1607 lines
49 KiB
HTML
1607 lines
49 KiB
HTML
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</style>
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</head>
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<body>
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<h1 id="solvr-ai-platform">Solvr AI Platform</h1>
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<h2 id="implementation-proposal">Implementation Proposal</h2>
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<p><strong>Prepared by:</strong> Jake Shore, MCP Engage<br />
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<strong>Prepared for:</strong> Zack Lee, Solvr<br />
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<strong>Date:</strong> February 6, 2026<br />
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<strong>Investment:</strong> $20,000<br />
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<strong>Timeline:</strong> 6 Weeks<br />
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<strong>Retainer:</strong> $2,000/month (post-launch)<br />
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<strong>Powered by:</strong> OpenClaw (open-source AI agent
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platform)</p>
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<hr />
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<h2 id="executive-summary">Executive Summary</h2>
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<p>Zack — based on our conversation, here’s what we’re building: a
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<strong>Work Operating System</strong> that combines your entire tech
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stack into one AI-powered platform, a <strong>Factory</strong> for your
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most critical systemized process, and <strong>personal AI
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assistants</strong> for both you and Allyson.</p>
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<p>This isn’t three chatbots. It’s a unified platform where your team of
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AI agents shares memory, coordinates handoffs, spawns sub-agents for
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bulk work, and operates with human-in-the-loop approval before anything
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goes out the door.</p>
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<p>After reviewing your full service catalog across all four pillars —
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<strong>Growth Accelerator, Finance Navigator, Operations Optimizer, and
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Talent Solutions</strong> — we’ve designed this initial build to hit the
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Growth Accelerator pillar hard (since that’s your focus right now) while
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laying the foundation that expands cleanly into the other three pillars
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as Solvr scales.</p>
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<h3 id="what-youre-getting">What You’re Getting</h3>
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<table>
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<colgroup>
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<col style="width: 50%" />
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<col style="width: 50%" />
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</colgroup>
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<thead>
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<tr>
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<th>Deliverable</th>
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<th>Description</th>
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</tr>
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</thead>
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<tbody>
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<tr>
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<td><strong>Work OS</strong></td>
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<td>One unified platform — GHL, Google Workspace, LinkedIn, Google Ads,
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Meta Ads, Notion, and more — all accessible through AI agents that can
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talk to every tool at once</td>
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</tr>
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<tr>
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<td><strong>Factory</strong></td>
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<td>One fully systemized production pipeline for your highest-priority
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recurring process (e.g., monthly client deliverable generation) with
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sub-agent orchestration</td>
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</tr>
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<tr>
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<td><strong>Dot (Zack’s Assistant)</strong></td>
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<td>Your personal AI — meeting intelligence, calendar, documentation,
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LinkedIn, email. Handles private and business contexts with appropriate
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separation</td>
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</tr>
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<tr>
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<td><strong>Rose (Allyson’s Assistant)</strong></td>
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<td>Allyson’s AI — lead generation, CRM, social media, sales enablement,
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calendar management. North Star: 5 qualified conversations on her
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calendar per week</td>
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</tr>
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<tr>
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<td><strong>Miles (Operations)</strong></td>
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<td>The orchestrator — tracks every deliverable across every client,
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spawns sub-agents for bulk work, generates reports and assets, flags
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delays</td>
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</tr>
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<tr>
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<td><strong>Shared Memory</strong></td>
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<td>SQLite coordination layer so all agents share company knowledge,
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policies, procedures, and client context across sessions and tools</td>
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</tr>
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</tbody>
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</table>
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<hr />
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<h2 id="how-this-maps-to-your-pillars">How This Maps to Your
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Pillars</h2>
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<p>We read your entire service catalog. Here’s what this build covers
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now, what it sets up for next, and what comes in future expansions.</p>
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<h3 id="pillar-1-growth-accelerator-primary-focus">Pillar 1: Growth
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Accelerator — PRIMARY FOCUS</h3>
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<p>This is where your agents hit hardest on day one. You told me this is
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your first phase, so we’re going deep here.</p>
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<p><strong>Marketing (Rose + Miles)</strong></p>
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<table>
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<colgroup>
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<col style="width: 25%" />
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<col style="width: 37%" />
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<col style="width: 37%" />
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</colgroup>
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<thead>
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<tr>
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<th>Your Service</th>
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<th>What the AI Does</th>
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<th>Human in the Loop</th>
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</tr>
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</thead>
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<tbody>
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<tr>
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<td><strong>Google Ad Management</strong></td>
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<td>Monitors campaigns, pulls performance data, generates weekly
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reports, suggests optimizations</td>
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<td>You/Allyson approve budget changes and strategy pivots</td>
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</tr>
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<tr>
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<td><strong>Social Media Automation</strong></td>
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<td>Generates content calendar, drafts LinkedIn posts (Allyson + Solvr
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corporate), creates graphics, schedules</td>
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<td>Monthly batch review before auto-publish</td>
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</tr>
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<tr>
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<td><strong>Collateral System</strong></td>
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<td>Generates branded brochures and materials from master templates,
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swaps logos per client automatically, handles per-rep customization</td>
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<td>You approve master templates; AI handles per-client variants</td>
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</tr>
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<tr>
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<td><strong>Competitive Analysis</strong></td>
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<td>Scrapes competitor websites, CMS data, public filings quarterly.
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Generates branded reports with positioning insights and talking
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points</td>
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<td>Delivered on autopilot; review for QA</td>
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</tr>
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<tr>
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<td><strong>Inservice Suite</strong></td>
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<td>Generates monthly educational presentations — slides, testing
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materials, certificates — from your topic library. Auto-branded per
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client</td>
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<td>You curate the topic calendar</td>
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</tr>
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<tr>
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<td><strong>Website Management</strong></td>
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<td>Monitors SEO performance, generates content updates, tracks
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rankings. Pulls reports from contractors (SEO/PPC) and repackages for
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your clients</td>
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<td>You manage contractor relationships; AI handles the repackaging</td>
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</tr>
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</tbody>
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</table>
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<p><strong>Sales Enablement (Rose + Miles)</strong></p>
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||
<table>
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<colgroup>
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<col style="width: 25%" />
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<col style="width: 37%" />
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<col style="width: 37%" />
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</colgroup>
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<thead>
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<tr>
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<th>Your Service</th>
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<th>What the AI Does</th>
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<th>Human in the Loop</th>
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</tr>
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</thead>
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<tbody>
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<tr>
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<td><strong>Lead Generation Engine</strong></td>
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<td>Manages inbound from Google Ads, organic, Facebook groups, outbound,
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LinkedIn, conferences. Scores leads, routes to pipeline, triggers
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nurture sequences in GHL</td>
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<td>Rose flags qualified leads; Allyson takes the meetings</td>
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</tr>
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<tr>
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<td><strong>CRM Management</strong></td>
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<td>Maintains GHL pipelines for both client sales AND patient intake.
