428 lines
18 KiB
Markdown
428 lines
18 KiB
Markdown
# Solvr Virtual Agent Team
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## Implementation Proposal
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**Prepared by:** OpenClaw
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**Date:** February 5, 2026
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**Investment:** $20,000
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---
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## Executive Summary
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This proposal outlines the implementation of a 3-agent AI workforce for Solvr, consisting of:
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1. **Dorothy "Dot" Ashby** — CEO Executive Assistant
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2. **Rose Callahan** — CGO Executive Assistant / Sales & Marketing Director
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3. **Miles Thornton** — Operations Manager
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Each agent will be powered by OpenClaw's proprietary MCP (Model Context Protocol) servers, providing deep integration with Solvr's existing tech stack while maintaining full ownership and control of all infrastructure.
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---
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## Architecture Overview
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```
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┌─────────────────────────────────────────────────────────────────┐
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│ SOLVR AGENT PLATFORM │
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├─────────────────────────────────────────────────────────────────┤
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│ │
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│ ┌─────────┐ ┌─────────┐ ┌─────────┐ │
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│ │ DOT │ │ ROSE │ │ MILES │ │
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│ │ (CEO) │ │ (CGO) │ │ (OPS) │ │
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│ └────┬────┘ └────┬────┘ └────┬────┘ │
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│ │ │ │ │
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│ └────────────────┼────────────────┘ │
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│ │ │
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│ ┌──────────┴──────────┐ │
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│ │ COORDINATION │ │
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│ │ LAYER │ │
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│ │ ┌──────────────┐ │ │
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│ │ │ SQLite │ │ │
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│ │ │ - Memory │ │ │
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│ │ │ - Messages │ │ │
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│ │ │ - State │ │ │
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│ │ └──────────────┘ │ │
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│ └─────────────────────┘ │
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│ │ │
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│ ┌─────────────────────┴─────────────────────┐ │
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│ │ OPENCLAW MCP SERVERS │ │
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│ ├───────────────────────────────────────────┤ │
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│ │ │ │
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│ │ ┌─────────────┐ ┌─────────────┐ │ │
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│ │ │ GoHighLevel │ │ Google │ │ │
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│ │ │ MCP │ │ Workspace │ │ │
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│ │ │ (65 tools) │ │ MCP │ │ │
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│ │ └─────────────┘ └─────────────┘ │ │
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│ │ │ │
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│ │ ┌─────────────┐ ┌─────────────┐ │ │
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│ │ │ LinkedIn │ │ Notion │ │ │
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│ │ │ MCP │ │ MCP │ │ │
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│ │ └─────────────┘ └─────────────┘ │ │
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│ │ │ │
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│ │ ┌─────────────┐ ┌─────────────┐ │ │
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│ │ │ Google Ads │ │ Meta Ads │ │ │
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│ │ │ MCP │ │ MCP │ │ │
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│ │ └─────────────┘ └─────────────┘ │ │
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│ │ │ │
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│ │ ┌─────────────┐ ┌─────────────┐ │ │
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│ │ │ GA4 │ │ Whisper │ │ │
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│ │ │ Analytics │ │ Transcribe │ │ │
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│ │ │ MCP │ │ MCP │ │ │
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│ │ └─────────────┘ └─────────────┘ │ │
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│ │ │ │
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│ │ ┌─────────────┐ ┌─────────────┐ │ │
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│ │ │ Design │ │ Telegram │ │ │
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│ │ │ Generator │ │ / Comms │ │ │
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│ │ │ MCP │ │ MCP │ │ │
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│ │ └─────────────┘ └─────────────┘ │ │
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│ │ │ │
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│ └───────────────────────────────────────────┘ │
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│ │
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└─────────────────────────────────────────────────────────────────┘
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```
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---
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## Agent Specifications
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### Agent 1: Dorothy "Dot" Ashby
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**Role:** CEO Executive Assistant / Chief of Staff
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**Personality:** Buttoned-up, likable, efficient, proactive
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#### Primary Duties
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| Function | MCP Server | Capabilities |
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|----------|------------|--------------|
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| Meeting Intelligence | Whisper Transcription MCP | Ingest recordings, extract action items, generate reports |
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| Calendar Management | Google Workspace MCP | Schedule, reschedule, conflict detection, prep briefings |
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| Documentation | Notion MCP | Maintain company manual, org chart, policies, procedures |
