diff --git a/proposal-factory/PIPELINE.md b/proposal-factory/PIPELINE.md new file mode 100644 index 0000000..ad25ff9 --- /dev/null +++ b/proposal-factory/PIPELINE.md @@ -0,0 +1,168 @@ +# Proposal Factory — Pipeline Operator Guide + +## Overview + +This system takes a client intake (form OR meeting transcript) and produces a complete proposal package: + +1. **Spec Sheet** — Technical scope, MCP servers needed, agent team, automation tiers +2. **Visual Deliverables Doc** — The "What You Get & What It Does" PDF with AI-generated visuals +3. **Contract/SOW** — Legally ready statement of work with payment terms +4. **Discovery Questions** — Tailored follow-up questions based on their industry/use case + +## How to Use + +### Option A: Intake Form +Jake fills out `intake/CLIENT-NAME.md` using the template at `templates/intake-form.md`. + +### Option B: Meeting Transcript +Jake drops a transcript (text, audio file, or paste) and tells Buba: "New prospect intake from this transcript." Buba extracts the intake fields and creates the intake file. + +### Trigger +Tell Buba: **"Run proposal factory for [CLIENT NAME]"** + +Buba will: +1. Read the intake file at `intake/CLIENT-NAME.md` +2. Generate all outputs into `output/CLIENT-NAME/` +3. Send the package to Jake for review + +--- + +## Pipeline Stages + +### Stage 1: Parse Intake +- **Input:** `intake/CLIENT-NAME.md` (form) OR raw transcript +- **Action:** Extract all fields into structured data +- **Output:** Validated intake data (in memory) + +### Stage 2: Scope & Architecture +- **Input:** Validated intake data +- **Action:** + - Map client's tech stack to MCP servers (match against our library of 30+) + - Map their team roles to agent personas + - Map their services/pain points to automation capabilities + - Determine tier (Starter / Standard / White Glove) from scope + - Calculate pricing using tier logic +- **Output:** `output/CLIENT-NAME/spec-sheet.md` + +### Stage 3: Visual Deliverables Doc +- **Input:** Spec sheet + intake data +- **Action:** + - Generate 4 Nano Banana Pro visuals: + 1. Work OS dashboard mockup (with THEIR platform names) + 2. Factory pipeline (with THEIR deliverable types) + 3. Agent chat interface (with THEIR agent names + data sources) + 4. AI-generated creatives (with THEIR industry examples) + - Build HTML from template, inject client-specific content + - Convert to PDF via Puppeteer + Ghostscript + - Add case studies matched to their use case +- **Output:** `output/CLIENT-NAME/deliverables.pdf` + `output/CLIENT-NAME/deliverables.html` + +### Stage 4: Contract/SOW +- **Input:** Spec sheet + pricing + client info +- **Action:** + - Select contract template based on tier + - Fill in: client name, company, scope, integrations list, deliverables, pricing, timeline + - Generate HTML + PDF +- **Output:** `output/CLIENT-NAME/contract-sow.pdf` + `output/CLIENT-NAME/contract-sow.md` + +### Stage 5: Discovery Questions (Optional) +- **Input:** Intake data + industry +- **Action:** Generate tailored discovery questions based on gaps in intake + industry-specific concerns +- **Output:** `output/CLIENT-NAME/discovery-questions.md` + +### Stage 6: Package & Deliver +- **Input:** All outputs +- **Action:** Send summary to Jake with file links, ready for review +- **Output:** Message to Jake with the full package + +--- + +## Tier Logic + +### Starter — $2,499 +- 1 messaging channel +- 1-3 MCP integrations +- Basic agent configuration (1 agent) +- 5-7 day delivery +- No custom visuals in proposal (text-only spec sheet + contract) + +### Standard — $7,499 +- 2-3 messaging channels +- 4-8 MCP integrations +- 2-3 agents with custom personas +- 14-day delivery +- Visual deliverables doc (no case studies) + +### White Glove — $20,000+ +- 3+ messaging channels +- 8+ MCP integrations +- 3+ agents with deep workflow logic +- Work OS + Factory pipeline +- 6-week delivery +- Full visual deliverables doc + case studies + discovery questions +- Post-launch retainer offered + +### Custom Enterprise — $20,000-60,000+ +- Multi-phase rollout +- 5+ agents across business pillars +- 10+ MCP integrations +- Custom expansion roadmap +- Full proposal package + phased pricing + +--- + +## Case Study Matching + +| Client Use Case | Matched Case Study | +|----------------|-------------------| +| CRM + lead gen + pipeline | *A: LocalBosses (GHL + multi-tool Work OS) | +| Bulk content/deliverable production | *B: MCP Factory (30+ servers, 18-stage pipeline) | +| Multi-channel agent (Discord/Telegram/iMessage/SMS) | *C: Buba (multi-channel coaching agent) | +| Ad management (Google/Meta) | *A: LocalBosses (Google Ads + Meta Ads integration) | +| Automation/workflow generation | *A: LocalBosses (n8n workflow generation via chat) | +| Client-facing chatbot | *C: Buba (24/7 always-on, persistent memory) | +| Sales enablement / coaching | *C: Buba (structured daily coaching, cron scheduling) | +| Data/analytics dashboards | *A: LocalBosses (cross-platform dashboard, iframeable) | + +--- + +## Nano Banana Prompt Library + +### Work OS Dashboard +``` +Professional dark-mode SaaS dashboard mockup on a laptop screen. Dashboard title: '[CLIENT] WORK OS'. Shows unified analytics pulling from [PLATFORM LIST]. Include: cross-platform analytics chart, [INDUSTRY-SPECIFIC METRIC] tracker, pipeline funnel, activity feed. Blue/purple accent colors, modern glassmorphism cards. +``` + +### Factory Pipeline +``` +Clean product marketing mockup showing an AI Factory pipeline on a monitor. 