{ "schemaVersion": 1, "compilerVersion": "1.0.0", "kind": "business", "name": "Unicorn Studios (sample profile)", "generatedAt": "2026-09-06T00:00:00.000Z", "includeSensitive": true, "sections": [ { "id": "b_section_identity", "title": "Business identity", "description": "Identify the organization, its activities, and the context an agent should use.", "entries": [ { "questionId": "b_name", "question": "Business, brand, or project name", "status": "answered", "value": "Unicorn Studios (sample profile)", "sensitive": false, "updatedAt": "2026-09-06T00:00:00.000Z" }, { "questionId": "b_modules", "question": "Which activities describe this business?", "status": "answered", "value": "Online services & agencies; Art & creative work; AI-powered business", "sensitive": false, "updatedAt": "2026-09-06T00:00:00.000Z" }, { "questionId": "b_identity_summary", "question": "What does the business do, and whom does it serve?", "status": "answered", "value": "Website reference, checked 6 September 2026: Unicorn Studios is a San Francisco creative studio offering brand narrative, film, websites, and ongoing marketing. The work connects a documented message to production and distribution. Source: https://www.unicornstudios.ai/. This is an editable sample, not an approved operational or financial record.", "sensitive": false, "updatedAt": "2026-09-06T00:00:00.000Z" }, { "questionId": "b_identity_respondent", "question": "What is your role, and which information can you confirm?", "status": "answered", "value": "SAMPLE PROFILE prepared for Henry Finn at his request. Public offer facts come from unicornstudios.ai, checked 6 September 2026. Working rules are summarized from the studio’s September BOT CREW offer, voice, audience, and handoff notes. Proposed processes and the demonstration project are explicitly labeled. The selected business modules describe the services and agent-assisted operations relevant to this example. Headcount, revenue, live pipeline, customer data, signed contracts, and credentials are unfilled.", "sensitive": false, "updatedAt": "2026-09-06T00:00:00.000Z" }, { "questionId": "b_identity_stage", "question": "What is the current business stage?", "status": "unanswered", "value": "Not answered", "sensitive": false }, { "questionId": "b_entities", "question": "Related entities, brands, or business units", "status": "unanswered", "value": "Not answered", "sensitive": true }, { "questionId": "b_identity_markets", "question": "Where and when does the business operate?", "status": "answered", "value": "Website reference: San Francisco base, production in San Francisco and Los Angeles, and work on location worldwide. Confirm actual travel costs, availability, and project requirements before making a commitment. Source: https://www.unicornstudios.ai/.", "sensitive": false, "updatedAt": "2026-09-06T00:00:00.000Z" } ] }, { "id": "b_section_strategy", "title": "Purpose and strategy", "description": "Record business direction, priorities, and the choices that guide decisions.", "entries": [ { "questionId": "b_strategy_purpose", "question": "Why does this business exist, and what should improve for its customers?", "status": "answered", "value": "Reference-based: help a client establish a supportable brand message and express it consistently through film, web, and marketing. Henry’s current writing rules favor concrete claims, evidence, and useful outputs. Sources: studio homepage and the supplied writing instructions.", "sensitive": false, "updatedAt": "2026-09-06T00:00:00.000Z" }, { "questionId": "b_strategy_position", "question": "How should the business be positioned?", "status": "answered", "value": "Reference-based: narrative direction and production are closely connected, with Henry accountable for the creative direction. Use the actual portfolio and defined process to explain fit. Avoid unsupported comparisons, invented awards, or guarantees of commercial results. Source: https://www.unicornstudios.ai/finn.", "sensitive": false, "updatedAt": "2026-09-06T00:00:00.000Z" }, { "questionId": "b_strategic_priorities", "question": "Current strategic priorities", "status": "unanswered", "value": "Not answered", "sensitive": false }, { "questionId": "b_strategy_tradeoffs", "question": "How should competing priorities be weighed?", "status": "answered", "value": "Working-note summary: respect confirmed capacity and preserve creative quality. Choose work with a clear buyer need, relevant offer, actual deadline, and verified access to the decision-maker. A proposed revenue opportunity does not override the current offer scope or permission to contact people.", "sensitive": false, "updatedAt": "2026-09-06T00:00:00.000Z", "instruction": "Use the business’s stated decision criteria when comparing options: Working-note summary: respect confirmed capacity and preserve creative quality. Choose work with a clear buyer need, relevant offer, actual deadline, and verified access to the decision-maker. A proposed revenue opportunity does not override the current offer scope or permission to contact people." }, { "questionId": "b_strategy_exclusions", "question": "Which activities, customers, or opportunities are outside the current strategy?", "status": "answered", "value": "Working-note summary: unsupported prospect claims, invented prices, unsolicited agent sending, and unapproved public commitments are outside the agent’s authority. Keep confidential investor work with Henry. Confirm current exclusions before evaluating a new segment.", "sensitive": false, "updatedAt": "2026-09-06T00:00:00.000Z" }, { "questionId": "b_strategy_constraints", "question": "What currently limits progress?", "status": "answered", "value": "Unknown operational inputs: current calendar, available crew, cash position, contracted obligations, and approved tool budgets. Published production limits and founding-rate availability require a current check. Pause a promise that depends on information the agent cannot verify.", "sensitive": false, "updatedAt": "2026-09-06T00:00:00.000Z" }, { "questionId": "b_strategy_planning", "question": "How are strategic plans reviewed and changed?", "status": "unanswered", "value": "Not answered", "sensitive": false } ] }, { "id": "b_section_customers", "title": "Customers and market", "description": "Describe customer groups using research, observed needs, and purchase behavior.", "entries": [ { "questionId": "b_customer_segments", "question": "Customer or beneficiary segments", "status": "answered", "value": "Record 1\nSegment name: Funded startups preparing a launch\nBuyer, user, and decision-maker: Founder, CMO, VP Marketing, or Head of Brand\nSituation, location, and relevant characteristics: A funded company with a credible launch or rebrand signal and a message that needs development.\nProblems and desired outcomes: A coherent narrative and appropriate film, site, or ongoing content support.\nPurchase or participation triggers: A verified raise, launch announcement, rebrand, or newly appointed marketing leader.\nBudget, access, timing, or eligibility constraints: Confirm budget, procurement, timing, and authority; no budget inference from a funding headline alone.\nWhere this group can be reached: Public company sources and prospect research prepared for Henry’s review.\nResearch source and date: September 2026 BOT CREW audience rubrics; working targeting criteria.\n\nRecord 2\nSegment name: Agencies and producers needing capacity\nBuyer, user, and decision-maker: Executive producer, production lead, agency owner, or creative director\nSituation, location, and relevant characteristics: A production partner is needed for a specific shoot or edit scope.\nProblems and desired outcomes: Reliable crew or editing capacity while preserving the agency’s client relationship.\nPurchase or participation triggers: A verified production need or approved partner request.\nBudget, access, timing, or eligibility constraints: Agency relationship ownership, scope, dates, and commercial approval.\nWhere this group can be reached: Existing partner relationships and evidence-backed research.\nResearch source and date: September 2026 audience rubrics and public agency page.", "sensitive": false, "updatedAt": "2026-09-06T00:00:00.000Z", "records": [ { "b_customer_segments_name": "Funded startups preparing a launch", "b_customer_segments_buyer": "Founder, CMO, VP Marketing, or Head of Brand", "b_customer_segments_context": "A funded company with a credible launch or rebrand signal and a message that needs development.", "b_customer_segments_needs": "A coherent narrative and appropriate film, site, or ongoing content support.", "b_customer_segments_triggers": "A verified raise, launch announcement, rebrand, or newly appointed marketing leader.", "b_customer_segments_constraints": "Confirm budget, procurement, timing, and authority; no budget inference from a funding headline alone.", "b_customer_segments_channels": "Public company sources and prospect research prepared for Henry’s review.", "b_customer_segments_evidence": "September 2026 BOT CREW audience rubrics; working targeting criteria." }, { "b_customer_segments_name": "Agencies and producers needing capacity", "b_customer_segments_buyer": "Executive producer, production lead, agency owner, or creative director", "b_customer_segments_context": "A production partner is needed for a specific shoot or edit scope.", "b_customer_segments_needs": "Reliable crew or editing capacity while preserving the agency’s client relationship.", "b_customer_segments_triggers": "A verified production need or approved partner request.", "b_customer_segments_constraints": "Agency relationship ownership, scope, dates, and commercial approval.", "b_customer_segments_channels": "Existing partner relationships and evidence-backed research.", "b_customer_segments_evidence": "September 2026 audience rubrics and public agency page." } ], "fields": [ { "id": "b_customer_segments_name", "label": "Segment name", "type": "text" }, { "id": "b_customer_segments_buyer", "label": "Buyer, user, and decision-maker", "type": "text" }, { "id": "b_customer_segments_context", "label": "Situation, location, and relevant characteristics", "type": "textarea" }, { "id": "b_customer_segments_needs", "label": "Problems and desired outcomes", "type": "textarea" }, { "id": "b_customer_segments_triggers", "label": "Purchase or participation triggers", "type": "text" }, { "id": "b_customer_segments_constraints", "label": "Budget, access, timing, or eligibility constraints", "type": "textarea" }, { "id": "b_customer_segments_channels", "label": "Where this group can be reached", "type": "text" }, { "id": "b_customer_segments_evidence", "label": "Research source and date", "type": "text" } ] }, { "questionId": "b_customers_bestfit", "question": "What makes a customer a good fit?", "status": "answered", "value": "Working-note summary: launch-oriented technology and consumer brands with an identifiable marketing decision-maker; agencies and producers requiring a production partner; event teams with a defined capture need. Use dated evidence for fit. Treat the segment descriptions as targeting guidance, not a list of existing customers.", "sensitive": false, "updatedAt": "2026-09-06T00:00:00.000Z" }, { "questionId": "b_customers_journey", "question": "How do customers discover, evaluate, buy, and use the offer?", "status": "answered", "value": "Suggested operating map: inquiry or researched opportunity; fit review; discovery; offer selection; approved scope; agreement and required deposit; intake; production milestones; review; delivery; follow-up. Confirm the actual CRM stage definitions before updating records.", "sensitive": false, "updatedAt": "2026-09-06T00:00:00.000Z" }, { "questionId": "b_customers_objections", "question": "What objections, questions, or misconceptions recur?", "status": "unanswered", "value": "Not answered", "sensitive": false }, { "questionId": "b_market_alternatives", "question": "Competitors and customer alternatives", "status": "unanswered", "value": "Not answered", "sensitive": false }, { "questionId": "b_customers_research", "question": "Which customer research should the agent consult?", "status": "answered", "value": "Working-note summary: record the company, observed trigger, source URL, date checked, relevant buyer role, and why the offer fits. Keep unsupported conclusions out of the recommendation. Show a failed source fetch as a research gap.", "sensitive": false, "updatedAt": "2026-09-06T00:00:00.000Z" }, { "questionId": "b_customers_access", "question": "What should communication and delivery accommodate?", "status": "unanswered", "value": "Not answered", "sensitive": false } ] }, { "id": "b_section_offers", "title": "Offers and catalog", "description": "Define what is sold or provided, including deliverables, boundaries, and approved descriptions.", "entries": [ { "questionId": "b_catalog", "question": "Products, services, packages, or programs", "status": "answered", "value": "Record 1\nOffer name: Narrative Sprint\nSKU, package code, or internal ID: Sample catalog: sprint\nIntended customer and eligibility: Brands needing a defined message before production.\nApproved description and customer outcome: A two-week engagement to define the narrative and supporting evidence.\nIncluded deliverables, features, or quantities: Narrative document, message architecture, film treatment, and AI-visibility baseline.\nExclusions and customer responsibilities: Production is a separate engagement; validate current revision and guarantee terms before quoting.\nDelivery method and expected timeframe: Two weeks, with a handover session.\nAvailability, capacity, or geographic limits: Founding-rate availability must be checked.\nPrerequisites or dependencies: Intake, access to appropriate client stakeholders and evidence.\nOffer owner: Henry Finn; confirm delegation.\nCurrent specification or catalog source: https://www.unicornstudios.ai/sprint\n\nRecord 2\nOffer name: Story Engine\nSKU, package code, or internal ID: Sample catalog: engine\nIntended customer and eligibility: Brands with an agreed narrative that need recurring content and measurement.\nApproved description and customer outcome: Ongoing marketing built around a production library and consistent messaging.\nIncluded deliverables, features, or quantities: Monthly content, narrative direction, and AI-visibility reporting; quarterly shoot planning.\nExclusions and customer responsibilities: Final channel coverage, quantities, rights, and extra production belong in the signed scope.\nDelivery method and expected timeframe: Monthly delivery; quarterly minimum as published.\nAvailability, capacity, or geographic limits: Confirm capacity before proposing a start date.\nPrerequisites or dependencies: An approved narrative and client review process.\nOffer owner: Henry Finn with assigned production support.\nCurrent specification or catalog source: https://www.unicornstudios.ai/story-engine\n\nRecord 3\nOffer name: Web design and build\nSKU, package code, or internal ID: Sample catalog: web\nIntended customer and eligibility: Brands needing a lead-generation website, storefront, campaign site, or custom application.\nApproved description and customer outcome: Structure and copy are developed before design and implementation.\nIncluded deliverables, features, or quantities: Scope-dependent website build; public examples include Shopify, WooCommerce, and custom platforms.\nExclusions and customer responsibilities: Hosting, maintenance, integrations, migration, and revision limits require an explicit scope.\nDelivery method and expected timeframe: Quoted per project.\nAvailability, capacity, or geographic limits: Confirm actual team and timeline.\nPrerequisites or dependencies: Approved content, assets, access, and acceptance criteria.\nOffer owner: Assigned project owner, approved by Henry.\nCurrent specification or catalog source: https://www.unicornstudios.ai/web-design\n\nRecord 4\nOffer name: Film and campaign production\nSKU, package code, or internal ID: Sample catalog: film\nIntended customer and eligibility: Brands with a defined launch or campaign.\nApproved description and customer outcome: Brand or launch film and agreed derivative formats.\nIncluded deliverables, features, or quantities: Deliverables depend on the treatment, production plan, and approved scope.\nExclusions and customer responsibilities: Usage rights, travel, crew, post-production, and derivatives need confirmation.\nDelivery method and expected timeframe: Project-specific.\nAvailability, capacity, or geographic limits: Check production calendar and client readiness.\nPrerequisites or dependencies: Narrative, treatment, budget, releases, and approved schedule.\nOffer owner: Henry Finn.\nCurrent specification or catalog source: https://www.unicornstudios.ai/\n\nRecord 5\nOffer name: Agency production support\nSKU, package code, or internal ID: Sample catalog: agency\nIntended customer and eligibility: Agencies and producers needing a production partner.\nApproved description and customer outcome: White-label production or rush editing under an agreed partner arrangement.\nIncluded deliverables, features, or quantities: Project-specific shoot or edit capacity.\nExclusions and customer responsibilities: Direct client contact requires the agency’s approval.\nDelivery method and expected timeframe: Confirmed partner dates and scope.\nAvailability, capacity, or geographic limits: Check current availability.\nPrerequisites or dependencies: Agency brief and approval route.\nOffer owner: Henry Finn.