MasteryMade · Template

Template: Expert Boarding Pack

Clone for each new expert. Replace [EXPERT] placeholders. Publish to [expert].asapai.net/boarding-pack.
Spec: PRD 4 · PRD 9 · Live example: Align360

1. Boarding milestone tracker

MilestoneWhat's neededStatus
1: Brand assetsLogo, colors, fonts, tagline
2: Extraction interviewsMin 2 recorded sessions (45+ min). Governance doc if available.
3: Content permissionsYouTube API, email list, LinkedIn, podcast. Not required for MVP.
4: Offer approvalPricing set, partner sign-off, domain registered.
These are "boarding milestones" — NOT the Gate 1-4 data scoping from PRD 2.

2. Expert profile

Name:           [EXPERT NAME]
Company:        [COMPANY]
Tagline:        [TAGLINE]
Bio:            [2-3 sentences]
Core expertise: [bullet list]
Unique framework: [Primary framework + description]
Target audience:  [Who they serve]
Brand voice:      [Tone, reading level, never-do list]

3. IP inventory

3A: Product architecture

| # | Name | Description | Phase/Tier | Active at launch? |

Also list background/invisible systems that govern behavior.

3B: Core frameworks (maps to PRD 4 Module 1)

Framework name:     [e.g., FLC Wisdom Framework]
Layers/steps:       [Sequential steps]
Decision logic:     [How they decide what to do next]
Validation filter:  [How they know output is done]
Anti-patterns:      [What they guard against]
Governing values:   [Core values]

3C: Content assets

FileLocationModule mapping
[System prompt][path]All modules (monolithic)
[Knowledge files][path]Modules 4-6
[Transcripts][path]Modules 1-3, 7-8
[Governance doc][path]Module 1, 3

3D: Partnerships

Revenue model, network value, pricing per partnership.

4. PRD 4 module mapping

ModuleSource materialExtracted?JSON?
1. Thinking rubric[Primary framework]
2. Voice + style[Voice description]
3. CTA psychology[Guardrails, anti-patterns]
4. Embedded IP[Frameworks, tools, types]
5. Modularization[Teaching sequences]
6. Meta-structures[Program architecture]
7. Pattern recognition[Diagnostics, assessments]
8. Prompt templates[Q&A from transcripts]
9. Retrieval patterns[Background systems]

5. Build phase tracker

PhaseStatus
Extraction (Modules 1-9)
Validation (3-pass)
betaapp.io deploy
Competitor intel
Content machine
Wave 1 (5 alpha)
Wave 2 (50-100)
Wave 3 (public)

6. Pricing + onboarding + LLM context

See Align360 boarding pack sections 6-8 for complete examples of pricing structure, onboarding flow spec, and LLM context block format.

Usage

  1. Clone to [expert].asapai.net/boarding-pack
  2. Replace all [PLACEHOLDER] values
  3. Create reconciliation at plan.jasondmacdonald.com/[expert]-reconciliation
  4. Follow execution playbook steps 2-10
  5. Register in command center
MASTERYMADE · Template v1.0