Operations · Build Status & Roadmap

What we've built, and where it's going

A snapshot of the operational tooling behind Move Colombia Relocation — the systems that turn a paid client into a delivered relocation — plus the automation roadmap for the next phase.

Team review · June 2026

Built so far

The toolkit

A go-live test, a tool for every service, plus the live client site and the Trayectomove document check.

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Go-Live Test

Run this

The live test of everything before we take a real client: website, Trayectomove, every internal tool, a full dry run with a fake client, the business/legal gates and providers. Pass / Fail / N/A per item, blockers flagged, results copy-paste for the team.

Start the test
🏛️

Our Company Setup

Decision

How we run Move Colombia from Hungary and Mexico without Colombian corporate tax: the recommended Hungarian Kft, structures compared with a tax estimate, the no-presence rules for Colombia, the 50% deposit, banks and the advisor questions.

Open the setup
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Service Playbook

Ready

How to run all ten services — execution steps, who to partner with, the contracts we need, supplier alignment, and how each differs for South American, European & US clients. Interactive: tick steps as you run a client, with progress tracking per service.

Open the playbook
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Housing Ops Console

Ready

Turns the team's realtor contacts into a matchable registry, then auto-drafts property requests. Enter a client's housing brief and it matches realtors by zone, price & furnished (vetted first) and generates ready-to-send WhatsApp/email drafts in ES/EN — the agent drafts, a human sends. We never hold rent money.

🤝 Partner needed: 3 (1 blocker) — see "Checks & partners" in the tool

Open the console
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Healthcare Setup

Ready

The full healthcare path for a client: why the visa needs an international policy (EPS doesn't count), when they switch to a Colombian EPS, and the optional prepagada layer. Includes a pathway planner, provider directory with 2026 costs, and a bilingual client-brief generator.

🤝 Partner needed: 2 (1 blocker) — see "Checks & partners" in the tool

Open the setup
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Schools Finder

Ready

25 bilingual & international schools across Medellín, Bogotá, Cali, Cartagena & Barranquilla. Filter by city, curriculum, budget & type; build a shortlist, compare, and generate a bilingual client recommendation. Prepared by the team.

🤝 Partner needed: 2 (0 blockers) — see "Checks & partners" in the tool

Open the finder
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Banking & Finance

Ready

9 banks (digital vs branch, fees, documents) plus the money-movement processes: bringing funds in + foreign-investment registration, the fiducia/escrow for property (Alianza Fiduciaria), RUT and DataCrédito. Filter, shortlist, send a recommendation.

🤝 Partner needed: 3 (1 blocker) — see "Checks & partners" in the tool

Open the tool
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Business Setup

Ready

Start a company or freelance in Colombia as a foreigner: an interactive pathway chooser (by visa status + goal), the SAS setup steps, real 2026 costs & taxes, where to base, and how not to get scammed. Includes the investor-visa route and the "we coordinate / licensed partner executes" model.

🤝 Partner needed: 3 (2 blockers) — see "Checks & partners" in the tool

Open the tool
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Legal Protection

Ready

Triage any legal matter a client hits — lease, overstay, hiring staff, property, family, detention — with the forum, whether it's self-serviceable, and what we may do vs what the abogado must. Plus the partner-network model, a know-your-rights sheet, and the compliant way to use AI pre-checks.

🤝 Partner needed: 2 (1 blocker) — see "Checks & partners" in the tool

Open the tool
🛂

Visa & Immigration

Draft

The team side of the visa service after Trayectomove grades the file: who may legally submit, the 7-stage pipeline, launch visas with 2026 fees, an income-threshold check, the mandatory review gate, portal upload rules, the cédula, and what we still need.

🤝 Partner needed: 4 (4 blockers) — see "Checks & partners" in the tool

Open the console
✈️

Airport Pickup & Welcome

Draft

Arrival spec: a form for the VIP partner contact, three service tiers, the T-14 to day-7 arrival timeline, welcome kit, first-day orientation, driver vetting and open items.

🤝 Partner needed: 4 (1 blocker) — see "Checks & partners" in the tool

Open the spec
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Cultural Integration

Proposal

The "Belong" program: Spanish before you fly, a local buddy, Sobremesa dinners, intercambios, tracks for families, nomads, retirees and partners, a Medellín event calendar, and how it pays for itself.

🤝 Partner needed: 4 (0 blockers) — see "Checks & partners" in the tool

Open the program
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Transport Providers

Ready

Household shipping US→Colombia: our iContainers contact plus two verified back-ups (Schumacher Cargo, SDC International) with contacts, when to use which, and a ready EN/ES quote request to send all three.

🤝 Partner needed: 4 (1 blocker) — see "Checks & partners" in the tool

Open providers
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Quote Calculator

Ready

Builds a client estimate from the services they select. Pre-loaded with 2026 Colombian costs (editable), with our 30% margin applied to service revenue only, an inflation re-baser, IVA, and live USD/EUR/COP switching. Separates "our fee" from "paid on their behalf."

Open the calculator
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Operations Manual

Ready

The full written playbook + the payment / cash-flow model: how money flows in Colombia, what to collect upfront, escrow for pass-through costs, contractor contract essentials, and the margin policy. The source behind the interactive tools.

Open the manual
🌐

Client Website

Live

The public Move Colombia site — EN/ES, service cards, destinations, and packages. The front door where new clients discover us and start a conversation.

Open the live site
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Trayectomove · Document Check

Live

The client-facing readiness check that runs before a visa is filed. Clients upload their documents; it grades them against the current 2026 rules — AI check confirmed by a real person — scores how ready the file is, and shows exactly what to fix (expired dates, missing apostille/translation, wrong photo, short insurance). Bilingual EN/ES, free to start. Pricing/checkout now lives in Move Colombia, so the portal itself shows no prices.

Open the check
Live team URL: movecolombia-tools.netlify.app — every tool above opens from here on any device.
The system

How the pieces connect

Each tool owns one part of the journey. Together they form the operating system from "client pays" to "relocation delivered."

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Calculator

Defines what the client bought

→
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Playbook

Defines how we deliver each service

→
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Dashboard

Automates the doing — next phase

What's next

The automation dashboard

Once a client is confirmed and paid, the dashboard reads which services they bought, contacts the right providers (mostly WhatsApp & email today), tracks replies, and chases follow-ups so nothing stalls. Built in phases — each one ships and earns the next.

1

Tracked board Start here

A live view per client: services bought, provider per service, status, milestones. Manual sends, but nothing falls through the cracks. Provider directory built from the playbook's contracts & SLAs.

2

One-click dispatch

Pre-approved message templates per provider. A human clicks send; the dashboard logs it and starts an SLA timer.

3

Auto-trigger & follow-up

Payment confirmed → messages fire automatically. "No reply in 48h" flags and escalations make follow-up impossible to forget.

4

AI assist

AI drafts the outreach, reads provider replies, and updates status — humans stay on outcomes, not data entry.

Two things to decide before building: the WhatsApp piece needs the official WhatsApp Business API with Meta-approved templates (you can't safely automate a personal account at scale) — and the whole system is only as good as the provider network behind it, so provider onboarding (channel, contact, SLA, template per provider) is the real prerequisite, not the code. A no-code prototype (Airtable + Make/n8n + WhatsApp API) can validate the full flow in days before committing engineering.
For today's meeting

Decisions on the table