# PRD: Template Taxonomy, Generation Modes & Quickstarts

**Version**: 1.1
**Date**: March 9, 2026
**Status**: Approved — ready to build

---

## Executive Summary

Reveal currently splits into two paths: Desktop (full wizard) and Live (mobile presets). This is a false dichotomy. The real axis is **time pressure**, not device. A desktop user screen-sharing a Zoom call needs the same speed as a mobile user at a conference. A mobile user reviewing meeting notes later doesn't need speed at all.

This PRD makes three architectural changes:

1. **Three generation modes** replace the Live/Desktop split — Realtime (speed), Studio (depth), Engine (batch)
2. **Unified category taxonomy** — 13 categories with mode-filtered visibility. Playbooks merge into Lead Magnets. Sales & Presentations is first-class. Intelligence and Content Engine are Engine-mode categories.
3. **Quickstarts (QS)** — saved production configurations that capture every variable (domain, voice, design, ICP, template, depth, gate, folder). Pick a QS, drop in source material, hit Go. No more resetting 9+ variables between runs.

---

## Part 1: Generation Modes

### The Three Modes

| Mode | Time Pressure | Primary Input | Primary Output | Available On |
|------|--------------|---------------|----------------|-------------|
| **Realtime** | 30-90 seconds | Live mic / active Zoom transcription | QR code + shareable link | Desktop + Mobile |
| **Studio** | 2-5 minutes | Uploaded transcript, files, URLs | Published page, email delivery | Desktop primarily |
| **Engine** | Background / scheduled | RSS feeds, YouTube URLs, curated sources | Batched reports, daily content | Desktop only (automated) |

### Mode Behaviors

**Realtime Mode**
- Speed pipeline engaged automatically (`speed_mode: true`)
- Complexity router forces `single-fast` or `hero-first` paths
- Assembler used for HTML generation (skips Pass 2 LLM)
- Default input: microphone recording with live transcription preview
- Default output: QR code + instant shareable link
- Template filter: only templates tagged `realtime: true`
- Desktop Realtime: triggered during active Zoom transcription capture or when user selects "I'm in a meeting now"
- Mobile Realtime: the current `/reveal/live` experience (unchanged UX, mode-aware backend)

**Studio Mode**
- Full depth pipeline (Pass 1 extraction + Pass 2 HTML render)
- All templates available, no speed constraints
- Default input: file upload, paste, URL extraction
- Default output: published page with full verification
- This IS the current Desktop wizard behavior

**Engine Mode**
- Batch processing, no UI waiting
- Sources: RSS feeds, YouTube transcript URLs, curated link lists, MCP session exports
- Runs on schedule or manual trigger
- Output: intelligence briefs, daily content pieces, newsletter drafts
- Templates tagged `engine: true` only
- Future: cron-triggered via API

### Mode Selection UX

**Desktop (`/reveal`)**
```
[Realtime]  [Studio]  [Engine]
     ^          ^         ^
  "I'm in    "Post-    "Batch
  a meeting   meeting    process"
  right now"  build"
```

Three tabs or pill buttons at the top of the wizard. Studio is default. Realtime activates when transcription is running. Engine is a separate dashboard-style view.

Each mode tab filters the Quickstart list to show only QS matching that mode. The QS picker sits below the mode tabs as a compact card (see Part 3).

**Mobile (`/reveal/live`)**
Always Realtime mode. No mode selector — the mobile UX IS Realtime by definition. Uses the same QS system underneath, filtered to `mode: 'realtime'`.

---

## Part 2: Template Categories

### Unified Category List

All categories exist across all modes. Each mode filters which categories (and which templates within categories) are visible.

