Wolf Pack CEO
    Confidential AI Agent Proposal

    Yoga Joint: Custom AI Agent Suite

    4 AI Agents  ·  All Studios  ·  Full Automation Stack

    Prepared for: YogaJoint.comPrepared by: Wolf Pack CEODate: March 2026

    Executive Summary

    Wolf Pack CEO proposes designing, developing, and training 4 custom AI agents to automate critical operations across Yoga Joint's studio network.

    Each agent is scoped as a standalone project build, delivered in phases with dedicated development and QA.

    4

    Custom AI Agents

    All

    Studios Covered

    12 months

    Build Timeline

    24/7

    Ongoing Support

    Presentation

    Strategy Walkthrough

    Overview

    The Custom AI Agent Suite

    Yoga Joint — The Custom AI Agent Suite infographic showing all 4 AI agents
    Video

    AI Initiative Overview

    Agent Specifications

    The 4 AI Agents

    Phase 1

    AI Voice Receptionist

    Overflow & After-Hours

    This fee covers building the core AI Voice Receptionist agent — greeting callers by name, answering FAQs (schedules, pricing, location), booking appointments, qualifying leads, and transferring to humans when needed. Per-studio deployment setup is $500 per location. Price does not include telephone numbers, phone/SMS usage, or LLM fees.

    Go High Level Native AI Voice Module

    Capabilities

    • CRM-powered caller recognition — greets by name, pulls history
    • FAQ handling: class schedules, pricing, studio locations, parking
    • Appointment booking directly into GHL calendar
    • Lead qualification with custom scoring criteria
    • Warm transfer to studio staff when human needed
    • Post-call automation: log call, tag contact, trigger SMS/email follow-up

    Tech Stack

    • GHL AI Voice Agent (native module)
    • Twilio SIP trunking for phone provisioning
    • Sub-accounts with location-aware routing
    • Shared master voice script with per-studio context
    • GHL Workflow triggers for post-call automation

    Build Scope

    Build and test master voice script, configure location-aware routing logic, build GHL workflows for post-call automation (logging, tagging, follow-up sequences). Per-studio setup ($500/location) covers sub-account configuration and QA. Telephone numbers, phone/SMS usage, and LLM fees are not included.

    $20,000
    Phase 2

    AI Class Audit Agent

    Video + Audio Analysis · Automated Scoring

    Yoga Joint records classes — this agent processes video and audio to automatically complete standardized audit forms, then rolls up scores into studio-level and company-wide reports.

    Multimodal LLM Pipeline (GPT-5 / Gemini 2.5 Pro)

    Capabilities

    • Video analysis: instructor positioning, class flow, student engagement, safety cues
    • Audio transcription & evaluation: cueing quality, pacing, verbal corrections, music levels
    • Automated audit form completion against Yoga Joint's rubric
    • Per-class scoring: instruction clarity, energy, safety, time management
    • Roll-up dashboards: weekly/monthly per studio + all locations
    • Flagging system for scores below threshold — alerts management

    Tech Stack

    • Multimodal LLM (GPT-5 or Gemini 2.5 Pro) for video frame analysis
    • Whisper / ElevenLabs STT for audio transcription
    • Edge function orchestration: upload → process → score → store
    • Structured audit JSON output → database storage
    • Reporting dashboard UI with filters and drill-down

    Build Scope

    Define audit rubric with Yoga Joint team, build video/audio ingestion pipeline, extensive prompt engineering for consistent scoring, iterative calibration against human auditors, build reporting dashboard. Most complex agent — requires multiple calibration cycles.

    $25,000
    Phase 3

    AI Bookkeeper

    Transaction Management

    This fee covers building the core AI Bookkeeper agent — automated transaction categorization, bank reconciliation, anomaly flagging, and consolidated financial reporting with human-in-the-loop for edge cases. Per-studio deployment setup is $500 per location. Price does not include telephone numbers, phone/SMS usage, or LLM fees.

    QuickBooks / Xero API Integration

    Capabilities

    • Automated transaction categorization using studio-specific rules
    • Bank feed processing and reconciliation across all accounts
    • Anomaly detection: unusual amounts, duplicate charges, missing entries
    • P&L, cash flow, and expense reports per studio
    • Consolidated roll-up reporting across all locations
    • Human-in-the-loop approval workflow for flagged items

    Tech Stack

    • QuickBooks Online / Xero API integration
    • AI categorization engine with studio-specific rule sets
    • Scheduled edge functions for daily bank feed processing
    • Approval queue UI for flagged transactions
    • Consolidated reporting dashboard

    Build Scope

    Connect to accounting platform APIs, build and train categorization engine, create approval workflow for flagged transactions, build consolidated reporting views. Per-studio setup ($500/location) covers account connection, rule configuration, and QA. Telephone numbers, phone/SMS usage, and LLM fees are not included.

    $23,000
    Phase 4

    Mariana Tek Reporting Agent

    Daily · Weekly · Monthly Automated Reports

    Logs into Mariana Tek automatically and pulls structured data to generate daily, weekly, and monthly reports — delivered via email, Slack, or a live dashboard.

    Mariana Tek Admin / Studio / Customer APIs

    Capabilities

    • Daily: class attendance, no-shows, new sign-ups, revenue per studio
    • Weekly: retention trends, instructor utilization, membership changes
    • Monthly: revenue roll-up, churn analysis, membership growth, LTV metrics
    • Webhook listeners for real-time events (bookings, cancellations, purchases)
    • Multi-channel delivery: email digest, Slack alerts, live dashboard
    • Custom report builder for ad-hoc queries

    Tech Stack

    • Mariana Tek Admin API, Customer API, Studio API
    • Webhook integration for real-time event triggers
    • Scheduled edge functions (daily/weekly/monthly cron)
    • Report template engine with PDF export
    • Dashboard UI or email/Slack delivery

    Build Scope

    Obtain Mariana Tek API credentials, build data extraction and transformation layer, design report templates, set up scheduled functions, build dashboard or configure email/Slack delivery, test across all locations.

    $10,000
    Investment

    Investment

    Standalone project builds — all 4 agents delivered in phased order.

    Project Pricing

    Per Agent
    AgentRetail Price

    AI Voice Receptionist

    Overflow & After-Hours

    $20,000

    AI Class Audit Agent

    Video + Audio Analysis · Automated Scoring

    $25,000

    AI Bookkeeper

    Transaction Management

    $23,000

    Mariana Tek Reporting Agent

    Daily · Weekly · Monthly Automated Reports

    $10,000
    Total Retail$65,000

    Note: Twilio usage fees and AI API costs (OpenAI/Google) are pass-through to client and not included in project pricing.

    Project Timeline

    Phased Delivery Schedule

    Each agent is a 90-day sprint — 12 months total.

    1

    Phase 1: AI Voice Receptionist

    Months 1–3

    GHL voice agent config, multi-location routing, workflow automation, QA across locations

    2

    Phase 2: AI Class Auditor

    Months 4–6

    Video/audio ingestion pipeline, prompt engineering, calibration cycles, reporting dashboard

    3

    Phase 3: AI Bookkeeper

    Months 7–9

    Accounting API integration, categorization rules, approval workflows, consolidated reporting

    4

    Phase 4: Mariana Tek Reporting

    Months 10–12

    API integration, report templates, scheduled delivery, dashboard build

    Ready to Move Forward?

    Let's schedule a call to finalize the scope, confirm API access for Mariana Tek and your accounting platform, and lock in the build timeline.