Cumulus Website — Requirements Source of Truth
Last updated: 2026-05-06 (retrofit from legacy notes.md content) Purpose: One canonical list of every page, feature, constraint, and audience path that's been agreed to or requested. This is the spec every artifact (flowchart, wireframes, design comps, CMS build) gets graded against.
Legend:
- Source: which file/meeting/doc the line came from
- Stated by: Client (asked for it) · G&M-rec (we recommended, not yet confirmed) · G&M-confirmed (we recommended, client agreed) · Proposal (in signed scope)
- Phase: which phase the requirement is verified against — IA (flowchart), Wireframes, Design, CMS, SEO, QA
- Status: Confirmed · Pending · Deferred · Open
When reviewing a flowchart, filter to Phase: IA rows. Anything in those rows that the artifact doesn't reflect is a gap.
Header / Navigation Structure (per Figma flowchart)
Primary nav: Platform · Solutions (dropdown) · Company (dropdown) · Resources (dropdown) · Search icon · Schedule a Demo (CTA button)
Solutions dropdown: - Digital Infrastructure · Construction · Data Centers · Electrical Contractors · Fabrication · Field Service · Operations and Maintenance · Blue Diamond · Water Offsets · Workforce Development · EHS - Safety and Risk Management · Services
Company dropdown: - About · Where We Work · Careers · News · Contact · Customer Support
Resources dropdown: - Case Studies · Info Sheets · Blog · Podcast
Footer-only pages: - Terms of Service · Privacy Policy · Accessibility Statement
Flowchart legend: External link icon indicates links going off-site.
Pending: Phone number + email currently sit in a secondary header bar on the live site. Decision needed: keep in header secondary or move to footer? See Open Decisions.
Site Anchors
| Item | Value | Source |
|---|---|---|
| Total pages allowed in design (cap) | 9 unique layouts | Proposal · notes.md |
| ACF modules allowed (cap) | 12 | Proposal · sales-proxy quote |
| Custom post types allowed (cap) | 1 | Proposal · sales-proxy quote |
| Sites consolidated | 1 (in-place redesign of cumulusquality.com) |
Proposal |
| Tagline | "Work Done Right" | Current site |
| Primary funnel goal | Drive demo signups via "Schedule a Demo" CTA | Proposal cover page |
Required Pages (IA)
| Page | Stated by | Source | Status | Notes |
|---|---|---|---|---|
| Home | Proposal | notes.md |
Confirmed | "Fine as is" content per audit |
| Platform | Client | Figma flowchart | Confirmed | Single link in primary nav (no dropdown — confirm with client) |
| About | Client | Figma flowchart | Confirmed | Fix popup bios — some titles don't match page vs popup |
| Where We Work | Client | Figma flowchart | Confirmed | "Fine as is" but flowchart asks: what's the story on the interactive map? |
| Careers | Client | Figma flowchart | Confirmed | Make mission clear, improve job application flow (form instead of email) |
| News | Client | Figma flowchart | Confirmed | Add SEO header. News singles all port to new site |
| Contact | Client | Figma flowchart | Confirmed | "Fine as is" |
| Customer Support | Client | Figma flowchart | Confirmed | |
| Case Studies | Client | Figma flowchart | Confirmed | "Fine as is" — singles all port |
| Info Sheets | Client | Figma flowchart | Confirmed | All remain gated PDFs |
| Blog | Client | Figma flowchart | Confirmed | Add SEO header. Singles all port |
| Podcast | Client | Figma flowchart | Confirmed | Embedded podcasts are outdated — replace |
| Construction | Client | Figma flowchart | Confirmed | Industry page. "Fine as is" content. Replace stock photo with team photos (client to send) |
| Data Centers | Client | Figma flowchart | Confirmed | Industry page. Add new FAQs and update statistics |
| Digital Infrastructure | Client | Figma flowchart | Confirmed | Rename to "Industries" or "Solutions by Industry" |
| Electrical Contractors | Client | Figma flowchart | Confirmed | "Fine as is" |
| Fabrication | Client | Figma flowchart | Confirmed | "Fine as is" |
| Field Service | Client | Figma flowchart | Confirmed | "Fine as is" |
| Operations and Maintenance | Client | Figma flowchart | Confirmed | "Fine as is" |
| Workforce Development | Client | Figma flowchart | Confirmed | Replace AI-looking image with field staff photo or better stock (client to send) |
| Blue Diamond | Client | Figma flowchart | Confirmed | Solutions sub-page |
| Water Offsets | Client | Figma flowchart | Confirmed | Solutions sub-page |
| EHS - Safety and Risk Management | Client | Figma flowchart | Confirmed | "Fine as is" |
| Services | Client | Figma flowchart | Confirmed | "Fine as is" |
| Schedule a Demo | Proposal | Figma flowchart · cover page | Confirmed | Primary funnel destination. Top-right CTA. "Fine as is" |
| Free Procedure Health Check | Existing | Site audit | Confirmed | "Fine as is" |
| Workflow Builder | Client | Site audit | Pending | Needs to live under a menu item that makes sense — currently hard to find |