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| Travel & Expenses | Google Workspace MCP | Book travel, track expenses within parameters |
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| LinkedIn (Zack) | LinkedIn MCP | Draft posts for approval, schedule content |
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| Communication | Telegram/Comms MCP | Email, iMessage, Telegram routing |
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#### MCP Tools Available to Dot
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- `google_calendar_list_events`
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- `google_calendar_create_event`
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- `google_meet_get_transcript`
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- `google_drive_search`
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- `google_drive_upload`
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- `notion_page_create`
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- `notion_page_update`
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- `notion_database_query`
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- `whisper_transcribe_audio`
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- `whisper_extract_action_items`
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- `linkedin_draft_post`
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- `linkedin_schedule_post`
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- `telegram_send_message`
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---
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### Agent 2: Rose Callahan
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**Role:** CGO Executive Assistant / Sales & Marketing Director
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**Personality:** Warm, polished, professional, conversational, proactive
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**North Star KPI:** 5 qualified sales conversations on Allyson's calendar per week
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#### Primary Duties
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| Function | MCP Server | Capabilities |
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|----------|------------|--------------|
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| Lead Generation | GoHighLevel MCP | Manage leads from all sources, scoring, routing |
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| CRM Operations | GoHighLevel MCP | Pipeline management, opportunity tracking |
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| Email Campaigns | GoHighLevel MCP | Build nurture sequences, drip campaigns |
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| Social Media | LinkedIn MCP | Manage Allyson's + Solvr corporate LinkedIn |
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| Paid Advertising | Google Ads MCP, Meta Ads MCP | Campaign monitoring, budget alerts |
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| Calendar Support | Google Workspace MCP | Manage Allyson's calendar, sales briefings |
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#### MCP Tools Available to Rose
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- `ghl_contacts_create`
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- `ghl_contacts_search`
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- `ghl_contacts_add_tag`
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- `ghl_opportunities_create`
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- `ghl_opportunities_update_stage`
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- `ghl_pipelines_list`
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- `ghl_campaigns_add_contact`
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- `ghl_workflows_trigger`
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- `ghl_conversations_send_sms`
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- `ghl_conversations_send_email`
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- `google_ads_get_campaigns`
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- `google_ads_get_metrics`
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- `meta_ads_get_campaigns`
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- `meta_ads_get_insights`
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- `linkedin_post_content`
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- `linkedin_get_analytics`
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- `google_calendar_create_event`
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---
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### Agent 3: Miles Thornton
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**Role:** Operations Manager
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**Personality:** Detail-obsessed, precise, perfectionist, calm, methodical, proactive
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#### Primary Duties
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| Function | MCP Server | Capabilities |
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|----------|------------|--------------|
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| Service Fulfillment | GoHighLevel MCP | Track delivery across all service lines |
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| Analytics & Reporting | GA4 MCP, Google Ads MCP | Pull data, generate reports |
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| Design Assets | Design Generator MCP | Social graphics, branded reports, collateral |
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| Vendor Management | Notion MCP, Comms MCP | Route work, QA, SLA tracking |
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| Sub-Agent Orchestration | Coordination Layer | Spawn and manage task-specific bots |
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| Documentation | Notion MCP | Sync operational docs, SOPs |
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#### MCP Tools Available to Miles
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- `ghl_contacts_list`
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- `ghl_opportunities_list`
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- `ghl_analytics_get_pipeline_stats`
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- `ga4_get_report`
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- `ga4_get_realtime`
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- `google_ads_get_campaigns`
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- `google_ads_get_conversions`
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- `design_generate_social_graphic`
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- `design_generate_report_template`
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- `design_generate_email_template`
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- `notion_database_query`
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- `notion_page_update`
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- `telegram_send_message`
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---
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## MCP Server Inventory
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All MCP servers are built, hosted, and maintained by OpenClaw. Full source code and deployment included.
