Execution Plan v1

$10K AI Audit, Master Execution Plan v1

Verdict

The Perplexity bundle is a legit 80% skeleton (methodology, funnel, stack, retainer mechanics all coherent). But it prices the audit at $3K-$5K and lists exactly the 7 gaps that separate a $5K audit from a $10K one. The path to $10K is: close those gaps using surfaces we ALREADY own, and make the delivery experience so far beyond a PDF that price comparison becomes impossible.

The core methodology (adopt as-is from bundle)

• 7-dimension scoring, 1-5 each, Strategy weighted 1.5x
• Binding-constraint logic: overall maturity = the two LOWEST dimensions, not the average. Roadmap Phase 1 always attacks those two. This is the intellectual spine, defensible and different.
• 4-pass data audit (inventory → quality probe → integration map → risk profile → go/fix-first/no-go per source)
• AOA framing everywhere: “I won’t automate a broken process, that just makes the inefficiency run faster.”
• 5-stage flow: scoping call → deep intake → stakeholder interviews → multi-pass Claude analysis → live debrief with retainer pitch

Why we can charge $10K when the bundle says $3-5K

The bundle’s own value-engineering levers, all of which we can actually pull:

1. Stakeholder depth: 5-8 recorded interviews, not 1-2 (silver-platter skill runs the interview protocol)
2. Governance layer: real AI usage policy drafts + data classification schema, not just “you have a gap” (+$3-10K per the bundle’s own math)
3. Board-ready deliverable + live presentation (bundle: this alone moves $3-5K to $15-25K territory)
4. Vertical proof: fCAIO/LMS engagement (₱500K signed) is the live case study, logistics/ops vertical, bundle says ops vertical floor jumps to $10K
5. Fee credit: 100% of $10K credited against retainer within 90 days, kills the sunk-cost objection

Closing the 7 gaps (each mapped to a surface we own)

Gap (per digest)	Our fix	Surface
No change-management layer	“Sell it internally” section + optional staff workshop (LMS workshop proposal already written, reuse)	LMS rollout kit
No real benchmarks	Seed benchmark table with fCAIO/LMS data + published industry maturity studies, labeled honestly	Supabase schema (already has benchmarks table)
No vendor selection	Per-opportunity tool rec with reasoning, drawn from Kashef compendium + Printing Press CLI library + our own stack scars	Kashef corpus, 06-Kaizen
Implementation cost hand-waved	Real cost model from our own build history (we KNOW what an n8n pipeline costs to build, we’ve done it)	GLOS/LMS build logs
No governance drafts	AI usage policy + data classification templates, jurisdictional variants (PH + AU/EU per legal gap flagged)	Attorney review required before first client
No tech architecture review	Add a technical pass: API surface, security posture, integration debt	Donna direct, or claude-seo agents for web-facing side
Portal is read-only	Living portal, LMS decision-ledger pattern (append-only, supersession fields), client marks roadmap items done, actual-vs-projected savings tracked	Already built and battle-tested for VGL

Shock-and-awe delivery stack (the futuristic part)

What the client receives, in order of reveal:

1. Cinematic executive brief video: HyperFrames composition, their logo, their numbers animating, ElevenLabs voiceover. Nobody in this market delivers a produced video brief. 5 minutes, feels like a Bloomberg segment about THEIR company. This replaces “record a Loom” as the wow-opener.
2. Interactive portal (LMS pattern on Supabase): live radar chart, opportunity heatmap, 30/60/90 roadmap tiles they can check off, append-only decision ledger, actual-vs-projected savings tracker. Magic link, their brand.
3. Board-grade PDF (Carbone/Gotenberg self-hosted on Hostinger, near-zero marginal cost): 7-dimension detail, opportunity matrix with dollar math, money slide, assumptions listed like a real analyst report.
4. Shareable score graphic (Placid): they post it, it markets us.
5. Live debrief, structured to end at “Phase 1 of your roadmap is our first retainer sprint.”

Margin engine: perceived value enterprise-grade, marginal cost per audit under $50 because everything renders on infrastructure we already pay for.

Execution engine (how WE run it, our real moat)

• Interview processing: recordings → Haiku transcription → structured notes per dimension → Supabase (bundle’s pipeline, fix the model IDs, they’re hallucinated and will fail at runtime)
• Analysis: 4-pass Claude prompts (dimension scores → opportunity matrix → roadmap → ROI), but run as a Donna workflow with adversarial verification: independent agents score each dimension, a skeptic agent attacks every ROI number before it ships. No hallucinated savings math ever reaches a client.
• Silver-platter skill: already installed, literally runs a business-tool interview and renders a Pantry→Prep→Plate data map HTML. That IS the discovery instrument, free R&D done.
• ClaudeClaw fleet: parallel deep-work during the analysis window (one Angel per dimension if needed)
• Post-call: the 3-skill pattern (follow-up email draft, build-log update, orchestrator), target under 5 min post-call time

Funnel (adopt from bundle, phased)

ScoreApp free readiness score → GHL nurture (4 emails) → 15-min scoping call (5-question Ganim framework) → $10K audit → 100% fee credit → AI Concierge $2K/mo or fCAIO $5-15K/mo retainer.

