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🔍 Overview

This proposal outlines a strategic integration between Swan Innovations and Badge to build a wallet-first engagement model for retail energy consumers. By leveraging Apple and Google Wallet passes, Swan can transform its card-based EV charging benefits and energy trading initiatives into dynamic, personalized experiences—without requiring users to download an app.

The solution enhances acquisition, retention, and engagement through passes that support geofencing, referrals, and real-time updates tied to Swan’s battery and prepaid card programs.

The rollout follows three stages:

🦀 Crawl – Launch an API-driven MVP for issuing Wallet Passes tied to EV benefits.

🚶🏻 Walk – Introduce dynamic offers, geofencing alerts, and referral mechanics.

🏃🏻 Run – Scale with loyalty conversion, merchant offers, and prepaid card linkage.

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🦀 Phase 1: Crawl – API Integration & MVP Launch

Overview: This phase focuses on issuing Swan-branded Wallet Passes that align with upcoming EV charging and prepaid card initiatives. These passes are dynamic, location-aware, and fully manageable via API.

MVP Capabilities:

Wallet Pass Issuance – Delivered via link, web push, or SMS alongside card programs.

Referral Sharing – Users share QR codes embedded in passes to drive acquisition.

Push Notifications – Send charging-related alerts or energy credits.

API-Driven Updates – Enable tech team to control balance fields, links, and messages.

Geofencing Support – Notify users when near Swan charging stations or events.

Example KPIs:

KPI

Baseline

Target

Pass Activations

TBD

XX% of new users onboarded

Referral Shares via Passes

TBD

XX referrals per 100 passes

Engagement Rate

TBD

Increased usage or redemption

There are no rows in this table

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🚶🏻 Phase 2: Walk – Campaigns, Offers & Location Engagement

Overview: Build on the MVP by adding deeper personalization, merchant offers, and automated engagement based on user location and behavior.

Enhancements:

Geolocation Offers – Deliver location-triggered benefits (e.g., nearby charging discounts).

Dynamic Pass Content – Update design, fields, and links based on user activity.

Lead Generation Integration – Connect passes to signup forms and Swan’s portal.

Merchant Campaigns – Run branded promos or co-funded offers within the pass.

Pass Lifecycle Rules – Automatically expire, reactivate, or convert passes post-use.

Expansion Plan:

Launch a geofenced campaign for Swan EV sites

Run a referral incentive using dynamic QR codes

Link wallet pass engagement to Swan’s energy product usage

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🏃🏻 Phase 3: Run – Monetization, Loyalty Conversion & Card Integration

Overview: This phase unlocks full pass-to-card and pass-to-loyalty use cases, enabling Swan to turn one-off transactions into long-term value.

Growth Strategy:

Prepaid Card Integration – Connect passes to Swan’s planned card offering (Visa/energy credits).

Loyalty Conversion – Convert short-term passes into ongoing loyalty memberships.

Partner Offers – Use wallet passes to deliver offers from grid or charging partners.

Deep Links to Portal/Chat – Guide users from Wallet to Swan’s site or WhatsApp bot.

Behavior-Based Campaigns – Trigger offers based on usage, tier, or status.

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📊 Commercial Model

Platform Fee – Annual subscription with tier-based features

Usage Fee – Charged per monthly active pass (wallet-installed)

APIs + SDK – Included for full automation and partner portal integration

Branding – Fully Swan-branded with white-label support

Merchant Expansion – Optional reseller features for future partners

Standard Pricing (USD):

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💸 Special Offer: Sign by May 31

To help Swan move quickly and reduce go-to-market friction, we're offering a limited-time pricing incentive if signed by May 31, 2025:

Sign by May 31 – Special Tier Pricing (USD)

You Pay For

You Get

Annual Platform Fee

Guided

Guided Plus

$999

Guided Plus

Partner

$1,999

Partner

Partner + Add-Ons

$3,999

There are no rows in this table

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📌 Next Steps

Step

Description

Target Date

Technical Workshop

Review API flows, campaign setup, and geofencing

Week of May 5

Commercial Finalization

Confirm pricing and finalize agreement terms

Week of April 28

MVP Launch

Deploy first EV-linked wallet passes

June 1, 2025

There are no rows in this table

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🔮 Conclusion

As Swan expands from commercial energy trading into consumer services, Badge provides the missing engagement layer — turning one-way card programs into dynamic, interactive experiences. With wallet passes, Swan can better acquire, retain, and reward customers in a way that's frictionless, scalable, and aligned with its decentralized mission.

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✅ Final Considerations

Immediate:

Issue test workspace access

Review APIs and demo flows

Lock in pricing before May 31

Long-Term:

Convert EV card users into loyalty members

Expand pass functionality to partners and merchants

Build a unique, app-less loyalty ecosystem for energy customers

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💥 Resources

Product:

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Badge Product Deck⁠

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Badge Activation Flows⁠

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Offers Card for Banks⁠

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Interactive Ticket Rewards Flow Deck⁠

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Intelligent Travel Pass⁠

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Loyalty Application by Vertical Examples⁠

(Examples)

Customers:

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Carrefour Case Study w/ Badge⁠

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Yale Case Study w/ Badge⁠

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API / SDK

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Embed/SDK Overview⁠

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Embed/SDK Documentation⁠

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API Docs⁠

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Compliance

Legal:

Badge Terms & Conditions⁠

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Security: Badge is SOC 2 Certified

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