sheet.md whenever a new asset is added

A/B Testing Candidates

  • Assessment overview headline (current: “Your Cybersecurity Controls Look Fine on Paper…“)
  • CTA button text (“Book a 30-Minute Intro Call” vs “Schedule a Free Consultation” vs “Let’s Talk”)
  • Capabilities brief structure (problem-first vs services-first)
  • Resource hub layout (featured resource prominence, category ordering)

Technical Maintenance

  • If Astro or Playwright major version updates, re-test PDF generation
  • If Cloudflare adapter changes SSR behavior, verify ?print=true still works
  • If Google Fonts CDN changes, verify print layout fonts still load
  • Monitor PDF file sizes (should be < 500KB each; compress images if needed)
  • PDF generation command: cd solanasis-site && node scripts/generate-pdfs.mjs
  • Single PDF regeneration: node scripts/generate-pdfs.mjs [slug]
    • Available slugs: assessment-overview, ria-assessment, estate-assessment, foundation-assessment, capabilities-brief, partner-kit, faq-sheet, reg-sp-guide

Key File Paths

FilePurpose
solanasis-site/src/layouts/PrintLayout.astroDual-mode layout (web + print)
solanasis-site/scripts/generate-pdfs.mjsPlaywright PDF generator
solanasis-site/src/pages/resources.astroResources hub (9 entries)
solanasis-site/src/pages/partners.astroPartner/referral kit
solanasis-site/src/pages/resources/internal.astroInternal cheat sheet (noindex)
solanasis-site/src/lib/constants.tsBOOKING_URL, CTA_TEXT, SITE_URL
solanasis-site/content-style-guide.mdVoice, terminology, positioning rules
solanasis-site/public/downloads/PDF output directory
solanasis-site/tests/e2e/resource-pages.spec.ts46 resource page E2E tests