M MemberIntel KB
Internal Knowledge Base · May 2026

MemberIntel, page by page.

A living spec for the AI advisor we're building on top of MemberPress. Select a role in the header to filter the reading list to pages most relevant to you, or read straight through from top to bottom.

Phase
1 — Internal alignment
Owners
Seth Shoultes
Last review
May 5, 2026
Coverage
25 pages
▶ Watch the 51s summary — what we're building
Start here
A reading order across the spec — sections grouped, top to bottom.
spec
01
MemberIntel V1 Specification
The V1 advisor-only spec for MemberPress operators: two-tier brain architecture, Free/Pro pricing model, and a data-flywheel moat built from product mechanics rather than pre-existing proprietary data.
02
MemberIntel V1.5 Specification
V1.5 extends MemberIntel with AI write-actions via the MemberPress MCP and a 5-minute 'Set up FOR ME' greenfield wizard backed by a 14-day Pro trial.
03
MemberIntel V2 Specification
V2 expands MemberIntel to BuddyBoss customers via a sister-company partnership — a low-engineering-risk cross-platform proof point since BB Memberships runs on MemberPress under the hood.
04
Architecture Overview & Tech Choices
Covers GCP vs Heroku vs DigitalOcean for hosting, then deep-dives per-tenant isolation strategy using shared-schema RLS as the V1 foundation.
05
Cross-Pollination & Brain Isolation
Details the three failure modes of the cross-pollination pipeline — re-identification, tenant leakage, and opt-out bypass — and the architectural mitigations for each, including k-anonymity floors, three-role isolation, and GCP project structure.
06
CI/CD & Code Flow
Defines the three separate promotion pipelines — code, Terraform, and database migrations — with GitHub Actions, Workload Identity Federation, manual prod gates, and the eval suite as a release-blocking check.
07
Observability & Incident Response
Describes the three-destination telemetry model — Cloud Logging for debugging, BigQuery for business analytics, locked-down BigQuery for audit — plus domain-specific metrics, on-call structure, and pre-written runbooks for the five highest-stakes failure modes.
08
LLM Cost-Control Architecture
Defines the four-layer cost-control stack — rate limiting, entitlement service, per-call token budgets, and continuous spend monitoring — with Redis-backed quota counters, server-side model routing enforcement, and a global daily circuit breaker.
09
Auth & Identity Layer
Covers the three signup paths converging into a unified user model, per-license MP OAuth signing keys, customer-OAuth-only Stripe (no Connect), Argon2id passwords with server-side sessions, account merge prevention, and the V1.5 trial state machine.
10
Data Sync Pipeline
Defines the three separate sync pipelines — MP (queue-based with per-customer concurrency controls), Stripe (webhooks for Pro, polling for Free), and site analysis (weekly-cached Claude calls) — with shared convergence layer and a platform-agnostic canonical schema designed for V2 expansion.
11
Secrets Management
Defines five distinct secret categories with separate lifecycles, a layered KMS key hierarchy per environment, Secret Manager naming conventions with path-prefix IAM, 5-minute TTL caching, and the hard rule that no human ever reads a production secret.
12
AI Eval Suite as Architecture
Treats the eval suite as versioned release-gate infrastructure rather than ad-hoc tests, with 150 structured scenarios across seven categories, a judge-model scoring layer, CI integration, a differentiation subset that proves advantage over baseline LLMs, and a production thumbs-down feedback loop.
13
Strategic Risk Landscape
Honestly assesses which SPEC risks the architecture handles well, which remain genuinely fragile (differentiation, content lead bottleneck), and names four risks the SPEC never flags — Anthropic dependency, ops time underbudget, per-customer brain as liability, and compliance as a moving target.
14
Synthesis
Phase-by-phase sequencing of all architectural commitments against the actual team ramp, surfacing five friction points where the phased plan and architectural reality diverge — content lead timing, Phase 2 scope calibration, differentiation eval ship date, privacy counsel engagement depth, and infra engineer hiring window.
15
Phased Plan
A 6-phase team ramp plan growing from 2 people in May to 7+ at launch, with hard milestone gates controlling when each new team member joins MemberIntel full-time.
16
Phased Plan — Rev 2
Rev 2 of the team ramp plan, updated after May architecture sessions: adds a dedicated brain-content lead recommendation, recalibrates Phase 2 milestone language for honesty, and moves the differentiation eval to a Phase 3 gate item.
role
17
Seth — Lead Architect JD
Seth Shoultes's Lead Architect role definition: end-to-end technical ownership of the brain, data pipeline, AI/ML architecture, engineering team, and vendor decisions for MemberIntel.
18
Blair — CEO JD
Blair Williams's CEO role definition for MemberIntel: product owner, final decision-maker on strategy, pricing, and architecture material choices, executive sponsor across the company.
19
Product Lead JD
Product Lead role definition: execution ownership of MemberIntel's PRDs, compliance, marketing site, beta program, Free-to-Pro conversion, and cross-functional coordination from scoping through GA.
20
Santiago — Project Manager JD
Santiago Perez Asis's Project Manager role definition: cadence, dependency tracking, risk register, and L10 scorecard ownership for MemberIntel inside the broader Caseproof portfolio.
reference
21
Phase 1-2 Friction Points
A companion one-pager surfacing seven decisions where the May architectural commitments conflict with the v1 phased plan — each with a recommendation and named decider — designed to drive a 30–45 minute sign-off session before Rev 2 is approved.
22
Decision Rights Matrix
A binding contract defining who owns which decisions across engineering, product, compliance, and GTM — keeping Seth and the Product Lead unblocked as peers without escalating every disagreement to Blair.
23
Quarterly Architecture Review Template
A 90-minute fixed-agenda template for quarterly architectural health reviews — covering differentiation gap, cost-per-cohort, reliability, cross-pollination health, compliance posture, and a standing 'one thing that worried me' round — starting Q4 2026 post-GA.
24
Privacy Counsel Architecture Review Agenda
A 4-hour late-May working agenda for outside privacy counsel to review MemberIntel's per-tenant isolation, cross-pollination boundary, secrets management, and data lifecycle decisions — grounding counsel's June ToS and Privacy Policy drafting in the actual architecture.
25
Seth's Phase 1 Deliverable Checklist
Seth's operational working checklist for May 2026 — organized week-by-week with ADR drafts, GCP scaffolding, schema design, RLS prototype, hiring pipeline, and cross-functional coordination tasks required to unlock Phase 2 on June 1.