Portal for Dummies: Plain Language Rule
This is the plain-language rule for sales, agency, farm, and customer onboarding. The system can be powerful underneath, but the customer-facing words must be simple.
WO-2026-00008 | PROJ-0022 | Sales partner onboarding | AI Discovery front door
What Luci told us
- Use dumb-friendly words. Do not make average users decode insider language.
- Avoid public labels like Genesis when a simpler label works.
- Make the brand language easy for a salesperson to repeat.
- Show farms, sales agents, and customers exactly where to start.
- Give simple rollups: what the customer needs, what the salesperson needs, and what happens next.
- Make room for options, add-ons, and exceptions without confusing the first step.
- Support both young tech-savvy users and 65+ phone-first salespeople.
- Make it Easy as 1, 2, 3 with pictures, click-here links, and printable summaries.
Primary audiences
| Audience | Plain goal | Button wording |
|---|---|---|
| Customer / farm / business | Sign up, pick a plan, get help setting up website verification. | Start My Setup |
| Sales partner | Register a customer or prospect with Referral/AFF code, keep ownership, track status, and see what follow-up is needed. | Register Customer or Prospect |
| Admin / VRP operator | Review, approve, assign, and track proof. | Review Work |
Customer path
- Tell us who you are. Company name, first name, last name, email, phone, website.
- Pick what you need. Scan, Starter, Professional, Enterprise, or custom help.
- We help finish setup. Customer self-signs up, or a sales agent sends the lead and VRP follows up.
Options and exceptions
- Options: scan only, monthly setup, professional setup, multi-site setup, agency-managed setup.
- Add-ons: extra websites, plugin install help, content cleanup, badge placement, custom reports.
- Exceptions: no website, old website, no admin access, non-WordPress/Joomla system, customer wants us to call instead of self-signup.
Words to use
- Use: Start, Setup, Website Check, Sales Lead, Customer, Plan, Help, Status, Next Step.
- Avoid on public pages: Genesis, provenance, authority chain, ledger, queue, artifact, APAR, PTF, internal agent labels.
- Internal terms can stay inside WO/project evidence, not on the first customer screen.