\nCurrent specification or catalog source: https://www.unicornstudios.ai/agencies", "sensitive": false, "updatedAt": "2026-09-06T00:00:00.000Z", "records": [ { "b_catalog_name": "Narrative Sprint", "b_catalog_identifier": "Sample catalog: sprint", "b_catalog_audience": "Brands needing a defined message before production.", "b_catalog_description": "A two-week engagement to define the narrative and supporting evidence.", "b_catalog_included": "Narrative document, message architecture, film treatment, and AI-visibility baseline.", "b_catalog_excluded": "Production is a separate engagement; validate current revision and guarantee terms before quoting.", "b_catalog_delivery": "Two weeks, with a handover session.", "b_catalog_availability": "Founding-rate availability must be checked.", "b_catalog_dependencies": "Intake, access to appropriate client stakeholders and evidence.", "b_catalog_owner": "Henry Finn; confirm delegation.", "b_catalog_source": "https://www.unicornstudios.ai/sprint" }, { "b_catalog_name": "Story Engine", "b_catalog_identifier": "Sample catalog: engine", "b_catalog_audience": "Brands with an agreed narrative that need recurring content and measurement.", "b_catalog_description": "Ongoing marketing built around a production library and consistent messaging.", "b_catalog_included": "Monthly content, narrative direction, and AI-visibility reporting; quarterly shoot planning.", "b_catalog_excluded": "Final channel coverage, quantities, rights, and extra production belong in the signed scope.", "b_catalog_delivery": "Monthly delivery; quarterly minimum as published.", "b_catalog_availability": "Confirm capacity before proposing a start date.", "b_catalog_dependencies": "An approved narrative and client review process.", "b_catalog_owner": "Henry Finn with assigned production support.", "b_catalog_source": "https://www.unicornstudios.ai/story-engine" }, { "b_catalog_name": "Web design and build", "b_catalog_identifier": "Sample catalog: web", "b_catalog_audience": "Brands needing a lead-generation website, storefront, campaign site, or custom application.", "b_catalog_description": "Structure and copy are developed before design and implementation.", "b_catalog_included": "Scope-dependent website build; public examples include Shopify, WooCommerce, and custom platforms.", "b_catalog_excluded": "Hosting, maintenance, integrations, migration, and revision limits require an explicit scope.", "b_catalog_delivery": "Quoted per project.", "b_catalog_availability": "Confirm actual team and timeline.", "b_catalog_dependencies": "Approved content, assets, access, and acceptance criteria.", "b_catalog_owner": "Assigned project owner, approved by Henry.", "b_catalog_source": "https://www.unicornstudios.ai/web-design" }, { "b_catalog_name": "Film and campaign production", "b_catalog_identifier": "Sample catalog: film", "b_catalog_audience": "Brands with a defined launch or campaign.", "b_catalog_description": "Brand or launch film and agreed derivative formats.", "b_catalog_included": "Deliverables depend on the treatment, production plan, and approved scope.", "b_catalog_excluded": "Usage rights, travel, crew, post-production, and derivatives need confirmation.", "b_catalog_delivery": "Project-specific.", "b_catalog_availability": "Check production calendar and client readiness.", "b_catalog_dependencies": "Narrative, treatment, budget, releases, and approved schedule.", "b_catalog_owner": "Henry Finn.", "b_catalog_source": "https://www.unicornstudios.ai/" }, { "b_catalog_name": "Agency production support", "b_catalog_identifier": "Sample catalog: agency", "b_catalog_audience": "Agencies and producers needing a production partner.", "b_catalog_description": "White-label production or rush editing under an agreed partner arrangement.", "b_catalog_included": "Project-specific shoot or edit capacity.", "b_catalog_excluded": "Direct client contact requires the agency’s approval.", "b_catalog_delivery": "Confirmed partner dates and scope.", "b_catalog_availability": "Check current availability.", "b_catalog_dependencies": "Agency brief and approval route.", "b_catalog_owner": "Henry Finn.", "b_catalog_source": "https://www.unicornstudios.ai/agencies" } ], "fields": [ { "id": "b_catalog_name", "label": "Offer name", "type": "text" }, { "id": "b_catalog_identifier", "label": "SKU, package code, or internal ID", "type": "text" }, { "id": "b_catalog_audience", "label": "Intended customer and eligibility", "type": "text" }, { "id": "b_catalog_description", "label": "Approved description and customer outcome", "type": "textarea" }, { "id": "b_catalog_included", "label": "Included deliverables, features, or quantities", "type": "textarea" }, { "id": "b_catalog_excluded", "label": "Exclusions and customer responsibilities", "type": "textarea" }, { "id": "b_catalog_delivery", "label": "Delivery method and expected timeframe", "type": "text" }, { "id": "b_catalog_availability", "label": "Availability, capacity, or geographic limits", "type": "text" }, { "id": "b_catalog_dependencies", "label": "Prerequisites or dependencies", "type": "textarea" }, { "id": "b_catalog_owner", "label": "Offer owner", "type": "text" }, { "id": "b_catalog_source", "label": "Current specification or catalog source", "type": "text" } ] }, { "questionId": "b_offers_selection", "question": "How should an agent choose among offers for a customer?", "status": "answered", "value": "Suggested decision rule: identify the customer’s immediate problem and readiness. Use a sprint when the message needs definition; discuss the engine when a narrative and recurring need are established; scope a site or production engagement around the actual deliverables. Ask Henry to resolve exceptions.", "sensitive": false, "updatedAt": "2026-09-06T00:00:00.000Z", "instruction": "Use these stated offer-selection criteria and review requirements: Suggested decision rule: identify the customer’s immediate problem and readiness. Use a sprint when the message needs definition; discuss the engine when a narrative and recurring need are established; scope a site or production engagement around the actual deliverables. Ask Henry to resolve exceptions." }, { "questionId": "b_offers_custom", "question": "What customization is available?", "status": "unanswered", "value": "Not answered", "sensitive": false }, { "questionId": "b_offers_claims", "question": "Which outcomes, claims, guarantees, or certifications may be stated?", "status": "answered", "value": "Working-note summary: portfolio credits and case-study outcomes are source claims requiring appropriate context. Check the exact role, client permission, measurement basis, and recency before reusing a number. Case-study performance never guarantees the same result for another client.", "sensitive": false, "updatedAt": "2026-09-06T00:00:00.000Z" }, { "questionId": "b_offers_roadmap", "question": "Which offers are planned, changing, or being retired?", "status": "unanswered", "value": "Not answered", "sensitive": true }, { "questionId": "b_offers_handoff", "question": "What must a customer provide before delivery can begin?", "status": "unanswered", "value": "Not answered", "sensitive": false }, { "questionId": "b_offers_quality", "question": "What evidence shows that each offer was delivered successfully?", "status": "answered", "value": "Suggested review standard: the output communicates the agreed claim, includes the right evidence, matches the brief, has verified names and figures, and is delivered in the contracted formats. Henry or the named approver signs off on release.", "sensitive": false, "updatedAt": "2026-09-06T00:00:00.000Z" } ] }, { "id": "b_section_pricing", "title": "Pricing and commercial rules", "description": "Preserve approved prices and commercial terms with their sources and approval limits.", "entries": [ { "questionId": "b_price_records", "question": "Approved prices and fees", "status": "answered", "value": "Record 1\nOffer or fee name: Narrative Sprint\nAmount and currency: USD 5,000 founding rate; USD 8,500 subsequent published rate\nUnit, billing period, or quantity basis: Per engagement\nTax treatment as stated in the approved source: Unconfirmed\nIncluded usage, quantities, or scope: Refer to the current sprint specification.\nOverages, additional fees, or variable charges: Unconfirmed; obtain an approved quote.\nEffective date and quote validity: Website snapshot 6 September 2026; founding availability is unverified.\nPricing owner: Henry Finn\nApproved price source: https://www.unicornstudios.ai/sprint\n\nRecord 2\nOffer or fee name: Story Engine\nAmount and currency: USD 12,500–50,000\nUnit, billing period, or quantity basis: Per month, scope-dependent\nTax treatment as stated in the approved source: Unconfirmed\nIncluded usage, quantities, or scope: Refer to the agreed monthly scope.\nOverages, additional fees, or variable charges: Confirm channel, production, and market coverage.\nEffective date and quote validity: Website snapshot 6 September 2026; confirm current quote.\nPricing owner: Henry Finn\nApproved price source: https://www.unicornstudios.ai/story-engine\n\nRecord 3\nOffer or fee name: Web design and build\nAmount and currency: Quote required\nUnit, billing period, or quantity basis: Per approved project scope\nTax treatment as stated in the approved source: Unconfirmed\nEffective date and quote validity: Website snapshot 6 September 2026.\nPricing owner: Henry Finn\nApproved price source: https://www.unicornstudios.ai/web-design\n\nRecord 4\nOffer or fee name: Launch film / hero campaign\nAmount and currency: Launch film from USD 65,000; hero campaign USD 100,000–150,000\nUnit, billing period, or quantity basis: Per approved production scope\nTax treatment as stated in the approved source: Unconfirmed\nEffective date and quote validity: Website snapshot 6 September 2026; confirm capacity and quote.\nPricing owner: Henry Finn\nApproved price source: https://www.unicornstudios.ai/", "sensitive": true, "updatedAt": "2026-09-06T00:00:00.000Z", "records": [ { "b_price_records_offer": "Narrative Sprint", "b_price_records_amount": "USD 5,000 founding rate; USD 8,500 subsequent published rate", "b_price_records_unit": "Per engagement", "b_price_records_tax": "Unconfirmed", "b_price_records_included": "Refer to the current sprint specification.", "b_price_records_extras": "Unconfirmed; obtain an approved quote.", "b_price_records_validity": "Website snapshot 6 September 2026; founding availability is unverified.", "b_price_records_owner": "Henry Finn", "b_price_records_source": "https://www.unicornstudios.ai/sprint" }, { "b_price_records_offer": "Story Engine", "b_price_records_amount": "USD 12,500–50,000", "b_price_records_unit": "Per month, scope-dependent", "b_price_records_tax": "Unconfirmed", "b_price_records_included": "Refer to the agreed monthly scope.", "b_price_records_extras": "Confirm channel, production, and market coverage.", "b_price_records_validity": "Website snapshot 6 September 2026; confirm current quote.", "b_price_records_owner": "Henry Finn", "b_price_records_source": "https://www.unicornstudios.ai/story-engine" }, { "b_price_records_offer": "Web design and build", "b_price_records_amount": "Quote required", "b_price_records_unit": "Per approved project scope", "b_price_records_tax": "Unconfirmed", "b_price_records_validity": "Website snapshot 6 September 2026.", "b_price_records_owner": "Henry Finn", "b_price_records_source": "https://www.unicornstudios.ai/web-design" }, { "b_price_records_offer": "Launch film / hero campaign", "b_price_records_amount": "Launch film from USD 65,000; hero campaign USD 100,000–150,000", "b_price_records_unit": "Per approved production scope", "b_price_records_tax": "Unconfirmed", "b_price_records_validity": "Website snapshot 6 September 2026; confirm capacity and quote.", "b_price_records_owner": "Henry Finn", "b_price_records_source": "https://www.unicornstudios.ai/" } ], "fields": [ { "id": "b_price_records_offer", "label": "Offer or fee name", "type": "text" }, { "id": "b_price_records_amount", "label": "Amount and currency", "type": "text" }, { "id": "b_price_records_unit", "label": "Unit, billing period, or quantity basis", "type": "text" }, { "id": "b_price_records_tax", "label": "Tax treatment as stated in the approved source", "type": "text" }, { "id": "b_price_records_included", "label": "Included usage, quantities, or scope", "type": "textarea" }, { "id": "b_price_records_extras", "label": "Overages, additional fees, or variable charges", "type": "textarea" }, { "id": "b_price_records_validity", "label": "Effective date and quote validity", "type": "text" }, { "id": "b_price_records_owner", "label": "Pricing owner", "type": "text" }, { "id": "b_price_records_source", "label": "Approved price source", "type": "text" } ] }, { "questionId": "b_pricing_quotes", "question": "How are quotes and estimates prepared?", "status": "answered", "value": "Working-note summary: Henry approves prices, discounts, scope changes, and commitments. Cite the current offer source and effective date. Public ranges are context for qualification; a proposal needs a current approved quote. The internal September offer sheet includes time-limited packages that should be confirmed rather than silently substituted into public offers.", "sensitive": true, "updatedAt": "2026-09-06T00:00:00.000Z" }, { "questionId": "b_pricing_discounts", "question": "What discounts or concessions are allowed?", "status": "unanswered", "value": "Not answered", "sensitive": true }, { "questionId": "b_pricing_payments", "question": "What are the payment and collection terms?", "status": "answered", "value": "Website snapshot: the sprint publishes a 50% deposit to start; the engine publishes a quarterly minimum billed monthly in advance. Confirm the agreement, tax treatment, payment dates, cancellation terms, and any exception before invoicing. Sources: /sprint and /story-engine, checked 6 September 2026.", "sensitive": true, "updatedAt": "2026-09-06T00:00:00.000Z" }, { "questionId": "b_pricing_cancellations", "question": "What are the refund, cancellation, rescheduling, and return terms?", "status": "unanswered", "value": "Not answered", "sensitive": true }, { "questionId": "b_pricing_renewals", "question": "How do subscriptions, retainers, or contracts renew or change?", "status": "unanswered", "value": "Not answered", "sensitive": true }, { "questionId": "b_pricing_commitments", "question": "Who may approve commercial commitments?", "status": "answered", "value": "Working-note summary: agents may prepare proposal drafts. Henry approves any external price, scope, delivery date, invoice, or commercial promise. This sample creates no standing authority.", "sensitive": true, "updatedAt": "2026-09-06T00:00:00.000Z", "instruction": "Respect these business-provided commercial approval and agent-action limits: Working-note summary: agents may prepare proposal drafts. Henry approves any external price, scope, delivery date, invoice, or commercial promise. This sample creates no standing authority." } ] }, { "id": "b_section_economics", "title": "Business finances", "description": "Document economic assumptions, financial sources, and the organization’s own reporting practices.", "entries": [ { "questionId": "b_economics_revenue", "question": "How does the business earn revenue?", "status": "unanswered", "value": "Not answered", "sensitive": true }, { "questionId": "b_financial_sources", "question": "Financial systems and source documents", "status": "unanswered", "value": "Not answered", "sensitive": true }, { "questionId": "b_economics_costs", "question": "What are the main costs and commitments?", "status": "unanswered", "value": "Not answered", "sensitive": true }, { "questionId": "b_economics_margins", "question": "How does the business define profitability and unit economics?", "status": "unanswered", "value": "Not answered", "sensitive": true }, { "questionId": "b_economics_cash", "question": "What cash-flow constraints or financial review dates matter?", "status": "unanswered", "value": "Not answered", "sensitive": true }, { "questionId": "b_economics_budgeting", "question": "How are budgets, spending, and financial changes approved?", "status": "unanswered", "value": "Not answered", "sensitive": true }, { "questionId": "b_economics_reporting", "question": "Which financial reports or alerts are useful?", "status": "unanswered", "value": "Not answered", "sensitive": true } ] }, { "id": "b_section_brand", "title": "Brand and communication", "description": "Give the agent approved language, examples, and channel-specific writing guidance.", "entries": [ { "questionId": "b_brand_description", "question": "How should the business describe itself?", "status": "answered", "value": "Reference-based: a studio combining strategic narrative work with film, websites, and recurring marketing. Explain the customer problem, the actual work, and the relevant evidence in direct language.", "sensitive": false, "updatedAt": "2026-09-06T00:00:00.000Z" }, { "questionId": "b_voice_samples", "question": "Writing samples and why they work", "status": "unanswered", "value": "Not answered", "sensitive": false }, { "questionId": "b_brand_tone", "question": "What tone, structure, and level of detail suit each audience?", "status": "answered", "value": "Working-note summary: direct, specific, calm, and grounded in evidence. Write for the recipient and the actual task. Apply Henry’s current anti-cliché writing instructions when older brand material uses a conflicting style.", "sensitive": false, "updatedAt": "2026-09-06T00:00:00.000Z", "instruction": "Apply the supplied business communication preferences in their stated audience and channel contexts: Working-note summary: direct, specific, calm, and grounded in evidence. Write for the recipient and the actual task. Apply Henry’s current anti-cliché writing instructions when older brand material uses a conflicting