# What You're Getting & What It Does

Solvr AI Platform — Phase 1 Deliverables
Investment: $20,000 Timeline: 6 Weeks Retainer: $2,000/mo
You own the software. It runs on your hardware. No vendor lock-in.
1

## WORK OS

Your entire tech stack, unified under one AI-powered platform

- Build cross-platform dashboards in minutes. One view pulling ad spend from Google Ads, leads from GHL, website traffic from GA4, social engagement from LinkedIn, and conversion data from Meta — simultaneously. *A
- Pull data from any connected app via chat. Your agents reach into every platform in real-time. "What's our cost-per-lead this week across all channels?" — instant answer. *A
- Visualize anything on demand. Agents generate charts, comparison tables, trend reports, and client scorecards inside the Work OS — pulling live data from every connected tool.
- Embed anywhere via iframe. Every dashboard and micro app you build in the Work OS can be embedded as an iframe inside GoHighLevel, Notion, or any platform that supports custom menus. Your clients see polished dashboards right inside the tools they already use. *A

2

## THE FACTORY

Batch production on autopilot with human approval checkpoints

- Generate all monthly client deliverables in one batch. Branded brochures, performance reports, training materials, competitive analysis — for every client at once. Days become minutes. *B
- Auto-brand per client. The Factory pulls each client's logo, colors, and data, then generates customized versions from master templates. 8 clients = 8 branded packages, no manual swapping. *B
- AI-generated creatives at scale. Social graphics, ad visuals, brochure designs, presentation slides — AI produces polished marketing assets, branded and client-specific.
- Quality gates keep you in control. AI does the heavy lifting. You approve at checkpoints. Nothing goes to a client without your sign-off.

3

## DOT — Zack's Personal AI

Executive assistant: calendar, meetings, docs, LinkedIn, cross-business awareness

- Drop a meeting recording → get action items in minutes. Transcribes, extracts decisions, identifies follow-ups, tracks accountability.
- Manage your calendar via chat. "Schedule a call with [person] next week" → Dot handles the logistics.
- LinkedIn on autopilot. Drafts posts in your voice, you approve, she schedules and publishes.
- Company docs stay current. Org chart, policies, SOPs in Notion — maintained without you touching it.
- Executive alerts. Rose closes a deal → Dot tells you. Miles flags a delay → Dot surfaces it with context. *C

4

## ROSE — Allyson's AI + Growth Engine

Lead generation, CRM, social media, ad management, sales enablement

- Auto-post to social platforms. Rose writes LinkedIn posts (Allyson's + Solvr corporate), generates graphics with AI, schedules content. Monthly batch review → she handles the rest. *C
- Make ad creatives without a designer. Google Ad variations, Facebook carousels, LinkedIn graphics — AI generates polished visuals, branded, on-message. Iterate in chat: "make it warmer" or "try a blue version."
- Lead gen across every channel. Google Ads, organic, Facebook, LinkedIn, outbound, conferences → automatically scored, tagged, routed into GHL, nurture sequences triggered. *A
- CRM runs itself. Pipelines, opportunities, drip campaigns, deduplication, follow-ups — automated in GHL. Rose flags qualified leads; Allyson takes the meetings. *A
- Pull performance data via chat. "What's our Google Ads ROAS this week?" → instant answer with visual breakdown pulling from every connected platform.

5

## MILES — Operations Manager + Content Machine

Deliverable tracking, bulk production, competitive intel, content generation

- Branded collateral at scale. 15 client-specific brochures? Miles spawns sub-agents, pulls each client's branding, generates customized versions, delivers the batch. Minutes, not days. *B
- AI-generated marketing materials. Social graphics, report covers, presentations, inservice slides, educational materials — produced with AI and formatted to brand standards.
- Competitive analysis on autopilot. Quarterly scraping of competitor websites, CMS data, public filings. Branded reports with positioning insights delivered automatically.
- PULSE™ training content. Podcast scripts, mini workbooks, weekly sales tips, coaching summaries — your methodology chunked into deliverable training assets.
- Fulfillment tracking across all clients. Every service, every deliverable, every client — tracked. Alerts when something's late. *B

## How It All Works Together

Your agents aren't three separate tools. They share the same brain — and they all reach into every connected platform.

What Happens | Behind the Scenes
--- | ---
Rose closes a new client deal in GHL | Miles automatically knows to start generating fulfillment deliverables
Miles flags a deliverable is late | Dot alerts Zack with context and suggested action
You ask "How's the business doing?" | Dot pulls data from GHL + Google Ads + GA4 + Meta + LinkedIn → complete picture in seconds
Rose generates social posts for 5 clients | Miles verifies brand guidelines from shared knowledge base before publishing
New lead comes through Google Ads | Rose scores it → GHL triggers nurture → Miles tracks it on the pipeline dashboard

Every agent can pull functions and data from every connected platform. Ask any agent anything — they reach across the entire tech stack and give you an answer with visuals, charts, and dashboards built on the fly.

