clawdbot-workspace/proposals/clawdbot-setup-proposal.md
2026-01-28 23:00:58 -05:00

4.4 KiB

Clawdbot Setup & Configuration Proposal

Prepared for: [Client Name]
Prepared by: Jake Shore
Date: January 28, 2026


Executive Summary

You'll get a fully configured AI assistant that manages your business operations 24/7 — handling customer inquiries, automating follow-ups, gathering market intelligence, and delivering daily briefings so you always know what's happening in your business.


What You're Getting

1. Multi-Channel Command Center

Connect all your messaging in one place

  • Unified inbox across Discord, iMessage, WhatsApp, Slack, or SMS
  • Clawdbot receives messages from any channel and responds (or routes to you)
  • No more checking 5 different apps — everything flows through one assistant

Value: Stop missing messages. Respond faster. Look professional.


2. Automated Lead Research & Enrichment

Your AI does the prospecting legwork

  • Custom web scrapers pull competitor data, prospect lists, or market intel
  • Runs on autopilot (daily/weekly schedule you choose)
  • Deduplicates contacts, enriches with phone/email, delivers clean spreadsheets
  • Example: Scrape local businesses in your niche, get owner contact info, ready for outreach

Value: Hours of manual research → delivered to your inbox automatically.


3. Smart Reminder & Follow-Up System

Never let anything slip through the cracks

  • Automated pings: "Follow up with Sarah — 3 days since proposal sent"
  • Invoice reminders: "Invoice #1024 is 7 days overdue — here's the client's contact"
  • Calendar alerts: "Quarterly taxes due in 2 weeks"
  • Custom triggers based on your workflow

Value: Your AI remembers everything so you don't have to.


4. AI Customer Service on Autopilot

24/7 response to common questions

  • Handles FAQs: hours, pricing, scheduling, directions, services offered
  • Works via your preferred channel (text, WhatsApp, website chat)
  • Escalates complex questions to you with full context
  • Learns your business tone and answers like you would

Value: Customers get instant answers. You handle only what matters.


5. Daily Business Briefing

Wake up knowing exactly what's happening

Every morning, Clawdbot sends you a summary:

  • Today's schedule (pulls from your calendar)
  • Pending invoices & overdue payments
  • New leads that came in overnight
  • Weather/traffic alerts if relevant to your business
  • Action items ranked by priority

Value: Start every day focused on what matters most.


Proof of Work

I've built these exact systems before:

Project What It Does Result
Reonomy Lead Scraper Automated property owner research with anti-detection 50+ leads/day on autopilot
Remix Sniper Bot Discord bot scanning music charts for opportunities Daily automated reports + predictions
CRE Sync CRM Conditional onboarding flow with Calendly/dialer integrations Streamlined lead routing
Genre Universe Viz 3D interactive data visualization 56 data points mapped in real-time
MCP Animation Framework Marketing asset automation Bulk video generation

Demo videos and screenshots available on request.


Investment

Option A: Foundation Package — $1,500

  • Multi-channel messaging setup (2 channels)
  • Basic reminder/follow-up system
  • Daily briefing configured
  • 1 hour training call
  • 2 weeks email support

Option B: Professional Package — $3,000

  • Everything in Foundation, plus:
  • Multi-channel messaging (unlimited channels)
  • AI customer service bot (FAQ handling)
  • 1 custom scraper/automation
  • 3 hours training
  • 30 days priority support

Option C: Full Automation Suite — $5,000

  • Everything in Professional, plus:
  • Advanced lead scraper with enrichment
  • Custom integrations (CRM, invoicing, calendar)
  • Workflow automation design
  • 5 hours training + documentation
  • 60 days priority support + 2 revision rounds

Timeline

Milestone Timeline
Discovery call & requirements Day 1-2
Core setup & messaging Day 3-5
Automations & testing Day 6-10
Training & handoff Day 11-14
Support period begins Day 14+

Next Steps

  1. Discovery Call — 30 min to understand your business and priorities
  2. Package Selection — Choose what fits your needs
  3. Kickoff — I start building within 48 hours of deposit

Ready to get started? Reply to schedule a call.


Jake Shore
Clawdbot Specialist