Digital Ecosystem Development Proposal

Building Toward The Wave 2026

Cascais, Portugal  •  May 29 – June 2, 2026

Prepared by Iris Cocreative

James Bolden (Redenbaugh)

December 2025

Executive Summary

This proposal outlines a comprehensive development plan for the Holomovement's digital platform, designed to launch before The Wave event in May 2026. The platform will serve as the living network that transforms high-energy in-person gatherings into sustained community action, collaboration, and impact.

The development approach leverages modern, modular tools (Webflow, n8n, Airtable, Claude AI) that dramatically reduce costs while maintaining flexibility. This enables rapid iteration based on community feedback, full data ownership, and the ability to evolve the platform as the movement grows.

The Core User Journey

Individual Discovery → Connection → Collaboration → Action → Funding

This throughline guides all development priorities. Assessments serve as entry points, matching algorithms create meaningful connections, collaboration tools support holon formation, and micro-grants culminate the journey from inspiration to funded action.

Key Deliverables by The Wave

  1. Assessment system with AI-powered personalized insights and profile generation
  2. Intelligent matching to connect synergists based on purpose, skills, location, and values
  3. Custom membership system with tiered access and community pathways
  4. Interactive directory with map-based discovery and rich synergist profiles
  5. Custom video lounges with themed environments for Wave gatherings
  6. Community facilitation tools for holons, alliances, and resource sharing
  7. Communication automations for onboarding, engagement, and follow-up
  8. Beautiful, sacred geometry-inspired interfaces
Phase Hours Investment
Phase 1: Foundation
Phase 2: Connection
Phase 3: Collaboration
Phase 4: Polish
Total Development
Note: Estimates based on scope defined in this proposal. Final costs may vary based on feature refinements and additional requirements discovered during development.

Ongoing Monthly Costs

Service Monthly Cost
n8n Automation (Pro/Team) $20 – $50
Claude AI API (usage-based) $10 – $50
Airtable Pro $20 – $45
Whalesync (Airtable-Webflow sync) $49 – $99
Daily.co (video infrastructure) $0 – $50
Memberstack or equivalent $25 – $49
Estimated Monthly Total $150 – $350
Dec
Jan
Feb
Mar
Apr
May
Jun
Phase 1: Foundation
Phase 2: Connection
Phase 3: Collaboration
Phase 4: Polish
Jan 15
Feb 28
Apr 15
May 15
May 29
January 15, 2026
Core Platform Launch
Assessment system live with numerology + AI insights. Basic membership functional. Communication automations delivering onboarding sequences.
Assessments Membership Automations
February 28, 2026
Connection Infrastructure
Enhanced directory with interactive map. Matching algorithm generating connection recommendations. Community tools enabling holon creation.
Directory Matching Community
April 15, 2026
Collaboration Ready
Custom video lounges configured for Wave gatherings. Collaboration management supporting holon projects. Time-aware scheduling active.
Video Collaboration Time Tools
May 15, 2026
Full Platform Beta
Parametric geometry enhancing profiles. CRM supporting donor relationships. Wave attendee pre-registration and assessment flow open.
Geometry CRM Pre-registration
May 29 – June 2
🌊 The Wave — Cascais
Platform supports in-person + virtual participation. Pre-matched connections active. Holons forming. The living network launches.
Live Event Virtual Launch

Phase 1: Foundation Technologies

December 15, 2025 – January 31, 2026

These foundational systems establish the core infrastructure for user identity, engagement, and learning pathways. They create the entry points that begin each user's journey through the Holomovement ecosystem.

Phase 2: Connection Technologies

February 1 – March 15, 2026

With foundation in place, Phase 2 builds the discovery and matching infrastructure that transforms individual profiles into meaningful connections. These systems answer the question: "Who are my people in this movement?"

Phase 3: Collaboration Technologies

March 16 – April 30, 2026

Phase 3 builds the infrastructure for sustained collaboration—video spaces for real-time connection, project management for coordinated action, and time-aware systems that respect the rhythms of distributed teams.

Phase 4: Enhancement & Polish

May 1 – May 28, 2026

The final phase before The Wave focuses on visual enhancement, relationship management infrastructure, and comprehensive testing. These systems elevate the platform from functional to beautiful and sustainable.

CRM System Templates

CRM System Templates

Contact management, interaction history, pipeline tracking, and segmentation. Integrates with all communication tools.