style." }, { "questionId": "b_brand_language", "question": "Which words, phrases, claims, or styles should be used or avoided?", "status": "answered", "value": "Shared writing preference and voice-note summary: use ordinary words, complete causal explanations, and concrete details. Remove generic compliments, dramatic contrasts, fake revelations, vague superlatives, and inflated categories. Keep source facts intact while rewriting older promotional language.", "sensitive": false, "updatedAt": "2026-09-06T00:00:00.000Z", "instruction": "Follow these business-provided terminology, wording, and claim restrictions: Shared writing preference and voice-note summary: use ordinary words, complete causal explanations, and concrete details. Remove generic compliments, dramatic contrasts, fake revelations, vague superlatives, and inflated categories. Keep source facts intact while rewriting older promotional language." }, { "questionId": "b_brand_assets", "question": "Where are the current brand assets and style guides?", "status": "unanswered", "value": "Not answered", "sensitive": false }, { "questionId": "b_brand_representation", "question": "When may an agent write in the business’s voice or represent it?", "status": "answered", "value": "Working-note summary: agents can draft in the approved studio voice for review. Henry remains the sender and decision-maker for prospect communication and commitments. Keep the agent’s own identity distinct from Henry’s.", "sensitive": false, "updatedAt": "2026-09-06T00:00:00.000Z", "instruction": "Use the business voice only within these stated representation and review boundaries: Working-note summary: agents can draft in the approved studio voice for review. Henry remains the sender and decision-maker for prospect communication and commitments. Keep the agent’s own identity distinct from Henry’s." }, { "questionId": "b_brand_reviews", "question": "How should sensitive, uncertain, or reputational messages be handled?", "status": "answered", "value": "Suggested checklist: verify offer, audience, evidence, tone, permissions, dates, rights, and the requested next action. Show an unsupported claim or missing approval clearly. Record the approver for material that is released.", "sensitive": true, "updatedAt": "2026-09-06T00:00:00.000Z" } ] }, { "id": "b_section_marketing", "title": "Marketing and distribution", "description": "Capture audiences, channels, campaigns, assets, and measurement responsibilities.", "entries": [ { "questionId": "b_marketing_channels", "question": "Active and planned marketing channels", "status": "unanswered", "value": "Not answered", "sensitive": false }, { "questionId": "b_marketing_funnel", "question": "How is the marketing funnel defined?", "status": "unanswered", "value": "Not answered", "sensitive": false }, { "questionId": "b_campaigns", "question": "Campaigns, launches, and recurring promotions", "status": "unanswered", "value": "Not answered", "sensitive": false }, { "questionId": "b_marketing_content", "question": "How should content ideas be developed and selected?", "status": "answered", "value": "Suggested procedure: start with the approved narrative and a defined audience question. Choose a format based on the channel and available assets. Record the evidence, rights, distribution owner, and review status. Measure the appropriate result with a dated source.", "sensitive": false, "updatedAt": "2026-09-06T00:00:00.000Z" }, { "questionId": "b_marketing_email", "question": "What are the newsletter and audience-list practices?", "status": "unanswered", "value": "Not answered", "sensitive": false }, { "questionId": "b_marketing_partners", "question": "What are the rules for partnerships, affiliates, and sponsorships?", "status": "unanswered", "value": "Not answered", "sensitive": false }, { "questionId": "b_marketing_actions", "question": "What marketing work should an agent perform, and under which limits?", "status": "answered", "value": "Working-note summary: research and draft preparation can support a requested task. Sending outreach, enrolling sequences, and publishing content require Henry’s explicit authorization. Reading this sample grants none of those permissions.", "sensitive": false, "updatedAt": "2026-09-06T00:00:00.000Z", "instruction": "For marketing work, use these stated responsibilities, review requirements, and action limits: Working-note summary: research and draft preparation can support a requested task. Sending outreach, enrolling sequences, and publishing content require Henry’s explicit authorization. Reading this sample grants none of those permissions." } ] }, { "id": "b_section_sales", "title": "Sales and partnerships", "description": "Describe the sales process, opportunity records, and approved customer commitments.", "entries": [ { "questionId": "b_sales_qualification", "question": "How should leads be qualified and routed?", "status": "answered", "value": "Working-note summary: evaluate verified trigger, relevant buyer, actual need, timing, offer fit, and known constraints. Provide source URLs and mark uncertainty. Research recommendations enter a review queue; they do not become approved outreach automatically.", "sensitive": false, "updatedAt": "2026-09-06T00:00:00.000Z" }, { "questionId": "b_sales_stages", "question": "Sales stages and exit criteria", "status": "unanswered", "value": "Not answered", "sensitive": false }, { "questionId": "b_sales_discovery", "question": "What should a discovery conversation establish?", "status": "answered", "value": "Suggested discovery agenda: what is launching, who must act, what the audience currently misunderstands, what proof exists, required assets and channels, decision owner, budget process, timing, and approval dependencies.", "sensitive": false, "updatedAt": "2026-09-06T00:00:00.000Z" }, { "questionId": "b_sales_proposals", "question": "How are proposals, statements of work, and agreements prepared?", "status": "answered", "value": "Suggested proposal structure: objective, confirmed facts, unresolved assumptions, included deliverables, exclusions, schedule, client responsibilities, usage rights, pricing source, review process, acceptance evidence, and named approver. Keep a draft status until approved.", "sensitive": false, "updatedAt": "2026-09-06T00:00:00.000Z" }, { "questionId": "b_sales_followup", "question": "What follow-up and relationship practices are appropriate?", "status": "unanswered", "value": "Not answered", "sensitive": false }, { "questionId": "b_sales_negotiation", "question": "Which negotiation points or promises require approval?", "status": "unanswered", "value": "Not answered", "sensitive": true }, { "questionId": "b_sales_handoff", "question": "What must be handed over after a sale or partnership agreement?", "status": "answered", "value": "Working-note summary: hand off context, the authoritative brief, source locations, open questions, owner, and next action. Preserve boundaries between research, copy preparation, and authorized sending. Confirm the applicable engagement and deposit status before treating a project as booked.", "sensitive": false, "updatedAt": "2026-09-06T00:00:00.000Z" } ] }, { "id": "b_section_operations", "title": "Delivery and operations", "description": "Turn recurring work into procedures with inputs, outputs, owners, and checks.", "entries": [ { "questionId": "b_operating_workflows", "question": "Recurring workflows and SOPs", "status": "answered", "value": "Record 1\nWorkflow name: Suggested workflow: engagement intake\nTrigger and frequency: An approved engagement is ready for intake.\nOwner and backup: Henry or the assigned project lead.\nRequired inputs and source systems: Signed scope, confirmed payment status, client decision owner, audience, evidence, assets, and deadlines.\nOrdered steps: 1. Verify scope and prerequisites.\n2. Create a project bible.\n3. Collect evidence and asset rights.\n4. Establish review checkpoints.\n5. Confirm the production or build plan.\nExpected output and recipient: An approved brief and an actionable project plan.\nVerification and completion evidence: Scope, owner, dates, dependencies, and acceptance criteria agree with the source documents.\nExceptions, stop conditions, and escalation: Conflicting facts, missing approval, or unknown rights stop the affected step.\nPermitted agent actions and approvals: Prepare internal materials within a requested task; external commitments require approval.\nSOP source and last review: Suggested sample procedure based on the published offer flow.\n\nRecord 2\nWorkflow name: Working-note summary: agent handoff\nTrigger and frequency: A specialist finishes a bounded task or identifies a blocker.\nOwner and backup: One accountable lead with assigned specialists.\nRequired inputs and source systems: Task contract, source evidence, output location, status, and owner.\nOrdered steps: Write within the assigned work area; provide a concise context note and output location; identify the next owner; avoid editing another owner’s records; show source failures explicitly.\nExpected output and recipient: A traceable handoff with next action and responsibility.\nVerification and completion evidence: Evidence is reachable, work is scoped, duplicate contact is avoided, and no unapproved sending occurred.\nExceptions, stop conditions, and escalation: Unreachable sources or disputed ownership are reported to the lead.\nPermitted agent actions and approvals: Research and preparation follow the current task; Henry approves external action.\nSOP source and last review: September 2026 BOT CREW handoff notes.", "sensitive": false, "updatedAt": "2026-09-06T00:00:00.000Z", "records": [ { "b_operating_workflows_name": "Suggested workflow: engagement intake", "b_operating_workflows_trigger": "An approved engagement is ready for intake.", "b_operating_workflows_owner": "Henry or the assigned project lead.", "b_operating_workflows_inputs": "Signed scope, confirmed payment status, client decision owner, audience, evidence, assets, and deadlines.", "b_operating_workflows_steps": "1. Verify scope and prerequisites.\n2. Create a project bible.\n3. Collect evidence and asset rights.\n4. Establish review checkpoints.\n5. Confirm the production or build plan.", "b_operating_workflows_output": "An approved brief and an actionable project plan.", "b_operating_workflows_checks": "Scope, owner, dates, dependencies, and acceptance criteria agree with the source documents.", "b_operating_workflows_exceptions": "Conflicting facts, missing approval, or unknown rights stop the affected step.", "b_operating_workflows_permissions": "Prepare internal materials within a requested task; external commitments require approval.", "b_operating_workflows_source": "Suggested sample procedure based on the published offer flow." }, { "b_operating_workflows_name": "Working-note summary: agent handoff", "b_operating_workflows_trigger": "A specialist finishes a bounded task or identifies a blocker.", "b_operating_workflows_owner": "One accountable lead with assigned specialists.", "b_operating_workflows_inputs": "Task contract, source evidence, output location, status, and owner.", "b_operating_workflows_steps": "Write within the assigned work area; provide a concise context note and output location; identify the next owner; avoid editing another owner’s records; show source failures explicitly.", "b_operating_workflows_output": "A traceable handoff with next action and responsibility.", "b_operating_workflows_checks": "Evidence is reachable, work is scoped, duplicate contact is avoided, and no unapproved sending occurred.", "b_operating_workflows_exceptions": "Unreachable sources or disputed ownership are reported to the lead.", "b_operating_workflows_permissions": "Research and preparation follow the current task; Henry approves external action.", "b_operating_workflows_source": "September 2026 BOT CREW handoff notes." } ], "fields": [ { "id": "b_operating_workflows_name", "label": "Workflow name", "type": "text" }, { "id": "b_operating_workflows_trigger", "label": "Trigger and frequency", "type": "text" }, { "id": "b_operating_workflows_owner", "label": "Owner and backup", "type": "text" }, { "id": "b_operating_workflows_inputs", "label": "Required inputs and source systems", "type": "textarea" }, { "id": "b_operating_workflows_steps", "label": "Ordered steps", "type": "textarea" }, { "id": "b_operating_workflows_output", "label": "Expected output and recipient", "type": "textarea" }, { "id": "b_operating_workflows_checks", "label": "Verification and completion evidence", "type": "textarea" }, { "id": "b_operating_workflows_exceptions", "label": "Exceptions, stop conditions, and escalation", "type": "textarea" }, { "id": "b_operating_workflows_permissions", "label": "Permitted agent actions and approvals", "type": "textarea" }, { "id": "b_operating_workflows_source", "label": "SOP source and last review", "type": "text" } ] }, { "questionId": "b_operations_journey", "question": "What happens between customer onboarding and completed delivery?", "status": "unanswered", "value": "Not answered", "sensitive": false }, { "questionId": "b_operations_capacity", "question": "How is workload and capacity managed?", "status": "answered", "value": "Website reference: the founder describes a limited simultaneous production load. Confirm actual availability, crew coverage, and client dependencies before accepting dates. Source: https://www.unicornstudios.ai/finn.", "sensitive": false, "updatedAt": "2026-09-06T00:00:00.000Z" }, { "questionId": "b_operations_quality", "question": "Which quality standards and checks apply?", "status": "unanswered", "value": "Not answered", "sensitive": false }, { "questionId": "b_operations_changes", "question": "How are scope changes, delays, or unusual requests handled?", "status": "answered", "value": "Suggested procedure: compare a change request with the approved scope, estimate its effect on schedule and cost, record the decision, and obtain the appropriate approval before committing to the change.", "sensitive": false, "updatedAt": "2026-09-06T00:00:00.000Z" }, { "questionId": "b_operations_reporting", "question": "Which operating updates are required?", "status": "unanswered", "value": "Not answered", "sensitive": false }, { "questionId": "b_operations_examples", "question": "Give an example of a successful delivery and a delivery that needed correction.", "status": "unanswered", "value": "Not answered", "sensitive": false } ] }, { "id": "b_section_support", "title": "Support and retention", "description": "Define customer support, complaint handling, follow-through, and ongoing success.", "entries": [ { "questionId": "b_support_channels", "question": "Support channels and response expectations", "status": "unanswered", "value": "Not answered", "sensitive": false }, { "questionId": "b_support_triage", "question": "How should incoming issues be categorized and prioritized?", "status": "unanswered", "value": "Not answered", "sensitive": false }, { "questionId": "b_support_answers", "question": "Where are approved answers and troubleshooting instructions?", "status": "unanswered", "value": "Not answered", "sensitive": false }, { "questionId": "b_support_complaints", "question": "How should complaints, disputes, and requests for exceptions be handled?", "status": "unanswered", "value": "Not answered", "sensitive": false }, { "questionId": "b_support_success", "question": "What helps customers receive ongoing benefit?", "status": "unanswered", "value": "Not answered", "sensitive": false }, { "questionId": "b_support_retention", "question": "Which signs suggest a customer needs attention or may leave?", "status": "unanswered", "value": "Not answered", "sensitive": false }, { "questionId": "b_support_feedback", "question": "How does customer feedback change the business?", "status": "unanswered", "value": "Not answered", "sensitive": false } ] }, { "id": "b_section_people", "title": "People and governance", "description": "Make responsibilities, decision ownership, approvals, and working arrangements explicit.", "entries": [ { "questionId": "b_team_roles", "question": "Staff, contractors, advisors, and accountable roles", "status": "unanswered", "value": "Not answered", "sensitive": true }, { "questionId": "b_people_approval", "question": "How are business decisions approved?", "status": "answered", "value": "Working-note summary: Henry approves external messages, commercial terms, invoices, and publication. Internal preparation should have one accountable owner and an explicit handoff. Verify current delegation for each live engagement.", "sensitive": true, "updatedAt": "2026-09-06T00:00:00.000Z", "instruction": "Route business decisions through these stated approval relationships: Working-note summary: Henry approves external messages, commercial terms, invoices, and publication. Internal preparation should have one accountable owner and an explicit handoff. Verify current delegation for each live engagement." }, { "questionId": "b_people_working", "question": "How does the team coordinate work?", "status": "answered", "value": "Shared preference and working-note summary: use concise updates, concrete files or artifacts, dated evidence, and named owners. Continue useful independent work through a recoverable blocker. Keep repeated acknowledgement messages out of the workflow.", "sensitive": true, "updatedAt": "2026-09-06T00:00:00.000Z" }, { "questionId": "b_people_onboarding", "question": "What does a new team member need to start and finish work safely?", "status": "unanswered", "value": "Not answered", "sensitive": true }, { "questionId": "b_people_providers", "question": "Which vendors, subcontractors, and advisors are essential?", "status": "unanswered", "value": "Not