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9/7 Meeting


View 2 of View 2 of Topics 12
Name
Topic
Notes
Resolution/Action
Resolved?
Fidelitone challenges
Retrospect on Fidelitone’s responsiveness and support on product SKU integration
Resolutions: call Teri, call Doug
Followup at test kit meeting
Recap issues with SKU integration, raise concerns for future partnership
Slow update return shipping address
Tickets filed with Kandis
Customers reporting issues updating addresses
Next steps:
QA testing update address flow to ensure no bugs
Design first pass underway to improve usability of account section — see roadmap below
Receipt Generation
we need a way to provide members with a receipt for purchase.
Matt to contact Shopify Plus support. If necessary, Colin may be a good resource.
Customer Requests - Research Hub
What tags on Gorgias should we use to categorize customer interest in something along the lines of the research hub?
⁠
@Katie Spinosa
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to share spreadsheet that Danny created about customers reaching out to the help center.
Product Roadmap Overview
Faster TallyAge Results
Happy path customer results released in 1 day instead of 8 days
Tally 2.0 — launching mid Sept
Personalized & customized action plans
Action Plan goals with how-to’s, benefits, and research
Emerging research recommendations
Simplified navigation
Active member status (previously discussed)
Amplify supplements — launching late Sept
Amplify supplements
Callouts - unified fulfillment, colored capsules
Research hub (teased in Tally 2.0) — launching Oct
Research section is a home for evergreen longevity content, scientific research, recommendations library

Fall 2023 - Goals & Investment Opps
Goal: Purchase flow CVR%, member retention
Purchase workflow CVR optimization
Failed payments
Lifecycle marketing enablement — single test discounted upsell workflow, winbacks, upsells
Goal: Member retention/satisfaction/activation
Tally AI & data capture — 1P data collection, wearable data integration, upgraded health insights & recommendations, data engineering and AI enablement
Streamline Lifestyle survey completion
Action plan turnover upgrade
Tally Explorer comparisons — top satisfaction gap for biohackers, per research
Design update for account/membership — improve usability
Membership gamification/rewards — investor request
Goal: Differentiate membership + improve unit economics
Launch Restore sleep supplement
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