Airtable
n8n
Webflow
Whalesync
↓ Read More

Strategic Priority: LOWER  —  Relationship stewardship, not sales pipelines

What This Means for Holomovement

Traditional CRMs optimize for sales cycles. The Holomovement needs relationship stewardship infrastructure that tracks meaningful interactions, shared interests, contribution history, and the organic evolution of relationships over time. This becomes the backend intelligence supporting donor relationships, partner management, and community health metrics.

What It Looks Like

  • Contact management with interaction history across all touchpoints
  • Relationship mapping showing connection networks
  • Donor/contributor tracking with engagement patterns
  • Partner organization relationship management
  • Automated record updates based on platform activity
  • Views optimized for different roles: fundraising, community management, partnerships

Timeline & Cost

Development Period:
May 10 – May 28
Estimated Hours:
25–35 hours
Investment:
$2,500 – $3,500

Dependencies: Collaboration Management Tools (activity data)

Assessment Systems

Assessment Systems

Multi-dimensional questionnaires, profile generation, AI-powered insights, and visual result displays. Supports various frameworks.

Webflow
Airtable
n8n
Claude
JS
↓ Read More

Strategic Priority: CRITICAL  —  The primary entry point for new community members

What This Means for Holomovement

Assessments transform the abstract question "Who am I in relation to this movement?" into tangible, beautiful, actionable insight. They serve as lead magnets that create immediate value while gathering the data needed for meaningful matching and community formation. Unlike generic personality tests, these assessments draw from frameworks aligned with consciousness evolution: numerology, developmental stages, purpose archetypes, and integral models.

For Wave attendees, assessments completed beforehand enable pre-event buddy matching, cohort formation, and breakout group optimization. Assessment results become visible on synergist profiles and the community map, creating multiple discovery pathways.

What It Looks Like

  • Multi-dimensional questionnaires with adaptive question flows based on responses
  • Claude AI-powered interpretation generating personalized narrative insights
  • Sacred geometry visualizations representing assessment dimensions (already prototyped)
  • Shareable profile pages with dynamic geometric "soul signatures"
  • Automated email delivery with custom imagery and profile links
  • Integration points for numerology, Gene Keys, purpose archetypes, and integral stages

Timeline & Cost

Development Period:
Dec 15 – Jan 15
Estimated Hours:
40–60 hours
Investment:
$4,000 – $6,000

Note: Numerology assessment prototype already functional. Additional frameworks (Gene Keys, purpose archetypes) can be added incrementally.

Dependencies: Communication Automations (for email delivery), Directory Systems (for profile display)

Custom Membership System

Custom Membership System

Multi-tier access control, subscription management, secure authentication, and role-based permissions. Client owns all member data.

Webflow
Airtable
n8n
JS
Supabase
↓ Read More

Strategic Priority: CRITICAL  —  The gateway to the entire ecosystem

What This Means for Holomovement

The membership system defines who has access to what, when, and why. For the Holomovement, this it's not just about paywalls—it's about honoring graduated pathways where members naturally move deeper as their relationship with the community evolves. It supports the "Engine for Good" regenerative model where small donations from activated community members create sustainable impact.

Critical distinction: The Holomovement owns all member data. No platform lock-in. Full sovereignty over community relationships.

What It Looks Like

  • Secure authentication via Memberstack or custom Webflow solution
  • Multi-tier access: Free (assessments, map viewing) → Member ($15/mo suggested) → Contributor levels
  • Stripe integration for donations and recurring memberships
  • Role-based permissions tied to course completion, contribution levels, holon membership
  • Time-based access control for program schedules and cohort releases
  • Transparent fund flow visualization showing how contributions support the ecosystem

Timeline & Cost

Development Period:
Dec 20 – Jan 20+
Estimated Hours:
50–70 hours
Investment:
$5,000 – $10,000

Dependencies: Directory Systems (for profile management), Online Learning Platforms (for course-gated access)

Communication Automations

Communication Automations

Email sequences, SMS notifications, newsletter automation, and personalized outreach triggered by user behavior.

n8n
Airtable
Claude
ActiveCampaign
↓ Read More

Strategic Priority: HIGH  —  The nervous system connecting all touchpoints

What This Means for Holomovement

Communication at scale usually means losing the human touch. These automations do the opposite—they create space for more meaningful connection by handling repetitive work intelligently. The right message reaches the right person at the right time based on their actual behavior and journey stage. For The Wave, this means seamless pre-event nurturing, real-time event communications, and sustained post-event engagement.

