noboxAI → Holistic Health Educators · April 9, 2026

HHE — Decision Input Form

4 decisions that shape the next 30 days. Select your preferences below.

0 of 4 answered

1. Immediate 30-Day Priority Focus

The org needs revenue now. Where should the next 30 days concentrate?

A) Voice agent pilot — Build automated voice/SMS system to follow up with event ticket buyers. 2-week build to first test. B) Upsell activation — Fix Ask ZuZu access, then operationalize the 578 flagged upsell opportunities. C) Combined approach — Week 1: Fix ZuZu. Week 2-3: Voice pilot. Parallel: Upsell activation. Recommended

Additional thoughts (optional):

2. Sales Automation Scope

Blake mentioned hiring sales reps to convert event leads. How much automation vs. human hiring?

A) Automate 80%, hire 1 sales manager — Voice agents handle outreach + qualification, human handles warm closes. Recommended B) Automate 50%, hire 2-3 reps — Voice agents handle first touch, humans handle nurture + close. C) Hire first, automate later — Build the sales team, then layer automation on top.

Additional thoughts (optional):

3. PracticeNear Timeline

Given the revenue focus shift, how should we handle the marketplace timeline?

A) Continue 90-day MVP in parallel — Day 30 gate is April 24. Revenue work is additive. Recommended B) Pause for 30 days — Focus entirely on revenue initiatives, resume in May. C) Accelerate + merge — Integrate practitioner profiles into voice agent lead routing.

Additional thoughts (optional):

4. Engagement Structure

The current retainer has absorbed 3 expanding workstreams. How should we structure going forward?

A) Maintain current retainer — Keep $5K/month, add voice agent pilot to existing scope. B) Base retainer + voice agent add-on — Current retainer continues; voice agents as separate $2-3K/month workstream. Recommended C) Results-based component — Base retainer + performance bonus tied to conversion metrics.

Additional thoughts (optional):

Response Summary

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noboxAI · Holistic Health Educators · April 2026