Status
Last updated: 2026-02-01 15:21 ET
Roadmap (parallel tracks)
Track A — UX funnel (single system)
Goal: one conversation, one input, zero confusion.
Milestones
- Consultancy-first positioning (hero + canon-first brain)
- 2FA gate + pre-qual wired up
- Single-input onboarding (name → email → code → pre-qual through the main chat input)
- Minimal hero (not resume-y) + remove duplicate hero navigation
- Dopamine funnels: clear step-by-step progress + “next move” prompts
Testing / deploy
- Status: In progress
- Tested: Partial (chat UX cleanup merged)
- Deployed: ✅ Production
Track B — Retrieval (canon at scale)
Goal: robust answers without tool-worship, grounded in your canon.
Milestones
- Canon-first brain foundation
- Hybrid embedding retrieval merged (feature-flagged)
- Real embeddings now live end-to-end (server query embeddings + prebuilt brain vectors)
- Expand canon Q&A coverage (hundreds of grounded questions)
Testing / deploy
- Status: ✅ Live
- Tested: ✅ Verified in prod (
/api/embedreturnstext-embedding-3-small) - Deployed: ✅ Production
Track C — Tool: Free AI Consultant → Deep Mode
Goal: free consultant gives real value; deep mode is LLM-powered, safe, and metered.
Milestones
- Gate flow foundation (email 2FA)
- Readiness Scorecard v1 (free output)
- Deep Mode output spec (what’s free vs what costs credits)
- Credits ledger + metering (Stripe-first)
- Rate limits + risk-tier restrictions enforced
Testing / deploy
- Status: Not started (beyond gating)
- Tested: N/A
- Deployed: N/A
Track D — Booking system (we build it)
Goal: qualified lead → picks slot → confirmations → admin view.
Milestones
- Booking v1 (availability rules + slot picking)
- Notifications (email + optional WhatsApp)
- Calendar sync (phase 2)
Testing / deploy
- Status: Not started
- Tested: N/A
- Deployed: N/A
Track E — Case studies (story-first proof)
Goal: proof that reads like stories (emotional), but lands like business outcomes.
Milestones
- /case-studies exists
- VSL #1 (Activation) drafted and live
- Restructure: each case study gets its own page (/case-studies/*) + index preview = first paragraphs
- Finish long-form #2–#5 using the 26-beat structure (adapted to your voice)
- Remove all meta/scaffolding language (“short version”, “exec-friendly”, “anonymous”) from user-facing copy
- Report-style formatting (light mode, headers, metric blocks, simple charts)
Testing / deploy
- Status: In progress
- Tested: Needs full mobile pass after restructuring
- Deployed: ✅ Production (iterating)
Track F — Process
Goal: you get exec-level visibility; I manage stories.
Milestones
- /status page + WhatsApp preview
- Embeddings rebuild automated (GitHub Actions; direct-to-main; Batch API)
- 60‑minute cadence cron (hard interrupt)
Track G — Studio (scripts + teleprompter)
Goal: write → rehearse → record (mobile-first), with version history.
Milestones
- Multi-tenant auth model (users + workspaces + memberships)
- Script library (CRUD + upload) + version history
- Teleprompter v1 (mobile-first, mirror mode, speed controls)
- Voice-follow (phase 2)
What I’m doing next (now)
- Case studies restructure (per-story pages + index previews from first paragraphs)
- Case studies doc formatting (light-mode report layout + metric blocks + simple charts)
- Case studies: write #2 (Conversion) next
Links
- Status: https://wilcasillas.com/status