Executive Summary
Omya is a membership community targeting 100 high-net-worth members, centered on connection, consciousness, co-investment, and planetary impact. The organization also runs the Heartland Gathering, an annual event (4th year) targeting 400 attendees at $3,500–$20,000 per ticket.
This plan establishes OmyaOS — a centralized intelligence platform that replaces fragmented tools with an owned, integrated system. It deploys a team of AI agents across every operational function, builds a member intelligence engine, creates a deal flow pipeline with impact scoring, and installs a referral flywheel — all designed to let a small human team operate at 10x capacity.
Current State
Human Team
| Person | Role | Notes |
|---|---|---|
| Stephanie Postles | CEO / Operator | Strategic, doesn't want to be in the weeds |
| Haley | VP of Ops | Systems, contracts, operations — primary collaborator |
| Kevin Kaiser | Navigator | Member experience — capped at 25 members |
| Karosh | Lead Therapist | Co-leads events, 1-on-1, sacrament-based ceremonies |
| Bear | Event Operations | Ranch setup, logistics, physical execution |
| Miguel | GHL / Intake | Heartland onboarding, emails — likely to be replaced |
| Gina | Chief of Staff | Split between Omya and Momentous |
| Alex | CFO (Momentous) | Finances, budgeting, deal underwriting |
| Mike Momola | Legal Counsel | Shared, slow response times |
| Brittany | Event Architecture | Incoming, fractional |
| Tony | Growth / Sales | Potential hire, replacing former sales role |
| Joe | Branding / Design | ~2 months from delivering brand system |
Current Tool Stack
| Tool | Purpose | Status |
|---|---|---|
| GoHighLevel | CRM, email, funnels, ticketing, websites | Replacing |
| Google Workspace | Email, Drive, Docs, accounts | Staying |
| Slack | Team communication | Staying |
| Member community | Staying | |
| Stripe | Payments | Staying |
| Notion | Project management | Evaluating |
Pain Points
Operations
- GoHighLevel clunky — using only ~10%
- Church document onboarding is long and painful
- No text/SMS touchpoints — everything email
- Bi-weekly exec update manually assembled
- Legal counsel shared and slow
Growth & Intelligence
- No marketing outreach since October 2025
- Only 44 of 400 Heartland tickets sold
- No member intelligence or connection matching
- No referral engine between members
- No deal flow pipeline or impact framework
Vision: The Omya Operating System
OmyaOS is a centralized platform with two faces — Backstage for the team and Frontstage for the members — both powered by a shared intelligence layer.
Backstage (Internal Team)
Role-based dashboards where each team member sees exactly what they need:
- Stephanie / Omani — executive intelligence: MRR/ARR, member health, ticket sales, deal pipeline, agent activity, escalations
- Haley — operations: task tracking, contracts, vendor management, system health
- Kevin — member profiles, connection recommendations, outreach queue, conversation history, health scores
- Karosh — session notes (permissioned), wellness tracking, event preparation
- Bear — event logistics checklists, vendor coordination, site preparation
- Alex — deal pipeline, underwriting queue, financial reporting, SPV status
Frontstage (Member-Facing)
- Omya Concierge Bot — 24/7 AI assistant via web, WhatsApp, or native app. Multi-language. "Is there an Omya member who does X?" / "Connect me with someone who shares my interest in Y"
- Member Portal — profile, events, deal flow opportunities, community activity, referral tracking
Shared Brain
A central knowledge base that all agents and dashboards draw from: member profiles, company knowledge, conversation intelligence, deal flow, event history, and financial data.
System Architecture
Onboarding Agent
Ensures every new member has a complete, rich profile from day one.
Activities
- Trigger on new member signup
- Auto-research: LinkedIn, web presence, company history, social media
- Conversational intake replacing clunky church document forms
- Track completion % — flag gaps to Kevin
- Generate member brief before first navigator call
- Church document workflow: guided, mobile-friendly, SMS reminders
- Auto-populate shared brain with enriched data
Integrations: LinkedIn, Google Drive, Slack, SMS, WhatsApp
Member Intelligence Agent
Know more about members than they know about themselves. Surface connections and collaboration opportunities.
Activities
- Daily WhatsApp group scan — topics, sentiment, engagement
- Ingest navigator call transcripts (Kevin's recorded calls)
- Ingest therapy session summaries (Karosh — consent only)
- Monitor LinkedIn activity: posts, job changes, new connections
- Map each member's network, professional history, involvements
- Identify collaboration: "Lior cares about real estate. Osborne has 15 years at KW."
