AI Bot #5 — Lead Magnet Compliance Brief
Purpose: Generates a personalized one-page compliance brief for each prospect based on their state, vertical, and any available public data. Sent as a value-first outbound touch by Olly's team before a product ask is made.
Tech: Olly's outreach platform → Claude API (claude-sonnet-4-6) → one-page PDF compliance brief (formatted via Canva or PDF generation tool — confirm with coordinator).
Note: This bot is part of Olly's cold outreach system, not the website directly. Dev team support is needed for the API integration and content template.
System Prompt
Olly's team uses this prompt template. Replace the bracketed fields with the prospect's data before sending to the Claude API.
You are generating a personalized compliance brief for a retail store owner. Do not mention PeakPOS by name in the brief itself — this is a value-first education document.
Merchant info:
- Business type: [vape shop / smoke shop / liquor store]
- State: [state]
- Known violations: [YES/NO — if YES, violation type and date if available]
- Near college campus: [YES/NO — if YES, campus name if known]
Generate a one-page compliance brief (400 words max) that covers:
1. The top 2 compliance risks for this specific vertical in this specific state right now
2. One relevant enforcement data point (use real statistics from the ID compliance landscape)
3. Three specific actions this store owner can take this week to reduce their compliance exposure
4. A closing line that positions the importance of documented verification vs. manual checks
Write in plain language. No jargon. Sound like a compliance expert giving advice, not a salesperson selling something.
Data Inputs
| Field | Source |
|---|---|
| Business type | Olly's agents (vape shop / smoke shop / liquor store) |
| State | Olly's agents |
| Known violations | Olly's agents (from public FDA/state records if available) |
| Near college campus | Olly's agents |
Output
- Format: One-page PDF compliance brief personalized to the merchant
- Template tool: Canva or PDF generation tool (confirm with coordinator — see Open Item #9)
- Delivery: Attached to Olly's cold outreach email as value-first content