What It Looks Like

  • Behavioral triggers: Welcome sequences, assessment completion follow-ups, connection nudges
  • Event sequences: Wave registration → pre-event prep → during-event updates → post-event integration
  • AI-personalized content recommendations based on profile and engagement patterns
  • Multi-channel delivery: Email, SMS, in-app notifications (future)
  • Re-engagement campaigns for dormant members

Timeline & Cost

Development Period:
Jan 5 – Jan 31
Estimated Hours:
30–75 hours
Investment:
$3,000 – $7,500

Dependencies: None (foundational system)

Online Learning Platforms

Online Learning Platforms

Self-paced courses, video content, progress tracking, quizzes, and certifications. Supports live sessions and recorded content with drip scheduling.

Webflow
Airtable
n8n
↓ Read More

Strategic Priority: Medium  —  The pathway from discovery to leadership

What This Means for Holomovement

The Holomovement Course, Purpose Lab, and Choose Love Movement are transformation engines. The learning platform creates structured pathways where discovery becomes development becomes leadership. Behind the membership paywall, these become evergreen offerings that deepen commitment while generating sustainable revenue.

What It Looks Like

  • Self-paced course architecture with progress tracking and completion certificates
  • Drip content release aligned with cohort schedules or user-specific timelines
  • Video hosting integration with Vimeo or custom player
  • Discussion forums attached to lessons for peer learning
  • Live session integration for hybrid cohort experiences
  • Certificate generation triggering membership upgrades or holon access

Timeline & Cost

Development Period:
Jan 1 – Jan 31
Estimated Hours:
40–55 hours
Investment:
$4,000 – $5,500

Dependencies: None (foundational system)

Directory Systems

Directory Systems

Searchable member/resource directories with filters, map integration, profile cards, and geographic visualization.

Airtable
Whalesync
Webflow
JS
MapBox
↓ Read More

Strategic Priority: CRITICAL  —  The map of the living network

What This Means for Holomovement

The existing community map is already serving as foundation. The enhanced directory transforms this from a static listing into a dynamic discovery experience. For The Wave, attendees can explore who's coming, find people nearby, discover shared interests, and begin relationships before the event. Post-event, it becomes the primary interface for maintaining and growing connections.

What It Looks Like

  • Interactive MapBox integration with geographic clustering and zoom functionality
  • Faceted filtering: skills, interests, location, assessment results, holon membership
  • Rich profile cards with assessment visualizations, contribution history, holon affiliations
  • Search functionality across multiple profile dimensions
  • Purpose Earth grantee integration showing active projects on the map
  • Airtable-Webflow sync via Whalesync maintaining real-time data integrity

Timeline & Cost

Development Period:
Feb 1 – Feb 28
Estimated Hours:
45–85 hours
Investment:
$4,500 – $8,500

Dependencies: Community Facilitation Tools (for holon display)

Intelligent Matching Algorithms

Intelligent Matching Algorithms

AI-powered compatibility scoring using assessment data, interests, skills, and location to connect community members.

Claude
n8n
Airtable
JS
↓ Read More

Strategic Priority: CRITICAL  —  AI-powered serendipity at scale

What This Means for Holomovement

The matching system doesn't replace human judgment—it enhances and accelerates it with tools that surface possibilities people might never discover on their own. For Wave attendees, the system recommends 4-6 aligned individuals based on purpose, worldview, development stage, skills, and timezone. These become immediate connection starting points.

What It Looks Like

  • Claude-powered compatibility scoring analyzing multiple profile dimensions
  • Multi-factor matching: assessment results, interests, skills, geography, availability
  • Integration of esoteric systems: astrology, numerology, Human Design compatibility
  • Cohort formation for Wave breakout groups, buddy systems, project teams
  • Connection suggestions delivered via dashboard + email notifications
  • Feedback loops to improve matching quality over time

Timeline & Cost

Development Period:
Feb 15 – Mar 15
Estimated Hours:
35–55 hours
Investment:
$3,500 – $5,500

Dependencies: Assessment Systems (input data), Directory Systems (display), Communication Automations (delivery)

Community Facilitation Tools

Community Facilitation Tools

Resource Libraries, forums, discussion spaces, group management, event coordination, and moderation tools for engaged communities.

