---
created: 2026-03-12
source: Rivet
tags: [agent-archive, rivet]
---

# Sales & Marketing Bot Setup Brief
**Date:** 2026-02-13 (Evening session with Michael)
**Purpose:** Everything learned tonight for when we build the Sales bot

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## Key Decisions Made

### Org Structure (Final)
**Always-on:**
1. **Rivet** (Chief of Staff) — Michael's interface, strategic synthesis, coordinates all bots
2. **Ops Manager** — Heartbeats, TODO, spawning, session management, CC-VPS comms
3. **Builder** (CC VPS) — All code

**On-demand:**
4. **Sales** — Leads, CRM, outreach drafts, competitive intel, signup support (both workers AND contractors)
5. **Comms Gateway** — Quality gate for ALL external communications
6. **Finance & Legal** (combined) — Compliance, contracts, payments, tax

### Model Routing
- **Rivet (CoS):** Opus — needs judgment, nuance, pushback
- **Comms Gateway:** Opus — external messages represent the company, processes dirty data
- **Sales (external data):** Opus — scraping, inbound leads, prompt injection risk
- **Sales (routine):** Kimi — CRM updates, draft templates, internal research
- **Ops Manager:** Kimi — mechanical, just executes
- **Finance & Legal:** Kimi at current scale
- **Builder:** CC VPS Max sub (no extra cost)

### Sales Bot Scope
- Handles BOTH sides of marketplace: contractors AND workers
- Owns signup support (bottom of sales funnel)
- Technical bugs escalate to Builder, person-facing support stays in Sales
- Drafts comms → Comms Gateway reviews → sends

### Growth Engine Role
- **IS:** Internal operating system, CRM database + API layer
- **IS NOT:** AI decision-maker (bots do the thinking now)
- Sales bot reads data, makes decisions, writes results back
- **KEEP AI:** Post-call analysis (immediate extraction of personal/business intel from call transcripts)
- **REMOVE AI:** Intel brief generation, recommended actions, conversion probability — bots handle these

### Growth Engine Best Feature
Call recording → transcription → AI analysis that extracts:
- Personal intel (family, hobbies, sports teams) → personal file
- Business intel (pain points, needs, timeline) → business file
- Pre-call brief includes rapport builders ("ask about Coffs Harbour trip")
- Keep this in Growth Engine for speed (immediate post-call processing)
- Sales bot enriches later with deeper context

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## Resources Available

### Growth Engine APIs
Full analysis at: `memory/plans/growth-engine-deep-analysis.md`
- 15+ API endpoints (leads, SMS, calls, intel, sequences, team, Notion, dashboard)
- Rich lead schema: 30+ fields including AI, contact history, pipeline, platform tracking
- Integrations: Notion, Slack, Gmail, Google Sheets, ClickUp, Twilio, Pushover
- Current state: 6 leads, $0 pipeline, 5 overdue callbacks

### Marketing Guidelines (from Google Drive)
Full audit at: `memory/plans/marketing-guidelines-audit.md`
- Brand Strategy Brief (needs pricing update from 9.9% → $50)
- Voice & Tone Guidelines (reusable as-is)
- Key Messaging Framework (structure good, pricing examples need updating)
- Brand Restrictions (100% valid — critical for Comms Gateway enforcement)
- SMS Strategy & Best Practices (solid foundation)
- Legal Compliance Guidelines (still valid)

### Google Drive Assets
- Worker Acquisition Strategy v02 (Dec 2025)
- Contractor Acquisition Playbook (Dec 2025)
- Backpacker Worker Acquisition Tactics (Dec 2025)
- Facebook Post Library - December Competition
- Worker Outreach Scripts (Jan 2026)
- Community Building Posts (Nov 2025)
- Community Engagement Log (Facebook groups)
- Email Templates (23 categories)
- Warm Contacts spreadsheet
- 134 phone contacts (already in Growth Engine)

### New $50 Flat Fee Messaging
- Old: "9.9% total cost. No surprises."
- New: "$50 flat fee per hire. Period."
- Key proof point: $10,000 hire = $50, not $990 (vs agency 20-40% markup)
- Stronger than competitors: hipages $50-150 per LEAD (not even a hire)
- RateRight charges $50 per COMPLETED HIRE — 10x better value

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## Sequences Status
- **ALL 15 sequences DEACTIVATED** (Feb 13, 7:17 PM)
- **ALL 51 enrollments CANCELLED**
- Nothing sends unless explicitly re-enabled
- When Sales bot goes live, Comms Gateway must approve before any sequence restarts

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## Phone Number Collection Gap
- Current signup flow does NOT collect phone numbers
- Means no way to reach users via SMS/WhatsApp
- Builder needs to add phone field to both worker and contractor onboarding
- Critical for Sales bot to have a channel to reach users

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## Voice-to-Job Feature (Built Tonight)
- Builder shipped voice-to-job posting for contractors
- New endpoint: `/api/ai/voice-to-job`
- Contractor speaks → Whisper transcribes → GPT extracts structured fields → form auto-fills
- Build passes clean, ready to deploy

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## QA/Testing
- Stays inside Builder (not separate bot)
- Builder owns: unit tests, integration tests, build verification
- Browser testing: manual (Michael or mate clicking through on phone before launch)

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## Next Steps for Sales Bot
1. Michael creates Sales bot via @BotFather
2. Write SOUL.md for Sales bot (using brand guidelines as foundation)
3. Configure Growth Engine API access
4. Update marketing materials with $50 pricing
5. Add phone number collection to signup flow (Builder task)
6. Comms Gateway rules from Brand Restrictions doc
7. Re-enable sequences ONLY after Comms Gateway review

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*This brief captures everything discussed on Feb 13 evening. Reference when building the Sales bot.*