Presenter guide
Both founders’ run orders as deep links into the product. Every URL exists in both worlds and both designs — flip a toggle and the whole route swaps. Honesty rule: the flows are real, the data and AI output are staged.
Cast in this world: Priya Desai (Senior Wealth Advisor) · Renata Voss (Senior Partner · Program Operator) · Arbor Wealth Partners. Gary’s “Derek” assignment beat targets Derek Okafor.
Gary’s run — operator-first
The day-in-the-life: assign → interview → triage at scale → live rule → series → honest telemetry.
- 1Beat 1 · Personification (spoken)“A content strategist, a ghostwriter, and a compliance-and-brand reviewer, already working together.”
- 2Assign the topiccanvas cardHome canvas → “Assign a topic” card. One confirmation: topic, angle, due Friday. No brief to write.
- 3The employee's 11 minutescanvas cardEmployee home → assignment card → three questions, one at a time → three drafts, one batch submission.
- 4Beat 2 · Approved / flagged side-by-side14 overnight · 11 clean · 3 flagged, two for the same reason — with the compliance-memory precedent. Say nothing extra.
- 5Beat 4 · Live guardrail changetype it liveType the rule in plain language. Watch the queue re-check instantly — including the one draft that was clean yesterday. The cost is stated plainly.
- 6Beat 3 · The content enginedock chipDock chip on the calendar: “Plan a series” → 4 sub-angles + 1 intentional personal post, spaced across weeks.
- 7Beat 5 · Back onto the platformIntegrations: prompts delivered in Slack/text, replies land in the vault with receipts. (Slack mockup below.)
- 8Program telemetry (honest)Utilization, volume, open items. Reach is deliberately absent — “we'd rather show you nothing than a number we can't stand behind.”
- 9The autonomy beatCalendar, this week: the Wednesday personal post auto-published inside its review window — nothing stalled.
- Beats 6–7 · Pipeline honesty + relief close (spoken)“We're not promising a new source of business. We're making sure the one you've already got doesn't go quiet.”
Laura’s run — employee-first
Priya at the center; the operator side as proof, not the star.
- Open (spoken)“The problem was never that people have nothing to say…” + the prototype honesty line: flows are real, data and AI output are staged.
- 2THE ARC · prompt → her take → verdict → three angles → scheduledSignals & prompts tab, lead item. Orbitwell came to her. She types one real sentence; the verdict names the three profile attributes it rests on; three intents come out; one lands on the week. This is the demo — run it before any tour.
- 3em-voice · The brand profile the verdict just citedNamed attributes with where each came from and its privacy tier, plus the trust ladder — it earns the deeper material rather than asking on day one.
- 4em-settings · Who decides what, per stageFive stages, three modes, all defaulting to recommend-and-verify. Move ONE to auto-advance live and let them watch the “verifies” column strike through.
- 5em-vault · The story vault, as capturedSpecific moments, gathered over months via Slack/chat/calls. Pause: “would your people actually open up about this?”
- 6em-home · A familiar chat, not a formem-draft via cardThe canvas already knows what's happening and has a post ready — open “Today's draft” and read one line aloud.
- 7em-cal · Her week, already filledA mix, not just business — one post isn't about work at all. That's on purpose.
- 8em-nudge · Wherever she already isIntegrations + delivery log. Pause: “is this closer to how much effort your people would actually put in?”
- 9op-home · Control, without the bottleneckOne clean, one flagged, side by side. Say nothing. Let it sit.
- 10Set it once, going forwardGuardrails: a rule applies going forward; pending drafts re-check; published posts stay put. Plus the privacy promise.
- 11op-cal · Who's posting, what's comingThe team's cadence, always full, self-refilling.
- 12op-analytics · Proof this is workingProgram health up top; the 7× / 561% / 53% research stats (sourced, market data) for the close.
- Close + the ask (spoken)Three questions, then stop talking. “We're choosing a small group of companies to help shape this…”
Artifact · how a nudge lands in Slack
Show this when the integrations page needs a concrete picture. In product, only the Integrations feature exists — channels and the delivery log — never a mocked Slack UI.
#arbor-content
Mockup · how a nudge landsOrbitwell · Tue 9:02 AM
You mentioned during onboarding that you coach your daughter's soccer team. Anything from this week worth sharing? It doesn't need to connect to the business.
Priya Desai · 9:11 AM
We lost 5–0 Saturday and two of my players cried at halftime. Monday we skipped drills and just talked about what it feels like to lose in front of people. Honestly the best practice we've had all season.
Orbitwell · 9:14 AM
Story captured → your vault. Draft ready when you are.