noboxAI → Holistic Health Educators · April 14, 2026

ZuZu Voice — Decision Input Form

6 decisions to launch the voice agent pilot. Select your preferences below.

0 of 6 answered

1. Green Light the Pilot?

Amy confirmed "100% want to deploy." Ready to start the 2-week build?

A) Start this week — Build begins immediately. Need: lead list, program list, handoff person. Recommended B) After next event — Wait for fresh leads from the next webinar. C) Need more info — Schedule a deeper technical walkthrough first.

Additional thoughts:

2. Pilot Scope

How many leads should we test with?

A) 50 leads — Conservative test, measure before scaling. Recommended B) 100 leads — Larger sample, faster statistical confidence. C) Full next event — Go live with the complete buyer list.

Additional thoughts:

3. Agent Transparency

Should the voice agent identify as AI?

A) Transparent — "I'm an AI assistant calling on behalf of HHE." Builds trust. Recommended B) Non-disclosure — Presents as a team member. Higher engagement, regulatory risk. C) Hybrid — "Calling from HHE's enrollment support team." Truthful, no AI label.

Additional thoughts:

4. Warm Handoff During Pilot

Who handles the qualified leads the agent surfaces?

A) Hire a sales manager now — Dedicated closer for qualified leads. B) Existing team member handles temporarily — Test the system before hiring. Recommended C) Jonathan handles during pilot — Zero-cost test of handoff flow.

Additional thoughts:

5. Ask ZuZu Staff Access Fix

Denise and Ann reported issues on Apr 9. Amy asked for direct contacts.

A) Jonathan contacts Denise & Ann directly on Slack — Diagnose + fix within 48hrs. Recommended B) Amy coordinates — Amy relays between staff and Jonathan. C) Schedule a group call — Live troubleshooting session.

Additional thoughts:

6. Engagement Structure

The retainer has absorbed 3 expanding workstreams. For the voice agent work:

A) Include in current $5K retainer — Simple, existing relationship. B) Voice agent as separate add-on ($2-3K/month) — Scoped independently. Recommended C) Results-based pricing — Base retainer + performance bonus.

Additional thoughts:

Response Summary

← Back to Briefing

noboxAI · Holistic Health Educators · April 2026