# Solvr AI Platform
## Implementation Proposal

**Prepared by:** Jake Shore, MCP Engage  
**Prepared for:** Zack Lee, Solvr  
**Date:** February 6, 2026  
**Investment:** $20,000  
**Timeline:** 6 Weeks  
**Retainer:** $2,000/month (post-launch)  
**Powered by:** OpenClaw (open-source AI agent platform)

---

## Executive Summary

Zack — based on our conversation, here's what we're building: a **Work Operating System** that combines your entire tech stack into one AI-powered platform, a **Factory** for your most critical systemized process, and **personal AI assistants** for both you and Allyson.

This isn't three chatbots. It's a unified platform where your team of AI agents shares memory, coordinates handoffs, spawns sub-agents for bulk work, and operates with human-in-the-loop approval before anything goes out the door.

After reviewing your full service catalog across all four pillars — **Growth Accelerator, Finance Navigator, Operations Optimizer, and Talent Solutions** — we've designed this initial build to hit the Growth Accelerator pillar hard (since that's your focus right now) while laying the foundation that expands cleanly into the other three pillars as Solvr scales.

### What You're Getting

| Deliverable | Description |
|-------------|-------------|
| **Work OS** | One unified platform — GHL, Google Workspace, LinkedIn, Google Ads, Meta Ads, Notion, and more — all accessible through AI agents that can talk to every tool at once |
| **Factory** | One fully systemized production pipeline for your highest-priority recurring process (e.g., monthly client deliverable generation) with sub-agent orchestration |
| **Dot (Zack's Assistant)** | Your personal AI — meeting intelligence, calendar, documentation, LinkedIn, email. Handles private and business contexts with appropriate separation |
| **Rose (Allyson's Assistant)** | Allyson's AI — lead generation, CRM, social media, sales enablement, calendar management. North Star: 5 qualified conversations on her calendar per week |
| **Miles (Operations)** | The orchestrator — tracks every deliverable across every client, spawns sub-agents for bulk work, generates reports and assets, flags delays |
| **Shared Memory** | SQLite coordination layer so all agents share company knowledge, policies, procedures, and client context across sessions and tools |

---

## How This Maps to Your Pillars

We read your entire service catalog. Here's what this build covers now, what it sets up for next, and what comes in future expansions.

### Pillar 1: Growth Accelerator — PRIMARY FOCUS

This is where your agents hit hardest on day one. You told me this is your first phase, so we're going deep here.

**Marketing (Rose + Miles)**

| Your Service | What the AI Does | Human in the Loop |
|-------------|-------------------|-------------------|
| **Google Ad Management** | Monitors campaigns, pulls performance data, generates weekly reports, suggests optimizations | You/Allyson approve budget changes and strategy pivots |
| **Social Media Automation** | Generates content calendar, drafts LinkedIn posts (Allyson + Solvr corporate), creates graphics, schedules | Monthly batch review before auto-publish |
| **Collateral System** | Generates branded brochures and materials from master templates, swaps logos per client automatically, handles per-rep customization | You approve master templates; AI handles per-client variants |
| **Competitive Analysis** | Scrapes competitor websites, CMS data, public filings quarterly. Generates branded reports with positioning insights and talking points | Delivered on autopilot; review for QA |
| **Inservice Suite** | Generates monthly educational presentations — slides, testing materials, certificates — from your topic library. Auto-branded per client | You curate the topic calendar |
| **Website Management** | Monitors SEO performance, generates content updates, tracks rankings. Pulls reports from contractors (SEO/PPC) and repackages for your clients | You manage contractor relationships; AI handles the repackaging |

