navidocs/CLOUD_SESSION_3_UX_SALES_ENABLEMENT.md

Cloud Session 3: UX/Sales Enablement

NaviDocs Riviera Plaisance Pitch Materials

Session Type: UX Designer + Sales Strategist Lead Agent: Sonnet (design + persuasion) Swarm Size: 10 Haiku agents Token Budget: $15 (7.5K Sonnet + 50K Haiku) Output: Pitch deck + demo script + ROI calculator

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Mission Statement

Create sales pitch demonstrating NaviDocs as sticky daily-use app (not passive doc vault) that owners actually use because it solves real problems: inventory tracking, camera monitoring, maintenance reminders, expense visibility.

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Context (Read First)

Prerequisites:

1. Read intelligence/session-1/session-1-market-analysis.md
2. Read intelligence/session-2/session-2-architecture.md
3. Read intelligence/session-2/session-2-sprint-plan.md

Meeting Context:

• Audience: Sylvain (Riviera Plaisance yacht sales agent)
• Goal: Include NaviDocs with every boat sale
• Time: 15-minute presentation + 5-minute demo
• Constraints: Technical audience (understands marine documentation)

Key Value Propositions (Sticky Engagement Model):

• For Owners (daily use): Camera check, maintenance reminders, expense tracking, crew contacts
• For Owners (resale): Inventory tracking prevents €15K-€50K forgotten value
• For Brokers: Sticky product = owners refer friends = more sales for Sylvain
• Differentiation: Only boat app with daily engagement + perfect documentation
• Business model: Included with every Riviera boat (Tesla app model)

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Agent Identity & Check-In Protocol

YOU ARE: Sonnet coordinator for Session 3 (UX/Sales)

YOUR HAIKU SWARM: You have 10 Haiku agents available. Use as many as needed (not required to use all 10).

AGENT IDENTITY SYSTEM: When spawning a Haiku agent, assign it an identity: S3-H01 through S3-H10 Each agent MUST:

1. Check in at start: "I am S3-H03, assigned to [task name]"
2. Reference their task by searching this document for "Agent 3:" (matching their number)
3. Retain identity throughout execution
4. Report completion with identity: "S3-H03 complete: [deliverable summary]"

TASK DEPENDENCIES:

• Most agents can run in parallel
• Agent 10 typically synthesizes results from Agents 1-9 (must wait for completion)

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Your Tasks (Spawn 10 Haiku Agents in Parallel)

Agent 1: Pitch Deck Structure (Sticky Engagement Focus)

AGENT ID: S3-H01 ** Design:

• Slide 1: Problem - "Owners ignore passive doc vaults" (show app abandonment stats)
• Slide 2: Solution - "Daily-use app they actually open" (camera, maintenance, inventory)
• Slide 3: Sticky features demo - Camera check, maintenance reminder, expense tracking
• Slide 4: Resale value protection - €15K-€50K inventory tracking ROI
• Slide 5: Broker benefit - Sticky product = referrals = more Riviera sales
• Slide 6: Business model - Included with every boat (like Tesla app)
• Slide 7: 4-week timeline + pilot program

Deliverable: Pitch deck emphasizing daily engagement, NOT passive documentation

Agent 2: Demo Script Writer (Daily Use Scenarios)

AGENT ID: S3-H02 ** Create:

• 5-minute demo showing DAILY engagement (not just sale-time docs)
• Screen 1: Camera check - "Is my boat OK?" (2 mins)
• Screen 2: Maintenance reminder - "Engine service due" (1 min)
• Screen 3: Inventory search - "Find tender warranty" with impeccable UX (1 min)
• Screen 4: Expense tracking - "I've spent €18K this year" (1 min)
• Key message: Owners open this app WEEKLY, not just at resale

Deliverable: Demo script showing sticky engagement, NOT passive vault

Agent 3: ROI Calculator Designer (Inventory Focus)

AGENT ID: S3-H03 ** Build:

• Input fields: boat purchase price, annual upgrades (€5K-€20K typical)
• Inventory forgotten at resale: tender €15K, electronics €8K, blinds €3K
• Total forgotten value over 10-year ownership: €30K-€50K
• NaviDocs cost: €15/month × 120 months = €1,800
• ROI: €30K-€50K saved - €1.8K cost = €28K-€48K net benefit
• Comparison: With vs without inventory tracking

