Forest — Phase 1 Reviewv1
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Get Forest to functioning.

Phase 1 is the work to move Forest from a set of drafted prompts to a live agent running cold outreach end-to-end. Everything on this page feeds directly into that milestone — your review decisions here unblock the next build steps. Fill in what you can, skip what you can't, copy the result back to me when you're ready.

Phase 1 Milestones

0% 0 of 13 complete
  • Review & tune foundation promptsYou
  • Voice calibration locked (house style + bio)You
  • Forest's SOUL.md reviewed & lockedYou
  • Tech decisions resolved (SDK, deploy, tools)You
  • North-star goal & metrics definedYou
  • Reference film library seeded (10+ films)Me
  • HubSpot schema liveMe
  • Daily whiteboard sheet builtMe
  • Smartlead.ai live + warming (5/day → 40/day by May 2)Done
  • 1–2 backup sending domains warmingYou
  • blueforest.studio lean v1 website liveUs
  • Claude Agent SDK app scaffoldedMe
  • First end-to-end test: 5 prospects processedUs
Next up — critical path

Fill in the bio pack — sections §2, §3, §4, §7.

Smartlead is warming. Critical-path is now Scribe's voice calibration, which is gated by your real story — origin (§2), beliefs (§3), how you talk (§4), and your process (§7) in assets/bio/ammon-founder-story.md. Without this, Scribe can't write in your voice for the May 12 launch.

Fastest path: Open Voice Memos / your phone / Omi. Talk for 60–90 seconds per section. Transcribe via Circleback or any tool. Paste raw into the file. Scribe polishes — you don't need to write polished prose.

Jump to bio pack section Or review SOUL.md
Deadline math
  • Bio pack ready ~ May 5
  • Voice calibration May 5–10
  • Warmup ramp complete ~ May 2
  • ⚡ First emails send May 12

Quick decisions

Short, mostly multiple-choice. These unblock the most downstream work — tech stack, metrics, outreach volume.

~4 min
Typical time to complete
4 decisions
Unblock the entire build path
All quick decisions answered. Section preserved below for reference; your answers are saved.
Decisions & setup locked in
Smartlead — LIVE 2026-04-24: ammon@blueforest.studio connected, DKIM/SPF/DMARC ✅, tracking domain track.blueforest.studio ✅, warmup running (5/day → 40/day by May 2). API key saved in password manager.
Transcription: Circleback + Omi as bonus ambient capture
SDK language: TypeScript
Deployment: Local Mac first → Cloudflare Workers
North star: 1 signed deal by July 30; 5 emails/day by May 12; 1 call/week by July 5
Volume: 25–50/week, quality-first

SDK language for Forest

Tech · Decision

Forest is being built as a standalone Claude Agent SDK application. Two mainstream options.

My default recommendation: TypeScript. Cleaner for scheduling, easier deployment, first-class SDK support.

Deployment target

Tech · Decision

Where does Forest actually run? This affects how overnight scheduled work happens and how reliable Forest is when your Mac is asleep.

Local is simplest to start. Cloud means Forest runs even when your Mac is off.

North-star goal (6 months)

Metrics · Essential

Analyst needs a north star to calibrate against. Without a goal, conversion rates are just trivia.

Example: "3 signed brand film projects by October 2026" or "first signed deposit by August 2026."

Cold email volume target

Campaign · Decision

Once warmed and running, how many cold emails per week feels right to you?

Lower volume means more personalization per prospect. Higher means more pipeline — but often lower response rates.

Voice calibration

The highest-leverage review on this page. If Scribe's voice is off, every single outbound is off. Rough answers beat blank ones.

3 files
Shape everything Scribe writes
Your voice
Only you can supply this

Banned phrases — your additions

house-style.md · §4

I drafted a banned-phrase list ("circle back," "quick call," "Hope this finds you well," etc.). What else specifically kills a cold email for you?

Five honest ones beat a generic rant. These become hard rejects for Scribe.

Words, phrases, patterns that feel like YOU

house-style.md · §5

What language patterns does your real voice have? Words you catch yourself using, rhythms you like, the way you actually open messages.

This is the opposite of banned phrases — it's the seed for Scribe's real voice.

The "good opener" example — does it sound like you?

house-style.md · §6

From house-style.md, §6:

"Watched your interview on Lenny's Podcast last month — the part about rebuilding sales at 200 people. The way you described the decision to lose two quarters of growth on purpose is the exact kind of thing that doesn't make it into most company films, and I think that's the story Cerebrata's customers would actually want to hear."

Cold emails / writers you admire

house-style.md · §6

One real cold email you got that made you want to reply. One writer/brand whose voice you trust. Anything concrete helps Scribe triangulate.

Even just names is useful. I'll track down samples.

Bio — origin of BlueForest

bio-pack · §2

The moment, decision, or realization that led you to start BlueForest. Not a resume — the story.

Rough is fine. Even a voice memo transcript is gold. Scribe polishes.

Bio — your beliefs and opinions

bio-pack · §3

Your actual convictions about the craft. What most studios get wrong. What a founder looks like when they're finally at ease. What you're rethinking right now.

3–7 short statements is plenty. Strong opinions, specific words.

Bio — your process + what makes a subject comfortable

bio-pack · §7

You mentioned in discovery your distinctive ability to put founders at ease on camera. Put it into words.

This is gold for proposals. The practices, setups, and attitudes that make the difference.

Forest's soul

Not voice for prospects — voice for Forest himself. How he sounds when he talks to you, how blunt he gets, what he pushes back on. Drafted as forest/prompts/SOUL.md using the OpenClaw SOUL.md pattern. Short, sharp, behavioral effect — never vague vibes.

