helenleland.com · Pre-Discovery Input Form

Question 1 of 7

Primary focus for the next 90 days

If you only got one thing done by mid-August, what would it be?

ASessions enrollment growth

Sessions becomes the 90-day bet · brand-deal triage becomes Phase 2

BBrand-deal volume + value at creator hubRecommended

Brand-deal triage is the Day-1 wedge · Sessions becomes Phase 2

CTeam capacity — more output, no new hires

Founder-decision compression (approval routing) becomes Day-1

DHelen's own time freed for community, storytelling, branding

Approval routing trained on your decisions becomes Day-1

Question 2 of 7

The recent friction signal

What's the most recent thing that went sideways — something you're still mentally chewing on?

AA brand-deal coordination or approval breakdownStrengthens Day-1

Strengthens the brand-deal triage wedge as Day-1

BA Sessions cohort drop-off or engagement gap

Escalates Sessions/Kajabi cohort ops to Day-1

CContent production / posting cadence between SMCs

Escalates two-SMC coordination wedge

DA brand-voice drift or AI output that wasn't on-brand

Escalates Notion-anchored SOP library wedge

Question 3 of 7

Claude usage shape today

When the team uses Claude on a normal Tuesday morning, what does that look like?

AMostly chat — open, paste, ask, copy back

Maximum greenfield — every wedge above is buildable

BClaude Projects with shared contextLikely

Strong starting point · adds Skills + MCP on top

CAlready using Claude Code or MCP integrations

We deepen what exists rather than start fresh

DMostly Karina + team use it · Helen rarely

Adoption pattern changes — agents built to serve Helen via the team

Question 4 of 7

Notion as source of truth for brand standards

If Briana is drafting a brand-deal post and wants the exact CTA voice for that brand, where does she look? If Pia gets a comment asking about a wellness claim, what does she check?

ANotion is the single source — wired up already

Notion-anchored SOP library plugs in directly

BNotion has the docs but the team uses other shortcutsLikely

First sub-deliverable = consolidating Notion as the actual reference

CIt's scattered — Google Docs, Slack pinned, Helen's head

Consolidation IS the first engagement

Question 5 of 7

Prototype scope and engagement shape

Does the proposed shape work for you — one named workflow, hours-saved metric, 3-week prototype, expand on outcome?

AYes — let's scope brand-deal triage as the first prototypeRecommended

Lock the shape · 24h scope doc follows

BYes on the shape, but the first prototype should be a different wedge

Specify which Phase 2 candidate in Q7 below

CThe shape is right but the timeline needs adjustment

Specify in Q7 below

DWe want a different scoping model — broader audit first

We'd push back here, but we want to hear it

Question 6 of 7

Communication cadence for the prototype window

During a 3-week prototype build, what's the cadence that works for your team?

AWeekly 30-min sync with Karina as ops POC · async Slack betweenRecommended BBi-weekly sync · more async Slack between CDaily Slack updates · no standing call DOther — specify in Q7 below

Question 7 of 7 · Open-ended

The next-90-day "Done" picture

When this engagement is at the 90-day mark, what does success look like to you in your own words? Your phrasing matters here, not ours — this becomes the metric language for the engagement.

Ready to share?

Generate a clean summary you can copy, or submit directly to Jonathan. Either way, your words land verbatim.

Ready to share?

Your responses