**Sales Enablement (Rose + Miles)**

| Your Service | What the AI Does | Human in the Loop |
|-------------|-------------------|-------------------|
| **Lead Generation Engine** | Manages inbound from Google Ads, organic, Facebook groups, outbound, LinkedIn, conferences. Scores leads, routes to pipeline, triggers nurture sequences in GHL | Rose flags qualified leads; Allyson takes the meetings |
| **CRM Management** | Maintains GHL pipelines for both client sales AND patient intake. Auto-tags, deduplicates, triggers follow-ups, generates pipeline reports | Strategy changes go through you |
| **PULSE™ Sales Training Content** | Takes your sales manual, chunks it into bite-sized trainings — audio (podcast-style via NotebookLM approach), mini workbooks, weekly email drips | You curate what gets released when |
| **EOD / Daily Reporting** | Auto-generates end-of-day activity reports from CRM data, delivers to managers by 6 PM | Fully automated |
| **Bonus Plan Templates** | Generates customized bonus structures from census data and role inputs | You review for compliance |

**Technology/AI (Miles + Sub-Agents)**

| Your Service | What the AI Does | Human in the Loop |
|-------------|-------------------|-------------------|
| **Marketing Assistant Bot** | Client-facing bot that answers marketing questions, provides campaign status, generates quick content ideas | Runs 24/7, escalates edge cases |
| **Website Chat Bot** | Embedded on client hospice websites. Answers visitor questions about hospice services, captures leads, routes to sales pipeline in GHL | You train on agency-specific content; bot handles the rest |

### Pillars 2-4 — FOUNDATION LAID, READY TO EXPAND

The architecture we're building supports all of this. The shared memory layer, the coordination protocol, the MCP server framework — it's all designed so new agents and capabilities plug in without rearchitecting anything.

| Pillar | What This Build Sets Up | What a Future Expansion Adds |
|--------|------------------------|------------------------------|
| **Finance Navigator** | Miles already generates reports and pulls analytics. Shared memory stores financial context. | Dedicated finance agent + QuickBooks/Sage MCP + AP automation + CAP monitoring |
| **Operations Optimizer** | Miles tracks deliverables and fulfillment. Factory handles systemized workflows. Notion stores policies and SOPs. | Compliance auditing agent + Document Intelligence MCP + Virtual DON + Knowledge Hubs |
| **Talent Solutions** | Rose already handles recruitment marketing ads. Miles generates job descriptions and HR content. | HR agent + Knowledge Base MCP (RAG) + Voice agent for compliance hotline |

*Each expansion is additive. We don't start over — we add agents and MCP servers to what's already running.*

---

## Architecture

![Solvr Work OS Architecture](diagrams/architecture_img.png)

---

## Agent Specifications

### Agent 1: Dorothy "Dot" Ashby — Zack's Personal AI

**Role:** CEO Executive Assistant / Chief of Staff  
**Personality:** Buttoned-up, likable, efficient, proactive  
**Access:** Discord (private channels) + Telegram for on-the-go

Dot is your right hand. She handles your calendar, your meetings, your documentation, and your LinkedIn presence. She shares memory with Rose and Miles so she's always aware of what's happening across the business, but your private conversations stay private through permission scoping.

| Function | What Dot Does | Tools Used |
|----------|---------------|------------|
| **Meeting Intelligence** | Ingests Google Meet recordings, extracts action items, generates pre/post meeting reports, tracks accountability | Whisper MCP, Google Workspace MCP |
| **Calendar Management** | Schedule, reschedule, conflict detection, prep briefings for upcoming meetings | Google Workspace MCP |
| **Documentation** | Maintains company manual in Notion — org chart, policies, procedures, job descriptions | Notion MCP |
| **LinkedIn (Zack)** | Drafts posts for your approval, schedules content, tracks engagement | LinkedIn MCP |
| **Communication** | Routes messages across email, Telegram. Manages Zack's inbox priorities | Comms MCP, Google Workspace MCP |
| **Executive Alerts** | Flags fulfillment delays, threshold breaches, priority escalations from Miles and Rose | Coordination Layer |
| **Travel & Expenses** | Book travel, track expenses within parameters you set | Google Workspace MCP |

