PACT — AI Bot Fleet

Updated Thu Jul 30, 2026 · 1:51 PM ET · data pulled live from GHL + CloseBot

Seven bots, one persona — Hope, from Catherine's team. As of Jul 30, every bot runs Nimrat's Doctrine: book the right family, not the most families. Every booking drops a full closer note on the contact.

Leads in bot flows6,900+Jul 28 audit + growth
AI bookings · real20calendar-verified (31 tagged)
Upcoming calls94 today · Jul 30
Showed / no-show3 / 2of completed AI calls
Closer notes31/31zero missing fields

Needs you · notifications

Shipped

Nimrat's Doctrine is live in the Hope DNA — all 7 bots (Jul 30). Pain ≠ qualified: Hope now probes for commitment (coachability, willingness to do the work) after reflecting the pain, positions the VP of Family Development only for complex + committed cases (never promised), and protects the calendar instead of filling slots. Applied/qualified lanes keep their no-re-interrogation guard. Fleet smoke test: all 7 bots replied doctrine-consistent; rollback is one command (persona-hope-backup-20260729.json).

Act now

2,973 leads got the opener 2+ days ago and never replied — nobody follows up with them. CloseBot only bumps repliers. All 2,973 are tagged bump-due (count unchanged since Jul 28 — sequence still unbuilt). Build the 5-step "PACT Bump Sequence" workflow (2 SMS bumps with reply-timeout waits — Claude has the copy ready), then bulk-add the bump-due smart list, drip ~1,000/day. At 3–5% response that's ~15–35 extra bookings from leads already paid for.

Human

9 crisis-flagged contacts — 1 new: Karyn Rosier (flagged Wed ~7:18 PM ET). Jennifer Fried still awaits the personal call the bot promised. Bots stand down correctly on all 9; each needs a human touch.

Today

4 AI-booked calls on today's calendar — Martin Kokol 1 PM, Theresa Coe 2 PM, Veronica Baker 4 PM, Joy Chalker 5 PM — plus Cyndi (first book-funnel booking) at 2 PM. First real show-rate test for bot-booked calls; check outcomes tonight.

Fix

Blank-name booking tomorrow 11 AM — AI-booked contact has no name or email, only +1 443-745-3084. Closer walks in blind unless the record is filled from the conversation.

Quick win

162 leads truly never received the opener (unchanged since Jul 28). All tagged resend-opener — Contacts → Tag is resend-opener → Add to Automation → Reactivation Campaign (re-entry ON). Two minutes.

Cleanup

12 of 31 "ai appointment booked" tags have no live appointment — 8 never had one (pre-fix bug), 4 booked then cancelled. Tag counts overstate real bookings by ~60%; optional bulk retag to booking-not-completed (39 already there) feeds them to the Rescue bot.

Working

Closer notes are automatic and complete — GHL workflow + API safety net; 31/31 tagged contacts carry the full "BOOKED BY HOPE" note with qualification fields. Best two days yet: 5 AI bookings Mon + 5 Tue.

The fleet

Re-Engage & Book

Live · flagship

What it is: the main engine. Reaches dormant webinar registrants (months old), asks where things stand with their adult child, qualifies on duration, pain, spouse, and openness to investing — then books the Relationship Clarity Call. Now qualifies on commitment too (Doctrine): pain alone doesn't book a call.

Enrolled6,703of ~24K list
Delivered5,070+89% · Jul 28 audit
Replied~430305 opted out
Booked18calendar-verified

18 verified bookings (up from 11 on Jul 28 — 5/day pace Mon–Tue). The leak is still follow-up: 2,973 non-repliers never bumped. Watch whether Doctrine selectivity trades volume for show rate this week.

Book Buyer Follow-Up

Live

What it is: checks in with $9 "Welcome Home" book buyers, deepens the conversation, and moves warm buyers to a Clarity Call.

Audience48wh-book · was 21
Delivered~40est. 86%
Replied7+Jul 28 audit
Booked1Cyndi · call today 2 PM

First end-to-end funnel booking Jul 29 — purchase → Hope → booked in 3h. Audience doubled in 2 days; v0.0.5 now writes closer fields + tags correctly.

Checkout Rescue

Live

What it is: catches parents who started the $9 book checkout but didn't finish — answers hesitations and sends the link to complete the order.

Audience27+Jul 28 audit
Delivered2178%
Replied419%
Saved1completed order

Goal is completed orders, not bookings — buyers then flow to Book Buyer Follow-Up. Smoke test: handles declined-card recovery with payment alternatives.

Rescue — Cancel / No-Show

Live

What it is: re-approaches people who cancelled or no-showed a Clarity Call, softens the objection, and gets them back on the calendar. 39 leads sit in its booking-not-completed pool.

Audience34+Jul 28 audit
Delivered3088%
Replied930%
Rebooked1

Best reply rate in the fleet. Watch item: in the Jul 30 smoke test it gave a soft "door is always open" exit instead of a rebook bridge to a no-context apology — recheck with real opener context pending.

Application Follow-Up v2

Live

What it is: chases people who applied and qualified but never booked their call — the highest-intent cold segment in the account (178 identified).

Audience20tagged · of 178
Deliveredramping
Replied
Booked0

Reconnected and live (was parked on RCC calendar capacity). Doctrine guard verified in sandbox: it does NOT re-qualify applicants — it goes straight at booking friction.

Fresh Registrant → Call

Live

What it is: greets brand-new webinar registrants while intent is hottest and offers a Clarity Call directly, before the webinar drip even finishes.

Audience40+Jul 28 audit
Delivered3588%
Replied13%
Booked0

Weak reply rate vs. siblings — opener may need a rework before scaling this one.

RCC Show

Live · no traffic

What it is: pre-call concierge for booked Clarity Calls — answers "what should I prepare," invites the spouse, and protects show rate.

Audience0rcc-pre-call tag
Delivered
Replied
Assisted

Published and enabled, but its gate tag rcc-pre-call has zero contacts — the 2-min GHL workflow that applies it on booking still doesn't exist. Every booked call goes un-concierged until it does.