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Product & Business Action Plan — Jim

Overview

Everything below comes out of the MVP deep-dive. Items are grouped by type; within each group, top to bottom is priority order. Items marked ⛔ are blocking — the pilot should not launch until they're done. Recommendations are noted as recommendations; open questions stay open until you close them.

A. Decisions Only You Can Make

  1. ⛔ Revenue language. Kill "fee per referred patient" everywhere — per-patient payments from providers are the classic fee-splitting fact pattern in California (B&P §650) and endanger the pilot dentists' licenses, not just the company. The recommended replacement is the flat, fair-market-value service-fee stack (flat monthly provider fee + patient-paid cross-border coordination fee). Open sub-question: whether pilot offices will accept an upfront flat fee at all — one idea worth considering (not strongly held) is tiered provider roles and/or a free Phase 0 that converts to paid after demonstrated consult volume. Your read on Raymond's and Dr. Zahedi's actual appetite decides this. 2. ⛔ The advertised promise. Approve replacing "lifetime guarantee" with the portability promise: "your implant records, complete and portable, for life — exportable by you, at any time, in standard formats." Engineering is building the export feature that makes it literally true. 3. Ad scope. Recommendation: full-arch only for v1; sleep apnea and aligners parked until the funnel converts. Needs your sign-off. 4. The company name. The shortlist to hand counsel: Ankora, Arkiva, and First32 (preserved as the original-name variant; avoids "Care" entirely; not yet screened). Meanwhile, pilot ads run under a neutral campaign brand — no paid advertising under "CareFirst" or "Care Wallet." 5. Entity structure (standing items, now more urgent because contracts are coming): Vitang Technology LLC vs. new entity; Samuel's formal role; IP assignment.

B. Counsel Engagements (money that must be spent)

  1. ⛔ Healthcare counsel: BAAs for all three offices (required before the first real record is stored); review of the fee structure against fee-splitting/anti-kickback rules; review of final ad language. 7. Trademark counsel: full clearance on the shortlist (Ankora / Arkiva / First32), US + CNIPA (China matters given the cross-border model). Preliminary screening is done and documented; this converts it into a real opinion. 8. China data counsel (before the first Qingdao case, not before the pilot): bless the recommended two-path records strategy — patient-carried discharge records as the default, the 2024 CAC contract-performance exemption as backup. This remains an open question until counsel confirms; the research memo is ready to hand over.

C. Pilot-Office Actions (your relationships)

  1. ⛔ Get commitments in writing — even a one-page pilot agreement per office. Also answers the outstanding diligence questions: what exactly is Raymond's relationship to the company, and what has each office actually agreed to? 10. Learn each office's in-house capabilities — do Raymond's Oakland/Richmond offices and Dr. Zahedi's Tustin office place full arches themselves, or refer them out? This determines whether the tiered-fee idea is even relevant, and shapes the fee conversation either way. 11. Confirm who fronts the ad spend — still unanswered from the original plan; changes pilot unit economics. 12. Get the implant-system list — which implant brands/systems each pilot office (and the Qingdao partners) actually place. Engineering needs it to seed the implant identity dataset.

D. Qingdao Actions

  1. Walk Wang Huizhang through the discharge-day ritual — bilingual record-release request signed pre-surgery; complete DICOM + surgical report
  • implant specs handed to the patient at discharge. The legal path works only if the operational habit exists; this is a relationships task before it's anything else. 14. Keep the records-only boundary — the company does not select, book, or take margin on overseas treatment in the MVP. The patient contracts directly with the clinic (this is also what keeps the China data path clean).

E. Explicitly Parked (no action, on purpose)

$FIRST (all forms) · blockchain implementation · PMS integrations · China hosting/entity · public Trust Score · Care Wallet mass promotion · sleep apnea + aligner campaigns.

The Order of Operations, Compressed

This month: decisions A1–A3 → engage counsel B6–B7 → office conversations C9–C12 (one combined sit-down per office covers all four). Before first ad runs: BAAs signed, neutral campaign brand live, ad language counsel-approved. Before first Qingdao case: B8 counsel review, D13 ritual agreed with the receiving clinic.

The one-sentence version: the pilot is legally launchable the day the fee language is fixed, the promise is rewritten, the BAAs are signed, and the offices have signed a page — everything else is sequenced behind those four.