Rusty Osborne — Cynthia AI Concierge ("Samwise")

Joshua's longtime friend (Iceland trip, Whole30 shepherd). Solo meditation/coaching business — front-end meditation product on SamCart, email list in ActiveCampaign, upsell to weekly ($1500/mo) or bi-weekly ($850/mo) coaching, monthly check-ins at ~$400/mo. Currently 12 active clients. Runs Meta ads himself.

Sold 2026-06-02 on a Cynthia AI agent named Samwise ("help me carry the load") to take over:

• Call prep — pull last calls/emails per client, package the brief.
• Call post-work — Fathom transcript → Trello card (currently manual copy/paste from a stale inbox).
• Client CRM check-ins — nudge "hey, how are you since last week's session" cadence per client (replaces $575/mo Commit Action accountability coach).
• Meta ads — eventually swap out Ads Manager for natural-language daily download + execution via Meta MCP.

Status: ✅ verbally closed, Stripe link sent (pending payment)

• Email: rusty@rustyosborne.com
• Price: $1000/mo subscription, first month $700 ($300-off friend rate, one-time).
• Stripe link (live): https://buy.stripe.com/dRm9AM5vNbJG102fo54AU0H — promo code RUSTY700 applies the $300 off at checkout. IDs in notes/2026-06-02-stripe-link-built.md.
• Comms: New Slack workspace + #samwise channel (he's not on Slack currently — will reply with the email he signs up with so Ricki can invite).
• Onboarding: Virtual-first. We'll send Pipedream/OAuth connect links per platform in a Slack thread; Rusty clicks through to authorize Cynthia. Zoom only when genuinely needed, not as a default first step.

Stack to wire Samwise into

• Checkout: SamCart → Stripe + PayPal
• Email/CRM: ActiveCampaign + a manual CRM spreadsheet (the pain point)
• Inbox: Gmail (Fathom currently mis-routed to a stale inbox — copy/paste burden)
• Calls: Zoom + Fathom (note-taker)
• Project board: Trello (per-client cards)
• Ads: Meta Ads Manager (self-managed)

Persona for Samwise

"Help me carry the load." Helpful, resilient, dependable. Nudges Rusty if it notices a pattern ("you committed to this — want to do it real quick?"). Good teammate, not a yes-man. Reference: Samwise Gamgee, Frodo's gardener and companion.

Personal context

Just factory-reset his computer the night before the call. Burned out last week — overdid Zoom load. Lake house, settling in. Working through abundance mindset. Trusts Joshua deeply ("you let me into life-threatening situations more than once"). Wants to break out of his current activity mold — capacity is freed up by AI = book + better product.