aiChemist → Holistic Health Educators · April 15, 2026

Phase 2: Activation — Decisions

6 decisions to lock in the next phase. The engine is built — these choices activate it.

0 of 6 answered

1. Green Light Phase 2?

The engine is built (177 commits, 18 features, 5 live systems). Ready to activate the revenue layer?

A) Yes — activate this month — Renew, start upsell activation + voice agent build. Recommended B) Phased start — Upsell activation now, voice agent in May. C) Call first — Schedule alignment call before committing.

Additional thoughts:

2. Voice Agent Pilot Timing

You said "100% want to deploy." When do we start the 2-week build?

A) Start this week — first test calls by May 2. Recommended B) After next event — use fresh leads for the pilot. C) Need more detail — schedule technical walkthrough.

Additional thoughts:

3. Upsell Activation Approach

578 opportunities already flagged. How should we surface them?

A) Staff dashboard + email sequences — both channels, maximum coverage. Recommended B) Dashboard only — manual outreach, team controls pace. C) In-chat only — let Ask ZuZu handle it naturally.

Additional thoughts:

4. Sales Hire Roles Outline

To design automation that replaces 70-80% of the planned hires, we need to know exactly what they'll do.

A) Send outline of planned sales roles — what they'll do, steps, tools, daily workflow. Recommended B) Walk through on alignment call — discuss roles live. C) Blake provides — Blake has the funnel detail.

Additional thoughts:

5. Monthly Alignment Cadence

The biggest bottleneck is human-to-human sync, not engineering. Let's fix that.

A) Last Tuesday of each month — 30 min, standing agenda. Recommended B) Different recurring day — suggest your preferred day/time. C) As-needed — no fixed cadence.

Additional thoughts:

6. Unlock Phase 2: Three Steps

Three small admin actions that gate everything. Each takes minutes.

A) All three now — 1) Update card, 2) Enable Google Workspace email, 3) Confirm monthly cadence. Recommended B) Card now, email + cadence on call C) Discuss all on alignment call

Additional thoughts:

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aiChemist · Holistic Health Educators · April 2026