Learnfull

Learnfull — AI Agent Master Knowledge Base (v1) Last updated: Sept 5, 2025 (America/Chicago) This document is the single source of truth for training Learnfull’s customer-facing AI agent (chatbot + voice). It consolidates brand, offerings, operations, policies, FAQs, conversational intents, and answer-ready snippets. 1) Company Snapshot Name: Learnfull Mission: Help aspiring and in-role tech-sales/presales professionals accelerate their careers and connect with employers. Tagline: Beyond Limits Slogan: Bridging Talent with Opportunity What we are: An ed-tech and consulting ecosystem with community, courses, career pathways, and B2B enablement services. Branches: Learnfull Academy (B2C): Community + courses (free & paid), mini-courses, challenges, mentorship, and a job board. Learnfull Standard (B2B Training): Presales & tech-sales training programs for companies (onboarding, upskilling, workshops). Learnfull Consulting (B2B Consulting): CRM/HubSpot optimization and GTM advisory. Delivery model: 100% virtual (Zoom/Teams). Proprietary training materials. Tone/brand personality: Authentic, empowering, insightful, slightly challenging; approachable, practical, and outcomes-driven. 2) Who We Serve (Personas) Aspiring Tech-Sales / Presales Starters Goals: Break into SDR/BDR, Solutions/Presales, SE roles; build portfolio; land interviews. Needs: Clear roadmap, practical projects, interview prep, community support, curated roles. In-Role Professionals (Upskillers) Goals: Level up demos, discovery, POV-selling, MEDDIC; advance to senior/principal roles. Needs: Advanced frameworks, peer cohort, coaching, playbooks, analytics mindset, AI tools. Hiring Managers / Enablement Leaders Goals: Onboard new hires faster; improve demo quality and discovery; align sales ↔ presales; modernize GTM with AI. Needs: Repeatable programs, reporting, playbooks, mentorship, capstone projects tied to business outcomes. Ecosystem Partners (EdTech, Communities, Nonprofits) Goals: Source candidates, co-host events, co-create curriculum, sponsorships, placement pipelines. • • • • • • • • • • • 1. 2. 3. 4. 5. 6. 7. 8. 9. 10. 11. 1 3) Offerings Overview B2C (Individuals) Community (Circle platform) Open Circle — Free Tier: Access to resources, challenges, select events (like workshops and Tech Table Talks), and discussions. Mastery Circle — Paid Tier: $25/month or discounted annual rate. Unlocks discount courses, Tech Table access, workshops, challenges, and the job board. Mini-Course Packages (A la carte) Buy individual segments or full course tracks. Full experience with paired mentor: $2,400. Mini-Course Titles The Art of Technical Discovery The Winning Demo Job Search & Interview Mastery Tech Sales Blueprint Presales Mastery Flagship Cohort (6–8 weeks) Option 1: Self-paced — learn on your own schedule with full access to materials. Option 2: Live group sessions — held at 7pm CST (evenings), 3 times a year or as needed once an ideal number of students enroll. Includes workshops, assessments, and multiple capstone projects (varies by track). Outcomes also include building an AI agent. Post-training support: mentor access, office hours, Q&A for 2 months. Free Starter Content Orientation videos (Welcome & lay of the land) Free beginner’s course (3 segments) Technical Discovery video (POV-selling methodology) Job Board (jobs.learnfull.com) Aggregated tech-sales/presales roles curated from multiple sources (e.g., LinkedIn, Indeed, Greenhouse, Lever, Workable) with deduplication and tracking; embedded in Circle and/or on a standalone subdomain. Tech Table Talks Live sessions featuring hiring managers sharing first-hand insights and perspectives on what they look for in new talent. B2B (Companies) Learnfull Standard — Training: Presales & tech-sales curriculum tailored to team needs; focuses on discovery excellence, POV-selling, demo craft, AI-assisted workflows, MEDDIC alignment, stakeholder mapping. Learnfull Consulting — CRM/GTM: HubSpot CRM optimization, analytics/reporting design, playbooks, onboarding frameworks, RevOps alignment; deliverables with audit → plan → build → transfer. Speaking & Events: Keynotes, panels, workshops (e.g., Diversitech; HubSpot events). Topics: modern presales, AI in tech sales, aligning sales & presales, demo excellence. • • • • • • • • • • • • • • • • • • • • • • • • • • • • 2 4) Program Details (B2C) 4.1 Cohort Program (6–8 Weeks) Format: Self-paced or live sessions at 7pm CST (evenings). Live cohorts run ~3x/year or as needed based on enrollment. Includes weekly workshops, hands-on labs, assessments, and multiple capstone options. Capstones: Vary by student track; outcomes include integration projects and building an AI agent. Frameworks woven in: POV-Selling, MEDDIC, advanced stakeholder mapping, AI-assisted prep/ checklists. Outcome artifacts: Portfolio demo, discovery template, demo storyboard, POV one-pager, AI agent build. Post-training: Mentor access + office hours + Q&A (2 months), weekly feedback on progress. 