Technology Partner Progress Report
Seven Star Group Progress Report
This report provides a milestone-based update on the current active delivery scope under the fractional technology partner engagement. The present reporting cycle covers the CRM & Lead Pipeline and Website Content & SEO workstreams, together with weekly activities completed, month-to-date hours utilised, and any ad hoc support completed during the reporting period.
Executive Summary
Work completed this week
Summary of tasks progressed during the reporting period, together with weekly and month-to-date hours for the current month.
Weekly activity summary
Tasks worked on
| Task worked on | Workstream | Status | Hours |
|---|---|---|---|
| Website fixes and mobile navigation — repaired the mobile menu so the Services sub-pages (calculators and guides) open correctly on phones; developed and staged the fix as a small plugin with rollback kept | Website Content & SEO | Completed | 2.50 |
| Calculator v2 redesign — rebuilt the MM2H total cost calculator page design and worked through staging versions of the new layout for review | Website Content & SEO | In Progress | 1.50 |
| Search Console coverage — worked through the pages Google was not indexing, submitted the remaining URLs for indexing and confirmed coverage on priority pages | Website Content & SEO | Completed | 0.50 |
| Weekly SEO report — first automated weekly report produced (traffic, search clicks, indexing checks); calculators and the new article confirmed live in Google | Website Content & SEO | Completed | 0.75 |
| Platform upkeep — automation runs reviewed (reminder engine, follow-up scheduler, lead capture), weekly content research pack prepared, systems health checks all green | Platform Support | Ongoing | 0.75 |
| WhatsApp and Meta account operations — managed the 5 WhatsApp inboxes; 18 new conversations this period (16 MM2H Assistance, 2 Seven Star Concierge) with enquiry routing and auto-replies kept running smoothly | Platform Support | Ongoing | 1.00 |
| Website requests — implemented the July requests (FREE wording, fonts, trust signals, calculator column on sevenstargroup.my) and restored the calculator layout on 17 Aug as requested | Website Content & SEO | Completed | 1.75 |
| WhatsApp setup — two new WhatsApp numbers added with Meta approvals, inbox renaming and team permissions, plus enquiry forms now emailing hello@sevenstar.group automatically (July, before the engagement started) | Ad Hoc Support | Completed | 3.50 |
| WhatsApp operations (previous period) — managed the 5 WhatsApp inboxes including MM2H Assistance live conversations, migrated conversations and routing, Meta number approvals and re-verification with your team; reconstructed from platform records Jul 18 to Aug 28 | Platform Support | Ongoing | 4.75 |
Routine support covers keeping the current WhatsApp inbox and automation tools running: uptime checks, connection checks, error review, small fixes and follow-up verification.
Hours summary
Current month position
| Total hours this week | 7.00 hrs |
| Month-to-date hours (September) | 28.00 hrs |
| Hours allocated | 16-24 hrs/week (trial) |
Pacing vs agreed engagement plan
16–24 hrs/week suggested
Suggested fractional capacity: 16–24 hrs/week (2–3 working days equivalent, per the trial plan). This week: 7.00 hrs — below the band; a lighter week spent on website fixes and upkeep, with the client-facing build items now waiting on the outstanding inputs listed below. Trial cumulative: 42.75 hrs (RM 3,206.25 of the RM 3,500 monthly cap). Pre-agreement ad-hoc 5.25 hrs (July) billed together with the next invoice.
