Bottom Line
- 70% Complete: Claim tracking, commissions, client contact, and basic reporting are fully operational
- Missing 30%: Salesforce sync, manager-level reporting, marketing hub, and native mobile apps
- Quick Wins: Enhanced manager dashboard, marketing/FAQ hub, API footer link relocation
- Big Lifts: Salesforce API integration, iOS/Android native apps
1. Core App Functionality
Requirements: Claim tracking, reporting, commissions, client contact, multi-rep support, Salesforce sync
Built & Operational
Claim Pipeline
Full kanban/list view with 9 stages (lead → closed_won/closed_lost)
/claims
Commission Tracking
Auto-calculated commissions with configurable rates (15% rep, 10% ISO, 5% CPA by default). Dashboard shows MTD/Today/YTD.
/commissions
Client Contact System
- Document upload portals with magic links (
/upload/:token) - clients upload W-2s/tax returns without accounts - Email verification with resend (rate-limited)
- Automated welcome emails when claims are created
Multi-Rep Support
Organization-first multi-tenancy - ISO companies can have multiple reps, each with their own claim pipeline and commissions
Products
Restaurant Tax Credit (primary), with structure for Lending, Restaurant Accounting, etc.
/products
Reporting
Individual rep dashboards show pipeline, commissions, and action items
Missing Components
- Salesforce Data Consumption: API sync layer not yet implemented
- Organization-Level Reporting: Manager dashboard for ISO companies to view all reps' performance
- Mobile App: Currently a responsive web app at
https://tips2.kyd.net(no native iOS/Android)
2. Marketing Materials, FAQs, Talking Points
Built & Operational
Product Pages
SEO-optimized public pages with full details, JSON-LD schema, Open Graph meta
/products
•
/products/:slug
CSV Import
Bulk upload restaurant leads from CSV with automated welcome emails
Guest Share Links
Shareable org profiles without sign-up
/guest/organization?token=
Missing Components
- FAQ Section: Dedicated FAQ page for common questions
- Marketing Materials Library: Downloadable PDFs, one-pagers, sales collateral
- Talking Points / Sales Scripts: Structured sales training content
- Blog/Content Hub: Training articles for ISOs (you're reading the first one!)
Current Workaround: Footer links to /products for SEO. API access link should move from navbar to footer only.
3. PRD: Product Requirements & Screens
User Types
- ISO Rep - Individual sales representative
- ISO Company - Multi-rep sales organization
- Restaurant Owner - Client business owner
- CPA - Tax calculation reviewer
- Admin - tips2.kyd.net internal team
Core Screens Status
Missing Pieces & Priorities
- Manager Dashboard: ISO company owners need to see all reps' performance (aggregate commissions, claim velocity, top performers)
- Marketing/Training Hub: FAQ, talking points, one-pagers, training videos
- Salesforce Sync: Bidirectional data sync (claims, contacts, activities)
- Mobile App: Native iOS/Android (current: responsive web only)
- Promo/Updates System: In-app announcement banner or notification system for new products/promos
Technical Architecture
Summary & Next Steps
Platform Readiness: 70%
What's Working
Claim tracking, commission management, client contact systems, multi-rep support, and individual reporting are fully operational and battle-tested.
Quick Wins (1-2 weeks)
- Enhanced manager dashboard at
/team - Marketing/FAQ hub at
/marketing - Move API access link from navbar to footer
Big Lifts (4-8 weeks)
- Salesforce API integration (bidirectional sync)
- Native iOS/Android mobile apps
- Advanced analytics and reporting dashboards