5 connected stages: Stage 1 'Data Pull' (icons for [THEIR TOOLS]), Stage 2 'AI Generation' ([THEIR DELIVERABLE TYPES]), Stage 3 'Brand Customization' (logos being swapped per client), Stage 4 'Quality Review' (human approval checkpoint), Stage 5 'Delivery' (outputs going to clients). Dark UI with gradient cards. Title: 'THE FACTORY'. +``` + +### Agent Chat Interface +``` +Product mockup showing AI agent chat on phone and laptop side by side. Phone shows [MESSAGING PLATFORM] chat where user asks '[INDUSTRY-SPECIFIC QUESTION]' and agent [AGENT NAME] responds with embedded dashboard card showing [RELEVANT METRICS FROM THEIR TOOLS]. Laptop shows expanded dashboard. Modern, sleek. Title: 'ASK ANYTHING, GET EVERYTHING'. +``` + +### AI Creatives +``` +Product mockup showing AI-generated branded marketing content. Show: [NUMBER] different [INDUSTRY] branded [DELIVERABLE TYPES] with different logos and color schemes, social media post graphics for LinkedIn and Facebook, [AD PLATFORM] ad creatives, and a branded [REPORT TYPE] cover. AI sparkle icons. Banner: 'AI-GENERATED CREATIVES IN MINUTES'. Overhead flat-lay, clean background. +``` + +--- + +## File Locations + +- **Intake template:** `templates/intake-form.md` +- **Deliverables HTML template:** `templates/deliverables-template.html` +- **Contract templates:** `templates/contract-starter.md`, `templates/contract-standard.md`, `templates/contract-whiteglove.md` +- **Discovery questions template:** `templates/discovery-questions-template.md` +- **Case study assets:** `case-studies/` (images + text blocks) +- **Output:** `output/CLIENT-NAME/` (one folder per prospect) + +--- + +## Maintenance + +- **When we ship a new project:** Add it as a case study in `case-studies/` +- **When pricing changes:** Update tier logic in this doc + contract templates +- **When we build new MCP servers:** They auto-expand our capability matching diff --git a/proposal-factory/case-studies/README.md b/proposal-factory/case-studies/README.md new file mode 100644 index 0000000..091316e --- /dev/null +++ b/proposal-factory/case-studies/README.md @@ -0,0 +1,40 @@ +# Case Study Library + +## Available Case Studies + +### *A — LocalBosses AI (Work OS) +**Best for:** Clients needing CRM + lead gen + dashboards + multi-tool unification + embeddable apps +- **Project:** Multi-tool business operations hub +- **Stack:** GHL (65+ tools), Google Ads (20+ tools), Meta Ads (20+ tools), Reonomy, n8n, Twilio +- **Stats:** 5 MCP servers, 643 tools, 29 embeddable UI apps +- **Key features:** Chat-driven CRM pipeline visualization, n8n workflow generation via natural language, cross-platform analytics, iframeable dashboards +- **Images:** `cs-localbosses-ui.png`, `cs-localbosses-ghl.png`, `cs-localbosses-automations.png` + +### *B — MCP Production Pipeline (Factory) +**Best for:** Clients needing bulk production, batch deliverables, scaled content generation +- **Project:** 30+ MCP server production pipeline +- **Stack:** 18-stage kanban pipeline, AI-driven stage advancement, sub-agent orchestration +- **Stats:** 30+ servers produced, 3,500+ tools built, 18 pipeline stages +- **Key features:** Automated advancement through stages, quality gates, parallel batch processing, kanban dashboard +- **Images:** `cs-mcp-factory.png`, `cs-agent-factory.png` + +### *C — Buba Multi-Channel Agent (AI Agents) +**Best for:** Clients needing proactive AI assistants, multi-channel presence, scheduled actions +- **Project:** Multi-channel AI coaching agent +- **Stack:** Discord + iMessage + Telegram, cron scheduling, persistent memory, cross-channel context +- **Stats:** 7+ channels supported, 24/7 operation, persistent memory +- **Key features:** Cron-scheduled daily coaching, personalized per-person messaging, cross-channel memory continuity, proactive alerts +- **Images:** `cs-agent-coaching.png`, `cs-multi-channel.png` + +### *D — OpenClaw Gallery (Sales/Marketing Asset) +**Best for:** Showing overall platform capabilities +- **Images:** `cs-integrations.png` (20-tool integration grid) + +## Adding New Case Studies + +When you complete a client project: +1. Write a summary following the format above +2. Save 2-3 screenshots or generate visuals with Nano Banana +3. Copy images to this folder with `cs-` prefix +4. Update this README +5. Update the case study matching table in `../PIPELINE.md` diff --git a/proposal-factory/templates/contract-standard.md b/proposal-factory/templates/contract-standard.md new file mode 100644 index 0000000..de5e812 --- /dev/null +++ b/proposal-factory/templates/contract-standard.md @@ -0,0 +1,171 @@ +# STATEMENT OF WORK — OpenClaw Setup + +**Contract Reference:** QU-{{CONTRACT_NUMBER}} +**Creation Date:** {{DATE}} +**Quote Expiry:** {{EXPIRY_DATE}} + +--- + +## Parties + +**Service Provider:** +Jake Shore +MCP Engage +jake@localbosses.org +www.mcpengage.com + +**Client:** +{{CLIENT_NAME}} +{{CLIENT_COMPANY}} + +--- + +## Project Overview + +**Project:** OpenClaw AI Operations Platform Setup +**Tier:** Standard +**Infrastructure:** Client-provided ({{INFRASTRUCTURE}}) + +### Scope Summary +Setup of OpenClaw AI Operations Platform on Client infrastructure via remote access, with {{CHANNEL_COUNT}} messaging platform(s) ({{CHANNELS}}), including {{INTEGRATIONS_SUMMARY}}. + +--- + +## Compensation + +| Description | Amount | +|-------------|--------| +| **Total Fixed Fee** | **$7,499.00 USD** | +| Deposit (50% upfront) | $3,749.50 USD | +| Final Payment (50% at completion) | $3,749.50 USD | + +**Payment Terms:** Payment due immediately upon invoice. + +### Refund Policy +Refunds are generally not provided except in cases of gross negligence by Vendor in performing the Services. Client acknowledges that Vendor commits significant time and resources upon project commencement. + +**Dispute Process:** To request a refund, Client must submit a written dispute to jake@localbosses.org within seven (7) calendar days of the alleged issue, including: (a) a detailed description of the issue, (b) evidence of gross negligence, and (c) proposed resolution. Vendor will respond within five (5) business days. + +--- + +## Timeline + +| Milestone | Target | +|-----------|--------| +| **Project Start** | Within 2 business days of deposit | +| **Project Completion** | 14 business days from start | + +--- + +## Terms & Conditions + +### 1. Services +MCP Engage ("Vendor") shall perform the following AI operations platform setup services (the "Services"): +- Installation and configuration of OpenClaw (Clawdbot platform) +- {{CHANNEL_LIST}} messaging channel integration(s) +- {{INTEGRATIONS_DETAILED}} +- Environment setup with secure credential management +- AI model configuration +- Custom agent personas and workflow configuration +- Memory system setup +- Initial testing and validation + +Any service not expressly listed is a Change (see § 5). + +### 2. Deliverables + +**2.1 OpenClaw Installation.