Workstream 01
CRM & Lead Pipeline
Project objective
Replace scattered Google Sheets and manual tracking with one unified CRM environment where lead, client and communication records are captured more consistently, segmented appropriately, connected to automation workflows, visible through practical dashboard reporting, and progressively supported by AI-assisted functionality, testing, training and handover.
| Sub-objective | Weight | Status | Scope |
|---|---|---|---|
| CRM foundation, data structure and server setup | 40% | In Progress | CRM software installed (Twenty CRM) with reminder system live and audited against the proposal; live client Submission Tracker loaded (74 members / 39 families) with 360° profiles, and the client data collection form in active use. Remaining: completion of role-based access setup. |
| Data migration and channel integration | 20% | In Progress | First live dataset (full Submission Status Tracker) migrated into the CRM data model. Remaining: lead-sheet exports, WhatsApp inbox connection to the client system, and enquiry capture validation. |
| Segmentation and automation setup | 20% | In Progress | Lead scoring switched on, client grouping rules, first automated follow-up sequences, lifecycle and marketing triggers, and email channel setup. Compliance checks running live; remaining automation to follow. |
| Dashboard and AI assistant layer | 10% | In Progress | Weekly summary dashboard for new leads, status changes and deadlines, plus AI assistant capability for portfolio summaries and natural-language queries. Family health dashboard live. |
| Testing, amendment, training and handover | 10% | Not Started | Testing, feedback incorporation, amendment cycle, training, walkthrough, handover guidance, and team Q&A support. |
| Ref. | Detailed milestone / task | Status | Note |
|---|---|---|---|
| 1 | Install and configure CRM software on server | Completed | Twenty CRM deployed; RMS reminder system live on it. |
| 1 | Define CRM structure aligned with Seven Star lead and client journey | In Progress | 360° dashboard fields built and audited vs proposal; gaps mapped. |
| 1 | Map required fields from existing sheets and live channels | Completed | Full Submission Status Tracker mapped and loaded; 35-column layout handled. |
| 1 | Define pipeline stages and role-based visibility | In Progress | Calculator enquiry capture built and being tested; stage definitions drafted against the real enquiry flow. |
| 1 | Prepare import structure and data hygiene approach | Completed | Deduped import script; passport-level duplicate checks in place. |
| 2 | Extract and prepare existing lead data sources for migration | Completed | Client tracker received and normalised for import. |
| 2 | Import initial data set into CRM | Completed | 74 client members across 39 families now live in the CRM. |
| 2 | Connect the WhatsApp inbox to the client system so enquiries create records automatically | Not Started | |
| 2 | Validate inbound lead capture and record creation | In Progress | Secure enquiry capture live on the website; automatic creation of client records is in testing with the data provided. |
| 3 | Confirm lead scoring framework and segmentation categories | In Progress | Hot, Warm, Cold, Potential, Dormant. |
| 3 | Configure segmentation rules within CRM | Not Started | |
| 3 | Build the first automated follow-up sequences | In Progress | Compliance checks and client follow-up scheduling running live; enquiry email alert issue under fix. |
| 3 | Prepare lifecycle trigger templates | Not Started | Birthday, anniversary, passport expiry, MM2H approval, endorsement countdown, visa renewal, property interest follow-up, client check-in. |
| 3 | Prepare marketing trigger templates | Not Started | Newsletter, property market update, festival greetings, re-engagement campaign. |
| 3 | Configure sending email and related setup items | Not Started | hello@sevenstar.group |
| 4 | Define dashboard requirements and reporting fields | Not Started | |
| 4 | Set up summary views for new enquiries, status changes and deadlines | In Progress | Family health dashboard with expiry scores and action queue live, now tracking real client data. |
| 4 | Set up an AI assistant for portfolio summaries and everyday questions | Not Started | |
| 4 | Validate dashboard and assistant outputs | Not Started | |
| 5 | Conduct end-to-end workflow testing | Not Started | |
| 5 | Incorporate client feedback and amendments | Not Started | |
| 5 | Prepare training material and walkthrough guidance | Not Started | |
| 5 | Deliver training and Q&A session | Not Started |
Workstream 02
Website Content & SEO
Project objective
Establish a structured content and website improvement workflow that captures Seven Star's writing style more accurately, supports article and newsletter production, improves website readability and trust presentation, applies practical SEO fundamentals, and builds a repeatable content engine together with review, amendment and handover support.
