Build Task Plan and Workflow

AAVATTYPE: BUILD TASK PLAN AND WORKFLOW The ordered, dependency-aware plan to launch AAVATtype (the Caregiver-led personality engine), with owners and what Claude Code can do at each step. Created 7 June 2026. Companion strategy doc: aavattype_b2c. Source business model: the Google Docs (Personality Engine plan, task list, Avatar Gallery LoRA plan). Shareable Google Doc: “AAVATtype: Build Task Plan and Workflow” in Drive.

CHANGE NOTE (27 June 2026): THE MODEL BELOW IS PARTLY SUPERSEDED. READ THIS FIRST. The product moved from eight Big-Five archetypes to SIX HEXACO signature types. The eight-pattern, 9-dollar version is superseded by the six-HEXACO model. What this changes in the plan below: - The model: six HEXACO types (The Compass / Heart / Spark / Bridge / Builder / Explorer, names pending the sign-off lock), each anchored to one HEXACO factor (Honesty-Humility, Emotionality, eXtraversion, Agreeableness, Conscientiousness, Openness), measured dimensionally on public-domain IPIP items, with a secondary “shade”. Six lenses sit behind the paid product. - The ladder: Free signature + lead type; Essential 19; The Full Pattern 29 (Most Popular); Full Pattern + AI 49 (includes the AAVATme portable self-file); order bump +9 to 12; Teams about 397. NOT the old 9-dollar Core ladder. - New products: AAVATme (the AI that knows you, the portable self-file, sibling 2) ships Mode 1 inside Tier 3; AAVATtwin (the avatar face) is a near-term sibling. - Phase 2 below (“the quiz plus Core Report”) is now a MIGRATION: lengthen the doorway quiz to the 30-item HEXACO version, re-skin to six types, build the genome schema and the six lenses. The current built funnel runs the OLD eight-pattern model. - New gates: an instrument validation pilot (alpha and 2-week retest at or above 0.70) and trademark clearance on the name plus the six type names plus the lens and mode names, on top of the psychology sign-off. - Brand voice: holistic, deeper than you could reach alone; the warm-versus-cruel wedge; “an AI that knows you is only trustworthy if what it knows is true.” Canonical specs: full_pattern_product_spec.md (the engine + lenses), aavatme_spec.md (the AI), aavattype_pricing_research.md (the ladder), aavattype_launch_master_plan (the current top-layer plan). The phase order and owner/Claude split below still hold; read every “8 patterns” / “9 dollar” reference through this note.

THE LOCKED DECISIONS (this is what the plan is built on)

• Brand: AAVATtype. Tagline and quiz hook: “What avatar are you?” Powered by AAVATAI (revealed once proven). Part of the AAVAT brand house; AAVATAI stays the clean premium B2B name.
• No subscription at launch. Lead with one-off reports plus the Teams kit. Subscription is a later phase, once the recurring content resources exist.
• One face. Vera the Caregiver is also the Giver pattern, one avatar doing double duty: AAVATAI’s proof persona and AAVATtype’s launch pattern.
• Launch scope UPDATED 7 June 2026 (Nikki’s call): all 8 results and all 8 Core Reports go live (a quiz only goes viral when people get different results to compare, tag and “comment your type”); the MARKETING leads through the Caregiver (Vera equals the Giver), aimed at carers (women 42 to 58). Only one avatar LoRA (Vera) is built for launch; the other 7 patterns use simple card art until their LoRAs come later. Do not build the other 7 LoRA avatars or the full custom store first.
• Core Report price: 9 dollars, intro tripwire.
• Revenue stack to about 1,000 dollars a month: one Teams kit sale to a caring-sector org (about 397 dollars, the keystone) plus around 20 Core Reports plus a few Relationships and couples upsells.
• v1 checkout is 9 dollars plus one order bump only (no one-click upsell in v1); the bigger reports sell later through the email sequence. The portrait “see yourself as your avatar” upsell is v2.

MARKET RESEARCH (7 June 2026, four-angle live sweep; raw digest in _signals)

• Demand confirmed: 16Personalities does 16.3M visits a month and a 29-dollar report; Trait Path sells the near-exact product, a 9.99 one-time Big Five report, no subscription. 9 dollars out-converts 19 by about 41 percent.
• The unclaimed gap is quiz plus a portrait of you as your archetype, warm, for women 35 to 60. That is the v2 moat and the portrait upsell.
• Viral unit is a shareable identity card, not a score. Distribution is organic only (cold paid loses money on a 9-dollar item): TikTok and Reels for velocity, Pinterest for compounding (6 to 12 months a pin, skews to our buyer). Money is in the backend: order bumps about 38 percent, email about 41 percent of revenue.

