The JuxtMedia Sales Agent MVP is saving Adam ~80% of manual research time, but he has no visibility into deal progression, no follow-up tracking, and no proactive guidance. Skip's vision: evolve the tool from a research assistant into a sales coach that nudges Adam on consistency, surfaces forgotten leads, and provides daily guidance — scalable to multiple commission-only reps.
These enhancements have no external dependencies. Jonathan can start immediately.
Adam reported email drafts come across as “too negative or arrogant.” He currently uses 3 mental categories when crafting emails manually. The agent should match these. Root cause: agent references content from related entities (separate YouTube channels, unrelated social accounts) creating misleading context.
| Preset | Description | Use Case |
|---|---|---|
| Professional Peer | Business-to-business, industry-knowledgeable, data-informed | Cold outreach to established companies |
| Creative Collaborator | Partnership language, shared creative vision | Creative industry leads, past clients |
| Trusted Local Resource | Warm, community-oriented, helpful | Local Atlanta businesses, referrals |
Jonathan identified stage management as foundational: “Everything flows from a stage. His visibility should be very affected by what’s active.” Adam specifically requested stage toggles and last-contact sorting. Skip: “Keep stages to 4-5 at most.”
| Stage | Description | Trigger |
|---|---|---|
| queued | Imported, not researched | Auto (import) |
| researched | Research complete | Auto (job completion) |
| contacted | First outreach sent | Auto (email detection) or manual |
| engaged | Reply received / meeting scheduled | Auto (email detection) or manual |
| qualified | Confirmed fit | Manual (Adam) |
| proposal | Proposal sent | Manual |
| closed_won | Deal closed | Manual |
| not_a_fit | Disqualified | Manual |
Skip identified this as the biggest unlock. The morning summary transforms the agent from a reactive tool into a proactive sales coach. Jonathan has Super Admin access to Juxt Media Google Workspace (granted live during Mar 4 call).
These decisions are blocking Phase 3 engineering. Each has a recommended option based on the synthesis of both calls.
A) Read-only (inbox/outbox scan)
B) Read + track (detect sends, match to leads)
C) Read + track + send (full email from app)
Sending from the app adds significant complexity and Adam isn't ready for fire-and-forget given the 20% inaccuracy rate. Read + track gives full morning summary capability without send risk.
A) Dashboard view (in-app BriefingView)
B) Email digest (sent to Adam's inbox)
C) Both (dashboard + email)
Dashboard view keeps Adam in the tool. Email digest as Phase 4 addition once daily usage is established.
A) 8 stages (full model: queued, researched, contacted, engaged, qualified, proposal, closed_won, not_a_fit)
B) 5 stages (queued, researched, contacted, qualified, closed)
C) 4 stages (new, active, proposal, closed)
5 stages balances granularity with Skip's “keep it simple” directive. Enough to distinguish pipeline position without overwhelming Adam.
A) Fixed 3-day default for all stages
B) Configurable per stage
C) Adam manually sets per lead
Fixed 3-day default for MVP. Iterate based on Adam's actual usage patterns before adding complexity.
A) Manual only (Adam clicks)
B) Auto-detect from email activity (fully automatic)
C) Hybrid (auto-detect shows notification, Adam clicks to confirm)
Hybrid gives Adam visibility into email-detected events while keeping him in control. The tool suggests, Adam decides. This is the “sales coach” pattern.
A) Ingest Skip's Loom/Zoom recordings now
B) Skip writes a “sales playbook” doc for ingestion
C) Defer to Phase 4
Gmail + stages are enough for Phase 3. Training data is a Phase 4 unlock once the pipeline is stable and Adam is using stages daily.
A) Yes — add user login + “Send to Skip” escalation flow
B) No — defer full multi-rep. Plant the seed with a “Send to Skip” button only.
Phase 3 is already substantial. The “Send to Skip” button validates the escalation pattern without full multi-rep engineering.
| Item | Activates When | Current Bridge |
|---|---|---|
| Video Asset Detection Fix | After email tone ships (same codebase) | Adam works around 20% inaccuracy with manual review |
| Sales Training Data Ingestion | After Gmail + stages are stable | Skip has Loom/Zoom content ready; pipeline doesn't exist yet |
| Multi-Rep / Commission Reps | After Phase 3 proves “sales coach” model | Skip's vision: 3-4 freelance contractors doing commission-only outreach |
| Mar 2 Feedback Session | Adam + Skip tool evaluation, 41 minutes |
| Mar 4 Strategy Session | Skip + Jonathan — Gmail vision, sales coach direction |
| Phase 3 Synthesis & Handoff | Cross-call synthesis with ADW spec |
| ADW Handoff Spec | Full engineering spec for all 3 enhancements |