answered", "sensitive": true }, { "questionId": "b_people_agent_relationship", "question": "Which human roles should an agent support?", "status": "answered", "value": "Working-note summary: specialists research and prepare outputs; the lead coordinates ownership and avoids duplicate work; Henry governs external commitments. Agent names or software choices may vary by deployment.", "sensitive": true, "updatedAt": "2026-09-06T00:00:00.000Z", "instruction": "Support these human roles only within the supplied task scope and review arrangements: Working-note summary: specialists research and prepare outputs; the lead coordinates ownership and avoids duplicate work; Henry governs external commitments. Agent names or software choices may vary by deployment." }, { "questionId": "b_people_confidentiality", "question": "Which personnel or relationship details have restricted audiences?", "status": "unanswered", "value": "Not answered", "sensitive": true } ] }, { "id": "b_section_systems", "title": "Systems and information", "description": "Map where information lives, who maintains it, and how conflicting sources are resolved.", "entries": [ { "questionId": "b_system_inventory", "question": "Applications, repositories, databases, and shared drives", "status": "unanswered", "value": "Not answered", "sensitive": true }, { "questionId": "b_systems_precedence", "question": "Which sources should take precedence when information conflicts?", "status": "answered", "value": "Suggested source rule: signed engagement terms and current owner decisions govern a live client project. Use the current approved offer sheet for commercial detail and the public website as a dated public reference. Log conflicts for Henry to resolve. A sample profile is a starting brief, not the authoritative operational database.", "sensitive": true, "updatedAt": "2026-09-06T00:00:00.000Z", "instruction": "Resolve conflicting business information using this supplied source precedence and review process: Suggested source rule: signed engagement terms and current owner decisions govern a live client project. Use the current approved offer sheet for commercial detail and the public website as a dated public reference. Log conflicts for Henry to resolve. A sample profile is a starting brief, not the authoritative operational database." }, { "questionId": "b_systems_records", "question": "What record conventions should the agent follow?", "status": "unanswered", "value": "Not answered", "sensitive": true }, { "questionId": "b_systems_integrations", "question": "How does information move between systems?", "status": "unanswered", "value": "Not answered", "sensitive": true }, { "questionId": "b_systems_access", "question": "How should access be requested, reviewed, and removed?", "status": "answered", "value": "Suggested sample boundary: systems, credentials, account permissions, and client data have to be supplied in the receiving environment. Never claim access from a tool name in this profile. Keep secrets out of exported questionnaires.", "sensitive": true, "updatedAt": "2026-09-06T00:00:00.000Z" }, { "questionId": "b_systems_dataquality", "question": "How should missing, outdated, or uncertain records be handled?", "status": "unanswered", "value": "Not answered", "sensitive": true }, { "questionId": "b_systems_examples", "question": "Which templates or examples show correctly organized work?", "status": "unanswered", "value": "Not answered", "sensitive": true } ] }, { "id": "b_section_automation", "title": "AI and automation", "description": "Define existing agents and recurring jobs with explicit scope, verification, and failure handling.", "entries": [ { "questionId": "b_agent_inventory", "question": "Existing agents, automations, and assistants", "status": "unanswered", "value": "Not answered", "sensitive": true }, { "questionId": "b_automation_jobs", "question": "Recurring or triggered jobs to document", "status": "unanswered", "value": "Not answered", "sensitive": true }, { "questionId": "b_automation_authority", "question": "Which actions may an agent take, and under what conditions?", "status": "answered", "value": "Working-note summary: agents may research, score, summarize, and draft within the assigned task. Henry controls sending, sequence enrollment, invoices, publication, and prospect commitments. This profile does not activate routines or authorize access.", "sensitive": true, "updatedAt": "2026-09-06T00:00:00.000Z", "instruction": "Operate within these expressly stated agent permissions, scopes, limits, and approval conditions: Working-note summary: agents may research, score, summarize, and draft within the assigned task. Henry controls sending, sequence enrollment, invoices, publication, and prospect commitments. This profile does not activate routines or authorize access." }, { "questionId": "b_automation_handoffs", "question": "How should agents coordinate with people or other agents?", "status": "answered", "value": "Working-note summary: define one writer for each shared operational record, separate specialist outputs, and transfer concise context with the result location. Flag stale evidence and failed sources before reporting an empty result.", "sensitive": true, "updatedAt": "2026-09-06T00:00:00.000Z" }, { "questionId": "b_automation_evaluation", "question": "What examples should be used to verify an agent’s behavior?", "status": "answered", "value": "Suggested evaluation: test a qualified prospect, an unsupported claim, a duplicate, a changed rate, a missing source, and an unauthorized sending request. Expected behavior is evidence-backed preparation, explicit uncertainty, correct owner handoff, and observance of action boundaries.", "sensitive": true, "updatedAt": "2026-09-06T00:00:00.000Z" }, { "questionId": "b_automation_notifications", "question": "When should an agent report, interrupt, or remain quiet?", "status": "answered", "value": "Working-note summary: report meaningful changes, completed work, blockers, and decisions required. Establish cadence and volume limits with Henry. A schedule written in this sample remains inactive until configured and authorized.", "sensitive": true, "updatedAt": "2026-09-06T00:00:00.000Z", "instruction": "Use these supplied reporting and interruption preferences for business-agent work: Working-note summary: report meaningful changes, completed work, blockers, and decisions required. Establish cadence and volume limits with Henry. A schedule written in this sample remains inactive until configured and authorized." }, { "questionId": "b_automation_context", "question": "What should an agent remember or retrieve for each kind of work?", "status": "answered", "value": "Suggested retrieval order: current task and permission; applicable project bible; approved offer and voice rules; source evidence; relevant prior decisions. Load only the client and project context needed for the current work.", "sensitive": true, "updatedAt": "2026-09-06T00:00:00.000Z", "instruction": "Scope business context and retrieval according to these supplied information-handling preferences: Suggested retrieval order: current task and permission; applicable project bible; approved offer and voice rules; source evidence; relevant prior decisions. Load only the client and project context needed for the current work." } ] }, { "id": "b_section_physical", "title": "Physical operations", "description": "Record locations, equipment, inventory, suppliers, and practical delivery constraints when relevant.", "entries": [ { "questionId": "b_operating_locations", "question": "Locations and service areas", "status": "unanswered", "value": "Not answered", "sensitive": true }, { "questionId": "b_physical_assets", "question": "Equipment, vehicles, or important assets", "status": "unanswered", "value": "Not answered", "sensitive": true }, { "questionId": "b_physical_inventory", "question": "How are inventory and supplies managed?", "status": "unanswered", "value": "Not answered", "sensitive": false }, { "questionId": "b_physical_suppliers", "question": "Suppliers and replenishment arrangements", "status": "unanswered", "value": "Not answered", "sensitive": true }, { "questionId": "b_physical_scheduling", "question": "How are appointments, shifts, dispatch, or site visits coordinated?", "status": "unanswered", "value": "Not answered", "sensitive": false }, { "questionId": "b_physical_fulfillment", "question": "How are physical goods or completed jobs handed over?", "status": "unanswered", "value": "Not answered", "sensitive": false }, { "questionId": "b_physical_exceptions", "question": "Which physical situations require work to pause or a person to intervene?", "status": "unanswered", "value": "Not answered", "sensitive": true } ] }, { "id": "b_section_knowledge", "title": "Knowledge and intellectual property", "description": "Index reusable knowledge, reference material, and the organization’s confirmed rights and restrictions.", "entries": [ { "questionId": "b_knowledge_library", "question": "Reference documents and knowledge collections", "status": "unanswered", "value": "Not answered", "sensitive": true }, { "questionId": "b_knowledge_original", "question": "Which original methods, materials, or know-how belong to the business?", "status": "answered", "value": "Reference-based: the studio produces narrative documents, treatments, film, web work, and marketing assets. Ownership and permitted reuse depend on actual agreements. Verify those terms before describing an asset as reusable.", "sensitive": true, "updatedAt": "2026-09-06T00:00:00.000Z" }, { "questionId": "b_knowledge_licenses", "question": "What licenses, releases, or contractual usage restrictions apply?", "status": "unanswered", "value": "Not answered", "sensitive": true }, { "questionId": "b_knowledge_reuse", "question": "How may an agent quote, adapt, train on, or reuse supplied material?", "status": "unanswered", "value": "Not answered", "sensitive": true }, { "questionId": "b_knowledge_confidential", "question": "What client, partner, or unpublished work must remain compartmentalized?", "status": "unanswered", "value": "Not answered", "sensitive": true }, { "questionId": "b_knowledge_capture", "question": "How should new decisions and lessons be documented?", "status": "unanswered", "value": "Not answered", "sensitive": true }, { "questionId": "b_knowledge_gaps", "question": "Which important documents or evidence are missing?", "status": "answered", "value": "Unconfirmed: legal contracting entity, headcount, current capacity, approved budgets, live client roster, CRM configuration, campaign results, financial records, and current availability of founding offers. Ask targeted questions before a task relies on them.", "sensitive": true, "updatedAt": "2026-09-06T00:00:00.000Z" } ] }, { "id": "b_section_policies", "title": "Policies and obligations", "description": "Record the business’s approved policies and authoritative review sources.", "entries": [ { "questionId": "b_policy_register", "question": "Policies, contracts, and obligations to consult", "status": "unanswered", "value": "Not answered", "sensitive": true }, { "questionId": "b_policies_jurisdictions", "question": "Which jurisdictions, licenses, certifications, or professional requirements has the business identified?", "status": "unanswered", "value": "Not answered", "sensitive": true }, { "questionId": "b_policies_privacy", "question": "What data may be collected, used, shared, retained, or deleted?", "status": "unanswered", "value": "Not answered", "sensitive": true }, { "questionId": "b_policies_clientrules", "question": "Which client or partner requirements change the usual process?", "status": "unanswered", "value": "Not answered", "sensitive": true }, { "questionId": "b_policies_security", "question": "Which approved security procedures must work follow?", "status": "unanswered", "value": "Not answered", "sensitive": true }, { "questionId": "b_policies_communications", "question": "Which public statements, professional guidance, or commitments need review?", "status": "unanswered", "value": "Not answered", "sensitive": true }, { "questionId": "b_policies_uncertainty", "question": "What should an agent do when a policy is missing, expired, or ambiguous?", "status": "unanswered", "value": "Not answered", "sensitive": true } ] }, { "id": "b_section_measurement", "title": "Measurement and planning", "description": "Define metrics, reporting periods, experiments, and how evidence informs decisions.", "entries": [ { "questionId": "b_kpi_register", "question": "Key performance indicators", "status": "unanswered", "value": "Not answered", "sensitive": true }, { "questionId": "b_measurement_reviews", "question": "Which business reviews happen regularly?", "status": "unanswered", "value": "Not answered", "sensitive": false }, { "questionId": "b_measurement_format", "question": "How should reports communicate progress and uncertainty?", "status": "answered", "value": "Suggested report: period, definition, source, observed result, comparison, limitations, decision needed, owner, and next action. Keep targets distinct from measured outcomes. Show the date and scope of any website price or portfolio reference.", "sensitive": false, "updatedAt": "2026-09-06T00:00:00.000Z", "instruction": "Prepare business reports using these stated formats, definitions, and evidence expectations: Suggested report: period, definition, source, observed result, comparison, limitations, decision needed, owner, and next action. Keep targets distinct from measured outcomes. Show the date and scope of any website price or portfolio reference." }, { "questionId": "b_business_experiments", "question": "Experiments and business hypotheses", "status": "unanswered", "value": "Not answered", "sensitive": true }, { "questionId": "b_measurement_decisions", "question": "Which recent decisions should an agent understand?", "status": "unanswered", "value": "Not answered", "sensitive": false }, { "questionId": "b_measurement_forecasts", "question": "Which forecasts or targets are used for planning?", "status": "answered", "value": "Suggested boundary: build a forecast only from supplied assumptions and observed inputs. Label the scenario, show the calculation, and separate booked work, cash received, pipeline, and proposed targets.", "sensitive": true, "updatedAt": "2026-09-06T00:00:00.000Z" }, { "questionId": "b_measurement_nextreview", "question": "What needs review next?", "status": "unanswered", "value": "Not answered", "sensitive": false } ] }, { "id": "b_section_continuity", "title": "Risk and continuity", "description": "Document operational risks, incident handling, essential dependencies, and recovery references.", "entries": [ { "questionId": "b_risk_register", "question": "Known business risks", "status": "unanswered", "value": "Not answered", "sensitive": true }, { "questionId": "b_continuity_dependencies", "question": "Which dependencies could interrupt essential work?", "status": "unanswered", "value": "Not answered", "sensitive": true }, { "questionId": "b_continuity_incidents", "question": "How should incidents be recognized, reported, and handled?", "status": "unanswered", "value": "Not answered", "sensitive": true }, { "questionId": "b_continuity_recovery", "question": "Where are the approved backup and recovery procedures?", "status": "unanswered", "value": "Not answered", "sensitive": true }, { "questionId": "b_continuity_absence", "question": "What happens when an owner, employee, or provider is unavailable?", "status": "unanswered", "value": "Not answered", "sensitive": true }, { "questionId": "b_continuity_stop", "question": "Which conditions require an agent to pause, limit, or hand over work?", "status": "answered", "value": "Working-note summary: stop the affected action for missing rights, unsupported claims, conflicting prices, absent authority, inaccessible evidence, or a request to contact prospects outside the approved process. Preserve the prepared work and route a concise question to Henry.", "sensitive": true, "updatedAt": "2026-09-06T00:00:00.000Z", "instruction": "Pause or escalate business work under these stated conditions: Working-note summary: stop the affected action for missing rights, unsupported claims, conflicting prices, absent authority, inaccessible evidence, or a request to contact prospects outside the approved process. Preserve the prepared work and route a concise question to Henry." }, { "questionId": "b_continuity_learning", "question": "How are incidents and near misses reviewed?", "status": "unanswered", "value": "Not answered", "sensitive": true } ] }, { "id": "b_section_projects", "title": "Project bibles", "description": "Create a detailed, separate operating reference for every project or initiative.", "entries": [ { "questionId": "b_project_bibles", "question": "Projects and initiatives", "status": "answered", "value": "Record 1\nProject name: Demonstration project: new product launch narrative\nProject ID or short reference: DEMO-ONLY-001\nPurpose and intended outcome: Show how an agent-ready project bible describes a Narrative Sprint engagement.\nAudience, customer, or beneficiary: A fictional launch team; no real client is represented.\nAccountable owner and decision-maker: Henry Finn as suggested studio approver; client approver to be named.\nStakeholders, roles, and communication contacts: Suggested roles: studio lead, client decision-maker, researcher, writer, and production planner. No actual contacts included.\nCurrent stage, status, and as-of date: Illustrative template, 6 September 2026. No engagement booked or approved.\nIncluded scope: Suggested: intake, evidence review, candidate narrative evaluation, message structure, treatment, and handover.