Week 4 Progress Report

Practitioner-Centered Experiment Platform

A/B research platform integrated with operations and appointment systems for conversion-focused marketing teams

Week 3 to Week 4User Focus Refinement

Previous Framing

General outreach optimization for service businesses using channel A/B tests.

"Compare AI Voice, AI SMS, and Human channels to see what performs better."

→

Current Framing

Focused on marketing managers in large appointment-based stores and clinics.

"Help teams run strategy experiments that deepen customer relationships and convert leads into sales."

Week 4 Positioning: The product is now explicitly an A/B research platform integrated with appointment and operations workflows, designed for practitioner decision-making in daily marketing execution.

Week 3 BaselineWhat Was Already in Place

Experiment platform spec and demo workflow were completed

Core module boundaries were defined: Strategy, Experiment, Analytics

Channel comparison model (AI Voice / AI SMS / Human) was established

Open question remained: who is the primary practitioner and what outcome matters most?

Week 4 resolved this with a concrete user and business-conversion lens

Week 4 ProgressStrategic Clarification and Product Framing

ICP Clarification

Defined the primary user as marketing managers of large appointment-based stores and clinics.

Outcome Focus

Reframed the goal from "channel performance only" to relationship quality and lead-to-sale conversion.

Product Positioning

Positioned as an A/B research platform connected to both operations and appointment systems, not a standalone marketing tool.

Execution Direction

Prioritized experiment templates and measurement loops that can be directly used by practitioner teams.

DeliverablesWeek 4 Output Package

UUser Profile

Clearly documented user profile: marketing manager in large appointment-based operations with multi-channel needs.

PProblem Framing

Refined core job-to-be-done: design and compare strategy combinations that drive both relationship depth and conversion.

IIntegration Scope

Mapped required links to appointment events, operations actions, and sales outcomes for closed-loop analysis.

MMetric Direction

Defined practitioner-oriented metrics beyond response rate, including lead progression and conversion contribution.

ComparisonWeek 3 vs Week 4

Area	Week 3	Week 4
Primary User	Broad service operators	Marketing managers in large stores/clinics Focused
Product Role	Experiment concept + demo	Operationally integrated research platform Refined
Value Promise	Find better outreach channel	Build relationships + convert leads to sales Shifted
Integration Depth	Messaging-centric	Appointment + operations + attribution loop Expanded
Success Metric	Response / reach uplift	Decision quality + conversion impact Reframed

System ViewPractitioner Workflow Architecture

Frontend

Manager Console

Experiment Composer

Conversion Insight Board

API Layer

Campaign Orchestration API

Appointment Sync API

Attribution API

Services

Strategy Engine

Channel Execution

Follow-up Scheduler

Experiment Assignment

Data

PostgreSQL (Multi-tenant)

Appointment Events

Lead Conversion Timeline

RoadmapNext Steps

Week 4

Target user and product framing aligned (current)

Week 5

Implement experiment authoring flow for practitioner use cases

Week 6

Integrate appointment and operations signals into attribution loop

Week 7

Run pilot scenarios and validate decision quality with sample tenants

Checkpoint

Prepare stakeholder review with conversion-oriented evidence framework

Week 4 Summary

Review Current Demo Baseline →

Week 5 implementation will build on this baseline with practitioner-first workflows and conversion tracking.