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proposal
DESIGN
SERVICE
What's New Resource Centre
Agenda
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01
Project
Overview
02
Scope of Work- Wabtec City
03
Approach
04
Critical Success
Factors
05
Project Phases and Key Deliverables
06
Project Fees
07
Inclusions and Provisions
08
Closing Summary
Paperflite is excited to build Wabtec's What's New Resource Centre, a dynamic, always-updated content page that consolidates Wabtec's white papers, product articles, sustainability content, customer testimonials, and event collateral into one discoverable, lead-generating experience.
The Resource Centre's What's New page will serve as the editorial front door, showcasing the most recent content, product updates, and thought leadership pieces, with older content automatically organised beneath it in a dynamic, filterable grid.
Beyond content organisation, the Resource Centre becomes a lead generation engine — with AI-driven gating, GDPR-compliant consent flows, and Salesforce CRM integration that turns every content interaction into an intent signal. Visitors who read, download, or engage with any content piece become trackable leads, enabling Wabtec's team to nurture with precision.
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Project Overview
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Design and build a fully branded, filterable Resource Centre on Cleverstory. Content is dynamically pulled based on rules set by Wabtec's team, no code changes needed when new content is added. Sections will be configured for white papers, product articles, sustainability, testimonials, and event content.
Interactive Environment Development
01
A dedicated editorial section at the top of the Resource Centre showcasing the most recently published content. Wabtec's team controls which pieces are featured. The rest of the grid auto-updates as new content is uploaded to the Cleverstory backend.
What's New Page
02
What's New Page Resource Centre
Scope of Work
Implement AI-based gating across all content pieces. The AI monitors visitor behaviour and surfaces a GDPR-compliant lead capture form at the optimal engagement moment — not on landing, but after sufficient time spent reading. Wabtec can also set manual triggers (e.g., 15 seconds on a white paper).
AI-Powered Lead Gating
03
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Set up content categories and tagging rules across all planned content types: white papers, GRU articles, sustainability pieces, customer testimonials, product content, and LinkedIn-originating articles. Wabtec's team uploads content; the platform organises it automatically.
Content Organisation & Tagging
04
Generate and submit a sitemap covering every content piece in the Resource Centre. This enables Google and AI search tools (ChatGPT, Perplexity) to index Wabtec's PDFs, articles, and assets, surfacing them publicly in search results and driving organic traffic back to the platform.
Google Indexing & SEO Setup
05
Configure Cleverstory so that content links shared in nurture emails bring readers into the Resource Centre rather than dead-end downloads. When a reader finishes or closes a content piece, they are returned to the Resource Centre — maintaining the visitor journey and driving further content discovery.
Nurture Sequence Integration
06
What's New Page Resource Centre
Scope of Work
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Embed a curated content feed from the Resource Centre into the Wabtec Transit Services page on the corporate website. This turns a static page into a live content surface and drives additional organic traffic into the Resource Centre.
Website Embed
07
All lead capture forms within the Resource Centre include GDPR-compliant consent language, with clear opt-in messaging and privacy policy acknowledgement — ensuring Wabtec's European audience is handled within regulatory requirements.
GDPR & Consent Management
08
Set up content-level analytics tracking reads, downloads, gating form completions, and repeat visits. Wabtec's team will be able to see which content types and topics drive the most engagement, and which content pieces are generating the most qualified leads.
Analytics & Reporting Configuration
09
What's New Page Resource Centre
Scope of Work
Critical Success Factors
Domain Expertise
In-Built AI
Content Intelligence
Integration
Security & Compliance
Analytics & Report
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Approach
Content Audit & Architecture
Review all content Wabtec plans to include, white papers, articles, testimonials, sustainability pieces, product content.
Define categories, tagging rules, and section structure for the Resource Centre.
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Template Design & Branding
Review all content Wabtec plans to include, white papers, articles, testimonials, sustainability pieces, product content.
Define categories, tagging rules, and section structure for the Resource Centre.
Build & Configuration
Build the Resource Centre and What's New page.
Configure dynamic content rules, gating conditions, GDPR consent flows, and Google sitemap generation. Two to three weeks from content sign-off.
Approach
Analytics & Gating Setup
Implement content-level analytics, configure AI gating thresholds, and connect lead capture forms to Salesforce.
Set up reporting dashboard for Wabtec's team.
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Handover & Training
Walk Wabtec's team through how to upload content, manage the What's New section, and interpret lead and engagement reports.
Full documentation provided.
Domain Expertise
01.
The Resource Centre must accurately reflect Wabtec's product portfolio, sustainability narrative, and B2B communication style.
Need
As Wabtec's existing Cleverstory partner, Paperflite's team already understands the portfolio, the content structure, and the stakeholders involved, eliminating any learning curve.
Why Paperflite is most suited
In-Built AI
02.
AI-driven gating must adapt to visitor behaviour rather than relying on fixed time triggers, ensuring forms appear at the right moment without disrupting the reading experience.
Need
Cleverstory's proprietary AI engine monitors engagement in real time and surfaces gating forms at the optimal moment — informed by traffic patterns and behavioural signals across the platform.
Why Paperflite is most suited
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Content Intelligence
03.