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Auto-tags, deduplicates, triggers follow-ups, generates pipeline
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reports</td>
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<td>Strategy changes go through you</td>
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</tr>
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<tr>
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<td><strong>PULSE™ Sales Training Content</strong></td>
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<td>Takes your sales manual, chunks it into bite-sized trainings — audio
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(podcast-style via NotebookLM approach), mini workbooks, weekly email
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drips</td>
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<td>You curate what gets released when</td>
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</tr>
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<tr>
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<td><strong>EOD / Daily Reporting</strong></td>
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<td>Auto-generates end-of-day activity reports from CRM data, delivers
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to managers by 6 PM</td>
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<td>Fully automated</td>
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</tr>
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<tr>
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<td><strong>Bonus Plan Templates</strong></td>
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<td>Generates customized bonus structures from census data and role
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inputs</td>
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<td>You review for compliance</td>
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</tr>
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</tbody>
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</table>
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<p><strong>Technology/AI (Miles + Sub-Agents)</strong></p>
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<table>
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<colgroup>
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<col style="width: 25%" />
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<col style="width: 37%" />
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<col style="width: 37%" />
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</colgroup>
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<thead>
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<tr>
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<th>Your Service</th>
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<th>What the AI Does</th>
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<th>Human in the Loop</th>
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</tr>
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</thead>
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<tbody>
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<tr>
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<td><strong>Marketing Assistant Bot</strong></td>
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<td>Client-facing bot that answers marketing questions, provides
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campaign status, generates quick content ideas</td>
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<td>Runs 24/7, escalates edge cases</td>
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</tr>
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<tr>
|
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<td><strong>Website Chat Bot</strong></td>
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<td>Embedded on client hospice websites. Answers visitor questions about
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hospice services, captures leads, routes to sales pipeline in GHL</td>
|
||
<td>You train on agency-specific content; bot handles the rest</td>
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</tr>
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||
</tbody>
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</table>
|
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<h3 id="pillars-2-4-foundation-laid-ready-to-expand">Pillars 2-4 —
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FOUNDATION LAID, READY TO EXPAND</h3>
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<p>The architecture we’re building supports all of this. The shared
|
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memory layer, the coordination protocol, the MCP server framework — it’s
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all designed so new agents and capabilities plug in without
|
||
rearchitecting anything.</p>
|
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<table>
|
||
<colgroup>
|
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<col style="width: 12%" />
|
||
<col style="width: 38%" />
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||
<col style="width: 48%" />
|
||
</colgroup>
|
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<thead>
|
||
<tr>
|
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<th>Pillar</th>
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||
<th>What This Build Sets Up</th>
|
||
<th>What a Future Expansion Adds</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr>
|
||
<td><strong>Finance Navigator</strong></td>
|
||
<td>Miles already generates reports and pulls analytics. Shared memory
|
||
stores financial context.</td>
|
||
<td>Dedicated finance agent + QuickBooks/Sage MCP + AP automation + CAP
|
||
monitoring</td>
|
||
</tr>
|
||
<tr>
|
||
<td><strong>Operations Optimizer</strong></td>
|
||
<td>Miles tracks deliverables and fulfillment. Factory handles
|
||
systemized workflows. Notion stores policies and SOPs.</td>
|
||
<td>Compliance auditing agent + Document Intelligence MCP + Virtual DON
|
||
+ Knowledge Hubs</td>
|
||
</tr>
|
||
<tr>
|
||
<td><strong>Talent Solutions</strong></td>
|
||
<td>Rose already handles recruitment marketing ads. Miles generates job
|
||
descriptions and HR content.</td>
|
||
<td>HR agent + Knowledge Base MCP (RAG) + Voice agent for compliance
|
||
hotline</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
<p><em>Each expansion is additive. We don’t start over — we add agents
|
||
and MCP servers to what’s already running.</em></p>
|
||
<hr />
|
||
<h2 id="architecture">Architecture</h2>
|
||
<figure>
|
||
<img src="diagrams/architecture_img.png"
|
||
alt="Solvr Work OS Architecture" />
|
||
<figcaption aria-hidden="true">Solvr Work OS Architecture</figcaption>
|
||
</figure>
|
||
<hr />
|
||
<h2 id="agent-specifications">Agent Specifications</h2>
|
||
<h3 id="agent-1-dorothy-dot-ashby-zacks-personal-ai">Agent 1: Dorothy
|
||
“Dot” Ashby — Zack’s Personal AI</h3>
|
||
<p><strong>Role:</strong> CEO Executive Assistant / Chief of Staff<br />
|
||
<strong>Personality:</strong> Buttoned-up, likable, efficient,
|
||
proactive<br />
|
||
<strong>Access:</strong> Discord (private channels) + Telegram for
|
||
on-the-go</p>
|
||
<p>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.</p>
|
||
<table>
|
||
<colgroup>
|
||
<col style="width: 27%" />
|
||
<col style="width: 40%" />
|
||
<col style="width: 32%" />
|
||
</colgroup>
|
||
<thead>
|
||
<tr>
|
||
<th>Function</th>
|
||
<th>What Dot Does</th>
|
||
<th>Tools Used</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr>
|
||
<td><strong>Meeting Intelligence</strong></td>
|
||
<td>Ingests Google Meet recordings, extracts action items, generates
|
||
pre/post meeting reports, tracks accountability</td>
