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MBR Business Development — Active Tasks

Section titled “MBR Business Development — Active Tasks”

Prioritized per Filter+Focus.md. Phase A→B items first. Tick when complete. Add new tasks at bottom of relevant phase section.

Phase A→B — Pre-Launch (NOW)

Section titled “Phase A→B — Pre-Launch (NOW)”

Technical

Section titled “Technical”
  • CRM / data architecture — SPEC + DATA-FLOWS drafted (Projects/CRM/). Next: Talbot review → provision Supabase (ca-central-1) → schema deploy → Stripe/QBO Sync wire-up. Blocks: CanadaHelps API confirmation.
  • mybetterrates.com — SvelteKit site, Benefit Snapshot widget embedded, rate table, Cancer50Pledge story
  • Hassle Threshold Engine — reads rate_changes from SQLite, evaluates user threshold, returns alert payload
  • Cancer50Pledge.ca Phase B — custom domain live, pledge form with email capture (Google Sheets), Fathom analytics
  • Custom domain: snapshot.mybetterrates.com → benefit-snapshots widget
  • Custom domain: cancer50pledge.ca → Cancer50Pledge site
  • National Bank scraper (last Big 6 missing from rate pipeline)

Partnerships & Outreach

Section titled “Partnerships & Outreach”
  • David Chilton outreach — Founding Signatory + podcast guest + equity advisor ask
  • Wealthsimple affiliate arrangement — referral link formalized

Strategy & Content

Section titled “Strategy & Content”
  • The Survival Math Visual — polished 4-line shareable graphic ($440k / $200 / $10M / 22.7x)
  • F.A.S.T. Standard — one-page internal design checklist documented
  • First Lunch & Learn pilot — 1–2 corporate contacts; test book → MBR → WealthCare 50 enrollment

Phase B — Notification + Transfer

Section titled “Phase B — Notification + Transfer”
  • Hassle Threshold Engine — alert delivery via email (SendGrid or Resend)
  • Invisible Guardian — web push notifications with 1-Click action embedded
  • 1-Click Transfer MVP — KYC storage, form auto-generation, DocuSign integration
  • Split-Cart tax receipt — CanadaHelps + Stripe API integration
  • WealthCare 50 Alliance Corporate track — HR portal template, CSR dashboard, Employee Wellness Score
  • Financial IQ Score MVP (basic monthly optimization score)
  • Media Engine Phase 1 — 3–5 podcast bookings + 1 national PR pitch
  • TFF Partnership — formal charity partner agreement, September campaign planning
  • Cancer 50 Challenge launch — Chilton as first Founding Signatory, media pitch
  • Rate Expiry Engine — 30-day pre-alert with pre-staged paperwork
  • Net Worth Thermometer — cumulative MBR-generated delta per user
  • Mortgage Broker Referral Network MVP — certify 5–10 Client-First brokers

Phase C+ (Future)

Section titled “Phase C+ (Future)”
  • CARP partnership
  • Debt Map Dashboard
  • WealthCare 50 Alliance — Charity + Association tracks
  • Employer Group Benefits integration (Manulife/Sun Life/Canada Life)
  • Canadian Financial Health Index (requires 12+ months data)
  • Rate Intelligence API (B2B, $99–$499/mo)
  • Open Banking technical readiness
  • SDC as Rung 5 (after MBR at significant scale)

Pending Decisions (Talbot to resolve)

Section titled “Pending Decisions (Talbot to resolve)”
  • Education/Analysis Tools naming — what’s the brand name for the Wealth Acceleration educational component?
  • WealthCare 50 Alliance naming — is “WealthCare 50 Alliance” the final name, or still being refined?
    • More upgrades possible
  • Dynalist ideas — when to schedule a session to review and integrate outstanding brainstorm items from Dynalist