Track A: Revenue Recovery
- Lead/account research + target list refresh (Rey + Sage)
- Outreach sequences draft + approvals (Rey, approval by Sales lead)
- CRM hygiene sweep: stale stages, missing next steps (Rey)
- Weekly pipeline movement report (Sage)
Cross-Functional Demo
Slack-style demo showing how the hub staffs AI workers, coordinates execution, and publishes weekly board-ready updates.
Demo Goal
In one place, I can staff up a company of AI workers, coordinate them across departments, and get weekly proof of progress with approvals and receipts.
Cast
- User: Founder/Operator (SMB CEO or COO)
- Hub: Digital Employee Hub (Orchestrator)
- Digital Employees (spawned on demand):
- Ava (Executive Assistant)
- Parker (Project Manager)
- Sage (Analytics / Insights)
- Nova (Support Agent)
- Rey (Sales Ops / SDR)
- Finley (Finance Assistant)
- Harper (HR / People Ops) (optional)
- Mara (Marketing Operator) (optional)
Timeline (Slack-style)
0:00-0:30 Scenario Setup
User (Founder/Operator)
We need to fix three things in the next 4 weeks: pipeline is down, support backlog is climbing, and I need a board-ready update every Friday. We cannot hire right now. Make this happen.
Hub
Understood. I will spin up a cross-functional team of digital employees and run a 4-week operating plan. I will ask only what is needed, then start executing with approvals where required.0:30-2:30 Scene 1 - Intake + Plan Creation
Hub
- What is the revenue target or pipeline gap?
- What is the current support backlog and SLA target?
- Which tools do you use today? (CRM, helpdesk, email/calendar, accounting, docs)
- Who approves customer-facing communications and spend changes?
- Any blackout dates, key launches, or constraints?
User
- We need +$250k qualified pipeline by end of month.
- Backlog is 420 tickets; we need first response under 4 hours.
- We use a CRM, a helpdesk, email/calendar, and accounting.
- I approve spend; Head of Support approves macros; Sales lead approves sequences.
Hub
Great. I am creating a 4-week plan with owners, milestones, and a weekly cadence. I am spinning up Ava (EA), Parker (PM), Sage (Analytics), Nova (Support), Rey (Sales Ops/SDR), and Finley (Finance). I will start in Approval Mode for external actions.2:30-5:30 Scene 2 - Work Packaging + Assignments
Hub: I am converting your goals into structured work packages across Revenue Recovery, Support Stabilization, and Executive Cadence.
Track B: Support Stabilization
- Ticket triage rules and priority queues (Nova, approval by Support lead)
- First-response macro drafts + KB suggestions (Nova)
- Escalation paths + SLA monitoring (Parker)
- Top 10 drivers analysis (Sage)
Track C: Exec Cadence
- Friday board update template + schedule (Ava + Sage)
- Decision log (Ava)
- Weekly operating review meeting agenda + pre-read (Ava)
Hub
Here are the first 7 actions. Approvals required are flagged.5:30-7:00 Scene 3 - Approval Gates + Safe Execution
Hub
I am ready to execute the first actions. I need approvals for new outbound email sequence (Sales lead), updated support macros (Head of Support), and any paid spend changes (You).User
Proceed with research, triage, and reporting. Hold outbound sequence for approval.Hub
Confirmed. Executing approved actions now and logging receipts for every change.7:00-9:00 Scene 4 - Daily Orchestration Loop
Hub
- Top 5 next actions per role
- Nudges for due-soon and overdue items
- Blocker detection (missing owner, missing approval, dependency not met)
- Escalation after N nudges
Rey: 12 accounts missing next steps, proposing updates.
Nova: 40 high-priority tickets need categorization, starting triage.
Parker: blocked, waiting on approval for outreach sequence.
Ava: board update draft scheduled for Thursday 3pm.Hub
I am keeping work moving and surfacing only the decisions that need humans.9:00-13:30 Scene 5 - Friday Executive Update (Board-Ready)
User
Publish the weekly board update.Hub
Publishing now. I am summarizing shipped work, current status, risks, KPIs, and decisions needed.Weekly Board Update - Week Ending [Date]
What shipped
- Support triage rules applied; backlog re-segmented by priority.
- 8 new support macros drafted; 3 approved and live.
- CRM hygiene sweep completed on top 50 accounts.
- Target account list refreshed (200 accounts) with priority tiers.
- Exec cadence established: decision log + weekly operating review.
In progress
- Outbound sequence v1 pending Sales lead approval.
- KB articles for top 5 ticket drivers drafted.
- Pipeline movement dashboard in progress (baseline established).
KPIs (week-over-week)
- Pipeline created: +$[value] (target +$250k by month-end)
- Support backlog: 420 -> 360 (goal: <250)
- First response time: 9.2h -> 5.1h (goal: <4h)
- Escalations: [count] (trend)
Risks / blockers
- Outbound sequence approval delay impacts week-2 pipeline plan.
- Two support categories lack clear ownership; assignment recommended.
Decisions needed
- Approve outbound sequence (Sales lead) by Monday.
- Approve remaining support macros (Head of Support) by Tuesday.
- Confirm whether to reallocate $[amount] from channel A to channel B (CEO).
Hub
I created three decision tasks with due dates and context so nothing dies in email.13:30-15:30 Scene 6 - Stop/Start Recommendations
Hub
Based on this week's outcomes: Start daily support triage for priority queue until backlog is below 250. Stop low-yield outreach segments with reply rate below threshold. Continue CRM hygiene + follow-up SLAs because cycle times are improving. I can convert these into queued work with owners and deadlines. Approved?User
Yes. Queue it.Hub
Queued. I will execute what is permitted and request approvals for the rest.What to Show On Screen (Demo Checklist)
- Hub dashboard: roles active + workload + approvals waiting
- Work packages by track (Revenue / Support / Exec cadence)
- Approval queue + audit log (what changed, who approved, when)
- Daily Top 5 next actions
- Weekly board update generator + decision tasks created from it
- KPI snapshots + stop/start recommendations converted into work