Deliverable: ROI calculator showing inventory tracking value (primary) + maintenance reminders (secondary)

Agent 4: Objection Handling Playbook

AGENT ID: S3-H04 ** Research:

• Common broker objections (from Session 1 research)
• Responses with data backing
• Competitive differentiation points
• Risk mitigation talking points

Deliverable: Objection handling guide (Q&A format)

Agent 5: Pricing Strategy Presentation

AGENT ID: S3-H05 ** Design:

• Per-yacht pricing model (€50-€200/yacht)
• Brokerage bulk pricing (10+ yachts)
• One-time setup fee vs recurring
• Free pilot program offer (Riviera Plaisance)

Deliverable: Pricing slide with 3 tiers

Agent 6: Competitive Differentiation

AGENT ID: S3-H06 ** Compile:

• NaviDocs vs 5 top competitors (from Session 1)
• Feature comparison table
• Unique selling points (Home Assistant, multi-jurisdiction)
• Visual comparison matrix

Deliverable: Competitive matrix slide

Agent 7: Technical Architecture Visualization

AGENT ID: S3-H07 ** Create:

• System architecture diagram (non-technical)
• Integration points (Home Assistant, cameras, offline)
• Data flow (document upload → OCR → warranty tracking → alerts)
• Security highlights (multi-tenant, encrypted)

Deliverable: Architecture diagram (Mermaid or visual)

Agent 8: Case Study Writer

AGENT ID: S3-H08 ** Draft:

• Hypothetical yacht sale scenario
• Before NaviDocs: 6 hours documentation prep, €8K warranty miss
• After NaviDocs: 20-minute automated package, €33K warranty captured
• Buyer satisfaction increase

Deliverable: One-page case study

Agent 9: Visual Design System

AGENT ID: S3-H09 ** Define:

• Color palette (nautical theme: blues, whites)
• Typography (readable, professional)
• Icon set (warranties, documents, alerts)
• Slide layout templates

Deliverable: Design system guide

Agent 10: Sales Collateral Package

AGENT ID: S3-H10 ** Compile:

• One-pager (leave-behind document)
• Email follow-up template
• Pilot program agreement draft
• Next steps checklist

Deliverable: Sales collateral bundle

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Intra-Agent Communication Protocol (IF.bus)

Based on: InfraFabric S² multi-swarm coordination (3,563x faster than git polling)

IFMessage Schema

Every agent-to-agent message follows this structure:

{
  "performative": "inform",  // FIPA-ACL: inform, request, query-if, confirm, disconfirm, ESCALATE
  "sender": "if://agent/session-3/haiku-Y",
  "receiver": ["if://agent/session-3/haiku-Z"],
  "conversation_id": "if://conversation/navidocs-session-3-2025-11-13",
  "content": {
    "claim": "[Your pitch/objection finding]",
    "evidence": ["[Market data, competitor analysis, customer research]"],
    "confidence": 0.85,  // 0.0-1.0
    "cost_tokens": 1247
  },
  "citation_ids": ["if://citation/uuid"],
  "timestamp": "2025-11-13T10:00:00Z",
  "sequence_num": 1
}

Speech Acts (Performatives)

inform: Share pitch content or objection research

• Example: "S3-H01 informs S3-H05: Pitch emphasizes €8K-€33K warranty savings"

request: Ask another agent for market validation

• Example: "S3-H03 requests S3-H05: Validate ROI assumptions with competitor pricing"

disconfirm: Challenge pitch claim with evidence

• Example: "S3-H05 disconfirms S3-H01: Warranty savings claim needs 2nd source (only €8K cited)"

confirm: Validate pitch claim with external evidence

• Example: "S3-H06 confirms S3-H03: ROI calculator inputs match Session 1 research"

ESCALATE: Flag critical objection that requires resolution

• Example: "S3-H05 ESCALATES: Broker pricing objection not addressed in pitch"

Communication Flow (This Session)

S3-H01 (Pitch) ──→ S3-H05 (Objections) ──→ S3-H10 (adversarial testing)
S3-H03 (ROI) ────→ S3-H05 (Validate) ────→ S3-H10
S3-H04 (Demo) ───→ S3-H06 (Case Study) ──→ S3-H10

