Ideas for using AI to move HBW outcomes — category visibility, prevention, growth. Not setup polish, actual category leverage.
Every morning, see yesterday's GB, orders, units, and refund rate for L3 High End compared to the prior week's average. Anything unusual gets flagged automatically. Catches deals that slowed down or refunds that spiked before you'd notice in WBR.
L3 High End
Watch each merchant's refund rate vs their normal level. When a merchant's refunds jump unusually, get an alert with a click-through to see why. Stops a problem merchant from compounding before you catch it in monthly review.
L3 High End
Apply the 78-deal scoring framework you built for laser to RF microneedling deals. Catches poor-quality RFMN inventory at the submission step before it ships. Project folder already exists for this.
RFMN
Every night, automatically check Rx weight loss and ED deal pages to make sure they have the right legal language (FDA-approved vs compounded distinction, FTC subscription disclosure, eligibility callouts). New violations get flagged to Safet automatically.
Rx / GLP-1
Same automated weekly sweep you have for Botox, but extended to dermal fillers, lip filler, IV therapy, Kybella. Each one adds ~$3-5K of below-floor revenue caught and corrected annually.
Cosmetic Injections
Monitor which reps have completed the Cosmetic Injections certification quiz and whether their cert is still current. Surface reps with lapsed certifications before they sell deals they're not certified for.
Training & Enablement
Right now the rep quality dashboard shows averages per rep. Scoring individual calls would surface specific coaching moments - 'rep X had a great rep score but this one call needs coaching.' Drills coaching from rep-level to call-level.
Sales Call Quality
Extend the merchant website inference tool we built for portfolio pitches into a continuous prospecting system. Surface multi-location medspas, dermatology groups, dental DSOs that BD should pursue.
BD / Prospecting
Every Monday morning, automatically pull the WBR-relevant numbers (HBW L3 GB, orders, refund %, top movers, deals that paused) into a pre-filled template. Walk into the WBR with everything already loaded - just commentary + decisions left to add.
Category ops
Watch each sub-category within L3 High End. Anything down >20% YoY gets surfaced with a RESTORE recommendation: which deals to restructure, which merchants to renegotiate, which to pause. Right now RESTORE is done category-by-category as you notice problems.
L3 High End
Recurring manual work that costs you real hours each year. Each candidate shows what it costs now, what it would cost after, and total annual hours back.
Every Monday at 7am, automatically pull HBW L3 numbers (GB, orders, refund %, top movers, deals that paused last week) into your WBR template. You walk into WBR with the prep done.
When: Weekly · 50x/year
Today: ~45 min/week pulling + formatting numbers before WBR
After: 0 min — you open a pre-filled template
Annual: ~37 hours/year
Recurring leadership prep
Take Rate tab, Refunds tab, Cohort splits, top-N concentration — all of these get rebuilt monthly from scratch. Automating the data layer would mean monthly MBR is commentary + decisions, not pulling.
When: Monthly · 12x/year
Today: ~3-4 hours/month rebuilding the data layer
After: ~30 min reviewing auto-generated tabs
Annual: ~36-48 hours/year
Monthly leadership prep
Every morning, check each HBW merchant's 7-day refund rate vs their 28-day baseline. Anything jumping >X% gets flagged with a link to the refund detail. Catches problem merchants before WBR review.
When: Daily · 250x/year
Today: Currently never done systematically — caught in monthly review after damage
After: 0 min — alerts only on real anomalies
Annual: Prevention-value: a single caught merchant can be $5-20K in refunds prevented
Drift detection
Botox sweep is fully automated. Same pattern (live-API verification + lifecycle tracking + Monday refresh) applied to dermal fillers, lip filler, IV therapy. Each adds a similar amount of compliance + revenue protection.
When: Weekly · 50x/year × 3 new categories
Today: Currently zero coverage on these other injectables
After: Same hands-off cadence as Botox
Annual: Compliance: ~$3-5K of below-floor revenue caught/closed per category
Pattern extension
Currently you manually download the Change Log CSV every Monday before the launchd job fires. Automating the Sheet → CSV step removes the one remaining manual step in that pipeline.
When: Weekly · 50x/year
Today: ~5 min/week + occasional missed weeks (silent dashboard staleness)
After: 0 min · no missed weeks
Annual: ~4 hours/year + reliability win
Recurring fix
The dashboard refreshes locally Mondays but you have to manually upload to GIQ for share-out. Automating the GIQ upload makes the dashboard truly shareable on a schedule.
When: Weekly · 50x/year
Today: ~10 min/week + dashboard often stays local for days
After: 0 min · GIQ stays fresh
Annual: ~8 hours/year + dashboard becomes a shared artifact
Distribution
When something in your chase queue hits N days with no activity from the person you're waiting on, auto-generate a polite nudge draft you can send with one click. You decide whether to send, but the drafting work is done.
When: Daily check · ~10 chase items active
Today: ~30 min/week reviewing chase queue + drafting nudges
After: ~5 min/week reviewing pre-drafted nudges
Annual: ~22 hours/year + faster turnaround on stuck threads
Coordination
Asana tasks pile up after completion and clutter your search results. Auto-archive any task completed >30 days ago into an archive section, monthly.
When: Monthly · 12x/year
Today: ~30-45 min quarterly cleanup
After: 0 min · happens silently
Annual: ~2-3 hours/year + cleaner Asana for daily work
Hygiene
New skills you could build once and reuse across many projects. Each one compounds — first use justifies it, every reuse after is free.
