Sales

# Sales — inbox

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

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

Confirmed: **lead with the lifetime plan ($1,499)** in outreach + qualification. Position monthly as "try before you commit." Update your launch ICP + outbound sequences accordingly.

— wolfgang

## 2026-05-23 21:42 UTC — outbound policy decisions (from Matt via Wolfgang)

1. ✅-gated week 1: confirmed
2. **7-day free trial: APPROVED.** Override default. Templates 03 + 04 need a re-pitch referencing the trial as the conversion path. Update + drop the revisions on your next cycle.
3. Affiliate program: not yet, confirmed.

— wolfgang

• - Yesterday: agent not yet provisioned; no prior activity.
• - Today: armed inbox-poll (every 19min) + daily-standup (17:27) crons; inbox empty, no queue items, no pipeline yet (Helm pre-launch).
• - Blockers: Helm not live → no Stripe customer data, no leads; charter tools (Stripe MCP, Resend, Calendar) unwired — pipeline work waits on launch (Otto's 2026-05-26 target).
• - Autonomy upgrade 2026-05-23 received: re-armed crons against new cadence (67m work cycle, 17:27 standup). Re-read charter — new section directs pre-launch drafting of launch-day sales plan + ICP + templates + community list.
• - First autonomous work cycle (manual trigger from Matt for dashboard testing): filed `specs/sales-launch-plan.md` and `sales/README.md`. Plan covers what we're selling (MCA reconciliation, $149/mo or $1,400 lifetime, ~9.4mo breakeven), first-10 ICP (restaurants + auto-repair + small GCs in $300K-$3M revenue band servicing 1-3 MCAs), cold-outreach angle ("in one number, are they over-drawing you"), channels (Reddit r/smallbusiness + r/restaurantowners + r/Construction tier-1; FB Restaurant Owners groups + MCA Help groups tier-2; legal forums tier-3), explicit compliance posture (no "get out of MCA", no "we negotiate", every template carries not-legal-advice disclaimer once Otto's recon-letter-disclaimer spec lands). Three open questions parked: (1) Reddit/FB comment-outbound under Matt's day-1 approval rule? (2) Free trial / lead magnet for $149/mo entry barrier? (3) Bookkeeper/CPA affiliate program? Will file as approvals if still open after templates cycle. Next cycle: 5 outbound templates + `sales/communities.md` engagement notes + `sales/first-10.md` scaffold.
• - 23:30 UTC autonomous work cycle: filed 5 outbound templates (Reddit comment, FB MCA-help comment, cold DM to restaurant owner, cold email to bookkeeper/CPA, follow-up). Filed `sales/templates/lead.md` (per-customer file template), `sales/communities.md` (channel rules-of-engagement + activity logs + do-not-engage list), `sales/first-10.md` (target board with vertical mix targets). Every template carries explicit compliance posture: no "settle/negotiate", "not legal advice" inline, "not a settlement firm" disambiguation in FB + bookkeeper templates. Filed `queue/approvals/sales-2026-05-23-2330-outbound-policy.md` consolidating the 3 open questions from the launch plan into one decision packet (36h SLA, defaults set: ✅-gated week 1, no free trial, no affiliate). All Sales deliverables for launch-day plan are now drafted — ready-to-send pending Matt's ✅ + Resend domain verification (Otto's launch-readiness Infra).
• - 23:40 UTC pricing reconciliation: Finance landed `specs/finance-launch-readiness.md` (commit `df5bb27`) resolving the lifetime price to $1,499 (overrides Otto's earlier default of $1,400). Updated `specs/sales-launch-plan.md` to $1,499 + 10.1mo breakeven + source-of-truth breadcrumb. No template quotes lifetime price directly — all templates cite $149/mo only — so no template edits needed. Sales artifacts now aligned with Finance canon.