Website Development

This is a fairly simple job with a full set of requirements attached. Please read them carefully and only bid if you are confident that you can have this done in 7 calendar days. ## Deliverables Choice leads - Sales and Support Site The Choice leads program will require a front-end site and back end application to support the sale of generated leads that are developed through a network of lead development sites across a wide range of business segments and across a broad geography. These lead generating sites currently exist and are generating enquiries but as of this moment those leads are not being effectively monetized. The primary purpose of this project is to implement a mechanism that delivers these leads to clients that have agreed to a lead acquisition package. This mechanism will include a Front Facing site and a back end processor. The site and supporting application will require the following functionality in order to deliver the intend goal: 1. The site is primarily an e-commerce site that will sell lead packages to marketers. To this end the site will deliver a selling proposition and a mechanism to complete a purchase. It may be advantageous to have various versions of this front end site that will deliver a sales message for specific market segments; say Lawyers, Insurance Agents, Real Estate Agents, etcetera. However, this will just be wrapping so to speak. The site functionality will remain the same regardless of the market segment. The database sitting behind each choice leads site will have one portion that contains the contact details and these will be consistent across all of the choice leads sites. Each will also have a unique portion of the database that will contain site specific information that will be collected based on the type of lead that site generates. 2. Once a sale has been made the site must provide account management functionality that will allow a client to receive the leads they have purchased, track the number of leads they have received and to gain access to lead files that can be downloaded. This section of the site will be password protected so when a client purchases a choice leads package they must be provided with unique sign in details. 3. The site also needs to provide real-time delivery of the leads that are generated on behalf of specific clients via e-mail notifications. Where a site has multiple clients the site will deliver leads on a rotating basis. These three elements are the "Front Facing" functions that must be delivered. In addition to these there are a number of "Back Office" functions that will be required. These functions will also be accessed via the Front Facing site but will sit behind password protection and a hidden link. 1. Account management, where a client account is defined and the packages they have purchased are identified will provide the product delivery functionality. In this section you will be able to update any of the client information as well as modify the count of the records delivered on a specific order. We also need to add functionality that allows a client to change their password a we need a reminder function via a registered e-mail account should they forget their Id or password. 2. Lead source management is a set of functions that will link the various choice leads sites that are generating the leads that will be sold. This is a split function that will require a dynamic communications link between each of the choice leads sites and this back office process. 3. Lead cleansing will be needed to both ensure the elimination of duplicates and to clear out incomplete leads or bogus leads. If the choice leads sites are doing a good job of verifying minimum information is being collected then the issue of incomplete leads can be eliminated from this end of the process. Clearing out bogus leads will be an ever evolving process where we begin to collect typical junk entries and use that information to filter out future entries that share these bogus attributes. 4. Lead distribution will deliver the leads being generated by an individual choice leads site to specific clients that have contracted to receive those leads. Where multiple clients have signed up with a specific site the leads will be delivered on a rotating basis. Delivery will be accomplish both in real-time via e-mail notifications and on a request basis as a download function that delivers a CSV file with all of the deliverable leads for a specific client. 5. Client accounting will recognize the quantity of leads that have been paid for and track the actual number of leads that have been delivered against that quantity. As part of this functionality the application will be required to deliver account notifications at regular intervals that keep the client informed of what they have received against their contract and offer opportunities to renew or increase their order quantity. 6. The application also needs to maintain an inventory of choice leads sites both existing and new, and the associated leads they are generating so that the sales team and the Front Facing application can effectively market these opportunities. 7. All of the leads collected by the individual choice leads site need to be merged into a single database for future marketing applications. These back end functions, combined with the Front Facing functions represent the complete processing package. To accomplish the implementation of the functionality the following will be required. 1. Each choice leads site needs to be modified to adopt the common database structure and to link that structure to the back end application. 2. As part of this process the specific additional fields that will be collected as part of the lead will need to be added to the database structure. 3. Edit criteria needs to be added to the form to ensure both minimum and accurate information is being collected. Where possible, auto-complete should be used. As an example, when a prospect enters a zip code the form should automatically fill in the remaining portions of the address. The data for doing this is available for purchase. It's also possible to compare the area code to the address. While there are multiple valid values there are far more that can immediately be recognized as invalid. Again, this data is available for purchase. 4. A table of clearly bogus names will be linked here and queried to eliminate as much spam as possible. There are a number of source we can use to create a starting point for this list. <[login to view URL]> is one such source. However, this will be an evolving list so we will need a simple mechanism that allows us to apply regular updates across all of the choice leads sites. 5. Once a choice leads entry is accepted the following will occur: a. The record is to be distributed to an active client contract based on the next client in the rotation. b. That client is to receive an email with the lead details. c. That lead is to be posted to the central database and to the client specific leads table. d. The client order record needs to be updated so the count of delivered records is correct. e. The database is to be updated to flag the next client in the leads cycle. 6. A new template site for choice leads sales is required. This site will have 4 main pages defined as a Joomla template where all of the page elements can be changed but the layout of those elements remains constant. a. Home Page - selling proposition b. Order Registration Page - Orders are placed here for one of 3 packages. c. Payment Page - This will be implemented using one of the available shopping cart applications. We will need to purchase a license and set up merchant accounts into which payments will be received. d. Order Confirmation Page - This is also part of the shopping cart application. e. Client Page - This is our page where the current contract details will be displayed and the clients file or files will be available for download. This is a secured section of the site. 7. When the client registration is completed the Client table is populated. 8. When the order is placed the order table is populated and that record is marked as pending. 9. When the payment process is complete the order record is marked as active. 10. This client is added to the end of the rotation for lead distribution. **Lead Pricing table and update process:** We need to add the following functionality to the requirement. The table that lists the choice leads websites needs to be expanded to include the following fields: Lead Type - Text field Geography - Text field Level 1 Price - Currency Level 2 Price - Currency Level 3 Price - Currency The front facing process, on the sign up page will need to recognize the site the customer has selected when they are going to register and the pricing from the table needs to be displayed. I will provide the art for the sign up process shortly. We need a back end process that will allow our internal users to update the pricing for existing choice leads sites. Here are the pages for the sign up. Just a few simple notes that apply to page 2. The location field should be preloaded with the city that has been entered on page 1. The practice areas are as follows: Lawyers - Divorce, Estate, Bankruptcy, Personal Injury Real Estate - Buyers, Seller, Both Mortgages - Refinance loans. First time home buyer loans, Equity Loans, All Three There is one final page in the process stream that you will need to add as you integrate the shopping cart to collect the payment details. We want to include Visa, Mastercard, American Express and Paypal. Page 2 will eventually become Practice specific. In other words, depending on where they are coming from this will be specific for lawyers, real estate agents or mortgage brokers. Please keep that in mind as you do the coding. **Site Propagation** The front end sites that are collecting our leads will need a function that allows us to quickly and automatically create new sites. For example, I have a site named [[login to view URL]][1] and I now want to create a new site called [[login to view URL]][2]. I need an interface that will allow me to put the new site name in along with the details that are required for the choice leads site inventory table and then have a module that creates a new and complete site copy for this new site. There are only a few changes to the content of the site that will be flagged in an attached PDF. The account access details will be provided to the successful bidder.