A demo of the Portal Kit. Real lessons, a fictional student, nothing saved.

Lesson 08

Add Your AI

The assistant that answers client questions from your knowledge base, escalates to Slack, and drafts your reports.

Inside the kit

This lesson unlocks when the ones before it are done

Every buyer walks the twelve in order, the same way their own clients will walk the journey they build. Here is what this one covers.

01
The Assistant and the Knowledge Base
Grounding, the human chat style rules, the never-promise-never-price guardrails, and escalation to Slack.
Comes with a Claude Code prompt
02
AI Briefs and Reports
The Agency Brief before kickoff, AI-drafted reports the client reads, and nudge drafts a human sends.
Comes with a Claude Code prompt
03
Test Your Assistant
Three real client questions, how it answered, and one escalation sent to Slack.

Get all twelve · $397 once

The kit, the lessons, the prompts, the documents, and fourteen days of support.