Welcome back, Sarah

Here is what is moving in your brand workspace, and what is waiting on you.

5

Ready to review

84%

Brand foundation ready

9

Published this month

2

In compliance review

Needs your attention

5 items

Recent activity

Publishing next

The Foundation

Brand Foundation Library

Every document that defines who Equipath is, structured so the Expertise Engine can produce content in Sarah's voice.

Content

Content Engine

Content produced from your foundation, ready for your review.

July 2026 Queue

3 ready to review 1 in compliance 9 approved this month

Posted this month

4 published

The Monthly Equity Comp Read — June edition

Newsletter

Posted Jun 10

The RSU planning guide for tech professionals

Lead magnet

Posted Jun 12

What to do with your RSUs in the six months before an IPO

Website

Posted Jun 19

What I tell clients who ask if they should wait for a better price

Posted Jun 24

Scheduled to post

3 upcoming

"Who we serve" page goes live

Website

Scheduled Jul 8

AI Instructions

AI Prompts + Skills

The standing brand prompt keeps every AI tool sounding like Equipath, and the prompt library below handles the day-to-day writing that supports the practice, pulled straight from the Brand Foundation Library.

Standing brand prompt

used across Claude, ChatGPT & Gemini

Firm & voice. You are writing on behalf of Equipath Wealth Partners, an independent RIA in Austin, Texas, founded by Sarah Mitchell, CFP®, CEPA®. The firm specializes exclusively in equity compensation planning for mid-to-late career technology professionals whose wealth is concentrated in company stock. Voice: educational, thoughtful, precise, helpful. Sage-Guide archetype.

Always. Use specific numbers, dates, and mechanics. Name tradeoffs explicitly. Use "is," "has," and "does" instead of "serves as" or "functions as." Sentence-case headings. Vary sentence length. End with a specific, non-generic next action.

Never. Category clichés, reassurance without substance, "leverage/unlock/empower/elevate," rhetorical transition questions, contrast framing, em dashes for drama, performance promises, or emojis.

Prompt library

7 prompts

Prompts for the day-to-day work of running the practice, client emails, meeting recaps, referrals, CPA notes, review prep, and podcast outreach. Content for the website, LinkedIn, and the newsletter is handled through the Content Engine, not self-served here.

Performance

Analytics

How the website, search visibility, and published content are performing across channels.

vs. previous period

8,412

Sessions · +14% vs. previous period

21,940

Page views · +9% vs. previous period

3m 12s

Avg. session duration · +8% vs. previous period

38.4%

Bounce rate · -3% vs. previous period

Top pages

recent activity

Page	Views	Avg. time	Change
Homepage	3,120	1m 48s	+9%
/guides/rsu-planning-guide	2,480	4m 02s	+22%
/blog/amt-crossover-is-not-a-number	1,860	5m 15s	+31%
/who-we-serve	1,340	2m 10s	-4%
/blog/rsus-before-an-ipo	1,110	3m 40s	+17%

Traffic sources

recent activity

Source	Sessions	Share
Organic search	4,542	54%
Direct	1,767	21%
Referral	1,178	14%
Social	925	11%

47

Cited in AI answers · +21% vs. previous period

12

Keywords ranking in top 10 · +2 vs. previous period

+38%

Organic search growth, QoQ

4

AI platforms citing Equipath content · +1 vs. previous period

Keyword rankings

Google

Keyword	Position	Prior	Monthly volume
RSU tax planning	4	9	1,300
AMT ISO exercise	3	6	480
equity compensation financial advisor	8	14	720
QSBS eligibility	5	—	320
10b5-1 plan advisor	6	6	260

AI answer engine visibility

ChatGPT, Perplexity, Google AI, Claude

How often Equipath content is cited or summarized when someone asks an AI assistant a question in its niche.

Platform	Citations	Sample query
ChatGPT	21	"how does AMT work for an ISO exercise"
Perplexity	14	"best financial advisor for RSU planning"
Google AI Overviews	9	"10b5-1 plan diversification schedule"
Claude	3	"QSBS eligibility requirements"

LinkedIn

Sarah Mitchell, personal profile

2,140

Followers · +68 this period

48,600

Post impressions · +19% vs. previous period

4.8%

Avg. engagement rate · +0.6pp vs. previous period

612

Profile visits · +11% vs. previous period

Post	Impressions	Reactions	Comments
What I tell clients who ask if they should wait for a better price	6,200	312	41
A client asked me about their 10b5-1 plan	5,140	228	33
The AMT crossover point moved and nobody re-modeled	4,780	201	19

Newsletter

The Monthly Equity Comp Read

1,860

Subscribers · +34 this period

58.2%

Avg. open rate · +1.4pp vs. previous period

12.4%

Avg. click rate · +0.9pp vs. previous period

0.3%

Unsubscribe rate · -0.1pp vs. previous period

Edition	Sent	Open rate	Click rate
June 2026 — the mid-year AMT check	Jun 10	59%	13%
May 2026 — 10b5-1 plans, revisited	May 13	56%	11%
April 2026 — the QSBS clock	Apr 8	60%	14%

Connections

Integrations

Connect the CRM, analytics, and email platforms already in use, plus the AI tools that write and answer on Equipath's behalf.

