AI Bot #2 — Certified Agent Badge Issuance

Purpose: When an agent passes the certification assessment (80%+ score), automatically send them their digital badge and co-branded leave-behind PDF within 15 minutes — no manual coordinator action needed.

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Tech Stack

Component	Tool	Notes
Training platform trigger	Teachable (or equivalent) — assessment completion webhook	Fires when score >= 80% is recorded
Automation layer	Zapier	Handles conditional logic and email send
Badge asset	Digital PNG badge file	Stored in Google Drive. URL referenced in Zapier.
Leave-behind PDF	Co-branded agent PDF template	Auto-populated with agent name and contact info. See Open Item #9 for templating tool.
Email delivery	HubSpot or SendGrid	Triggered by Zapier. From: PeakPOS Certified Agent Program

Open items blocking this bot:

• Open Item #4: Certification platform (Teachable or equivalent) must be selected
• Open Item #9: Leave-behind PDF templating tool decision (how to auto-populate agent name/contact info)

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Pass/Fail Logic

• Pass (score >= 80%): Send badge email (see below) + update HubSpot record
• Fail (score < 80%): Send encouragement email with retry instructions. No badge issued.

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Certification Email — Pass

Element	Content
Subject	You are now PeakPOS Certified — here is your badge
From	Nico Ruggieri, PeakPOS (templated, sent by automation)
Body	Congratulations message. Your score: [X]%. Attached: digital badge PNG, co-branded leave-behind PDF. Instructions: Add badge to LinkedIn, email signature, business card. Access agent portal at [URL] for white papers and battle cards.
Attachment 1	PeakPOS_CertifiedAgentBadge_[AgentFirstName_AgentLastName].png
Attachment 2	PeakPOS_CertifiedAgent_[AgentName].pdf — co-branded one-pager

Certification Email — Fail

Element	Content
Subject	Your PeakPOS certification score — and what to do next
Body	Your score: [X]%. The passing score is 80%. Here is what to review before your next attempt: [links to specific training modules based on missed questions — confirm if testing platform supports this]. Retry anytime — no limit on attempts.

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HubSpot CRM Update (on pass)

Zapier also updates the agent's HubSpot contact record:

• Property: PeakPOS Certified = Yes
• Property: Certification Date = [date of pass]
• Property: Certification Score = [score]
• Enrollment in Certified Agent renewal reminder sequence (annual January refresher)

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Zapier Workflow Steps

1. Teachable webhook fires on assessment completion with agent name, email, score
2. Zapier checks: score >= 80?
   • Yes → Branch A (Pass)
     1. Generate co-branded leave-behind PDF with agent name/contact info (tool TBD — see Open Item #9)
     2. Fetch badge PNG from Google Drive URL
     3. Send pass email via HubSpot/SendGrid with both attachments
     4. Update HubSpot contact: Certified = Yes, Certification Date, Score
     5. Enroll contact in renewal reminder sequence
   • No → Branch B (Fail)
     1. Send fail email via HubSpot/SendGrid with retry links