Key Patterns:

1. Pitch → Objection: Agent 5 challenges every pitch claim with real objections
2. ROI → Validation: Agent 5 verifies ROI assumptions with Session 1 market data
3. Demo → Testing: Agent 6 checks if demo matches real-world success stories
4. Agent 10 Synthesis: Ensures pitch is airtight before presentation

Adversarial Testing Example

# Agent 1 (Pitch Deck) proposes value proposition
S3-H01: "inform" → content:
  claim: "NaviDocs enables €8K-€33K warranty savings per yacht"
  evidence: ["Session 1 market analysis"]
  confidence: 0.85

# Agent 5 (Objections) challenges claim completeness
S3-H05: "disconfirm" → content:
  original_claim: "€8K-€33K warranty savings"
  objection: "Which brokers actually claim this? Need real testimonials, not estimates"
  requested_change: "Find 2 brokers who missed €8K+ warranties. Use as proof point."
  evidence: ["Broker interviews required"]

# Agent 1 strengthens claim
S3-H01: "confirm" → content:
  revised_claim: "NaviDocs prevents warranty losses (case study: Broker X missed €15K tender)"
  evidence: [
    "Broker interview transcript",
    "YachtWorld resale comparison (boat with/without tender)",
    "Session 1 pain point research"
  ]
  confidence: 0.95

ROI Calculator Validation Example

# Agent 3 (ROI Calculator) proposes model
S3-H03: "propose" → content:
  calculation: "ROI = (Warranty Savings + Time Savings) - NaviDocs Cost"
  inputs: {
    warranty_savings: "€8K-€33K per yacht",
    time_savings: "6 hours manual → 20 minutes automated",
    navidocs_cost: "€15/month × 120 months"
  }

# Agent 5 (Objections) validates assumptions
S3-H05: "query-if" → content:
  question: "Are time savings (6→20 mins) validated with actual brokers?"
  reasoning: "If brokers claim 8 hours, our 20-min estimate is unrealistic"
  request: "Get time commitment estimate from Sylvain or 2 other Riviera brokers"

# Agent 3 confirms with validation
S3-H03: "confirm" → content:
  validated_inputs: {
    time_savings: "Confirmed: Riviera broker spends 5.5 hours on doc prep (conservatively estimate 4 hours savings)"
  }
  revised_roi: "(Warranty €8K-€33K) + (Time €200-€600/sale) - €1800/year"
  confidence: 0.92

Demo Script Credibility Example

# Agent 4 (Demo Script) proposes key screens
S3-H04: "propose" → content:
  screens: ["Dashboard", "Warranty Detail", "Claim Package", "Home Assistant"]
  timing: "5 minutes total"

# Agent 6 (Case Study) challenges realism
S3-H06: "disconfirm" → content:
  concern: "Demo shows perfect claim package generation (15 mins), but real workflow?"
  challenge: "What if boat has missing docs? Demo assumes complete warranty archive."
  recommendation: "Add realistic scenario: Missing engine receipt, still generates partial claim"

# Agent 4 revises demo
S3-H04: "agree" → content:
  revised_demo: "Screen 1: Complete case (Azimut 55S) - best case, Screen 2: Sunseeker 40 with missing docs - realistic case"
  messaging: "NaviDocs works even with incomplete records, fills gaps intelligently"

IF.TTT Compliance

Every message MUST include:

• citation_ids: Links to Session 1 research, competitor analysis
• confidence: Explicit score (0.0-1.0)
• evidence: Market data, broker interviews, case studies
• cost_tokens: Token consumption (IF.optimise tracking)

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Presentation Flow (15 Minutes)

Opening (2 minutes)

• Hook: "How much is €33,000 worth to you on a single yacht sale?"
• Problem: Brokers lose 6 hours per sale to documentation, miss warranty claims
• Credibility: NaviDocs is production-ready, multi-tenant architecture

Market Opportunity (3 minutes)

• Market size: [Session 1 findings]
• Broker pain points: Manual documentation, jurisdictional complexity
• Buyer expectations: Turnkey documentation packages increase sale value

NaviDocs Solution (5 minutes)

• Core features: OCR, warranty tracking, expiration alerts, claim generation
• Integration: Home Assistant (remote monitoring), offline mode (onboard access)
• Automation: As-built package (6 hours → 20 minutes)

