FLY Sales Bot — MVP Briefing

Key Insight

The Strategic Pivot

From coaching agent to revenue-generating sales tool

Why a Sales Bot, Not a Coaching Agent

LaMonte's insight: Clients consistently need personal conversations to commit to the program, despite having their questions answered through existing materials. The bottleneck isn't information — it's the feeling of personal attention.

An AI-powered clarity session tool solves this at scale: every prospect gets a guided, personalized conversation that surfaces their specific challenges and connects them to the FLY methodology — 24/7, without requiring LaMonte's time.

Phase 1 = Sales bot (immediate revenue impact). Phase 2 = Coaching agent for enrolled students (after pipeline is proven).

Full-funnel AI coverage: Ask Zuzu handles student retention. The FLY Sales Bot drives client acquisition. Together, AI covers both ends of the business pipeline — a positioning advantage most programs don't have.

Core Flow

The Prospect Journey

How the sales bot converts interest into enrollment

Prospect Journey — From QR Code to Enrollment

Conversation Design (5 Phases)

Phase	Bot Behavior	Goal
Welcome	Warm greeting, brief FLY intro, "what brought you here?"	Build rapport
Discovery	3-5 guided questions about challenges, goals, current state	Understand situation
Insight	Connect answers to FLY methodology concepts	Demonstrate relevance
Value	Share transformation stories, program structure	Build desire
CTA	Offer to book clarity session with LaMonte	Convert

The bot mirrors LaMonte's natural coaching conversational style — never pushy, always acknowledging resistance as a signal (aligned with FLY methodology).

Timeline

MVP Timeline — March 25

Week-by-week delivery plan, back-scheduled from March 25 launch

MVP Delivery Timeline

Critical path: Content delivery from LaMonte is the single blocker. Every day of delay = proportional MVP slip. Materials received by Wednesday = polished Thursday demo.

Action Needed

Content Materials — From LaMonte

These materials train the AI. The sooner they arrive, the more polished the MVP.

Priority Materials

Material	Priority	Why It Matters
Webinar recording(s)	P0	Primary sales pitch content — how LaMonte presents FLY to prospects
Presentation slides	P0	Key concepts, framework visuals, value propositions
Workbook (key sections)	P0	Methodology depth for answering prospect questions
Existing transcriptions	P1	Saves transcription time — accelerates build

Google Drive link is easiest. If LaMonte can't gather these quickly, delegate to a team member.

Content Pipeline — From Upload to AI

Technical

Technical Architecture

Built on proven HHE infrastructure — near-zero marginal cost

Sales Bot Architecture

Infrastructure Reuse Map

Component	Existing (HHE)	FLY Extension
Express Proxy	Port 3100, auth, SSE	Add /fly/chat route
ChromaDB	kajabi_content collection	Add fly_sales_content collection
PostgreSQL	User profiles, tier system	Add fly_sessions table
Caddy	HTTPS termination	Add fly subdomain/path
PM2	Process management	Add FLY agent process

Shared infrastructure means faster build and lower operating cost. FLY piggybacks on the same servers already running Ask Zuzu.

Commercial

Commercial Terms

Agreed during March 3 scoping call

$3,600

per month

~25-30 hours/month

April 1

target term start

contingent on MVP delivery

March 25

MVP live target

back-scheduled from first event

Synergy discount: Standard rate is $5,000/month. The $3,600 rate reflects shared infrastructure and workflow synergies with existing Ask Zuzu / HHE work.

Phase 2 Horizon

What This Unlocks

The sales bot is the foundation — not the ceiling

Phase Progression — Sales Bot to Platform

Phase Transition Gate

Sales bot MVP deployed and live
At least 1 live event with QR code usage data
LaMonte confirms value and ROI
LaMonte selects Phase 2 architecture
Content pipeline proven (transcription → ingestion → retrieval)

Phase 2 options include: Guided 30-Day Coaching Agent (recommended), Knowledge Q&A Hybrid, or Full ACE Transformation Framework. Architecture analysis ready from pre-meeting spec.