Prepared exclusively for Mei Liu and Lotus Health Foundation

Your mission is extraordinary.
Your digital home should be too.

A complete audit of your 75 pages, competitive analysis, and a full rebuild proposal — infrastructure you own, a checkout that converts, and a community platform that grows with you.

75Pages Audited
9Critical Issues Found
60Days Until Transition
30Days to Go Live
01 — Site Audit

What's broken — and what's worth keeping

You have 75 pages — many imported from Squarespace — living inside someone else's platform account. We audited the full site, the checkout experience, and the underlying infrastructure. Here's what we found.

📋

The 75-Page Situation

Your site has grown across three lifecycles — Squarespace origin, agency import into GHL, and ongoing additions. Not all 75 pages are equal. Some are excellent content that should be elevated. Others are legacy placeholders or duplicates. As part of the rebuild, we will conduct a full page-by-page triage with you and Mei to determine what gets migrated, consolidated, or retired.

Keep and Elevate Redesign and Migrate Consolidate Retire New Pages Needed
PROBLEM 01

Checkout Asks Everything at Once

All four ticket types — Symposium ($397), Virtual ($97), CME add-on ($150), Gala ($89) — are displayed simultaneously with no decision path. Buyers must self-calculate without guidance. This is where your analytics show abandonment, and it is the most urgent fix with your April event approaching.

PROBLEM 02

No Urgency Signals at Point of Purchase

The event is April 9-10, 2026 — days away. There is no countdown timer, no seat-availability indicator, and no deadline language on the checkout page or symposium landing page. Visitors who do not buy today feel zero pressure to buy tomorrow.

PROBLEM 03

Donation Link Goes to a Raw Stripe URL

Your homepage donate button sends visitors to a bare Stripe payment link. No branded page, no impact statement, no donor follow-up flow, no CRM capture. Every donation disappears into a transaction with no relationship-building on the other end.

PROBLEM 04

Your Entire Platform Is Someone Else's Account

All 75 pages, every form, every automation, your email list — they live in your current agency's account. The 60-day notice is a warning that your entire digital infrastructure could go dark at the transition if you do not act. You need to own your platform before the clock runs out.

PROBLEM 05

No Abandoned-Session Recovery

Visitors enter the checkout, hesitate, and leave — permanently. There is no SMS or email sequence to bring them back. No 15-minute text, no 24-hour nudge, no 72-hour final reminder. Every non-purchase is a closed door with no recovery path.

PROBLEM 06

Hero Section Leads With Philosophy, Not Action

The opening headline is a beautiful metaphor — but it gives a first-time visitor no clear next step. People do not know within the first scroll whether to register, donate, learn, or join the community. The page needs a clear primary action above the fold.

PROBLEM 07

Mobile Checkout Is Overwhelming

On mobile, the checkout page stacks a country dropdown, billing address block, all ticket items, and a payment form in one unbroken scroll. Mobile users — your largest audience — are experiencing the worst version of your purchase flow.

PROBLEM 08

Community Is a Feature, Not a Destination

You have a real, active online community — but it lives at a separate URL, is mentioned once on the homepage, and has no clear growth engine tied to your events or email list. Your community should be the gravitational center of your site.

PROBLEM 09

Social Proof Is Buried and Slow

Testimonials are embedded via a third-party Whova widget deep in the symposium page — slow to load, difficult to read on mobile, and invisible to anyone who does not scroll that far. The trust signals you have earned from past attendees are doing no work at the top of your funnel.

02 — Competitive Intelligence

Where you stand in the landscape

Rochester, MN is Mayo Clinic's backyard — a health-literate, high-income audience that interacts with enterprise-grade digital experiences every day. Here is the gap.

