RISE · Alejandra Hub
Gmail
Inbox, drafts, and client correspondence.
Open → ScheduleCalendar
This week's meetings and deadlines.
Open → FilesDrive
RISE-LOT folders, proposals, and reports.
Open → CRMHubSpot
Leads, deals, contacts, and pipeline.
Open → DataGoogle Sheets
Sales trackers, models, and reports.
Open → AIClaude
Proposals, emails, research, and analysis.
Open → DocumentsGoogle Docs
Internal reports, proposals, and memos.
Open → MeetingsGoogle Meet
Video calls and client check-ins.
Open → MessagingTeam and client communication.
Open →- Context — who I am, what data, what already exists.
- Role — what sales perspective I want Claude to take.
- Task — the actual ask, in one clear sentence.
- Format — email, proposal, summary, table.
- Constraints — tone, brand voice, what to avoid.
- Does this sound like me — or like a template?
- Would I be comfortable sending this to a client?
- Does this save real time or improve the conversation?
- Refine the prompt — don't patch the output manually.
- Save the working prompt for future reuse.
Shared across all team hubs — prompts, links, guides, and tips posted here appear for everyone within ~1 second.
Personal AI Roadmap — Alejandra
From relationship-driven sales rep to strategic business developer — using AI to close faster and build deeper client connections.
Last reviewed: never.
1. Vision
Year-end goal
Strategic sales professional — a fully AI-assisted sales workflow that lets you spend more time with clients and less time on admin, documentation, and follow-up drafting.
In practice this means
- Use AI to craft personalized client proposals and listing descriptions in minutes
- Build a library of follow-up sequences that nurture leads without feeling scripted
- Research client profiles and market comparables instantly before every meeting
- Free up time from admin to focus on site tours, relationships, and closing
2. Goals and Milestones — 30 / 90 / 180
Click a box to mark it complete. Progress saves automatically.
30 Days
0/5- Finalization and Launch of the Main Website — complete final development, design, and lead-capture gateway on risecostarica.com, 100% operational and ready for the public
- Global User Testing via Autonomous AI Agents — deploy agents with international buyer profiles (US, Europe, Canada) to audit the sales flow and forms by geographic origin
- AI-Driven Multi-Device Mobile Compatibility Audit — simulate website loading across dozens of mobile device models and browsers, detecting visual flaws and speed bottlenecks
90 Days
0/5- Build the "Ambassador Scout" System in AntiGravity — AI trained on Rise's identity to identify aligned influencer profiles via family and wellness hashtags
- Create a Vetted Contact List Automatically — use AntiGravity to find contact info and verify family status for identified prospects from social media
- Connect and engage on social media manually — use AI to write custom messages and comments based on each person's bio and style (1 hour daily)
- Create a Family Retreat at Kinkara — run numbers, structure profit-sharing model, and invite vetted families for a hosted retreat experience
- Build the Retreat Blueprint and Launch Invitations — finalize costs, design the retreat itinerary, and send personalized invitations to vetted families
180 Days
0/5- Set Up Tracking and Optimize Web Traffic — connect tools to identify the exact origin of 100% of monthly leads from a clean marketing pipeline
- AI-Automated Weekly Reporting System — AntiGravity pulls week's data (views, users, leads, meetings) and writes an executive summary every Monday for Jesse automatically
- Shift from Paid Ads to Free Organic Traffic — optimize pages for Google search to achieve at least 50% of 15,000 monthly views organically, reducing ad spend
- Smart Lead Quality Filtering (AI Lead Scoring) — AI scans ~120 monthly leads, automatically tagging them as High, Medium, or Low Quality based on form answers and profile
- Instant Alerts for High Quality Leads — real-time WhatsApp or email notification the moment AI detects a high-quality lead, enabling contact within 15 minutes
3. Team Wins, Ideas & Success Stories
The live team feed — wins, ideas, and success stories from every Rise teammate. Anything posted here appears on your hub, the Team Hub, and every other personal hub within ~1 second.
4. Notes for AI development & enhancement
Drop ideas, requests, and bugs here as they come up. When ready, click Copy all and paste them into a Claude conversation — I will update this page for your next deploy. Saves automatically to your browser.