THE STRUCTURAL MOVE: TWO PARALLEL TRACKS

The funnel does not depend on the avatar, so run two tracks at once and meet at launch. - Track A (Nikki and Zara): the Caregiver avatar. LoRA lock, then the still set, then video and content assets. - Track B (Claude Code): the funnel. Quiz, scoring, all 8 reports, checkout, email sequences, landing and share tools, Teams kit. Claude Code can build all of Track B while the LoRA is still finishing. They converge when the stills drop into the live funnel.

PHASE 0: DECISIONS AND FOUNDATIONS (now)

• Psychology sign-off on the 8 patterns plus an Enneagram rename pass (Peacemaker, Giver, Performer overlap). Owner: Nikki, non-delegable. Claude Code: draft the Enneagram cross-check and rename options.
• Confirm the rest of the report prices (Relationships 34, Career 57, Bundle 79, Pattern Pair 79 to 97, Teams 297 to 497). Owner: all three. Claude Code: model the price and volume math.
• Register aavattype.com and grab the handles @aavattype on Instagram, TikTok, X, YouTube (no personal names). Owner: Nikki and crew. Claude Code: pre-fill handle and bio copy.
• Partnership terms in writing (equal three-way split, IP licensed not assigned, the five clauses) and book the lawyer hour. Owner: all three. Claude Code: draft the agreement skeleton for the lawyer.
• AI-disclosure and “for self reflection, not diagnosis” standard on every asset. Owner: Nikki. Claude Code: draft the standing language.

PHASE 1, TRACK A: THE CAREGIVER AVATAR (in progress)

• Finish and LoRA-lock the Caregiver. Define “done” as good enough for the still set plus two weeks of content, not perfect. Owner: Nikki (Draw Things). Claude Code: cannot train the LoRA; can write the prompt and negative library, the shot list, the curation checklist.
• Generate the launch still set: hero, quiz-intro, Giver result reveal, about 12 content stills. Owner: Nikki, then Zara. Claude Code: write the per-shot prompts and scene briefs to Vera’s persona.
• First batch of Caregiver videos from the stills. Owner: Zara (ComfyUI). Claude Code: write the video scripts and motion direction.

PHASE 2, TRACK B: THE CORE PRODUCT (quiz plus Core Report)

• Quiz engine and weighted Big Five scoring. Owner: Claude Code (BUILT; reuses the existing engine; the real 8 patterns are live).
• Free result page (pattern name, gift, insight line, shadow tease, trait bars, share card). Owner: Claude Code (BUILT).
• Core Report, HTML to PDF template; Giver variant first, then all 8 plus wing modifiers. Owner: Claude Code: builds the template and writes all the report copy. (Next up.)
• Order bump (plus 12 dollars; for example a shadow-work journal or wing deep-dive). Owner: Claude Code: builds and writes it.

PHASE 3, TRACK B: THE MONEY RAILS (checkout and delivery)

• Stripe Payment Link stopgap so the first reports sell before the full store. Owner: Nikki (Stripe account). Claude Code: configure the links and buy buttons; wire delivery. (The quiz already routes to this link; paste the real 9-dollar link into public/index.html.)
• Custom Stripe checkout, later, in our own flow (doubles as the AAVATAI store). Owner: Claude Code: builds it.
• Instant digital delivery on purchase. Owner: Claude Code: builds the delivery and secure download.
• Email infrastructure: Resend for transactional, Brevo for broadcast, tagged by pattern. Owner: Nikki (accounts). Claude Code: builds the integration and tagging.

PHASE 4, TRACK B: THE FOLLOW-UPS (where the money is)

• Days 1 to 7 welcome and nurture sequence in Vera’s voice, tagged by pattern, Giver first. Owner: Claude Code: writes it all and builds the triggers.
• Post-purchase upsell ladder (Core to Relationships to Career to Bundle). Owner: Claude Code: writes and builds.
• Didn’t-buy and abandoned-cart nurture. Owner: Claude Code: writes and builds.
• Couples invite sequence (the partner one-tap link). Owner: Claude Code: writes and builds the invite flow.