\nExcluded scope and boundaries: No booked production, live outreach, media spend, or signed client commitment.\nDeliverables, quantities, formats, and recipients: Suggested: narrative brief, message hierarchy, treatment, evidence index, unresolved questions, and handover checklist.\nAcceptance criteria, evidence, and approver: Suggested: claims trace to evidence; deliverables meet the agreed brief; rights and unresolved assumptions are visible; named client and studio approvers accept the work.\nMilestones, dates, and current progress: Relative example: intake; research; direction review; draft review; handover. Live dates require the contract and calendar.\nDependencies, prerequisites, and their owners: Signed scope, verified payment status, named approver, customer evidence, asset rights, and access.\nApproved budget, currency, period, and spending approvals: No approved budget. Public rate references elsewhere in this sample are not a spending authorization.\nPeople, tools, assets, and available capacity: Assign staff and tools after confirming actual availability.\nQuality, technical, accessibility, brand, or delivery standards: Apply current studio voice, accessible deliverable formats, source traceability, and agreed technical requirements.\nRisks, warning signs, mitigation, and escalation: Unclear audience, unsupported claim, unavailable reviewer, uncertain rights, and expanding scope; escalate before making a commitment.\nSource links, specifications, repositories, and authoritative documents: https://www.unicornstudios.ai/sprint plus the future signed engagement and approved client brief.\nDecision history with dates, owners, and reasons: No client decisions recorded. This is a proposed example.\nNext actions, owners, deadlines, and blockers: Confirm the real engagement, replace fictional placeholders, verify scope and budget, and name the reviewers.\nProject-specific agent permissions and approval conditions: Prepare a draft when requested. Henry must approve external action; client approvals must be verified.\nInformation boundaries and permitted audiences: Curated demonstration only. Add actual client information solely in an approved project context.\nReporting cadence, format, and recipients: Suggested: milestone-based updates to the named project owner.\nLast verified date and next review: Prepared 6 September 2026; review before operational use.", "sensitive": true, "updatedAt": "2026-09-06T00:00:00.000Z", "records": [ { "b_project_bibles_name": "Demonstration project: new product launch narrative", "b_project_bibles_identifier": "DEMO-ONLY-001", "b_project_bibles_purpose": "Show how an agent-ready project bible describes a Narrative Sprint engagement.", "b_project_bibles_audience": "A fictional launch team; no real client is represented.", "b_project_bibles_owner": "Henry Finn as suggested studio approver; client approver to be named.", "b_project_bibles_stakeholders": "Suggested roles: studio lead, client decision-maker, researcher, writer, and production planner. No actual contacts included.", "b_project_bibles_status": "Illustrative template, 6 September 2026. No engagement booked or approved.", "b_project_bibles_scope": "Suggested: intake, evidence review, candidate narrative evaluation, message structure, treatment, and handover.", "b_project_bibles_exclusions": "No booked production, live outreach, media spend, or signed client commitment.", "b_project_bibles_deliverables": "Suggested: narrative brief, message hierarchy, treatment, evidence index, unresolved questions, and handover checklist.", "b_project_bibles_acceptance": "Suggested: claims trace to evidence; deliverables meet the agreed brief; rights and unresolved assumptions are visible; named client and studio approvers accept the work.", "b_project_bibles_milestones": "Relative example: intake; research; direction review; draft review; handover. Live dates require the contract and calendar.", "b_project_bibles_dependencies": "Signed scope, verified payment status, named approver, customer evidence, asset rights, and access.", "b_project_bibles_budget": "No approved budget. Public rate references elsewhere in this sample are not a spending authorization.", "b_project_bibles_resources": "Assign staff and tools after confirming actual availability.", "b_project_bibles_standards": "Apply current studio voice, accessible deliverable formats, source traceability, and agreed technical requirements.", "b_project_bibles_risks": "Unclear audience, unsupported claim, unavailable reviewer, uncertain rights, and expanding scope; escalate before making a commitment.", "b_project_bibles_sources": "https://www.unicornstudios.ai/sprint plus the future signed engagement and approved client brief.", "b_project_bibles_decisions": "No client decisions recorded. This is a proposed example.", "b_project_bibles_nextactions": "Confirm the real engagement, replace fictional placeholders, verify scope and budget, and name the reviewers.", "b_project_bibles_permissions": "Prepare a draft when requested. Henry must approve external action; client approvals must be verified.", "b_project_bibles_confidentiality": "Curated demonstration only. Add actual client information solely in an approved project context.", "b_project_bibles_reporting": "Suggested: milestone-based updates to the named project owner.", "b_project_bibles_review": "Prepared 6 September 2026; review before operational use." } ], "fields": [ { "id": "b_project_bibles_name", "label": "Project name", "type": "text" }, { "id": "b_project_bibles_identifier", "label": "Project ID or short reference", "type": "text" }, { "id": "b_project_bibles_purpose", "label": "Purpose and intended outcome", "type": "textarea" }, { "id": "b_project_bibles_audience", "label": "Audience, customer, or beneficiary", "type": "textarea" }, { "id": "b_project_bibles_owner", "label": "Accountable owner and decision-maker", "type": "text" }, { "id": "b_project_bibles_stakeholders", "label": "Stakeholders, roles, and communication contacts", "type": "textarea" }, { "id": "b_project_bibles_status", "label": "Current stage, status, and as-of date", "type": "text" }, { "id": "b_project_bibles_scope", "label": "Included scope", "type": "textarea" }, { "id": "b_project_bibles_exclusions", "label": "Excluded scope and boundaries", "type": "textarea" }, { "id": "b_project_bibles_deliverables", "label": "Deliverables, quantities, formats, and recipients", "type": "textarea" }, { "id": "b_project_bibles_acceptance", "label": "Acceptance criteria, evidence, and approver", "type": "textarea" }, { "id": "b_project_bibles_milestones", "label": "Milestones, dates, and current progress", "type": "textarea" }, { "id": "b_project_bibles_dependencies", "label": "Dependencies, prerequisites, and their owners", "type": "textarea" }, { "id": "b_project_bibles_budget", "label": "Approved budget, currency, period, and spending approvals", "type": "textarea" }, { "id": "b_project_bibles_resources", "label": "People, tools, assets, and available capacity", "type": "textarea" }, { "id": "b_project_bibles_standards", "label": "Quality, technical, accessibility, brand, or delivery standards", "type": "textarea" }, { "id": "b_project_bibles_risks", "label": "Risks, warning signs, mitigation, and escalation", "type": "textarea" }, { "id": "b_project_bibles_sources", "label": "Source links, specifications, repositories, and authoritative documents", "type": "textarea" }, { "id": "b_project_bibles_decisions", "label": "Decision history with dates, owners, and reasons", "type": "textarea" }, { "id": "b_project_bibles_nextactions", "label": "Next actions, owners, deadlines, and blockers", "type": "textarea" }, { "id": "b_project_bibles_permissions", "label": "Project-specific agent permissions and approval conditions", "type": "textarea" }, { "id": "b_project_bibles_confidentiality", "label": "Information boundaries and permitted audiences", "type": "textarea" }, { "id": "b_project_bibles_reporting", "label": "Reporting cadence, format, and recipients", "type": "text" }, { "id": "b_project_bibles_review", "label": "Last verified date and next review", "type": "text" } ] }, { "questionId": "b_projects_prioritization", "question": "How should several projects compete for time and resources?", "status": "unanswered", "value": "Not answered", "sensitive": true }, { "questionId": "b_projects_changes", "question": "How are project scope, budget, and deadline changes approved?", "status": "unanswered", "value": "Not answered", "sensitive": true }, { "questionId": "b_projects_context", "question": "How should project-specific instructions relate to the business’s shared instructions?", "status": "answered", "value": "Suggested rule: identify the entity, client, and project at the start of each task. Read the applicable brief and permissions. Keep demonstration work, live engagements, and other projects separate.", "sensitive": true, "updatedAt": "2026-09-06T00:00:00.000Z", "instruction": "Combine shared business guidance and project guidance according to these supplied scope and conflict-resolution rules: Suggested rule: identify the entity, client, and project at the start of each task. Read the applicable brief and permissions. Keep demonstration work, live engagements, and other projects separate." }, { "questionId": "b_projects_updates", "question": "What should a useful project update contain?", "status": "unanswered", "value": "Not answered", "sensitive": true }, { "questionId": "b_projects_completion", "question": "How should a project be accepted, handed over, and closed?", "status": "answered", "value": "Suggested completion check: required outputs exist, acceptance evidence is attached, named reviewers have approved, open obligations are recorded, final locations are reachable, and reusable learning is captured within its permitted scope.", "sensitive": true, "updatedAt": "2026-09-06T00:00:00.000Z" }, { "questionId": "b_projects_startingbrief", "question": "What should an agent understand before starting the next project task?", "status": "unanswered", "value": "Not answered", "sensitive": true } ] }, { "id": "m_agency", "title": "Online services & agencies", "description": "Document client engagements, recurring delivery, account boundaries and the evidence clients need to approve work.", "entries": [ { "questionId": "m_agency_engagements", "question": "Which client engagements should an agent understand?", "status": "unanswered", "value": "Not answered", "sensitive": true }, { "questionId": "m_agency_service_capacity", "question": "How is agency delivery capacity allocated?", "status": "unanswered", "value": "Not answered", "sensitive": false }, { "questionId": "m_agency_revisions", "question": "How do review rounds, revisions and changes of scope work?", "status": "answered", "value": "Suggested rule: verify the included revision allowance in the current engagement. Consolidate feedback through the named approver, distinguish corrections from scope additions, and obtain approval for added work.", "sensitive": false, "updatedAt": "2026-09-06T00:00:00.000Z", "instruction": "Apply the supplied review and scope-change process. Identify extra work and obtain the designated approval before treating it as included. Suggested rule: verify the included revision allowance in the current engagement. Consolidate feedback through the named approver, distinguish corrections from scope additions, and obtain approval for added work." }, { "questionId": "m_agency_reporting", "question": "What does each client reporting package require?", "status": "unanswered", "value": "Not answered", "sensitive": true }, { "questionId": "m_agency_account_access", "question": "How should client accounts and materials be kept separate?", "status": "answered", "value": "Suggested boundary: use only granted client access for the current engagement. Confirm what may be read, changed, or published. Keep one client’s information outside another client’s context.", "sensitive": true, "updatedAt": "2026-09-06T00:00:00.000Z", "instruction": "Use only the account and material scope supplied for the current client, and follow the stated offboarding process. Suggested boundary: use only granted client access for the current engagement. Confirm what may be read, changed, or published. Keep one client’s information outside another client’s context." }, { "questionId": "m_agency_handoffs", "question": "Which recurring agency handoffs need precise instructions?", "status": "unanswered", "value": "Not answered", "sensitive": false }, { "questionId": "m_agency_delivery_examples", "question": "What examples show acceptable and unacceptable agency delivery?", "status": "unanswered", "value": "Not answered", "sensitive": false } ] }, { "id": "m_creative", "title": "Art & creative work", "description": "Capture creative practice, commission stages, asset requirements and rights that affect delivery.", "entries": [ { "questionId": "m_creative_creative_catalog", "question": "Which bodies of work, collections or performance formats should an agent understand?", "status": "unanswered", "value": "Not answered", "sensitive": false }, { "questionId": "m_creative_commissions", "question": "How does each commission type proceed?", "status": "unanswered", "value": "Not answered", "sensitive": false }, { "questionId": "m_creative_rights", "question": "Which usage rights and restrictions apply to creative assets?", "status": "unanswered", "value": "Not answered", "sensitive": true }, { "questionId": "m_creative_creative_process", "question": "Which parts of the creative process should an agent support, and which decisions stay with you?", "status": "answered", "value": "Suggested process aligned with the published practice: agree the audience and message; verify proof; develop the treatment; plan capture and derivative formats; produce; edit against the brief; review; deliver with the required rights and approvals.", "sensitive": false, "updatedAt": "2026-09-06T00:00:00.000Z", "instruction": "Support the specified creative-process tasks and preserve the author's stated decision and approval responsibilities. Suggested process aligned with the published practice: agree the audience and message; verify proof; develop the treatment; plan capture and derivative formats; produce; edit against the brief; review; deliver with the required rights and approvals." }, { "questionId": "m_creative_production_delivery", "question": "What technical checks make a creative deliverable ready?", "status": "unanswered", "value": "Not answered", "sensitive": false }, { "questionId": "m_creative_bookings_releases", "question": "Which exhibitions, releases, performances or bookings need coordination?", "status": "unanswered", "value": "Not answered", "sensitive": false }, { "questionId": "m_creative_presentation_boundaries", "question": "How should an agent describe your work, credits and provenance?", "status": "answered", "value": "Suggested boundary: preserve approved names, credits, and claims. Obtain the needed consent for likeness, voice, testimonials, and public case-study use. Label synthetic concepts and illustrative work clearly.", "sensitive": false, "updatedAt": "2026-09-06T00:00:00.000Z", "instruction": "Use the supplied presentation and provenance rules when writing about creative work or responding to commission requests. Suggested boundary: preserve approved names, credits, and claims. Obtain the needed consent for likeness, voice, testimonials, and public case-study use. Label synthetic concepts and illustrative work clearly." } ] }, { "id": "m_ai", "title": "AI-powered business", "description": "Document agent roles, model dependencies, source permissions, evaluations and human oversight.", "entries": [ { "questionId": "m_ai_ai_roles", "question": "Which AI systems or agents perform business work?", "status": "answered", "value": "Record 1\nAgent or AI capability: Suggested research specialist\nTask, audience and expected output: Prepare sourced opportunity or category research.\nModel, provider, tools and orchestration source: The chosen agent platform; installation unconfirmed.\nContext sources, memory and retrieval scope: Approved task, audience rubric, offer references, and current sources.\nAllowed actions and required approvals: Read and prepare within actual task permission; no prospect contact.\nResponsible human and fallback process: Henry or the assigned lead.\n\nRecord 2\nAgent or AI capability: Suggested writing specialist\nTask, audience and expected output: Draft briefs, narratives, and approved-purpose communications.\nModel, provider, tools and orchestration source: The chosen writing agent; configuration unconfirmed.\nContext sources, memory and retrieval scope: Audience, evidence, current voice guide, and requested output.\nAllowed actions and required approvals: Drafting only until the applicable release approval.\nResponsible human and fallback process: Henry or the assigned creative lead.", "sensitive": false, "updatedAt": "2026-09-06T00:00:00.000Z", "instruction": "Use each AI role's stated context and authority when configuring assistance; preserve the named human fallback. Record 1\nAgent or AI capability: Suggested research specialist\nTask, audience and expected output: Prepare sourced opportunity or category research.\nModel, provider, tools and orchestration source: The chosen agent platform; installation unconfirmed.\nContext sources, memory and retrieval scope: Approved task, audience rubric, offer references, and current sources.\nAllowed actions and required approvals: Read and prepare within actual task permission; no prospect contact.\nResponsible human and fallback process: Henry or the assigned lead.