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| MCP Server | Tools | Status | Description |
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|------------|-------|--------|-------------|
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| **GoHighLevel MCP** | 65+ | ✅ Built | Complete GHL API coverage — contacts, pipelines, campaigns, workflows, conversations, analytics |
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| **Google Workspace MCP** | 40+ | 🔨 Build | Gmail, Calendar, Drive, Meet, Docs, Sheets |
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| **Notion MCP** | 25+ | 🔨 Build | Pages, databases, blocks, comments, search |
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| **LinkedIn MCP** | 15+ | 🔨 Build | Post drafting, scheduling, analytics, profile management |
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| **Google Ads MCP** | 20+ | ✅ Built | Campaigns, ad groups, keywords, metrics, reporting |
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| **Meta Ads MCP** | 20+ | ✅ Built | Campaigns, ad sets, creatives, insights, audiences |
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| **GA4 Analytics MCP** | 15+ | 🔨 Build | Reports, realtime, dimensions, metrics, segments |
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| **Whisper Transcription MCP** | 10+ | 🔨 Build | Transcribe, diarize, extract action items, summarize |
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| **Design Generator MCP** | 15+ | 🔨 Build | Social graphics, PDFs, reports, templates (via fal.ai/Templated) |
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| **Telegram/Comms MCP** | 10+ | 🔨 Build | Send/receive across Telegram, email routing |
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**Total MCP Tools:** 235+
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---
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## Coordination Layer
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### Unified Memory (SQLite)
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All three agents share a single SQLite database for:
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```sql
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-- Shared knowledge base
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CREATE TABLE memory (
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id INTEGER PRIMARY KEY AUTOINCREMENT,
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agent_id TEXT NOT NULL,
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entity_type TEXT, -- 'client', 'contact', 'project', 'preference'
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entity_id TEXT,
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key TEXT NOT NULL,
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value TEXT NOT NULL,
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confidence REAL DEFAULT 1.0,
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created_at TIMESTAMP DEFAULT CURRENT_TIMESTAMP,
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updated_at TIMESTAMP DEFAULT CURRENT_TIMESTAMP
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);
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-- Agent-to-agent messaging
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CREATE TABLE agent_messages (
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id INTEGER PRIMARY KEY AUTOINCREMENT,
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from_agent TEXT NOT NULL,
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to_agent TEXT, -- NULL = broadcast to all
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priority TEXT DEFAULT 'normal', -- 'urgent', 'normal', 'low'
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subject TEXT,
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content TEXT NOT NULL,
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read_at TIMESTAMP,
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created_at TIMESTAMP DEFAULT CURRENT_TIMESTAMP
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);
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-- Shared task queue
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CREATE TABLE tasks (
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id INTEGER PRIMARY KEY AUTOINCREMENT,
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assigned_to TEXT NOT NULL,
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created_by TEXT NOT NULL,
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title TEXT NOT NULL,
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description TEXT,
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status TEXT DEFAULT 'pending', -- 'pending', 'in_progress', 'completed', 'blocked'
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priority TEXT DEFAULT 'normal',
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due_date TIMESTAMP,
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completed_at TIMESTAMP,
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created_at TIMESTAMP DEFAULT CURRENT_TIMESTAMP
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);
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-- Client/contact shared context
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CREATE TABLE shared_context (
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id INTEGER PRIMARY KEY AUTOINCREMENT,
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context_type TEXT NOT NULL, -- 'client', 'lead', 'vendor'
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external_id TEXT, -- GHL contact ID, etc.
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data JSON NOT NULL,
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last_synced TIMESTAMP DEFAULT CURRENT_TIMESTAMP
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);
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```
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### Agent Communication Protocol
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**Handoff Examples:**
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| Trigger | From | To | Method |
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|---------|------|-----|--------|
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| New lead from CEO meeting | Dot | Rose | Insert into `agent_messages` with priority='urgent' |
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| Social post needs graphic | Rose | Miles | Insert into `tasks` with context |
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| Fulfillment gap found | Miles | Dot | Insert into `agent_messages` for CEO awareness |
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| New client onboarded | Rose | Miles | Insert into `shared_context` + `tasks` |
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---
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## Implementation Timeline
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### Week 1: Foundation
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- [ ] Deploy coordination layer (SQLite + agent framework)
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- [ ] Configure GoHighLevel MCP (already built)
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- [ ] Build Google Workspace MCP
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- [ ] Set up agent base configurations (Dot, Rose, Miles)
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### Week 2: Core Integrations
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- [ ] Build Notion MCP
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- [ ] Build LinkedIn MCP
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- [ ] Configure agent personalities and system prompts
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- [ ] Initial testing with Dot (meeting intelligence flow)
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### Week 3: Marketing & Analytics Stack
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- [ ] Configure Google Ads MCP (already built)
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- [ ] Configure Meta Ads MCP (already built)
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- [ ] Build GA4 Analytics MCP
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- [ ] Test Rose's lead generation workflows
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### Week 4: Operations & Design
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- [ ] Build Whisper Transcription MCP
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- [ ] Build Design Generator MCP
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- [ ] Build Telegram/Comms MCP
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- [ ] Test Miles' reporting and design workflows
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### Week 5: Integration & Handoffs