|
||
<td>Whisper MCP, Google Workspace MCP</td>
|
||
</tr>
|
||
<tr>
|
||
<td><strong>Calendar Management</strong></td>
|
||
<td>Schedule, reschedule, conflict detection, prep briefings for
|
||
upcoming meetings</td>
|
||
<td>Google Workspace MCP</td>
|
||
</tr>
|
||
<tr>
|
||
<td><strong>Documentation</strong></td>
|
||
<td>Maintains company manual in Notion — org chart, policies,
|
||
procedures, job descriptions</td>
|
||
<td>Notion MCP</td>
|
||
</tr>
|
||
<tr>
|
||
<td><strong>LinkedIn (Zack)</strong></td>
|
||
<td>Drafts posts for your approval, schedules content, tracks
|
||
engagement</td>
|
||
<td>LinkedIn MCP</td>
|
||
</tr>
|
||
<tr>
|
||
<td><strong>Communication</strong></td>
|
||
<td>Routes messages across email, Telegram. Manages Zack’s inbox
|
||
priorities</td>
|
||
<td>Comms MCP, Google Workspace MCP</td>
|
||
</tr>
|
||
<tr>
|
||
<td><strong>Executive Alerts</strong></td>
|
||
<td>Flags fulfillment delays, threshold breaches, priority escalations
|
||
from Miles and Rose</td>
|
||
<td>Coordination Layer</td>
|
||
</tr>
|
||
<tr>
|
||
<td><strong>Travel & Expenses</strong></td>
|
||
<td>Book travel, track expenses within parameters you set</td>
|
||
<td>Google Workspace MCP</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
<hr />
|
||
<h3 id="agent-2-rose-callahan-allysons-ai-growth-engine">Agent 2: Rose
|
||
Callahan — Allyson’s AI + Growth Engine</h3>
|
||
<p><strong>Role:</strong> CGO Executive Assistant / Sales &
|
||
Marketing Director<br />
|
||
<strong>Personality:</strong> Warm, polished, professional,
|
||
conversational, proactive<br />
|
||
<strong>Access:</strong> Discord + Telegram<br />
|
||
<strong>North Star KPI:</strong> 5 qualified sales conversations on
|
||
Allyson’s calendar per week</p>
|
||
<p>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.</p>
|
||
<table>
|
||
<colgroup>
|
||
<col style="width: 27%" />
|
||
<col style="width: 40%" />
|
||
<col style="width: 32%" />
|
||
</colgroup>
|
||
<thead>
|
||
<tr>
|
||
<th>Function</th>
|
||
<th>What Rose Does</th>
|
||
<th>Tools Used</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr>
|
||
<td><strong>Lead Generation</strong></td>
|
||
<td>Manages inbound from Google Ads, organic, Facebook groups, outbound
|
||
prospecting, LinkedIn, conferences. Scores and routes leads.</td>
|
||
<td>GoHighLevel MCP</td>
|
||
</tr>
|
||
<tr>
|
||
<td><strong>CRM Operations</strong></td>
|
||
<td>Pipeline management (sales AND patient intake), opportunity
|
||
tracking, nurture sequences, drip campaigns, deduplication</td>
|
||
<td>GoHighLevel MCP</td>
|
||
</tr>
|
||
<tr>
|
||
<td><strong>Social Media</strong></td>
|
||
<td>Manages Allyson’s LinkedIn + Solvr corporate channels + Facebook
|
||
groups. Drafts content, creates graphics, schedules posts</td>
|
||
<td>LinkedIn MCP, Design Generator MCP</td>
|
||
</tr>
|
||
<tr>
|
||
<td><strong>Paid Advertising</strong></td>
|
||
<td>Monitors Google Ads and Meta Ads campaigns. Pulls performance data,
|
||
suggests optimizations, generates weekly reports</td>
|
||
<td>Google Ads MCP, Meta Ads MCP</td>
|
||
</tr>
|
||
<tr>
|
||
<td><strong>Email Campaigns</strong></td>
|
||
<td>Builds email nurture sequences and outbound workflows in GHL</td>
|
||
<td>GoHighLevel MCP</td>
|
||
</tr>
|
||
<tr>
|
||
<td><strong>Calendar Support</strong></td>
|
||
<td>Manages Allyson’s calendar, preps sales meeting briefings, pipeline
|
||
reports</td>
|
||
<td>Google Workspace MCP</td>
|
||
</tr>
|
||
<tr>
|
||
<td><strong>EOD Reporting</strong></td>
|
||
<td>Auto-generates daily activity summaries from CRM data</td>
|
||
<td>GoHighLevel MCP, Comms MCP</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
<hr />
|
||
<h3 id="agent-3-miles-thornton-operations-factory">Agent 3: Miles
|
||
Thornton — Operations + Factory</h3>
|
||
<p><strong>Role:</strong> Operations Manager / Orchestrator<br />
|
||
<strong>Personality:</strong> Detail-obsessed, precise, perfectionist,
|
||
calm, methodical, proactive<br />
|
||
<strong>Access:</strong> Discord (Work OS channels) + Factory
|
||
dashboard</p>
|
||
<p>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.</p>
|
||
<table style="width:100%;">
|
||
<colgroup>
|
||
<col style="width: 26%" />
|
||
<col style="width: 42%" />
|
||
<col style="width: 31%" />
|
||
</colgroup>
|
||
<thead>
|
||
<tr>
|
||
<th>Function</th>
|
||
<th>What Miles Does</th>
|
||
<th>Tools Used</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr>
|
||
<td><strong>Deliverable Tracking</strong></td>
|
||
<td>Tracks delivery status across all service lines and all clients in
|
||
GHL. Flags delays, generates status reports</td>
|
||
<td>GoHighLevel MCP</td>
|
||
</tr>
|
||
<tr>
|
||
<td><strong>Sub-Agent Orchestration</strong></td>
|
||
<td>Spawns sub-agents for bulk work — generate 20 branded brochures,
|
||
create reports for all clients at once, batch process content</td>
|
||
<td>Coordination Layer</td>
|
||
</tr>
|
||
<tr>
|
||
<td><strong>Content Generation</strong></td>
|
||
<td>PULSE™ training chunks, weekly sales tips, podcast scripts,
|
||
educational materials, inservice presentations</td>
|
||
<td>Whisper MCP, Design Generator MCP, Notion MCP</td>
|
||
</tr>
|
||
<tr>
|
||
<td><strong>Design & Collateral</strong></td>
|
||
<td>Social graphics, branded reports, brochures. Swaps logos per client
|
||
from master templates automatically</td>
|
||
<td>Design Generator MCP</td>
|
||
</tr>
|
||
<tr>
|
||
<td><strong>Analytics & Reporting</strong></td>
|
||
<td>Pulls data from GA4, Google Ads, Meta Ads, GHL. Generates branded
|
||
client reports</td>
|
||
<td>GA4 MCP, Google Ads MCP, Meta Ads MCP</td>
|
||
</tr>
|
||
<tr>
|
||
<td><strong>Competitive Intelligence</strong></td>
|
||
<td>Quarterly competitor scraping and analysis. Generates branded
|
||
competitive reports with positioning insights</td>
|
||
<td>Web capabilities, Design Generator MCP</td>
|
||
</tr>
|
||
<tr>
|
||
<td><strong>Documentation</strong></td>
|
||
<td>Maintains operational docs and SOPs in Notion. Generates policy and
|
||
procedure drafts</td>
|
||
<td>Notion MCP</td>
|
||
</tr>
|
||
<tr>
|
||
<td><strong>Factory Pipeline</strong></td>
|
||
<td>Manages the systemized production pipeline — each step with defined
|
||
inputs, outputs, quality gates, and human approval points</td>
|
||
<td>Coordination Layer, all MCP servers</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
<hr />
|
||
<h2 id="the-factory">The Factory</h2>
|
||
<p>The Factory is Miles’s domain. It’s a systemized pipeline for your
|
||
most important recurring process — likely your <strong>monthly client
|
||
deliverable generation</strong> (brochures, training materials, reports,
|
||
all branded per client).</p>
|
||
<h3 id="how-it-works">How It Works</h3>
|
||
<figure>
|
||
<img src="diagrams/factory_img.png" alt="The Factory Pipeline" />
|
||
<figcaption aria-hidden="true">The Factory Pipeline</figcaption>
|
||
</figure>
|
||
<p>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.</p>
|
||
<hr />
|
||
<h2 id="shared-memory-coordination">Shared Memory &
|
||
Coordination</h2>
|
||
<h3 id="why-this-matters">Why This Matters</h3>
|
||
<p>You specifically mentioned wanting agents that share memory and work
|
||
together. This is the layer that makes that happen.</p>
|
||
<p>All three agents share a single SQLite database for company
|
||
knowledge, client context, agent-to-agent messaging, and task
|
||
management.</p>
|
||
<figure>
|
||
<img src="diagrams/memory_img.png"
|
||
alt="Shared Memory & Coordination Layer" />
|
||
<figcaption aria-hidden="true">Shared Memory & Coordination
|
||
Layer</figcaption>
|
||
</figure>
|
||
<h3 id="privacy-scoping">Privacy Scoping</h3>
|
||
<p>Your private conversations with Dot (doctor’s appointments, personal
|
||
travel, wedding stuff, whatever) stay scoped to <code>private</code>.
