Scope clarity first.
Requirements V6.0 titles a Sales & Member Success Platform — not the same project as “integrations on top of WellnessLiving.” Mark the path and Q1–Q15 so the roadmap matches what you actually want built.
- 01Pick Path 1, 2, 3 — or mark Unsure
- 02Lock scope on 15 path-defining questions (Q1–Q15)
- 03~10 min · answers go to IslaIntel for the working session
Which product path do you want?
These are very different builds. Mark the path so we share one picture of the build.
Path choice drives scope, timeline, and investment for the entire engagement.
When you wrote V6, did you intend Path 3 (owned platform replacing WL), or mainly a better staff tool on top of WL (Path 1/2)?
Path 3 = multi-phase platform. Path 1 = smaller WL-based engagement.
In 12 months, who must own membership billing & Paid Through — Urban Boxingʼs system, or WellnessLiving?
If WL owns billing, Path 3 billing work is out of scope.
Is “replace WellnessLiving entirely” a hard goal, a long-term hope, or off the table for now?
Hard goal → Path 3 + migration. Hope/off → Path 1 or 2.
Must Stripe run recurring membership charges (UB-owned), or is WL/current payment stack fine for 12–18 months?
Stripe-owned recurring = Path 3 billing engine.
Is the New Member Success Apps Script the product to keep improving, or the prototype to replace with a real app?
Keep improving → Path 1/2. Replace → Path 2/3.
First production footprint: one pilot gym, or all five on day one?
Five-gym day-one multiplies legal/Stripe/training cost.
Investment appetite for the next 6–12 months (order of magnitude, if youʼre willing to share)?
Helps us recommend path + phasing — optional if not ready.
Calendar: when do you need a meaningful production win?
Under 3 mo favors Path 1/2. 3–6 mo may fit a focused Path 2 or Path 3 slice.
For Path 3: is Build A (staff queue + Stripe new-member sale) enough for year one, with billing/migration later?
Phased Path 3 is a smaller year-one scope than full A→D.
Who owns production Stripe, cloud, DNS, email — Urban Boxing, or is vendor-held OK short-term?
V6 wants UB ownership; affects ops setup in Phase 0.
Location → Legal Entity → Stripe map — do you already have this, or is it unknown?
Unknown blocks any paid Stripe pilot.
Counsel for VA/MD/DC waiver + autopay — engaged, or not started?
No counsel → no Path 3 production signatures.
Pilot gym + GM who will live in the tool daily — can you name them now?
No champion → adoption risk on any path.
If Path 3: migrate all existing WL clientele in year one, or only after new-member billing is proven?
Full migration Y1 is a separate large workstream.
Success definition in 90 days: what must be true for you to call this a win?
Write it — we reverse-scope path and plan to that win.
Who should we follow up with?
So IslaIntel can attach this mark-up to the right Urban Boxing stakeholder.
Thank you.
Your path and scope marks are with IslaIntel. We’ll use them to align the roadmap for the working session.