Discovery Call
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Title:

Applied Mindfulness Training Website Redesign Discovery

Engagement:

Applied Mindfulness Training

Client:

Applied Mindfulness Training

Meeting Date:
December 15, 2025
Next Meeting Date:
January 6, 2026
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Matt Robertson
James Redenbaugh
Andrew Hyman
Carol Hyman
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Meeting Summary

Background & Organization Overview

Matt introduced Applied Mindfulness Training, an organization founded nearly 20 years ago by his late uncle Patton, who studied under Tibetan meditation master Chogyam Trungpa Rinpoche (01:20). The organization began as Tale of the Tiger, an educational nonprofit bringing non-sectarian mindfulness teachings to business professionals, lawyers, nurses, and teachers. After Patton's passing from lung cancer, Carol (Executive Director) and Andrew (President) stepped in to lead the organization. Matt recently joined as Vice President of Development, coinciding with securing larger donations that have enabled them to reassess their digital presence and strategic direction.

The organization is currently undergoing a larger strategic process while maintaining consistent monthly activities around blogs and podcasts. Recent funding has created an opportunity to modernize their 15-year-old WordPress website and position themselves for future growth.

Project Scope & Requirements

The primary focus is giving the current website a modern look and feel while reorganizing existing content accumulated over 15 years (02:30). Key requirements include:

  • Clean, contemporary design and improved navigation
  • Enhanced blog and podcast publishing capabilities with easy content management
  • Homepage, about page, and donation function redesign with new copy
  • Newsletter archive for past publications currently not represented on the site
  • AMA-style contact functionality allowing users to ask questions about meditation practice and challenges, with automated intelligent responses pointing to relevant podcast episodes or blog posts rather than a chatbot approach (07:00)

James suggested an automated response system that provides instant, content-based guidance while maintaining human follow-up (07:00). This approach offers immediate value by directing visitors to relevant resources without replacing personal connection.

[technology="Communication Automations"]

Future scalability considerations include e-commerce for merchandise sales and online learning platforms, making it essential to build on a foundation that supports growth (02:30).

Platform Migration: WordPress to Webflow

James confirmed that IRIS Cocreative has fully transitioned to Webflow development, with WordPress sites requiring approximately 50% more budget while delivering only 70% of the custom design capability (14:11). Key advantages of Webflow include:

  • No required maintenance—sites don't decay over time like WordPress
  • No plugins, themes, or PHP versions to update constantly
  • Automatic underlying technology management
  • No hacking vulnerabilities (James has never seen a Webflow site hacked)
  • Greater design flexibility and faster development
  • Client control over content publishing, page creation, and organization
  • Ability to design any interface and experience that benefits the team and users

The migration eliminates the ongoing maintenance burden that WordPress requires, where sites deteriorate without constant attention (13:02). Optional support packages remain available for graphic creation, new features, or troubleshooting.

Technology Capabilities & Future Growth

James shared IRIS Cocreative's technology module development work, emphasizing that custom solutions are becoming more accessible through their modular approach (16:04). The online learning platform currently in development will prototype at the end of January, significantly reducing costs for clients needing these capabilities compared to previous years.

[technology="Online Learning Platforms"]

Carol expressed strong interest in online class offerings as something Matt is particularly focused on, wanting to ensure the website build supports this capability when they're ready to launch—likely after Q1 (17:39). The modular architecture means these features can be added at any point without rebuilding foundational elements.

[technology="Custom Membership System"]

The membership solution provides authentication, personal user journeys, and purchase capabilities with full control over the experience—unlike third-party systems like Learndash, Member Stack, or Appsetta that IRIS previously had to integrate (18:00). All technology modules are designed to integrate with Webflow sites and with each other, creating a flexible ecosystem for growth.

James also mentioned development work on communication automations, assessment systems, intelligent matching algorithms, and a custom video platform—all built specifically for Webflow integration (19:13).

Portfolio Review & Design Examples

Carol requested portfolio examples to envision potential directions (20:12). James emphasized starting from a blank canvas to create what's best for each client rather than using templates. He demonstrated several sites:

The Hollow Movement features a dynamic directory where people create profiles visible on a map, along with podcast integration (21:02).

Evolve World showcases multiple content types with advanced search functionality allowing users to find content by keyword (like "Heidegger") across podcasts, articles, and tagged content (22:00). The site includes filtering by medium type and organized topic categories.

Pro Social World demonstrates a scientific organization's large magazine article database with category organization and frequent event management (22:57).

Carol responded positively to the portfolio quality while acknowledging it might exceed their current budget scope, describing it as "where we hope we'll be in a year or two" (23:32). She characterized the organization as "coming out of the incubator" after 15 years, still using their original website and taking baby steps with resource allocation.

Budget & Timeline

The project budget sits at $8,000-$12,000, with James identifying $7,000-$8,000 as the baseline for thorough, beautiful work, assuming no complex CRM or advanced online learning features at launch (14:31). The $12,000 range would provide more iteration breathing room and custom features.

Matt clarified they're working at the baseline level currently and requested a proposal focused on what's achievable at $7,000-$8,000 (26:07).

The timeline targets starting in early January with launch by end of Q1—what James described as an "ideal timeline" from solstice to equinox (10:19). This quarter-length project allows sufficient time for iteration, building, and reflection without losing thread or momentum. The process moves from broad exploration and homework in early stages to honing and polishing near completion, followed by essential post-launch follow-up to gather user feedback and respond accordingly.

Project Approach Philosophy

James emphasized building for growth even when starting small, noting that less is often more and avoiding overwhelming clients with too much at once (24:00). Everything is constructed to expand naturally as needs evolve and resources allow. Post-launch attention to user feedback and actual usage patterns is positioned as equally important as the build itself (11:22).

The proposal will be detailed enough to serve as the foundation for project design and tracking, ensuring all parties stay aligned throughout the journey (26:29).

Action Items

James Redenbaugh

  • Create detailed proposal focused on baseline $7,000-$8,000 budget scope (26:29)
  • Follow up with Matt if additional information is needed for proposal (26:29)

Matt

  • Provide any additional information requested for proposal development (26:29)
  • Review proposal and coordinate with Carol and Andrew on direction (26:29)

Applied Mindfulness Training Team

  • Make decision on direction in first week or two of January (10:19)
  • Prepare for potential January project kickoff (10:19)
Relevant Initiatives

Planing & Proposal

Priority: 
High
Size: 
M
Completing

Website Design & Content Strategy

Priority: 
High
Size: 
L
Planning Stage

Webflow Development & Migration

Priority: 
High
Size: 
L
Planning Stage

AMA Contact Automation System

Priority: 
Medium
Size: 
M
Idea Stage
Transcript