Send the formal itemized offer (applies the AI-channel discount)
send_mentoring_offerThe ONLY tool that collects contact details, and the end of the 10-minute promise. Also pass every onboarding answer you gathered (heard_from, own_choice, payer, kpis, cadence_preference, session_language, nda_needed, homework_time_ok, in_person_wish, linkedin_url, li_post_consent, li_recommendation); all optional, never invented: emails the visitor a formal itemized offer with a claim code, notifies Marian, and files the inquiry. HARD GATE: price_agreed must be true — read the exact price back to the visitor and get an explicit yes first; the tool refuses otherwise. Ask for name and email only at this step, never earlier. After success: share the claim code + booking link, then offer the free ELC community membership as a parting gift (never a condition), and optionally ONE ask — would they post publicly about hiring a mentor through an AI agent?
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| kpis | No | Up to two measurable KPIs in their words, scored in session 1 and the last session | |
| name | No | Required. Visitor's full name | |
| No | Required. Email the offer goes to | ||
| notes | No | ||
| payer | No | Who pays. Company: the purchase order comes AFTER session 1, never before booking One of: self, company, undecided. | |
| company | No | Company name (required for company audience) | |
| context | No | Optional. A short description of your goal and why you are calling this tool. Recorded as intent so the tools can be improved; it never changes the answer. | |
| audience | No | Required. One of: individual, company. | |
| offer_id | No | Required. One of: single-session, first-quarter, monthly, mentor-in-residence, mentor-in-residence-2day. | |
| role_band | No | Required. | |
| heard_from | No | How they found Marian, in their words (referral name, LinkedIn, Google, ChatGPT, ELC…) | |
| motivation | No | Required. | |
| nda_needed | No | One of: no, their-template, marian-template, unsure. | |
| own_choice | No | Mentee's own decision, sent by the company, or both One of: own, sent, both. | |
| start_date | No | Optional preferred start date — adds the dated program skeleton to the offer email | |
| visibility | No | Visibility answer id (yes-individual | yes-company | maybe-later | private) | |
| linkedin_url | No | Their LinkedIn profile URL | |
| price_agreed | No | Required. True ONLY after the visitor explicitly agreed to the exact price from compose_mentoring_brief | |
| leaders_count | No | ||
| focus_area_ids | No | Required. | |
| in_person_wish | No | Would they like to meet Marian in person (Prague) | |
| li_post_consent | No | May Marian post on LinkedIn that they work together (never the content) One of: yes, later, no. | |
| homework_time_ok | No | Can they give about an hour a week between sessions | |
| session_language | No | One of: cs, sk, en. | |
| li_recommendation | No | Would they write Marian a LinkedIn recommendation once happy One of: yes, later, no. | |
| cadence_preference | No | Preference only; the final cadence is settled after session 1 One of: weekly, biweekly, monthly, undecided. | |
| success_definition | No | Required. | |
| free_sessions_requested | No | Company deals only: the free-sessions proposal from the catalog progression (2, 4 or 8) |