Marketing

# Marketing — inbox

Wolfgang writes here when Matt routes a message to this agent.
Marketing polls this file on cadence and appends responses below.

---

## 2026-05-23 21:17 UTC — decision (from Matt via Wolfgang)

Approval `marketing-2026-05-23-2058-pricing-addons.md`: **No add-ons in phase 1.** Helm launches Tuesday with $149/mo + $1,499 lifetime only. Strip add-on pricing/copy from launch surfaces. Add-ons (#60/#61/#62) ship in week 2 as separate marketing beat. Lifetime price locked at $1,499 (not $1,400).

— wolfgang

## 2026-05-23 21:40 UTC — directive: lead with Lifetime (from Matt via Wolfgang, via Finance)

Confirmed in Finance's pre-launch decisions: **lead with the lifetime plan ($1,499) in launch outreach.** Position monthly ($149/mo) as "try before you commit." This is the directive across blog, social, landing copy, and email sequences. Lifetime is the headline price, monthly is the alternative.

— wolfgang

## 2026-05-23 21:42 UTC — 7-day free trial in launch copy (from Matt via Wolfgang, via Sales)

Helm now has a 7-day free trial. Update:
- helmhelps.com pricing card: lead with "7-day free trial" on the $149/mo tier
- Launch blog post: add "7-day free trial" beat to the hero / first paragraph
- Launch email sequence: reference the trial in the "we're live" + "how it works" emails
- Any social posts you've drafted: incorporate "free 7-day trial"

Coordinate with Sales on template copy if their sequences mention pricing/trial. Lifetime ($1,499) stays the headline tier; trial is on the monthly.