| Sub-objective | Weight | Status | Scope |
|---|---|---|---|
| Voice capture and content planning | 25% | In Progress | Review of past written materials, Seven Star writing DNA profile, topic pipeline, and content interview workflow. |
| Initial content production and newsletter setup | 25% | In Progress | First article workflow, first two content pieces, review and refinement cycle, and newsletter template setup. |
| Website improvement and Google visibility | 30% | In Progress | Full backup taken before changes; header menu, footer and Services page updated, every change reversible. Site wide visibility clean-up completed Sep 13; mobile menu fix and Google indexing coverage push completed this week; calculator page redesign in progress; first automated weekly SEO report delivered. |
| Content engine development | 10% | In Progress | Repeatable monthly content workflow, blog adaptation, LinkedIn version, newsletter section, and social snippets. |
| Testing, amendment, explanation and handover | 10% | Not Started | Review cycle, amendments, final refinements, explanation of process, walkthrough, and Q&A support. |
| Ref. | Detailed milestone / task | Status | Note |
|---|---|---|---|
| 1 | Review past newsletters and written materials | In Progress | Awaiting the 5-10 past newsletters from client (input request open). |
| 1 | Define writing tone, style and messaging framework | In Progress | |
| 1 | Build topic pipeline covering founder story, MM2H vs PVIP, relocation, property investment, wealth, cost of living, endorsement guidance and education | In Progress | Pipeline now fed weekly by real expat discussion mining (Reddit) plus data-led research. |
| 1 | Structure interview and voice-input workflow | In Progress | Weekly interview-style question sets being produced for founder topics; voice capture pending past newsletters. |
| 2 | Draft first article using agreed workflow | In Progress | First data-led article (Real Cost of Moving to Malaysia 2026) drafted and published to the live site. |
| 2 | Refine article based on review comments | Not Started | |
| 2 | Draft second article or content piece | In Progress | Topic options mining live; first pieces in EN and ZH being produced. |
| 2 | Prepare newsletter template | Not Started | |
| 3 | Review priority website improvement areas | In Progress | Navigation, footer and Services page priorities identified from live site review. |
| 3 | Implement content layout and readability improvements | In Progress | Mobile menu fix completed so calculator and guide sub-pages open on phones; calculator page redesign staged for review. |
| 3 | Incorporate trust signals such as Google reviews and star ratings | Not Started | |
| 3 | Apply page titling, keyword alignment and page-to-page link improvements | In Progress | Completed site wide Sep 13: clean page titles and headings, image descriptions on ~195 images, preview cards when shared on WhatsApp and social media, information structured so Google reads it correctly. |
| 3 | Apply SEO fundamentals to new content and priority pages | In Progress | All 40 pages submitted to Google; indexing coverage push completed this week and priority pages confirmed live in Google via the first weekly SEO report. |
| 4 | Structure repeatable monthly content workflow | In Progress | Two-piece weekly cadence configured: one data-led, one Reddit-mined; weekly interview-question pack ready. |
| 4 | Prepare blog, LinkedIn, newsletter and social adaptation formats | Not Started | |
| 5 | Conduct review and amendment cycle | Not Started | |
| 5 | Finalise content and website refinements after feedback | Not Started | |
| 5 | Deliver explanation, walkthrough and Q&A support | Not Started |
Client Inputs Required
Required items from Seven Star
Items required to support implementation across CRM and Website Content & SEO.
Google Sheets export for lead tracker, inquiry forms, submission tracker and client folders
Submission Status Tracker received Sep 6 and migrated (74 members / 39 families). Still awaiting the lead tracker and inquiry-form exports for the lead-side import.
Workstream
CRM & Lead Pipeline
Partially Received
Team members requiring CRM access and their respective roles
Required for user setup and role-based visibility.
Workstream
CRM & Lead Pipeline
Not Received
Past email templates or message content currently used by Seven Star
Required for the CRM follow-up and reminder message setup.
Workstream
CRM & Lead Pipeline
Not Received
Five to ten past newsletters for voice analysis
Required to support content voice capture.
Workstream
Website Content & SEO
Not Received