Topics, agreements, ideas, goals and tasks pulled from three working sessions between Ian Alleyne (PayWise) and Pablo Esparza Jimenez (Coordenadas) — Island Finance rollout, merchandising & agent onboarding, and the pharmacy outreach strategy call.
PayWise's target: 400 new agents signed up by the end of the year — described by Ian as "a tall order." Every workstream below (merchandising, pharmacy outreach, onboarding flow, marketing cadence) exists to push toward that number.
Each topic below separates what was actually agreed (settled, ready to build) from tasks (who owns the next action) and ideas that were floated but not yet decided. A full log of open decisions sits at the bottom.
Island Finance was added as a payable under Financial Services. Card payments for loans run through a different processor than utilities (no card-saving yet — coming with a new provider in ~3 months). Customer bill number must be 8 digits.
Record a full walkthrough/demo video of the Island Finance payment flow.
Finalize the "real-time payments" post copy/caption — coordinate with Phil.
Ian to loop in Phil to refine and approve the final caption.
Onboarding runs on two people: a "closer" who signs the merchant up on the spot, and a second person who handles the real data entry/KYC. Coordenadas owns the collateral both roles carry into the field.
Design the PayWise agent package (merch/signage/posts/badge/brand kit).
Build the short lead-capture form for the field closer.
Build the tablet portfolio: storefront mock-up generator + merch showcase pages.
Design the physical welcome/care package (reference: the "purple box" unboxing example Pablo shared).
Set up a CRM sales pipeline for agent acquisition — closer-tracking + onboarding stages.
Reach out to the delivery-business owner to propose a case study interview.
Ian to give Pablo the delivery-company owner's contact email.
From the Aug 10 strategy call. Outreach email is vertical-agnostic — swap "pharmacy" for any business type and reuse.
send.paywise.com) to protect the main domain.Build the agent-focused landing page (bill-payments angle) for outreach emails.
Give Simone platform access to see send/click/bounce metrics.
Finish the remaining email signatures (Simone Jack's is done).
Once the agent list arrives, tag those contacts as "agents" in the email platform audience.
Keep building the pharmacy list and pull the TOP business list (phone + email).
Send Pablo the current agent list for newsletter tagging.
Pablo to personally contact a pharmacy connection and send the outreach deck.
Sourced from Ian's calls with existing users.
Send Pablo a screenshot of the current app home page (not downloadable in Colombia).
Prototype the personalizable home-page icon grid for Ian's review before developer handoff.
Scope and prioritize the "Ask AI" FAQ bot — idea only, no build commitment yet.
Rebuild the website home page after Island Finance materials are finalized — a rotating carousel, max 4 slides.
Build the 4-slide carousel once Island Finance work wraps.
Finish backend wiring; get the form live and linked from the website.
Link it from the website and reference it in support replies for app-signup issues.
A separate Coordenadas client engagement discussed on the same call — tracked here since it shares the same task owner.
Finish and test automated check-in/checkout reminder notifications — date field bug fixed Sunday night, still needs a live test.
Fix checkout UI: entered text renders too close to field labels — confirm across browsers.
Show clear US$ / TT$ prefixes on checkout totals — likely requires editing plugin files directly; document every change for the plugin's official developer.
Change "Browse [Bros] Store" wording to "Browse Website."
Remove cash-on-delivery once the client confirms cash vs. card/wallet only.
Photo retouching pass: greener grass, remove electrical lines/poles, remove galvanized roofing element, remove car-park floor item, remove porch paper, remove soap bottle, fix duplicated photo, check for broken gallery links.
Meet with Diego to report photo-editing progress.
Nothing here is scheduled until PayWise and Coordenadas land on an answer.
| Decision needed | Raised by | Notes |
|---|---|---|
| Billboard ad spend | Ian | ~$20–24k/yr via agency vs. ~$5–7k direct-to-property-owner. No budget commitment made. |
| "Ask AI" FAQ chatbot — build or shelve | Pablo | Ian reacted positively; not yet scoped for development. |
| Gas-station wallet acceptance partnership | Ian | Tied to the delivery-company account; no timeline set. |
| Signage-replacement request routing | Pablo | Direct to Pablo, or through the onboarding rep first — needs a simple process answer from Ian. |
| Halo Place checkout: cash-on-delivery vs. card/wallet only | Ian, re: client | Waiting on the client's answer. |