| Cumulus Hardware Compatibility | Client | Site audit | Pending | Page is broken; need to make hardware compatibility guide more visible. Will need new images when fixed |
| Industries Served (Case Study) | Client | Site audit | Pending | Bigger focus on Data Centers and Energy — make those sections larger/top, "Other" section below |
| Quality Execution System | Client | Site audit | Pending | Content should move to About or Solutions; or expand Platform menu |
| Torquing and Tensioning | Existing | Site audit | Confirmed | Service page. "Fine as is" |
| Hydrostatic Pressure Testing | Existing | Site audit | Confirmed | Service page. "Fine as is" |
| Weld Inspections | Existing | Site audit | Confirmed | Service page. "Fine as is" |
| Coating Inspections | Existing | Site audit | Confirmed | Service page. "Fine as is" |
| Terms of Service | Footer | Figma flowchart | Pending | Needs updated legal language (Termly/Privacy Policy Generator/Terms Feed suggested) |
| Privacy Policy | Footer | Figma flowchart | Pending | Needs updated legal language |
| Accessibility Statement | Footer | Figma flowchart | Pending | Needs accessibility statement text |
Pages explicitly removed / consolidated
| What | Decision | Source |
|---|---|---|
| Compatible Tools | Remove. Page 404s; redirect to Cumulus Hardware Compatibility (repetitive) | Site audit |
| Cumulus GIRI (Case Study) | Remove. Duplicate of Quality Management Systems Support content | Site audit |
Open / not yet reviewed
| Page | Status | Source |
|---|---|---|
| Implementing a Digital Bolted... (gated PDF) | Review not started | Site audit |
| Reducing Rework... (open PDF) | Review not started | Site audit |
| Shell-Bechtel Partner... (gated PDF) | Review not started | Site audit |
Always-open / always-gated PDF assets
- Remain open PDF: Workflow Data Sheet (gated), Project Hope, MMHE Partners with Cumulus, Quality Management Systems Support
- Remain gated: All Info Sheets
Features
| Feature | Stated by | Source | Phase | Status | Notes |
|---|---|---|---|---|---|
| Search functionality | Open | Figma flowchart open Q #1 | CMS | Open | They have one now. Confirm whether new build keeps/upgrades or removes |
| Demo scheduling form | Proposal | Cover page | CMS | Confirmed | Schedule a Demo CTA leads to form (or external scheduler — confirm) |
| Gravity Forms | Proposal | Sales-proxy quote | CMS | Confirmed | |
| Job application form | Client | Site audit (Careers note) | CMS | Confirmed | Replace email-based application with a real form |
| Generative engine optimization (LLM-friendly) | Proposal | Cover page | SEO | Confirmed | Cover page calls this out specifically |
| Google Analytics | Proposal | Sales-proxy quote | SEO | Confirmed | Existing GA on current site — migrate or fresh setup TBD |
| 301 redirects | Proposal | Sales-proxy quote | SEO | Confirmed | Map legacy URLs to new structure |
| Sitemap submission | Proposal | Sales-proxy quote | SEO | Confirmed | |
| Social cards | Proposal | Sales-proxy quote | SEO | Confirmed | |
| accessiBe ADA overlay | Optional | Sales-proxy quote | CMS | Deferred | $490+/yr if Cumulus opts in. Default G&M position: build genuine a11y; present accessiBe as add-on at dev phase |
| WP Job Openings plugin | Existing | Current site tech stack | CMS | Open | Currently used for Careers. Replacing or keeping? |
| Facebook Pixel | Existing | Current site tech stack | CMS | Open | Marketing tracking. Confirm if continuing |
| Cookie consent banner | Existing | Current site tech stack | CMS | Confirmed | Standard, carry forward |
| Social media links | Existing | Current site tech stack | Wireframes | Confirmed | Footer: Facebook, Twitter, Instagram, TikTok, YouTube, LinkedIn |
Audience Paths
| Audience | Journey | Source | Notes |
|---|---|---|---|
| Owner / developer evaluating Cumulus QES | Home → Solutions/Industries → Schedule a Demo | Cover page | Primary funnel. Cover page: "create a site flow that encourages users to sign up for a demo" |
| Contractor / builder | Home → Industries (Construction / Electrical / Fabrication) → Schedule a Demo | Cover page | Cover page calls out "owners and developers but also to contractors and builders" |
| Job seeker | Header → Company → Careers → application form | Figma flowchart + site audit | Currently uses email; should be a form. WP Job Openings plugin in play |
| Existing customer | Header → Company → Customer Support | Figma flowchart | Support path |
| Researcher / analyst | Header → Resources → Case Studies / Info Sheets / Blog / Podcast | Figma flowchart | Resources are mostly gated content — capture lead-gen value |
Brand & Voice Constraints
| Constraint | Source | Notes |
|---|---|---|
| Approach | Cover page | Match-existing / elevate. Not a rebrand. "Strategic use of imagery, color, and graphics to bring depth and interest" |
| Tagline | Current site | "Work Done Right" |
| Tone | Cover page | Professional, confidence-instilling, trust-building. B2B industrial, not consumer |