| # | Category ID | Display Name | Description | Realtime | Studio | Engine |
|---|------------|--------------|-------------|----------|--------|--------|
| 1 | `meeting-intel` | Meeting Intelligence | Full call analysis with insights, frameworks, opportunities | Yes | Yes | - |
| 2 | `sales-presentations` | Sales & Presentations | Live pitch decks, proposals, case studies | Yes | Yes | - |
| 3 | `lead-magnets` | Lead Magnets & Playbooks | Diagnostic playbooks, assessments, resource kits — all with strategic CTAs | Subset | Yes | - |
| 4 | `tool` | Interactive Tools | Calculators, scorecards, assessments, interactive widgets | - | Yes | - |
| 5 | `ai-demo` | AI Prompts | Ready-to-use prompts tailored to the prospect | Yes | Yes | - |
| 6 | `athio` | Partnership | JV intelligence pages at every relationship stage | Subset | Yes | - |
| 7 | `validation` | Validation & Launch | Alpha launch pages, waitlists, idea validation suites | - | Yes | - |
| 8 | `intelligence` | Intelligence & Research | Aggregated briefs from multiple sources, session recaps | - | - | Yes |
| 9 | `content-engine` | Content Engine | Mastery Minutes, Mastery Moments, pillar articles, atomic content | - | Studio* | Yes |
| 10 | `linkedin` | LinkedIn | Carousels, narrative posts, pattern-interrupt content (Charles Hill strategy) | - | Yes | Yes |
| 11 | `newsletter` | Newsletter | Issue compilation, segment-targeted editions | - | Yes | Yes |
| 12 | `email-sequences` | Email Sequences | Nurture sequences, launch sequences, onboarding drips | - | Yes | Yes |
| 13 | `client-deliverables` | Client Deliverables | Discovery recaps, project proposals, board updates, coaching summaries | Yes* | Yes | - |

*Studio for manual one-offs; Engine for scheduled batch. Client Deliverables in Realtime = quick recap only.

### Templates Per Category

#### 1. Meeting Intelligence (`meeting-intel`)
| Template ID | Name | Realtime | Description |
|------------|------|----------|-------------|
| `meeting-intel` | Default Report | Yes | Full transcript analysis with insights, opportunities, and actions |
| `meeting-intel-recap` | Quick Recap | Yes | 1-section summary — "here's what we discussed" (NEW, lightweight) |
| `meeting-intel-executive` | Executive Brief | No | C-suite formatted — decisions, risks, next steps only (NEW) |

#### 2. Sales & Presentations (`sales-presentations`) — NEW
| Template ID | Name | Realtime | Description |
|------------|------|----------|-------------|
| `sales-pitch` | Live Pitch Page | Yes | Build during meeting, screen-share ready, real-time value demo |
| `sales-proposal` | Proposal Page | No | Post-call deliverable with scope, pricing, timeline |
| `sales-case-study` | Case Study | No | Results proof page with before/after metrics |
| `sales-comparison` | Pricing Comparison | Yes | Options page for decision maker — tier comparison |

#### 3. Lead Magnets & Playbooks (`lead-magnets`) — MERGED from `playbook`
| Template ID | Name | Realtime | Description | Strategic CTA |
|------------|------|----------|-------------|---------------|
| `playbook` | Audience Playbook | Yes | Expert's framework structured for their audience | Audience capture ("get more playbooks") |
| `playbook-cold` | Expert Attention | No | Personalized extraction to capture expert cold | Relationship ("work with us") |
| `playbook-community` | Community Seed | No | Credit expert, post in communities | Audience hijack ("join our community") |
| `lead-assessment` | Assessment Results | Yes | Personalized scorecard from conversation data | Email gate → nurture |
| `lead-resource-kit` | Resource Kit | No | Curated collection of tools/templates/links | Email gate → authority |
| `lead-decision-framework` | Decision Framework | Yes | Structured decision tree for prospect's choice | Consult CTA |
| `lead-mini-course` | Mini-Course Landing | No | 3-5 lesson sequence gated content page | Course enrollment |

#### 4. Interactive Tools (`tool`)
| Template ID | Name | Realtime | Description |
|------------|------|----------|-------------|
| `tool` | Default Tool | No | Custom calculator, assessment, or interactive widget |
| `tool-scorecard` | Scorecard | No | Multi-criteria scoring with visual results (NEW) |
| `tool-calculator` | ROI Calculator | No | Input-driven calculation with personalized output (NEW) |

#### 5. AI Prompts (`ai-demo`)
| Template ID | Name | Realtime | Description |
|------------|------|----------|-------------|
| `ai-demo` | Default Prompts | Yes | Ready-to-use AI prompts tailored to the prospect |

#### 6. Partnership (`athio`)
| Template ID | Name | Realtime | Description |
|------------|------|----------|-------------|
| `athio-jv-cold` | JV Cold Prospect | Yes* | Partnership page from public info (LinkedIn, website) |
| `athio-jv-warm` | JV Post-Conversation | No | Reference page after a call — FAQ from objections |
| `athio-jv-ready` | JV Ready to Sign | No | Maximum personalization — co-branded page |