|
||
Business context flows into <code>shared</code> so Rose and Miles can
|
||
reference it. We’ll tune the permission boundaries during the build so
|
||
nothing leaks where it shouldn’t.</p>
|
||
<h3 id="self-improvement-loop">Self-Improvement Loop</h3>
|
||
<p>Every morning at 7 AM, each agent reviews: - What it did in the last
|
||
24 hours - What it messed up - What it learned</p>
|
||
<p>This self-review feeds back into its instructions. The agents get
|
||
better at their jobs over time without you having to retrain them
|
||
manually.</p>
|
||
<hr />
|
||
<h2 id="mcp-server-inventory">MCP Server Inventory</h2>
|
||
<p>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.</p>
|
||
<table>
|
||
<colgroup>
|
||
<col style="width: 34%" />
|
||
<col style="width: 20%" />
|
||
<col style="width: 45%" />
|
||
</colgroup>
|
||
<thead>
|
||
<tr>
|
||
<th>MCP Server</th>
|
||
<th>Tools</th>
|
||
<th>What It Powers</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr>
|
||
<td><strong>GoHighLevel MCP</strong></td>
|
||
<td>65+</td>
|
||
<td>CRM, pipelines (sales + patient intake), campaigns, workflows,
|
||
conversations, analytics</td>
|
||
</tr>
|
||
<tr>
|
||
<td><strong>Google Workspace MCP</strong></td>
|
||
<td>40+</td>
|
||
<td>Gmail, Calendar, Drive, Meet, Docs, Sheets</td>
|
||
</tr>
|
||
<tr>
|
||
<td><strong>Notion MCP</strong></td>
|
||
<td>25+</td>
|
||
<td>Company manual, SOPs, policies, procedures, documentation</td>
|
||
</tr>
|
||
<tr>
|
||
<td><strong>LinkedIn MCP</strong></td>
|
||
<td>15+</td>
|
||
<td>Post drafting, scheduling, analytics for Zack, Allyson, and Solvr
|
||
corporate</td>
|
||
</tr>
|
||
<tr>
|
||
<td><strong>Google Ads MCP</strong></td>
|
||
<td>20+</td>
|
||
<td>Campaign management, bid optimization, keyword metrics,
|
||
reporting</td>
|
||
</tr>
|
||
<tr>
|
||
<td><strong>Meta Ads MCP</strong></td>
|
||
<td>20+</td>
|
||
<td>Campaign management, ad sets, creatives, audience insights</td>
|
||
</tr>
|
||
<tr>
|
||
<td><strong>GA4 Analytics MCP</strong></td>
|
||
<td>15+</td>
|
||
<td>Website analytics, realtime data, custom reports, segments</td>
|
||
</tr>
|
||
<tr>
|
||
<td><strong>Whisper Transcription MCP</strong></td>
|
||
<td>10+</td>
|
||
<td>Meeting transcription, speaker diarization, action item
|
||
extraction</td>
|
||
</tr>
|
||
<tr>
|
||
<td><strong>Design Generator MCP</strong></td>
|
||
<td>15+</td>
|
||
<td>Social graphics, branded PDFs, brochures, reports, template-based
|
||
generation</td>
|
||
</tr>
|
||
<tr>
|
||
<td><strong>Telegram/Comms MCP</strong></td>
|
||
<td>10+</td>
|
||
<td>Telegram messaging, email routing, notification delivery</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
<p><strong>Total:</strong> 10 MCP servers, 235+ tools</p>
|
||
<hr />
|
||
<h2 id="security-safeguards">Security & Safeguards</h2>
|
||
<p>Based on our conversation, here’s how we’re handling security:</p>
|
||
<table>
|
||
<colgroup>
|
||
<col style="width: 34%" />
|
||
<col style="width: 65%" />
|
||
</colgroup>
|
||
<thead>
|
||
<tr>
|
||
<th>Concern</th>
|
||
<th>How We Handle It</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr>
|
||
<td><strong>Agents get their own email</strong></td>
|
||
<td>Delegate access to your accounts, not direct login. Just like hiring
|
||
an employee.</td>
|
||
</tr>
|
||
<tr>
|
||
<td><strong>Spending limits</strong></td>
|
||
<td>Virtual cards via Privacy.com (or similar) with preset limits. No
|
||
agent has open-ended spending authority.</td>
|
||
</tr>
|
||
<tr>
|
||
<td><strong>Skill injection risks</strong></td>
|
||
<td>All MCP servers are built by us — no third-party skills installed
|
||
without your review. We audit everything.</td>
|
||
</tr>
|
||
<tr>
|
||
<td><strong>Human-in-the-loop</strong></td>
|
||
<td>Nothing goes out to clients without approval. Design review, content
|
||
review, and send approval are all gated.</td>
|
||
</tr>
|
||
<tr>
|
||
<td><strong>Memory privacy</strong></td>
|
||
<td>Private vs. shared scoping in the SQLite layer. Your personal stuff
|
||
doesn’t bleed into business agent context.</td>
|
||
</tr>
|
||
<tr>
|
||
<td><strong>Data ownership</strong></td>
|
||
<td>You own all the code, all the data, all the infrastructure. No
|
||
vendor lock-in.</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
<hr />
|
||
<h2 id="implementation-timeline">Implementation Timeline</h2>
|
||
<p><strong>30-minute check-ins: Tuesdays and Thursdays throughout the
|
||
build.</strong></p>
|
||
<h3 id="week-1-foundation">Week 1: Foundation</h3>
|
||
<ul class="task-list">
|
||
<li><label><input type="checkbox" />Deploy coordination layer (SQLite +
|
||
shared memory)</label></li>
|
||
<li><label><input type="checkbox" />Configure GoHighLevel MCP (already
|
||
built — tune for Solvr’s pipelines)</label></li>
|
||
<li><label><input type="checkbox" />Build Google Workspace
|
||
MCP</label></li>
|
||
<li><label><input type="checkbox" />Set up agent base configurations
|
||
(Dot, Rose, Miles)</label></li>
|
||
<li><label><input type="checkbox" />Configure Discord channels /
|
||
Telegram access</label></li>
|
||
</ul>
|
||
<h3 id="week-2-core-integrations">Week 2: Core Integrations</h3>
|
||
<ul class="task-list">
|
||
<li><label><input type="checkbox" />Build Notion MCP</label></li>
|
||
<li><label><input type="checkbox" />Build LinkedIn MCP</label></li>
|
||
<li><label><input type="checkbox" />Configure agent personalities and
|
||
system prompts</label></li>
|
||
<li><label><input type="checkbox" />Initial testing with Dot (meeting
|
||
intelligence + calendar flow)</label></li>
|
||
<li><label><input type="checkbox" />Test shared memory across
|
||
agents</label></li>
|
||
</ul>
|
||
<h3 id="week-3-marketing-growth-stack">Week 3: Marketing & Growth
|
||
Stack</h3>
|
||
<ul class="task-list">
|
||
<li><label><input type="checkbox" />Configure Google Ads MCP (already
|
||
built)</label></li>
|
||
<li><label><input type="checkbox" />Configure Meta Ads MCP (already
|
||
built)</label></li>
|
||
<li><label><input type="checkbox" />Build GA4 Analytics MCP</label></li>
|
||
<li><label><input type="checkbox" />Test Rose’s lead generation and CRM
|
||
workflows</label></li>
|
||
