--- name: one-pager-builder description: Build a single-page branded PDF brief for a Solum Health prospect or customer. Two modes. Mode 1 (opportunity brief) triggers on "build a one pager", "opportunity brief", "deal brief", "sales one-pager", "C-suite brief", "one pager for [company]". Mode 2 (website assessment) triggers on "website assessment", "website audit", "CEO/COO website review", "growth assessment", "conversion audit for [company]". Both produce a beautifully designed, on-brand PDF with the Solum design system, client logo trust strip, and a prominent CTA to book at https://getsolum.com/book. Output goes to ~/Documents/Claude//prospects// as both .pdf and .html. --- # One-Pager Builder Branded one-page PDF for sending directly to a prospect's C-suite. Two modes, same brand system, same render pipeline. ## Modes **Mode 1 — Opportunity Brief** (default) Revenue-opportunity brief. Solum workflows × prospect scale = conservative $ upside. Used for deal briefs, C-suite sales docs, post-research prospect write-ups. **Mode 2 — Website Assessment** CEO/COO website growth assessment. Conversion and operational gaps scored, with a 30-day action plan. Used as cold outreach hook, pre-meeting leave-behind, or conference follow-up. Pick the mode based on the trigger. If the user says "opportunity brief" or "deal brief", run Mode 1. If they say "website assessment", "website audit", "conversion audit", or "CEO/COO review", run Mode 2. If ambiguous, ask. Both modes end with a prominent CTA to book a call at **https://getsolum.com/book** (primary button, Solum Blue, footer right). Button label: "Book your assessment call" in Mode 2; "Book a call with JP" in Mode 1. ## When to invoke Mode 1 triggers: - "Build a one pager for [company]" - "Opportunity brief for [company]" - "Deal brief", "C-suite brief", "sales one-pager" - "Write up [company] as a prospect" Mode 2 triggers: - "Website assessment for [company]" - "Website audit", "conversion audit" - "CEO/COO website review" - "Growth assessment for [company]" - "Assess [company]'s website" ## Required inputs (ask if missing) 1. **Target company** — website URL so we can read their services, scale, positioning 2. **Audience** — default is "C-suite"; ask if it's a specific exec (CCO, COO, CFO) 3. **What Solum runs for them** — which of Solum's workflows apply (referrals, intake, verification, prior auth, eligibility, waitlist, labor) 4. **Scale assumption for their network** — location count + rough system revenue (e.g., 500 locations × $700K avg = $350M). Critical for conservative modeling. 5. **Which verticals/clients to name-drop** — pick Solum clients that map to the prospect's segment (PT → Rise PT, ABA → Hi5/Blossom, therapy → SLEA/Brighter Strides) ## Variants - **Opportunity brief** (default) — the FYZICAL pattern. Hero = dollar stake, 5 opportunity cards, thesis, totals band. Use when pitching a prospect on Solum's offering. - **Site & intake audit** — use the prompt at `prompts/website-assessment.md`. Hero = worst finding, audit scorecard, 5 findings, thesis, 30-day plan. Use when doing a website assessment for a CEO/COO. Both render into the same HTML template with different section content. ## Workflow ### Step 1 — Research - Browse the target's website via gstack to pull their service lines, scale, franchise/company model - Note their largest/most admin-heavy service lines (these drive the opportunities) - Pull their estimated location count and annual revenue; if unclear, model conservatively ### Step 2 — Model (conservative numbers) Anchor ALL estimates to the prospect's estimated system revenue. Never exceed 5–10% of their total revenue as combined annual upside. Standard ranges (adjust by vertical): - **Prior Auth:** $15–25K/location (0.5–1 FTE savings + faster revenue) - **Referral Capture:** $10–18K/location (10–15% of lost referrals recovered, not 30%) - **Front-Office Labor:** $8–12K/location (20–30% admin time, not 40%) - **Insurance Verification:** $6–10K/location (1–2% revenue recovery) - **Eligibility/Caps:** $4–6K/location (mid-plan denial prevention) Combined network target: **5–9% of estimated system revenue**. If your sum exceeds 10% of their revenue, cut numbers. Split the combined: - Recaptured revenue: ~40% of combined - Cost + leakage saved: ~60% of combined ### Step 3 — Write copy Follow `references/copy-rules.md`: - No em dashes (—). Use periods and commas. - No buzzwords: "leverage", "synergy", "unlock", "partner", "journey", "solution". - Peer-to-peer tone (CEO-to-CEO), not vendor-to-buyer. - Lead the hero with the network $ number, not the product. - Order the five opportunities by size of prize, largest first. - Sign off as JP Montoya personally; avatar + clear contact block. ### Step 4 — Render 1. Start from `templates/opportunity-brief.html`. 2. Fill placeholders with target-specific copy + numbers. 3. Copy client logos from `references/client-logos.md` URLs into `/client-logos/`. 4. Copy Solum wordmark SVG from `~/Documents/Claude/landing-page/logo-solumhealth-dark.svg` to the output folder. 5. Run `scripts/build.sh ` to generate PDF and screenshot. ### Step 5 — Verify - `mdls -name kMDItemNumberOfPages .pdf` must return `1`. - Read the screenshot and confirm: logo prominent, cards aligned, trust strip visible, totals band clean, JP contact readable. - If content overflows, tighten copy (cards to 1 sentence), not design. ## Output structure ``` ~/Documents/Claude//prospects// ├── -opportunities.pdf # deliverable ├── -opportunities.html # source ├── -opportunities.txt # plain text fallback ├── logo-solumhealth-dark.svg └── client-logos/ ├── rise-pt.avif ├── hi5-aba.avif └── ... ``` ## Design rules (brand system) Full brand reference: `~/Documents/Claude/Skills/jpstack/solum-health-brand/SKILL.md`. Quick rules: - Font: DM Sans via Google Fonts (400, 500, 700) - Page: 8.5in × 11in, padding 0.3in × 0.42in, section gap 10px - Navy (#011C40) hero, teal→blue→purple gradient totals band - Navy franchise/thesis callout between opportunities and totals - 5 opp cards in 3 (top row) + 2 (centered bottom row) layout, all with identical Solum Blue left border + blue numbered chip - Grayscale client logo strip with `filter: grayscale(100%) opacity(0.78)` - Logo: 38px height in header, paired with "CONFIDENTIAL · For [TARGET] Leadership" meta See `references/print-rules.md` for print-correct CSS and Chrome headless command. ## Common pitfalls - **Overflow to page 2** → tighten card copy to one sentence; reduce section gaps to 8px; never shrink hero. - **Numbers too aggressive** → always anchor to prospect's estimated revenue; if summed opportunities exceed 10% of their revenue, cut. - **Generic client logos** → match clients to prospect's vertical. PT prospect → lead with Rise PT. - **Em dashes slip in** → use en dashes only inside number ranges ($15–25K); everywhere else use periods. - **Logo looks tiny** → header logo must be ≥36px height, not a favicon. - **Boilerplate company snapshot** → NEVER include "Acme is a company that does X." The C-suite reader knows who they are. ## Don't - Don't say "pilot" unless the user explicitly asks for one. - Don't include long company-snapshot paragraphs about the prospect. - Don't use "Annie" in the headline; lead with the economic stake, defer the product name. - Don't claim nine-figure EV multiples unless the user confirms they'll defend the math on a call. - Don't add generic "Industries We Serve" sections; the trust strip earns the same signal visually.