Business tools

3 connected

Redtail CRM

Client records, household data, and meeting notes sync automatically so content stays grounded in what is actually happening with each client.

Connected

Google Analytics

Website traffic, page views, and visitor behavior feed directly into the Website tab on the Analytics page.

Connected

Brevo

Newsletter sends, opens, clicks, and subscriber lists sync both ways with the Content Engine.

Connected

AI tools

connect via MCP server

Equipath's brand foundation, standing prompt, and prompt library are available to any AI tool below through the platform's MCP server, so every assistant writes from the same source of truth.

Claude

Connected as the primary writing assistant for the Content Engine and the Prompt Library.

Connected

ChatGPT

Connect to give custom GPTs and ChatGPT projects direct access to the standing brand prompt.

Gemini

Connect to keep Gemini's answers about Equipath grounded in the approved brand foundation.

Perplexity

Connect so answer citations pull from the latest approved content instead of stale web copies.

Grok

Connect to extend the same brand guardrails to any Grok-powered workflow.

Visual identity

Brand Assets

Logos, palette, typography, iconography, and the real photography used across every deliverable, so every piece of content stays on brand.

Logo suite

3 files

Primary lockup — light.svg / .png

Primary lockup — dark.svg / .png

App icon / favicon.svg / .png

Color palette

neutral base + 1 accent

The palette avoids the two dominant financial-services defaults: navy-and-gold (institutional wirehouse) and teal-and-mint (fintech). A restrained neutral base carries the weight, with a single strategic accent reserved for moments that matter.

Ink#0B1220

Slate#4A5568

Fog#F4F5F7

Paper#FFFFFF

Signal (accent)#B7411F

Signal is a deliberately unusual burnt-copper red-orange, used sparingly for CTAs, key data callouts, and moments of emphasis. Data visualization uses Ink and Slate for primary series, Signal for the highlighted or "current state" series, Fog for negative space. No rainbow palettes, no gradient fills unless they carry information.

Typography

display · body · data

Aa

Display & headings — modern grotesque serifRecommended: Söhne Breit, or a licensed alternative like Recoleta Bold for display, GT Sectra Display for editorial. Weighty, confident, clearly different from the sans-serif defaults of the category.

Aa

Body — neutral, highly readable sans-serifRecommended: Söhne, Inter, or Neue Haas Grotesk. Body sizes never smaller than 17px on web, 11pt in print.

01

Data & mono — for numbers, tickers, code-style calloutsRecommended: JetBrains Mono or IBM Plex Mono. Numbers in body copy use tabular figures.

Photography

real people, real office, real deliverables

Sarah Mitchell — founder headshotoffice, on-brand

Equipath Wealth Partners website homepage hero

Website hero — homepageequipathwealth.com

Yes

Editorial-style photography that shows objects, spaces, and small details. Clean product-style photography for deliverables and documents. Abstract geometric illustration for data-heavy explanations. Client-facing photography is real: real photographs of Sarah, the office, and the deliverables.

No

Stock photography of business people shaking hands. Stock photography of older couples walking on beaches, or a family on a dock. Stock photography of an advisor pointing at a laptop screen. Stock photography of arrows going up.

Sub-brand — Equity Transition Framework™

shares the master identity

Equity Transition Framework™

Same typography, same neutrals. The Signal accent marks the current phase across the four-phase diagram (Equity Mapping → Tax Opportunity Analysis → Concentration Risk Reduction → Financial Independence Design). Lead magnets share the master identity with a modular cover template.

Clarity today. Freedom tomorrow.

Iconography & layout

principles

Single icon library

One icon set at one weight — Phosphor Icons "regular" or Lucide default stroke. No mixed sets, no emoji as icons.

Generous whitespace

If a section feels tight, it is tight. Left-aligned body text; center only for hero and section-headline moments.

Consistent grid

12-column on desktop, 4-column on mobile, 24px baseline. Typography does the visual work, not decoration.

Full style guide reference

reference sheet

Brand identity style guidefull reference sheet

Content Archive

Everything you have published lives here, searchable and ready to repurpose.