Sales Asset Refinement Checklist
Last updated: 2026-03-18
Monthly Review (15 minutes)
- Run banned term scan across all resource pages (
grepfor 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=truestill 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
| File | Purpose |
|---|---|
solanasis-site/src/layouts/PrintLayout.astro | Dual-mode layout (web + print) |
solanasis-site/scripts/generate-pdfs.mjs | Playwright PDF generator |
solanasis-site/src/pages/resources.astro | Resources hub (9 entries) |
solanasis-site/src/pages/partners.astro | Partner/referral kit |
solanasis-site/src/pages/resources/internal.astro | Internal cheat sheet (noindex) |
solanasis-site/src/lib/constants.ts | BOOKING_URL, CTA_TEXT, SITE_URL |
solanasis-site/content-style-guide.md | Voice, terminology, positioning rules |
solanasis-site/public/downloads/ | PDF output directory |
solanasis-site/tests/e2e/resource-pages.spec.ts | 46 resource page E2E tests |