11 KiB
SOLVR Onboarding Call Guide
Pre-Call Checklist (YOU do this before the call)
- Invoice sent and deposit received ($10K)
- Have this doc open on a second screen
- Have a shared Google Doc or Notion page ready for live notes
- Know Zack's calendar for bi-weekly check-ins (Tues/Thurs, 30 min)
AGENDA (share with Zack beforehand)
Duration: 60-75 minutes
- Welcome & Vibe Check (5 min)
- Quick Platform Demo (10 min)
- Meet the Agents: Dot, Rose, Miles (10 min)
- Hardware & Remote Access Setup (10 min)
- The Big Credential Harvest (20 min)
- Timeline & Check-in Rhythm (5 min)
- Questions & Next Steps (5 min)
THE SCRIPT (word-for-word if you want it)
1. Welcome & Vibe Check (5 min)
"Hey Zack, good to see you. Thanks for getting the deposit over — we're officially locked in. Before we dive into the technical stuff, I want to set the tone for how this project works.
I'm not going to disappear into a cave for 6 weeks and come back with something you've never seen. We're doing bi-weekly check-ins, you'll have eyes on progress the whole time, and if something's not clicking with how the agents work, we adjust as we go. Cool?
The goal for today is simple: I need to get access to everything so I can start building. By the end of this call, I'll have what I need to hit the ground running this week."
2. Quick Platform Demo (10 min)
"Let me give you a quick look at what you're getting so this isn't abstract."
Screen share your own Clawdbot/Buba setup. Show:
- An agent responding in Discord or terminal
- A quick tool call (like searching something, reading a file)
- The memory system (show a daily log, explain how agents remember)
- A sub-agent spawn if you have one handy
"This is my personal setup — yours will have three agents instead of one, each specialized for a different part of your business. Dot handles your CEO-level stuff, Rose runs marketing and growth, Miles manages operations and the factory pipeline. They all share memory so they know what the others are doing, but they each have their own personality and toolset."
3. Meet the Agents (10 min)
"Let me walk you through what each agent will actually do for you."
Dot (CEO Assistant)
"Dot is your right hand. She has access to ClickUp, Notion, Google Workspace, and Telegram. She can manage your tasks, draft docs, schedule things, organize your inbox, and coordinate between Rose and Miles. Think of her as a chief of staff that never sleeps."
Rose (Growth/Marketing)
"Rose handles everything customer-facing. She's plugged into GoHighLevel, Google Ads, Postiz, Canva Pro, ElevenLabs, and SE Ranking. She can run your ad campaigns, post to social, generate creative assets, create voiceovers, and track your SEO rankings. She reports to Dot on performance but operates independently."
Miles (Operations/Factory)
"Miles is your ops guy. He's got n8n, Looker Studio, and Retell. He manages automations, builds reports, handles your AI phone system, and runs the factory pipeline — which is how you'll scale production workflows with sub-agents. If you need to process 100 things the same way, Miles sets up the assembly line."
"Any of these feel off? Like, is there an agent you want focused differently, or a tool that should live somewhere else? We can adjust."
4. Hardware & Remote Access Setup (10 min)
"Alright, let's talk about where this all lives. You have two options:"
Option A: Mac mini (recommended)
"A Mac mini M-series with 16 gigs of RAM is ideal. It's always on, low power, and gives us the most flexibility. I'd need you to:
- Set it up on your network with a wired ethernet connection if possible
- Enable Screen Sharing in System Settings
- Install Tailscale — it's a zero-config VPN, takes 2 minutes — tailscale.com/download
- Give me SSH access
Tailscale means I can securely connect to your machine from anywhere without opening ports or dealing with firewalls. It just works."
Option B: VPS
"If you'd rather do cloud, a VPS with 8 gigs of RAM on Ubuntu works fine. DigitalOcean, Hetzner, whatever you prefer. I just need root SSH access."
"Which way are you leaning? ... Great, can you get that set up by [date]? Once I have remote access, I can handle everything else."
5. The Big Credential Harvest (20 min)
"Okay, this is the main event. I need API keys and access for 13 different platforms. Some of these you can grab right now, some you'll need to do after the call. I'm going to share a checklist with you — don't stress about getting them all today, but the faster I have them, the faster we go live."
Share screen with the credential checklist. Go through each one:
"Let's knock out the easy ones first."
Instant wins (do live on call if possible):
"Can you pull up ClickUp? Go to Settings → Apps → you should see 'API Token' — just generate one and paste it in our shared doc."
"Telegram — do you have a bot set up already, or do we need to create one? ... Okay, message @BotFather, hit /newbot, follow the prompts, and it'll give you a token."
"ElevenLabs — go to your profile, there's an API Key section right there."
"Retell — dashboard.retellai.com → Settings → API Keys."
"SE Ranking — Account Settings → API."
Needs a minute (walk them through):
"Notion is easy but there's one gotcha — you create an 'internal integration' at notion.so/my-integrations, but then you also have to share your pages and databases WITH the integration. I'll send you a quick guide for that."
"Postiz — app.postiz.com → Settings → API."
"n8n — need your instance URL and an API key from Settings → API."
Needs Google Cloud (do together or guide them):
"Google Workspace, Google Ads, and Looker Studio all go through Google Cloud. We need one OAuth app that covers all of them. If you haven't set up a Google Cloud project before, let's do it together right now — it takes about 10 minutes.