Who he is
Identity, not operating rules
Re-read daily
Forest grounds on this every session

Read the SOUL.md draft — what needs to change?

SOUL.md · all sections

Open forest/prompts/SOUL.md and read it end-to-end. It should take 3 minutes. Focus especially on the "first-person sample" — that's the mirror for Forest's actual voice.

Rewrite, add, strike. Strong reactions are more useful than polite ones. If something sounds like Claude pretending to be a person rather than a person, flag it.

How blunt should Forest be?

SOUL · posture

The draft runs Forest pretty direct — "cut this," "you're wrong about X." You can dial it up or down.

Too blunt grates. Too soft becomes a yes-man. The goal is specific and useful, not rude or eager.

How often should Forest disagree?

SOUL · posture

The draft has Forest push back when he sees a real risk, then back down if you make a good case. How eager should he be to initiate disagreement?

Humor style

SOUL · voice

Does Forest have wit? If so, what kind?

The soul doesn't force humor — but the register you pick shapes how Forest handles moments of levity.

Things Forest should NEVER say to you

SOUL · voice

The draft bans the obvious ones ("I hope this finds you well," "Great question!", "As an AI…"). What other phrases, tones, or patterns make your skin crawl when an AI says them?

Different from the house-style banned phrases — those are for prospect-facing copy. This is internal, Forest-to-Ammon.

Strong opinions Forest should hold

SOUL · posture

The draft has Forest care about craft, restraint, specificity, and compound improvements. What else should Forest have strong takes about?

Examples: "Volume outbound is a losing strategy." "Every email should do one thing." "Metrics without denominators are lies." These shape how Forest judges his own work.

What Forest should genuinely care about

SOUL · motivation

The draft lists: a signal nobody else spotted, a pattern that shouldn't be there, a compounding improvement, a sentence that lands right, a prospect's story under the story, your time spent on craft not admin.

What did I miss? What should get Forest genuinely curious or satisfied?

Agent behavior

How Forest and his five sub-agents actually operate. Each question comes from the [REVIEW:] markers in the prompt files.

6 prompts
Forest + 5 specialists
7 questions
Shape how the team operates

Forest's behavior — anything to change?

forest.md · §3.3, §5, §8

The morning briefing format (TL;DR, Yesterday, Today, Decisions, Metrics, Questions, Trust). The 8 hard rules. The "disagree with Ammon when warranted" posture.

Specifically flag: things to add to the hard rules, changes to the briefing format, tuning how much push-back you want.

Scout — how deep should prospect briefs go?

scout.md

Current brief format is dense — 14 sections. Is that right, or should Scout ship shorter briefs and grow as we see what's useful?

Also: do you want Scout to note public personal details (cyclist, alma mater) or keep strictly business?

Scribe — cold email length cap

scribe.md · §3.1

Current cap is 150 words. Tight, but forces every word to earn its place. Too aggressive, too loose, or right?

90 words = most respectful of time. 200 = more room for film reference + case study. 150 is the middle.

Curator — films/directors/studios to seed

curator.md

Any specific films, directors, or studios you already know should be in the Phase 1 library? I'll build the rest.

Even 2–3 named pieces helps Curator triangulate what "on-brand for BlueForest's taste" means.

Analyst — metrics outside the outbound funnel

analyst.md

Funnel metrics are covered. Anything else you want tracked?

Examples: time you personally spend on Forest work, portfolio-build progress, social media signal, prospect source quality.

Reviewer — fifth verdict option?

reviewer.md · §5

Reviewer currently has Approved / Approved with minor edits / Send back / Block. Do you want a fifth option — "Approved but Ammon must see before send" — for high-stakes prospects?

Also: should Reviewer's bar get stricter as Forest's trust tier rises?

Infrastructure

Domains, sending inboxes, and the website. The physical apparatus Forest runs on top of.

3 domains
Rotated for safe cold-send volume
Lean v1
Site in week 1–2, iterate from data

Secondary (backup) sending domain — name it

Infrastructure · Decision

Buy one new domain specifically for cold outreach. Protects blueforest.studio's reputation if the primary gets flagged. ~$12/yr domain + $12/yr Zoho Mail inbox.

Pick a candidate or propose your own. Smartlead rotates inboxes across this and ammon@blueforest.studio automatically once both are warmed.

Tertiary sending identity — how far do we go?

Infrastructure · Decision

Rotation across 3 inboxes gets you 60–90 cold emails/day safely. Options:

More identities = more volume headroom + more resilience if one gets flagged. But also more setup work.

blueforest.studio website — when and how

Infrastructure · Decision

The root of blueforest.studio currently empty (buildstream subdomain is a separate project). Brand films site lives here.

Recommended: lean v1 in week 1–2, iterate from real reply data. See PROJECT_OVERVIEW.md §7.3 for full approach.

Operating framework

Trust tiers and what Forest pays attention to over time. Short section — but these shape long-term behavior.

3 tiers
Apprentice → Associate → Trusted
Ongoing
What Forest learns & watches

Trust tier promotion thresholds

trust-tier.md

Tier 1→2: 20 drafts at ≥80% approval. Tier 2→3: 60 days + sustained quality. Right, too strict, too loose?

Also: the "ask first" list for Tier 3 has a financial threshold gap — what's the $ above which Forest should always pause?

Things Forest should watch for

learnings.md

I seeded 7 "standing questions" — things Forest watches over time (e.g., "does founder or thought-leader archetype convert better?"). Add yours.

These shape what patterns Forest notices week over week.

Anything else

Freeform

Things I didn't ask about. Concerns, ideas, corrections, adjustments to the overall plan.

This is where "by the way..." notes go. Nothing is too small.

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