Five decisions, all with defaults if you skip. Reply by letter, one-line, or full thought — whichever lands easiest. Partial responses are useful too.
The directory is far further along than originally estimated. June 1 Pilot is feasible if these decisions land in the next ~2 weeks. Default if you skip: Both tiered + 6% + HHE-only + subdomain + light HIPAA. Reversible within 2 weeks.
| # | Question | Pick one |
|---|---|---|
| Q1 | Gating ~60% of feature decisions cascade |
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| Q2 | Pricing 6% take-rate already configured |
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| Q3 | Practitioner scope brand vs. growth |
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| Q4 | Domain SEO + brand association |
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| Q5 | HIPAA marketing trust signal vs. legal exposure |
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Apr 23 verbal agreement to monthly cadence already exists — this is just the calendar-lock for that. Default if you skip: I'll send a one-line nudge Wed; voicemail Fri if still silent.
The wireframe is built (clickable prototype linked from Monday's brief). Next 8 working days = recommendation engine + e-brochure + advisor handoff endpoint. Default if you skip: build forward; ship May 14.
Two real differentiators that aren't yet being told as stories. The Capital OS partner agreement APY (rumored ~4.5%) needs verification before customer-facing copy — I'll pull it this week regardless.
Capital OS posture (high-yield wallet + business credit for practitioners):
HIPAA posture (Daily.co BAA + Terra health sync):
30-min session, three items: Ask Zuzu + Knowledge Import + a third item I'll bring. Outcome per item: sunset / refactor / relaunch. Default if you skip: roll into next standing-call slot.
Open lane. Things I missed, things I got wrong, things you want me to know.
Submitting saves your responses and notifies me. You can also generate a copy-able summary first.