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- [ ] Test agent-to-agent communication
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- [ ] Test shared memory persistence
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- [ ] Configure all handoff workflows
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- [ ] End-to-end workflow testing
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### Week 6: Polish & Training
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- [ ] Performance optimization
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- [ ] Documentation and runbooks
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- [ ] Team training sessions
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- [ ] Go-live preparation
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---
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## Deliverables
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### Code & Infrastructure
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| Deliverable | Description |
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| 10 MCP Servers | Full source code, documented, tested |
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| 3 Agent Configurations | System prompts, tool assignments, personality tuning |
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| Coordination Layer | SQLite schema, sync logic, message routing |
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| Deployment Scripts | Docker/systemd configs for self-hosting |
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| Monitoring Dashboard | Agent activity, memory usage, error tracking |
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### Documentation
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| Document | Description |
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|----------|-------------|
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| Architecture Guide | Full system overview, data flows |
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| MCP Server Reference | Every tool, parameters, examples |
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| Agent Playbooks | How each agent handles common scenarios |
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| Runbook | Troubleshooting, maintenance, updates |
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| Training Materials | Team onboarding for working with agents |
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### Support
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| Item | Duration |
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|------|----------|
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| Implementation Support | 6 weeks (included) |
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| Post-Launch Support | 30 days |
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| Bug Fixes | 90 days |
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---
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## Investment
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### Project Total: $20,000
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| Phase | Description | Investment |
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|-------|-------------|------------|
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| **MCP Development** | Build 7 new MCP servers (235+ tools) | $10,000 |
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| **Agent Configuration** | 3 agents with personalities, prompts, workflows | $3,000 |
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| **Coordination Layer** | SQLite schema, sync, message routing, handoffs | $2,000 |
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| **Integration & Testing** | End-to-end testing, workflow validation | $2,500 |
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| **Documentation & Training** | Full docs, runbooks, team training | $1,500 |
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| **Deployment & Support** | Infrastructure setup, 30-day post-launch | $1,000 |
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### Payment Schedule
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- **50% ($10,000)** — Project kickoff
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- **25% ($5,000)** — Week 3 milestone (core integrations complete)
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- **25% ($5,000)** — Project completion and go-live
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---
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## What's Included vs. Client Responsibility
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### OpenClaw Provides
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- ✅ All 10 MCP servers (source code + hosted option)
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- ✅ Agent configurations and system prompts
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- ✅ Coordination layer implementation
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- ✅ Deployment to client infrastructure
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- ✅ Documentation and training
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- ✅ 30-day post-launch support
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### Client Provides
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- API credentials (GHL, Google, LinkedIn, Meta, Notion)
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- Infrastructure for hosting (VPS, cloud instance, or local server)
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- Access to existing systems for integration testing
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- Team availability for training sessions
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- Feedback during implementation
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---
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## Ongoing Costs (Post-Project)
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| Item | Estimated Monthly Cost |
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|------|------------------------|
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| Hosting (3 agents + MCP servers) | $50-150 (VPS) |
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| LLM API usage (Claude/GPT) | $200-500 depending on volume |
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| LinkedIn API (if using Unipile) | $49-200 (optional) |
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| **Total Estimated** | **$300-850/month** |
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*Note: Costs scale with usage. Light usage (~100 agent actions/day) stays toward low end.*
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---
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## Why OpenClaw?
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### Our MCP Advantage
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- **65+ GoHighLevel tools already built** — battle-tested, production-ready
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- **MCP expertise** — we've built 30+ MCP servers across industries
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- **Full ownership** — you own the code, host it yourself, no vendor lock-in
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- **No recurring platform fees** — just your LLM API costs
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### Our Approach
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- **Simple infrastructure** — SQLite over complex distributed systems
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- **Practical coordination** — message queues, not theoretical "shared consciousness"
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- **Production-first** — we build for reliability, not demos
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---
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## Next Steps
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1. **Review** this proposal
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2. **Questions?** Let's schedule a call
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3. **Approve** and sign agreement
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4. **Kickoff** — we start Week 1
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---
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**Prepared by:** OpenClaw
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**Contact:** [Your contact info]
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**Date:** February 5, 2026
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---
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*This proposal is valid for 30 days from the date above.*
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