- Surface 2nd-degree connections across the membership
- Generate connection recommendations for Kevin with context
- Generate executive intelligence briefs for Stephanie and Omani
- Track member engagement health score
Integrations: WhatsApp, LinkedIn, Zoom transcripts, Slack
Growth Agent Team
Drive Heartland ticket sales and Omya membership growth without hiring a dedicated marketing team.
Email Marketing Agent
- Past attendee reactivation campaigns
- Intelligent list segmentation
- A/B testing subject lines & content
- Track opens, clicks, conversions
- SMS companion messages
Social Media Agent
- Daily platform-specific content
- SEO-optimized articles
- Competitive content analysis
- Morning approval queue in Slack
- Engagement tracking & strategy adjustment
PR & Outreach Agent
- Hunt PR opportunities, podcast appearances, media mentions
- Draft pitches for Stephanie and Omani
- Identify community partnerships for Heartland
Integrations: Resend/Postmark, Twilio SMS, social media APIs, Slack
Scrum Master Agent
Nothing falls through the cracks. Every task tracked, every deadline met, every human and agent accountable.
Activities
- Track all human and agent tasks across every workstream
- Daily standup in Slack: done, planned, blocked
- Escalation: overdue → remind → remind again → escalate to Stephanie
- Weekly sprint summary
- Auto-generate bi-weekly executive update for Omani — replacing Haley's manual process (new members, engagement metrics, WhatsApp activity, ticket sales, deal pipeline, notable member transactions)
Integrations: Slack, Google Drive, all other agents
Legal Counsel Agent
80% of legal work without waiting on Mike.
Activities
- Contract review: flag risks, suggest redlines, non-standard clauses
- Contract repository: signed, expiring, up for renewal
- Conflict detection across all agreements
- Liability analysis for new initiatives and events
- Generate standard docs: NDAs, partnerships, vendor contracts
- Church compliance document management
- Escalation: above standard risk → flag for Mike with specific questions
Integrations: Google Drive, Slack, Email
Deal Flow & Impact Agent
Professionalize Omya's investment pipeline from sourcing to SPV creation.
Activities
- Intake new deal submissions (Stephanie, members, network)
- Auto-research founder, company, market, competitors
- Generate preliminary deal brief for Alex
- Run Impact Scorecard assessment
- Track deal through all pipeline stages
- Generate member-facing deal summaries with impact scores
- Match deals to members by interest, expertise, and network
- Track SPV performance and impact metrics post-investment
- Alert when a member's network connects to a deal under review
Integrations: Google Drive, Slack, Email, Member Portal, LinkedIn
Event Intelligence Agent
Every event makes the next one better. Capture, learn, apply.
Activities
- Pre-event: generate checklists from historical playbooks, surface past lessons
- During: real-time feedback via SMS voice memos and quick surveys
- Post-event: comprehensive collection at day-of, next-day, 1-week, 1-month, 1-year
- Ingest human observer reports (Brittany's feedback)
- Auto-generate updated playbook after each event
- Integration follow-up: "remember this feeling" at 30/90/365 days
- Identify potential Omya members from Heartland attendees
Integrations: SMS, Email, WhatsApp, Slack, Google Drive
Agent CMO
Strategic marketing oversight across all growth activities.
Activities
- Oversee and coordinate the Growth Agent Team
- Audit Joe's brand deliverables
- Weekly marketing intelligence brief to Stephanie
- Competitive analysis of similar communities
- Campaign strategy for Heartland and membership drives
- Content calendar management across all platforms
Integrations: All Growth sub-agents, Slack, analytics
Member Intelligence & Collaboration Engine
The connective tissue of the entire system. Powers referrals, deal flow, event curation, and the member experience.