\n\nRecord 2\nAgent or AI capability: Suggested writing specialist\nTask, audience and expected output: Draft briefs, narratives, and approved-purpose communications.\nModel, provider, tools and orchestration source: The chosen writing agent; configuration unconfirmed.\nContext sources, memory and retrieval scope: Audience, evidence, current voice guide, and requested output.\nAllowed actions and required approvals: Drafting only until the applicable release approval.\nResponsible human and fallback process: Henry or the assigned creative lead.", "records": [ { "m_ai_ai_roles_role": "Suggested research specialist", "m_ai_ai_roles_job": "Prepare sourced opportunity or category research.", "m_ai_ai_roles_stack": "The chosen agent platform; installation unconfirmed.", "m_ai_ai_roles_context": "Approved task, audience rubric, offer references, and current sources.", "m_ai_ai_roles_authority": "Read and prepare within actual task permission; no prospect contact.", "m_ai_ai_roles_owner": "Henry or the assigned lead." }, { "m_ai_ai_roles_role": "Suggested writing specialist", "m_ai_ai_roles_job": "Draft briefs, narratives, and approved-purpose communications.", "m_ai_ai_roles_stack": "The chosen writing agent; configuration unconfirmed.", "m_ai_ai_roles_context": "Audience, evidence, current voice guide, and requested output.", "m_ai_ai_roles_authority": "Drafting only until the applicable release approval.", "m_ai_ai_roles_owner": "Henry or the assigned creative lead." } ], "fields": [ { "id": "m_ai_ai_roles_role", "label": "Agent or AI capability", "type": "text" }, { "id": "m_ai_ai_roles_job", "label": "Task, audience and expected output", "type": "textarea" }, { "id": "m_ai_ai_roles_stack", "label": "Model, provider, tools and orchestration source", "type": "text" }, { "id": "m_ai_ai_roles_context", "label": "Context sources, memory and retrieval scope", "type": "textarea" }, { "id": "m_ai_ai_roles_authority", "label": "Allowed actions and required approvals", "type": "textarea" }, { "id": "m_ai_ai_roles_owner", "label": "Responsible human and fallback process", "type": "text" } ] }, { "questionId": "m_ai_data_rights", "question": "Which data sources may each AI workflow use?", "status": "unanswered", "value": "Not answered", "sensitive": true }, { "questionId": "m_ai_evaluations", "question": "Which examples define acceptable AI performance?", "status": "answered", "value": "Record 1\nEvaluation case and task: Illustrative prospect brief\nInput, context and conditions: A sourced launch announcement, dated offer reference, and an unverified budget guess.\nExpected behavior or reference output: Cite the launch evidence, mark budget unknown, identify relevant fit, and prepare a reviewable brief.\nUnacceptable behavior and severity: Invents budget, claims a booking, reuses an expired rate as current, or sends outreach.\nScoring method and pass threshold: Evidence traceability, correct unknowns, scope fit, and no external action.\nReviewer, cadence and regression suite: Henry or the task owner reviews before adopting the workflow.", "sensitive": false, "updatedAt": "2026-09-06T00:00:00.000Z", "instruction": "Evaluate AI behavior with the supplied cases, scoring method and pass thresholds; report failures against the stated criteria. Record 1\nEvaluation case and task: Illustrative prospect brief\nInput, context and conditions: A sourced launch announcement, dated offer reference, and an unverified budget guess.\nExpected behavior or reference output: Cite the launch evidence, mark budget unknown, identify relevant fit, and prepare a reviewable brief.\nUnacceptable behavior and severity: Invents budget, claims a booking, reuses an expired rate as current, or sends outreach.\nScoring method and pass threshold: Evidence traceability, correct unknowns, scope fit, and no external action.\nReviewer, cadence and regression suite: Henry or the task owner reviews before adopting the workflow.", "records": [ { "m_ai_evaluations_case": "Illustrative prospect brief", "m_ai_evaluations_input": "A sourced launch announcement, dated offer reference, and an unverified budget guess.", "m_ai_evaluations_expected": "Cite the launch evidence, mark budget unknown, identify relevant fit, and prepare a reviewable brief.", "m_ai_evaluations_failure": "Invents budget, claims a booking, reuses an expired rate as current, or sends outreach.", "m_ai_evaluations_measure": "Evidence traceability, correct unknowns, scope fit, and no external action.", "m_ai_evaluations_review": "Henry or the task owner reviews before adopting the workflow." } ], "fields": [ { "id": "m_ai_evaluations_case", "label": "Evaluation case and task", "type": "text" }, { "id": "m_ai_evaluations_input", "label": "Input, context and conditions", "type": "textarea" }, { "id": "m_ai_evaluations_expected", "label": "Expected behavior or reference output", "type": "textarea" }, { "id": "m_ai_evaluations_failure", "label": "Unacceptable behavior and severity", "type": "textarea" }, { "id": "m_ai_evaluations_measure", "label": "Scoring method and pass threshold", "type": "text" }, { "id": "m_ai_evaluations_review", "label": "Reviewer, cadence and regression suite", "type": "text" } ] }, { "questionId": "m_ai_runtime_limits", "question": "What runtime, cost and reliability limits apply?", "status": "unanswered", "value": "Not answered", "sensitive": false }, { "questionId": "m_ai_failure_handoffs", "question": "Which AI failures require a human handoff or a stopped workflow?", "status": "answered", "value": "Working-note summary: surface failed source retrieval, unclear authority, conflicting offers, duplicate prospect handling, and missing owner decisions. Continue only independent work that remains within the task scope.", "sensitive": false, "updatedAt": "2026-09-06T00:00:00.000Z", "instruction": "Apply the supplied AI failure and handoff rules, identifying the failed check and the human decision needed. Working-note summary: surface failed source retrieval, unclear authority, conflicting offers, duplicate prospect handling, and missing owner decisions. Continue only independent work that remains within the task scope." }, { "questionId": "m_ai_prompt_releases", "question": "How are prompts, models and agent configurations versioned and released?", "status": "unanswered", "value": "Not answered", "sensitive": false }, { "questionId": "m_ai_ai_customer_promises", "question": "What do you promise customers about AI use and its limitations?", "status": "answered", "value": "Suggested boundary: explain AI’s role in the specific engagement using approved language. Do not guarantee revenue, rankings, or model recommendations. Verify client consent and asset-processing rights before sending client material to another service.", "sensitive": false, "updatedAt": "2026-09-06T00:00:00.000Z", "instruction": "Use the supplied customer-facing AI explanations and service promises; leave unsupported capabilities or guarantees unresolved. Suggested boundary: explain AI’s role in the specific engagement using approved language. Do not guarantee revenue, rankings, or model recommendations. Verify client consent and asset-processing rights before sending client material to another service." } ] } ], "answered": 62, "total": 161, "excluded": 0, "instructions": [ { "questionId": "b_strategy_tradeoffs", "text": "Use the business’s stated decision criteria when comparing options: Working-note summary: respect confirmed capacity and preserve creative quality. Choose work with a clear buyer need, relevant offer, actual deadline, and verified access to the decision-maker. A proposed revenue opportunity does not override the current offer scope or permission to contact people.", "section": "Purpose and strategy" }, { "questionId": "b_offers_selection", "text": "Use these stated offer-selection criteria and review requirements: Suggested decision rule: identify the customer’s immediate problem and readiness. Use a sprint when the message needs definition; discuss the engine when a narrative and recurring need are established; scope a site or production engagement around the actual deliverables. Ask Henry to resolve exceptions.", "section": "Offers and catalog" }, { "questionId": "b_pricing_commitments", "text": "Respect these business-provided commercial approval and agent-action limits: Working-note summary: agents may prepare proposal drafts. Henry approves any external price, scope, delivery date, invoice, or commercial promise. This sample creates no standing authority.", "section": "Pricing and commercial rules" }, { "questionId": "b_brand_tone", "text": "Apply the supplied business communication preferences in their stated audience and channel contexts: Working-note summary: direct, specific, calm, and grounded in evidence. Write for the recipient and the actual task. Apply Henry’s current anti-cliché writing instructions when older brand material uses a conflicting style.", "section": "Brand and communication" }, { "questionId": "b_brand_language", "text": "Follow these business-provided terminology, wording, and claim restrictions: Shared writing preference and voice-note summary: use ordinary words, complete causal explanations, and concrete details. Remove generic compliments, dramatic contrasts, fake revelations, vague superlatives, and inflated categories. Keep source facts intact while rewriting older promotional language.", "section": "Brand and communication" }, { "questionId": "b_brand_representation", "text": "Use the business voice only within these stated representation and review boundaries: Working-note summary: agents can draft in the approved studio voice for review. Henry remains the sender and decision-maker for prospect communication and commitments. Keep the agent’s own identity distinct from Henry’s.", "section": "Brand and communication" }, { "questionId": "b_marketing_actions", "text": "For marketing work, use these stated responsibilities, review requirements, and action limits: Working-note summary: research and draft preparation can support a requested task. Sending outreach, enrolling sequences, and publishing content require Henry’s explicit authorization. Reading this sample grants none of those permissions.", "section": "Marketing and distribution" }, { "questionId": "b_people_approval", "text": "Route business decisions through these stated approval relationships: Working-note summary: Henry approves external messages, commercial terms, invoices, and publication. Internal preparation should have one accountable owner and an explicit handoff. Verify current delegation for each live engagement.", "section": "People and governance" }, { "questionId": "b_people_agent_relationship", "text": "Support these human roles only within the supplied task scope and review arrangements: Working-note summary: specialists research and prepare outputs; the lead coordinates ownership and avoids duplicate work; Henry governs external commitments. Agent names or software choices may vary by deployment.", "section": "People and governance" }, { "questionId": "b_systems_precedence", "text": "Resolve conflicting business information using this supplied source precedence and review process: Suggested source rule: signed engagement terms and current owner decisions govern a live client project. Use the current approved offer sheet for commercial detail and the public website as a dated public reference. Log conflicts for Henry to resolve. A sample profile is a starting brief, not the authoritative operational database.", "section": "Systems and information" }, { "questionId": "b_automation_authority", "text": "Operate within these expressly stated agent permissions, scopes, limits, and approval conditions: Working-note summary: agents may research, score, summarize, and draft within the assigned task. Henry controls sending, sequence enrollment, invoices, publication, and prospect commitments. This profile does not activate routines or authorize access.", "section": "AI and automation" }, { "questionId": "b_automation_notifications", "text": "Use these supplied reporting and interruption preferences for business-agent work: Working-note summary: report meaningful changes, completed work, blockers, and decisions required. Establish cadence and volume limits with Henry. A schedule written in this sample remains inactive until configured and authorized.", "section": "AI and automation" }, { "questionId": "b_automation_context", "text": "Scope business context and retrieval according to these supplied information-handling preferences: Suggested retrieval order: current task and permission; applicable project bible; approved offer and voice rules; source evidence; relevant prior decisions. Load only the client and project context needed for the current work.", "section": "AI and automation" }, { "questionId": "b_measurement_format", "text": "Prepare business reports using these stated formats, definitions, and evidence expectations: Suggested report: period, definition, source, observed result, comparison, limitations, decision needed, owner, and next action. Keep targets distinct from measured outcomes. Show the date and scope of any website price or portfolio reference.", "section": "Measurement and planning" }, { "questionId": "b_continuity_stop", "text": "Pause or escalate business work under these stated conditions: Working-note summary: stop the affected action for missing rights, unsupported claims, conflicting prices, absent authority, inaccessible evidence, or a request to contact prospects outside the approved process. Preserve the prepared work and route a concise question to Henry.", "section": "Risk and continuity" }, { "questionId": "b_projects_context", "text": "Combine shared business guidance and project guidance according to these supplied scope and conflict-resolution rules: Suggested rule: identify the entity, client, and project at the start of each task. Read the applicable brief and permissions. Keep demonstration work, live engagements, and other projects separate.", "section": "Project bibles" }, { "questionId": "m_agency_revisions", "text": "Apply the supplied review and scope-change process. Identify extra work and obtain the designated approval before treating it as included. Suggested rule: verify the included revision allowance in the current engagement. Consolidate feedback through the named approver, distinguish corrections from scope additions, and obtain approval for added work.", "section": "Online services & agencies" }, { "questionId": "m_agency_account_access", "text": "Use only the account and material scope supplied for the current client, and follow the stated offboarding process. Suggested boundary: use only granted client access for the current engagement. Confirm what may be read, changed, or published. Keep one client’s information outside another client’s context.", "section": "Online services & agencies" }, { "questionId": "m_creative_creative_process", "text": "Support the specified creative-process tasks and preserve the author's stated decision and approval responsibilities. Suggested process aligned with the published practice: agree the audience and message; verify proof; develop the treatment; plan capture and derivative formats; produce; edit against the brief; review; deliver with the required rights and approvals.", "section": "Art & creative work" }, { "questionId": "m_creative_presentation_boundaries", "text": "Use the supplied presentation and provenance rules when writing about creative work or responding to commission requests. Suggested boundary: preserve approved names, credits, and claims. Obtain the needed consent for likeness, voice, testimonials, and public case-study use. Label synthetic concepts and illustrative work clearly.", "section": "Art & creative work" }, { "questionId": "m_ai_ai_roles", "text": "Use each AI role's stated context and authority when configuring assistance; preserve the named human fallback. Record 1\nAgent or AI capability: Suggested research specialist\nTask, audience and expected output: Prepare sourced opportunity or category research.\nModel, provider, tools and orchestration source: The chosen agent platform; installation unconfirmed.\nContext sources, memory and retrieval scope: Approved task, audience rubric, offer references, and current sources.\nAllowed actions and required approvals: Read and prepare within actual task permission; no prospect contact.\nResponsible human and fallback process: Henry or the assigned lead.\n\nRecord 2\nAgent or AI capability: Suggested writing specialist\nTask, audience and expected output: Draft briefs, narratives, and approved-purpose communications.\nModel, provider, tools and orchestration source: The chosen writing agent; configuration unconfirmed.\nContext sources, memory and retrieval scope: Audience, evidence, current voice guide, and requested output.\nAllowed actions and required approvals: Drafting only until the applicable release approval.\nResponsible human and fallback process: Henry or the assigned creative lead.", "section": "AI-powered business" }, { "questionId": "m_ai_evaluations", "text": "Evaluate AI behavior with the supplied cases, scoring method and pass thresholds; report failures against the stated criteria. Record 1\nEvaluation case and task: Illustrative prospect brief\nInput, context and conditions: A sourced launch announcement, dated offer reference, and an unverified budget guess.\nExpected behavior or reference output: Cite the launch evidence, mark budget unknown, identify relevant fit, and prepare a reviewable brief.\nUnacceptable behavior and severity: Invents budget, claims a booking, reuses an expired rate as current, or sends outreach.\nScoring method and pass threshold: Evidence traceability, correct unknowns, scope fit, and no external action.