noboxAI → Holistic Health Educators · Tuesday, May 5, 2026 · v2 — Post-Call Synthesis

HHE Priority Alignment — Progress Briefing

Yesterday's 39-min call did the heavy lifting. Eight locks captured, scope sharpened, naming reset to Blake/Amy. Four open threads remain — lighter form than v1, sharper questions, June 5 standing call lands the rest.

8 Locks Captured 4 Open Threads June 5 Standing Call

Progress Dashboard

v1 → v2 — Decision Delta

8 of 11 v1 sub-decisions resolved or directed

Yesterday's call moved through 39 minutes of substantive territory: the quiz wireframe got live-tested (and pulled forward), pricing dropped from 6% to 5%, the standing call locked on the 5th-of-month, and three new deliverable surfaces opened. v2 reflects that progress as facts; the form below is reduced to four sharp questions.

8
Confirmed Locks
8
New Items Surfaced
4
v2 Open Threads
39
Min Call
“If we could set up a site and a payment processor, and have them embedded in an online directory. That is a dream. That's the future.” — Amy on PracticeNear iteration 1, 2026-05-04 call

Confirmed Locks (8)

All flowed from the 5/4 call. Folded into v2 as facts — not asked again.

✓ Lock 1 · Cadence

Standing Call: 5th of every month

Amy + Blake + Jonathan. First: 2026-06-05. Aligns with HHE's monthly admin/payouts day. v1 was Tue 5/5 11am

✓ Lock 2 · Pricing

Take-rate: 5% (NOT 6%)

"We just keep five percent." Closer to original proposal. Update PlatformConfig.platformFeePercent. v1 default was 6%

✓ Lock 3 · Scope

Strict HHE-graduate-only

Implicit through the call. "Find a graduate near you" framing. No HHE-aligned expansion in iteration 1.

✓ Lock 4 · Quiz

Two-quiz model formalized

(a) Lead-magnet — optimize for ease. (b) Comprehensive in-funnel assessment ("set aside 15 min"). Both ship; Lead-magnet first.

✓ Lock 5 · Iteration 1

Directory + payments, single launch

NO Pilot/Full split. Iteration 1 goes public-facing with embedded payments at 5%. Internal soak window pre-announce. v1 proposed tiered launch

✓ Lock 6 · Telehealth

Deferred — HHE focus blocker

Tina says 4–6 weeks if focus holds. Q3 revisit when other HHE projects complete. Curated 20-coach model preserved as future option.

✓ Lock 7 · Roles

Front-end Blake / Back-end Jonathan

Confirmed split. Jonathan to send Blake formal Slack instructions; Amy will echo as official.

✓ Lock 8 · Funnel

Ad → Quiz → $27 → Live → Cert

Sequence locked. Target: $10K/day ad spend once breakeven on the $27 evergreen course. Replaces $47-only live-event dependency.

Streams — Updated

v1 had 5 streams. v2 adds Stream 6 (Ask Zuzu Expansion) and reframes Stream 1 / 3 with the call locks.

Stream 1 · ITERATION 1 LAUNCH

Directory + Embedded Payments

Lead: Jonathan (back-end) + Blake (front-end)

Single launch with payments at 5% take. Practitioners professional credit-card processing without their own Stripe.

  • Scalable backend architecture (NOT flat DB) — Jonathan
  • Whop / payment processor integration ready
  • Practitioner admin pages (CRUD on offers/info, optional text-file import) — Blake
  • Direct profile links (de-emphasize search-and-explore on practitioner-shared URLs)
  • Naming: OPEN — Amy + Blake to decide
Stream 2 · CO-LED

Webinar Campaigns + Events

Lead: Amy + Jonathan, Blake on execution

April 10–11 weekend converted strongly. May 15–24 GA retreat anchors next event.

  • Calendar draft + runbook by Fri May 9
  • May targets: 3 events, 200 registrations, 50% attendance, 15% SQL
  • Weekend events supplemental to evergreen, not primary
Stream 3 · SHIP MAY 14 & SCOPE Q3

Two-Quiz Model

Lead: Jonathan

Quiz A — Lead-Magnet ("Find Your Holistic Health Pathway") — ships May 14. Live-tested by Amy, "really enjoying this."

Quiz B — Comprehensive Assessment — "set aside 15 min" framing. Builds on Quiz A; in-funnel typing tool. Scope after May 14 ship.

