navidocs/PRESENTATION_CHECKLIST_RIVIERA_PLAISANCE.md

NaviDocs Presentation Checklist - Riviera Plaisance

Meeting Time: <1 hour from now Date: 2025-11-13 16:00 UTC Attendee: Riviera Plaisance (Sylvain) Purpose: Present NaviDocs features for inclusion with boat sales

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✅ What's Ready

1. Feature Selector (PRIMARY TOOL)

URL: https://digital-lab.ca/navidocs/builder/riviera-meeting.html

Features:

• Interactive checklist for all 8 features
• YES/MAYBE/LATER voting buttons per feature
• Notes/feedback textarea per feature
• TTT compliance (source citations)
• Export options: JSON, Email, Print
• Auto-saves to localStorage

How to Use:

1. Open URL in browser
2. Go through each feature with client
3. Mark YES/MAYBE/LATER
4. Add notes for customization requests
5. Export at end of meeting (JSON preferred)

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2. Intelligence Brief (BACKGROUND)

URL: https://digital-lab.ca/navidocs/brief/

Content:

• 94 intelligence files from 5 cloud sessions
• €14.6B market analysis
• 52 features analyzed
• Complete technical architecture
• Use for deep-dive questions

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3. Demo Site (VISUAL)

URL: https://digital-lab.ca/navidocs/demo/ Main Site: https://digital-lab.ca/navidocs/

Shows:

• Smart OCR in action
• Multi-format uploads (JPG, DOCX, XLSX, etc.)
• Timeline activity feed

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🎯 8 Features Overview

Phase 1: DEPLOYED (Show these working)

1. Smart OCR (36x speedup)

• Extract text from PDFs in <10 seconds (was 180s)
• Uses pdfjs-dist for native text, Tesseract fallback
• Demo: Upload 100+ page PDF, show instant search

2. Multi-Format Uploads

• Support: PDF, JPG, PNG, DOCX, XLSX, TXT, MD
• Intelligent routing per file type
• Demo: Upload different formats, search across all

3. Activity Timeline

• Chronological event feed
• Date grouping, infinite scroll
• Demo: Show document upload history

Phase 2: READY TO BUILD (Get client selection)

4. Inventory & Warranty Tracking (90-120 min)

• Equipment list with warranty status alerts
• Attach documents to equipment
• Service history tracking
• Value: Never miss warranty expirations, save €15K-€50K per boat

5. Maintenance Scheduler (90-120 min)

• Recurring task scheduling (days/hours/miles-based)
• Auto-calculated next due dates
• Dashboard alerts
• Value: Prevent €5K-€100K warranty penalties

6. Crew & Contact Management (60-90 min)

• Marine operations directory
• Crew certifications, service provider ratings
• Emergency contact quick access
• Value: Save €500-€5K per repair in delays

7. Compliance & Certification (75-90 min)

• Regulatory compliance tracking
• Automated renewal alerts
• Expiration date management
• Value: Avoid €20K-€100K VAT penalties

8. Fuel Log & Expense Tracker (90-120 min)

• Fuel consumption tracking (MPG/GPH)
• Expense management with 15+ categories
• Budget vs actual comparison, charts
• CSV export for accounting
• Value: Uncover €60K-€100K annual hidden costs

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💼 Integration Options (If Client Asks)

WhatsApp Business API

• Document upload via WhatsApp
• Warranty/maintenance alerts
• Natural language search
• Cost: €3-88/month (fleet size dependent)
• Spec: INTEGRATION_WHATSAPP.md (1,178 lines)

Claude CLI Chatbox

• AI assistant with full document context
• Streaming responses
• "Search online" capability
• Cost: €0.30-4.50/month per user
• Spec: INTEGRATION_CLAUDE_CHATBOX.md (1,469 lines)

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📋 Meeting Flow

Opening (5 min)

1. Show feature selector URL
2. Explain purpose: "Select what you want, we'll build it"
3. Note: 3 features already working, 5 ready to build

Feature Walkthrough (30 min)

For each feature:

1. Read feature description from selector
2. Ask: "Is this valuable for your customers?"
3. Mark YES/MAYBE/LATER
4. Capture notes in textarea
5. Discuss build time estimate

Demo (10 min)

1. Show https://digital-lab.ca/navidocs/demo/
2. Upload sample document
3. Perform search
4. Show timeline

Next Steps (5 min)

1. Export feature selection (JSON)
2. Discuss timeline: 90-120 min per feature
3. Pricing discussion (if applicable)
4. Pilot boat selection

Closing (5 min)

1. Send exported JSON via email
2. Schedule follow-up
3. Thank you

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🚀 After Meeting

Immediate:

1. Save exported JSON from feature selector
2. Review notes from meeting
3. Send thank you email with feature selector link

Next 24 Hours:

1. Launch cloud sessions for selected features (Sessions 6-10)
2. Each session: 90-120 minutes build time
3. Use INSTRUCTIONS_FOR_ALL_SESSIONS.md for coordination

Files Created:

• /home/setup/navidocs/feature-selection-riviera-[DATE].json (from export)
• /home/setup/navidocs/MEETING_NOTES_RIVIERA_PLAISANCE.md (create after meeting)

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⚠️ Important Notes

Technical Constraints:

• StackCP has NO Node.js runtime (PHP/Python only)
• Backend requires external VPS deployment
• Meilisearch already running on StackCP (port 7700)

Build Capacity:

• 5+ cloud sessions can work in parallel
• Self-coordinating via GitHub master doc
• Total build time: ~450-600 minutes (7-10 hours) for all 5 features

Pricing Positioning:

• Position as "included with every boat sale"
• Creates sticky relationship with customers
• Reduces broker support calls
• Increases resale value documentation

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📞 Contact for Questions

During Meeting:

• Feature selector has TTT citations (source files)
• Intelligence brief for technical deep-dive
• LOCAL_DEVELOPMENT_SETUP.md for "can we run this locally?"

After Meeting:

• GitHub: https://github.com/dannystocker/navidocs
• Branch: navidocs-cloud-coordination
• Latest commit: 60c73bb

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You're ready! All materials live and tested. Good luck with Riviera Plaisance! 🚀