---

### Agent 2: Rose Callahan — Allyson's AI + Growth Engine

**Role:** CGO Executive Assistant / Sales & Marketing Director  
**Personality:** Warm, polished, professional, conversational, proactive  
**Access:** Discord + Telegram  
**North Star KPI:** 5 qualified sales conversations on Allyson's calendar per week

Rose is Allyson's assistant and your growth engine. She manages leads from every source, nurtures them through GHL, handles social media, monitors ad campaigns, and keeps Allyson's calendar full of qualified conversations.

| Function | What Rose Does | Tools Used |
|----------|---------------|------------|
| **Lead Generation** | Manages inbound from Google Ads, organic, Facebook groups, outbound prospecting, LinkedIn, conferences. Scores and routes leads. | GoHighLevel MCP |
| **CRM Operations** | Pipeline management (sales AND patient intake), opportunity tracking, nurture sequences, drip campaigns, deduplication | GoHighLevel MCP |
| **Social Media** | Manages Allyson's LinkedIn + Solvr corporate channels + Facebook groups. Drafts content, creates graphics, schedules posts | LinkedIn MCP, Design Generator MCP |
| **Paid Advertising** | Monitors Google Ads and Meta Ads campaigns. Pulls performance data, suggests optimizations, generates weekly reports | Google Ads MCP, Meta Ads MCP |
| **Email Campaigns** | Builds email nurture sequences and outbound workflows in GHL | GoHighLevel MCP |
| **Calendar Support** | Manages Allyson's calendar, preps sales meeting briefings, pipeline reports | Google Workspace MCP |
| **EOD Reporting** | Auto-generates daily activity summaries from CRM data | GoHighLevel MCP, Comms MCP |

---

### Agent 3: Miles Thornton — Operations + Factory

**Role:** Operations Manager / Orchestrator  
**Personality:** Detail-obsessed, precise, perfectionist, calm, methodical, proactive  
**Access:** Discord (Work OS channels) + Factory dashboard

Miles is your operational backbone and your factory foreman. He tracks every deliverable across every client, spawns sub-agents when bulk work needs to happen, generates all your reports and branded assets, and makes sure nothing falls through the cracks.

| Function | What Miles Does | Tools Used |
|----------|----------------|------------|
| **Deliverable Tracking** | Tracks delivery status across all service lines and all clients in GHL. Flags delays, generates status reports | GoHighLevel MCP |
| **Sub-Agent Orchestration** | Spawns sub-agents for bulk work — generate 20 branded brochures, create reports for all clients at once, batch process content | Coordination Layer |
| **Content Generation** | PULSE™ training chunks, weekly sales tips, podcast scripts, educational materials, inservice presentations | Whisper MCP, Design Generator MCP, Notion MCP |
| **Design & Collateral** | Social graphics, branded reports, brochures. Swaps logos per client from master templates automatically | Design Generator MCP |
| **Analytics & Reporting** | Pulls data from GA4, Google Ads, Meta Ads, GHL. Generates branded client reports | GA4 MCP, Google Ads MCP, Meta Ads MCP |
| **Competitive Intelligence** | Quarterly competitor scraping and analysis. Generates branded competitive reports with positioning insights | Web capabilities, Design Generator MCP |
| **Documentation** | Maintains operational docs and SOPs in Notion. Generates policy and procedure drafts | Notion MCP |
| **Factory Pipeline** | Manages the systemized production pipeline — each step with defined inputs, outputs, quality gates, and human approval points | Coordination Layer, all MCP servers |

---

## The Factory

The Factory is Miles's domain. It's a systemized pipeline for your most important recurring process — likely your **monthly client deliverable generation** (brochures, training materials, reports, all branded per client).

### How It Works

![The Factory Pipeline](diagrams/factory_img.png)

The Factory is expandable. Once this first pipeline is proven, we can add more: client onboarding pipeline, referral-to-admission pipeline, quarterly reporting pipeline, etc.