<li><label><input type="checkbox" />Test GHL pipeline integration (sales
|
||
+ patient intake)</label></li>
|
||
</ul>
|
||
<h3 id="week-4-operations-content">Week 4: Operations & Content</h3>
|
||
<ul class="task-list">
|
||
<li><label><input type="checkbox" />Build Whisper Transcription
|
||
MCP</label></li>
|
||
<li><label><input type="checkbox" />Build Design Generator
|
||
MCP</label></li>
|
||
<li><label><input type="checkbox" />Build Telegram/Comms
|
||
MCP</label></li>
|
||
<li><label><input type="checkbox" />Test Miles’ reporting, design, and
|
||
content generation</label></li>
|
||
<li><label><input type="checkbox" />Build Factory pipeline (first
|
||
systemized process)</label></li>
|
||
</ul>
|
||
<h3 id="week-5-integration-sub-agents">Week 5: Integration &
|
||
Sub-Agents</h3>
|
||
<ul class="task-list">
|
||
<li><label><input type="checkbox" />Test agent-to-agent communication
|
||
and handoffs</label></li>
|
||
<li><label><input type="checkbox" />Test sub-agent spawning and bulk
|
||
work orchestration</label></li>
|
||
<li><label><input type="checkbox" />Configure Factory quality gates and
|
||
approval workflows</label></li>
|
||
<li><label><input type="checkbox" />End-to-end workflow testing across
|
||
all pillars touched</label></li>
|
||
<li><label><input type="checkbox" />Human-in-the-loop approval flow
|
||
testing</label></li>
|
||
</ul>
|
||
<h3 id="week-6-polish-training">Week 6: Polish & Training</h3>
|
||
<ul class="task-list">
|
||
<li><label><input type="checkbox" />Performance optimization and memory
|
||
tuning</label></li>
|
||
<li><label><input type="checkbox" />Self-improvement cron jobs
|
||
configured</label></li>
|
||
<li><label><input type="checkbox" />Documentation and
|
||
runbooks</label></li>
|
||
<li><label><input type="checkbox" />Training sessions with Zack +
|
||
Allyson</label></li>
|
||
<li><label><input type="checkbox" />Go-live</label></li>
|
||
</ul>
|
||
<hr />
|
||
<h2 id="deliverables">Deliverables</h2>
|
||
<h3 id="code-infrastructure">Code & Infrastructure</h3>
|
||
<table>
|
||
<colgroup>
|
||
<col style="width: 50%" />
|
||
<col style="width: 50%" />
|
||
</colgroup>
|
||
<thead>
|
||
<tr>
|
||
<th>Deliverable</th>
|
||
<th>Description</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr>
|
||
<td>10 MCP Servers</td>
|
||
<td>Full source code, documented, tested</td>
|
||
</tr>
|
||
<tr>
|
||
<td>3 Agent Configurations</td>
|
||
<td>System prompts, tool assignments, personality tuning</td>
|
||
</tr>
|
||
<tr>
|
||
<td>Work OS</td>
|
||
<td>Unified platform with all tools accessible via AI agents</td>
|
||
</tr>
|
||
<tr>
|
||
<td>Factory Pipeline</td>
|
||
<td>One fully systemized production pipeline with sub-agent
|
||
orchestration</td>
|
||
</tr>
|
||
<tr>
|
||
<td>Coordination Layer</td>
|
||
<td>SQLite schema, shared memory, message routing, task queue</td>
|
||
</tr>
|
||
<tr>
|
||
<td>Deployment Scripts</td>
|
||
<td>Docker/systemd configs for self-hosting</td>
|
||
</tr>
|
||
<tr>
|
||
<td>Monitoring Dashboard</td>
|
||
<td>Agent activity, memory usage, error tracking</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
<h3 id="documentation">Documentation</h3>
|
||
<table>
|
||
<colgroup>
|
||
<col style="width: 43%" />
|
||
<col style="width: 56%" />
|
||
</colgroup>
|
||
<thead>
|
||
<tr>
|
||
<th>Document</th>
|
||
<th>Description</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr>
|
||
<td>Architecture Guide</td>
|
||
<td>Full system overview, data flows, how everything connects</td>
|
||
</tr>
|
||
<tr>
|
||
<td>MCP Server Reference</td>
|
||
<td>Every tool, its parameters, and real examples</td>
|
||
</tr>
|
||
<tr>
|
||
<td>Agent Playbooks</td>
|
||
<td>How each agent handles common scenarios</td>
|
||
</tr>
|
||
<tr>
|
||
<td>Factory Runbook</td>
|
||
<td>How to add new pipelines, modify quality gates, adjust triggers</td>
|
||
</tr>
|
||
<tr>
|
||
<td>Troubleshooting Guide</td>
|
||
<td>Common issues, how to fix them, when to escalate</td>
|
||
</tr>
|
||
<tr>
|
||
<td>Training Materials</td>
|
||
<td>How to work with your agents day-to-day</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
<h3 id="support-during-build">Support During Build</h3>
|
||
<table>
|
||
<thead>
|
||
<tr>
|
||
<th>Item</th>
|
||
<th>Detail</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr>
|
||
<td>Bi-weekly check-ins</td>
|
||
<td>30 min, Tuesdays & Thursdays</td>
|
||
</tr>
|
||
<tr>
|
||
<td>Implementation support</td>
|
||
<td>Full 6 weeks</td>
|
||
</tr>
|
||
<tr>
|
||
<td>Post-launch support</td>
|
||
<td>30 days included</td>
|
||
</tr>
|
||
<tr>
|
||
<td>Bug fixes</td>
|
||
<td>90 days included</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
<hr />
|
||
<h2 id="investment">Investment</h2>
|
||
<h3 id="project-total-20000">Project Total: $20,000</h3>
|
||
<table>
|
||
<colgroup>
|
||
<col style="width: 21%" />
|
||
<col style="width: 40%" />
|
||
<col style="width: 37%" />
|
||
</colgroup>
|
||
<thead>
|
||
<tr>
|
||
<th>Phase</th>
|
||
<th>Description</th>
|
||
<th>Investment</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr>
|
||
<td><strong>MCP Development</strong></td>
|
||
<td>Build 7 new MCP servers (130+ tools)</td>
|
||
<td>$10,000</td>
|
||
</tr>
|
||
<tr>
|
||
<td><strong>Agent Configuration</strong></td>
|
||
<td>3 agents — personalities, prompts, workflows, tool assignments</td>
|
||
<td>$3,000</td>
|
||
</tr>
|
||
<tr>
|
||
<td><strong>Coordination Layer</strong></td>
|
||
<td>SQLite shared memory, agent messaging, task queue, privacy
|
||
scoping</td>
|
||
<td>$2,000</td>
|
||
</tr>
|
||
<tr>
|
||
<td><strong>Factory Build</strong></td>
|
||
<td>Systemized pipeline, sub-agent orchestration, quality gates</td>
|
||
<td>$2,500</td>
|
||
</tr>
|
||
<tr>
|
||
<td><strong>Documentation & Training</strong></td>
|
||
<td>Full docs, runbooks, training sessions with Zack + Allyson</td>
|
||
<td>$1,500</td>
|
||
</tr>
|
||
<tr>
|
||
<td><strong>Deployment & Support</strong></td>
|
||
<td>Infrastructure setup, 30-day post-launch support</td>
|
||
<td>$1,000</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
<h3 id="payment-schedule">Payment Schedule</h3>
|
||
<table>
|
||
<colgroup>
|
||
<col style="width: 39%" />
|
||