ROI Demonstration (3 minutes)

• Warranty savings: €8K-€33K per yacht (calculator demo)
• Time savings: 6 hours manual → 20 minutes automated
• Value proposition: Include NaviDocs with every sale = premium service

Implementation Plan (2 minutes)

• Timeline: 4-week sprint (foundation → deploy)
• Pilot program: Free for Riviera Plaisance (first 5 yachts)
• Support: Onboarding, training, ongoing maintenance

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Demo Script (5 Minutes)

Screen 1: Dashboard (30 seconds)

Show: Multi-yacht overview, warranty status indicators Say: "Broker sees all yachts, warranty expiration alerts at a glance"

Screen 2: Yacht Detail (1 minute)

Show: Single yacht, document library, warranty timeline Say: "€400K-€800K in active warranties tracked, expiration alerts prevent €8K-€33K losses"

Screen 3: Warranty Alert (1 minute)

Show: 30-day expiration warning, claim package generator Say: "System alerts 90, 30, 14 days before expiration, auto-generates claim package"

Screen 4: Claim Package (1 minute)

Show: PDF with warranty docs, invoice, jurisdiction-specific forms Say: "6 hours manual work → 15 minutes automated, jurisdiction-aware (France, Italy, Spain, etc.)"

Screen 5: Home Assistant Integration (1 minute)

Show: Webhook configuration, camera feed integration Say: "Remote monitoring, onboard sensors, security cameras integrated"

Screen 6: Offline Mode (30 seconds)

Show: Service worker, critical manual access Say: "Works onboard without internet, syncs when online"

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ROI Calculator Specifications

Input Fields

1. Yacht Purchase Price (€300K - €5M)
2. Number of Active Warranties (10-50 typical)
3. Average Warranty Value (€8K - €50K)
4. Annual Warranty Claims Expected (1-5)
5. Broker Documentation Hours/Sale (6 hours typical)
6. Broker Hourly Rate (€50-€150)

Calculations

• Warranty Savings (3 years): Claims × Success Rate Increase × Avg Value
• Time Savings (3 years): Hours Saved × Hourly Rate × Sales/Year
• Missed Claim Prevention: (1 - NaviDocs) × Claim Value × 3 Years
• Total ROI: (Savings + Time) - NaviDocs Cost

Output Display

• 3-Year Total Savings: €XX,XXX
• Break-Even Point: X months
• ROI Percentage: XXX%
• Comparison Chart: Manual vs Automated

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Objection Handling Playbook

Objection 1: "We already have a documentation system"

Response:

• "How does it handle warranty expiration alerts?"
• "Can it generate jurisdiction-specific claim packages?"
• NaviDocs integrates with existing CRM (Salesforce, HubSpot)

Objection 2: "Too expensive for our brokerage"

Response:

• ROI calculator shows break-even in [X] months
• Free pilot program (first 5 yachts)
• Per-yacht pricing scales with your business

Objection 3: "Brokers won't adopt new software"

Response:

• 5-minute demo proves ease of use
• Onboarding training included
• Time savings (6 hours → 20 minutes) drives adoption

Objection 4: "What about data security?"

Response:

• Multi-tenant architecture (isolated databases)
• JWT authentication + bcrypt password hashing
• Audit logging for compliance (GDPR ready)

Objection 5: "Implementation timeline too long"

Response:

• 4-week sprint to production-ready
• Pilot program starts Week 3 (warranty tracking live)
• Incremental rollout (core features first, integrations later)

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Pricing Strategy

Tier 1: Solo Broker

• Price: €99/month
• Included: Up to 5 yachts, basic warranty tracking, email support
• Target: Individual yacht sales agents

Tier 2: Brokerage

• Price: €299/month
• Included: Up to 25 yachts, Home Assistant integration, priority support
• Target: Small brokerages (Riviera Plaisance)

Tier 3: Enterprise

• Price: Custom (€500+/month)
• Included: Unlimited yachts, MLS integration, white-label option, dedicated support
• Target: Large brokerages, charter fleets

Pilot Program (Riviera Plaisance)

• Offer: Free Tier 2 for 3 months (first 5 yachts)
• Commitment: Feedback, case study participation
• Conversion: 50% discount first year if adopted

