Helen Leland — Discovery Walk-through

What this is. Six questions shaped from what we see in your business today. Five have a hypothesis we'd like to test with you — softly highlighted, but pick freely. The sixth is purely your words.

How long this takes. ~10 minutes if you skim, ~15 if you add notes. Jonathan walks through it with you. Auto-saved every keystroke.

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0 of 6 questions answered

The 90-day target

"What's the #1 outcome you want to see by mid-August? If you only got one thing done by then, what would it be?"

Sessions cohort growth — enrollment, completion, founding-member tier Sessions is recent, high-margin, your postpartum-recovery story Brand-deal volume + value — more inbound, faster triage, bigger deals Your own time freed — fewer approvals, more community + storytelling + branding Team capacity — more output without new hires

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Where your attention goes

"Where does your founder-attention go this quarter — the personal brand on IG/TikTok, or Sessions cohort growth? If you had to pick one to grow 50% by August, which?"

Personal brand — IG and TikTok content + brand deals Sessions cohort growth — the 10-Day Reset, completion, founding-member tier Sessions is recent (July 2025 launch), high-margin, founder-emotional Both equally — the funnel and the product are inseparable

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How your voice carries

"When Briana drafts a brand-deal post and wants the exact CTA voice for that brand, where does she look? When a caption gets generated that doesn't sound like you, who catches it and how?"

Notion has the brand-voice guide — the team uses it daily Notion has some, but the team approximates — your voice mostly lives in your head At 8-person scale with multiple tools, voice drift is the most-confident pre-call read We don't have a brand-voice doc — each person figures it out

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What went sideways recently

"What's the most recent thing that went sideways — a campaign that mistimed, an approval that fell through, a brand-deal that ghosted, a Sessions cohort issue? Something you're still mentally chewing on?"

Your words — two or three sentences are enough

How the team uses Claude today

"Show us how you use Claude on a normal Tuesday morning. Is it 'open chat, paste, ask, copy back' — or does Claude already have your team's context built in?"

Mostly chat — open it, paste context, ask, copy back into Slack or Notion For an 8-person creator team without engineering staff, this is the most common shape We use Projects with shared instructions and file uploads — it has standing context We've connected it to other tools — Notion, Slack, Kajabi — it runs multi-step on its own

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Sessions cohort visibility

"How are you measuring Sessions cohort engagement today — completion rates, drop-off points, IG Broadcast open/reply rates? Where in the 10-day arc do you typically lose people?"

Dashboard visibility — completion %, drop-off day, Broadcast engagement Manual — Karina pulls the numbers when they're asked for Kajabi handles enrollment natively; cohort engagement visibility is usually still a spreadsheet Proxy — Helen reads the Broadcast Channel vibes, that's the signal

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