<col style="width: 28%" />
|
||
<col style="width: 32%" />
|
||
</colgroup>
|
||
<thead>
|
||
<tr>
|
||
<th>Milestone</th>
|
||
<th>Amount</th>
|
||
<th>Trigger</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr>
|
||
<td><strong>Project Kickoff</strong></td>
|
||
<td>$10,000 (50%)</td>
|
||
<td>Signed agreement, alignment confirmed</td>
|
||
</tr>
|
||
<tr>
|
||
<td><strong>Week 3 Milestone</strong></td>
|
||
<td>$5,000 (25%)</td>
|
||
<td>Core integrations complete — Dot, Rose, Miles functional</td>
|
||
</tr>
|
||
<tr>
|
||
<td><strong>Project Completion</strong></td>
|
||
<td>$5,000 (25%)</td>
|
||
<td>Go-live, training complete, Factory operational</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
<hr />
|
||
<h2 id="post-launch-retainer-2000month">Post-Launch Retainer:
|
||
$2,000/month</h2>
|
||
<table>
|
||
<colgroup>
|
||
<col style="width: 66%" />
|
||
<col style="width: 33%" />
|
||
</colgroup>
|
||
<thead>
|
||
<tr>
|
||
<th>What’s Included</th>
|
||
<th>Detail</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr>
|
||
<td><strong>Weekly Zoom</strong></td>
|
||
<td>30 minutes — troubleshoot, ideate, build together, or get AI world
|
||
updates</td>
|
||
</tr>
|
||
<tr>
|
||
<td><strong>Ongoing Optimization</strong></td>
|
||
<td>Tune agent performance, adjust workflows, improve memory</td>
|
||
</tr>
|
||
<tr>
|
||
<td><strong>Bug Fixes</strong></td>
|
||
<td>Anything that breaks, we fix</td>
|
||
</tr>
|
||
<tr>
|
||
<td><strong>Minor Enhancements</strong></td>
|
||
<td>Small feature additions, new workflow configurations</td>
|
||
</tr>
|
||
<tr>
|
||
<td><strong>AI Briefings</strong></td>
|
||
<td>What’s new in the AI world that matters for Solvr — stay 2-4 weeks
|
||
ahead of the crowd</td>
|
||
</tr>
|
||
<tr>
|
||
<td><strong>Expansion Planning</strong></td>
|
||
<td>When you’re ready for Pillar 2/3/4 agents, we scope and plan
|
||
together</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
<hr />
|
||
<h2 id="whats-included-vs.-what-you-provide">What’s Included vs. What
|
||
You Provide</h2>
|
||
<h3 id="mcp-engage-provides">MCP Engage Provides</h3>
|
||
<ul>
|
||
<li>✅ All 10 MCP servers (full source code — you own it)</li>
|
||
<li>✅ Agent configurations, system prompts, personality tuning</li>
|
||
<li>✅ Work OS setup and configuration</li>
|
||
<li>✅ Factory pipeline with sub-agent orchestration</li>
|
||
<li>✅ Shared memory coordination layer</li>
|
||
<li>✅ Deployment to your infrastructure</li>
|
||
<li>✅ Full documentation and training</li>
|
||
<li>✅ 30-day post-launch support</li>
|
||
<li>✅ 90-day bug fixes</li>
|
||
</ul>
|
||
<h3 id="solvr-provides">Solvr Provides</h3>
|
||
<ul>
|
||
<li>API credentials (GHL, Google, LinkedIn, Meta, Notion)</li>
|
||
<li>Hosting infrastructure (your Mac Mini or a VPS — we’ll advise on
|
||
best option)</li>
|
||
<li>Access to existing systems for integration testing</li>
|
||
<li>Your PULSE™ sales manual and training content (so we can chunk it
|
||
properly)</li>
|
||
<li>Master brochure/collateral templates (so agents can customize per
|
||
client)</li>
|
||
<li>Time for bi-weekly check-ins and training sessions</li>
|
||
<li>Feedback throughout the build</li>
|
||
</ul>
|
||
<hr />
|
||
<h2 id="ongoing-costs-post-project">Ongoing Costs (Post-Project)</h2>
|
||
<table>
|
||
<colgroup>
|
||
<col style="width: 20%" />
|
||
<col style="width: 80%" />
|
||
</colgroup>
|
||
<thead>
|
||
<tr>
|
||
<th>Item</th>
|
||
<th>Estimated Monthly Cost</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr>
|
||
<td>Hosting (3 agents + MCP servers)</td>
|
||
<td>$50-150 (VPS) or $0 if using your Mac Mini</td>
|
||
</tr>
|
||
<tr>
|
||
<td>LLM API usage (Claude)</td>
|
||
<td>$200-500 depending on volume</td>
|
||
</tr>
|
||
<tr>
|
||
<td>LinkedIn API (if using Unipile)</td>
|
||
<td>$49-200 (optional)</td>
|
||
</tr>
|
||
<tr>
|
||
<td>MCP Engage Retainer</td>
|
||
<td>$2,000</td>
|
||
</tr>
|
||
<tr>
|
||
<td><strong>Total Estimated</strong></td>
|
||
<td><strong>$2,300-2,850/month</strong></td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
<p><em>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.</em></p>
|
||
<hr />
|
||
<h2 id="whats-not-included-recommended-future-expansions">What’s Not
|
||
Included — Recommended Future Expansions</h2>
|
||
<p><strong>This build focuses on Pillar 1 (Growth Accelerator) with
|
||
light coverage across the other pillars.</strong> The following
|
||
capabilities are <strong>not included</strong> in this $20,000
|
||
engagement but are <strong>strongly recommended</strong> as future
|
||
phases. Each one plugs directly into the platform we’re building — no
|
||
rearchitecting, no starting over, no wasted work.</p>
|
||
<p>We’re listing these in detail so you can see the full picture of
|
||
where this goes.</p>
|
||
<hr />
|
||
<h3 id="expansion-1-finance-navigator-recommended">Expansion 1: Finance
|
||
Navigator — <em>Recommended</em></h3>
|
||
<p><strong>Estimated Investment:</strong> $6,000-8,000<br />
|
||
<strong>New Agent:</strong> Vera (Finance & Reporting Analyst)<br />
|
||
<strong>New MCP Servers:</strong> QuickBooks/Sage MCP,
|
||
Dashboard/Reporting MCP</p>
|
||
<table>
|
||
<colgroup>
|
||
<col style="width: 62%" />
|
||
<col style="width: 38%" />
|
||
</colgroup>
|
||
<thead>
|
||
<tr>
|
||
<th>Solvr Service (Not Included)</th>
|
||
<th>What It Would Add</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr>
|
||
<td><strong>Monthly Financial Reporting</strong></td>
|
||
<td>Auto-pulls from QuickBooks/Sage, generates P&L with variance
|
||
flagging and narrative summaries. Human validates before client
|
||
delivery.</td>
|
||
</tr>
|
||
<tr>
|
||
<td><strong>Quarterly Profit Opportunity Analysis</strong></td>
|
||
<td>AI analyzes financials against hospice industry benchmarks,
|
||
identifies margin leakage, generates prioritized opportunity lists with
|
||
ROI projections. Human expert validates.</td>
|
||
</tr>
|
||
<tr>
|
||
<td><strong>Monthly PPD Expense Analysis</strong></td>
|
||
<td>Fully automated. Calculates per-patient-day expenses by discipline
|
||
and category, flags anomalies, auto-delivers branded reports.</td>
|
||
</tr>
|
||
<tr>
|
||
<td><strong>Quarterly Competitive Benchmarking</strong></td>
