154 lines
9.7 KiB
Markdown
154 lines
9.7 KiB
Markdown
# What You're Getting & What It Does
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## Solvr AI Platform — Phase 1 Deliverables
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**Investment:** $20,000 | **Timeline:** 6 Weeks | **Retainer:** $2,000/month
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**You own the software. It runs on your hardware. No vendor lock-in.**
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---
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## The 5 Deliverables
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### 1. WORK OS — Your Entire Tech Stack, Unified
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**What it is:** One AI-powered platform that connects GHL, Google Workspace, LinkedIn, Google Ads, Meta Ads, GA4, and Notion — all accessible through your agents simultaneously.
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**What you can do with it:**
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- **Build cross-platform dashboards in minutes.** Ask "how's Client X doing?" and get a single view pulling ad spend from Google Ads, leads from GHL, website traffic from GA4, social engagement from LinkedIn, and conversion data from Meta — all at once. No logging into 6 different tools.
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- **Pull data from any connected app via chat.** Your agents reach into every platform in real-time. "What's our cost-per-lead this week across all channels?" → instant answer with the numbers.
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- **Visualize anything on demand.** Agents generate charts, comparison tables, trend reports, and client scorecards inside the Work OS — pulling live data from every connected tool.
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- **Embed anywhere via iframe.** Every dashboard and micro app you build in the Work OS can be embedded as an iframe inside GoHighLevel, Notion, or any platform that supports custom menus and embedded pages. Your clients see polished dashboards right inside the tools they already use — no extra logins, no context switching.
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The Work OS isn't a new app to learn. It's the layer that makes all your existing apps talk to each other through AI.
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---
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### 2. THE FACTORY — Batch Production on Autopilot
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**What it is:** A systemized production pipeline that takes your highest-volume recurring work and runs it through AI with human approval checkpoints.
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**What you can do with it:**
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- **Generate all monthly client deliverables in one batch.** Branded brochures, performance reports, training materials, competitive analysis — for every client at once. What takes days becomes minutes.
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- **Auto-brand per client.** The Factory pulls each client's logo, colors, and data, then generates customized versions from master templates. 8 clients = 8 branded packages, no manual swapping.
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- **AI-generated creatives at scale.** Need social graphics, ad visuals, brochure designs, or presentation slides? The Factory uses AI image generation to produce polished marketing assets — branded, client-specific, ready to review.
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- **Quality gates keep you in control.** AI does the heavy lifting, you approve at checkpoints. Nothing goes to a client without your sign-off.
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The Factory is expandable. Start with monthly deliverables, then add pipelines: client onboarding, quarterly reporting, competitive intel — all plug into the same system.
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---
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### 3. DOT — Zack's Personal AI
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**What it is:** Your executive assistant. Handles your calendar, meetings, documentation, LinkedIn, and cross-business awareness.
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**What you can do with it:**
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- **Drop a meeting recording → get action items in minutes.** Dot transcribes, extracts key decisions, identifies follow-ups, and tracks accountability.
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- **Manage your calendar via chat.** "Schedule a call with [person] next week" → Dot handles the logistics.
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- **LinkedIn on autopilot.** Dot drafts posts based on your topics and voice, you review and approve, she schedules and publishes.
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- **Company docs stay current.** Your Notion manual — org chart, policies, SOPs, job descriptions — maintained and updated without you touching it.
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- **Executive alerts.** When Rose closes a deal, when Miles flags a fulfillment delay, when a metric hits a threshold — Dot surfaces it to you proactively.
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### 4. ROSE — Allyson's AI + Growth Engine
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**What it is:** Allyson's assistant and your lead generation machine. Manages every marketing and sales channel.
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**What you can do with it:**
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- **Auto-post to social platforms.** Rose writes LinkedIn posts (Allyson's + Solvr corporate), creates graphics using AI image generation, schedules content. You do a monthly batch review, she handles the rest.
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- **Make ad creatives without a designer.** Need Google Ad variations? Facebook carousel images? LinkedIn graphics? Rose generates polished visuals with AI — branded, on-message, ready to run. Iterate in chat: "make it warmer" or "try a blue version."
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- **Lead generation across every channel.** Google Ads, organic, Facebook groups, LinkedIn, outbound, conferences → leads automatically scored, tagged, routed into GHL pipelines, nurture sequences triggered.
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- **CRM runs itself.** Pipeline management, opportunity tracking, drip campaigns, deduplication, follow-up sequences — all automated in GHL. Rose flags qualified leads; Allyson takes the meetings.
