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Future Vision

A phased path to enterprise scale.

Ship the front door. Layer intelligence. Expand the channel.

  1. Phase 1Now

    MVP

    • NFC digital cards
    • Consumer landing
    • Bookings integration
    • Jarvis hand-off
  2. Phase 2Q2

    CRM Enhancements

    • Contact sync
    • Territory routing
    • Team dashboards
  3. Phase 2Q3

    AI Follow-Up

    • Drafted outreach
    • Best-time send
    • Sentiment triage
  4. Phase 2Q3

    Lead Scoring

    • Propensity models
    • Priority queue
    • Attribution
  5. Phase 2Q4

    Voice Notes

    • Agent recap
    • Auto-summary
    • Compliance capture
  6. Phase 3Q4

    Predictive Insights

    • Enrollment forecasting
    • Retention signals
    • Territory planning
  7. Phase 3Next Year

    Enterprise Rollout

    • All field agents
    • Retail channel
    • Broker network