** Fully installed and configured OpenClaw (Clawdbot) system on Client infrastructure via remote access. + +**2.2 Messaging Integration.** {{CHANNEL_COUNT}} messaging channel(s) ({{CHANNELS}}) connected and configured with appropriate security and access controls. + +**2.3 Integrations.** {{INTEGRATIONS_SUMMARY}} configured and tested, with API connections validated. + +**2.4 Documentation.** Comprehensive documentation including agent playbooks and configuration notes provided. + +### 3. Review & Approval Process + +**3.1 Testing Phase.** Vendor will provide Client with access to the configured system for testing and validation. + +**3.2 Client Feedback Window.** Client shall provide feedback within three (3) business days of completion notice. If Client has not responded by this deadline, Vendor will issue a written reminder. Should Client fail to respond within two (2) additional business days after such reminder, the Deliverables for that milestone will be deemed accepted. + +**3.3 Revisions.** Reasonable revisions to configuration within the original scope are included at no additional charge during the testing phase. Changes to scope require a Change Order under § 5. + +### 4. Compensation & Payment Terms + +**4.1 Fixed Fee.** All Services are provided for a total fixed fee of SEVEN THOUSAND FOUR HUNDRED NINETY-NINE U.S. DOLLARS ($7,499.00 USD), exclusive of all taxes unless Client supplies a valid exemption certificate. + +**4.2 Deposit — Work Start.** Fifty percent (50%) of the Fixed Fee ($3,749.50 USD) is due immediately upon Client's acceptance of this SOW. Vendor will not commence—and has no obligation to commence—any Services until the deposit funds have fully cleared Vendor's bank account. + +**4.3 Final Payment.** The remaining fifty percent (50%) of the Fixed Fee ($3,749.50 USD) is due immediately upon completion and delivery of all Deliverables. + +**4.4 Refund Policy.** +- (a) Refunds are generally not provided. Client acknowledges that Vendor commits significant time, resources, and expertise upon project commencement, and that the Fixed Fee reflects this commitment. +- (b) Refunds may be considered solely in cases of gross negligence by Vendor in performing the Services as defined in § 1. +- (c) **Dispute Process:** To request a refund, Client must submit a written dispute to jake@localbosses.org within seven (7) calendar days of the alleged issue. The dispute must include: (i) a detailed description of the issue, (ii) specific evidence demonstrating gross negligence by Vendor, and (iii) Client's proposed resolution. Vendor will acknowledge receipt within three (3) business days and provide a substantive response within five (5) business days. If the parties cannot reach a mutually acceptable resolution through good-faith negotiation, the dispute shall be resolved in accordance with § 13 (Governing Law & Venue). +- (d) For the avoidance of doubt, Client dissatisfaction with the Deliverables, changes in Client's business needs, or Client's failure to provide required credentials, access, or cooperation under § 7 shall not constitute grounds for a refund. + +**4.5 Late-Payment Fees.** Any amount not paid when due shall bear interest at one-and-one-half percent (1.5%) per month (18% per annum) or the maximum rate permitted by applicable law, whichever is lower, from the due date until paid in full. Client is also responsible for all reasonable collection costs, including attorneys' fees. + +### 5. Change Management +Any Change must be documented in a written change order ("Change Order") stating scope, fee, and timeline adjustments, signed by both parties. Vendor has no obligation to begin a Change until it receives the executed Change Order and any associated payment. + +### 6. Delivery & Acceptance +Vendor will provide Client with access credentials and system documentation via secure electronic transfer. Client shall have three (3) business days ("Acceptance Period") to test the system and request reasonable revisions within scope. If Client has not submitted written feedback by the end of the Acceptance Period, Vendor will issue a written reminder. Should Client fail to respond within two (2) additional business days after that reminder, the Deliverables will be deemed accepted. + +### 7. Client Responsibilities + +**7.1 Infrastructure.** Client shall provide hosting infrastructure ({{INFRASTRUCTURE}}). Vendor will perform installation via remote access. Client is responsible for network connectivity and remote access setup. + +**7.2 Credentials.** Client must provide all necessary API keys, access credentials, and account permissions for {{ALL_PLATFORMS}}. + +**7.3 Cooperation.** Client shall respond to reasonable requests for information and access in a timely manner to avoid project delays. + +### 8. Technical Specifications + +**8.1 Platform.** OpenClaw runs on Clawdbot, an open-source MIT-licensed platform. + +**8.2 AI Model.** Configuration will support Anthropic Claude, OpenAI, or Client's preferred AI model provider (Client responsible for API costs). + +**8.3 Security.