---

## Shared Memory & Coordination

### Why This Matters

You specifically mentioned wanting agents that share memory and work together. This is the layer that makes that happen.

All three agents share a single SQLite database for company knowledge, client context, agent-to-agent messaging, and task management.

![Shared Memory & Coordination Layer](diagrams/memory_img.png)

### Privacy Scoping

Your private conversations with Dot (doctor's appointments, personal travel, wedding stuff, whatever) stay scoped to `private`. Business context flows into `shared` so Rose and Miles can reference it. We'll tune the permission boundaries during the build so nothing leaks where it shouldn't.

### Self-Improvement Loop

Every morning at 7 AM, each agent reviews:
- What it did in the last 24 hours
- What it messed up
- What it learned

This self-review feeds back into its instructions. The agents get better at their jobs over time without you having to retrain them manually.

---

## MCP Server Inventory

All MCP servers are custom-built by Jake Shore and the MCP Engage team, powered by the open-source OpenClaw platform. Full source code included — you own everything.

| MCP Server | Tools | What It Powers |
|------------|-------|----------------|
| **GoHighLevel MCP** | 65+ | CRM, pipelines (sales + patient intake), campaigns, workflows, conversations, analytics |
| **Google Workspace MCP** | 40+ | Gmail, Calendar, Drive, Meet, Docs, Sheets |
| **Notion MCP** | 25+ | Company manual, SOPs, policies, procedures, documentation |
| **LinkedIn MCP** | 15+ | Post drafting, scheduling, analytics for Zack, Allyson, and Solvr corporate |
| **Google Ads MCP** | 20+ | Campaign management, bid optimization, keyword metrics, reporting |
| **Meta Ads MCP** | 20+ | Campaign management, ad sets, creatives, audience insights |
| **GA4 Analytics MCP** | 15+ | Website analytics, realtime data, custom reports, segments |
| **Whisper Transcription MCP** | 10+ | Meeting transcription, speaker diarization, action item extraction |
| **Design Generator MCP** | 15+ | Social graphics, branded PDFs, brochures, reports, template-based generation |
| **Telegram/Comms MCP** | 10+ | Telegram messaging, email routing, notification delivery |

**Total:** 10 MCP servers, 235+ tools

---

## Security & Safeguards

Based on our conversation, here's how we're handling security:

| Concern | How We Handle It |
|---------|-----------------|
| **Agents get their own email** | Delegate access to your accounts, not direct login. Just like hiring an employee. |
| **Spending limits** | Virtual cards via Privacy.com (or similar) with preset limits. No agent has open-ended spending authority. |
| **Skill injection risks** | All MCP servers are built by us — no third-party skills installed without your review. We audit everything. |
| **Human-in-the-loop** | Nothing goes out to clients without approval. Design review, content review, and send approval are all gated. |
| **Memory privacy** | Private vs. shared scoping in the SQLite layer. Your personal stuff doesn't bleed into business agent context. |
| **Data ownership** | You own all the code, all the data, all the infrastructure. No vendor lock-in. |

---

## Implementation Timeline

**30-minute check-ins: Tuesdays and Thursdays throughout the build.**

### Week 1: Foundation
- [ ] Deploy coordination layer (SQLite + shared memory)
- [ ] Configure GoHighLevel MCP (already built — tune for Solvr's pipelines)
- [ ] Build Google Workspace MCP
- [ ] Set up agent base configurations (Dot, Rose, Miles)
- [ ] Configure Discord channels / Telegram access

### Week 2: Core Integrations
- [ ] Build Notion MCP
- [ ] Build LinkedIn MCP
- [ ] Configure agent personalities and system prompts
- [ ] Initial testing with Dot (meeting intelligence + calendar flow)
- [ ] Test shared memory across agents

### Week 3: Marketing & Growth Stack
- [ ] Configure Google Ads MCP (already built)
- [ ] Configure Meta Ads MCP (already built)
- [ ] Build GA4 Analytics MCP
- [ ] Test Rose's lead generation and CRM workflows
- [ ] Test GHL pipeline integration (sales + patient intake)

