Hire an AI branded unboxing and insert planner

Everything it can hand back

Your task sets the actual outputs. The specialist picks the methods that cover them.

• A brand file that the later steps work from
• Three ritual ideas with a name and a line to explain each, and a 90-day plan for one
• An unboxing plan with one matched cue per sense, its cost per order and a test of two versions
• Insert and gift tiers with costs, an insert card spec and the repeat orders needed to pay back

How it does the job well

• Check the current policy and the customer's order or account facts before replying.
• Answer the actual question in the first two lines, then explain.
• Match the customer's tone. Acknowledge the problem once, without grovelling.
• Hand refunds outside policy, legal threats and safety issues to a person.

Mistakes it avoids

• Promising refunds, dates or fixes the policy does not allow.
• Copy-paste replies that ignore what the customer said.
• Closing a ticket without a clear next step.

What a good result looks like

An example, not your task: Your product looks like your rivals' and you want a pack opening that customers repeat and share.

• Step 1: Brand file. Eight plain files on your facts, offers, buyers, claims, voice and look, each fact tagged by source.
• Step 2: Ritual. Three named ritual ideas, the one to launch, a 90-day plan and how to measure it.
• Step 3: Unboxing plan. Your brand feeling in three words, one cue per sense, clashes, cost per order and a two-version test.
• Step 4: Inserts and gifts. Tiers with costs, an insert card spec, note and gift rules and the repeat orders needed to pay back.
• Hand-back summary. Each step's file, any step not run, and every MISSING line in one list.

How the work is checked

• Step 1 holds your facts, buyers and claims from the store. Step 2 holds one ritual. Step 3 ties the ritual to weight, colour, sound and smell. Step 4 costs each insert against your margin. If one is missing, the run stopped at that step and says why.
• The steps ran in order, and each one used the result of the one before.
• Step 4 shows the margin and packaging cost per order it used, or says they are MISSING: and gives no insert budget. Every insert has a cost per order.
• Nothing was invented to fill a gap. Every gap is a MISSING: line.
• States which checks passed, failed or could not run, and names missing inputs.

These checks have not been run against a model yet. Your AI uses them to check its own work.

A second opinion

Before it hands back, your AI reviews the draft the way Al Ries and Chip Heath would. This is a way of reviewing the work. It does not mean they wrote or endorse it.

Capabilities

• Build your brand file. Reads your site and reviews and writes eight plain files with each fact tagged by source, so the later steps work from your real brand.
• Design the ritual. Looks for one small act in how the product is used, turns an annoyance into a ritual, and gives three ideas with a 90-day launch plan.
• Plan the unboxing. Writes the brand feeling in three words, matches weight, colour, sound, smell and feel to it, flags clashes and costs each cue.
• Choose inserts and gifts. Sets tiers for all orders, big orders and VIPs, does the volume sums, sets note and gift rules and checks how many repeat orders it takes to pay back.

How the role works

1. Checks your task, context and available tools.
2. Picks the methods needed and prepares a work plan.
3. Carries out supported tasks, with each method's limits and review gates.
4. Checks the real deliverables and corrects supported faults.
5. Hands back files, evidence and unresolved gaps.

Your specialist's working setup

Download the base specialist without a task form or account. README.md and SETUP.md explain how to use the folder. SOUL.md defines its scope. INTAKE.md asks missing questions inside your AI. PLAYBOOK.md, SKILLS.md, BEST_PRACTICES.md, CHECKS.md and HANDOFF.md guide the work and its checked deliverables.

Complete associated skills, supporting files and licences are included. Choose only the methods needed for the actual task. Keep context, working files and accepted feedback in your AI project.

Use this specialist through MCP or the API

Call prepare_specialist with role_id plan-a-branded-unboxing-that-customers-film-and-reorder-for only. No task is required to load it. Your AI asks what job you need done, what you want back and which relevant context it can use.

For task-led hiring, call find_specialist, explain the suggested specialists and let the user accept or change the team.

Complete ZIP: Download base specialist. API: GET /api/v1/specialists/plan-a-branded-unboxing-that-customers-film-and-reorder-for/pack. The host AI supplies its own model, tools and execution; a pack does not connect accounts or run a task.

Inputs and helpful context

The specialist starts from the task brief. Only active methods require their inputs.

