S Role landing · Santiago Perez Asis

Welcome, Santiago Perez Asis.

Product + Project Lead, MemberIntel. Reports to Blair. Capacity: 80% MemberIntel / 20% cross-Caseproof, set 2026-05-11. Expanded from Project Manager after Blair decided not to backfill the Product Lead role following Cindy’s departure.

This is your view of MemberIntel from the operational anchor seat — combining PRD ownership and cross-functional execution with sprint cadence, dependency tracking, and risk register. Specs ground you in scope; phased plans and review templates show the cadence; decision rights show the boundaries. The internal JD covers the dual mandate.

Santiago Perez Asis's reading plan

A linear path through the pages most relevant to your role.

1

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.
2

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.
3

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.
4

Phase 1-2 Friction Points

A companion one-pager surfacing seven decisions where the May architectural commitments conflict with the v1 phased plan. All 7 decisions resolved in the Blair × Seth working session on 2026-05-11 (see /meeting-2026-05-11-blair); resolution summary at the top of this page.
5

Decision Rights Matrix

A binding contract defining who owns which decisions across engineering, product, compliance, and GTM — keeping Seth and Santiago unblocked as peers without escalating every disagreement to Blair. Updated 2026-05-11 to retire the dedicated Product Lead role (Santiago absorbed the duties) and add Russ as Lead Designer.
6

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.

Pages for Santiago Perez Asis

All content tagged for this role across the spec.

ADR-0001: Entitlement service shape

ADR-0001 (Accepted, 2026-05-08): Entitlement service shape.
ADR-0002: Model routing single source of truth

ADR-0002 (Accepted, 2026-05-08): Model routing single source of truth.
ADR-0003: pgvector for V1, tenant_id as partition key

ADR-0003 (Accepted (resolves SPEC Open Q9), 2026-05-08): pgvector for V1, tenant_id as partition key.
ADR-0004: GCP — Cloud Run + Cloud SQL + Secret Manager

ADR-0004 (Accepted (resolves SPEC Open Q8), 2026-05-08): GCP — Cloud Run + Cloud SQL + Secret Manager.
ADR-0005: Anthropic SDK direct, mitigation seam at llm.call

ADR-0005 (Accepted (with explicit accepted risk), 2026-05-08): Anthropic SDK direct, mitigation seam at llm.call.
ADR-0006: Hive Mind as Brain Seed Source

ADR-0006 (Accepted, 2026-05-12): Hive Mind as Brain Seed Source.
ADR-0007: Auth via JWT + Google OAuth + AI Foundation PKCE

ADR-0007 (Accepted, 2026-05-12): Auth via JWT + Google OAuth + AI Foundation PKCE.
ADR-0008: Voyage voyage-3-lite for Embeddings

ADR-0008 (Accepted, 2026-05-12): Voyage voyage-3-lite for Embeddings.
ADR-0009: CI/CD Pipeline — GitHub Actions with Workload Identity Federation

ADR-0009 (Accepted, 2026-05-14): CI/CD Pipeline — GitHub Actions with Workload Identity Federation.
ADR-0010: Observability — Cloud Logging + OpenTelemetry + BigQuery

ADR-0010 (Accepted, 2026-05-14): Observability — Cloud Logging + OpenTelemetry + BigQuery.
ADR-0011: Secrets Management — Secret Manager + KMS + Path-Prefixed Naming

ADR-0011 (Accepted, 2026-05-14): Secrets Management — Secret Manager + KMS + Path-Prefixed Naming.
ADR-0012: Stripe Integration — Customer-OAuth-Only in V1

ADR-0012 (Proposed (resolves SPEC Open Q4; Ally Roger sign-off pending per Phase 1 friction-points doc), 2026-05-14): Stripe Integration — Customer-OAuth-Only in V1.
ADR-0013: GCP Project Structure — Project-per-Environment + Shared Tooling

ADR-0013 (Proposed (V1 ships with single project; four-project structure targeted for V1.5), 2026-05-14): GCP Project Structure — Project-per-Environment + Shared Tooling.
ADR-0014: Cross-Pollination Security Boundary — Three-Roles Model

ADR-0014 (Proposed (pending privacy counsel review by Allen), 2026-05-14): Cross-Pollination Security Boundary — Three-Roles Model.
ADR-0015: Customer Brain — Four-Document Architecture (SOUL, BIBLE, HEARTBEAT, MEMORY)

ADR-0015 (Accepted (deployed 2026-05-15), 2026-05-15): Customer Brain — Four-Document Architecture (SOUL, BIBLE, HEARTBEAT, MEMORY).
ADR-0016: Brain Mutation via Anthropic Tool Calls (`update_customer_brain`)

ADR-0016 (Accepted (deployed 2026-05-15), 2026-05-15): Brain Mutation via Anthropic Tool Calls (`update_customer_brain`).
ADR-0017: MemberIntel Connect — WordPress Plugin as the Data-Sync Source

ADR-0017 (Accepted (V1 plugin shipped 2026-05-14; sync service deployed 2026-05-15), 2026-05-15): MemberIntel Connect — WordPress Plugin as the Data-Sync Source.
ADR-0018: Brain Memory Limits and Content Sanitization Policy

ADR-0018 (Accepted (deployed 2026-05-15), 2026-05-15): Brain Memory Limits and Content Sanitization Policy.
ADR-0025: Tier-to-model assignment — Haiku for Free, Sonnet for Pro

ADR-0025 (Proposed, 2026-06-01): Tier-to-model assignment — Haiku for Free, Sonnet for Pro.
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.
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.
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.
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.
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.
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.
Decisions Due — Monday 2026-05-11 (prep doc — historical)