### Week 4: Operations & Content
- [ ] Build Whisper Transcription MCP
- [ ] Build Design Generator MCP
- [ ] Build Telegram/Comms MCP
- [ ] Test Miles' reporting, design, and content generation
- [ ] Build Factory pipeline (first systemized process)

### Week 5: Integration & Sub-Agents
- [ ] Test agent-to-agent communication and handoffs
- [ ] Test sub-agent spawning and bulk work orchestration
- [ ] Configure Factory quality gates and approval workflows
- [ ] End-to-end workflow testing across all pillars touched
- [ ] Human-in-the-loop approval flow testing

### Week 6: Polish & Training
- [ ] Performance optimization and memory tuning
- [ ] Self-improvement cron jobs configured
- [ ] Documentation and runbooks
- [ ] Training sessions with Zack + Allyson
- [ ] Go-live

---

## Deliverables

### Code & Infrastructure
| Deliverable | Description |
|-------------|-------------|
| 10 MCP Servers | Full source code, documented, tested |
| 3 Agent Configurations | System prompts, tool assignments, personality tuning |
| Work OS | Unified platform with all tools accessible via AI agents |
| Factory Pipeline | One fully systemized production pipeline with sub-agent orchestration |
| Coordination Layer | SQLite schema, shared memory, message routing, task queue |
| Deployment Scripts | Docker/systemd configs for self-hosting |
| Monitoring Dashboard | Agent activity, memory usage, error tracking |

### Documentation
| Document | Description |
|----------|-------------|
| Architecture Guide | Full system overview, data flows, how everything connects |
| MCP Server Reference | Every tool, its parameters, and real examples |
| Agent Playbooks | How each agent handles common scenarios |
| Factory Runbook | How to add new pipelines, modify quality gates, adjust triggers |
| Troubleshooting Guide | Common issues, how to fix them, when to escalate |
| Training Materials | How to work with your agents day-to-day |

### Support During Build
| Item | Detail |
|------|--------|
| Bi-weekly check-ins | 30 min, Tuesdays & Thursdays |
| Implementation support | Full 6 weeks |
| Post-launch support | 30 days included |
| Bug fixes | 90 days included |

---

## Investment

### Project Total: $20,000

| Phase | Description | Investment |
|-------|-------------|------------|
| **MCP Development** | Build 7 new MCP servers (130+ tools) | $10,000 |
| **Agent Configuration** | 3 agents — personalities, prompts, workflows, tool assignments | $3,000 |
| **Coordination Layer** | SQLite shared memory, agent messaging, task queue, privacy scoping | $2,000 |
| **Factory Build** | Systemized pipeline, sub-agent orchestration, quality gates | $2,500 |
| **Documentation & Training** | Full docs, runbooks, training sessions with Zack + Allyson | $1,500 |
| **Deployment & Support** | Infrastructure setup, 30-day post-launch support | $1,000 |

### Payment Schedule

| Milestone | Amount | Trigger |
|-----------|--------|---------|
| **Project Kickoff** | $10,000 (50%) | Signed agreement, alignment confirmed |
| **Week 3 Milestone** | $5,000 (25%) | Core integrations complete — Dot, Rose, Miles functional |
| **Project Completion** | $5,000 (25%) | Go-live, training complete, Factory operational |

---

## Post-Launch Retainer: $2,000/month

| What's Included | Detail |
|----------------|--------|
| **Weekly Zoom** | 30 minutes — troubleshoot, ideate, build together, or get AI world updates |
| **Ongoing Optimization** | Tune agent performance, adjust workflows, improve memory |
| **Bug Fixes** | Anything that breaks, we fix |
| **Minor Enhancements** | Small feature additions, new workflow configurations |
| **AI Briefings** | What's new in the AI world that matters for Solvr — stay 2-4 weeks ahead of the crowd |
| **Expansion Planning** | When you're ready for Pillar 2/3/4 agents, we scope and plan together |

