Apr 22 · Pipeline Mapping with Shawn

Sources → Connectors → Membership.io

The three concepts Shawn approved Apr 14, mapped end-to-end: where content lives today, how it flows into the app, what happens to it, and where the answers land inside Membership.io. Each diagram is a real architecture the 6-tool suite already proves out.

Live MVP

Book GPT

Chat with Experience Is Everything, every answer cited.

Approved. Replaces the Jeannie/Tony conversation about a custom-GPT for the book.

Live (Compass + ROI)

Experience Calculator

Client inputs → CXI framework → value proposition + before/after snapshots.

Approved. Scope covered by Compass v2 (maturity scoring) + ROI Calculator (dollar impact). Quarterly tracking + case-study gen on the roadmap.

Seeded MVP

Ask Jeannie

Jeannie's full body of work as an AI assistant - not just the book.

Approved. 5-source knowledge base: Membership.io, Google Drive, Learning Center, YouTube, public content.

Apr 14 rejections

Journey mapping tool - existing competition in the space + not Jeannie-specific enough. Not included in this pipeline map.

Book GPT Pipeline

The simplest of the three - single content source, single retrieval path.

Source

Owner: Jeannie · Shawn · Publisher

Manuscript

Full manuscript loaded - Introduction + 7 chapters + Conclusion (~292k chars · ~73k tokens). Re-publish takes 90 seconds when a chapter changes.

Connector

Owner: Matt

Build-time inline bundle

Chapter files in `src/lib/book-content/`, compiled into edge-deployed TS module. No runtime fetch, no database.

Processing

Owner: Claude · XI prompt eng

System prompt grounding

Claude Sonnet 4.5 receives full chapter text as system context per query. Prompt enforces: only answer from the text, cite chapter, reject out-of-scope.

Destination

Owner: Membership.io · Matt

Membership.io embed

iframe or API-backed widget inside Membership.io. Gate via Membership.io session cookie → our edge function checks membership before answering.

Open questions

Q: Where does the gate live?

A: Option A - iframe from xi-tools.pages.dev with Membership.io JWT validation. Option B - Membership.io plugin that server-side-renders our tool. A is faster to ship.

Q: How do we handle updates?

A: Each new chapter = bundle rebuild + 90-second deploy. No database migration.

Q: Cost per query?

A: ~$0.01–0.03 depending on conversation length. Full book loaded ≈ 8× Chapter 1 = ~$0.08/query. Cache member sessions.

Experience Calculator Pipeline

Two tools already shipped (Compass + ROI). This section shows how they combine into the quarterly-tracking + case-study feature Shawn asked for.

Source

Owner: Client · Jeannie session

Client inputs

Compass: 11 Likert + 3 open-text. ROI: customer count, churn %, avg revenue, NPS/CSAT. Collected quarterly.

Connector

Owner: Matt

KV store (Cloudflare)

Each result saved by deterministic ID. Quarter + org name → stable URL. Already live at `/api/store-result` + `/api/fetch-result`.

Processing

Owner: Matt · Claude

Deterministic math + AI narrative

Scores computed client-side (auditable). Claude writes the executive summary + 90-day plan tied to CXI Navigator pillars. No hallucinated numbers.

Destination

Owner: Membership.io · Jeannie

Quarterly dashboard + case study draft

Q1 vs Q2 vs Q3 scores rendered as progress bars (78→82). Auto-generated case study narrative ready to publish on XI blog or share in sales deck.

Open questions

Q: Who sees quarterly tracking?

A: Option A - member-only (drives retention). Option B - sales-accessible (drives deals). Recommend A; Jeannie can screenshot for B.

Q: Case study auto-publish?

A: No. Draft only - Jeannie reviews + edits before publishing. Claude drafts, human approves.

Q: How do clients return?

A: Quarterly email nudge w/ one-click relogin + pre-filled org from last session. Resend wiring already live.

Ask Jeannie Pipeline

The most ambitious of the three. Five sources, unified retrieval, cited answers in Jeannie's voice.

Source

Owner: XI team · Tony · Matt

5 knowledge sources

(1) Membership.io: 37 workshop recordings + transcripts + resources. (2) Google Drive: planning docs, frameworks, slides. (3) Learning Center website: blog posts, teaching articles. (4) YouTube: Jeannie's public talks + interviews. (5) Public content: LinkedIn posts, podcast appearances, press.

Connector

Owner: Matt

Per-source sync job

Membership.io - scheduled API pull of new workshops (if API available; otherwise manual upload). Drive - Google Drive API + scheduled sync. Website + YouTube - scheduled scrape. LinkedIn - Jeannie copy-paste into a content queue, or scrape via authenticated feed. Every source deposits into a shared Cloudflare R2 bucket.

Processing

Owner: Matt

Chunk → embed → index

Each document chunked (500-800 tokens, 50 overlap). Embedded with Voyage AI or OpenAI text-embedding. Stored in Cloudflare Vectorize (or Turbopuffer if we outgrow). Per-chunk metadata: source type, date, workshop #, URL.