|
||
<td>Aggregates public CMS data and quality metrics for regional
|
||
competitors. Auto-generates comparison dashboards.</td>
|
||
</tr>
|
||
<tr>
|
||
<td><strong>Medicare Hospice CAP Monitoring</strong></td>
|
||
<td>Fully automated. Models CAP exposure using real-time census and
|
||
reimbursement data. Auto-alerts when approaching thresholds.</td>
|
||
</tr>
|
||
<tr>
|
||
<td><strong>Post-Payroll Staff Cost Analysis</strong></td>
|
||
<td>Fully automated. Maps payroll against staffing models, flags
|
||
overages with root-cause indicators (overtime, PRN usage, visit
|
||
volume).</td>
|
||
</tr>
|
||
<tr>
|
||
<td><strong>AP Management System</strong></td>
|
||
<td>AI handles invoice ingestion (OCR/email), GL coding, duplicate
|
||
detection, approval routing. ~70% of volume fully automated.</td>
|
||
</tr>
|
||
<tr>
|
||
<td><strong>Contract Management</strong></td>
|
||
<td>Extracts key terms from uploaded contracts, tracks
|
||
renewals/expirations, generates first-draft contracts from
|
||
templates.</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
<p><strong>Why it’s not in this build:</strong> 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.</p>
|
||
<hr />
|
||
<h3 id="expansion-2-operations-optimizer-recommended">Expansion 2:
|
||
Operations Optimizer — <em>Recommended</em></h3>
|
||
<p><strong>Estimated Investment:</strong> $8,000-10,000<br />
|
||
<strong>New Agent:</strong> Nora (Clinical Operations Specialist)<br />
|
||
<strong>New MCP Servers:</strong> Document Intelligence MCP, Knowledge
|
||
Base MCP (RAG)</p>
|
||
<table>
|
||
<colgroup>
|
||
<col style="width: 62%" />
|
||
<col style="width: 38%" />
|
||
</colgroup>
|
||
<thead>
|
||
<tr>
|
||
<th>Solvr Service (Not Included)</th>
|
||
<th>What It Would Add</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr>
|
||
<td><strong>Technical Auditing</strong></td>
|
||
<td>AI scans admission/recert packets against compliance checklists,
|
||
auto-flags missing elements, generates deficiency reports. ~85%
|
||
automated.</td>
|
||
</tr>
|
||
<tr>
|
||
<td><strong>Clinical Auditing</strong></td>
|
||
<td>AI reviews clinical notes against LCD criteria, flags documentation
|
||
gaps, scores compliance risk. Clinician validates findings. ~60%
|
||
screening automated.</td>
|
||
</tr>
|
||
<tr>
|
||
<td><strong>Survey Readiness System</strong></td>
|
||
<td>Automated monthly audits of rotating operational areas. AI scores
|
||
submissions against CoP requirements, generates findings, updates
|
||
running tracker.</td>
|
||
</tr>
|
||
<tr>
|
||
<td><strong>ADR Response Support</strong></td>
|
||
<td>AI assembles relevant documentation, generates draft response
|
||
narratives aligned with MAC-specific preferences. ~50% automated.</td>
|
||
</tr>
|
||
<tr>
|
||
<td><strong>Quality Agency Review</strong></td>
|
||
<td>AI pulls CMS quality data and CAHPS scores, generates branded
|
||
quarterly assessments with trend analysis and improvement recs.</td>
|
||
</tr>
|
||
<tr>
|
||
<td><strong>Virtual DON AI Assistant</strong></td>
|
||
<td>AI voice/chat interface receives incident reports (complaints,
|
||
falls, infections), auto-categorizes, generates required forms,
|
||
populates QAPI dashboards.</td>
|
||
</tr>
|
||
<tr>
|
||
<td><strong>Digital Form Management</strong></td>
|
||
<td>DocuSign-powered system with pre-built hospice form templates,
|
||
auto-populated patient data, electronic signature routing, compliance
|
||
validation.</td>
|
||
</tr>
|
||
<tr>
|
||
<td><strong>Education Toolbox</strong></td>
|
||
<td>AI generates discipline-specific content, auto-schedules delivery,
|
||
tracks completion, generates compliance reports.</td>
|
||
</tr>
|
||
<tr>
|
||
<td><strong>Caregiver Satisfaction Monitoring</strong></td>
|
||
<td>Automated survey distribution, AI analyzes responses for sentiment
|
||
and turnover risk, generates alert reports with intervention
|
||
recommendations.</td>
|
||
</tr>
|
||
<tr>
|
||
<td><strong>Hospice Agency Knowledge Hub</strong></td>
|
||
<td>RAG-based AI chatbot trained on client’s specific P&P manual,
|
||
employee handbook, state regulations, and accreditation standards.
|
||
Answers questions 24/7.</td>
|
||
</tr>
|
||
<tr>
|
||
<td><strong>Policy & Procedure Generator</strong></td>
|
||
<td>AI generates policy drafts from regulatory templates, auto-formats
|
||
to brand standards, tracks version history. ~80% automated.</td>
|
||
</tr>
|
||
<tr>
|
||
<td><strong>Operational Dashboard</strong></td>
|
||
<td>Real-time KPI monitoring from integrated data sources. AI generates
|
||
narrative summaries and flags anomalies.</td>
|
||
</tr>
|
||
<tr>
|
||
<td><strong>IT Management (Tier 1)</strong></td>
|
||
<td>AI-powered helpdesk handles password resets and common issues via
|
||
chatbot. ~40% of tickets automated.</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
<p><strong>Why it’s not in this build:</strong> 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.</p>
|
||
<hr />
|
||
<h3 id="expansion-3-talent-solutions-recommended">Expansion 3: Talent
|
||
Solutions — <em>Recommended</em></h3>
|
||
<p><strong>Estimated Investment:</strong> $5,000-7,000<br />
|
||
<strong>New Agent:</strong> Harper (Talent & HR Manager)<br />
|
||
<strong>New MCP Servers:</strong> Knowledge Base MCP (shared with Ops if
|
||
built), Voice Agent MCP</p>
|
||
<table>
|
||
<colgroup>
|
||
<col style="width: 62%" />
|
||
<col style="width: 38%" />
|
||
</colgroup>
|
||
<thead>
|
||
<tr>
|
||
<th>Solvr Service (Not Included)</th>
|
||
<th>What It Would Add</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr>
|
||
<td><strong>Hospice Hiring for Excellence System</strong></td>
|
||
<td>AI generates role-specific job postings, interview question sets,
|
||
and scoring rubrics from hospice-specific templates. ~75%
|
||
automated.</td>
|
||
</tr>
|
||
<tr>
|
||
<td><strong>Job Description & Post Generator</strong></td>
|
||
<td>Fully automated. ATS-optimized descriptions from role parameters,
|
||
formatted for major job boards.</td>
|
||
</tr>
|
||
<tr>
|
||
<td><strong>Recruitment Marketing</strong></td>
|
||
<td>AI generates ad copy, targeting, campaign structures for
|
||