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Output Format

Deliverable 1: Pitch Deck

File: session-3-pitch-deck.md (Markdown with Mermaid diagrams)

Structure:

# NaviDocs Yacht Sales Pitch Deck
## Riviera Plaisance Presentation

### Slide 1: The €33,000 Question
[Hook: warranty tracking ROI]

### Slide 2: Broker Documentation Pain
[Market research from Session 1]

### Slide 3: NaviDocs Solution Overview
[Feature highlights with icons]

### Slide 4: Warranty Tracking ROI
[Calculator demo, €8K-€33K savings]

### Slide 5: Technical Architecture
[Mermaid diagram: Home Assistant, offline mode]

### Slide 6: 4-Week Implementation Roadmap
[Gantt chart from Session 2]

### Slide 7: Pilot Program Offer
[Pricing, free trial, next steps]

**Appendix: Demo Screenshots**
[6 screens with annotations]

Deliverable 2: Demo Script

File: session-3-demo-script.md

Structure:

# NaviDocs Live Demo Script (5 Minutes)

## Setup Instructions
- Browser: Chrome/Firefox
- URL: https://demo.navidocs.app
- Login: demo@rivieraplaisance.com / DemoPass123
- Pre-loaded yacht: "Azimut 55S" (€800K, 15 warranties)

## Screen-by-Screen Walkthrough
### [0:00-0:30] Dashboard
**Action:** Show multi-yacht overview
**Say:** "Broker dashboard shows all yachts, warranty status at a glance..."
**Highlight:** Red badge on Azimut (warranty expiring in 28 days)

### [0:30-1:30] Yacht Detail
**Action:** Click Azimut 55S
**Say:** "€760K in active warranties tracked, system prevents €8K-€33K losses..."
**Highlight:** Warranty timeline, document library

[... continue for all 6 screens]

Deliverable 3: ROI Calculator

File: session-3-roi-calculator.html (web app) or .xlsx (spreadsheet)

Implementation:

<!DOCTYPE html>
<html>
<head><title>NaviDocs ROI Calculator</title></head>
<body>
  <h1>NaviDocs Yacht Sales ROI Calculator</h1>
  <form id="roi-form">
    <label>Yacht Price (€):</label>
    <input type="number" id="yacht-price" value="800000">

    <label>Active Warranties:</label>
    <input type="number" id="warranty-count" value="15">

    [... all input fields]

    <button onclick="calculateROI()">Calculate ROI</button>
  </form>

  <div id="results">
    <h2>3-Year Savings: €<span id="total-savings"></span></h2>
    <p>Break-Even: <span id="break-even"></span> months</p>
    <canvas id="roi-chart"></canvas>
  </div>

  <script>
    function calculateROI() {
      const yachtPrice = parseFloat(document.getElementById('yacht-price').value);
      const warrantyCount = parseInt(document.getElementById('warranty-count').value);
      // ... calculation logic
    }
  </script>
</body>
</html>

Deliverable 4: Sales Collateral Package

File: session-3-sales-collateral/

Files:

• one-pager.pdf - Leave-behind document (1 page, visual)
• email-follow-up-template.md - Post-meeting email
• pilot-agreement.md - Free trial terms
• objection-handling.md - Q&A playbook

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IF.TTT Compliance Checklist

• All ROI calculations cite Session 1 market research
• Demo script references actual NaviDocs features (verify against codebase)
• Pricing strategy validated against competitor analysis (Session 1)
• Technical architecture diagram matches Session 2 specs
• Evidence artifacts stored in /intelligence/session-3/

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Success Criteria

Minimum Viable Output:

• 7-slide pitch deck (problem → solution → ROI → timeline → pricing)
• 5-minute demo script with screen annotations
• Working ROI calculator (web or spreadsheet)
• Objection handling playbook (5+ objections)

Stretch Goals:

• Video demo recording (screencast with voiceover)
• Interactive ROI calculator (embedded in pitch deck)
• Animated architecture diagram (Mermaid with transitions)
• Printed sales collateral (one-pager PDF)

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Start Command: Deploy to Claude Code Cloud after Session 2 complete End Condition: All deliverables committed to dannystocker/navidocs repo under intelligence/session-3/