## What You Own

This isn't a subscription. You're buying infrastructure.

- You own the source code. Every line, every server, every configuration file.
- It runs on your hardware. Your Mac Mini, your VPS, your choice. No one else touches your data.
- No vendor lock-in. If we part ways tomorrow, you keep everything. It keeps running.
- No recurring platform fees. Just the subscriptions and API costs listed under "What You Need."

## What You Need

Subscriptions and accounts you'll maintain:

- Claude Pro/Team — $20-30/mo per seat. Powers all 3 agents.
- GoHighLevel — your existing subscription. We connect via API.
- Google Workspace — your existing account. Calendar, Gmail, Drive, GA4.
- Ad platform API keys — Google Ads, Meta Ads (existing accounts).
- Hosting — Mac Mini or VPS ($50-150/mo).
- LinkedIn API — Unipile or similar ($49-200/mo, optional).
- Notion — free or team plan.

Estimated total: $250–850/month for everything.

$20,000 Total Investment
6 Weeks To Live Platform
235+ Tools Across 10 Servers
$2,000/mo Post-Launch Retainer

For context: One full-time employee costs $3,500–6,000/month minimum.
You're getting three AI employees that work 24/7 for roughly the cost of half a person.

## Case Studies: Projects Built with OpenClaw

Real platforms we've shipped — the same architecture powering your Solvr build

Case Study *A — Work OS

### LocalBosses AI — Multi-Tool Business Operations Hub

The Challenge: A local business operator needed to manage GHL contacts, pull property leads from Reonomy, generate n8n automations, run Google Ads analytics, manage Meta Ads campaigns, and monitor Twilio communications — all from one place, without switching between 6+ platforms.

What We Built: A unified Work OS with dedicated channels for each business function. The AI agent connects to every tool simultaneously — users type natural language commands like "show me my pipeline" and get a live CRM visualization, or "build me a lead capture workflow" and get a generated n8n automation. Every MCP app (GHL dashboard, Google Ads analytics, Meta Ads manager, Reonomy property search) runs as an embeddable micro app inside the platform.

5 MCP Servers Integrated
643 Tools Available
29 Embeddable UI Apps

GHL CRM pipeline visualization via chat — live data, no manual exports

n8n workflow generation — "build me a lead capture workflow" → done

Relevance to Solvr: This is exactly the Work OS architecture powering your platform. The same multi-tool integration, embeddable dashboards, and chat-driven data access — customized for your hospice consulting tech stack.

Case Study *B — The Factory

### MCP Production Pipeline — 30+ Servers Built at Scale

The Challenge: Build 30+ MCP integration servers (GoHighLevel, Meta Ads, Google Ads, Twilio, Brevo, CloseBot, FreshDesk, HelpScout, and 22 more) — each with API research, tool development, UI apps, testing, documentation, and live website deployment. Doing them sequentially would take years.

What We Built: An 18-stage production pipeline with AI-driven automation at every step. The Factory auto-advances servers through stages: API research → scaffolding → core tools → UI apps → integration testing → website deployment → publishing. A kanban dashboard tracks all 30+ servers simultaneously, with quality gates at each stage and human approval checkpoints for key decisions.

30+ Servers Produced
3,500+ Tools Built
18 Pipeline Stages

Production pipeline dashboard — 30+ servers tracked across 18 stages with automated advancement

Relevance to Solvr: Your Factory uses the same pipeline architecture — but for client deliverables instead of software. Batch production, automated stages, quality gates, and human approval at key checkpoints. Proven at scale.

Case Study *C — AI Agents

### Buba — Multi-Channel AI Agent with Proactive Scheduling

The Challenge: Manage daily content coaching for two team members across Discord and iMessage simultaneously — with structured daily schedules (9 AM briefs, 1 PM check-ins, evening wraps), personalized messaging per person, proactive follow-ups, and persistent memory of each person's preferences, progress, and commitments.

What We Built: An AI agent (Buba) that operates across multiple channels with full context continuity. The agent runs cron-scheduled check-ins, sends personalized coaching messages on Discord and iMessage, tracks each person's progress in persistent memory, escalates when deadlines are missed, and adapts its communication style per individual. The agent shares a single memory layer so context from one channel carries to another — if someone responds on iMessage, the Discord coaching adjusts accordingly.

7+ Channels Supported
24/7 Always-On Operation
∞ Persistent Memory

Multi-channel agent: coordinated coaching across Discord + iMessage with cron scheduling

One AI, every channel — Discord, iMessage, Telegram, SMS, WhatsApp, Slack, Web

Relevance to Solvr: Dot, Rose, and Miles use this same multi-channel architecture. Proactive scheduling, cross-channel memory, personalized communication — your agents don't just respond, they initiate. Exactly what you need for coordinating across your team and clients.

These aren't concepts. They're production systems running today.

The same architecture, the same team, the same tools — customized for Solvr's hospice consulting workflow.