PHASE 5, TRACK B: THE FUNNELS AND VIRAL LOOPS (top of funnel)

• No-gate “Pattern in Crisis” micro-quiz (5 questions, shareable card). Owner: Claude Code: builds it.
• Auto share-card generator (“I’m the Giver. What avatar are you?”). Owner: Claude Code: builds it.
• “Tag your opposite” and couples-reveal mechanics. Owner: Claude Code: builds and writes.
• Giver-entry landing page, on brand. Owner: Claude Code: builds it.
• Content engine: the carer “who holds you?” reframes leading to the quiz. Owner: Aziza runs it. Claude Code: writes the content calendar, scripts, hooks and captions.

PHASE 6: THE TEAMS KIT (the keystone revenue) — BUILT 7 June 2026

• Teams kit: facilitation guide, group quiz link, team pattern-breakdown report. Owner: Claude Code builds, crew delivers. DONE. Live off /team in ~/Projects/avatar-quiz (reports/team.mjs): /team sales page, /team/build team builder, /team/report the team-composition map, /team/guide the scripted 90-minute session. Team lens for all 8 patterns plus friction and power pairs, missing-pattern blind spots, stress signature, tuned working agreements. Spec in marketing/teams-kit.md.
• Target list of caring-sector orgs (aged care, allied health, community services, wellness and coaching). Owner: Nikki and crew. Claude Code: research and draft the list. DONE: marketing/teams-target-list.md (qualification rubric plus real Sunshine Coast candidates; STARTTS firewalled out; warm network is the true Tier 1, Nikki to name 3 contacts).
• Outreach and a one-page proposal. Owner: crew sends. Claude Code: drafts the outreach and proposal; Nikki approves before send. DONE (drafts): marketing/teams-outreach.md (one-pager plus cold-email, LinkedIn, warm-intro and one follow-up). APPROVAL-GATED, nothing sent yet.
• Still gated: Nikki’s psychology sign-off on the team lens; the Stripe or invoice link for 397 / 497; the first real org conversation.

PHASE 7: PROOF AND LAUNCH

• End-to-end QA: take the quiz as every pattern; confirm tagging, delivery, email and payment all fire. Owner: Claude Code plus crew. Claude Code: builds the QA checklist and runs automated checks.
• Private beta cohort for proof and testimonials. Owner: crew. Claude Code: drafts the beta invite and the testimonial-capture flow.
• AAVATAI pre-launch page live before “powered by AAVATAI” appears anywhere (credibility gate). Owner: Nikki and crew. Claude Code: finishes the pre-launch page (already drafted).

PHASE 8: MEASURE AND COMPOUND

• Analytics dashboard: quiz starts, opt-in percent, per-pattern split, conversion, share rate, revenue. Owner: Claude Code: builds it.
• Watch the gates: 40 percent plus opt-in, 5 percent plus Core on cold-ish traffic. Owner: all three. Claude Code: builds the weekly auto-report.
• Avatar 2 (the Watcher, the next over-indexer). Owner: Nikki and Zara. Claude Code: writes its prompt library, report variant and content.
• Subscription phase, later, once the recurring resources exist. Owner: all three. Claude Code: builds the subscription engine when triggered.

WHAT CLAUDE CODE CAN AND CANNOT DO (the honest line)

Claude builds and writes: the whole web stack (quiz, scoring, result pages, store, checkout, delivery, landing, micro-quiz, share-card generator, Teams kit, dashboard), every report’s copy and wing modifiers, all email sequences in Vera’s voice, content calendars, scripts and captions, the QA harness, research, and draft legal and outreach text.

Humans only: LoRA training and the look-lock (Nikki, Draw Things); image curation and video render (Nikki and Zara); running the social accounts and community (Aziza); the psychology sign-off (Nikki’s judgment, the credibility moat); signing legal; setting up the Stripe, Resend and Brevo accounts and final send approvals.

OPERATING RHYTHM

Daily async check-in (Claude posts the overnight brief), a 45-minute Monday sprint (metrics and Nikki approves the content batch), a 30-minute Friday review (what converted, what to kill). Run it on the Studio Control or Mission Control board, seeded from this plan.

THE FIRST MILESTONE TO AIM AT (the minimum sellable funnel)

Quiz, plus the Giver free result, plus the Giver Core Report, plus a Stripe Payment Link, plus the Days 1 to 7 emails, plus the Giver landing page. The first dollar is possible off that alone; everything else layers on after.

Two human gates before it can take a real dollar: 1. Paste the real Stripe Payment Link into the quiz. 2. Drop Vera’s avatar stills into the site (at least the Giver image).