Retrieval

Owner: Claude · XI prompt eng

Top-K + rerank + answer

Query → embedding → top-20 chunks → Claude rerank → top-5 passed to Claude Sonnet 4.5 with grounding prompt. Answer cites workshop # / chapter / URL for each claim. Refuses to answer if no grounded evidence.

Destination

Owner: Membership.io · Jeannie · Sales

Membership.io + XI sales team

Member chat widget inside Membership.io. Separate admin view for Jeannie + sales team to query private notes. Citations click through to the source (workshop video timestamp, drive link, blog post, YouTube chapter).

Open questions

Q: Member-facing or internal-only first?

A: Ship internal-only for 30 days (Jeannie + Matt dog-food). Then expose to members Q3 once tone + refusal behavior is tuned.

Q: How do we handle Jeannie's voice?

A: Every workshop transcript tagged with Jeannie quotes. System prompt: "When possible, quote Jeannie verbatim - cite by workshop #. Synthesize across sources only when no single source answers."

Q: What's the MVP scope?

A: Start with sources 1 (Membership.io workshops) + 3 (blog) + 5 (public content). Add 2 (Drive) + 4 (YouTube) after 30 days. See `/ask-jeannie` for the pilot.

Q: How do we refresh embeddings?

A: Incremental: new/changed docs re-embedded nightly. Full re-index monthly. Versioned so rollback is possible.

Shared infrastructure

Built once, used by all three

Cloudflare Pages + Workers

Live

Edge-deployed Next.js. Every API route runs on the Workers runtime. Sub-200ms cold start globally. Free tier covers the expected XI volume.

Claude Sonnet 4.5 via direct fetch

Live

Unified client at `src/lib/claude-client.ts` with retry + exponential backoff. No SDK (keeps edge bundle clean). Every tool uses it.

Cloudflare KV (results)

Live

Stores generated results by ID for shareable URLs. Mission Statements persist there today. Extensible to all 6 tools with one-line addition per tool.

Resend (email)

Live · DNS pending

Branded HTML emails per tool kind. Verified sending from experienceinvestigators.com once DNS records are added.

Cloudflare R2 + Vectorize (Ask Jeannie)

Pilot

Raw docs live in R2, embeddings in Vectorize. $0.015/GB/mo storage + ~$0.04/M embedding queries. Negligible at XI scale.

Membership.io integration

Needs Tony's input

Gate via Membership.io session cookie check on edge. Iframe or direct plugin embed - decided together with Tony.

What this costs to run

Monthly burn at realistic XI scale

Book GPT

100 member queries/day

Sonnet 4.5 · full book in system prompt · Haiku for simpler queries drops it to $80

$240/mo

Experience Calculator

500 Compass + 200 ROI/mo

One generation per session · deterministic math is free

$40/mo

Ask Jeannie

50 member queries/day + 100 internal/day

Includes embedding refresh + retrieval + rerank + answer

$180/mo

Infrastructure

Pages + Workers + KV + R2 + Vectorize + Resend

All on free or near-free tiers at this volume

$5-20/mo

Total (steady state, year 2)

~$450/mo

Contrast: one keynote booking that came in because of this ecosystem covers 12+ months of tooling. A single Membership retention save covers a month. Cost is not the constraint.

Decisions for Apr 22

What needs Shawn's call in the meeting

Gating

Iframe vs plugin for Membership.io integration?

Matt's rec:Iframe from xi-tools.pages.dev with JWT handoff. Ship in 1 week. Plugin path takes 3-4× longer.

Ask Jeannie sources

Which 3 of 5 sources ship first?

Matt's rec:Membership.io workshops + Learning Center blog + public content (LinkedIn + podcasts). Add Drive + YouTube after 30-day internal dog-food.

Voice guardrails

When Jeannie can't find an answer in Jeannie's corpus, does it say 'I don't know' or synthesize from general knowledge?

Matt's rec:Say 'I don't know' with a suggestion to ask Jeannie directly. Synthesis = brand risk.

Book GPT full book

When does full manuscript ship into Book GPT?

Matt's rec:Need Jeannie/Shawn signoff on content. Once cleared: 2-hour turnaround to deploy.

Pricing

Are these bundled with Membership or separate?

Matt's rec:Book GPT = Membership perk. Experience Calculator = free + lead magnet. Ask Jeannie = Membership perk (internal-only during pilot).

Domain

Where does this live?

Matt's rec:tools.experienceinvestigators.com. Matt owns DNS change. Custom domain alias to xi-tools.pages.dev.

After Apr 22: the 30-day plan

01Tony + Matt scope the Membership.io iframe gate (1 call, 30 min).
02Jeannie signs off on full book manuscript for Book GPT.
03XI team delivers Membership.io workshop transcript dump (source 1 for Ask Jeannie).
04Matt ships Ask Jeannie pilot with 3 sources live.
05Custom domain points at app. Resend domain DNS verified.
06Internal dog-food week. Jeannie + Shawn + Matt test Ask Jeannie daily.
07Member-facing launch. Usage dashboard live.

← Back to pitch deck Gate mechanics →View Ask Jeannie pilot →