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Private Proposal May 9, 2026
Proposal · Renu Therapy × Kaizen AI Lab

Rex.
Your corporate brain. Your website's voice.

A private, conversational AI built specifically for Renu Therapy — citing every answer, refusing what it doesn't know, and handing off cleanly to your team.

Prepared for Bill Bachand & Steve Midgley by Don Ho & Carson Vasquez
01 · The opportunity

Renu Therapy has hard-won knowledge sitting in too many places.

Notion. Gorgias. Google Drive. NetSuite. Fireflies transcripts. Slack threads. Steve's head. Bill's head. Every team that scales hits this wall, and every wrong answer to a customer or a partner costs trust.

What you've already told us

  • Conversational, not a search bar. It needs to feel like texting a smart coworker.
  • Private by design. Proprietary CS and warranty data never go to a public LLM.
  • Audit-grade trust. Every answer cites its source. When it's not sure, it says so.
  • DTC vs. commercial flows. The customer-facing agent has to know the difference and route accordingly.

What Rex does

  • Internal corporate brain for Bill, Steve, and the C-suite — Slack-native, instant, sourced.
  • Customer-facing chatbot on renutherapy.com — DTC and commercial flows, hard guardrails, lead capture.
  • Single ingestion pipeline from Notion, Gorgias, Drive, Fireflies, NetSuite (T-1 batch), Zapier-watched folders.
  • Owned by Steve after handoff. We stay on retainer; Renu Therapy stays in control.
02 · How Rex is different

Built as the architectural opposite of the AI tools that have failed you.

You've already lived through the Gorgias version of AI — the one that grabs the wrong tickets, hallucinates, and gives you no way to audit or tune it. Rex is engineered, line by line, to make every one of those failure modes structurally impossible.

Failure mode
How Rex prevents it
Grabs the wrong source
Document-level RBAC + tenancy filters. Retrieval scoped to the corpus that question is authorized to see.
Hallucinates an answer
Mandatory source citation on every answer. Below confidence threshold? It refuses, instead of guessing.
No way to audit
Full audit log: every query, every retrieved source, confidence score, user, timestamp.
Can't tune behavior
Admin panel to tune confidence thresholds, blocklist sources, force refusal patterns.
Can't see when it's wrong
Thumbs-up/down feedback + weekly content-gap report routes back to your Knowledge Curator.

Security & compliance posture, baked in from day one.

Rex is built to the same engineering bar Kaizen applies to its regulated-industry clients (fintech lending, legal services). For Renu Therapy, that translates into the following commitments — every one of them in scope of the buildout, not an upcharge later.

Data isolation
Single-tenant by architecture. Renu Therapy gets its own Supabase project, GitHub repository, vector store, and credentials. No shared infrastructure with other Kaizen clients. Row-level security enforced at the database, not just the app layer.
Access control
Document-level RBAC. Every retrieval is scoped to the user's authorization tier. Tier enforcement runs at the SQL layer, not just in middleware. Sensitivity tags (CS, warranty, sales, ops) gate what reaches each user.
Audit logging
Immutable query log. Every query, every source retrieved, confidence score, user, timestamp — append-only, with retention policy and restore-test cadence defined at handoff.
Secrets & tokens
Rotated, scoped, audited. OAuth tokens for Notion, Gorgias, Drive, Fireflies, NetSuite, Slack stored with row-level security. Access logged. Quarterly rotation. Webhook signatures verified at every inbound call.
Adversarial testing
Prompt-injection red-team built into Phase 4. Twenty adversarial prompts per access-tier boundary before go-live. Zero unauthorized disclosures is the acceptance criterion.
CI/CD & secret scanning
Every commit gates through automated review. Lint, typecheck, test suite, secret scan, dependency audit. Deploy to production blocked on any failure. Carson is the merge-gate for the entire engagement.
Data minimization
What Rex doesn't see, it can't leak. Customer payment data, full account numbers, and PII columns are excluded from the vector store at ingest time. Source-system data stays in the source system; Rex retrieves only what's authorized.
Soft delete & retention
Nothing is hard-deleted. Every table carries soft-delete and retention windows. When a Renu Therapy team member offboards, their query history follows your retention policy, not ours.
03 · What we'll build

Two parallel tracks. Both live inside six weeks.

Internal Rex and the website chatbot are different products with different audiences, so we build them on parallel tracks instead of in series. The chatbot doesn't have to wait for the corporate brain — it ships in Week 2, while internal Rex runs through Week 6.

