ALYZE Bountiful — Customer Journey

Sign-Up & Purchase

Phase 1

📍 Zanotti Platform · 👤 Customer

1.1

Customer signs up on Zanotti and pays for ALYZE membership

Zanotti ✓

1.2

Zanotti fires webhook → ALYZE receives sign-up notification

Zanotti Integration ✓

1.3

ALYZE creates customer record with purchase data

Customer Auto-Creation

1.4

System triggers onboarding flow

Onboarding Orchestration

⚡ Technology Requirements — Phase 1

Zanotti Webhook Integration

Receives sign-up events with customer + purchase data

Customer Auto-Creation

Parse webhook payload → create customer record (name, email, membership tier, items purchased)

Onboarding Orchestration Engine

Triggers email, tracks completion of all pre-visit items, manages sequencing

Digital Onboarding

Phase 2 · Pre-Visit

📍 Email → ALYZE Web App · 👤 Customer, Atlas AI · ⏱ Days 1–7

2.1

Welcome email with instructions and platform link

Transactional Email

2.2

Customer logs into ALYZE web portal

Auth / Customer Portal

2.3

Complete health surveys and questionnaires

Survey Engine

2.4

Sign medical release forms and consent documents

E-Signature (Build)

2.5

AI intake conversation with Atlas — discover health context

Atlas AI Intake

2.6

Atlas helps identify and set primary health goal

Goal-Setting Engine

2.7

Formal lab requisition generated under standing order protocol

Lab Requisition / LIS

2.8

DEXA and assessment scheduled

Assessment Scheduling

2.9

System confirms customer is "assessment-ready" ✅

Readiness Dashboard

⚡ Technology Requirements — Phase 2

Transactional Email System

Welcome email, reminders for incomplete items, assessment confirmation

Customer Web Portal with Auth

Secure login, onboarding dashboard, profile management

Survey / Questionnaire Engine

Health history, lifestyle, preferences — configurable survey forms

E-Signature System (In-House)

Digital signatures for medical release, consent forms — stored securely

Atlas AI Conversational Intake

AI-guided conversation to understand customer health context and discover optimal goal

Lab Requisition System

Standing order protocol + LIS auto-generates requisitions under practitioner NPI (CLIA compliant)

Assessment Readiness Dashboard

Staff view — who's completed all pre-visit items, who has outstanding tasks

In-Location Assessment

Phase 3 · Day ~7–14

📍 ALYZE Bountiful Facility · 👤 Customer, Coach, NP, Lab Tech

A · Arrival & Lab Work

3A.1

Customer arrives, greeted at front desk

Staff Dashboard

3A.2

Confirm all pre-visit items complete

Readiness Check

3A.3

Blood draw (requisition on file, tied to provider NPI)

Requisition Verification

3A.4

Blood results flow back into ALYZE

Lab Ingestion Pipeline

3A.5

DEXA scan completed

DEXA Data Import

B · Performance Assessment

3B.1

Meet with performance coach — review surveys, goals, health history

Coach Dashboard

3B.2

Floor exercises — 3-rep max, strength tests (iPad entry)

iPad Forms ✓

3B.3

VO2 max test — PDF exported and uploaded

PDF Upload + AI Parse

3B.4

All data flows into unified health profile in real-time

Data Pipeline

C · Recovery

3C.1

Customer uses recovery modalities (cold plunge, sauna, etc.)

No tech required

D · NP Review & Plan Presentation

3D.1

Atlas generates workout, nutrition, and mental performance plans

Plan Generation Engine

3D.2

NP reviews all results with customer in private room

NP Results Dashboard

3D.3

NP walks through plans, validates and adjusts

Plan Review Interface

3D.4

Discuss interventions — peptides, red light, supplements

Intervention Catalog

3D.5

NP finalizes and approves plan

Plan Finalization

E · Checkout

3E.1

Customer purchases recommended products/services at front desk

Zanotti POS ✓

3E.2

Purchase data syncs back to ALYZE

Purchase Sync

⚡ Technology Requirements — Phase 3

Lab Results Ingestion Pipeline

Receive results from own lab → parse → store in patient profile (format TBD: HL7, CSV, or API)

DEXA Data Import

Import DEXA scan results into unified profile (format TBD: DICOM, CSV, or PDF)

Real-Time Data Pipeline

Blood, DEXA, exercise, VO2 max all feeding into unified health profile for plan generation

Atlas Plan Generation Engine

Ingests all health data → generates workout, nutrition, and mental performance plans

NP Results Dashboard

Consolidated view of all test results with clinical context for NP review

Plan Review / Edit Interface

NP can view, adjust, and approve Atlas-generated plans before finalizing

Coach Dashboard

Customer context view — surveys, goals, health history, AI intake summary

VO2 Max PDF Upload + AI Parsing

Upload PDF from VO2 max machine → AI extracts key metrics into structured data

Staff Dashboard

Daily assessment schedule, customer readiness status, requisition verification

Intervention Catalog

Available modalities, treatments, and supplements — NP recommendation support

Zanotti Purchase Data Sync

Sync what the customer bought at checkout back into their ALYZE profile

iPad Data Entry Forms

Coach assessment forms already built in ALYZE app

Ongoing Engagement

Phase 4 · Daily

📍 ALYZE Web App (PWA) · 👤 Customer, Atlas AI · ⏱ Daily app, weekly in-club

4.1

Access active plan — workout, nutrition, mental performance

Customer Dashboard

4.2

Log workouts, nutrition, and daily activities

Activity Logging

4.3

Chat with Atlas — goals, questions, nutrition help

Atlas AI Assistant

4.4

Atlas adjusts plan based on conversations and data

Plan Modification

4.5

Track progress toward goals

Progress Tracking

4.6

Push notifications — reminders, milestones, check-ins

Web Push (PWA)

⚡ Technology Requirements — Phase 4

Customer Dashboard

Active plan view, progress visualization, quick access to logging and Atlas chat

Activity & Nutrition Logging

Log workouts, meals, supplements, sleep, and other daily activities

Atlas AI Conversational Assistant

Chat interface — goal support, plan Q&A, nutrition guidance, plan adjustments

Plan Modification Engine

Atlas-driven adjustments + customer self-edit with guardrails

Progress Tracking & Goal Monitoring

Visualize progress toward goals via logged data and measurements

Web Push Notifications (PWA)

Service worker-based push for reminders, milestones — bridge until native app ships

Quarterly Reassessment

Phase 5 · Every 90 Days

📍 Facility + ALYZE App · 👤 Customer, Coach, NP, Atlas AI

5.1

System schedules quarterly reassessment

Reassessment Scheduling

5.2

Updated surveys/intake questions pre-visit

Survey System

5.3

Repeat blood work, DEXA, VO2 max, physical assessments

Same as Phase 3

5.4

Atlas compares new data against baseline and previous quarters

Longitudinal Comparison

5.5

Updated plans generated with full historical context

Plan Regeneration

5.6

NP reviews progress trends and updated plans with customer

NP Trend Dashboard

↻

Cycle continues every quarter

⚡ Technology Requirements — Phase 5

Reassessment Scheduling & Reminders

Auto-schedule quarterly visits, send reminders, pre-visit survey triggers

Longitudinal Data Comparison

Quarter-over-quarter trends, baseline comparisons, progress toward goals

Plan Regeneration with Historical Context

Atlas sees the full arc — not just current snapshot — when generating updated plans

NP Trend Dashboard

Before/after comparisons, sparklines, progress narrative for NP review