---

## What's Included vs. What You Provide

### MCP Engage Provides
- ✅ All 10 MCP servers (full source code — you own it)
- ✅ Agent configurations, system prompts, personality tuning
- ✅ Work OS setup and configuration
- ✅ Factory pipeline with sub-agent orchestration
- ✅ Shared memory coordination layer
- ✅ Deployment to your infrastructure
- ✅ Full documentation and training
- ✅ 30-day post-launch support
- ✅ 90-day bug fixes

### Solvr Provides
- API credentials (GHL, Google, LinkedIn, Meta, Notion)
- Hosting infrastructure (your Mac Mini or a VPS — we'll advise on best option)
- Access to existing systems for integration testing
- Your PULSE™ sales manual and training content (so we can chunk it properly)
- Master brochure/collateral templates (so agents can customize per client)
- Time for bi-weekly check-ins and training sessions
- Feedback throughout the build

---

## Ongoing Costs (Post-Project)

| Item | Estimated Monthly Cost |
|------|------------------------|
| Hosting (3 agents + MCP servers) | $50-150 (VPS) or $0 if using your Mac Mini |
| LLM API usage (Claude) | $200-500 depending on volume |
| LinkedIn API (if using Unipile) | $49-200 (optional) |
| MCP Engage Retainer | $2,000 |
| **Total Estimated** | **$2,300-2,850/month** |

*For context: one full-time employee costs $3,500-6,000/month minimum. You're getting three agents that work 24/7 for roughly the cost of half an employee.*

---

## What's Not Included — Recommended Future Expansions

**This build focuses on Pillar 1 (Growth Accelerator) with light coverage across the other pillars.** The following capabilities are **not included** in this $20,000 engagement but are **strongly recommended** as future phases. Each one plugs directly into the platform we're building — no rearchitecting, no starting over, no wasted work.

We're listing these in detail so you can see the full picture of where this goes.

---

### Expansion 1: Finance Navigator — *Recommended*
**Estimated Investment:** $6,000-8,000  
**New Agent:** Vera (Finance & Reporting Analyst)  
**New MCP Servers:** QuickBooks/Sage MCP, Dashboard/Reporting MCP

| Solvr Service (Not Included) | What It Would Add |
|-------------------------------|-------------------|
| **Monthly Financial Reporting** | Auto-pulls from QuickBooks/Sage, generates P&L with variance flagging and narrative summaries. Human validates before client delivery. |
| **Quarterly Profit Opportunity Analysis** | AI analyzes financials against hospice industry benchmarks, identifies margin leakage, generates prioritized opportunity lists with ROI projections. Human expert validates. |
| **Monthly PPD Expense Analysis** | Fully automated. Calculates per-patient-day expenses by discipline and category, flags anomalies, auto-delivers branded reports. |
| **Quarterly Competitive Benchmarking** | Aggregates public CMS data and quality metrics for regional competitors. Auto-generates comparison dashboards. |
| **Medicare Hospice CAP Monitoring** | Fully automated. Models CAP exposure using real-time census and reimbursement data. Auto-alerts when approaching thresholds. |
| **Post-Payroll Staff Cost Analysis** | Fully automated. Maps payroll against staffing models, flags overages with root-cause indicators (overtime, PRN usage, visit volume). |
| **AP Management System** | AI handles invoice ingestion (OCR/email), GL coding, duplicate detection, approval routing. ~70% of volume fully automated. |
| **Contract Management** | Extracts key terms from uploaded contracts, tracks renewals/expirations, generates first-draft contracts from templates. |

**Why it's not in this build:** Requires accounting system integration (QuickBooks, Sage) and financial data pipelines that are separate from your Growth Accelerator stack. Best to get Growth running first, then layer this in.

