Client
InvestorHQ
Project
CRM Build & Automation
Platform
Custom InvestorHQ Platform
Agency
NXAI
Prepared by
NXAI Team
Good progress this week on our end — email is configured, business info updated, team users set up, and landing pages adapted to your brand kit. We're actively building the AI system. However, the project has outstanding blockers that need your attention: the SMS/Text compliance documents have not been received, which means SMS cannot go live; your review of the SMS & email templates and pipelines is still outstanding; and feedback on the landing page theme (V1 vs V2) is pending. We need all three resolved — please get everything back to us by Wednesday 27 May, 4:00 PM. Details below.
📍 Project Progress
Stage 1 · Complete
CRM Foundation
- CRM sub-account configured
- 4 sales pipelines (48 stages)
- 70 custom contact fields
- 87 smart tracking tags
- 3 booking calendars
- Email domain configured
- Business info updated
- Team users set up
Stage 2 · 75% Complete
Pages, Content & AI
- 5 landing pages built & branded
- 9 lead capture forms
- Email & SMS templates drafted
- 3 automated journey flows
- AI system — in progress
Stage 3 · Up Next
Go Live
- Live domain connection
- End-to-end flow testing
- Ad tracking integrations
- Team walkthrough & handover
- Go-live sign-off
✅ This Week's Updates
✓ Email configured
✓ Business info updated
✓ Team users set up
✓ Landing pages branded
⚙ AI system in build
Email Configuration
Sending domain is verified and connected. All automated emails — investor follow-ups, partner onboarding, developer enquiries — now send from your branded address with full deliverability.
Business Info Updated
Company name, address, phone, website, and timezone are all set across the platform. Footer details and sender profiles now reflect InvestorHQ correctly in every outbound message.
Team Users Updated
User accounts are created and assigned with the correct roles and permissions across the platform.
Landing Pages — Brand Kit Applied
Landing pages are ready. 2 versions of the main landing page have been built based on the InvestorHQ brand kit — awaiting your feedback on which direction to go. A further 3 pages (Channel Partner, SMSF Investor, Developer Partner) are ready in draft form; once the main theme is finalised, they will be migrated to match.
Main Landing Page — 2 Versions (Awaiting Feedback)
Work in Progress — Pending Theme Finalisation
AI Voice System
A voice-based AI system is being built for InvestorHQ. This is a significant capability — more details will be shared once the build reaches demo-ready stage.
AI Voice System — In Active Build
A voice-based AI capability is being developed specifically for InvestorHQ
In Build
- Voice-based AI system — designed to engage and assist leads through spoken interaction
- Built specifically for the InvestorHQ platform and contact types
- A full walkthrough and demo will be shared once the system reaches a testable stage — more details to follow
🚨 Project Blocker — Action Required
Documents required by Wednesday 27 May, 4:00 PM — SMS cannot go live without these.
Blocking
SMS/Text Compliance Requirement — Documents Not Yet Received
Outstanding
We have not yet received the SMS/Text compliance registration documents from InvestorHQ. These documents are a mandatory requirement from Australian carriers before any SMS can be sent through the platform. Without them, all SMS automation is inactive — no automated text messages will be delivered to leads, partners, or developers, regardless of how the workflows are configured.
Documents Required To Get Your Business Approved
- Business Name: Commercial Registrar
- Business ID: ABN
- Business Address (proof of address): Utility bill, rent receipt, tax notice, etc.
⏰ Deadline: Wednesday 27 May 2026, 4:00 PM — please send all documents through by this time so we can submit your compliance registration without further delay.
This is directly holding up go-live. SMS cannot be activated, tested, or handed over until the compliance documents are submitted and approved. Please prioritise sending these through before the deadline above.
⏳ Pending — Awaiting Client Review
3 items built and ready. Please review and respond by Wednesday 27 May, 4:00 PM.
Awaiting You
Landing Page Theme — V1 vs V2 Feedback
Client Action
Two versions of the main landing page are ready based on your brand kit. We need your feedback on which version to go with before the remaining 3 pages (SMSF Investor, Channel Partner, Developer Partner) are migrated to match. Preview both versions using the links in the section above and let us know your preferred direction — or flag any changes needed.
⏰ Deadline: Tuesday 26 May 2026, 2:00 PM — please send your V1 or V2 preference by this time so we can finalise and migrate the remaining pages.
SMS & Email Templates Review
Client Action
All email and SMS templates across the three automated journeys (Investor Acquisition, Channel Partner Onboarding, Developer Enquiry) are drafted and live in the platform. We need your review and approval before these go active. Please check the copy, tone, and timing — flag any changes or confirm they're good to go.
⏰ Deadline: Tuesday 26 May 2026, 2:00 PM — please confirm or flag changes to the templates by this time so we can activate the journeys on schedule.
Pipeline Review
Client Action
All 4 sales pipelines (Investor, Developer, Channel Partner, Onboarding — 48 stages total) are configured and live. Your review is pending. Please walk through the stage names and flow logic to confirm they match how your team actually works — any renames, additions, or removals should be flagged now before go-live locks them in.
🚀 What's Coming Next
💬 Your Feedback
One form — cover everything in a single submission
Share thoughts on the branded landing pages, templates, team setup, or anything else. You can also flag any changes needed or give us a thumbs up to confirm things look right — all in one place.