\nReviewer, cadence and regression suite: Henry or the task owner reviews before adopting the workflow.", "section": "AI-powered business" }, { "questionId": "m_ai_failure_handoffs", "text": "Apply the supplied AI failure and handoff rules, identifying the failed check and the human decision needed. Working-note summary: surface failed source retrieval, unclear authority, conflicting offers, duplicate prospect handling, and missing owner decisions. Continue only independent work that remains within the task scope.", "section": "AI-powered business" }, { "questionId": "m_ai_ai_customer_promises", "text": "Use the supplied customer-facing AI explanations and service promises; leave unsupported capabilities or guarantees unresolved. Suggested boundary: explain AI’s role in the specific engagement using approved language. Do not guarantee revenue, rankings, or model recommendations. Verify client consent and asset-processing rights before sending client material to another service.", "section": "AI-powered business" } ], "draft": { "schemaVersion": 1, "kind": "business", "answers": { "b_name": { "value": "Unicorn Studios (sample profile)", "status": "answered", "updatedAt": "2026-09-06T00:00:00.000Z" }, "b_modules": { "value": [ "Online services & agencies", "Art & creative work", "AI-powered business" ], "status": "answered", "updatedAt": "2026-09-06T00:00:00.000Z" }, "b_identity_summary": { "value": "Website reference, checked 6 September 2026: Unicorn Studios is a San Francisco creative studio offering brand narrative, film, websites, and ongoing marketing. The work connects a documented message to production and distribution. Source: https://www.unicornstudios.ai/. This is an editable sample, not an approved operational or financial record.", "status": "answered", "updatedAt": "2026-09-06T00:00:00.000Z" }, "b_identity_respondent": { "value": "SAMPLE PROFILE prepared for Henry Finn at his request. Public offer facts come from unicornstudios.ai, checked 6 September 2026. Working rules are summarized from the studio’s September BOT CREW offer, voice, audience, and handoff notes. Proposed processes and the demonstration project are explicitly labeled. The selected business modules describe the services and agent-assisted operations relevant to this example. Headcount, revenue, live pipeline, customer data, signed contracts, and credentials are unfilled.", "status": "answered", "updatedAt": "2026-09-06T00:00:00.000Z" }, "b_identity_markets": { "value": "Website reference: San Francisco base, production in San Francisco and Los Angeles, and work on location worldwide. Confirm actual travel costs, availability, and project requirements before making a commitment. Source: https://www.unicornstudios.ai/.", "status": "answered", "updatedAt": "2026-09-06T00:00:00.000Z" }, "b_strategy_purpose": { "value": "Reference-based: help a client establish a supportable brand message and express it consistently through film, web, and marketing. Henry’s current writing rules favor concrete claims, evidence, and useful outputs. Sources: studio homepage and the supplied writing instructions.", "status": "answered", "updatedAt": "2026-09-06T00:00:00.000Z" }, "b_strategy_position": { "value": "Reference-based: narrative direction and production are closely connected, with Henry accountable for the creative direction. Use the actual portfolio and defined process to explain fit. Avoid unsupported comparisons, invented awards, or guarantees of commercial results. Source: https://www.unicornstudios.ai/finn.", "status": "answered", "updatedAt": "2026-09-06T00:00:00.000Z" }, "b_strategy_tradeoffs": { "value": "Working-note summary: respect confirmed capacity and preserve creative quality. Choose work with a clear buyer need, relevant offer, actual deadline, and verified access to the decision-maker. A proposed revenue opportunity does not override the current offer scope or permission to contact people.", "status": "answered", "updatedAt": "2026-09-06T00:00:00.000Z" }, "b_strategy_exclusions": { "value": "Working-note summary: unsupported prospect claims, invented prices, unsolicited agent sending, and unapproved public commitments are outside the agent’s authority. Keep confidential investor work with Henry. Confirm current exclusions before evaluating a new segment.", "status": "answered", "updatedAt": "2026-09-06T00:00:00.000Z" }, "b_strategy_constraints": { "value": "Unknown operational inputs: current calendar, available crew, cash position, contracted obligations, and approved tool budgets. Published production limits and founding-rate availability require a current check. Pause a promise that depends on information the agent cannot verify.", "status": "answered", "updatedAt": "2026-09-06T00:00:00.000Z" }, "b_customers_bestfit": { "value": "Working-note summary: launch-oriented technology and consumer brands with an identifiable marketing decision-maker; agencies and producers requiring a production partner; event teams with a defined capture need. Use dated evidence for fit. Treat the segment descriptions as targeting guidance, not a list of existing customers.", "status": "answered", "updatedAt": "2026-09-06T00:00:00.000Z" }, "b_customer_segments": { "value": [ { "b_customer_segments_name": "Funded startups preparing a launch", "b_customer_segments_buyer": "Founder, CMO, VP Marketing, or Head of Brand", "b_customer_segments_context": "A funded company with a credible launch or rebrand signal and a message that needs development.", "b_customer_segments_needs": "A coherent narrative and appropriate film, site, or ongoing content support.", "b_customer_segments_triggers": "A verified raise, launch announcement, rebrand, or newly appointed marketing leader.", "b_customer_segments_constraints": "Confirm budget, procurement, timing, and authority; no budget inference from a funding headline alone.", "b_customer_segments_channels": "Public company sources and prospect research prepared for Henry’s review.", "b_customer_segments_evidence": "September 2026 BOT CREW audience rubrics; working targeting criteria." }, { "b_customer_segments_name": "Agencies and producers needing capacity", "b_customer_segments_buyer": "Executive producer, production lead, agency owner, or creative director", "b_customer_segments_context": "A production partner is needed for a specific shoot or edit scope.", "b_customer_segments_needs": "Reliable crew or editing capacity while preserving the agency’s client relationship.", "b_customer_segments_triggers": "A verified production need or approved partner request.", "b_customer_segments_constraints": "Agency relationship ownership, scope, dates, and commercial approval.", "b_customer_segments_channels": "Existing partner relationships and evidence-backed research.", "b_customer_segments_evidence": "September 2026 audience rubrics and public agency page." } ], "status": "answered", "updatedAt": "2026-09-06T00:00:00.000Z" }, "b_customers_journey": { "value": "Suggested operating map: inquiry or researched opportunity; fit review; discovery; offer selection; approved scope; agreement and required deposit; intake; production milestones; review; delivery; follow-up. Confirm the actual CRM stage definitions before updating records.", "status": "answered", "updatedAt": "2026-09-06T00:00:00.000Z" }, "b_customers_research": { "value": "Working-note summary: record the company, observed trigger, source URL, date checked, relevant buyer role, and why the offer fits. Keep unsupported conclusions out of the recommendation. Show a failed source fetch as a research gap.", "status": "answered", "updatedAt": "2026-09-06T00:00:00.000Z" }, "b_catalog": { "value": [ { "b_catalog_name": "Narrative Sprint", "b_catalog_identifier": "Sample catalog: sprint", "b_catalog_audience": "Brands needing a defined message before production.", "b_catalog_description": "A two-week engagement to define the narrative and supporting evidence.", "b_catalog_included": "Narrative document, message architecture, film treatment, and AI-visibility baseline.", "b_catalog_excluded": "Production is a separate engagement; validate current revision and guarantee terms before quoting.", "b_catalog_delivery": "Two weeks, with a handover session.", "b_catalog_availability": "Founding-rate availability must be checked.", "b_catalog_dependencies": "Intake, access to appropriate client stakeholders and evidence.", "b_catalog_owner": "Henry Finn; confirm delegation.", "b_catalog_source": "https://www.unicornstudios.ai/sprint" }, { "b_catalog_name": "Story Engine", "b_catalog_identifier": "Sample catalog: engine", "b_catalog_audience": "Brands with an agreed narrative that need recurring content and measurement.", "b_catalog_description": "Ongoing marketing built around a production library and consistent messaging.", "b_catalog_included": "Monthly content, narrative direction, and AI-visibility reporting; quarterly shoot planning.", "b_catalog_excluded": "Final channel coverage, quantities, rights, and extra production belong in the signed scope.", "b_catalog_delivery": "Monthly delivery; quarterly minimum as published.", "b_catalog_availability": "Confirm capacity before proposing a start date.", "b_catalog_dependencies": "An approved narrative and client review process.", "b_catalog_owner": "Henry Finn with assigned production support.", "b_catalog_source": "https://www.unicornstudios.ai/story-engine" }, { "b_catalog_name": "Web design and build", "b_catalog_identifier": "Sample catalog: web", "b_catalog_audience": "Brands needing a lead-generation website, storefront, campaign site, or custom application.", "b_catalog_description": "Structure and copy are developed before design and implementation.", "b_catalog_included": "Scope-dependent website build; public examples include Shopify, WooCommerce, and custom platforms.", "b_catalog_excluded": "Hosting, maintenance, integrations, migration, and revision limits require an explicit scope.", "b_catalog_delivery": "Quoted per project.", "b_catalog_availability": "Confirm actual team and timeline.", "b_catalog_dependencies": "Approved content, assets, access, and acceptance criteria.", "b_catalog_owner": "Assigned project owner, approved by Henry.", "b_catalog_source": "https://www.unicornstudios.ai/web-design" }, { "b_catalog_name": "Film and campaign production", "b_catalog_identifier": "Sample catalog: film", "b_catalog_audience": "Brands with a defined launch or campaign.", "b_catalog_description": "Brand or launch film and agreed derivative formats.", "b_catalog_included": "Deliverables depend on the treatment, production plan, and approved scope.", "b_catalog_excluded": "Usage rights, travel, crew, post-production, and derivatives need confirmation.", "b_catalog_delivery": "Project-specific.", "b_catalog_availability": "Check production calendar and client readiness.", "b_catalog_dependencies": "Narrative, treatment, budget, releases, and approved schedule.", "b_catalog_owner": "Henry Finn.", "b_catalog_source": "https://www.unicornstudios.ai/" }, { "b_catalog_name": "Agency production support", "b_catalog_identifier": "Sample catalog: agency", "b_catalog_audience": "Agencies and producers needing a production partner.", "b_catalog_description": "White-label production or rush editing under an agreed partner arrangement.", "b_catalog_included": "Project-specific shoot or edit capacity.", "b_catalog_excluded": "Direct client contact requires the agency’s approval.", "b_catalog_delivery": "Confirmed partner dates and scope.", "b_catalog_availability": "Check current availability.", "b_catalog_dependencies": "Agency brief and approval route.", "b_catalog_owner": "Henry Finn.", "b_catalog_source": "https://www.unicornstudios.ai/agencies" } ], "status": "answered", "updatedAt": "2026-09-06T00:00:00.000Z" }, "b_offers_selection": { "value": "Suggested decision rule: identify the customer’s immediate problem and readiness. Use a sprint when the message needs definition; discuss the engine when a narrative and recurring need are established; scope a site or production engagement around the actual deliverables. Ask Henry to resolve exceptions.", "status": "answered", "updatedAt": "2026-09-06T00:00:00.000Z" }, "b_offers_claims": { "value": "Working-note summary: portfolio credits and case-study outcomes are source claims requiring appropriate context. Check the exact role, client permission, measurement basis, and recency before reusing a number. Case-study performance never guarantees the same result for another client.", "status": "answered", "updatedAt": "2026-09-06T00:00:00.000Z" }, "b_offers_quality": { "value": "Suggested review standard: the output communicates the agreed claim, includes the right evidence, matches the brief, has verified names and figures, and is delivered in the contracted formats. Henry or the named approver signs off on release.", "status": "answered", "updatedAt": "2026-09-06T00:00:00.000Z" }, "b_price_records": { "value": [ { "b_price_records_offer": "Narrative Sprint", "b_price_records_amount": "USD 5,000 founding rate; USD 8,500 subsequent published rate", "b_price_records_unit": "Per engagement", "b_price_records_tax": "Unconfirmed", "b_price_records_included": "Refer to the current sprint specification.", "b_price_records_extras": "Unconfirmed; obtain an approved quote.", "b_price_records_validity": "Website snapshot 6 September 2026; founding availability is unverified.", "b_price_records_owner": "Henry Finn", "b_price_records_source": "https://www.unicornstudios.ai/sprint" }, { "b_price_records_offer": "Story Engine", "b_price_records_amount": "USD 12,500–50,000", "b_price_records_unit": "Per month, scope-dependent", "b_price_records_tax": "Unconfirmed", "b_price_records_included": "Refer to the agreed monthly scope.", "b_price_records_extras": "Confirm channel, production, and market coverage.", "b_price_records_validity": "Website snapshot 6 September 2026; confirm current quote.", "b_price_records_owner": "Henry Finn", "b_price_records_source": "https://www.unicornstudios.ai/story-engine" }, { "b_price_records_offer": "Web design and build", "b_price_records_amount": "Quote required", "b_price_records_unit": "Per approved project scope", "b_price_records_tax": "Unconfirmed", "b_price_records_validity": "Website snapshot 6 September 2026.", "b_price_records_owner": "Henry Finn", "b_price_records_source": "https://www.unicornstudios.ai/web-design" }, { "b_price_records_offer": "Launch film / hero campaign", "b_price_records_amount": "Launch film from USD 65,000; hero campaign USD 100,000–150,000", "b_price_records_unit": "Per approved production scope", "b_price_records_tax": "Unconfirmed", "b_price_records_validity": "Website snapshot 6 September 2026; confirm capacity and quote.", "b_price_records_owner": "Henry Finn", "b_price_records_source": "https://www.unicornstudios.ai/" } ], "status": "answered", "updatedAt": "2026-09-06T00:00:00.000Z" }, "b_pricing_quotes": { "value": "Working-note summary: Henry approves prices, discounts, scope changes, and commitments. Cite the current offer source and effective date. Public ranges are context for qualification; a proposal needs a current approved quote. The internal September offer sheet includes time-limited packages that should be confirmed rather than silently substituted into public offers.", "status": "answered", "updatedAt": "2026-09-06T00:00:00.000Z" }, "b_pricing_payments": { "value": "Website snapshot: the sprint publishes a 50% deposit to start; the engine publishes a quarterly minimum billed monthly in advance. Confirm the agreement, tax treatment, payment dates, cancellation terms, and any exception before invoicing. Sources: /sprint and /story-engine, checked 6 September 2026.", "status": "answered", "updatedAt": "2026-09-06T00:00:00.000Z" }, "b_pricing_commitments": { "value": "Working-note summary: agents may prepare proposal drafts. Henry approves any external price, scope, delivery date, invoice, or commercial promise. This sample creates no standing authority.", "status": "answered", "updatedAt": "2026-09-06T00:00:00.000Z" }, "b_brand_description": { "value": "Reference-based: a studio combining strategic narrative work with film, websites, and recurring marketing. Explain the customer problem, the actual work, and the relevant evidence in direct language.", "status": "answered", "updatedAt": "2026-09-06T00:00:00.000Z" }, "b_brand_tone": { "value": "Working-note summary: direct, specific, calm, and grounded in evidence. Write for the recipient and the actual task. Apply Henry’s current anti-cliché writing instructions when older brand material uses a conflicting style.", "status": "answered", "updatedAt": "2026-09-06T00:00:00.000Z" }, "b_brand_language": { "value": "Shared writing preference and voice-note summary: use ordinary words, complete causal explanations, and concrete details. Remove generic compliments, dramatic contrasts, fake revelations, vague superlatives, and inflated categories. Keep source facts intact while rewriting older promotional language.", "status": "answered", "updatedAt": "2026-09-06T00:00:00.000Z" }, "b_brand_representation": { "value": "Working-note summary: agents can draft in the approved studio voice for review. Henry remains the sender and decision-maker for prospect communication and commitments. Keep the agent’s own identity distinct from Henry’s.", "status": "answered", "updatedAt": "2026-09-06T00:00:00.000Z" }, "b_brand_reviews": { "value": "Suggested checklist: verify offer, audience, evidence, tone, permissions, dates, rights, and the requested next action. Show an unsupported claim or missing approval clearly. Record the approver for material that is released.", "status": "answered", "updatedAt": "2026-09-06T00:00:00.000Z" }, "b_marketing_content": { "value": "Suggested procedure: start with the approved narrative and a defined audience question. Choose a format based on the channel and available assets. Record the evidence, rights, distribution owner, and review status. Measure the appropriate result with a dated source.", "status": "answered", "updatedAt": "2026-09-06T00:00:00.000Z" }, "b_marketing_actions": { "value": "Working-note summary: research and draft preparation can support a requested task. Sending outreach, enrolling sequences, and publishing content require Henry’s explicit authorization. Reading this sample grants none of those permissions.", "status": "answered", "updatedAt": "2026-09-06T00:00:00.000Z" }, "b_sales_qualification": { "value": "Working-note summary: evaluate verified trigger, relevant buyer, actual need, timing, offer fit, and known constraints. Provide source URLs and mark uncertainty. Research recommendations enter a review queue; they do not become approved outreach automatically.", "status": "answered", "updatedAt": "2026-09-06T00:00:00.000Z" }, "b_sales_discovery": { "value": "Suggested discovery agenda: what is launching, who must act, what the audience currently misunderstands, what proof exists, required assets and channels, decision owner, budget process, timing, and approval dependencies.", "status": "answered", "updatedAt": "2026-09-06T00:00:00.000Z" }, "b_sales_proposals": { "value": "Suggested proposal structure: objective, confirmed facts, unresolved assumptions, included deliverables, exclusions, schedule, client responsibilities, usage rights, pricing source, review process, acceptance evidence, and named approver. Keep a draft status until approved.", "status": "answered", "updatedAt": "2026-09-06T00:00:00.000Z" }, "b_sales_handoff": { "value": "Working-note summary: hand off context, the authoritative brief, source locations, open questions, owner, and next action. Preserve boundaries between research, copy preparation, and authorized sending. Confirm the applicable engagement and deposit status before treating a project as booked.", "status": "answered", "updatedAt": "2026-09-06T00:00:00.000Z" }, "b_operating_workflows": { "value": [ { "b_operating_workflows_name": "Suggested workflow: engagement intake", "b_operating_workflows_trigger": "An approved engagement is ready for intake.", "b_operating_workflows_owner": "Henry or the assigned project lead.", "b_operating_workflows_inputs": "Signed scope, confirmed payment status, client decision owner, audience, evidence, assets, and deadlines.", "b_operating_workflows_steps": "1. Verify scope and prerequisites.