** All credentials will be stored securely using industry-standard environment variable management. + +### 9. Exclusions & Additional Costs +- (a) The Fixed Fee excludes ongoing AI model API costs, hosting/infrastructure costs, and third-party tool subscriptions. +- (b) Additional MCP server integrations, channels, skills, or automation workflows beyond the scope defined in § 1 require a Change Order. +- (c) Ongoing maintenance, support, or training beyond the initial delivery is not included and may be contracted separately. + +### 10. Rights & Ownership + +**10.1 Open Source.** OpenClaw (Clawdbot) is open-source software under the MIT License. Client receives full access to the codebase and may modify it freely. + +**10.2 Configuration.** Upon full payment, all configuration files, documentation, and custom scripts created by Vendor become the property of Client. + +**10.3 No Warranty.** The open-source software is provided "AS IS" without warranty of any kind. Vendor's obligation is limited to proper installation and configuration of the software. + +### 11. Limitation of Liability +VENDOR'S TOTAL LIABILITY ARISING OUT OF OR RELATED TO THIS SOW SHALL NOT EXCEED THE TOTAL FIXED FEE PAID BY CLIENT ($7,499.00 USD). VENDOR SHALL NOT BE LIABLE FOR ANY INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL, OR PUNITIVE DAMAGES, INCLUDING LOST PROFITS, EVEN IF ADVISED OF THE POSSIBILITY OF SUCH DAMAGES. + +### 12. Suspension & Termination by Vendor +Vendor may suspend work or terminate this SOW immediately upon written notice if (a) any payment is more than three (3) days late, (b) Client materially breaches this SOW, or (c) Client fails to provide necessary credentials, access, or cooperation as outlined in § 7. + +### 13. Governing Law & Venue +This SOW is governed by the laws of the State of Florida. Any disputes shall be resolved in the state or federal courts located in Pinellas County, Florida, and each party consents to personal jurisdiction and venue in those courts. + +### 14. Quote Approval & Execution +Acceptance of this quote—whether by electronic signature, physical signature, or issuance of a purchase order referencing this SOW—constitutes Client's binding agreement to all terms herein. + +### 15. Entire Agreement +This SOW constitutes the entire agreement between the parties concerning the subject matter hereof and supersedes all prior agreements, understandings, and communications. + +--- + +## Signatures + +**Service Provider:** + +___________________________ | Date: _______________ +Jake Shore, MCP Engage + +**Client:** + +___________________________ | Date: _______________ +{{CLIENT_NAME}}, {{CLIENT_COMPANY}} diff --git a/proposal-factory/templates/contract-starter.md b/proposal-factory/templates/contract-starter.md new file mode 100644 index 0000000..b43ce15 --- /dev/null +++ b/proposal-factory/templates/contract-starter.md @@ -0,0 +1,171 @@ +# STATEMENT OF WORK — OpenClaw Setup + +**Contract Reference:** QU-{{CONTRACT_NUMBER}} +**Creation Date:** {{DATE}} +**Quote Expiry:** {{EXPIRY_DATE}} + +--- + +## Parties + +**Service Provider:** +Jake Shore +MCP Engage +jake@localbosses.org +www.mcpengage.com + +**Client:** +{{CLIENT_NAME}} +{{CLIENT_COMPANY}} + +--- + +## Project Overview + +**Project:** OpenClaw AI Operations Platform Setup +**Tier:** Starter +**Infrastructure:** Client-provided ({{INFRASTRUCTURE}}) + +### Scope Summary +Setup of OpenClaw AI Operations Platform on Client infrastructure via remote access, with {{CHANNEL_COUNT}} messaging platform(s) ({{CHANNELS}}), including {{INTEGRATIONS_SUMMARY}}. + +--- + +## Compensation + +| Description | Amount | +|-------------|--------| +| **Total Fixed Fee** | **$2,499.00 USD** | +| Deposit (50% upfront) | $1,249.50 USD | +| Final Payment (50% at completion) | $1,249.50 USD | + +**Payment Terms:** Payment due immediately upon invoice. + +### Refund Policy +Refunds are generally not provided except in cases of gross negligence by Vendor in performing the Services. Client acknowledges that Vendor commits significant time and resources upon project commencement. + +**Dispute Process:** To request a refund, Client must submit a written dispute to jake@localbosses.org within seven (7) calendar days of the alleged issue, including: (a) a detailed description of the issue, (b) evidence of gross negligence, and (c) proposed resolution. Vendor will respond within five (5) business days. + +--- + +## Timeline + +| Milestone | Target | +|-----------|--------| +| **Project Start** | Within 2 business days of deposit | +| **Project Completion** | 5-7 business days from start | + +--- + +## Terms & Conditions + +### 1. Services +MCP Engage ("Vendor") shall perform the following AI operations platform setup services (the "Services"): +- Installation and configuration of OpenClaw (Clawdbot platform) +- {{CHANNEL_LIST}} messaging channel integration(s) +- {{INTEGRATIONS_DETAILED}} +- Environment setup with secure credential management +- AI model configuration +- Basic persona and identity configuration +- Memory system setup +- Initial testing and validation + +Any service not expressly listed is a Change (see § 5). + +### 2. Deliverables + +**2.1 OpenClaw Installation.** Fully installed and configured OpenClaw (Clawdbot) system on Client infrastructure via remote access. + +**2.2 Messaging Integration.** {{CHANNEL_COUNT}} messaging channel(s) ({{CHANNELS}}) connected and configured with appropriate security and access controls. + +**2.3 Integrations.** {{INTEGRATIONS_SUMMARY}} configured and tested, with API connections validated. + +**2.4 Documentation.** Basic usage documentation and configuration notes provided. + +### 3. Review & Approval Process + +**3.1 Testing Phase.