ROADMAP — Smart Debt Coach (SDC)
Section titled “ROADMAP — Smart Debt Coach (SDC)”Highest-level Table of Contents for current and future plans. Thin view only — every claim below links to its SSOT; nothing here is restated in full. Strategy SSOT: Strategic Plan · Mission/Vision SSOT: Mission / Vision
Mission & Vision
Section titled “Mission & Vision”Full text lives in the SSOT files — link only, no restatement here:
Strategic Positioning
Section titled “Strategic Positioning”Category: Client-first Leveraging (new industry category, not “advisor-first” or “no-leverage”) Brand: $MART DEBT Strategies — the proprietary implementation system Tactic: four delivery layers — open Strategies Library · F.A.S.T.T. micro-apps · advisor/industry services · Cancer50Pledge bonus Focus: almost entirely financial advisors and industry; individuals a distant secondary. Canada restart first, U.S. next (2026-09-06)
Full: Strategic Plan
What Exists (KB & Deliverables)
Section titled “What Exists (KB & Deliverables)”- Identity — Mission ✓, Vision ✓, Cancer Pledge ✓
- Strategy — Strategic Plan ✓, Core Value Propositions ✓, Key Success Factors ✓, Unique Selling Proposition ✓, Ideal Client Profile ✓, Brand Voice and Tone Guidelines ✓
- Strategies Library — Strategies Library ✓ (25 strategies, risk-sorted -1 to 3) + SCHEMA ✓ — Strategic Plan Phase 1b, layer 1 of four. Moved to
SDC/IP/2026-09-21. Schema v0.3; risk axis CEO-approved, Risks review still outstanding - Offerings — Smart Debt Offerings (draft): digital pamphlet/booklet/book/course, LevPro software (simplified/unregistered)
- Opportunities — Opportunities (index), Outcome-Based SaaS, Valuable Niche Websites
Filter+Focus
Section titled “Filter+Focus”- Filter+Focus — ranked rocks + decision log, structure ported from MBR 2026-08-27. First-pass draft; still needs a full brainstorming refresh the way MBR’s list grew.
- Governance cadence (90-day rocks, weekly briefing) not yet built — deferred until execution volume justifies it.
Related
Section titled “Related”- Strategic Plan — strategy SSOT
- Strategy — full folder index (Waypoint-generated MOC — distinct purpose from this ROADMAP: flat file list vs. narrative plan)
- SDC Dashboard — business home page