recruitment. Automated A/B testing and budget optimization. (Video
|
||
production still human.)</td>
|
||
</tr>
|
||
<tr>
|
||
<td><strong>Volunteer Recruitment Service</strong></td>
|
||
<td>Fully automated. AI builds landing pages, generates ad copy, manages
|
||
targeting, routes volunteer inquiries with pre-qualification.</td>
|
||
</tr>
|
||
<tr>
|
||
<td><strong>Employee Engagement Monitoring</strong></td>
|
||
<td>Fully automated. Scheduled surveys, sentiment analysis, flight-risk
|
||
indicators, actionable alert reports.</td>
|
||
</tr>
|
||
<tr>
|
||
<td><strong>Team Building Activities Generator</strong></td>
|
||
<td>Fully automated. Themed activity packages based on team size and
|
||
objectives, auto-delivered with facilitator guides.</td>
|
||
</tr>
|
||
<tr>
|
||
<td><strong>HR Knowledge Hub</strong></td>
|
||
<td>RAG-based AI chatbot trained on client’s handbook, state labor laws,
|
||
and internal policies. Answers HR questions 24/7.</td>
|
||
</tr>
|
||
<tr>
|
||
<td><strong>HR & Compliance Hotline</strong></td>
|
||
<td>AI voice agent receives anonymous complaints, transcribes,
|
||
categorizes, auto-alerts leadership, populates trending dashboard.</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
<p><strong>Why it’s not in this build:</strong> 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.</p>
|
||
<hr />
|
||
<h3
|
||
id="expansion-4-clinical-eligibility-ai-recommended-advanced">Expansion
|
||
4: Clinical Eligibility AI — <em>Recommended (Advanced)</em></h3>
|
||
<p><strong>Estimated Investment:</strong> $10,000-15,000<br />
|
||
<strong>New Agent:</strong> Dedicated Clinical AI Agent<br />
|
||
<strong>New Infrastructure:</strong> HIPAA compliance layer, PHI
|
||
de-identification pipeline</p>
|
||
<table>
|
||
<colgroup>
|
||
<col style="width: 62%" />
|
||
<col style="width: 38%" />
|
||
</colgroup>
|
||
<thead>
|
||
<tr>
|
||
<th>Solvr Service (Not Included)</th>
|
||
<th>What It Would Add</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr>
|
||
<td><strong>Clinical Eligibility AI</strong></td>
|
||
<td>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.</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
<p><strong>Why it’s separate:</strong> 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</p>
|
||
<p><strong>Our recommendation:</strong> 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.</p>
|
||
<hr />
|
||
<h3 id="full-expansion-summary">Full Expansion Summary</h3>
|
||
<table>
|
||
<colgroup>
|
||
<col style="width: 10%" />
|
||
<col style="width: 12%" />
|
||
<col style="width: 32%" />
|
||
<col style="width: 18%" />
|
||
<col style="width: 26%" />
|
||
</colgroup>
|
||
<thead>
|
||
<tr>
|
||
<th>Phase</th>
|
||
<th>Pillar</th>
|
||
<th>Estimated Investment</th>
|
||
<th>New Agents</th>
|
||
<th>New MCP Servers</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr>
|
||
<td><strong>This Build</strong></td>
|
||
<td>Growth Accelerator (Primary)</td>
|
||
<td><strong>$20,000</strong></td>
|
||
<td>Dot, Rose, Miles</td>
|
||
<td>10 servers (235+ tools)</td>
|
||
</tr>
|
||
<tr>
|
||
<td><strong>Expansion 1</strong></td>
|
||
<td>Finance Navigator</td>
|
||
<td>$6,000-8,000</td>
|
||
<td>Vera</td>
|
||
<td>QuickBooks MCP, Dashboard MCP</td>
|
||
</tr>
|
||
<tr>
|
||
<td><strong>Expansion 2</strong></td>
|
||
<td>Operations Optimizer</td>
|
||
<td>$8,000-10,000</td>
|
||
<td>Nora</td>
|
||
<td>Document Intelligence MCP, Knowledge Base MCP</td>
|
||
</tr>
|
||
<tr>
|
||
<td><strong>Expansion 3</strong></td>
|
||
<td>Talent Solutions</td>
|
||
<td>$5,000-7,000</td>
|
||
<td>Harper</td>
|
||
<td>Voice Agent MCP</td>
|
||
</tr>
|
||
<tr>
|
||
<td><strong>Expansion 4</strong></td>
|
||
<td>Clinical Eligibility AI</td>
|
||
<td>$10,000-15,000</td>
|
||
<td>Clinical AI Agent</td>
|
||
<td>HIPAA compliance infrastructure</td>
|
||
</tr>
|
||
<tr>
|
||
<td><strong>Total (All Pillars)</strong></td>
|
||
<td>Complete Solvr AI Platform</td>
|
||
<td><strong>$49,000-60,000</strong></td>
|
||
<td><strong>8 agents</strong></td>
|
||
<td><strong>16+ MCP servers</strong></td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
<p><em>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.</em></p>
|
||
<hr />
|
||
<h2 id="why-mcp-engage-openclaw">Why MCP Engage + OpenClaw</h2>
|
||
<ul>
|
||
<li><strong>65+ GoHighLevel tools already built</strong> —
|
||
battle-tested, production-ready. Your GHL integration isn’t starting
|
||
from scratch.</li>
|
||
<li><strong>30+ MCP servers built</strong> across industries — Jake and
|
||
the MCP Engage team know what works and what doesn’t at scale.</li>
|
||
<li><strong>Powered by OpenClaw</strong> — an open-source AI agent
|
||
platform. No proprietary black boxes. You can inspect, modify, and
|
||
extend everything.</li>
|
||
<li><strong>Full ownership</strong> — you own the code, you host it,
|
||
there’s no vendor lock-in. If we part ways, you keep everything.</li>
|
||
<li><strong>Simple infrastructure</strong> — SQLite over complex
|
||
distributed systems. Reliable, fast, easy to maintain.</li>
|
||
<li><strong>Built for expansion</strong> — the platform is designed to
|
||
grow with Solvr. Every future agent and MCP server plugs in
|
||
cleanly.</li>
|
||
<li><strong>Ongoing partnership</strong> — 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.</li>
|
||
</ul>
|
||
<hr />
|
||
<h2 id="next-steps">Next Steps</h2>
|
||
<ol type="1">
|
||
<li><strong>Review this document</strong> — mark it up, tell me what’s
|
||
missing, what doesn’t match your vision</li>
|
||
<li><strong>Schedule our alignment call</strong> — we walk through your
|
||
markup together, get on the same page</li>
|
||
<li><strong>Finalize and sign</strong> — once we’re both 100% aligned on
|
||
what’s being built</li>
|
||
<li><strong>Kickoff</strong> — $10,000 deposit, and we start Week 1</li>
|
||
</ol>
|
||
<p>I’m not taking your money until we’re both fully aligned on the
|
||
vision. That’s how I work.</p>
|
||
<hr />
|
||
<p><strong>Prepared by:</strong> Jake Shore, MCP Engage<br />
|
||
<strong>Date:</strong> February 6, 2026</p>
|
||
<hr />
|
||
<p><em>This proposal is valid for 30 days from the date above.</em></p>
|
||
</body>
|
||
</html>
|