The kill list

Bellhaven Wealth Advisors · Audit · Deliverable 02
Demonstration document. Bellhaven Wealth Advisors is a fictional firm created to show the format. Every number is illustrative, not a client result.
Build this one first: the interview-to-content engine

Highest hours returned, lowest build effort, and it clears the compliance queue that's blocking everything else.

Ranked by hours returned against build effort

#SystemHrs/wk backBuild effortDepends on
1 Interview-to-content engineOne expert interview becomes a blog post, social series, and email sequence, checked against the compliance rules before a human sees it. 9.5 Small Brand and compliance files
2 Compliance pre-checkDrafts get screened for named clients, performance claims, and specific-advice language before entering the review queue. 8 Small Compliance files (shared with #1)
3 Monthly reporting pullNumbers assembled from your analytics and email platform into the format leadership already reads. 7 Medium Read access to two tools
4 Feedback routingTickets, call notes, and survey text sorted and sent to the desk that owns each one. 6 Medium Ticket system access
5 Channel reformattingOne approved asset reshaped for the remaining channels without a manual rewrite each time. 4 Larger Built on top of #1

Deliberately not on this list

ConsideredWhy it was cut
Automated posting to socialYour CMS scheduler already does it. Paying to rebuild it returns nothing.
AI-generated client emailsCompliance exposure is high and the time saved is under an hour a week. Bad trade.
Chatbot on the websiteYour inbound volume doesn't justify the build or the maintenance yet. Revisit above roughly 40 inquiries a week.
Every item above carries its own build spec in deliverable 03, written so any competent developer can execute it.