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- **Daily reporting on autopilot.** EOD activity reports auto-generated from CRM data, delivered to managers by 6 PM.
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- **Pull performance data via chat.** "What's our Google Ads ROAS this week?" or "How many leads came in from Meta?" — Rose pulls the data instantly and shows it as a visual breakdown.
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**North Star:** 5 qualified conversations on Allyson's calendar per week.
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---
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### 5. MILES — Operations Manager + Content Machine
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**What it is:** Your operations backbone. Tracks every deliverable, spawns sub-agents for bulk work, generates all your content and collateral.
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**What you can do with it:**
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- **Branded collateral at scale.** Need 15 client-specific brochures? Miles spawns sub-agents, pulls each client's branding, generates customized versions, delivers the batch. Minutes, not days.
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- **AI-generated marketing materials.** Social graphics, report covers, presentation decks, inservice slides, educational materials — all produced with AI image generation and formatted to brand standards.
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- **Competitive analysis on autopilot.** Quarterly scraping of competitor websites, CMS data, public filings. Branded reports with positioning insights and talking points delivered without you lifting a finger.
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- **PULSE™ training content factory.** Podcast scripts, mini workbooks, weekly sales tips, coaching summaries — Miles chunks your methodology into deliverable training assets.
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- **Fulfillment tracking across all clients.** Every service, every deliverable, every client — tracked in one place. Alerts when something's late. Nothing falls through cracks.
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- **On-demand analytics.** "Generate a performance report for all clients this quarter" → Miles pulls from GA4, Google Ads, Meta Ads, and GHL, generates branded reports for each client.
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---
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## How It All Works Together
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Your agents aren't three separate tools. They share the same brain.
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| What Happens | Behind the Scenes |
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| Rose closes a new client deal in GHL | → Miles automatically knows to start fulfillment deliverables |
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| Miles flags a deliverable is late | → Dot alerts Zack with context and suggested action |
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| You ask Dot "how's the business doing?" | → Dot pulls data Rose and Miles have across GHL, Ads, GA4, LinkedIn and gives you a complete picture |
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| Rose generates social posts for 5 clients | → Miles ensures they match each client's brand guidelines from the shared knowledge base |
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| A new lead comes through Google Ads | → Rose scores it, GHL triggers a nurture sequence, Miles tracks it as part of the pipeline dashboard |
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Every agent can pull functions and data from every connected platform. Ask any agent anything, and they reach across the entire tech stack to give you an answer — with visuals, charts, and dashboards built on the fly.
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---
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## What You Own
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This isn't a subscription. This isn't a platform you rent. You're buying infrastructure.
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- **You own the source code.** Every line, every server, every configuration file.
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- **It runs on your hardware.** Your Mac Mini, your VPS, your choice. No one else touches your data.
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- **No vendor lock-in.** If we part ways tomorrow, you keep everything. It keeps running.
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- **No recurring platform fees.** Just the subscriptions and API costs listed below.
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---
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## What You Need
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Subscriptions and accounts you'll maintain to power the platform:
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- **Claude Pro/Team subscription** — $20-30/mo per seat. Powers all 3 agents' intelligence.
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- **GoHighLevel account** — your existing subscription. We connect to it via API.
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- **Google Workspace** — your existing account. Calendar, Gmail, Drive, GA4.
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- **API keys for ad platforms** — Google Ads, Meta Ads (from your existing ad accounts).
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- **Hosting** — Mac Mini or VPS ($50-150/mo). Where the agents and servers live.
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- **LinkedIn API access** — Unipile or similar ($49-200/mo, optional).
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- **Notion account** — free or team plan for documentation.
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**Estimated total: $250-850/month for everything.**
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---
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## The Numbers
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| **Investment** | $20,000 |
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| **Timeline** | 6 weeks |
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| **What's built** | 10 integration servers (235+ tools), 3 AI agents, Work OS, Factory, shared memory layer |
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| **Post-launch retainer** | $2,000/month (weekly call, optimization, bug fixes, expansion planning) |
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| **Ongoing infrastructure** | ~$250-850/month (hosting + LLM API) |
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**For context:** One full-time employee costs $3,500-6,000/month minimum.
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You're getting three AI employees that work 24/7 for roughly the cost of half a person.
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---
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*This is Phase 1 — Growth Accelerator. The platform is built to expand into Finance, Operations, Talent, and Clinical AI when you're ready. Each expansion plugs into what's already running. No rearchitecting, no starting over.*
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