J
Department Head
Jessica 💎

The Trifecta 🔱

👑
Crown Office
Supplies
👕
Shirtsy
Apparel
✨
GoodNeon
Signage
Acquire on one business → Push to the other two

Cross-sell strategy between the 3 B2B credit account businesses. Customers acquired through one channel are systematically introduced to the other two, creating a powerful revenue multiplier.

Department Structure

Jessica 💎
Department Head
Sales Agent
4 sub-agents
Customer Retention
4 sub-agents
Reputation Management
4 sub-agents
Customer Service
4 sub-agents
Complaint Resolution
4 sub-agents
Lead Qualifier
qwen3:8b, FREE
Pitch Crafter
GPT-5 mini
Deal Closer
GPT-5 mini
Pipeline Tracker
qwen3:8b, FREE
Churn Detector
qwen3:8b, FREE
Win-Back Campaign
GPT-5 mini
Loyalty Rewards
GPT-4.1 nano
VIP Care
GPT-5 mini
Review Monitor
qwen3:8b, FREE
Response Drafter
GPT-5 mini
Brand Sentiment
qwen3:8b, FREE
PR Crisis Handler
GPT-5 mini
Ticket Triage
qwen3:8b, FREE
FAQ Responder
GPT-4.1 nano
Escalation Router
qwen3:8b, FREE
CSAT Collector
GPT-4.1 nano
Intake Analyzer
qwen3:8b, FREE
Resolution Drafter
GPT-5 mini
Refund/Remedy
GPT-4.1 nano
Follow-Up Loop
GPT-4.1 nano
8
FREE (qwen3:8b)
7
GPT-5 mini
5
GPT-4.1 nano

Total: 20 Agents

Implementation Phases

Phase 1: B2B Credit Account Businesses
PLANNING

Priority — Start Here

👑 Crown Office Supplies
NET30 • WooCommerce
Core office supplies catalog
👕 Shirtsy
NET30 • WooCommerce
NB Designer proof loop integration
✨ GoodNeon
NET60 • WooCommerce
In-house proof loop system
Phase 2: B2C Businesses
QUEUED

Next — After B2B stable

💎 Lux Neon Art Gallery
Shopify • Venue/events
Wine & luxury positioning
👖 Reclaimed Closet
Shopify • International
Sports calendar promotions
🏖️ Coconut Bikini
Shopify • Ambassador program
Beach/lifestyle focus
🏢 Virtus Realty Group
Real Estate Platform
Highest stakes operations

B2B Master Workflow Pipeline

1
Onboarding
Days 0-1
Approval email + catalog orientation
2
First Order Push
Days 1-7
4-email nudge sequence
3
Conversion Push
Days 8-30
If no order yet
4
Production/Proof
Shirtsy + GoodNeon
Proof loop integration
5
Account Growth
Trifecta cross-sell
Expansion opportunities
6
Reorder Cadence
Predictive
Automated reordering
7
Milestone & Loyalty
3rd order, 6th order,
$5k spend rewards
8
At-Risk & Win-Back
Churn prevention
Re-engagement campaigns
NET30 (Crown, Shirtsy)
30 Days
• • •
NET60 (GoodNeon)
60 Days

Build Tasks Tracker

Jessica Department Expansion
TODO
Define agent roster + model assignments for all 5 agents
System Prompts — B2B Agents
TODO
Create detailed system prompts for each sub-agent with guardrails
Email Sequences — B2B
TODO
Develop 3 variants each for onboarding, first order, conversion sequences
Klaviyo Flow Structure
TODO
Map out all automated flows in Klaviyo platform
CRM Field Setup
TODO
Configure custom fields for credit terms, milestones, Trifecta tracking
Trifecta Integration
TODO
Implement cross-sell triggers across 3 B2B properties

Business Cards

👑 Crown Office Supplies
B2B
crownofficesupplies.com
Platform
WooCommerce
Credit Terms
NET30
Key Differentiator
Core office supplies catalog, established B2B client base
Review Request
After 3rd order
👕 Shirtsy
B2B
shirtsy.com
Platform
WooCommerce + NB Designer
Credit Terms
NET30
Key Differentiator
Custom apparel with automated proof approval loop
Review Request
After 6th order
✨ GoodNeon
B2B
goodneon.com
Platform
WooCommerce + In-House Proof
Credit Terms
NET60
Key Differentiator
Custom neon signage with in-house proofing system
Review Request
After $5k spend
💎 Lux Neon Art Gallery
B2C
luxneon.com
Platform
Shopify
Key Differentiator
Luxury positioning, venue/events integration, wine program
Review Request
After event purchase
👖 Reclaimed Closet
B2C
reclaimedcloset.com
Platform
Shopify
Key Differentiator
International shipping, sports calendar promotions
Review Request
After 2nd order
🏖️ Coconut Bikini
B2C
coconutbikini.com
Platform
Shopify
Key Differentiator
Ambassador program, beach/lifestyle brand
Review Request
After summer campaign
🏢 Virtus Realty Group
B2C
virtusrealty.com
Platform
Custom Real Estate Platform
Key Differentiator
Highest stakes — real estate transactions, legal compliance required
Review Request
After closing (never mid-transaction)

Universal Rules

Stop Conditions
Never stack sequences. A customer can only be in one automated flow at a time. Always check for active campaigns before triggering new sequences.
Escalation Triggers
1-2 star reviews require human escalation within 15 minutes. Auto-notify Jessica immediately. Response must be personalized, not template-based.
Human-in-the-Loop Gates
$250+ refunds require approval. Any credit term changes require Jessica sign-off. Legal issues always escalate to human.
NB Designer Rule
Never mention "NB Designer" to customers. Refer to it as "our design studio" or "our proofing system" if questioned.
Virtus Rule
Never offer legal or financial remedies for Virtus transactions. Real estate requires specialized handling — always escalate to licensed professionals.
Data Privacy
Customer data must be protected. Never share credentials. HIPAA-compliant handling for any health-related custom orders. GDPR compliance for international customers.

Dependencies

Lex approval on agent roster + models
Gmail integration for email automation
Google Calendar integration for appointment scheduling
HubSpot decision (build vs integrate)
NB Designer API access for Shirtsy integration
Customer data flow design and implementation