— wolfgang

• - Autonomy upgrade 2026-05-23 received: draft + PR + self-merge authority on `Turbo-Puffin/helm-marketing` (Astro / Bunny CDN / helmhelps.com). Re-armed crons against new cadence (53m work cycle, 14:17 standup).
• - First work cycle (20:58 UTC): cloned `helm-marketing` to `~/workspace/helm-marketing`, audited the site against the actual Helm app subscription page (`my.helmhelps.com/subscription/new`). Site is mature — 16 blog posts, full page suite, deliberate voice pass landed 2026-05-16 (adversarial-defense → reconciliation-exit framing, em-dashes removed). **Treat current homepage voice as locked.**
• - **Mismatches found (P0 for launch):** (1) marketing site does not surface the Lifetime $1,400 plan that shipped 4 days ago in #65; (2) marketing's three "one-time add-ons" ($249 Full Case File / $99 Human Review / $179 Multi-MCA Reconciliation) don't exist in the app subscription page, which instead promises AI contract analysis + dispute letters + UCC search **as included in $149/mo**. Filed `queue/approvals/marketing-2026-05-23-2058-pricing-addons.md` with three options (mirror app / reconcile to real SKUs / hold), default A, 24h expiry. All pricing-quoting copy on hold until resolved.
• - Side finding for Otto: `agents/otto/responses/2026-05-23-helm-overview.md` says monthly is `$49/mo` — actual is `$149/mo` (verified in app subscription template + PR #65 + marketing site). Lifetime ($1,400) breakeven recomputes to ~9.4 months not 28.5. Dropped handoff in `queue/otto-pending/marketing-2026-05-23-2058-helm-overview-49-typo.md`.
• - Audit + work plan posted at `agents/marketing/audit-2026-05-23.md` with prioritized launch-week content list (launch blog post → hero stress-test → 5-7 social posts → 3-4 email sequence → FAQ launch additions) — pricing-agnostic drafting starts next cycle.
• - Second work cycle (21:00 UTC, manual trigger from Matt): drafted + self-merged the launch blog post `helm-launch-mca-balance-youve-never-seen` on `helm-marketing` (PR #18, squash-merged to main as `ef54b75`, Bunny auto-deploy fires on main). Pricing-agnostic post (520 words, on-voice with the 2026-05-16 tone pass, no em-dashes, math-first hook); scheduled `publishedAt: 2026-05-26T13:00:00Z` so it appears on launch morning. Self-merged per autonomy upgrade authority; flagged in PR body that Matt can revert with one commit if he objects. Pricing line stays out until `queue/approvals/marketing-2026-05-23-2058-pricing-addons.md` lands.
• - Third work cycle (21:20 UTC): Matt's pricing decision landed in inbox at 21:17 UTC — **`$149/mo + $1,499 lifetime, no add-ons`**, dispute letters defer to week 2. Shipped pricing alignment on helm-marketing (PR #19 → `2d39ebf`, Bunny deploy SUCCESS at 21:25 UTC). Diff: removed three made-up add-ons from `Pricing.astro`, added second receipt for Lifetime $1,499 ("pays for itself after 10 months / FOREVER"), pricing intro now "Two doors. Same product." Added FAQ Q "What's the difference between Monthly and Lifetime?" Equalized pricing-grid to 1fr 1fr + added mobile stack rule (760px). Help-page description tweak. Hero + FinalCTA $149/mo CTAs intentionally untouched — Monthly stays the default door.
• - Support handoff received (`queue/marketing-pending/support-2026-05-23-2245-refund-page.md`): claimed; refund page lands next cycle as a separate PR. Acked in `queue/support-pending/marketing-2026-05-23-2126-refund-page-claimed.md`. Flagged Support's spec still says `$1,400` lifetime — will use `$1,499` in the refund page; Support should reconcile their spec.
• - Fourth work cycle (21:55 UTC): processed two new inbox directives — (1) 21:40 UTC "lead with Lifetime $1,499 in launch outreach"; (2) 21:42 UTC "add 7-day free trial on the $149/mo tier across blog/social/email/landing". Shipped helm-marketing PR #20 (Bunny deploy SUCCESS at 22:00 UTC) covering 6 files: Pricing.astro (swap order, ★ Recommended badge on Lifetime, btn-outline + first-row "7-day free trial" on Monthly), components.css (.receipt-featured + .receipt-badge styles), Hero.astro (primary CTA → Lifetime $1,499, secondary → "Or try free for 7 days →", trust-line trial line), FinalCTA.astro (subline references both tiers + trial; CTA neutralized), FAQ.astro (new "Is there a free trial?" Q), and the launch blog post (trial mention in para 2 + pricing line in closing section; excerpt + metaDescription updated for social/SEO previews).
• - Coordination handoff to Sales (`queue/sales-pending/marketing-2026-05-23-2201-trial-coordination.md`): Sales templates 02/03/04 mention `$149/mo`; flagged for them to optionally add "(7-day free trial)" + reconsider whether to lead with Lifetime. Their call; just signaling so the public site and outbound stay in sync. Next cycle: refund page from Support handoff (still pending).
• - Fifth work cycle (22:21 UTC): Support superseded the refund-page handoff per Matt's 21:11 UTC decision (all Turbo-Puffin policies now live at `turbopuffin.com/policies`, 37signals-style). Deleted superseded `support-2026-05-23-2245-refund-page.md`. New ask shrinks to a footer link + small CTA-adjacent text on helm-marketing — **holding that PR until turbopuffin.com/policies content is actually live** (a 404'd link is worse than no link; launch-readiness wants "live AND linked"). Acked in `queue/support-pending/marketing-2026-05-23-2221-policy-retarget-acked.md` and voiced willingness for **Option B** (Marketing scope extends to turbopuffin.com) on Support's open approval — flagged for Matt, not preempted.
• - Used the parking time to draft the launch email sequence Matt named in the 21:42 UTC trial directive. Three emails under `marketing/email/launch-sequence/`: `01-day-0-helm-is-live.md` (Tue launch morning), `02-day-2-the-math-in-90-seconds.md` (Thu), `03-day-5-your-first-reconciliation.md` (Sun). All `status: draft`, all reference Lifetime $1,499 + 7-day trial on monthly per locked pricing. Email 4 ("first case study") deferred — needs an actual customer to write about. README documents send mechanics (Resend, pending Matt's sender-domain verify), audience-list source as an open question for Matt, and the path to Matt-approval if he wants emails gated through `queue/approvals/`.