M2M Client Prep Room
Prototype — pick an area to explore.
Two sides of the product: the experience someone goes through after booking with Shaun, and Shaun's broker desk. A real client only ever sees the client side.
Client experience
Book a time, then the prep room
Hold a time with Shaun, get a private prep room, and work through a short guided intake — the whole client journey.
Broker desk · staff only
Lead queue, client files & prep memos
Shaun's side — every booking, its lifecycle status, who it's waiting on, documents, and the deterministic prep memo.
Dev-mode prototype. Data persists to a local JSON file — no real Cal.com, Resend, Supabase or OpenAI calls are made. Demo leads are pre-seeded so the broker desk isn't empty.