AI Voice Agent Deployment Kit
Vapi · Retell · ElevenLabs · GHL. Production call flows + compliance layer.
See all
70 items
Grade the opt-in page your lead magnet lives on. A runnable grader + workbook score it 0–100 on six levers (message match, single goal, value, friction, trust, honest promise) → GO LIVE / TIGHTEN / REWORK — with gates that block fake scarcity and a leaking conversion goal. Your marks, no baked-in benchmark.
Build an interactive assessment lead magnet that scores honestly and out-converts a PDF. A runnable scorer + design workbook turn a respondent's own answers into a 0–100 result band — with a no-manufactured-problems gate (PUBLISH / FIX / REWORK) that refuses to tell your best respondents they're failing. Your weights, no rigged gradient.
Grade your webinar as a lead engine, not just a talk. A runnable grader + workbook score it 0–100 on six funnel levers — registration, show-up, in-event qualification, follow-up, scoring, and measurement → RUN IT / TIGHTEN / REBUILD, with gates that catch a bait-and-switch or a webinar with no follow-up. Follow-up carries the most weight; your marks, no baked-in benchmark.
Stop nurturing every lead the same way. A runnable engine + workbook score each captured lead 0–100 on six weighted levers and return ADVANCE / KEEP NURTURING / RECYCLE / DROP — with a stale-engagement gate that holds a high-fit but cold lead in nurture, because fit isn't readiness. Routes the rest to the right track. It decides; you send.
The honest back office: the AI Support Deflection Kit (escalate), the AI Document Extraction Kit (flag), and the Finance & Reporting Automation Kit (reconcile), with a connective playbook. One rule across inquiries, paperwork, and the books — don't guess, surface it. Humans stay in the loop.
Five Claude skills for margin defense + a runnable auditor that sweeps your deal book for realized (pocket) margin below floor — names the deals losing money behind your blended average. Discount guard, quote review, cost-change impact, leak diagnosis. Defends the price; doesn't set it.
Master prompt + 8 focused prompts + 24-question bank across Sales/Marketing/Finance/Ops. Five-rule honesty layer keeps the output defensible. For any AI tool that runs code on uploads.
Catch the clean-looking invoice whose total doesn't tie. A deterministic engine + workbook check document fields against fixed rules — format, range, required, enum, cross-field math → PASS / REVIEW / REJECT, with a hard-fail gate that rejects any critical failure however high the score. No model, no guess; the validation layer after extraction.
Find the sensitive data before you share the file. A deterministic engine + workbook scan a document's text for PII — SSNs, cards, health markers, addresses — across three tiers → CLEAR / REDACT FIRST / DO NOT SHARE, with an exposure gate that blocks any unhandled high finding however high the coverage. It flags what to redact; it doesn't redact for you.
Catch the over-bill that's invisible on the invoice. A deterministic engine + workbook match every line against the PO and the goods receipt — seven checks → APPROVE / HOLD / BLOCK PAYMENT, with a payment-block gate that stops any line billing more than you received however clean the rest looks. The general-AP three-way match; it gates the pay decision, moves no money.
Sort every incoming document to the right queue — and flag the ones with no single right answer instead of guessing. A deterministic engine + workbook route on rules you control → ROUTE / QUARANTINE / UNMATCHED, with an ambiguity gate that quarantines any document two rules send two different places, so a signed contract never silently lands in AP.
“Did we get everything?” is where intake breaks. A deterministic engine + workbook score each intake packet against a checklist you define → COMPLETE / CHASE / HOLD INTAKE, with a blocker gate that holds any case missing a non-negotiable (a signed agreement, a consent, a valid ID) however complete the rest is. 83% with an expired ID is still HOLD INTAKE.
Catch the broken merge before it sends. A deterministic engine + workbook read your template and data list → READY / FIX / BLOCK per row and MERGE READY / FIX ROWS / HOLD per template, with a structural-dominant gate: one unmapped placeholder forces HOLD no matter how many rows are clean, because it breaks every row identically. It's the check, not the sender.
The front door to the document-ops line — run it first to learn which fix to buy. Score six stages (intake → classify → extract → reconcile → merge → govern) from your own marks; it takes the worst stage as the headline → AUTOMATED / MANUAL DRAG / STALLED, and routes your constraint to the exact drop that fixes it. A stall gate forces STALLED if any stage hits 40 or below.
Grade your whole lead funnel across six stages and find the one choking it. A runnable engine + workbook report the constraint — your lowest stage, not the average — and route you to the exact fix → FLOWING / LEAKING / CLOGGED, with a broken-stage gate. The anchor of the lead-gen line: run it first to learn which drop to buy.
Score every inbound lead and work the right ones first. A runnable engine + workbook grade each lead PURSUE NOW / NURTURE / DISQUALIFY on fit, intent, and timeline from your own marks — with a hard gate that holds back a lead with no budget or no timeline. Priority, not permission.
