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Rich Trade AI x plaiground Build


Proposal: AI Build for Trade AI

Prepared for: Rich Latimer ​From: Lucas @ Plaiground
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🧠 Context – What You Want

You’re scaling fast. Trade AI is winning in AU and the US, but onboarding and delivery is still slowed by human bottlenecks.
You want:
A real AI agent (not just a chatbot)
That onboards clients
Chases missing info
Builds campaigns (ads, eBook, LP, etc.)
Talks to clients in Slack/SMS/phone
Hands off assets to Regine + Joseph
Eventually runs delivery end-to-end
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✅ Phase 1 Outcome

An AI agent that feels like a proper staff member — handling onboarding, creative prep, and campaign setup with minimal human input.
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🔧 What We’ll Build – 3 Options

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🔹 Option 1: Onboarding Agent (Slack Bot MVP)

Goal: Automate client onboarding + info collection.
What it does:
Slack welcome message (“Hey, it’s Mary from Trade AI…”)
Sends Typeform during Zoom onboarding
Tracks what’s filled out vs missing
Chases missing info:
Slack → SMS → Retell phone call
Reads transcript + Typeform
Flags Regine when ready
Passes data to Joseph for GHL setup
Tools:
Slack API
Typeform Webhooks
Retell AI (voice calls)
n8n automation engine
GHL API
Timeline: 4 weeks
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🔹 Option 2: Onboarding + AI Interview Bot

Goal: Add guided AI calls + internal dashboard.
Includes everything in Option 1, plus:
AI-led onboarding calls (Retell)
Progress dashboard showing each client’s status
Real-time alerts for stuck clients or missing info
Seamless handoff to Regine or Joseph when ready
Tools:
NextJS frontend
Supabase backend
Retell AI
Slack integration
Completion analytics
Timeline: 4–6 weeks
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🔹 Option 3: Full Delivery Agent (Creative + Ads Buildout)

Goal: Full system that builds the entire campaign post-onboarding.
Includes everything in Options 1 + 2, plus:
Reads: Typeform, Zoom transcript, client website
Builds:
Meta ads (copy + targeting)
Creatives via Creative.ai / AdZai
eBook + landing pages
Email sequences
Uploads to Meta Ads Manager (if creds provided)
Slack approvals + edit loops
Summary for Regine to QC + send to client
Tools:
GPT-4 / Claude
Creative.ai / AdZai
Meta Ads API
GHL + Zapier
Slack + async feedback
Timeline: 8 weeks
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🧾 Summary of Timelines, Features & Investment
Option
What You Get
Key Features
Timeline
Investment
1. Onboarding Agent (Slack Bot MVP)
Automates onboarding, info collection, and handoff to Regine & Joseph
- Slack-native AI agent ("Mary from Trade AI") - Tracks and chases incomplete Typeforms (Slack → SMS → Phone call) - Reads Typeform + onboarding transcript - Collects missing info (ABN, ACN, etc.) - Flags internal team when assets are ready - Feeds clean data to GHL setup
4 weeks
$18,000 USD
2. AI Onboarding + Interview Bot
Guided onboarding experience with client-facing AI & team-facing dashboard
- Everything in Option 1 - AI-led onboarding calls (Retell AI) - Real-time dashboard with onboarding status - Bottleneck alerts (missing info, stuck clients) - Seamless handoff to Regine + Joseph - Better visibility across all active builds
4–6 weeks
$28,000 USD
3. Full Delivery Agent (Ads + Assets)
End-to-end system that builds and delivers the entire marketing campaign
- Everything in Option 1 & 2 - AI reads Typeform + transcript + client site - Writes ad copy (Meta) - Builds targeting & audiences - Designs creatives (via Creative.ai / AdZai) - Generates eBook, landing pages, and emails - Uploads to Meta Ads Manager (if creds given) - Slack feedback + approval loop with client - Final handover to Regine for QC
8 weeks
$38,000 USD
There are no rows in this table
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📞 Next Steps

Pick your starting option
We’ll send over contract + payment link
$1K deposit locks in your build slot
We begin within 48 hours of confirmation

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