Phase the tooling: do NOT build the full ScoreApp/GHL/n8n funnel before the first audit is sold and delivered. First 1-2 audits: manual intake (Fillout form + Calendly), full delivery stack. Automate intake only after the deliverable is proven.

Build order (locked)

1. Sprint 1, Deliver (this is the product): audit methodology doc finalized, 4-pass prompts written and tested against LMS as guinea-pig data, PDF template rendered end-to-end on Hostinger, portal cloned from LMS pattern, HyperFrames brief template built once (reused per client)
2. Sprint 2, Prove: run the full audit on LMS/VGL itself (already a paying client, becomes case study #1 with real numbers)
3. Sprint 3, Sell: sales page (Framer or our own stack), sales bridge script, warm outreach to 10 targets, EO/YPO network is the natural pond
4. Sprint 4, Automate: n8n intake pipeline, ScoreApp scorecard, GHL nurture, referral loop

Corrections to bundle before anything ships

• Model IDs in n8n workflow JSON are hallucinated, replace with current real IDs before deploy
• Legal pack is PH-jurisdiction, needs attorney review + AU/EU/UAE variants before first paid client
• All practitioner claims (30-50% conversion, 5-of-6 close rate) are self-reported, treat as hypotheses
• Never quote the “$0.03-0.08 per audit” cost figure externally

Decisions (locked 2026-07-04 with Dwad)

1. Price: $7,500 launch for first 3 clients with case-study rights, graduating to $10K
2. Guinea pig: full audit on LMS/VGL inside the existing fCAIO engagement (case study #1)
3. HyperFrames video brief: core deliverable on EVERY audit, templated once in Sprint 1
4. Premium only: no $750 PH feeder tier. Gemini quiz/content angles survive as top-of-funnel raw material only
5. Grok dump: MERGED 2026-07-04 (see Grok delta below)

Grok delta (merged 2026-07-04)

Grok bundle (business plan + delivery playbook + newbie blueprint + sales page HTML) independently validates the core: same 7 pillars, same $7.5K/$10K price band ($7,497 Core / $9,997-$12,497 Premium), same audit-to-implementation model. Adopted changes:

1. Co-creation workshop replaces the plain debrief. Draft report to client 48h before, then a half-day workshop where the roadmap phases and owners are built WITH leadership. Client leaves owning the roadmap, upsell becomes “don’t lose momentum.” Biggest single upgrade from Grok.
2. Guarantee: “If we don’t identify at least 5 high-ROI opportunities with clear next steps, full refund.” Cheap to offer given our Pass 5 verification, kills purchase risk.
3. Payment terms: 50% upfront, 50% on delivery. Never start without deposit.
4. Interview depth raised: 12-20 stakeholder interviews at our price point (was 5-8). This is Grok’s most consistent premium lever and matches the bundle’s own “stakeholder depth” logic.
5. 30-day post-delivery support: two 30-min calls + email, bridges directly into the retainer pitch.
6. Red-flag gate: if the client can’t produce stakeholder access, pause or refund. Protects delivery quality.
7. Prioritization formula upgraded: add Strategic Alignment as a third factor (Impact 0.4, Feasibility 0.3, Alignment 0.3) alongside the quadrant view.
8. Editable artifacts: hand over the roadmap/backlog as editable Notion/Excel, not just PDF + portal.

Rejected from Grok: “8-15x ROI” as a marketing claim (unverifiable, we never promise multiples), 50-100 cold messages/week spam-volume outreach (EO/YPO warm pond instead), Otter.ai (we have our own transcription pipeline).

Files: 00-strategy/grok-business-plan.md, 00-strategy/grok-newbie-blueprint.md, 03-delivery/grok-delivery-playbook.md (interview question bank per pillar, use it). Sales page HTML in attachments raw-research only.

Sprint 1 progress

• 2026-07-04: audit-methodology-v1.md + analysis-prompts-v1.md drafted (03-delivery/). Pass 5 adversarial verifier added as a hard gate. Model IDs stripped to env vars (bundle’s were hallucinated). Region-specific labor rates baked into ROI math.
• Test 4-pass prompts against real LMS data (Monday)
• PDF template end-to-end on Hostinger (Carbone/Gotenberg)
• Portal cloned from LMS decision-ledger pattern
• HyperFrames brief template

Related

[[master-playbook-v2]] · [[blueprint]] · [[delivery-strategy]] · LMS portal pattern · Kashef compendium