aiChemist → Holistic Health Educators · April 15, 2026

Sales Agent — Implementation Decisions

6 decisions to launch the pilot. Your funnel data drives every projection.

0 of 6 answered

1. Pilot Timing

Infrastructure is live ($1/mo). 2-week build to first test calls.

A) Start this week — first test calls by May 2. Recommended B) After next event — fresh leads for pilot. C) Deeper walkthrough first

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2. Pilot Scope

How many leads for the initial test?

A) 50 leads from most recent event Recommended B) 100 leads from last 2 events C) Full next event

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3. Agent Transparency

Should the agent identify as AI?

A) Transparent — "AI assistant on behalf of HHE" Recommended B) Hybrid — "HHE enrollment support team" C) Non-disclosure

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4. Primary Routing Target

Which program should the agent prioritize for qualified leads?

A) HHP ($12,000) — highest revenue per close B) HHC ($4,800) — lower barrier C) Tiered routing — agent scores readiness, routes accordingly Recommended D) Blake/Amy specify the hierarchy

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5. Pre-Event vs Post-Event Priority

Where should the pilot focus first?

A) Post-event first — prove conversion engine, add pre-event later Recommended B) Pre-event first — capture intelligence before next event C) Both from Day 1

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6. Scale Criteria

What must the pilot prove to greenlight full deployment?

A) Contact rate >50% + qualification >25% B) At least 1 HHP deposit attributed to agent C) Sales manager says "these leads are good" D) All of the above Recommended

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aiChemist · Holistic Health Educators · April 2026