Audit your lead-routing setup on the six rules that decide speed — instant acknowledgment, ownership, escalation, after-hours coverage, a measured SLA, and consent. A runnable linter + workbook score it 0–100 → PASS / FIX / BLOCK, with four hard gates that block any setup with a hole that drops leads. GHL build recipes included; your marks, no baked-in benchmark.
Publication-ready positioning in a guided 90-minute sprint. Four outputs you ship Monday.
The MCP-driven workflow that turns vidIQ search data into a recorded, point-of-view YouTube video in ~70 minutes. Four Claude Skills scout, interview you into an opinionated outline, and build an animated deck with a teleprompter. An authority gate refuses topics you can't speak to first-hand. Bring your own vidIQ Max plan.
The MCP-driven workflow that turns an email backlog into a finished morning in ~30 minutes. Four Claude Skills triage every thread via the Gmail MCP, draft the replies that need you, and hand you one ordered plan — with a delegate gate that routes off your pile what matters but isn't yours. It drafts; you send.
The MCP-driven workflow that revives a dormant HubSpot or GoHighLevel list. Four Claude Skills rank who's worth reviving, design an honest offer, and draft the re-engagement sequence in your voice — with a suppression gate that holds back anyone opted-out or unreachable. It ranks and drafts; you clear consent and send.
The MCP-driven workflow that clears every new client for takeoff. Four Claude Skills read the signed deal from HubSpot or GoHighLevel, score kickoff-readiness, and draft the onboarding packet into your own Google Drive — with a blocker gate that holds the kickoff until contract, deposit, and scope are locked. It drafts and stages; you share and send.
The MCP-driven workflow that grades a live sales pipeline so the forecast is honest. Four Claude Skills score whether each open deal is truly committed and draft the deal-review brief and rescue nudges — with a commit gate that refuses to count a deal with no next step, a dead close date, or gone silent, however large. It reads and drafts; you update the CRM and send.
The MCP-driven workflow that grades a published WordPress library so you refresh the right posts. Four Claude Skills score which posts are worth refreshing, draft the refresh in your voice, and stage a publish-ready draft — with a publish gate that refuses to fast-track inaccurate, unsalvageable, or worthless content, however well it ranks. It stages a draft; you publish.
The MCP-driven workflow that turns new inbound leads into drafted meeting invites. Four Claude Skills read new leads from your CRM and Gmail, score each (BOOK NOW / NURTURE / DECLINE), and draft a first-touch reply proposing real open times from your own Google Calendar — with a meeting-readiness gate that holds back a lead with no budget or no timeline. It reads and drafts; you send and book.
The flagship of the Executive Suite — your founder's chief-of-staff on a cadence. Four Claude Skills read your calendar, inbox, CRM, and metrics every Monday and deliver a one-page operating report to your own inbox: the three priorities, the at-risk flags, what slipped, and the one decision to make — with a floor gate that calls a crossed red line OFF PLAN. It reads and synthesizes; you act.
The Executive Suite advisor built to tell you no. Bring one hard decision and a five-member skeptical board each builds the strongest case against it and scores how well it survives — Go / Go with conditions / Not yet / No-go — with a veto gate where one fatal objection forces NO-GO however high the score. A stress-test, not a decision-maker; the call is yours.
Your AI VP of Sales — the Executive Suite's revenue inspector. Reads your CRM and grades every open deal on qualification, not stage or amount: Commit / Best case / At risk / Not real, with a Healthy / Thin / Exposed pipeline verdict against quota and the deal to work first. A disqualifier gate puts any deal missing an economic buyer or next step AT RISK, whatever its size. Read-only; you work the deals.
Your AI CFO — the Executive Suite's cash inspector. Grades your cash position on runway and trajectory, not the bank balance: reads your recent months, computes the real runway, and returns an honest verdict — HEALTHY / TIGHT / AT RISK / CRITICAL — with the concrete fix. Two gates make it honest: a hard runway floor (under three months is CRITICAL) and a trajectory gate (accelerating burn bumps the verdict one level worse). Read-only; you make the calls.
The capstone of the Executive Suite — the orchestration layer that ties your executive systems into one honest company status. It reads each system's verdict (operations, strategy, sales, finance), maps them to one severity scale, and reports the worst executive, not the average — with a compounding gate that escalates to CRITICAL when two domains are at risk at once. It names the binding constraint and Monday's top item. Orchestration only; you run the company.
The membership that runs your Executive Suite on a rhythm — a weekly board briefing, a monthly review, and a quarterly reset on a Command Deck that counts from the last time you actually ran each one. The keystone is the weekly: miss it once and you're DRIFTING, miss two cycles and it's OFF RHYTHM, no matter how current the rest is. Includes all five Executive Suite systems, the operating kit, and updates while subscribed. It schedules and reports; you run the company.