4.2 Mini-Course Packages (Evergreen) Discovery Mastery: Problem framing, root cause analysis, contrast creation, objection surfacing; templates and call flows. Winning Demo: Story arcs, narrative sequencing, vision lock, "day-in-the-life" flows, metricsanchored outcomes; demo scorecards. Job Search & Interviews: Portfolio generation, outreach scripts, social proof, panel prep, technical challenge prep; ATS-safe resume patterns. Tech Sales Blueprint: Funnel literacy, pipeline hygiene, enablement alignment, territory planning, AI co-pilot usage. Presales Mastery: Discovery → POV → demo → de-risking trials → exec alignment → mutual plans. 4.3 Community Mechanics (Circle) Onboarding: Welcome → Say Hello → Membership Perks; guided prompts; starter challenges; orientation video. Gamification: Points for comments, course starts/completions, challenges; leaderboards; badges. Cadence: Weekly micro-challenges; Monthly T3 (Teach-Try-Talk) open forum; AMA’s with SE leaders; live critiques. Resources: Templates, frameworks, checklists, calculators, curated job posts. 5) Program Details (B2B) Use cases: New-hire onboarding, mid-career upskill, presales <> sales alignment, demo program overhaul, discovery excellence, AI rollout. Modules: Discovery → POV → Demo → Proof/Trial Design → Mutual Close Plans → Forecast Signals; optional AI tracks. Delivery: Virtual (Zoom/Teams); cohort style or workshop series. Reporting: Skills scorecards, manager guides, enablement dashboards; optional HubSpot reporting templates. • • • • • • • • • • • • • • • • • • 3 6) Outcomes & Proof Points Track record: Community growth, successful internships (noted strong summer participation), speaking at Diversitech and HubSpot events. Artifacts: Capstone integrations; demo/story frameworks; student portfolios; AI agent builds. Placement/employer partnerships: (TBD—confirm approved stats, partners, and case studies.) 7) Operations & Policies Time zone: America/Chicago (CST/CDT). Session time (B2C): Evenings at 7pm CST for live cohorts; also available self-paced. Live cohort cadence: 3x per year or as needed based on enrollment. Support & Sales (public): hey@learnfull.com | +1-682-349-1753 (America/Chicago) Support channels: Email, community posts, office hours. Phone hours: Mon–Fri, 9am–5pm CST. Available to everyone. Response SLA: (TBD) e.g., 1–2 business days. Payments: Stripe supported (confirm); community subscriptions via Circle/Stripe. Refunds/Deferrals: (TBD) Define for mini-courses, community, and cohort; common options: 7- or 14-day window; deferral to next cohort. Data & Privacy: Training materials proprietary; recordings for enrolled members; adherence to platform ToS and privacy best practices. Accessibility: Zoom/Teams captions enabled; materials available as PDFs/recordings; reasonable accommodation upon request. 8) Lead Funnel & Journeys B2C Journey 1) Social (LinkedIn, YouTube, Instagram) → 2) Landing page → 3) Form → 4) Book a call → 5) Community enrollment (Open → Mastery) → 6) Course start → 7) Challenges/T3 → 8) Capstone/Portfolio → 9) Job board + outcomes. Nurture: If no-show/undecided → drip emails (value content, success stories, upcoming cohorts) → reengage with offers/events. B2B Journey 1) Inquiry (site/contact/referral) → 2) Discovery call → 3) Audit (current state) → 4) Proposal (training/ consulting) → 5) Pilot → 6) Rollout → 7) Reporting/enablement. 9) Conversational Guardrails (Bot) Scope: Career guidance (not legal/medical/visa advice), course info, community help, billing basics, job board navigation, B2B program intros. Escalation Triggers: Billing disputes, accessibility needs, harassment reports, refund requests outside policy, B2B enterprise deals, partnership/sponsorship requests. Safety: Zero tolerance for harassment; reserve right to ban; direct to Code of Conduct. • • • • • • • • • • • • • • • • • 4 10) Canonical Knowledge for the Bot (Answer-Ready) 10.1 Quick Company Answers What is Learnfull? Learnfull is an ed-tech & consulting ecosystem helping people start and grow careers in tech sales and presales—through a community, courses, and employer-aligned training. We also train teams and optimize CRM/GTM for companies. What makes you different? Live, practical training anchored in modern presales frameworks, an active community with challenges and mentorship, multiple capstones (including AI agent builds), and Tech Table Talks with hiring managers. Where are sessions hosted? Online (Zoom/Teams). For B2C: evenings at 7pm CST (live cohorts) or self-paced. For B2B: scheduled per client needs. 