*Realtime for JV Cold only — quick "let me show you" during call

#### 7. Validation & Launch (`validation`)
| Template ID | Name | Realtime | Description |
|------------|------|----------|-------------|
| `alpha-validation` | Alpha Launch Page | No | Validation landing with hero, pricing, founder story |
| `email-waitlist` | Email Waitlist | No | Pre-launch waitlist with email capture |
| `validation-suite` | Idea Validation Suite | No | 4-page analysis: market, positioning, competitive, sales |

#### 8. Intelligence & Research (`intelligence`) — NEW, Engine-only
| Template ID | Name | Description |
|------------|------|-------------|
| `intel-aggregate` | Ideas Aggregate | 30 hours of YouTube/podcasts condensed into 1 filtered brief |
| `intel-session-recap` | Session Recap | MCP chat session summary with extracted decisions and actions |
| `intel-competitor` | Competitor Watch | Track competitor moves across sources, weekly digest |
| `intel-trend` | Trend Brief | Emerging patterns from curated RSS/newsletter sources |

#### 9. Content Engine (`content-engine`) — NEW
| Template ID | Name | Description |
|------------|------|-------------|
| `content-mastery-minute` | Mastery Minute | Daily 60-second atomic insight — Dickie/Cole atomic essay format |
| `content-mastery-moment` | Mastery Moment | Quick-hit teaching moment with one takeaway |
| `content-pillar` | Pillar Article | Long-form cornerstone content (2000+ words) |
| `content-atomic` | Atomic Essay | Ship-30-for-30 style short-form piece |
| `content-thread` | Thread / Carousel Script | Multi-slide carousel or thread script |

#### 10. LinkedIn (`linkedin`) — NEW
| Template ID | Name | Description |
|------------|------|-------------|
| `linkedin-carousel` | Carousel Post | Charles Hill style — pattern interrupt + value slides |
| `linkedin-narrative` | Narrative Post | Story-driven post with hook → tension → resolution |
| `linkedin-authority` | Authority Post | Framework/methodology post establishing expertise |
| `linkedin-engagement` | Engagement Post | Question/poll/hot-take designed for comments |

#### 11. Newsletter (`newsletter`) — NEW
| Template ID | Name | Description |
|------------|------|-------------|
| `newsletter-issue` | Newsletter Issue | Full issue compilation with curated sections |
| `newsletter-solo` | Solo Send | Single-topic deep-dive email |

#### 12. Email Sequences (`email-sequences`) — NEW
| Template ID | Name | Description |
|------------|------|-------------|
| `email-nurture` | Nurture Sequence | 5-7 email drip for new subscribers |
| `email-launch` | Launch Sequence | 4-email launch campaign (story → proof → offer → close) |
| `email-onboard` | Onboarding Sequence | Welcome + activation emails for new customers |

#### 13. Client Deliverables (`client-deliverables`) — NEW
| Template ID | Name | Realtime | Description |
|------------|------|----------|-------------|
| `client-recap` | Discovery Recap | Yes | Post-discovery-call summary with recommendations |
| `client-proposal` | Project Proposal | No | Scoped proposal with deliverables, timeline, investment |
| `client-update` | Client Update | No | Progress report / board update format |
| `client-coaching` | Coaching Summary | Yes | Session recap with action items and accountability |

---

## Part 3: Quickstarts (QS)

### What a Quickstart Is

A Quickstart is a **saved production configuration** — every variable pre-set so a run only needs source material to launch. No more resetting domain, voice, design, ICP, template, depth, gate, and folder between runs.

### What's Captured in a Quickstart

```typescript
interface Quickstart {
  // Identity
  id: string
  name: string                    // "Mastery Minute — MasteryMade"
  icon: string                    // emoji
  mode: 'realtime' | 'studio' | 'engine'
  is_system: boolean              // pre-built QS can't be deleted

  // Publishing
  domain_id: string | null
  folder_id: string | null
  slug_pattern: string | null     // e.g. "mastery-minute-{date}"

  // Template
  template_ids: string[]          // which templates to generate
  template_styles: Record<string, string>  // custom template overrides
  depth: 'concise' | 'comprehensive'
  speed_mode: boolean

  // Persona Stack
  voice_id: string | null
  design_id: string | null
  icp_id: string | null
  crm_id: string | null

  // Gating
  gate_type: 'none' | 'email' | 'password'
  password_mode: 'light' | 'deep' | null
  gate_password: string | null

  // Source Defaults
  default_input_mode: 'upload' | 'record' | 'url'
  source_prompt: string | null    // hint text for source input

  // Cost Tracking
  avg_cost: number | null         // rolling average cost per run (calculated)
  total_runs: number              // how many times this QS has been used

  // Sharing
  user_id: string                 // owner
  team_id: string | null          // shared with team (null = private)
  created_at: string
  updated_at: string
}
```