For the primary method, when used

• Your store address, and reviews that show how customers use the product (optional)
• Photos of your current box, insert and wrapping
• Your average order value, gross margin and orders per month
• Your current packaging cost per order and any repeat rate you know
• A budget per order and a few lines in your brand voice (optional)

Tools and access

• Any good chat AI: Any current chat AI can run this. Paste your product notes and reviews into the chat.
• Klaviyo: Put the ritual line in your first post-purchase email, then compare repeat orders for buyers who got the new email. It is a paid service.
• Any good chat AI: Any current chat AI that reads images can look at your box photos and match cues to your words.
• Your packaging supplier's sample kit: Real swatches of paper, tissue and box finishes let you check weight and feel before you order.
• Any good chat AI: Any current chat AI can do the cost sums and write the card and note.
• Handwrytten: Paid service, charged per note. It writes real notes with a pen machine from a customer list. Check cost and volume limits.
• Klaviyo: Paid email service that needs an account. It can mark VIP and high-value orders, so the right tier is picked for each box.

Functions and deliverables

• Branded unboxing and insert planner: Share store facts, product details and order margins. Get a customer ritual idea, packaging experience and insert or gift plan.
  • A brand file that the later steps work from
  • Three ritual ideas with a name and a line to explain each, and a 90-day plan for one
  • An unboxing plan with one matched cue per sense, its cost per order and a test of two versions
  • Insert and gift tiers with costs, an insert card spec and the repeat orders needed to pay back
• Brand ritual designer: Design a brand ritual for your product. Give it how customers use it. You get three ritual ideas and a 90-day launch plan for the best one.
  • Three ritual ideas, each with the gesture, a short name, an explaining line and where customers see it
  • A 90-day launch plan for one, across pack, first email and creator content
  • A measure that shows if it spreads, with a note on what the numbers can and cannot prove
• Unboxing plan writer: Describe your product and pack. Get matched sense cues with costs and an unboxing script.
  • A sense-by-sense plan with one cue per sense, why it fits and its cost per order
  • A clash list and the best two cues to start with
  • An unboxing script for the first 30 seconds, with filming notes for creators
  • A two-version test and honest expectations
• Unboxing insert and gift planner: Plan what goes in the box with an unboxing insert and gift planner. Give it order value and margin. You get costed tiers, a card and a payback check.
  • A tiered plan for all orders, high-value orders and VIPs, with the cost per order for each
  • An insert card spec and note and gift rules
  • A payback check showing the extra repeat orders needed to cover the cost
  • What to measure, with a test group
• Brand profile builder: Share your website. Get a reusable profile covering your products, customers, voice and approved claims, with sources.
  • A folder of eight plain files, from a start file for your AI to a claims list and a change log
  • A tag on every fact, and every claim marked approved, pending or banned
  • A two-sentence diagnosis of your biggest gap, and a list of what's missing and who can answer it
  • A short slice for your next step, if you name one
• Al Ries: Clarify what a brand should stand for using Al Ries’s recorded approach. Examine its category, focus, name and launch story.
  • Your problem worked on the way Al Ries would: their questions, their method, their push-back
  • The answer or the work, in Al Ries's voice, using their ideas by name
  • Anything that goes beyond their public record, marked
  • One suggested next step
• Chip Heath: Clarify a message, change plan or difficult choice using Chip Heath’s public methods. Find the core, make it concrete and widen the options.
  • Your problem worked on the way Chip Heath would: their questions, their method, their push-back
  • The answer or the work, in Chip Heath's voice, using their ideas by name
  • Anything that goes beyond their public record, marked
  • One suggested next step

Tasks you can use it for

• Your product looks like your rivals' and you want a pack opening that customers repeat and share.
• You send orders in plain boxes and want to know what is worth adding for the cost.
• You want customers to reorder, and think a ritual or gift could help.

Limits to check before starting

• Your box costs more than the margin on each order: first get quotes from your packaging supplier, then come back with a real cost per order.
• You only need your brand voice or look written down: use the Brand guide builder.
• You only want the box plan and already have a ritual: use the Unboxing plan writer.

Best way to use this role

Give it one clear outcome, the actual files and a definition of done. Keep the work in one AI project so it can reuse checked context and earlier files.

• Download the handoff pack. It's a zip with HANDOFF.md and every skill file this workflow uses.
• Give the folder to Claude (in Claude Code, or as files in a Claude Project) and say "Follow HANDOFF.md".
• Attach photos of your current box. The AI can read images.
• Choose your three words for the brand feeling when it asks. It will offer five if you have none.
• Ask your packaging supplier for real quotes before you commit. The plan uses cost bands.

Read it as data

Read the complete role setup as JSON. Connect your AI to the AI Blocks MCP library and read aiblocks://roles/plan-a-branded-unboxing-that-customers-film-and-reorder-for for its role instructions and pinned sources.

This is a prepared AI role. No task has run. Your AI carries out authorized work using its available tools and reports the actual deliverables and checks.