Your 90-Second Tour Script

Start recording. Camera is on you. You're looking at the home page.

"Hey Charlie, hey Bear. Welcome to Next Chapter OS. This is the home page — everything you need starts here. The top row is live pipeline numbers. Below that, the tools you'll actually use. You can see Deals, Meetings, Caller, Letters. Below that — desks, the swarm, and your Onboarding hub. That's where you'll spend your first week."

Mouse over the KPI strip slowly. Then hover over the Onboarding tile.

Click the Onboarding tile. Page loads.

"This is your onboarding hub. The navigation path goes top to bottom — setup, shared briefing, architecture, then your individual packages. Don't skip steps. The shared briefing is the most important page — it has the operating loop, the planning discipline, and a brand new section on picking the right AI model for each task. Read it end to end."

Scroll slowly down the navigation path cards (1 through 7).

Click into the shared briefing. Show the left-hand TOC.

"Sixteen sections. The three I want you to internalize: Section 4, The Loop — plan, build, test, feedback, iterate. Section 7, Pick the Right Model — this tells you when to use Haiku, Sonnet, or Opus so we don't burn money. And Section 12, A Feature Is a Loop — if your feature doesn't feed something downstream, it's decoration."

Scroll the TOC, pausing briefly on sections 4, 7, and 12.

Click the Section 7 TOC link. The three model cards come into view.

"Quick version: Haiku is the scout — fast, cheap, use it for lookups. Sonnet is the builder — your default for writing code. Opus is the architect — expensive, use it only when you genuinely don't know the answer. Before every session, ask yourself: is this a lookup, a build, or a design? That one question saves us real money."

Mouse over each of the three model cards (Haiku, Sonnet, Opus) as you name them.

Navigate back to home, click the Meetings tile.

"Charlie — this is yours. Every call from Salesfinity and Fireflies lands here. Your job is to classify them, draft follow-ups, and flag the ones that should become deals. Your onboarding package has the full first-week plan."

Go back to home, click the Deals tile.

"Bear — this is yours. The full M&A pipeline. Stage tracking, deal math, warm leads from Charlie's classifications. Your onboarding package walks you through the first week."

Back to home page. Scroll to the bottom. Click open the House Rules accordion.

"Three rules. Doppler handles every credential — you never touch an API key. All data writes go through API routes — never write to the database from the browser. Drafts need approval before they send. Follow the onboarding path, read the shared briefing, and ping me on Slack if you get stuck. Let's go."

Stop recording.