### Example Quickstarts

**"Mastery Minute — MasteryMade"**
```
Mode:        Engine
Domain:      masterymade.com
Folder:      /daily
Template:    content-mastery-minute
Depth:       concise
Speed:       true
Voice:       Jason — Casual Teaching
Design:      MasteryMade Design System
ICP:         The AI Dabbler
Gate:        none
Input mode:  upload
Avg cost:    $0.08/run
```

**"Athio JV Cold Outreach"**
```
Mode:        Studio
Domain:      athio.ai
Folder:      /partners
Template:    athio-jv-cold
Depth:       comprehensive
Speed:       false
Voice:       Jason — Professional Authority
Design:      Athio Design System
ICP:         The Scaler
Gate:        password (light)
Input mode:  url (LinkedIn)
Avg cost:    $0.35/run
```

**"Live Zoom Debrief"**
```
Mode:        Realtime
Domain:      masterymade.com
Folder:      /meetings
Template:    meeting-intel
Depth:       comprehensive
Speed:       true
Voice:       Default
Design:      MasteryMade Design System
ICP:         (none)
Gate:        none
Input mode:  record
Avg cost:    $0.22/run
```

### Pre-Built System Quickstarts

Ship with a small set of system QS that demonstrate the concept and cover the most common workflows. Users can't delete system QS but can duplicate and customize them.

| QS Name | Mode | Template | Key Settings |
|---------|------|----------|-------------|
| Meeting Debrief | Realtime | `meeting-intel` | depth: comprehensive, gate: none, input: record |
| Expert Outreach | Studio | `playbook-cold` | depth: comprehensive, gate: none, input: upload |
| Community Playbook | Studio | `playbook-community` | depth: comprehensive, gate: none, input: upload |
| JV Prospect | Studio | `athio-jv-cold` | depth: comprehensive, gate: password, input: url |

These match the current Live QUICK_PRESETS but are now full Quickstart objects with all variables settable.

### UX: Quickstart Selection

**Desktop — Step 1 of wizard becomes QS picker:**

Default state: last-used QS shown as a compact card. Click to expand full list.

```
┌──────────────────────────────────────────────────┐
│ [magnifier] Meeting Debrief              ~$0.22  │  ← last used, shown by default
│  masterymade.com · meeting-intel · realtime      │
│                                        [Change]  │
└──────────────────────────────────────────────────┘
```

Click "Change" or the card → expands to full QS list:

```
YOUR QUICKSTARTS                          [+ New QS]

  [magnifier] Meeting Debrief        ~$0.22  [RT]
  [handshake] Athio JV Cold          ~$0.35  [ST]
  [seedling]  Community Playbook     ~$0.40  [ST]
  [target]    Expert Outreach        ~$0.30  [ST]
  ─────────────────────────────────────────
  [+] Start from scratch
```

Minimal real estate when collapsed. Full list when needed. Each card shows:
- Icon + name
- Average cost per run
- Mode badge (RT / ST / EN)
- Domain + template summary (subtle, small text)

**Mobile (`/reveal/live`):**
Same QS system, but filtered to `mode: 'realtime'` only. Same compact card UI.

### UX: After QS Selection

Everything pre-populated. The wizard jumps to **Source** step:

```
┌──────────────────────────────────────────────────┐
│ [magnifier] Meeting Debrief              ~$0.22  │
│  masterymade.com · meeting-intel · realtime      │
│                                        [Change]  │
└──────────────────────────────────────────────────┘

┌──────────────────────────────────────────────────┐
│                                                  │
│       Drop transcript or start recording         │
│                                                  │
│    [Upload]   [Record]   [Paste URL]             │
│                                                  │
└──────────────────────────────────────────────────┘

        ▼ Settings (pre-filled from QS)            ← collapsed accordion

        [Generate]
```

The "Settings" accordion shows all pre-filled values. Expand to override anything for this run. If you change something:

```
        ▼ Settings (1 override)

        [Generate]   [Save as new QS]              ← appears when settings differ
```

### QS Creation — Two Paths

**Path 1: Dedicated creation**
Click "+ New QS" → modal/page with all fields. Name, icon picker, then each setting group (Publishing, Template, Persona, Gating, Source).