Internal Rex Track — Weeks 1 to 6
Week 1

Kickoff & access

  • Confirm tech stack with Steve: Slack, Notion, Gorgias, Drive, NetSuite, Fireflies, Zapier.
  • Provision Renu Therapy's isolated tenant: Supabase, GitHub, Cloudflare.
  • Document taxonomy + tagging schema.
Week 2

Foundation

  • Private vector database stood up.
  • Folder structure deployed in Drive with metadata templates.
  • Tagging schema live: product line, audience, doc type, sensitivity tier.
Weeks 3–4

Ingest

  • Batch ingest: Notion, Drive, Gorgias history, Fireflies transcripts, scoped NetSuite docs.
  • Zapier automation for live folder watching (drop a file → embedded automatically).
  • NetSuite: T-1 batch sync — yesterday's records, no live queries.
Week 5

Internal Rex live

  • Slack-native chat agent with per-user memory.
  • Mandatory citations + refusal-on-uncertainty in production.
  • Admin dashboard for queries, gaps, low-confidence flags.
Week 6

Loop & handoff

  • Feedback loop: thumbs-up/down + weekly gap report.
  • Maintenance cadence and KB hygiene playbook.
  • Ownership handoff to Steve. Renu Therapy can self-maintain. Kaizen on monthly retainer.
Website Chatbot Track — Weeks 1 to 2 (parallel)
Week 1

Greenfield build

  • Lightweight widget designed for renutherapy.com.
  • Two flows wired: DTC consumer vs. commercial (gym / clinic / distributor).
  • Standalone seed corpus: FAQs, product specs, warranty summaries, contact rules.
Week 2

Chatbot live

  • Embedded on renutherapy.com (hosting and DNS confirmed with Steve).
  • Hard guardrails: no pricing commitments, no warranty rulings, no medical claims.
  • Lead capture + Gorgias / Slack handoff for warm escalations.
04 · Your stack, integrated

Rex pulls from where your knowledge already lives.

No rip-and-replace. No "migrate everything to our system." Rex meets your data where it is and brings it together in one private, audited brain.

Notion
Google Drive
Gorgias
Fireflies
NetSuite (T-1 batch)
Slack
Zapier
05 · Investment

Pricing.

Setup fees

Item
Standard
Renu Therapy
Rex (Corporate Brain) buildout
4-week internal Rex deployment
$39,999
$24,999
Website chatbot buildout
2-week DTC + commercial flows
$3,499
$2,499
Combined setup
$43,499
$27,499

Monthly fees

Item
Standard
Renu Therapy
Rex monthly
Internal corporate brain retainer
$999/mo + 1.1× tokens
$499/mo or 1.1× tokens, whichever is higher
Chatbot monthly
Website agent retainer
$249/mo + 1.1× tokens
$99/mo or 1.1× tokens, whichever is higher
In consideration

In consideration of the reduced setup costs above, Kaizen AI Lab requests permission to reference the Renu Therapy engagement as a case study in our website, marketing materials, and partner conversations. Sensitive operational details, customer data, and proprietary product specifications would never appear in any external reference. Final wording on any case study would go to Steve for approval before publication.

06 · Who's building this

A small team. Hands on the keyboard. No agency middlemen.

Don Ho

Co-founder & CEO, Kaizen AI Lab

Attorney (19+ years), entrepreneur, AI consultant. Engagement lead and primary client point of contact for Renu Therapy.

Carson Vasquez

Co-founder & CTO, Kaizen AI Lab

Systems architect. Owns the Rex build, the integration surface, and the technical kickoff with Steve.

Steve Midgley

Director of Operations, Renu Therapy

Renu Therapy's primary point of contact. Ownership of Rex transitions to Steve and Renu Therapy's team in Week 6.

07 · Next steps

Three steps to Week 1.

  1. 1

    Sign the proposal.

    Approval from Bill triggers Phase 0 — provisioning Renu Therapy's isolated tenant and confirming tool access with Steve.

  2. 2

    30-minute kickoff with Steve.

    Carson runs through Slack, Notion, Gorgias, Drive, Fireflies, NetSuite, and Zapier. We confirm tooling and credentials.

  3. 3

    Week 1 begins.

    Internal Rex foundation goes up. Website chatbot greenfield build starts in parallel. Both targets live within six weeks.

Ready to move?

Email Don and Carson directly to greenlight the proposal or schedule the kickoff call.

Email Don & Carson