Cleverstory's dynamic content system pulls and organises content based on tags and conditions set at setup, new uploads automatically appear in the right section without any manual intervention.
Why Paperflite is most suited
Integration
04.
Lead data captured through the Resource Centre must flow directly into Salesforce so Wabtec's team can act on intent signals without manual data entry.
Need
Paperflite's integration team has deep Salesforce experience.
The Resource Centre will be configured to push all gated form completions directly to to Salesforce.
Why Paperflite is most suited
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The platform must dynamically organise and surface content based on Wabtec-defined rules, so the team is never manually sorting or updating the page.
Need
Security & Compliance
05.
Cleverstory is SOC 2 Type II and ISO 27001 certified. All gating forms include GDPR-compliant consent language, opt-out mechanisms, and privacy policy acknowledgement built into the form flow.
Why Paperflite is most suited
Analytics & Reporting
06.
Cleverstory is SOC 2 Type II and ISO 27001 certified. All gating forms include GDPR-compliant consent language, opt-out mechanisms, and privacy policy acknowledgement built into the form flow.
Need
Cleverstory's analytics dashboard provides content-level reporting covering reads, downloads, gating completions, and repeat visits, segmented by content type, topic, and time period.
Why Paperflite is most suited
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All data capture must meet GDPR requirements given Wabtec's European customer base. Consent must be explicit, documented, and revocable.
Need
Phases & Key Deliverables
PHASE
Discovery & Content Planning
Agreed content structure, category taxonomy, and approved layout direction
Wabtec Marketing & Content Teams
Paperflite CSM & UX Team
Content architecture document
Section and tagging structure
Layout wireframe for approval
OUTCOME
ACTORS INVOLVED
DELIVERABLES
01
02
Design & Prototype Development
Approved Resource Centre template with branding, What's New layout, and section design
Paperflite UX/UI Design Team
Wabtec Marketing
Branded Resource Centre template
What's New section design
Design approval sign-off
03
Build, Gating & Integration
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Live Resource Centre with AI gating, Salesforce integration, and GDPR consent active
Paperflite Dev & Integration Team
Wabtec Salesforce Admin
Live Resource CentreAI gating configured
Salesforce lead flow active
Sitemap submitted to Google
Phases & Key Deliverables
PHASE
Handover & Training
Wabtec's team able to independently manage content uploads and monitor lead reports
Paperflite CSM & Training Specialist
Wabtec Content & Marketing Teams
Training session recording
Content upload guide
Reporting dashboard walkthrough
OUTCOME
ACTORS INVOLVED
DELIVERABLES
04
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Proposed Budget
Project Fees - Design, Build & Growth Services Schedule
Cleverstory Platform + Resource Hub Creation
Includes design, build, and hosting of the resource center
$24,000 / annum
FEES
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- Dedicated Customer success team
- Stakeholder training and user adoption support
- Documentation and knowledge transfer sessions
Service Inclusions Project Management & Delivery
Provisions & Inclusions
- Salesforce CRM API integration and data synchronization
- Google Analytics and advanced reporting dashboard integration
- Corporate website connectivity and branding alignment
- Custom API development for future integrations on request
- Website embed setup for asset grids within the What's New Resource Centre
Integration & Connectivity
- Cloud-based hosting environment (AWS) with auto-scaling capabilities
- Content Delivery Network (CDN) for global performance optimization
- SSL certificates and enterprise-grade security protocols
- Automated backup and disaster recovery systems
- 99.9% uptime SLA with 24/7 monitoring
- Performance optimization with CDN and lazy loading
Technical Provisions Infrastructure & Hosting
- 30-day post-launch intensive support period
- Real-time monitoring and immediate issue resolution
- User training and adoption assistance
- Performance optimization based on initial usage data
Support & Maintenance Provisions Launch Support
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Provisions & Inclusions
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- Extended training programs for advanced users
- Advanced analytics and business intelligence reporting
Additional Services Available
- Third-party software licensing fees (beyond Paperflite platform)
- Extensive content creation beyond template and framework setup
Exclusions & Additional Considerations Not Included
- Regular platform updates and security patches
- Content management support and best practices guidance
- Performance monitoring and optimization recommendations
- Quarterly business reviews and strategy sessions
Ongoing Maintenance
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Platform-native build — no new vendor, no learning curve, no delays.
Partners in Co-Innovation
Paperflite & Wabtec
Content that works for you, dynamic organisation, automatic updates, zero manual maintenance.
Every visitor becomes trackable, AI gating converts anonymous readers into qualified, Salesforce-connected leads.
SEO and AI search visibility — your white papers, articles, and assets indexed and discoverable globally.
Full journey coverage — from nurture email to Resource Centre to Salesforce, with no drop-off points.
Approach
Integrated platform-first methodology with enterprise focus
Strategic Pillars
5
Leveraging existing Cleverstory capabilities
Platform-Native Development
01
B2B expertise and user-centered approach
Business-First Design Methodology
02
03
Intelligent content and user experience optimization
AI-Enhanced Personalization
04
Unified connectivity across systems
Seamless Integration Architecture
05
Iterative improvement methodology
Agile Delivery with Continuous Optimization
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