Webflow
Airtable
n8n
JS
Claude
↓ Read More

Strategic Priority: HIGH  —  Where holons come to life

What This Means for Holomovement

Holons are the heart of the Holomovement—purpose-aligned groups that form organically and receive support from the ecosystem. These tools help groups self-organize, share knowledge, and grow their culture over time. Wave events spawn holons that need a home platform to coordinate and amplify their work. The "mycelium network" vision becomes real infrastructure.

What It Looks Like

  • Holon creation workflows with purpose statements, membership criteria, governance settings
  • Resource libraries that become living knowledge bases for each group
  • Discussion spaces integrated with TalkJS for real-time and async communication
  • Event coordination with automated reminders and calendar integration
  • Alliance directories showing relationships between holons
  • AI-assisted facilitation: summarizing discussions, suggesting resources, orienting new members

Timeline & Cost

Development Period:
Feb 20 – Mar 15
Estimated Hours:
45–75 hours
Investment:
$4,500 – $7,500

Dependencies: None (foundational for Phase 3)

Video Conferencing Solutions

Video Conferencing Solutions

Custom-branded video rooms, themed environments, persistent lounges, and webinar support with recording.

Daily.co
Webflow
JS
GitHub
↓ Read More

Strategic Priority: HIGH  —  Custom spaces that capture the movement's essence

What This Means for Holomovement

Standard video platforms are convenient but generic. These custom environments using Daily.co become extensions of the Holomovement's brand and culture—themed spaces, persistent lounges, and webinar environments designed for the specific ways the community gathers. For The Wave, this means beautiful virtual rooms that feel continuous with the in-person experience, not separate from it.

What It Looks Like

  • Custom-branded video rooms with dynamic circular layouts (already prototyped)
  • Themed environments: meditation spaces, collaboration rooms, celebration halls
  • Persistent lounges where members can drop in throughout the day
  • Pre-call pages setting context and intention
  • Recording workflows with automatic archiving to member library
  • Participant integration with community profiles

Timeline & Cost

Development Period:
Mar 16 – Apr 10
Estimated Hours:
30–55 hours
Investment:
$3,000 – $5,500

Dependencies: Membership System (access control), Community Tools (room assignments)

Collaboration Management Tools

Collaboration Management Tools

Project tracking, task assignment, team coordination, resource allocation, and progress dashboards.

Airtable
n8n
Webflow
JS
Gmail
↓ Read More

Strategic Priority: MEDIUM  —  Project coordination that respects creative flow

What This Means for Holomovement

Standard project management software tracks tasks and documents. These tools are designed for creative flow, artistic integrity, and distributed coordination while maintaining human context. For holons and project teams, the system visualizes work over time (not just in feeds), respects people's actual capacity, and keeps relevant context attached to the work.

What It Looks Like

  • Timeline visualizations showing project progress over time
  • Task assignment with capacity-aware scheduling
  • Resource allocation dashboards
  • Progress visualization showing momentum without creating arbitrary pressure
  • Communication integration keeping context with work items
  • Multiple views: internal team, client portal, public project pages

Timeline & Cost

Development Period:
Apr 1 – Apr 25
Estimated Hours:
35–50 hours
Investment:
$3,500 – $5,000

Dependencies: None (standalone system)

Time-Aware Toolsets

Time-Aware Toolsets

Calendar integration, scheduling automation, timezone handling, availability management, and time-based triggers.

n8n
Airtable
JS
Webflow
GitHub
↓ Read More

Strategic Priority: MEDIUM  —  Honoring the dimension that flattens online

What This Means for Holomovement

Time is often the missing dimension in digital systems—everything flattens into the present. For a global movement spanning timezones, building momentum in time, over days, months and years, time-aware tools become essential. This includes sophisticated scheduling across timezones, drip content that releases on user-specific timelines, reminder systems that adapt to engagement patterns, and time-based visualizations of actions and engagement.

