Marketing funnel
Capture interest and assign the next response.
Product B · The systems guide
Seven workflows. Someone owns every one.
Your team already has customers. The missed follow-up, buried inbox message, and stale quote are operational problems. This guide puts the work in order and gives every agent a named owner, backup, and handoff.
One-time, selectable-text PDF · Seven workflows · Templates and checklists
SYSTEM / 01-07OWNER → BACKUP → HANDOFF
01Marketing funnel↗
02Inbox triage↗
03Quote chase↗
04Calendar↗
05Money watch↗
06Knowledge librarian↗
07Weekly scorecard↗
Human approval at every send, submit, and payment.MONDAY QA / ACTIVE
The real starting point
Automation cannot own a missed handoff.
An agent can draft and sort, but someone must notice when a lead waits, a quote stalls, or a customer needs judgment. This guide starts with the marketing funnel, then moves through the recurring work in the order it tends to break.
Use each chapter to decide what the agent prepares, what the owner checks, when the backup takes over, and what stays human.
Inside the guide
A working system, one workflow at a time.
Start with one department. Make the handoff visible. Add the next workflow only after the first has an owner and a review rhythm.
Inbox triage
Sort shared messages and route uncertain cases.
Quote chase
Prepare follow-ups before proposals go cold.
Calendar
Surface conflicts and confirm the human decision.
Money watch
Review local, read-only signals; never auto-pay.
Knowledge librarian
Keep decisions, sources, and answers findable.
Weekly scorecard
Review exceptions, owners, and quiet drift.
Every chapter makes the same decisions explicit.
Named owner and backup. Trigger and handoff. A daily check, a weekly QA question, and the point where a human must click.
What you can use immediately
Ownership cards, sample prompts, a tear-out checklist, and a human-click rules card. Money watch stays local and read-only.
THE NEXT STEP 02 / BLUEPRINT
When the workflows need architecture
Take the working map into Blueprint.
The $97 Blueprint goes deeper into agent roles, model routing, memory, setup choices, and operating practices. Your eligible $27 guide purchase gives one $27 credit: use the private link in your delivery email to pay $70.
One guide credit per Blueprint. Buying both guides does not stack credits. Spark subscriptions are separate.
Choose by the job
Still deciding what to sell?
The Solopreneur Starter helps one person research demand and test an offer. Spark is a separate live Telegram agent for $19/month.
Company-wide systems
Need a broader operating system?
Alien Cortex develops aBOS around named owners, weekly QA, and human approvals. Luminary buyers receive 5% off Alien Cortex plus eligible Luminary purchase credit.
Before you buy
Practical answers
Is this a live agent?
No. This is a $27 educational PDF. Spark is the live Telegram agent.
Can an agent send messages or pay invoices?
The guide uses assist mode: agents can prepare drafts and flag decisions. A human approves external messages, submissions, and payments. The money-watch workflow uses local, read-only inputs.
Does it guarantee time or staffing savings?
No. It gives your team a way to assign responsibility and review outcomes. Results depend on the work, systems, and follow-through.