** Vendor will provide Client with access to the configured system for testing and validation. + +**3.2 Client Feedback Window.** Client shall provide feedback within two (2) business days of completion notice. If Client has not responded by this deadline, Vendor will issue a written reminder. Should Client fail to respond within two (2) additional business days after such reminder, the Deliverables for that milestone will be deemed accepted. + +**3.3 Revisions.** Reasonable revisions to configuration within the original scope are included at no additional charge during the testing phase. Changes to scope require a Change Order under § 5. + +### 4. Compensation & Payment Terms + +**4.1 Fixed Fee.** All Services are provided for a total fixed fee of TWO THOUSAND FOUR HUNDRED NINETY-NINE U.S. DOLLARS ($2,499.00 USD), exclusive of all taxes unless Client supplies a valid exemption certificate. + +**4.2 Deposit — Work Start.** Fifty percent (50%) of the Fixed Fee ($1,249.50 USD) is due immediately upon Client's acceptance of this SOW. Vendor will not commence—and has no obligation to commence—any Services until the deposit funds have fully cleared Vendor's bank account. + +**4.3 Final Payment.** The remaining fifty percent (50%) of the Fixed Fee ($1,249.50 USD) is due immediately upon completion and delivery of all Deliverables. + +**4.4 Refund Policy.** +- (a) Refunds are generally not provided. Client acknowledges that Vendor commits significant time, resources, and expertise upon project commencement, and that the Fixed Fee reflects this commitment. +- (b) Refunds may be considered solely in cases of gross negligence by Vendor in performing the Services as defined in § 1. +- (c) **Dispute Process:** To request a refund, Client must submit a written dispute to jake@localbosses.org within seven (7) calendar days of the alleged issue. The dispute must include: (i) a detailed description of the issue, (ii) specific evidence demonstrating gross negligence by Vendor, and (iii) Client's proposed resolution. Vendor will acknowledge receipt within two (2) business days and provide a substantive response within five (5) business days. If the parties cannot reach a mutually acceptable resolution through good-faith negotiation, the dispute shall be resolved in accordance with § 13 (Governing Law & Venue). +- (d) For the avoidance of doubt, Client dissatisfaction with the Deliverables, changes in Client's business needs, or Client's failure to provide required credentials, access, or cooperation under § 7 shall not constitute grounds for a refund. + +**4.5 Late-Payment Fees.** Any amount not paid when due shall bear interest at one-and-one-half percent (1.5%) per month (18% per annum) or the maximum rate permitted by applicable law, whichever is lower, from the due date until paid in full. Client is also responsible for all reasonable collection costs, including attorneys' fees. + +### 5. Change Management +Any Change must be documented in a written change order ("Change Order") stating scope, fee, and timeline adjustments, signed by both parties. Vendor has no obligation to begin a Change until it receives the executed Change Order and any associated payment. + +### 6. Delivery & Acceptance +Vendor will provide Client with access credentials and system documentation via secure electronic transfer. Client shall have two (2) business days ("Acceptance Period") to test the system and request reasonable revisions within scope. If Client has not submitted written feedback by the end of the Acceptance Period, Vendor will issue a written reminder. Should Client fail to respond within two (2) additional business days after that reminder, the Deliverables will be deemed accepted. + +### 7. Client Responsibilities + +**7.1 Infrastructure.** Client shall provide hosting infrastructure ({{INFRASTRUCTURE}}). Vendor will perform installation via remote access. Client is responsible for network connectivity and remote access setup. + +**7.2 Credentials.** Client must provide all necessary API keys, access credentials, and account permissions for {{ALL_PLATFORMS}}. + +**7.3 Cooperation.** Client shall respond to reasonable requests for information and access in a timely manner to avoid project delays. + +### 8. Technical Specifications + +**8.1 Platform.** OpenClaw runs on Clawdbot, an open-source MIT-licensed platform. + +**8.2 AI Model.** Configuration will support Anthropic Claude, OpenAI, or Client's preferred AI model provider (Client responsible for API costs). + +**8.3 Security.** All credentials will be stored securely using industry-standard environment variable management. + +### 9. Exclusions & Additional Costs +- (a) The Fixed Fee excludes ongoing AI model API costs, hosting/infrastructure costs, and third-party tool subscriptions. +- (b) Additional MCP server integrations, channels, skills, or automation workflows beyond the scope defined in § 1 require a Change Order. +- (c) Ongoing maintenance, support, or training beyond the initial delivery is not included and may be contracted separately. + +### 10. Rights & Ownership + +**10.1 Open Source.** OpenClaw (Clawdbot) is open-source software under the MIT License. Client receives full access to the codebase and may modify it freely. + +**10.2 Configuration.** Upon full payment, all configuration files, documentation, and custom scripts created by Vendor become the property of Client. + +**10.3 No Warranty.