Current State

Lotus Health Foundation Today

  • Platform owned by another agency — not portable
  • Paying $297/mo with no direct platform access or control
  • 75-page site with no clear strategy or page ownership
  • Checkout flow creating confusion at point of purchase
  • No automated follow-up for non-buyers or lapsed donors
  • Community is siloed, not integrated into the main journey
  • Raw Stripe link for donations — no CRM, no relationship
  • 60-day clock with no current migration plan in place
With RMS and SuRJ

Lotus Health Foundation Rebuilt

  • Cloudflare-hosted site — faster, more capable, fully owned
  • Same $297/mo — but YOUR account, YOUR platform
  • 75-page audit and intentional structure — every page has a purpose
  • Step-by-step guided checkout with one clear total
  • Automated SMS and email recovery for every abandonment
  • Community at the center — SuRJ Memberships and GoKollab
  • Branded giving page with donor flow and tax receipt automation
  • Fully live in 30 days — 30 days ahead of your deadline
The $297 Reframe

You are already paying $297 per month to run on the same platform we use. The difference is that right now, you are renting space in someone else's house. With RMS, that same investment gives you your own house — an account in your name, automations you understand and control, and a team accountable to your mission. The price stays the same. The ownership changes completely.

03 — Solution Stack

Your new digital foundation

Everything runs on SuRJ — with your site hosted on Cloudflare for performance and portability. Forms, automations, and community connect back to SuRJ seamlessly.

☁️

Why Cloudflare for Hosting — Not a GHL Site

Your site is built as clean HTML and CSS hosted on Cloudflare's global network. That means it is a fully portable asset — if you ever outgrow us, or want to hand it to someone else, you take the files and go. No hostage situation, no rebuild required. What keeps clients with us are the automations and CRM workflows we build inside SuRJ — because that is where the real value lives.

☁️

Cloudflare Hosting

Your site lives on Cloudflare's global edge network. Fast everywhere, owned by you, no file limitations or code restrictions.

Cloudflare Pages · Custom Domain · SSL
🎟️

Guided Event Checkout

Step-by-step flow: select event first, add CME logically, one clear total. Built in SuRJ, embedded into your Cloudflare-hosted pages.

SuRJ Funnels · DropTheFee Payments
👥

Community at the Core

SuRJ Memberships and GoKollab transforms your site from a brochure into a living community hub — courses, live events, discussions, and member resources.

SuRJ Memberships · GoKollab · Communities
📱

SMS and Email Automation

Abandoned-cart recovery, event reminders, post-event nurture, donor follow-up — automated, tagged, and running 24/7 in SuRJ.

SuRJ Automations · Dedicated SMS Number
💚

Branded Giving Page

Replace that Stripe link with a mission-driven giving experience. Donor tiers, impact statements, automated tax receipts, and full CRM capture.

SuRJ Pages · DropTheFee Processing
🗂️

75-Page Audit and Migration

Every page evaluated, categorized, and migrated with intent. Legacy Squarespace content properly restructured. Nothing lost, nothing unnecessary carried forward.

IA Strategy · Content Audit · Migration

Community is not a feature.
It is your flywheel.

Your real asset is not just the annual symposium — it is the growing community of healthcare professionals and wellness advocates rallying around your mission. SuRJ Memberships and GoKollab give that community a proper home: protected content, live gatherings, member resources, and discussion spaces — all tied to your CRM.

This turns your site from a one-way brochure into an engagement engine that drives event attendance, donor loyalty, and community growth year-round.

🎓

Courses and On-Demand Content

Past conference talks, Petals of Health modules, and educational series — organized inside SuRJ Memberships.

🗣️

GoKollab Community Spaces

Discussion boards, member Q&A, live event rooms — a real social layer built around your 6 Petals of Health.

📅

Monthly Live Gatherings

Integrated calendar and registration for your monthly online events — managed inside the same platform.

🔑

Member Login Portal

A clean, branded login experience accessible from your main domain, seamlessly integrated.

04 — Homepage Redesign

A preview of your new presence

Clear navigation. A conversion-focused hero. A guided checkout experience. And community front and center. Toggle between your existing color palette and a refined dark direction.

🔒 lotushealthfoundation.org
LIGHT

Toggle light / dark above to preview both directions

05 — Implementation Roadmap

Live in 30 days. Ahead of your 60-day clock.

We will request access to your current platform account to audit every automation, form, and sequence before we build — so nothing gets lost in the transition.

01
Days 1-5

Access, Audit and Discovery

Kickoff call with Mei. Owner access requested to current account — we audit every automation, sequence, form, and integration before touching anything. Full 75-page inventory begins. New SuRJ account provisioned in Lotus's name. Cloudflare project initialized.