---

### Expansion 2: Operations Optimizer — *Recommended*
**Estimated Investment:** $8,000-10,000  
**New Agent:** Nora (Clinical Operations Specialist)  
**New MCP Servers:** Document Intelligence MCP, Knowledge Base MCP (RAG)

| Solvr Service (Not Included) | What It Would Add |
|-------------------------------|-------------------|
| **Technical Auditing** | AI scans admission/recert packets against compliance checklists, auto-flags missing elements, generates deficiency reports. ~85% automated. |
| **Clinical Auditing** | AI reviews clinical notes against LCD criteria, flags documentation gaps, scores compliance risk. Clinician validates findings. ~60% screening automated. |
| **Survey Readiness System** | Automated monthly audits of rotating operational areas. AI scores submissions against CoP requirements, generates findings, updates running tracker. |
| **ADR Response Support** | AI assembles relevant documentation, generates draft response narratives aligned with MAC-specific preferences. ~50% automated. |
| **Quality Agency Review** | AI pulls CMS quality data and CAHPS scores, generates branded quarterly assessments with trend analysis and improvement recs. |
| **Virtual DON AI Assistant** | AI voice/chat interface receives incident reports (complaints, falls, infections), auto-categorizes, generates required forms, populates QAPI dashboards. |
| **Digital Form Management** | DocuSign-powered system with pre-built hospice form templates, auto-populated patient data, electronic signature routing, compliance validation. |
| **Education Toolbox** | AI generates discipline-specific content, auto-schedules delivery, tracks completion, generates compliance reports. |
| **Caregiver Satisfaction Monitoring** | Automated survey distribution, AI analyzes responses for sentiment and turnover risk, generates alert reports with intervention recommendations. |
| **Hospice Agency Knowledge Hub** | RAG-based AI chatbot trained on client's specific P&P manual, employee handbook, state regulations, and accreditation standards. Answers questions 24/7. |
| **Policy & Procedure Generator** | AI generates policy drafts from regulatory templates, auto-formats to brand standards, tracks version history. ~80% automated. |
| **Operational Dashboard** | Real-time KPI monitoring from integrated data sources. AI generates narrative summaries and flags anomalies. |
| **IT Management (Tier 1)** | AI-powered helpdesk handles password resets and common issues via chatbot. ~40% of tickets automated. |

**Why it's not in this build:** Requires EMR/EHR integration for clinical data, document intelligence for auditing, and a RAG knowledge base pipeline for the Knowledge Hub. These are specialized infrastructure builds that deserve their own focused phase.

---

### Expansion 3: Talent Solutions — *Recommended*
**Estimated Investment:** $5,000-7,000  
**New Agent:** Harper (Talent & HR Manager)  
**New MCP Servers:** Knowledge Base MCP (shared with Ops if built), Voice Agent MCP

| Solvr Service (Not Included) | What It Would Add |
|-------------------------------|-------------------|
| **Hospice Hiring for Excellence System** | AI generates role-specific job postings, interview question sets, and scoring rubrics from hospice-specific templates. ~75% automated. |
| **Job Description & Post Generator** | Fully automated. ATS-optimized descriptions from role parameters, formatted for major job boards. |
| **Recruitment Marketing** | AI generates ad copy, targeting, campaign structures for recruitment. Automated A/B testing and budget optimization. (Video production still human.) |
| **Volunteer Recruitment Service** | Fully automated. AI builds landing pages, generates ad copy, manages targeting, routes volunteer inquiries with pre-qualification. |
| **Employee Engagement Monitoring** | Fully automated. Scheduled surveys, sentiment analysis, flight-risk indicators, actionable alert reports. |
| **Team Building Activities Generator** | Fully automated. Themed activity packages based on team size and objectives, auto-delivered with facilitator guides. |
| **HR Knowledge Hub** | RAG-based AI chatbot trained on client's handbook, state labor laws, and internal policies. Answers HR questions 24/7. |
| **HR & Compliance Hotline** | AI voice agent receives anonymous complaints, transcribes, categorizes, auto-alerts leadership, populates trending dashboard. |

**Why it's not in this build:** While Rose and Miles handle some recruitment marketing and content in this build, the full Talent Solutions pillar needs a dedicated HR agent, a RAG knowledge base for handbook/policy Q&A, and a voice agent for the compliance hotline. Best layered in after Growth and Finance are running.