** The open-source software is provided "AS IS" without warranty of any kind. Vendor's obligation is limited to proper installation and configuration of the software. + +### 11. Limitation of Liability +VENDOR'S TOTAL LIABILITY ARISING OUT OF OR RELATED TO THIS SOW SHALL NOT EXCEED THE TOTAL FIXED FEE PAID BY CLIENT ($2,499.00 USD). VENDOR SHALL NOT BE LIABLE FOR ANY INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL, OR PUNITIVE DAMAGES, INCLUDING LOST PROFITS, EVEN IF ADVISED OF THE POSSIBILITY OF SUCH DAMAGES. + +### 12. Suspension & Termination by Vendor +Vendor may suspend work or terminate this SOW immediately upon written notice if (a) any payment is more than three (3) days late, (b) Client materially breaches this SOW, or (c) Client fails to provide necessary credentials, access, or cooperation as outlined in § 7. + +### 13. Governing Law & Venue +This SOW is governed by the laws of the State of Florida. Any disputes shall be resolved in the state or federal courts located in Pinellas County, Florida, and each party consents to personal jurisdiction and venue in those courts. + +### 14. Quote Approval & Execution +Acceptance of this quote—whether by electronic signature, physical signature, or issuance of a purchase order referencing this SOW—constitutes Client's binding agreement to all terms herein. + +### 15. Entire Agreement +This SOW constitutes the entire agreement between the parties concerning the subject matter hereof and supersedes all prior agreements, understandings, and communications. + +--- + +## Signatures + +**Service Provider:** + +___________________________ | Date: _______________ +Jake Shore, MCP Engage + +**Client:** + +___________________________ | Date: _______________ +{{CLIENT_NAME}}, {{CLIENT_COMPANY}} diff --git a/proposal-factory/templates/contract-whiteglove.md b/proposal-factory/templates/contract-whiteglove.md new file mode 100644 index 0000000..e05f3dc --- /dev/null +++ b/proposal-factory/templates/contract-whiteglove.md @@ -0,0 +1,198 @@ +# STATEMENT OF WORK — OpenClaw AI Operations Platform Setup + +**Contract Reference:** QU-{{CONTRACT_NUMBER}} +**Creation Date:** {{DATE}} +**Quote Expiry:** {{EXPIRY_DATE}} + +--- + +## Parties + +**Service Provider:** +Jake Shore +MCP Engage +jake@localbosses.org +www.mcpengage.com + +**Client:** +{{CLIENT_NAME}} +{{CLIENT_COMPANY}} + +--- + +## Project Overview + +**Project:** OpenClaw AI Operations Platform Setup +**Tier:** White Glove (Enterprise) +**Infrastructure:** Client-provided ({{INFRASTRUCTURE}}) + +### Scope Summary +{{SCOPE_SUMMARY}} + +--- + +## Compensation + +| Description | Amount | +|-------------|--------| +| **Total Fixed Fee** | **${{TOTAL_FEE}} USD** | +| Project Kickoff Deposit (50% upfront) | ${{DEPOSIT}} USD | +| Week 3 Milestone (25%) | ${{MILESTONE_2}} USD | +| Project Completion (25%) | ${{MILESTONE_3}} USD | + +**Payment Terms:** Payment due immediately upon invoice. See § 4 for full payment terms. + +> **Post-Launch Retainer:** $2,000/month ongoing support and optimization is available under a separate agreement. +> +> **Refund Policy:** Refunds are generally not provided except in cases of gross negligence by Vendor in performing the Services. Client acknowledges that Vendor commits significant time and resources upon project commencement. +> +> **Dispute Process:** To request a refund, Client must submit a written dispute to jake@localbosses.org within seven (7) calendar days of the alleged issue, including: (a) a detailed description of the issue, (b) evidence of gross negligence, and (c) proposed resolution. Vendor will respond within five (5) business days. + +--- + +## Timeline + +| Milestone | Target | +|-----------|--------| +| **Project Start** | Within 2 business days of deposit | +| **Project Completion** | {{TIMELINE}} from start | +| **Bi-Weekly Check-Ins** | Tuesdays and Thursdays, 30 minutes | + +--- + +## Terms & Conditions + +### 1. Services +MCP Engage ("Vendor") shall perform the following AI operations platform setup services (the "Services"): +- Installation and configuration of OpenClaw (Clawdbot platform) +- {{AGENT_COUNT}} AI agent configurations with custom personalities and workflow logic +- {{INTEGRATION_COUNT}} MCP server integrations ({{INTEGRATIONS_LIST}}) +- Work OS unified platform setup +- Factory pipeline with sub-agent orchestration +- Shared memory coordination layer (SQLite) +- AI-powered bot configurations +- Environment setup with secure credential management +- AI model configuration +- Initial testing and validation + +Any service not expressly listed is a Change (see § 5). + +### 2. Deliverables + +**2.1 OpenClaw Installation.** Fully installed and configured OpenClaw (Clawdbot) system on Client infrastructure via remote access. + +**2.2 AI Agent Team.** {{AGENT_COUNT}} configured AI agents: {{AGENT_NAMES_AND_ROLES}}, each with custom personalities, system prompts, and tool assignments. + +**2.3 MCP Server Integrations.** Custom MCP servers for: {{INTEGRATIONS_LIST}} ({{INTEGRATION_COUNT}} integrations total). + +**2.4 Work OS.** Unified platform connecting all tools through AI agents with shared context and coordination. + +**2.5 Factory Pipeline.** One fully systemized production pipeline with sub-agent orchestration, quality gates, and human approval workflows. + +**2.6 Shared Memory System.** SQLite coordination layer enabling cross-agent memory, task management, and privacy-scoped context sharing. + +**2.7 AI-Powered Bots.** Client-facing chatbots and internal automation bots configured for Client's specific workflows. + +**2.8 Documentation & Training.** Architecture guide, MCP server reference, agent playbooks, troubleshooting guide, and training sessions. + +### 3. Review & Approval Process + +**3.1 Testing Phase.** Vendor will provide Client with access to the configured system for testing and validation at each milestone. + +**3.2 Client Feedback Window.** Client shall provide feedback within three (3) business days of each milestone completion notice. If Client has not responded by this deadline, Vendor will issue a written reminder. Should Client fail to respond within two (2) additional business days after such reminder, the Deliverables for that milestone will be deemed accepted. + +**3.3 Revisions.