One skill that scans any deal page for required disclosures: FDA-approved vs compounded language, FTC subscription/renewal, medical eligibility callouts, off-label drug claims. Reusable across Cosmetic Injections, Rx Weight Loss, Hair Restoration, IV Therapy — anywhere regulatory language matters.
First use: Rx weekly tracker (replace nightly scan from automation candidates)
Reusable in: Cosmetic Injections, Rx, Hair Restoration, IV Therapy, Weight Loss, Men's Health
Build effort: ~6-10 hours
Compliance
Takes any category, unit count, and market data → computes the price floor and runs the Botox-style weekly sweep. Same lifecycle-tracking pattern, but configurable per category instead of hardcoded.
First use: Dermal Fillers (extend Botox sweep)
Reusable in: Botox, Dermal Fillers, Lip Filler, IV Therapy, Kybella, anything with unit pricing
Build effort: ~8-12 hours
Pricing + compliance
Generic version of the LHR Pacific South Sprint Tracker. Takes a sprint name + roster + KPI definitions + deal list → produces a weekly progress tracker with rep scorecard, sprint log, bucket breakdown, and WoW chart.
First use: RF Microneedling sprint (when it launches)
Reusable in: LHR, RFMN, Cosmetic Injections compliance, any sprint
Build effort: ~10-15 hours
Tracking
Currently a POC in Portfolio Pitch Generator. Productionize as a reusable skill that any project can call to: infer services offered, classify merchant type, identify multi-location chains, surface contact info.
First use: BD prospect lists (extend Portfolio Pitch scraper)
Reusable in: Portfolio Pitch, BD prospecting, account research, competitive analysis
Build effort: ~12-15 hours
Merchant intelligence
Given category numbers (GB, orders, refund %, top movers), automatically surface the 5-7 things worth discussing in WBR. Pulls from anomalies, top wins, structural shifts. Stops you from preparing the same kind of bullet list every week.
First use: HBW WBR weekly prep
Reusable in: HBW WBR, MBR sections, any category leadership review
Build effort: ~6-8 hours
Executive prep
Generic daily anomaly detector. Takes a category scope + metric list → surfaces anything outside normal range yesterday vs prior 7-day average. Replaces ad-hoc daily checks across multiple categories.
First use: L3 High End daily check (from growth ideas)
Reusable in: L3 High End, Cosmetic Injections, Rx, any HBW sub-category
Build effort: ~8-12 hours
Drift detection
Generic skill that takes any rep + their call records / deal closes / scorecard → surfaces top 3 coaching opportunities specific to that rep. Output is a coaching card the rep's manager can hand them.
First use: BD reps in HBW Portfolio adoption coaching
Reusable in: BD, MD, RM, account managers — anyone with measurable individual performance
Build effort: ~8-10 hours
Coaching
Takes any strategic account → generates the full Q-package: QBR deck, email strategy, negotiation talking points, OOO handoff doc. Replaces multi-day manual buildout that you did for SEV Laser.
First use: Next strategic account at quarterly QBR
Reusable in: All quarterly QBR accounts in HBW
Build effort: ~10-12 hours
Account management
Improvements to your own automation and dashboards. Surfaced automatically from things your past wins have pointed at.
Extend the snapshot/Friday pattern to LHR Pacific South Sprint Tracker (currently Monday-only); apply same Snapshot+5/15+WoW architecture to other category enforcement tracks (RFMN, GLP-1)
surfaced from Botox Price Floor dashboard — full rebuild with 5/15 + Snapshot + Friday automation · 2026-W23
Wrap the Friday tracker pull + sync-sprint-status into a single command so off-schedule refreshes are 1 step
surfaced from LHR Sprint Tracker mid-week refresh — caught 2 dashboard bugs + synced live tracker · 2026-W23
Full MEMORY.md consolidation pass (skill: consolidate-memory). Other entries from prior sessions may have similar project-belongs-in-project candidates.
surfaced from Memory architecture correction — moved 5 LHR-specific rules from global memory into project knowledge · 2026-W23
Image compression in render-review.py (standalone HTML files balloon to 5MB+ when merchant provides 4+ high-res images - triggers the original upload timeout that caused the 0-byte bug). Should resize embedded images to ~800px max for the review HTML, keep originals on disk for actual deal-page upload.
surfaced from LHR proposal pipeline overhaul + 6 deals shipped · 2026-W23
Wire dashboard-data.jsonl auto-pull into the W-over-W metric panel so the maturity table populates without manual log-grepping.
surfaced from weekly-515 — Friday autonomous run (W23) · 2026-W23
Extend linter further: trust-badge whitelist check, H1 banned-pattern check (session-count-led), Advanced Technology section non-empty when device verified
surfaced from LHR content rules: memory → project rubric + linter · 2026-W23
Authenticated Google Sheets pull to close the manual step. Plus consider whether the 'Refund Delta' column showing dashes for deals with zero refunds is misleading (it's correct, but visually reads as missing data — could differentiate styling).
surfaced from CM Impact Tracker — daily-granularity switch + UX overhaul · 2026-W23
Authenticated Google Sheets pull (gcloud user creds or service account) to fully re-automate the weekly cron without requiring her manual download step.
surfaced from CM Impact Tracker — weekly refresh + BQ batch optimization · 2026-W23