---

### Expansion 4: Clinical Eligibility AI — *Recommended (Advanced)*
**Estimated Investment:** $10,000-15,000  
**New Agent:** Dedicated Clinical AI Agent  
**New Infrastructure:** HIPAA compliance layer, PHI de-identification pipeline

| Solvr Service (Not Included) | What It Would Add |
|-------------------------------|-------------------|
| **Clinical Eligibility AI** | System reviews patient records for hospice eligibility indicators against LCD/NCD criteria. Generates flagged summaries for clinician review. All final determinations remain with human clinicians. |

**Why it's separate:** This is the highest-complexity, highest-liability service in your catalog. It requires:
- HIPAA-compliant architecture from the ground up
- PHI de-identification pipeline before any AI processing
- Integration with client EMR/EHR systems
- Clinician validation workflows with audit trails
- Careful legal review of the entire pipeline

**Our recommendation:** Build this last, after all other pillars are proven and running. The compliance requirements are significant, and you want the rest of the platform stable before introducing clinical data workflows.

---

### Full Expansion Summary

| Phase | Pillar | Estimated Investment | New Agents | New MCP Servers |
|-------|--------|---------------------|------------|-----------------|
| **This Build** | Growth Accelerator (Primary) | **$20,000** | Dot, Rose, Miles | 10 servers (235+ tools) |
| **Expansion 1** | Finance Navigator | $6,000-8,000 | Vera | QuickBooks MCP, Dashboard MCP |
| **Expansion 2** | Operations Optimizer | $8,000-10,000 | Nora | Document Intelligence MCP, Knowledge Base MCP |
| **Expansion 3** | Talent Solutions | $5,000-7,000 | Harper | Voice Agent MCP |
| **Expansion 4** | Clinical Eligibility AI | $10,000-15,000 | Clinical AI Agent | HIPAA compliance infrastructure |
| **Total (All Pillars)** | Complete Solvr AI Platform | **$49,000-60,000** | **8 agents** | **16+ MCP servers** |

*Each expansion is scoped and priced during retainer calls when you're ready. No pressure, no timeline — you decide when each pillar makes sense for Solvr's growth.*

---

## Why MCP Engage + OpenClaw

- **65+ GoHighLevel tools already built** — battle-tested, production-ready. Your GHL integration isn't starting from scratch.
- **30+ MCP servers built** across industries — Jake and the MCP Engage team know what works and what doesn't at scale.
- **Powered by OpenClaw** — an open-source AI agent platform. No proprietary black boxes. You can inspect, modify, and extend everything.
- **Full ownership** — you own the code, you host it, there's no vendor lock-in. If we part ways, you keep everything.
- **Simple infrastructure** — SQLite over complex distributed systems. Reliable, fast, easy to maintain.
- **Built for expansion** — the platform is designed to grow with Solvr. Every future agent and MCP server plugs in cleanly.
- **Ongoing partnership** — Jake isn't a set-it-and-forget-it contractor. The $2k/mo retainer means you always have an AI expert in your corner as the technology evolves.

---

## Next Steps

1. **Review this document** — mark it up, tell me what's missing, what doesn't match your vision
2. **Schedule our alignment call** — we walk through your markup together, get on the same page
3. **Finalize and sign** — once we're both 100% aligned on what's being built
4. **Kickoff** — $10,000 deposit, and we start Week 1

I'm not taking your money until we're both fully aligned on the vision. That's how I work.

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**Prepared by:** Jake Shore, MCP Engage  
**Date:** February 6, 2026

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*This proposal is valid for 30 days from the date above.*