**Path 2: Save from current run**
Configure a run manually ("Start from scratch"), then before or after generating, click "Save as Quickstart." Captures all current settings into a new QS.

Both produce the same Quickstart object.

### QS Sharing

Each QS has a `team_id` field. When set:
- All members of that team see the QS in their list
- Only the owner (or team admin) can edit/delete
- Team members can duplicate to customize their own version

Share flow: QS settings → "Share with team" toggle → team selector dropdown.

### Cost Display

**On QS cards:** Show `avg_cost` (rolling average from last 10 runs). Displayed as `~$0.22` on the card. Null until the QS has been used at least once, then shows "~$X.XX".

**On template cards (category grid):** Each template already has `estimated_cost` in `BUILT_IN_TEMPLATE_META`. Display this on the template card in both the wizard and the run detail page Add/Swap section: `~28K tokens · $0.18–$0.40`.

**Cost source:** Calculated from `usage` records linked to runs that used this QS. The `avg_cost` field is updated after each run completes.

---

## Part 4: Data Model Changes

### Template Table Updates

```sql
-- Add mode compatibility flags to templates
ALTER TABLE custom_templates
  ADD COLUMN IF NOT EXISTS realtime_compatible boolean DEFAULT false,
  ADD COLUMN IF NOT EXISTS engine_compatible boolean DEFAULT false;

-- Category column already exists — update values for merged/new categories
-- 'playbook' category → 'lead-magnets' for existing playbook templates
```

### Built-in Template Meta Updates

In `lib/reveal/blueprints.ts`, `BUILT_IN_TEMPLATE_META` gets two new fields per template:

```typescript
interface TemplateMeta {
  name: string
  icon: string
  desc: string
  pageCount: number
  category: string
  estimated_tokens: { input: number; output: number }
  estimated_cost: string
  realtime: boolean    // NEW — can this template run in speed mode?
  engine: boolean      // NEW — is this template available for batch/scheduled runs?
}
```

### Quickstarts Table

```sql
CREATE TABLE IF NOT EXISTS reveal_quickstarts (
  id uuid PRIMARY KEY DEFAULT gen_random_uuid(),
  user_id uuid NOT NULL REFERENCES auth.users(id),
  team_id uuid REFERENCES teams(id),         -- null = private
  name varchar(100) NOT NULL,
  icon varchar(10) DEFAULT '',
  mode varchar(20) NOT NULL DEFAULT 'studio'
    CHECK (mode IN ('realtime', 'studio', 'engine')),
  is_system boolean DEFAULT false,

  -- Publishing
  domain_id uuid REFERENCES domains(id),
  folder_id uuid,
  slug_pattern varchar(200),

  -- Template
  template_ids text[] NOT NULL DEFAULT '{}',
  template_styles jsonb DEFAULT '{}',
  depth varchar(20) DEFAULT 'comprehensive'
    CHECK (depth IN ('concise', 'comprehensive')),
  speed_mode boolean DEFAULT false,

  -- Persona Stack
  voice_id uuid,
  design_id uuid,
  icp_id uuid,
  crm_id uuid,

  -- Gating
  gate_type varchar(20) DEFAULT 'none'
    CHECK (gate_type IN ('none', 'email', 'password')),
  password_mode varchar(10),
  gate_password varchar(200),

  -- Source Defaults
  default_input_mode varchar(20) DEFAULT 'upload'
    CHECK (default_input_mode IN ('upload', 'record', 'url')),
  source_prompt text,

  -- Cost Tracking (computed)
  avg_cost numeric(10,4),
  total_runs integer DEFAULT 0,

  -- Timestamps
  created_at timestamptz DEFAULT now(),
  updated_at timestamptz DEFAULT now()
);

-- Index for user's QS list
CREATE INDEX IF NOT EXISTS idx_quickstarts_user ON reveal_quickstarts(user_id);
-- Index for team-shared QS
CREATE INDEX IF NOT EXISTS idx_quickstarts_team ON reveal_quickstarts(team_id) WHERE team_id IS NOT NULL;

-- Link runs to the QS that launched them (for cost tracking)
ALTER TABLE transcript_runs
  ADD COLUMN IF NOT EXISTS quickstart_id uuid REFERENCES reveal_quickstarts(id);
```

