Kelly Chan · Wealth Insights website

A static website (no server to maintain) with:

Page	What it does
index.html	Home: latest briefs, calculator promo, about, booking CTA
briefs/	Archive of every daily brief (morning / afternoon / weekend), filterable
calculator.html	Public retirement gap calculator. Shows the gap for free, and the full report (chart + required monthly savings) after name / phone / email
book.html	Consultation request form, then a Google Calendar booking page, with a WhatsApp fallback
privacy.html	PDPA privacy notice (linked from every consent box)

Leads from both forms land in a Google Sheet, and you get an email alert for each one.

---

Go-live checklist (one-time, ~30 minutes)

1. Lead capture → Google Sheet

Follow apps-script/SETUP.md. You'll get a Web App URL.

2. Booking page → Google Calendar

1. Open Google Calendar on a computer → Create → Appointment schedule.
2. Set it up (e.g. "Free 30-min consultation", your available hours, Google Meet on).
3. Save → open the schedule → Share → copy the booking page link.

3. Fill in assets/config.js

leadEndpoint: 'https://script.google.com/macros/s/XXXX/exec',
bookingUrl:   'https://calendar.google.com/calendar/appointments/schedules/XXXX',
whatsapp:     '60123456789',        // digits only, with country code
contactEmail: '[email protected]',    // optional
licenceLine:  'FIMM Reg. No. ... · Distributor: ...'   // optional

4. Publish on GitHub Pages

1. Create a free account at github.com, then a new public repository, e.g. your-wealth-compass.
2. On the repository page: Add file → Upload files → drag in everything inside this folder → Commit. (Or install GitHub Desktop and publish this folder. That makes daily updates easier.)
3. Settings → Pages → Source: Deploy from a branch → Branch: main / root → Save.
4. After ~1 minute your site is live at https://<your-username>.github.io/your-wealth-compass/.
5. Optional: buy a domain (e.g. kellychan.my) and add it under Settings → Pages → Custom domain.

---

Adding a new brief

When a new brief is published, save its HTML file and run:

powershell -ExecutionPolicy Bypass -File tools\add-brief.ps1 -Source "C:\path\to\brief.html" -Date 2026-10-01 -Slot morning

-Slot is morning, afternoon or weekend. The script copies the file into briefs/, adds the site bar and call-to-action, and rebuilds the index. Then upload/commit the changed files (briefs/<new file>.html and briefs/briefs.js).

Or simply ask Claude: "add today's morning brief to the website".

To override the headline shown on the card, add to the brief's HTML:

<meta name="kp-headline-zh" content="中文标题"><meta name="kp-headline-en" content="English headline">

Previewing locally

powershell -ExecutionPolicy Bypass -File tools\serve.ps1

Then open http://localhost:8080.

Customising

• Photo: put kelly.jpg in assets/ and follow the comment in the About section of index.html.
• Text: every piece of copy is in the HTML as a <span class="zh"> / <span class="en"> pair.
• Calculator defaults and assumptions: the value="..." attributes in calculator.html.