Go to console.cloud.google.com ... Create a new project, call it 'Solvr AI' or whatever you want ... Now go to APIs & Services → Library → enable Gmail API, Calendar API, Drive API, Sheets API, Docs API, and Google Ads API ... Then Credentials → Create OAuth Client ID → Desktop App ... Copy the Client ID and Client Secret.
For Google Ads specifically, you also need a Developer Token — go to ads.google.com → Tools & Settings → API Center. If it says you need to apply for access, do that now and I'll work with Basic access to start."
Needs their admin (may take a day or two):
"GoHighLevel — there are two ways. If you have a sub-account API key already, that works. Otherwise, we can set up an OAuth app through the marketplace. Which do you have access to?"
"Canva Pro — you need the Canva Connect API, which requires Pro or Enterprise. Go to canva.com/developers, create an app, and generate a key."
"For anything you can't get today, just drop them in our shared doc as you get them. I'll start building with whatever we have and add integrations as the keys come in."
6. Timeline & Check-in Rhythm (5 min)
"Here's how the next 6 weeks look:
Weeks 1-2: I get the platform installed, agents configured, and the first batch of MCP integrations live. By our Week 2 check-in, you'll be able to talk to Dot, Rose, and Miles.
Week 3: Everything integrated, factory pipeline running, memory system coordinating across agents. This is the 25% milestone payment.
Weeks 4-6: Testing, tuning, training. This is where we make sure everything fits YOUR workflows, not just works in theory. I'll do training sessions with you and your team.
Check-ins: Tuesdays and Thursdays, 30 minutes. Quick sync — what's working, what's not, what's next. If something's urgent between check-ins, just message me.
Sound good?"
7. Questions & Next Steps (5 min)
"What questions do you have? ...
Alright, here's what happens next:
- You get me remote access to the machine — shoot for [2 business days from now]
- Drop API keys in our shared doc as you get them
- I start building as soon as I have access
- Our first check-in is [next Tuesday/Thursday]
I'm pumped to build this for you, man. This is going to change how your whole team operates."
THE LOOSE FRAMEWORK (same content, conversational vibe)
Opening energy
- Acknowledge the deposit, set the tone that this is collaborative not black-box
- Make it clear: "I need stuff from you today so I can start building"
Show don't tell
- Demo YOUR setup for 5-10 min so it's not abstract
- People buy what they can see — show an agent doing something cool
Agent intro = their language
- Don't say "system prompts and tool assignments"
- Say "Dot is your chief of staff, Rose runs your marketing, Miles is your ops guy"
- Ask which tools they care about most — prioritize those integrations first
Hardware = keep it simple
- Mac mini + Tailscale + SSH = done
- Don't overcomplicate. "Install Tailscale, give me SSH, I handle the rest"
Credential harvest = the real work
- Start with the instant wins (ClickUp, Telegram, ElevenLabs, Retell, SE Ranking)
- Walk them through Google Cloud together if they're not technical
- Anything they can't do now → "drop it in the shared doc, I'll build around it"
- Don't make them feel overwhelmed — "we'll knock these out in batches"
Timeline = set expectations
- Be specific: "by Week 2 you'll be talking to your agents"
- Mention the payment milestones casually, don't make it weird
- Emphasize Weeks 4-6 are for THEM — tuning, training, making it theirs
Close with energy
- Recap the 3 things you need from them (machine access, API keys, first check-in date)
- End on excitement, not logistics
Vibe tips
- If Zack starts going deep on a use case, let him — that's gold for configuring agents
- Take notes on HOW he describes his workflows — use his language in the agent personalities
- If he seems overwhelmed by the credential list, say "we'll do this in pieces, no rush"
- Name-drop specific things his agents will do: "Rose can post to all your socials at 9am every day while you're still in bed"
CREDENTIAL CHECKLIST (copy into shared doc for Zack)
| Platform | What We Need | How to Get It | Status |
|---|---|---|---|
| ClickUp | API Token | Settings → Apps → Generate | ⬜ |
| Notion | Integration Token | notion.so/my-integrations → New | ⬜ |
| Google Workspace | OAuth Client ID + Secret | console.cloud.google.com → Credentials | ⬜ |
| Telegram | Bot Token | Message @BotFather → /newbot | ⬜ |
| n8n | API Key + Instance URL | n8n Settings → API | ⬜ |
| GoHighLevel | API Key or OAuth App | Settings → Business Profile → API Key | ⬜ |
| Google Ads | Developer Token + Customer ID | ads.google.com → API Center | ⬜ |
| Postiz | API Key | app.postiz.com → Settings → API | ⬜ |
| Canva Pro | Connect API Key | canva.com/developers → Create App | ⬜ |
| ElevenLabs | API Key | Profile → API Key | ⬜ |
| SE Ranking | API Key | Account Settings → API | ⬜ |
| Looker Studio | (Uses Google OAuth) | Same as Google Workspace | ⬜ |
| Retell | API Key | dashboard.retellai.com → API Keys | ⬜ |
| AI Provider | Anthropic or OpenAI API Key | console.anthropic.com or platform.openai.com | ⬜ |
| Remote Access | Tailscale + SSH credentials | tailscale.com/download | ⬜ |