** Reasonable revisions to configuration within the original scope are included at no additional charge during each milestone's testing phase. Changes to scope require a Change Order under § 5. + +### 4. Compensation & Payment Terms + +**4.1 Fixed Fee.** All Services are provided for a total fixed fee of {{TOTAL_FEE_WORDS}} U.S. DOLLARS (${{TOTAL_FEE}} USD), exclusive of all taxes unless Client supplies a valid exemption certificate. + +**4.2 Deposit — Work Start.** Fifty percent (50%) of the Fixed Fee (${{DEPOSIT}} USD) is due immediately upon Client's acceptance of this SOW. Vendor will not commence—and has no obligation to commence—any Services until the deposit funds have fully cleared Vendor's bank account. + +**4.3 Week 3 Milestone Payment.** Twenty-five percent (25%) of the Fixed Fee (${{MILESTONE_2}} USD) is due upon completion and delivery of the Week 3 milestone, which includes core platform installation, AI agent configurations, and initial MCP server integrations. + +**4.4 Final Payment.** The remaining twenty-five percent (25%) of the Fixed Fee (${{MILESTONE_3}} USD) is due upon completion and delivery of all Deliverables. + +**4.5 Early Completion.** If Vendor completes all Deliverables prior to the Week 3 milestone, the full remaining balance of {{REMAINING_BALANCE_WORDS}} U.S. DOLLARS (${{REMAINING_BALANCE}} USD) shall be due upon delivery and acceptance of all Deliverables. + +**4.6 Definition of Gross Negligence.** For purposes of this SOW, "gross negligence" shall mean Vendor's failure to meet a milestone deadline by more than fourteen (14) calendar days combined with a failure to respond to Client communications for seven (7) or more consecutive calendar days during that same period. Isolated delays, minor schedule adjustments communicated in advance, or delays caused by Client's failure to provide access, credentials, or cooperation under § 7 shall not constitute gross negligence. + +**4.7 Refund Policy.** +- (a) Refunds are generally not provided. Client acknowledges that Vendor commits significant time, resources, and expertise upon project commencement, and that the Fixed Fee reflects this commitment. +- (b) Refunds may be considered solely in cases of gross negligence by Vendor (as defined in § 4.6) in performing the Services as defined in § 1. +- (c) **Dispute Process:** To request a refund, Client must submit a written dispute to jake@localbosses.org within seven (7) calendar days of the alleged issue. The dispute must include: (i) a detailed description of the issue, (ii) specific evidence demonstrating gross negligence by Vendor, and (iii) Client's proposed resolution. Vendor will acknowledge receipt within two (2) business days and provide a substantive response within five (5) business days. If the parties cannot reach a mutually acceptable resolution through good-faith negotiation, the dispute shall be resolved in accordance with § 13 (Governing Law & Venue). +- (d) For the avoidance of doubt, Client dissatisfaction with the Deliverables, changes in Client's business needs, or Client's failure to provide required credentials, access, or cooperation under § 7 shall not constitute grounds for a refund. + +**4.8 Late-Payment Fees.** Any amount not paid when due shall bear interest at one-and-one-half percent (1.5%) per month (18% per annum) or the maximum rate permitted by applicable law, whichever is lower, from the due date until paid in full. Client is also responsible for all reasonable collection costs, including attorneys' fees. + +### 5. Change Management + +**5.1 Scope Flexibility.** Client may request substitution of up to three (3) software integrations from the original scope ("Swap"), provided that: (a) the replacement integration requires equal or less effort than the original, and (b) work on the original integration has not yet been completed. Swaps meeting both conditions will be performed at no additional charge. + +**5.2 Additional Work.** If a requested Swap or other scope change requires materially more effort than the item it replaces, Vendor may assess additional charges at a rate of THREE HUNDRED U.S. DOLLARS ($300.00) per hour, capped at NINE HUNDRED U.S. DOLLARS ($900.00) per individual change request. + +**5.3 Change Orders.** Any Change beyond the Swap allowance described in § 5.1 must be documented in a written change order ("Change Order") stating scope, fee, and timeline adjustments, signed by both parties. + +### 6. Delivery & Acceptance +Vendor will provide Client with access credentials and system documentation via secure electronic transfer. Client shall have three (3) business days ("Acceptance Period") to test the system and request reasonable revisions within scope. If Client has not submitted written feedback by the end of the Acceptance Period, Vendor will issue a written reminder. Should Client fail to respond within two (2) additional business days after that reminder, the Deliverables will be deemed accepted. + +### 7. Client Responsibilities + +**7.1 Infrastructure.** Client shall provide hosting infrastructure ({{INFRASTRUCTURE}}). Vendor will perform installation via remote access. Client is responsible for network connectivity and remote access setup. + +**7.2 Credentials.** Client must provide all necessary API keys, access credentials, and account permissions for all integrated platforms ({{INTEGRATIONS_LIST}}). + +**7.3 Cooperation.** Client shall respond to reasonable requests for information and access and attend bi-weekly check-in calls (Tuesdays and Thursdays, 30 minutes) to avoid project delays. + +### 8. Technical Specifications + +**8.1 Platform.** OpenClaw runs on Clawdbot, an open-source MIT-licensed platform. + +**8.2 AI Model.