---

## Part 5: Migration Path

### Phase 1: Category Rename + Cost Display (immediate)
1. Rename `playbook` category → `lead-magnets` in DB and code
2. Update `TEMPLATE_CATEGORIES` in wizard and run detail page
3. Add `sales-presentations` and `client-deliverables` as empty categories
4. Add cost display (`estimated_cost`) to template cards in wizard + run detail page
5. No new blueprints yet — just structural change

### Phase 2: Quickstarts (next)
1. Create `reveal_quickstarts` table (migration)
2. Add `quickstart_id` column to `transcript_runs`
3. Build QS CRUD API (`/api/reveal/quickstarts`)
4. Build QS picker UI in wizard Step 1 (compact card + expand to list)
5. "Save as Quickstart" button after manual configuration
6. Migrate existing `reveal_presets` data → `reveal_quickstarts`
7. Wire cost tracking: after run completes, update QS `avg_cost` and `total_runs`

### Phase 3: Mode System
1. Add mode tabs to Desktop wizard (`/reveal`)
2. Realtime tab reuses LiveWizard component logic (Desktop Realtime = mic + speed during Zoom)
3. Studio tab is current wizard behavior
4. Engine tab is placeholder (dashboard-style, deferred to Phase 5)
5. Add `realtime_compatible` and `engine_compatible` flags to templates
6. QS list filtered by mode tab

### Phase 4: New Blueprints (iterative)
1. Write blueprints for new templates as needed
2. Priority order: `sales-pitch` → `meeting-intel-recap` → `client-recap` → `intel-aggregate`
3. Each blueprint follows existing prescriptive format with DO/DON'T rules

### Phase 5: Engine Backend (future — separate PRD)
1. Engine mode UI in wizard
2. Cron/scheduler for Engine mode QS
3. Source ingestion pipeline (RSS, YouTube, MCP exports)
4. Forge dashboard for managing sources and schedules

---

## Part 6: What NOT Changes

- **Blueprint format** (`lib/reveal/blueprints.ts`) unchanged — same section/rule structure
- **Run pipeline** (`app/api/reveal/run/route.ts`) unchanged — still takes template_ids + depth + gate
- **Speed pipeline** (`complexity-router.ts` + `assembler.ts`) unchanged — Realtime mode just auto-enables it
- **Verification engine** unchanged
- **Profile system** (ICP/Voice/Design/CRM) unchanged — all modes use same profiles
- **LiveWizard.tsx** stays as Realtime mobile (switched to use QS system under the hood but same UX)

### What DOES Change
- **RevealWizard.tsx** — Step 1 becomes QS picker instead of direct template selection. "Start from scratch" falls through to current Step 1 behavior
- **Wizard step flow** — becomes: QS → Source → Review → Progress → Verify (config step disappears for repeat work)
- **`reveal_presets` table** — migrated to `reveal_quickstarts`, then deprecated
- **QUICK_PRESETS constant** in both wizards — becomes system QS loaded from DB instead of hardcoded

---

## Appendix: Category → Brand Mapping

| Category | MasteryMade.com | MasteryOS.ai | Athio.ai | labs.masterymade.com | asapmastery.com |
|----------|----------------|-------------|---------|---------------------|----------------|
| Meeting Intel | Client meetings | Product demos | Partner calls | - | - |
| Sales & Presentations | Service pitches | Product demos | JV pitches | - | Workshop pitches |
| Lead Magnets | Authority content | User acquisition | Partner magnets | Experiment results | Community growth |
| Interactive Tools | Consulting tools | Product features | - | Lab experiments | Assessment tools |
| AI Prompts | Client gifts | Product demos | - | - | Community value |
| Partnership | - | - | Core use case | - | - |
| Validation | New offerings | New features | New markets | All experiments | New programs |
| Intelligence | Market research | Competitor intel | Partner research | Research synthesis | Trend watching |
| Content Engine | Daily content | Product content | - | Lab notes | Community content |
| LinkedIn | Personal brand | Company brand | - | - | Community brand |
| Newsletter | MasteryMade digest | Product updates | Partner updates | Lab digest | Community digest |
| Email Sequences | Sales funnels | Onboarding | Partner nurture | - | Member nurture |
| Client Deliverables | Core output | - | Partner reports | - | - |