  • Microsoft Clarity + Meta pixel from day one
  • JotForm/Typeform historical data analysis (Q17 drop-off pattern)
  • Karen + Amy micro-video slots embedded
Stream 4 · LOWER TEMPO

Pre/Post Assessment + Data Layer

Lead: Jonathan, with Lamonte on intake

Mental + physical + finances baseline. Real value compounds over multiple cohorts.

  • Intake schema + Lamonte alignment by May 30
  • Grant-application output: Q3/Q4
Stream 5 · TRUST RECOVERY

Stakeholder Comms + 3-Item Retro

Lead: Jonathan, with Blake on demos

Three delivered items get sunset / refactor / relaunch decisions.

  • Stakeholder note + demo invites by Wed May 6
  • Retro week: OPEN — absorb into June 5 call or before?
Stream 6 · NEW (yesterday's call)

Ask Zuzu Expansion

Lead: Jonathan

Three new surfaces opened in 5/4 call. Amy: "Oh wow. That would be incredible."

  • Standalone URL (browser/mobile, NOT Kajabi-embedded) — scope OPEN
  • Quiz history awareness — Zuzu reads quiz outcomes to recommend next steps
  • Product catalog recs — Amy's top-of-mind opener: "students want product recommendations for what conditions"
  • Skool → Circle migration → integration update follows
v2 Funnel Architecture · Ad → Quiz → $27 → Live → Cert
Stream 6 Architecture · Ask Zuzu + Quiz + Product Catalog

Deferred + Off-Agenda

Items intentionally bracketed out so May/June scope holds.

DEFERRED · Q3

Course Quizzes — Adaptive Difficulty

~100Q pool, serve 20–30 dynamically. Trigger: July post-financial-benchmarks. Concept approved on call.

DEFERRED · Q3

Telehealth Service (Curated 20-Coach)

Charge 50–79, pay 30–40. Deferred until other HHE projects complete (Tina: 4–6 weeks if focus).

OFF-AGENDA

Capital OS Marketing Posture

Amy didn't engage with the framing. Pull from agenda. Jonathan still pulls partner agreement to verify APY + marketing rights — but no public-facing copy until Amy reactivates.

REFRAMED

Pilot/Full Tiered Launch

Amy reframed to single iteration-1 with payments. No internal-only Pilot stage. Soft-launch becomes a soak window.

Open Threads (4)

Reduced surface from v1. Sharper framing where re-asking; new where the call surfaced fresh territory.

1

Final platform name — Amy + Blake

Practice Near is dropped. Blake suggested it; Amy: "I don't think it makes sense. It's not clear." Jonathan ceded naming authority. Domain decision blocked until name lands.

v1 asked: subdomain on hheonline.com. v2 asks: what's the new name? (Open text — Amy/Blake can paste a list of candidates.)

2

HIPAA marketing posture — light-touch or aggressive?

Daily.co BAA is in place; Terra health sync built. Practitioner-recruitment copy is being drafted — need posture before send. Capital OS pairing dropped (off-agenda).

v1 asked 3 options + Capital OS pairing. v2 simplifies: 2 options, HIPAA only.

3

3-item retro week — absorb into June 5 standing call, or schedule before?

Standing call now locked at 5th-of-month. May 19–23 / May 26–30 windows still possible if you want it before June 5 (which is W23, after the original options).

v1 offered May 19–23 / May 26–30 / roll forward. v2 anchors to the locked June 5 cadence.

4

Standalone Ask Zuzu URL — who's the audience?

You raised it: "Could you make a standalone URL that isn't tied to the library?" Affects auth design + content-leak risk. Three plausible audiences:

  • Public — lead-gen, no auth (highest reach, leak risk)
  • Members-on-the-go — auth via Kajabi/Circle (low risk)
  • Both — public-tier with limits + member-tier full access
5

Bonus — tonight's team meeting outcome (open text)

Amy promised post-meeting priority list. v3 will re-anchor on it. Drop the list directly here when ready.

Timeline — Updated

June 5 is the new gravitational anchor. Pre-call deliverables in motion; post-call execution flips into full velocity.

May 5 → July · v2 Active Streams
v1 → v2 Decision State

4 questions left for v2

Lighter form than v1. Sharper framing. Plus an open-text lane for tonight's team meeting outcome.

Open the v2 Decision Form →