Living Member Profile
| Data Layer | Sources |
|---|---|
| Identity | Onboarding, LinkedIn, web research |
| Professional History | LinkedIn, navigator calls, conversations |
| Network Map | LinkedIn connections, 2nd-degree mapping across membership |
| Interests & Passions | Onboarding, WhatsApp, call transcripts, events |
| Current Involvements | LinkedIn, public records, self-reporting |
| Investment Preferences | Deal flow participation, stated interests, portfolio |
| Engagement Health | WhatsApp activity, events, navigator interaction |
| Impact Alignment | Which impact dimensions they care about most |
Collaboration Matching
The engine proactively identifies:
- Shared interests: "Lior and Sarah both care about regenerative agriculture"
- Complementary expertise: "Lior has real estate experience, Osborne has 15 years at KW"
- Network leverage: "4 members have 2nd-degree connections to this founder"
- Co-investment alignment: "7 members expressed interest in climate tech — surface the new deal first"
- Event chemistry: "Based on interests, seat these 8 members together at the next dinner"
Deal Flow OS
| Stage | Owner | Activities |
|---|---|---|
| Sourced | Stephanie, members | Deal enters system — auto-research triggered |
| Screening | Deal Flow Agent | Founder research, market analysis, conscious founder alignment |
| Due Diligence | Alex + Agent | Financial analysis, legal review, references, competitive landscape |
| Impact Scored | Agent + Human | Run Impact Scorecard, generate impact thesis |
| Approved | Stephanie + Alex | Final go/no-go decision |
| Showcase | Agent + Stephanie | Member-facing brief, match to interested members |
| SPV Created | Legal Agent + Mike | Structure SPV, generate docs, compliance |
| Funded | Alex | Collect commitments, close SPV, wire funds |
| Tracking | Deal Flow Agent | Quarterly impact metrics, portfolio reporting |
Investment Thesis
Omya targets conscious founders working on humanity-level, planetary impact. Not just financial returns — aligned values, unique communities, and measurable impact. Members co-invest alongside Omya through SPVs (Special Purpose Vehicles), receiving the same terms and carry.
Impact Scorecard
A Dan Sullivan-style scorecard where each dimension is rated 1–10 with descriptive anchors. Enables apples-to-apples comparison across Panama wildlife, maternal health, climate tech, and consciousness ventures.
Omani's North Star: $1 trillion of human and planetary impact in 20 years. Every deal's projected impact is quantified and tracked toward this goal.
Community of Communities
Omya's Impact Framework becomes exportable IP. Package the scorecard as a tool other communities can adopt. Host impact evaluation workshops at Heartland. Build Omya's reputation as the standard-setter for conscious investing measurement.
Referral Engine
Every Omya member becomes a growth channel.
How It Works
- Referral dashboard in member portal
- Smart prompts from Member Intelligence: "Your connection John Smith recently sold his company and posted about exploring psychedelics — he might be a fit"
- Referral flow: submit → auto-research → brief for Kevin → outreach → onboarding
- Full attribution tracking from referral to conversion
Network-Powered
- LinkedIn network scanning across all members
- "You have 4 connections who match the Omya profile"
- 2nd-degree mapping: "Two other members also know John Smith"
- Incentives: event upgrades, deal flow priority, recognition
Integrations
Phase 1: Connect to Existing Tools
| Integration | Purpose | Direction |
|---|---|---|
| Slack | Team notifications, standups, approvals, escalations | Read + Write |
| Google Workspace | Gmail, Drive, Calendar, Contacts | Read + Write |
| GoHighLevel | CRM data migration, contact lists | Read (transitional) |
| Member conversation monitoring, concierge delivery | Read + Write | |
| Stripe | Payments, tickets, membership, SPV contributions | Read + Write |
| Profile enrichment, network mapping, research | Read | |
| SMS (Twilio) | Text touchpoints, reminders, feedback | Write |
| Email (Resend) | Transactional + marketing delivery | Write |
| Zoom | Call transcript ingestion | Read |
| Web (Bright Data) | Deep web research on members and founders | Read |
Phase 2: Own the Stack
Replace GoHighLevel with owned components built into OmyaOS.
| GHL Feature | OmyaOS Replacement |
|---|---|
| CRM / Contacts | OmyaOS member database |
| Email campaigns | Resend/Postmark + OmyaOS templates |
| Funnels / Landing pages | Custom pages in OmyaOS |
| Ticketing | Stripe Checkout + event management |
| Pipelines | OmyaOS deal flow & onboarding pipelines |
| SMS sequences | Twilio + OmyaOS automation |
| Forms | Agent-driven conversational intake |
| Automations | Agent-driven workflows |
Phase 3: Notion (If Adopted)
If Haley brings in Notion: sync agent task tracking to Notion boards, Scrum Master updates Notion directly. Alternative: build lightweight project management into OmyaOS and skip Notion entirely. Decision point for Haley.
GoHighLevel Migration
Principle: Own, don't rent. Build the 10% of GoHighLevel that Omya actually uses.
