Skip to content

AGENTS.md

Latest commit

 

History

History
243 lines (173 loc) · 5.62 KB

AGENTS.md

File metadata and controls

243 lines (173 loc) · 5.62 KB
Raw

AGENTS.md

Project Objective

Build a same-day visual proof-of-concept called:

Glide: NBC Trust Acquisition Assessment

This is a strategy disguised as an assessment for Scott Weldon and NBC Trust Company.

The product promise:

Glide helps NBC Trust identify, approach, and win succession-stage advisors before they enter the market.

The prototype must show a clean market-first acquisition engine:

Map -> Market -> Aligned Advisors -> Advisor Brief -> Outreach/Nurture -> 30-Day Sprint

Business Context

Paul introduced Jaron to Scott Weldon at NBC Trust Company.

Paul's message says Scott is looking for financial advisors over age 60 in Nebraska and Colorado who may want to merge their practices into a larger firm, gain additional services and products, eventually retire, and later sell their practice.

Scott is not looking for advisors who want to immediately sell to the highest bidder.

The assessment should show that NBC Trust does not need generic lead generation. It needs a succession-stage acquisition engine.

Product Positioning

Do not position Glide as a dashboard.

Position Glide as an acquisition engine.

The dashboard is only the cockpit. The engine underneath maps advisor markets, detects succession signals, scores fit, creates advisor briefs, drafts outreach, and builds nurture paths.

Use very little AI jargon.

Use terms like:

  • market scan
  • advisor universe
  • succession signals
  • Glide Score
  • advisor brief
  • recommended approach
  • nurture path
  • 30-day intelligence sprint

Avoid overusing:

  • AI
  • agent
  • automation
  • scraping
  • bot
  • lead gen

Required Prototype

Build a single-page Next.js + TypeScript + Tailwind app.

The page should include:

  1. Hero / Executive Finding
  2. Map Coverage Section
  3. Market Opportunity Section for Nebraska + Colorado
  4. Aligned Advisor List
  5. Advisor Brief Panel
  6. Outreach + Nurture Panel
  7. 30-Day Intelligence Sprint
  8. Footer disclaimer

Hero Copy

Use this core copy:

"Paul's note pointed to a specific acquisition opportunity: older independent advisors in Nebraska and Colorado who may want continuity, expanded client support, and a glide-path retirement option - not a highest-bidder exit."

Executive finding:

"NBC Trust does not need generic advisor lead generation. It needs a succession-stage acquisition engine that identifies, scores, briefs, and helps approach the right advisors before they enter the market."

Visual Direction

Executive trust-company style:

  • white background
  • deep navy
  • slate
  • soft gold accents
  • clean cards
  • subtle borders
  • serious typography
  • desktop-first
  • no startup neon
  • no childish icons
  • no clutter

Map Section

Show a large U.S. map-style visual.

It can be a simplified SVG map or styled placeholder if a full map library is too slow.

Nebraska and Colorado must be highlighted.

Clicking Nebraska or Colorado should update or scroll to the market section.

Show:

  • Active Markets: Nebraska, Colorado
  • Future Markets: muted states
  • Engine Status:
    • Scanning public advisor data
    • Detecting succession signals
    • Scoring NBC Trust fit
    • Preparing advisor briefs
    • Building outreach/nurture paths

Market Section

Title: "Nebraska + Colorado Market Opportunity"

Show stat cards:

  • Advisors Mapped
  • Succession-Stage Candidates
  • Tier 1 Opportunities
  • Tier 2 Nurture Candidates
  • Estimated Addressable AUM

Show top cities:

  • Lincoln
  • Omaha
  • Kearney
  • Denver
  • Fort Collins
  • Boulder

Show a short sentence: "Sample research placeholder - replace with verified SEC IAPD, FINRA BrokerCheck, Form ADV, and public firm data before external use."

Advisor List

Title: "Aligned Advisors"

Use 8 sample placeholder advisors.

Columns:

  • Advisor
  • Firm
  • City / State
  • Years in Industry
  • Est. AUM
  • Glide Score
  • Key Signal
  • Recommended Move

Recommended moves:

  • Review Brief
  • Direct Mail + Call
  • Warm Intro Search
  • Scott Peer Email
  • Move to Nurture

When clicking a row, update the Advisor Brief panel.

Advisor Brief Panel

Sections:

  • Advisor Snapshot
  • Why Glide Flagged This Advisor
  • Why This Fits NBC Trust
  • Risk / Verification Notes
  • Recommended Approach

This panel must make it obvious that Glide is not just finding names. It is preparing Scott for the right conversation.

Outreach + Nurture Panel

Show:

  • First-touch email draft
  • Call opener
  • 90-day nurture path

Tone:

  • peer-to-peer
  • respectful
  • not private equity
  • not highest-bidder language
  • not "sell your book"
  • client continuity
  • glide-path retirement
  • expanded client depth

30-Day Sprint Section

Title: "30-Day Intelligence Sprint"

Explain: The prototype shows the engine. The sprint replaces sample records with verified advisor intelligence and delivers the first real 25-50 Tier 1 opportunities.

Weeks:

  • Week 1: Build verified NE/CO advisor universe
  • Week 2: Score and tier succession-stage candidates
  • Week 3: Build 25-50 advisor briefs and outreach drafts
  • Week 4: Load pipeline and prepare first outreach wave

CTA: "Next step: replace sample records with verified advisor intelligence."

Data Disclaimer

All sample advisor records must be labeled clearly:

"Sample research placeholder - replace with verified SEC IAPD, FINRA BrokerCheck, Form ADV, and public firm data before external use."

Do not claim sample advisors are real or verified.

Engineering Requirements

Use:

  • Next.js
  • TypeScript
  • Tailwind CSS
  • Static mock data
  • No backend
  • No auth
  • No database
  • No external APIs for V1

Run:

  • npm install
  • npm run build

Fix all build errors.

Source Docs

Before building, read relevant files in:

  • docs/
  • glide-brain/

Use those docs to shape copy, but do not create a wall of text. The product should be visual and executive-friendly.