Pre-Discovery Briefing· From aiChemist· For Helen + Karina· Thu 14 May 2026 · 10:30 AM ET

One workflow. One metric. One prototype window.

A proposal for how aiChemist would partner with your team to make everything wildly efficient — without adding a single new tool, without changing how you approve, and without a sweeping audit. We narrow before we broaden, and we'd like your input on where to start.

"Make everything wildly efficient, so that people work less hours to do the same thing." — Helen Leland (verbatim · 2026-05-01)

Two businesses in focus

The engagement holds two of your operations as in-scope; everything we propose serves these.

In scope · Creator hub

helenleland.com

IG @helenleland (~855K) · TikTok @helenleland (46K) · ShopMy curator storefront · AI wellness chatbot · brand-deal pipeline. The creator hub is your funnel and your community.

In scope · Digital cohort

Sessions by Helen

$129 10-Day Reset cohort on Kajabi (courses.sessionsbyhelen.com) · founding-member tier · IG Broadcast Channel as accountability surface · 12 videos / 10 days · $17 Micro-Routine Flash Cards order-bump.

Your team (8 people)

1.Helen
Founder
2.Karina
Director · Ops & Creative
3.Briana
Social Media Coordinator
4.Kamille
Administrative Assistant
5.Pia
Social Media Coordinator
6.John
Accountant
7.Hope
Video Editor
8.Faith
Dietitian

Your stack — we work with it, not around it

95% Slack Notion Claude Google Docs Gmail 5% Kajabi ShopMy api.helenleland.com (FastAPI)

The frame we work from: Notion = state and truth. Slack = action surface. Claude = the bridge between them.

Brand-deal triage pipeline automation

The densest workflow in your operation

One Slack channel · one Notion DB · one Claude classifier — touching all 8 of you in sequence

Karina triages inbound pitches → SMC drafts brief → Helen approves → SMC posts → John invoices. Faith vets wellness-brand fit along the way. The agent removes friction before the approval reaches you — your decisions stay yours.
5+
hrs / week saved · pilot target
10+
hrs / week saved · at scale
3 wks
prototype timeline · map → build → pilot

Why this first

Brand-deal triage is the workflow that touches the most team members of anything in your operation. Inbound pitch volume at 855K-creator scale is structurally high; automation here compounds. The hours-saved metric is named and measurable — approval turnaround, drafts per week, founder time per approval. And — this is the part that matters — you don't change a single thing about how you approve. We remove the friction before the approval reaches you.

Current flow vs. proposed flow

Rendering workflow diagram…
Today: 10 manual handoffs · Proposed: 5 steps, three of them parallel · Helen sees a clean approval queue, not a flooded inbox

3-week prototype timeline

Rendering timeline…
Week 1: Map · Week 2: Build · Week 3: Shadow-pilot then live · Phase 2 selection at Week 4

What we'd ship on Day-1

The piece most AI consultants don't bring

Sessions runs on Kajabi (theme ID 2164221153, Stripe + Wistia + Sentry stack — we checked). We've shipped on Kajabi repeatedly, and the patterns transfer directly to Sessions. The reference work:

Rendering Kajabi specialization map…
Three live engagements · same platform you're on · transferable patterns
HHE · Holistic Health Educators

Tier-aware course companion

Ask ZuZu chat agent embedded in Kajabi courses · RAG content filtering by user tier · access-aware messaging · 103-product mapping inventory across the catalog · Supabase analytics views.

SecondAct

Inbound lead intelligence

Kajabi proxy chat-history extraction · lead intelligence reports from inbound · branded visual briefing artifacts from lead data.

JaySamit

AI-enabled course features

Kajabi template customizations + AI features embedded in the course experience.

For Sessions, the surface we'd want to explore on the call

The Day-1 wedge re-ranks based on what you tell us

Brand-deal triage is what we'd propose by default. But if your 90-day priority is somewhere else, the right Day-1 wedge moves. The path of least resistance changes with the goal.

Rendering decision tree…
Q1 on the input form drives this · we'll work through it together on the call

Phase 2 & 3 wedge candidates

These are real candidates, ranked by what the math says about your team. We want your reaction on the call before committing.

Phase 2 — next 30–60 days after Day-1 ships

WedgeWhy it mattersActivates when
Sessions cohort ops on KajabiEngagement tracking · drop-off recovery · IG Broadcast cross-sequencing · founding-member upsell pathsQ1 = Sessions growth, or after Day-1 ships
Brand-approval routing — your time, codifiedApproval agent trained on Helen's prior decisions. Auto-clear 70–80% routine, escalate edge cases only. Hours saved is your own time.Q1 = founder time, or after Day-1 ships
Two-SMC coordination state in SlackBriana + Pia split logic · shared cadence state (posted, queued, conflicts, stale)Q2 surfaces posting-cadence friction
Notion-anchored AI SOP libraryPlug your brand-voice + SOPs directly into Claude Projects so the team drafts in your voice by defaultQ4 confirms Notion is (or can be) the brand SoT

Phase 3 — 3–6 months out

WedgeWhy it mattersActivates when
Content-reuse engineLong-form (Sessions curriculum, voice memos, podcast) → 5–10× derivative short-form per source. Hope's editing capacity multiplied.Day-1 ships AND content production becomes throughput bottleneck
Inbound brand-pitch voice/text agentSingle-click reply surface on pitch-intake — reply rates jump because intent is still freshDay-1 ships AND inbound volume justifies a CTA-surface agent
Sessions Kajabi + IG Broadcast cross-sequencingKajabi webhook triggers IG Broadcast cadence · opt-in synchronizes both channelsSessions wedge activates AND email orchestration becomes the gap
Affiliate (ShopMy) + Sessions revenue forecastingOne source of truth across ShopMy commissions + Sessions enrollments + brand-deal accrualPhase 2 ships AND multi-source revenue visibility becomes the ask
DM triage at 855K-creator scaleTriage rules + Helen-escalation criteria for the most underbuilt inbound channel at your scaleQ2 surfaces DM as friction, or explicit ask

One workflow. One metric. One prototype window.

1 · Named workflow

The chosen Day-1 wedge, scoped concretely with a one-page workflow map by end of next week.

2 · Hours-saved metric

Defined in the scope doc · measured weekly · pilot exit criteria written in advance, not after.

3 · 3-week prototype

Week 1: map · Week 2: build · Week 3: shadow-pilot, then live. Phase 2 selection at Week 4 based on the data.

4 · Karina as ops POC

Weekly 30-min sync, async Slack between. The cadence is yours — we adapt.

What we're explicitly not proposing

What happens next

  1. Within 24 hours: one-page scope doc for the chosen Day-1 wedge — workflow map, hours-saved metric, prototype plan.
  2. Within 72 hours: prototype-build kickoff with Karina as operational POC.
  3. Week 3: pilot rollout in shadow mode → live.
  4. Week 4: metrics review + Phase 2 wedge selection.
  5. Optional ongoing: monthly cadence — we propose the next wedge, you approve.

Capture your input before, during, or after the call

A short companion form mirrors the 7 questions we'll work through together. Your answers re-rank everything in this briefing — they shape the Day-1 wedge, the metric, and the cadence. Capture them in your own words whenever it's easiest.

Open the input form →
"Wellness isn't about extremes, it's about building momentum with realistic habits." — Helen Leland

That's the same posture we'd take with your operation. Not a transformation. Momentum with realistic habits — applied to how your team works.

Background note (not in engagement scope): Helen is also CVO of The Bomb Co. (formerly Blender Bombs) — biographical context only. The Bomb Co. operates separately; its workflows are not part of what we're scoping with this engagement.