Migration Steps
- Audit — catalog every active workflow, pipeline, form, template, automation
- Export — extract all contacts, email lists, pipeline stages, historical data
- Rebuild — implement equivalent functionality in OmyaOS (agent-driven)
- Parallel run — both systems for 2–4 weeks
- Cutover — decommission GHL, cancel subscription
- Verify — confirm all data migrated, all workflows active
Cost Comparison
| Item | Current (GHL) | Future (OmyaOS) |
|---|---|---|
| GoHighLevel subscription | ~$297–$497/mo | $0 |
| Legacy vendor (GHL setup) | $45/hr variable | $0 |
| Miguel (GHL operator) | ~$5,000/mo | $0 |
| Email delivery (Resend) | included | ~$20–50/mo |
| SMS (Twilio) | included | ~$50–100/mo |
| OmyaOS hosting | $0 | ~$50–200/mo |
| Net monthly savings | ~$5,000–5,500 |
Timeline & Phases
- OmyaOS infrastructure (hosting, database, Google auth)
- Slack integration — agent notifications flowing
- Google Workspace connected (Drive, Calendar, Contacts)
- GHL data audit and export
- Member database seeded + LinkedIn enrichment
- Onboarding Agent v1 — new intake flow
- Kevin's dashboard v1 — member profiles and search
- Scrum Master Agent v1 — daily Slack standups
- Executive dashboard v1 — key metrics
- WhatsApp integration — read access
- Member Intelligence Agent v1 — conversation summaries
- Email Marketing Agent — Heartland reactivation campaign
- SMS integration (Twilio) — text touchpoints
- Email service migration (Resend/Postmark)
- Social Media Agent v1 — daily content + Slack approval
- Heartland landing page rebuilt
- Agent CMO deployed — coordinates growth team
- Referral Engine v1 — member portal with tracking
- GHL parallel run begins
- Member Intelligence v2 — LinkedIn network mapping, collaboration
- Connection recommendations flowing to Kevin daily
- Deal Flow Agent v1 — intake, research, pipeline
- Impact Scorecard v1 — dimensions defined, scoring built
- Alex's underwriting dashboard
- Legal Counsel Agent v1
- Member portal v1 — deals, referrals, profile
- Omya Concierge Bot v1 (web + WhatsApp)
- GoHighLevel decommissioned
- Event Intelligence Agent — checklists, playbooks
- Heartland pre-event engagement sequence
- Real-time event feedback (SMS voice memos, surveys)
- Karosh dashboard (permissioned)
- Post-event automation — day-of through 1-year
- Event playbook auto-generation
- Heartland → Omya member conversion pipeline
- Impact tracking dashboard — portfolio toward $1T goal
- SPV workflow automation
- Community of Communities toolkit — exportable frameworks
- System optimization — agent tuning, workflow refinement
- Native mobile app or PWA (if warranted)
- Full system review, documentation, Haley handoff
Team & Role Evolution
How Roles Change
| Person | Evolution |
|---|---|
| Stephanie | Operational firefighting → strategic oversight. Morning routine: review agent outputs, approve content, review deals. |
| Haley | OmyaOS power user. Works directly with Lior. Manages agent configurations and dashboards. |
| Kevin | Scales from 25 to 100 members. Agents handle research, data, recommendations. Kevin focuses on human relationships. |
| Karosh | Dashboard for sessions. Event intelligence improves protocols. Same therapeutic role, better supported. |
| Bear | Auto-generated playbooks and checklists. Same physical role, better prepared. |
| Alex | Underwriting dashboard speeds due diligence. Impact Scorecard standardizes evaluation. |
Roles Eliminated or Avoided
| Role | Status | Annual Savings |
|---|---|---|
| Miguel (GHL/Intake) | Eliminated | ~$60K |
| Social media hire (planned) | Not needed | ~$60K |
| Additional navigator(s) | Not needed | ~$60K+ |
| GHL vendor | Terminated | Variable |
| Total estimated annual savings | $180K–$250K+ | |
Key Principles
1. Own, Don't Rent
Labor is rented intelligence. Code is owned intelligence. Build on owned infrastructure.
2. If You're Not in the Room, an Agent Should Be Doing It
Any task that doesn't require physical presence or real-time human empathy can and should be agent-driven.
3. Humans for Judgment, Agents for Everything Else
Kevin's value is in the relationship, not the data entry. Stephanie's value is in the vision, not the reporting.
4. Impact by Design, Not by Default
Measure it, score it, track it, or it didn't happen.
5. The Playbook Always Improves
Every event, every deal, every member interaction feeds the system and makes the next one better.
6. Community of Communities
Everything we build should be exportable. Omya's frameworks become the standard others adopt.