PREP doc for the 2026-05-11 meeting. The actual outcomes are at /meeting-2026-05-11-blair. References to 'Product Lead' below are historical — the role was retired in this session; Santiago absorbed the duties.
Friction-Points Prep for Blair

Strategic prep document for Blair before the friction-points working session: three decisions that need real deliberation (brain content lead hire, differentiation eval cadence, infra-leaning hire on V1.5 roadmap), four confirmation items, predictable team disagreements, what to watch for in the meeting, and the asymmetric May-12 deadline on item 1.
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.
Open questions for Blair — 2026-05-20

One-sheet of everything currently waiting on a call from Blair as of 2026-05-20 — pricing first (launch packaging trio, Free-tier dial defaults, token budgets), then hiring, naming, architecture sign-offs (ADR-0006), privacy (Allen's late-May review), and operational items. Two hard near-term deadlines: May 22 for the Free-tier circuit-breaker rubric and ADR-0006 signature.
Competitive Landscape

Feature-parity analysis of TripleWhale (Moby 2) and Northbeam against MemberIntel V1, with gap priorities for V1.5/V2 planning.
Decision Rights Matrix

A binding contract defining who owns which decisions across engineering, product, compliance, and GTM — keeping Seth and Santiago unblocked as peers without escalating every disagreement to Blair. Updated 2026-05-11 to retire the dedicated Product Lead role (Santiago absorbed the duties) and add Russ as Lead Designer.
Design References

Living index of design artifacts for MemberIntel: the current Claude mockup, the Figma source-of-truth as it lands, and the visual-system conventions documented in docs/design/MemberIntel/CLAUDE.md.
Elevator Pitch — What MemberIntel Is

Plain-language descriptions of MemberIntel for different audiences — a one-liner, an elevator paragraph, and riffs tuned to designers, engineers, friendly outsiders, and curious customers. Use when explaining the project to someone new in under a minute.
MemberIntel — One-Page Executive Summary

The whole product on one page — what it is, how it's priced, what V1/V1.5/V2 ship, where the moat is, and what's deliberately out of scope. Written for Blair and Santiago to read in two minutes; everything else in the KB is the long-form backup.
Cover Letter to Allen — Privacy Architecture Review

Cover letter from Seth and Santiago to Allen, MemberIntel's privacy counsel, introducing the privacy strategy memo and the late-May architecture review agenda. Sent ~5 business days before the session to give Allen context for the pre-read package.
Meeting Log — Blair × Seth, 2026-05-11

Full decision log from the Blair × Seth working session on 2026-05-11: friction-points resolutions, team structure changes (Product Lead retired → Santiago expanded; Russ added as Lead Designer), free-tier LLM strategy (the 2026-05-11 decision pointed to a local Ollama-class model; superseded 2026-05-20 — Free now ships on Anthropic Haiku, see the addendum at the top of the page), GCP hosting confirmed, 14-day Pro trial for existing MP members, domain registrations, action items.
Phase 1-2 Friction Points

A companion one-pager surfacing seven decisions where the May architectural commitments conflict with the v1 phased plan. All 7 decisions resolved in the Blair × Seth working session on 2026-05-11 (see /meeting-2026-05-11-blair); resolution summary at the top of this page.
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.
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.
Privacy Strategy for Counsel — Memo to Allen

Privacy strategy memo for Allen (Blair's privacy counsel) ahead of the late-May architecture review. Identifies the structural problem (the architecture treats member data as operator data throughout) and proposes seven preconditions before ToS drafting — four code-layer architectural preconditions and three policy items. Drafted 2026-05-12 through a Brandeis-counsel reasoning pass, McPhee-prose rewrite, panel review (Lessig + Sunstein + Rawls), and a Lessig/Rawls debate on permanent exclusion.
Product Lead JD (retired — folded into Santiago 2026-05-11)

RETIRED 2026-05-11. The dedicated Product Lead role was not backfilled after Cindy's departure; responsibilities folded into Santiago's expanded mandate. Retained as a historical reference for the duties Santiago now owns. See /santiago-jd for the current operational definition.
Phase 1 Deliverable Checklist (Santiago — formerly Product Lead)

Phase 1 operational working checklist for May 2026 — week-by-week milestones, PRD authoring, customer discovery, privacy counsel engagement, beta program scaffolding, cross-functional kickoffs, and the Phase 1 milestone gate criteria required to kick off Phase 2 on June 1. Originally authored for the Product Lead role; that role was retired 2026-05-11 and the checklist now belongs to Santiago (Product + Project Lead).
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.
Russell — Lead Designer JD

Lead Designer role definition: owns the visual system, end-to-end product UX, and design-to-engineering hand-off for MemberIntel. Reports to Blair Williams. Decided 2026-05-11 in the Blair × Seth working session — initially part-time / contract through Phase 1 with potential move to full-time as product surfaces solidify.
Sam — Brain Content Lead JD

Sam's Brain Content Lead role definition: authors the curated global brain, reviews cross-pollinated entries, operationalizes the voice/style guide, runs the content-side brain audits, and enforces sensitive-vertical exclusions. Reports to Santiago Perez Asis.
Santiago — Product + Project Lead JD

Santiago Perez Asis's role definition: Product + Project Lead for MemberIntel — PRD ownership, sprint cadence, dependency tracking, risk register, L10 scorecard, beta program design, support enablement, and cross-functional coordination. Reports to Blair.
V1 Operational Runbooks

Pointer to the V1 product runbooks (deploy, auth, customer brain, incident response) that live in the memberintel repo — bus-factor coverage for whoever takes over V1 operations.
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.
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.
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.