1
Named buyer
Forward only if the referrer can name an agency owner, account lead, solo marketer, or fractional CMO with a client/prospect need in the next 14 days.
Before a warm referral, qualify the path to one paid starter order.
This checklist keeps Task Agents growth pointed at revenue signal: a buyer with a live client/prospect job, a narrow first packet, and enough trust to tolerate a $9–$19 paid test this week.
2
Named job
Pick one starter packet: Website Roast for sales prep, Review Mining for messaging, or TikTok Competitor Report for creative planning. Do not send the whole catalog first.
3
Named signal
Count only a paid order, a client-tied sample request, or a precise trust objection. Curiosity replies are useful notes, not demand.
Forward-ready copy Dimitri can use manually.
Quick sanity check: I’m testing Task Agents as low-ticket research packets for marketers/agencies. Best first order is usually a Website Roast for a prospect call, Review Mining for messaging, or a TikTok Competitor Report for creative planning.
Do you have one client/prospect where a $9–$19 research packet would save prep time this week? If yes, which packet would you actually try — and what would you need to see to trust it?
Do not count these as wins.
- “Looks interesting.” No client, no job, no checkout intent.
- “Send me everything.” Too broad; route them back to one starter packet.
- AI curiosity. The buyer must want a finished report, not a tool tour.