10.2 Community Tiers Open Circle (Free): Resources, challenges, select events (workshops, Tech Table Talks), and discussions. Mastery Circle (Paid: $25/mo or discounted annual): Discounted courses, Tech Table access, workshops, challenges, job board, and more. 10.3 Courses & Cohort Mini-courses: A la carte course segments or tracks; $2,400 full program with mentor. Cohort: 6–8 weeks + multiple capstones; self-paced or live at 7pm CST; ~3x/year or as needed. 10.4 Job Board What is it? Curated tech-sales/presales roles from multiple sources; de-duplicated and organized; hosted on jobs.learnfull.com and embedded into community. How to use it? Filter by role type (SDR/BDR, AE, SE/Presales), location, and experience level. (Final filters TBD.) 10.5 B2B Training: Presales discovery, POV selling, demo craft, AI workflows, MEDDIC alignment, proof design, mutual plans. Consulting: HubSpot CRM/GTM optimization; analytics/reporting; enablement playbooks; transition plans. 10.6 Speaking & Events Topics include modern presales, AI in tech sales, sales-presales alignment, demo excellence; prior appearances include Diversitech and HubSpot events. • • • • • • • • • • • • 5 11) FAQs (Customer-Facing) Q: How do I join the free community? A: Create an account in our Learnfull Open Circle. You’ll get access to resources, challenges, select events (like workshops and Tech Table Talks), and discussions. Q: What’s in the paid Mastery tier? A: $25/month or discounted annual option. Includes discounted courses, Tech Table access, workshops, challenges, job board, and more. Q: When is the next cohort? What’s the schedule? A: Cohorts run about 3 times per year (or as needed when enrollment fills). Sessions are held evenings at 7pm CST for live participants, or you can choose the self-paced track anytime. Q: How much is the full program? A: A la carte courses are priced individually. The full experience with a paired mentor is $2,400. Q: Do you help me get a job? A: We provide training, portfolio artifacts (capstones, including AI agent builds), interview prep, Tech Table insights from hiring managers, and a curated job board. We do not guarantee placement, but we actively connect members to opportunities where possible. Q: I’m already in tech sales. Is this for me? A: Yes—our advanced tracks focus on discovery depth, POV-selling, demo craft, AI co-pilot usage, and stakeholder alignment. Q: Do you offer corporate training? A: Yes. We deliver presales & sales training programs and CRM/GTM consulting. Share your goals and we’ll tailor a plan. Q: What’s your refund policy? A: (TBD) We typically offer a limited window for refunds and may allow deferrals to a later cohort. Ask support for the current policy. Q: Are sessions recorded? A: For enrolled members, yes—subject to platform rules. We also share templates and worksheets. Q: Is Learnfull accessible? A: We enable meeting captions and can provide materials in alternative formats on request. Q: How do I contact you? A: Email hey@learnfull.com or call +1-682-349-1753 (America/Chicago). Phone office hours: Mon–Fri, 9am– 5pm CST (available to everyone). 6 12) Conversational Intents & Sample Utterances Use these to train NLU. Map each intent to the Fulfillment guidance. 12.1 "Join / Pricing / Access" Intents “How do I join?” / “Where do I sign up?” → Fulfillment: Link to Open Circle (free) + Mastery upsell, summarize tiers. “How much is Mastery?” → Fulfillment: State $25/mo or discounted annual, benefits list, cancel anytime, refund policy if applicable. “How much is the program?” → Fulfillment: Explain a la carte vs $2,400 full experience with mentor. 12.2 "Schedule / Cohort / Curriculum" “When is the next cohort?” / “What’s covered?” / “What time are classes?” → Fulfillment: Provide next dates (CMS field), 7pm CST evenings note, self-paced option, syllabus bullets + capstone overview. 12.3 "Career / Outcomes" “Do you help me switch into presales?” / “How long until I’m job-ready?” → Fulfillment: Outline roadmap + artifacts (capstones, AI agent build) + job board; avoid guarantees; invite to orientation call. 12.4 "Corporate / B2B" “Can you train my team?” / “Do you do HubSpot consulting?” → Fulfillment: Gather company size, goals, timeline; book discovery with calendar link; provide one-pager. 12.5 "Support / Billing / Access" “Can’t log in” / “Billing issue” / “Cancel membership” → Fulfillment: Triage → authenticate → resolve or escalate to human within SLA. 12.6 "Speaking / Partnerships" “Interested in you speaking at our event” / “Partnership collab” → Fulfillment: Gather event basics (date, location, audience, budget), share topics, route to speaking ops. 13) Entity & Slot Schema (for the Bot) Tier: {Open (free), Mastery (paid)} Role target: {SDR/BDR, AE, SE/Presales, AM/CS} Experience: {0–1y, 1–3y, 3–5y, 5+} Cohort: {name/id, start_date, schedule_block} **B2B_org_size • • • • • • • • • • • • • 7