\n2. Create a project bible.\n3. Collect evidence and asset rights.\n4. Establish review checkpoints.\n5. Confirm the production or build plan.", "b_operating_workflows_output": "An approved brief and an actionable project plan.", "b_operating_workflows_checks": "Scope, owner, dates, dependencies, and acceptance criteria agree with the source documents.", "b_operating_workflows_exceptions": "Conflicting facts, missing approval, or unknown rights stop the affected step.", "b_operating_workflows_permissions": "Prepare internal materials within a requested task; external commitments require approval.", "b_operating_workflows_source": "Suggested sample procedure based on the published offer flow." }, { "b_operating_workflows_name": "Working-note summary: agent handoff", "b_operating_workflows_trigger": "A specialist finishes a bounded task or identifies a blocker.", "b_operating_workflows_owner": "One accountable lead with assigned specialists.", "b_operating_workflows_inputs": "Task contract, source evidence, output location, status, and owner.", "b_operating_workflows_steps": "Write within the assigned work area; provide a concise context note and output location; identify the next owner; avoid editing another owner’s records; show source failures explicitly.", "b_operating_workflows_output": "A traceable handoff with next action and responsibility.", "b_operating_workflows_checks": "Evidence is reachable, work is scoped, duplicate contact is avoided, and no unapproved sending occurred.", "b_operating_workflows_exceptions": "Unreachable sources or disputed ownership are reported to the lead.", "b_operating_workflows_permissions": "Research and preparation follow the current task; Henry approves external action.", "b_operating_workflows_source": "September 2026 BOT CREW handoff notes." } ], "status": "answered", "updatedAt": "2026-09-06T00:00:00.000Z" }, "b_operations_capacity": { "value": "Website reference: the founder describes a limited simultaneous production load. Confirm actual availability, crew coverage, and client dependencies before accepting dates. Source: https://www.unicornstudios.ai/finn.", "status": "answered", "updatedAt": "2026-09-06T00:00:00.000Z" }, "b_operations_changes": { "value": "Suggested procedure: compare a change request with the approved scope, estimate its effect on schedule and cost, record the decision, and obtain the appropriate approval before committing to the change.", "status": "answered", "updatedAt": "2026-09-06T00:00:00.000Z" }, "b_people_approval": { "value": "Working-note summary: Henry approves external messages, commercial terms, invoices, and publication. Internal preparation should have one accountable owner and an explicit handoff. Verify current delegation for each live engagement.", "status": "answered", "updatedAt": "2026-09-06T00:00:00.000Z" }, "b_people_working": { "value": "Shared preference and working-note summary: use concise updates, concrete files or artifacts, dated evidence, and named owners. Continue useful independent work through a recoverable blocker. Keep repeated acknowledgement messages out of the workflow.", "status": "answered", "updatedAt": "2026-09-06T00:00:00.000Z" }, "b_people_agent_relationship": { "value": "Working-note summary: specialists research and prepare outputs; the lead coordinates ownership and avoids duplicate work; Henry governs external commitments. Agent names or software choices may vary by deployment.", "status": "answered", "updatedAt": "2026-09-06T00:00:00.000Z" }, "b_systems_precedence": { "value": "Suggested source rule: signed engagement terms and current owner decisions govern a live client project. Use the current approved offer sheet for commercial detail and the public website as a dated public reference. Log conflicts for Henry to resolve. A sample profile is a starting brief, not the authoritative operational database.", "status": "answered", "updatedAt": "2026-09-06T00:00:00.000Z" }, "b_systems_access": { "value": "Suggested sample boundary: systems, credentials, account permissions, and client data have to be supplied in the receiving environment. Never claim access from a tool name in this profile. Keep secrets out of exported questionnaires.", "status": "answered", "updatedAt": "2026-09-06T00:00:00.000Z" }, "b_automation_authority": { "value": "Working-note summary: agents may research, score, summarize, and draft within the assigned task. Henry controls sending, sequence enrollment, invoices, publication, and prospect commitments. This profile does not activate routines or authorize access.", "status": "answered", "updatedAt": "2026-09-06T00:00:00.000Z" }, "b_automation_handoffs": { "value": "Working-note summary: define one writer for each shared operational record, separate specialist outputs, and transfer concise context with the result location. Flag stale evidence and failed sources before reporting an empty result.", "status": "answered", "updatedAt": "2026-09-06T00:00:00.000Z" }, "b_automation_evaluation": { "value": "Suggested evaluation: test a qualified prospect, an unsupported claim, a duplicate, a changed rate, a missing source, and an unauthorized sending request. Expected behavior is evidence-backed preparation, explicit uncertainty, correct owner handoff, and observance of action boundaries.", "status": "answered", "updatedAt": "2026-09-06T00:00:00.000Z" }, "b_automation_notifications": { "value": "Working-note summary: report meaningful changes, completed work, blockers, and decisions required. Establish cadence and volume limits with Henry. A schedule written in this sample remains inactive until configured and authorized.", "status": "answered", "updatedAt": "2026-09-06T00:00:00.000Z" }, "b_automation_context": { "value": "Suggested retrieval order: current task and permission; applicable project bible; approved offer and voice rules; source evidence; relevant prior decisions. Load only the client and project context needed for the current work.", "status": "answered", "updatedAt": "2026-09-06T00:00:00.000Z" }, "b_knowledge_original": { "value": "Reference-based: the studio produces narrative documents, treatments, film, web work, and marketing assets. Ownership and permitted reuse depend on actual agreements. Verify those terms before describing an asset as reusable.", "status": "answered", "updatedAt": "2026-09-06T00:00:00.000Z" }, "b_knowledge_gaps": { "value": "Unconfirmed: legal contracting entity, headcount, current capacity, approved budgets, live client roster, CRM configuration, campaign results, financial records, and current availability of founding offers. Ask targeted questions before a task relies on them.", "status": "answered", "updatedAt": "2026-09-06T00:00:00.000Z" }, "b_measurement_format": { "value": "Suggested report: period, definition, source, observed result, comparison, limitations, decision needed, owner, and next action. Keep targets distinct from measured outcomes. Show the date and scope of any website price or portfolio reference.", "status": "answered", "updatedAt": "2026-09-06T00:00:00.000Z" }, "b_measurement_forecasts": { "value": "Suggested boundary: build a forecast only from supplied assumptions and observed inputs. Label the scenario, show the calculation, and separate booked work, cash received, pipeline, and proposed targets.", "status": "answered", "updatedAt": "2026-09-06T00:00:00.000Z" }, "b_continuity_stop": { "value": "Working-note summary: stop the affected action for missing rights, unsupported claims, conflicting prices, absent authority, inaccessible evidence, or a request to contact prospects outside the approved process. Preserve the prepared work and route a concise question to Henry.", "status": "answered", "updatedAt": "2026-09-06T00:00:00.000Z" }, "b_project_bibles": { "value": [ { "b_project_bibles_name": "Demonstration project: new product launch narrative", "b_project_bibles_identifier": "DEMO-ONLY-001", "b_project_bibles_purpose": "Show how an agent-ready project bible describes a Narrative Sprint engagement.", "b_project_bibles_audience": "A fictional launch team; no real client is represented.", "b_project_bibles_owner": "Henry Finn as suggested studio approver; client approver to be named.", "b_project_bibles_stakeholders": "Suggested roles: studio lead, client decision-maker, researcher, writer, and production planner. No actual contacts included.", "b_project_bibles_status": "Illustrative template, 6 September 2026. No engagement booked or approved.", "b_project_bibles_scope": "Suggested: intake, evidence review, candidate narrative evaluation, message structure, treatment, and handover.", "b_project_bibles_exclusions": "No booked production, live outreach, media spend, or signed client commitment.", "b_project_bibles_deliverables": "Suggested: narrative brief, message hierarchy, treatment, evidence index, unresolved questions, and handover checklist.", "b_project_bibles_acceptance": "Suggested: claims trace to evidence; deliverables meet the agreed brief; rights and unresolved assumptions are visible; named client and studio approvers accept the work.", "b_project_bibles_milestones": "Relative example: intake; research; direction review; draft review; handover. Live dates require the contract and calendar.", "b_project_bibles_dependencies": "Signed scope, verified payment status, named approver, customer evidence, asset rights, and access.", "b_project_bibles_budget": "No approved budget. Public rate references elsewhere in this sample are not a spending authorization.", "b_project_bibles_resources": "Assign staff and tools after confirming actual availability.", "b_project_bibles_standards": "Apply current studio voice, accessible deliverable formats, source traceability, and agreed technical requirements.", "b_project_bibles_risks": "Unclear audience, unsupported claim, unavailable reviewer, uncertain rights, and expanding scope; escalate before making a commitment.", "b_project_bibles_sources": "https://www.unicornstudios.ai/sprint plus the future signed engagement and approved client brief.", "b_project_bibles_decisions": "No client decisions recorded. This is a proposed example.", "b_project_bibles_nextactions": "Confirm the real engagement, replace fictional placeholders, verify scope and budget, and name the reviewers.", "b_project_bibles_permissions": "Prepare a draft when requested. Henry must approve external action; client approvals must be verified.", "b_project_bibles_confidentiality": "Curated demonstration only. Add actual client information solely in an approved project context.", "b_project_bibles_reporting": "Suggested: milestone-based updates to the named project owner.", "b_project_bibles_review": "Prepared 6 September 2026; review before operational use." } ], "status": "answered", "updatedAt": "2026-09-06T00:00:00.000Z" }, "b_projects_context": { "value": "Suggested rule: identify the entity, client, and project at the start of each task. Read the applicable brief and permissions. Keep demonstration work, live engagements, and other projects separate.", "status": "answered", "updatedAt": "2026-09-06T00:00:00.000Z" }, "b_projects_completion": { "value": "Suggested completion check: required outputs exist, acceptance evidence is attached, named reviewers have approved, open obligations are recorded, final locations are reachable, and reusable learning is captured within its permitted scope.", "status": "answered", "updatedAt": "2026-09-06T00:00:00.000Z" }, "m_agency_revisions": { "value": "Suggested rule: verify the included revision allowance in the current engagement. Consolidate feedback through the named approver, distinguish corrections from scope additions, and obtain approval for added work.", "status": "answered", "updatedAt": "2026-09-06T00:00:00.000Z" }, "m_agency_account_access": { "value": "Suggested boundary: use only granted client access for the current engagement. Confirm what may be read, changed, or published. Keep one client’s information outside another client’s context.", "status": "answered", "updatedAt": "2026-09-06T00:00:00.000Z" }, "m_creative_creative_process": { "value": "Suggested process aligned with the published practice: agree the audience and message; verify proof; develop the treatment; plan capture and derivative formats; produce; edit against the brief; review; deliver with the required rights and approvals.", "status": "answered", "updatedAt": "2026-09-06T00:00:00.000Z" }, "m_creative_presentation_boundaries": { "value": "Suggested boundary: preserve approved names, credits, and claims. Obtain the needed consent for likeness, voice, testimonials, and public case-study use. Label synthetic concepts and illustrative work clearly.", "status": "answered", "updatedAt": "2026-09-06T00:00:00.000Z" }, "m_ai_ai_roles": { "value": [ { "m_ai_ai_roles_role": "Suggested research specialist", "m_ai_ai_roles_job": "Prepare sourced opportunity or category research.", "m_ai_ai_roles_stack": "The chosen agent platform; installation unconfirmed.", "m_ai_ai_roles_context": "Approved task, audience rubric, offer references, and current sources.", "m_ai_ai_roles_authority": "Read and prepare within actual task permission; no prospect contact.", "m_ai_ai_roles_owner": "Henry or the assigned lead." }, { "m_ai_ai_roles_role": "Suggested writing specialist", "m_ai_ai_roles_job": "Draft briefs, narratives, and approved-purpose communications.", "m_ai_ai_roles_stack": "The chosen writing agent; configuration unconfirmed.", "m_ai_ai_roles_context": "Audience, evidence, current voice guide, and requested output.", "m_ai_ai_roles_authority": "Drafting only until the applicable release approval.", "m_ai_ai_roles_owner": "Henry or the assigned creative lead." } ], "status": "answered", "updatedAt": "2026-09-06T00:00:00.000Z" }, "m_ai_evaluations": { "value": [ { "m_ai_evaluations_case": "Illustrative prospect brief", "m_ai_evaluations_input": "A sourced launch announcement, dated offer reference, and an unverified budget guess.", "m_ai_evaluations_expected": "Cite the launch evidence, mark budget unknown, identify relevant fit, and prepare a reviewable brief.", "m_ai_evaluations_failure": "Invents budget, claims a booking, reuses an expired rate as current, or sends outreach.", "m_ai_evaluations_measure": "Evidence traceability, correct unknowns, scope fit, and no external action.", "m_ai_evaluations_review": "Henry or the task owner reviews before adopting the workflow." } ], "status": "answered", "updatedAt": "2026-09-06T00:00:00.000Z" }, "m_ai_failure_handoffs": { "value": "Working-note summary: surface failed source retrieval, unclear authority, conflicting offers, duplicate prospect handling, and missing owner decisions. Continue only independent work that remains within the task scope.", "status": "answered", "updatedAt": "2026-09-06T00:00:00.000Z" }, "m_ai_ai_customer_promises": { "value": "Suggested boundary: explain AI’s role in the specific engagement using approved language. Do not guarantee revenue, rankings, or model recommendations. Verify client consent and asset-processing rights before sending client material to another service.", "status": "answered", "updatedAt": "2026-09-06T00:00:00.000Z" } }, "sectionId": "b_section_identity" } }