What It Looks Like

  • Calendar integration with timezone-aware scheduling
  • Dynamic timelines visualizing project and engagement history
  • Rhythmic automations for recurring community rituals
  • Solar/lunar calendar integration for consciousness practices
  • Time-based content release and access control
  • Adaptive reminder systems based on engagement patterns

Timeline & Cost

Development Period:
Apr 10 – Apr 30
Estimated Hours:
30–40 hours
Investment:
$3,000 – $4,000

Dependencies: Community Facilitation Tools (event scheduling)

Parametric Geometric Interfaces

Parametric Geometric Interfaces

Sacred geometry visualizations, data-driven graphics, interactive geometric interfaces, and generative design elements.

Grasshopper
JS
Webflow
↓ Read More

Strategic Priority: MEDIUM  —  Sacred geometry made interactive

What This Means for Holomovement

The Holomovement logo itself encodes the architecture: center as dining hall, radiating circles as autonomous holons, the whole as interconnected consciousness. These geometric interfaces make that vision tangible. Data becomes spatial and dynamic rather than static and numeric. Users experience information through sacred proportions and mathematical relationships that resonate at deeper levels.

What It Looks Like

  • Sacred geometry visualizations generated from assessment and profile data
  • Interactive geometric explorations revealing data relationships
  • Grasshopper-to-JavaScript translations for complex geometric logic
  • Generative design elements that evolve based on community activity
  • Network visualizations showing holon relationships as sacred patterns

Timeline & Cost

Development Period:
May 1 – May 20
Estimated Hours:
25–40 hours
Investment:
$2,500 – $4,000

Dependencies: Assessment Systems (data source), Directory Systems (display context)

Dec
Jan
Feb
Mar
Apr
May
Jun
Phase 1: Foundation
Phase 2: Connection
Phase 3: Collaboration
Phase 4: Polish
Jan 15
Feb 28
Apr 15
May 15
May 29
January 15, 2026
Core Platform Launch
Assessment system live with numerology + AI insights. Basic membership functional. Communication automations delivering onboarding sequences.
Assessments Membership Automations
February 28, 2026
Connection Infrastructure
Enhanced directory with interactive map. Matching algorithm generating connection recommendations. Community tools enabling holon creation.
Directory Matching Community
April 15, 2026
Collaboration Ready
Custom video lounges configured for Wave gatherings. Collaboration management supporting holon projects. Time-aware scheduling active.
Video Collaboration Time Tools
May 15, 2026
Full Platform Beta
Parametric geometry enhancing profiles. CRM supporting donor relationships. Wave attendee pre-registration and assessment flow open.
Geometry CRM Pre-registration
May 29 – June 2
🌊 The Wave — Cascais
Platform supports in-person + virtual participation. Pre-matched connections active. Holons forming. The living network launches.
Live Event Virtual Launch

Recommendations

Priority Tiers for Budget Flexibility

If budget constraints require prioritization, here's how I'd tier the 12 technologies:

Tier 1: Essential for Wave Success

  1. Assessment Systems — The entry point that makes everything else work
  2. Custom Membership System — Access control and community identity
  3. Directory Systems — The map that makes the network navigable
  4. Intelligent Matching — Connection recommendations that drive engagement
  5. Communication Automations — The nervous system connecting everything

Tier 2: High Value Add (~$ additional)

  1. Video Conferencing Solutions — Custom spaces for Wave virtual participation
  2. Community Facilitation Tools — Holon infrastructure
  3. Online Learning Platforms — Course delivery and revenue generation

Tier 3: Enhancement (~$ additional)

  1. Collaboration Management Tools — Project coordination
  2. Time-Aware Toolsets — Scheduling and temporal features

Tier 4: Polish & Delight (~$ additional)

  1. Parametric Geometric Interfaces — Sacred geometry visualizations
  2. CRM System Templates — Relationship management backend

Critical Success Factors

  • Decision velocity: Weekly check-ins with a small, empowered committee (Mariko, Emmanuel, Laura, Hera) to review progress and make fast decisions
  • Early testing: Each feature should be tested with real users within days of completion, not saved for a big launch
  • Data migration: Existing synergist profiles and map data need to move to Holomovement-owned Airtable base early in Phase 1
  • Content readiness: Assessment frameworks, course content, and communication templates need to be prepared in parallel with development
  • Wave integration: Event registration should connect to the platform from the start—attendees become members automatically

Next Steps

  1. Review this proposal with the core committee
  2. Confirm budget allocation and priority tier
  3. Schedule kickoff call to finalize Phase 1 scope
  4. Begin Airtable data migration planning
  5. Establish weekly development review cadence