Platform AuditAutomation InventorySuRJ ProvisioningCloudflare Setup75-Page Triage
02
Days 5-14

Guided Checkout and Payment Integration

New step-by-step event checkout built in SuRJ. DropTheFee payment processing integrated. Bundle pricing logic, CME add-on flow, and urgency signals built. Embedded into the Cloudflare-hosted site. Full mobile QA before anything goes live.

DropTheFee IntegrationCheckout FunnelBundle LogicCountdown TimerMobile QA
03
Days 10-20

Homepage, Core Pages and Donor Experience

Homepage rebuild on Cloudflare — conversion-first hero, community integration, event CTA. Petals of Health, About, and Events pages migrated and elevated. Branded giving page built to replace Stripe link — with impact tiers, donor story, automated tax receipt, and full CRM capture.

Cloudflare BuildHomepage DesignCore Page MigrationGiving PageDonor Flow
04
Days 15-25

Community Layer: Memberships and GoKollab

SuRJ Memberships configured — past conference content organized into courses, Petals of Health modules structured, member portal branded from the main domain. GoKollab community spaces set up with discussion channels mapped to the 6 Petals. Free community opt-in connected to the CRM with automated welcome sequence.

SuRJ MembershipsGoKollab SetupCourse StructureMember PortalWelcome Sequence
05
Days 20-28

Automations Replicated and Enhanced

Every automation from the current account reviewed, rebuilt in the new SuRJ account, and improved. Abandoned-checkout SMS and email recovery sequences built. Event reminder sequences for registered attendees. Post-event nurture with replay links and next-event invitation. Donor thank-you and annual giving follow-up flows.

Automation MigrationAbandoned Cart RecoveryEvent RemindersPost-Event NurtureDonor Workflows
06
Days 28-30

QA, DNS Cutover and Handoff

Full cross-device QA. Custom subdomain routed through Cloudflare. DNS cutover executed. Old agency account documented and decommissioned on Mei's timeline. Full walkthrough with Mei and team. You are live, fully owned, and 30 days ahead of your deadline.

DNS CutoverCross-Device QATeam TrainingDocumentationLaunch
06 — Investment

Simple, transparent pricing

One setup fee. One monthly investment. No agency markups, no surprise invoices. Everything you spend builds infrastructure Lotus Health Foundation owns outright — forever.

One-Time Setup and Build
$ TBD
<
Scoped after our discovery call — website build, automation audit, and community setup are priced separately based on what we find.
  • Cloudflare site build, custom-coded
  • 75-page audit, triage, and prioritized migration
  • Guided event checkout with DropTheFee payment integration
  • Branded giving page and full donor automation flow
  • SuRJ Memberships and GoKollab community setup
  • All current automations audited, replicated, and improved
  • Contact and list migration with full tag preservation
  • Team training and dashboard walkthrough with Mei
Monthly Retainer
$297/mo
Same price you are paying now — but it is YOUR account, YOUR platform.
  • SuRJ platform subscription in Lotus's own account
  • Dedicated SMS number and sends included
  • Email automation and segmented list management
  • Community platform management and new content loading
  • Monthly strategy check-in with Steve
  • New event pages built each cycle
  • Priority support via SMS — (405) 913-1956
  • Annual digital roadmap planning
⏱️

Live in 30 Days

We will have your new platform fully operational in 30 days — giving you a full month of buffer before your current agency account closes. Your community never sees a gap.

🔑

You Own the Site

Your Cloudflare-hosted site is a portable asset. If you ever outgrow us, you take the files and go. The SuRJ automations and CRM are where our value lives — and why clients stay.

Ready to move forward?

Let's build something
your mission deserves.

The clock is ticking. The checkout is leaking. And your community is waiting for a digital experience that matches the real-world impact you create every day.

Let's Build This Book a Call
Or text Steve directly — (405) 913-1956

Ask Steve's AI

SuRJ x RMS Proposal Assistant
Hi Mei! I am here to answer any questions about this proposal — the 75-page migration plan, the community platform, the pricing, or how the new checkout will work. What is on your mind?