** Configuration will support Anthropic Claude, OpenAI, or Client's preferred AI model provider (Client responsible for API costs). + +**8.3 Security.** All credentials will be stored securely using industry-standard environment variable management. + +**8.4 Memory System.** SQLite-based coordination layer providing cross-agent memory, task management, and privacy-scoped context sharing. + +### 9. Exclusions & Additional Costs +- (a) The Fixed Fee excludes ongoing AI model API costs, hosting/infrastructure costs, and third-party tool subscriptions. +- (b) Additional MCP server integrations, channels, skills, or automation workflows beyond the {{INTEGRATION_COUNT}} listed in § 1 require a Change Order. +- (c) Ongoing maintenance beyond thirty (30) days of post-launch support is not included and is available via a separate retainer agreement. +- (d) The post-launch retainer ($2,000/month) is a separate agreement and is not included in the Fixed Fee. + +### 10. Rights & Ownership + +**10.1 Open Source.** OpenClaw (Clawdbot) is open-source software under the MIT License. Client receives full access to the codebase and may modify it freely. + +**10.2 Configuration.** Upon full payment, all configuration files, documentation, custom scripts, agent prompts, and MCP server configurations created by Vendor become the property of Client. + +**10.3 No Warranty.** The open-source software is provided "AS IS" without warranty of any kind. Vendor's obligation is limited to proper installation, configuration, and integration of the software and services described herein. + +### 11. Limitation of Liability +VENDOR'S TOTAL LIABILITY ARISING OUT OF OR RELATED TO THIS SOW SHALL NOT EXCEED THE TOTAL FIXED FEE PAID BY CLIENT (${{TOTAL_FEE}} USD). VENDOR SHALL NOT BE LIABLE FOR ANY INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL, OR PUNITIVE DAMAGES, INCLUDING LOST PROFITS, EVEN IF ADVISED OF THE POSSIBILITY OF SUCH DAMAGES. + +### 12. Suspension & Termination by Vendor +Vendor may suspend work or terminate this SOW immediately upon written notice if (a) any payment is more than three (3) days late, (b) Client materially breaches this SOW, or (c) Client fails to provide necessary credentials, access, or cooperation as outlined in § 7. + +### 13. Governing Law & Venue +This SOW is governed by the laws of the State of Florida. Any disputes shall be resolved in the state or federal courts located in Pinellas County, Florida, and each party consents to personal jurisdiction and venue in those courts. + +### 14. Quote Approval & Execution +Acceptance of this quote—whether by electronic signature, physical signature, or issuance of a purchase order referencing this SOW—constitutes Client's binding agreement to all terms herein. This SOW may be executed in counterparts, each deemed an original. + +### 15. Entire Agreement +This SOW constitutes the entire agreement between the parties concerning the subject matter hereof and supersedes all prior agreements, understandings, and communications. + +--- + +## Signatures + +**Service Provider:** + +___________________________ | Date: _______________ +Jake Shore, MCP Engage + +**Client:** + +___________________________ | Date: _______________ +{{CLIENT_NAME}}, {{CLIENT_COMPANY}} diff --git a/proposal-factory/templates/intake-form.md b/proposal-factory/templates/intake-form.md new file mode 100644 index 0000000..aa3d895 --- /dev/null +++ b/proposal-factory/templates/intake-form.md @@ -0,0 +1,99 @@ +# Client Intake Form + + + +## Client Info (required) +- **Contact Name:** +- **Company Name:** +- **Company Website:** +- **Industry:** +- **Email:** +- **Phone:** + +## Business Overview (required) +- **What does the company do?** (1-3 sentences) + +- **Who are their customers?** (B2B/B2C, industry, size) + +- **How many people on their team?** + +- **Current revenue range:** (startup / <$500K / $500K-$2M / $2M-$10M / $10M+) + +## Current Tech Stack (required) + +- **CRM:** (e.g., GoHighLevel, HubSpot, Salesforce, Close, Pipedrive) +- **Email/Calendar:** (e.g., Google Workspace, Outlook, iCloud) +- **Project Management:** (e.g., Notion, Asana, ClickUp, Monday) +- **Advertising:** (e.g., Google Ads, Meta Ads, LinkedIn Ads, TikTok Ads) +- **Analytics:** (e.g., GA4, Looker Studio, Mixpanel) +- **Social Media:** (e.g., LinkedIn, Facebook, Instagram, Twitter/X) +- **Accounting/Finance:** (e.g., QuickBooks, Xero, FreshBooks) +- **Communication:** (e.g., Slack, Discord, Telegram, Teams) +- **Design:** (e.g., Canva, Figma, Adobe) +- **Other tools:** + +## Team Members Who Need AI Agents (required) + + +### Agent 1 +- **Person's Name:** +- **Their Role:** +- **What they spend most of their time on:** +- **What they wish they could automate:** +- **Tools they use daily:** + +### Agent 2 +- **Person's Name:** +- **Their Role:** +- **What they spend most of their time on:** +- **What they wish they could automate:** +- **Tools they use daily:** + +### Agent 3 (if applicable) +- **Person's Name:** +- **Their Role:** +- **What they spend most of their time on:** +- **What they wish they could automate:** +- **Tools they use daily:** + + + +## Services They Deliver to Their Clients (if B2B) + +- + +## Pain Points & Wishes (required) + +1. +2. +3. +4. +5. + +## Preferred Communication Channel + +- [ ] Discord +- [ ] Telegram +- [ ] Slack +- [ ] iMessage +- [ ] SMS +- [ ] Web dashboard +- [ ] Other: + +## Infrastructure +- **Do they have hosting?** (Mac Mini / VPS / Cloud / No preference) +- **Technical sophistication:** (Non-technical / Somewhat technical / Very technical) + +## Budget Signals +- **Have they mentioned a budget?** +- **What tier feels right?** (Starter $2,499 / Standard $7,499 / White Glove $20,000+ / Custom) +- **Are they ready to start or still exploring?** + +## Meeting Transcript / Notes + +``` + +``` + +## Buba's Analysis +