HHE Sales Process Pivot — Decision Input Form

0 of 11 answered

Velocity-Blocking Decisions

1. Directory MVP Scope High Velocity

You asked: "How much time and effort to launch a basic directory?" What does "basic" mean to you?

A) Listing + claim only — Fastest path; ships Sprint 2–3; validates demand Recommended B) PracticeNear at reduced scope — Listing + payment + booking; longer build C) Full 90-day MVP — Complete marketplace (Blake’s original PracticeNear vision)

Additional thoughts (optional):

2. Quiz Length Cap High Velocity

Your vision was 20 questions. The 18-Q application killed 700–800 leads at Q14 last summer. What’s the ceiling?

A) 12 questions — Safest against drop-off; less profile depth B) 15 questions with progressive disclosure — Optimal balance; feels shorter than it is Recommended C) 20 questions — Your original vision; risk of Q14-style drop-off

Additional thoughts (optional):

3. Blake’s Tactical Authority High Velocity

You named the "musical chairs" pattern. Locking Blake’s scope reduces whipsaw and frees your bandwidth.

A) Tactical to Blake, strategic to Amy — Blake approves quiz copy + directory features; you approve direction shifts Recommended B) Strategic and tactical both with Amy — Everything routes to you

Additional thoughts (optional):

4. Standing Monthly Call Timing Medium

You agreed verbally to last-Tuesday cadence. What time slot works?

A) Last Tuesday, 1pm CT — Standard professional hour Recommended B) Last Tuesday, 3pm CT — Later in day C) Other — please specify in notes

Specify time if "Other," or any conflicts:

5. Phase 2 Pricing High Velocity

Sprint 1 fits within current $5K/mo retainer scope. When should we revisit pricing for the expanded surface area?

A) Stay on $5K/mo retainer through Sprint 2 — No friction; revisit at first standing call Recommended B) Reset terms now — New scope = new pricing conversation immediately

Additional thoughts (optional):

6. Email SDR (Blake’s May 1 Proposal) High Velocity

Blake proposes an “email SDR” bot that sends personalized prompts (e.g., subject “Quick question”, body asking which topic — peptides / microbiome / live blood cell microscopy — is most relevant) and handles back-and-forth replies, tailoring toward upcoming workshop invites. Cultural-fit check: Amy said “human connection matters” for voice; email impersonation is a different surface. Recommendation balances Blake’s velocity ask with Amy’s human-first principle.

A) Approve — build in Sprint 2 as quiz nurture path — Reuses quiz pathway routing; bot drafts, human approves before send (no autonomous personal-email impersonation) Recommended B) Approve — build in Sprint 1 as parallel track — Faster to ship; risk of competing with quiz attention C) Approve with autonomous send — Fully automated reply loop without human review; highest velocity, highest cultural-fit risk D) 30-day discovery only — Scope + tone tests, no autonomous send; revisit at standing monthly E) Decline — AI-impersonating-personal-email crosses the “human connection” line; route nurture through real humans

Tone, voice, and constraints (Amy’s preferred language for outbound, topics in scope, sample close):

7. Sales Handoff Endpoint High Velocity

Where do warm and hot leads from the quiz land? This determines real-time routing.

A) Direct to Amy’s inbox — Fastest signal; highest cost on your time B) Blake routes to advisor — Frees you from inbox triage; matches Blake’s POC role Recommended C) Shared advisor pool — Round-robin; needs designated advisors

Specify advisors if "C," or routing rules:

Smart-Default Decisions (override if needed)

8. Workshop Video Format Medium

Your April 10–11 workshop converts. How do we use it for the quiz embeds?

A) Cut existing footage — Faster (1 week); proven content Recommended B) Record fresh segments — More polish; +1 week C) Both — v1 cuts ship now, fresh recordings for v2 in Sprint 3

Additional thoughts (optional):

9. Assessment Pilot Order Medium

Two assessment patterns. Which ships first?

A) Lamonte mental health intake first — Narrower scope; faster proof Recommended B) Broader wellness intake first — Mental + physical + finances; longer design

Additional thoughts (optional):

10. Telehealth-Staffed Model (Peptide + Coaching) Low

You said: "I want to explore that, but don’t want to get spread too thin right now."

A) Park entirely — Focus discipline; revisit Q3 Recommended B) 30-day discovery — Scope only, no build C) Pilot the peptide + coaching offer — Build now

Additional thoughts (optional):

11. Amy Avatar Timing Low

Curiosity item that intrigues both of us. When does it earn build time?

A) Phase 3 default — Revisit when quiz traction proves Recommended B) Promote to Phase 2 — Build alongside quiz C) Defer 6 months — Park entirely

Scope preferences if you do go forward:

HHE Sales Process Pivot — Decision Form

1. Directory MVP Scope High Velocity

2. Quiz Length Cap High Velocity

3. Blake’s Tactical Authority High Velocity

4. Standing Monthly Call Timing Medium

5. Phase 2 Pricing High Velocity

6. Email SDR (Blake’s May 1 Proposal) High Velocity

7. Sales Handoff Endpoint High Velocity

8. Workshop Video Format Medium

9. Assessment Pilot Order Medium

10. Telehealth-Staffed Model (Peptide + Coaching) Low

11. Amy Avatar Timing Low

Response Summary