| Color palette | TBD | Pull from current site / brand guide if it exists. Confirm at design phase |
| Typography | TBD | Pull from current site / brand guide |
Constraints / Defaults (what NOT to build)
| Don't | Why | Source |
|---|---|---|
| ❌ Rebrand the visual identity | Match-existing per cover page | Proposal cover |
| ❌ Email-based job applications | Audit calls out replacing with a form | Site audit (Careers note) |
| ❌ Full content rewrite for "Fine as is" pages | Most pages keep existing copy | Site audit |
| ❌ Duplicate Cumulus GIRI case study | It duplicates Quality Management Systems Support | Site audit |
| ❌ Compatible Tools page | 404s currently; redirect to Cumulus Hardware Compatibility | Site audit |
Design Decisions Deferred to Designer (Mike)
| Item | Why deferred | Source |
|---|---|---|
| Industry page template — single shared template for all Industries pages? (Open Q #4 + #5) | Design call. Layout-cap math depends on Mike's recommendation | Figma flowchart open Qs |
| Where We Work interactive map treatment | Design + content question | Figma flowchart open Q #6 |
| Overall hero treatment + imagery for "elevate" approach | Design phase | Cover page direction |
Open Decisions (rolling list — answer each, don't lose any)
| # | Question | Owner | Phase impact | Source | Status |
|---|---|---|---|---|---|
| 1 | Are we including a search feature? They have one now | Client | CMS · IA | Figma flowchart open Q | Open |
| 2 | Phone + email in secondary header bar — keep or move to footer? | Client | IA | Figma flowchart open Q | Open |
| 3 | Are the "Industries" Kristin listed what they call "Solutions" now? Naming alignment | Client | IA · Design | Figma flowchart open Q | Open |
| 4 | Single template for Digital Infrastructure / Workforce Development / Services (Industries-style)? | Mike + client | Design · CMS | Figma flowchart open Q | Open |
| 5 | Single template for Construction / Data Centers / Electrical Contractors / Fabrication / Field Service / Operations and Maintenance / EHS (Industries-Single style)? | Mike + client | Design · CMS | Figma flowchart open Q | Open |
| 6 | Where We Work — what's the story on the interactive map? | Client | IA · Design | Figma flowchart open Q | Open |
| 7 | Will News/News Single use a different CPT than Blog/Blog Single? | Client + G&M | CMS | Figma flowchart open Q | Open. Affects 1-CPT cap |
| 8 | Will Info Sheets be same as Blog without a single, just in a different CPT? | Client + G&M | CMS | Figma flowchart open Q | Open. Affects 1-CPT cap |
| 9 | Will Podcast be same as Blog/Blog Single in a different CPT? | Client + G&M | CMS | Figma flowchart open Q | Open. Affects 1-CPT cap |
| 10 | Quality Execution System — content move to About / Solutions / expand Platform menu? | Client | IA | Site audit | Open |
| 11 | Workflow Builder — which menu item does it live under? | Client | IA | Site audit | Open |
| 12 | accessiBe — opt in at dev phase? | Client | CMS | Proposal | Deferred to dev phase |
| 13 | WP Job Openings plugin — keep, replace, or skip? | Client | CMS | Current site tech stack | Open |
| 14 | Facebook Pixel — continuing or removing? | Client | CMS | Current site tech stack | Open |
| 15 | GA migration vs fresh setup? | G&M | SEO | Proposal | Open |
Note on the 1-CPT cap: Open Decisions #7-9 plus the existing Blog all want CPT-style behavior (News, Info Sheets, Podcast, Blog). Scope only allows 1 custom post type. We need to either:
- Use built-in post type for one (probably Blog), one CPT for one (probably Case Studies), and treat News / Info Sheets / Podcast as Pages or as taxonomies of post
- Or scope a change order if Cumulus needs all four as distinct CPTs
This is a real budget conversation, not just a design choice.
Source Documents
| Source | Path / Link | Date |
|---|---|---|
| Sales-proxy quote (signed scope) | Cumulus tab — V2 (128 hrs / $25,600) | 2026-02-04 |
| Figma flowchart | Cumulus Flowchart | Active |
| Site audit spreadsheet | Drive sheet | Active |
| Current live site | https://cumulusquality.com/ |
Existing |
| Original proposal scope | notes.md |
2026-02-04 |
| Project hub | README.md |
2026-05-06 |
How to use this doc
Before sending any client artifact (flowchart, wireframe, design comp, CMS preview): 1. Filter this doc to the rows tagged with the current phase 2. Walk through every Confirmed row — does the artifact reflect it? 3. Walk through Pending/Open rows — does the artifact resolve any of them, or punt them clearly? 4. Anything in Constraints/Defaults — does the artifact violate it? 5. Audience Paths — can you trace each one through the artifact?
When new info comes in (meeting, email, Basecamp message):
1. Add new requirements to the right table with Source citation
2. Move Open Decisions to Confirmed when answered
3. Update Last updated at the top
4. Don't delete superseded info — strike it through and note when/why it changed