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Flywheel-Consulting

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Flywheel Consulting

Reffi App - December 11 Update

Status: On track for Early January 2026 launch Infrastructure: DNS configured, backend integrations complete Next: Production Stripe setup, escrow implementation, UAT Quality Gate: ✅ PASSING (SonarQube, Security Rating A)

📊 Client Overview

Primary Contact: Ronald Berry III Relationship: Active project-based client Start Date: December 2025 Projects: 2 active (Reffi App, Socium Automation)

🚀 Active Projects

Reffi - Referee Marketplace Web Application

Status: Backend Complete → Production Setup → UAT → Launch Repository: /home/alexd/Projects/reffi-webapp Target Launch: Early January 2026 (Free Beta)

December 11 Meeting Summary

Achievements:

  • DNS configured in Resend for reffi.io (verified)
  • Render and n8n access granted and upgraded
  • Backend integrations complete (Resend API, Stripe API)
  • 105 security issues resolved
  • Payment flow specification finalized

Next Steps:

  • Test email system with live domain
  • Switch to production Stripe (micro-transaction testing)
  • Implement escrow payment flow with approval workflows
  • Build UAT environment with feedback popups
  • Ron testing Stripe account setup offline

Payment Model Clarified:

  • Pricing: Variable per-game rates (referees set own rates)
  • Escrow: Upfront payment when league accepts application
  • Approval: Dual methods (automated email + in-app manual)
  • Platform Fee: 10% (timing TBD: launch or after 6-month beta)

Launch Strategy:

  • Phase 1: Free beta (6 months) - no platform fee
  • Phase 2: Monetization activation (10% fee)
  • Testing: Local beta testers, UAT with feedback collection

Payment Flow Documentation | Current Status | Tasks

Socium n8n Automation

Status: Active, running smoothly Last Run: Previous month (successful) Next Run: Week of December 16 (matching meeting scheduled Thursday)

Automation Status (December 11 Update)

Previous month’s automation run left Ron feeling confident in the system. No issues reported.

Upcoming: HubSpot beta feature being tested - line items can now associate to other objects, allowing direct tie between line items and commission objects.

Task List

🔧 Shared Resources

Platform integrations and tools shared across all projects

  • Supabase (Reffi backend)
  • Stripe Connect (Reffi payments)
  • Resend (Reffi transactional emails - reffi.io domain configured)
  • n8n (Socium automation - upgraded via Render)
  • HubSpot (Socium integration)

📞 Key Contacts

  • Primary: Ronald Berry III (CEO)
  • Technical Lead: Alex de Gracia (Development & Integration)

💰 Business Terms

Relationship Type: Project-based consulting Started: December 2025 Active Engagements: 2 (Reffi, Socium) Payment: Invoice pending (payment scheduled Monday per Dec 11 conversation)

📋 Activity Log

2025-12-11 - Reffi Progress Meeting

Infrastructure Complete

Ron completed DNS setup in Resend for reffi.io domain. All backend integrations (Resend API, Stripe API) are now active.

Discussion Topics:

  1. DNS & Email: Domain verified in Resend, ready for email testing
  2. Stripe Testing: Identity verification failing in test mode (expected) - decision to switch to production for realistic testing
  3. Payment Flow: Detailed specification documented (variable pricing, escrow, dual approval methods)
  4. Collaboration Protocol: Ron managing frontend via Lovable, Alex handling backend/security
  5. Testing Strategy: UAT environment with feedback popups, local beta testers

Socium Update:

  • Previous automation run successful
  • Next run scheduled for week of Dec 16
  • Testing HubSpot beta feature for line item associations

Timeline:

  • Ron working on frontend through end of year
  • Target launch: Early January 2026
  • Launch as free beta (6 months feedback collection)
  • Monetization activation after beta period

Client Relationship Update

Discussion about NeuroPathwayConnect client (Zach). Ron maintains policy of not getting involved in inter-business relationships, advised Alex to manage as appropriate.

Payment: Invoice payment confirmed for Monday (funds hit Ron’s account)

📋 Current Focus

Reffi App (High Priority)

This Week:

  1. ✅ DNS configuration complete
  2. 🔄 Test email system with live domain
  3. 🔄 Production Stripe setup
  4. 🔄 Escrow payment implementation
  5. 🔄 UAT environment build

Ron’s Responsibilities:

  • Frontend improvements via Lovable
  • Offline Stripe account testing (referee setup)
  • Database field additions (flag complex changes for Alex review)

Alex’s Responsibilities:

  • Backend development
  • Security updates
  • Escrow payment flow implementation
  • Email approval webhook handlers
  • UAT infrastructure

Socium Automation (Maintenance)

Monitoring:

  • Next automation run: Week of Dec 16
  • Testing HubSpot line item association beta feature
  • Client: Steven (described as “super chill, easy guy”)

🎯 Success Metrics

Reffi App Launch Readiness

  • Backend integrations complete
  • DNS configured
  • Email system tested in production
  • Stripe production mode active
  • Escrow payment flow implemented
  • UAT completed with beta testers
  • All edge cases handled
  • Payment approval workflows tested

Socium Automation Health

  • Monthly runs executing successfully
  • Client satisfaction high
  • New HubSpot features integrated (beta testing)

Project-Specific Information

For detailed project documentation, SOPs, tasks, and activity logs, see individual project folders under 🚀 Projects/.

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