OpenClaw Setup Selling (Track 3)

# SOP — OpenClaw Setup Selling (Track 3)

**Tag**: Track 3 — Agent Org as a Service
**Timeline**: 3-10 days depending on tier
**Owner**: Devin (Delivery Ops) · Rick (Revenue) for sales · Rene (R&D) for research support

---

## Purpose

Track 3 sells the infrastructure that runs LeadsPanther — autonomous AI agent organizations built on OpenClaw. Target: solopreneurs, small agency owners, and technical founders who want their own AI workforce but don't want to figure it out themselves.

**Pricing Tiers:**
- Basic ($1K): Single agent, 1 workflow, basic memory, Telegram integration
- Standard ($3K): Multi-agent org, 3-5 workflows, cron jobs, memory + heartbeat, Telegram + WhatsApp integration
- Premium ($5K): Full autonomous org mirroring LP architecture — all agents, full cron suite, skill library, 3-tier model cascade, knowledge base, any messaging integration (Telegram, WhatsApp, Slack, Discord)
- Retainer ($500-2K/mo): Ongoing management, new skills, monitoring

---

## Phase 0: Sales & Qualification

### Lead Sources
- Upwork clients who ask "how does your system work?"
- LinkedIn content audience (founders, solopreneurs)
- Referrals from existing clients
- OpenClaw community (Discord, GitHub)

### Qualification
1. **Rick** assesses fit:
   - Does the prospect understand what an AI agent is? (at least conceptually)
   - Do they have a VPS or are they willing to get one? ($20-50/mo)
   - Do they have API keys for at least one AI model provider?
   - What's their budget? (map to tier)
   - What do they want agents to DO? (must have concrete use cases)
2. If qualified → **Rick** conducts 30-min discovery call:
   - Walk through what OpenClaw does (show LeadsPanther as the demo)
   - Identify 1-3 specific workflows they need automated
   - Recommend tier based on complexity
3. **Rick** sends proposal with:
   - Recommended tier and what's included
   - Timeline
   - Payment link (Stripe)

### Deliverables
- Prospect qualified
- Discovery call completed
- Proposal sent
- HubSpot deal → "OpenClaw — Proposed"

---

## Phase 1: Pre-Build Checklist

### Client Must Provide
Before build begins, client must have:

**All Tiers:**
- [ ] VPS access (Windows Server or Linux) with admin/root credentials
- [ ] OpenRouter API key (or direct model API keys)
- [ ] Telegram bot token (we walk them through creating it)
- [ ] List of desired agent names and roles (we help define if needed)
- [ ] 1-3 concrete use cases / workflows to automate

**Standard + Premium Only:**
- [ ] WhatsApp Business API credentials (we assist with setup)
- [ ] Any external API keys for tools they want integrated (HubSpot, Crustdata, etc.)

**Premium Only:**
- [ ] Git repository for workspace backups
- [ ] List of all tools/integrations desired (Slack, Discord, etc.)
- [ ] Preferred messaging platform(s) beyond Telegram + WhatsApp

### Steps
1. **Devin** sends pre-build checklist to client
2. **Devin** validates all credentials work (SSH into VPS, test API keys, verify Telegram bot)
3. If anything is missing → **Devin** sends setup guide for the missing item
4. Once all items confirmed → move to build

### Deliverables
- Pre-build checklist complete
- All credentials validated
- HubSpot deal → "OpenClaw — Pre-Build Complete"

---

## Phase 2: Build — Basic Tier ($1K)

**Timeline**: 3 days

### Day 1: Install & Configure
1. **Devin** SSHs/RDPs into client VPS
2. Install OpenClaw gateway:
   - Install Node.js (if not present)
   - Install OpenClaw CLI (`npm install -g @openclaw/cli`)
   - Run `openclaw init` to create workspace
3. Configure `openclaw.json`:
   - Set model provider and API keys
   - Define 1 agent (name, role, personality from client brief)
   - Set sandbox mode off (production)
4. Create agent workspace structure:
   - `SOUL.md` — Agent identity, role, principles
   - `HEARTBEAT.md` — Daily cadence and priorities
   - Basic memory structure (`knowledge/`, `memory/`)

### Day 2: Build Workflow
1. **Devin** builds the single workflow:
   - Map the client's use case to a skill or automation
   - Build the trigger → process → output flow
   - Test end-to-end
2. Document the workflow (what it does, how to check it's running)

### Day 3: Handoff
1. **Devin** conducts 45-min handoff call:
   - Walk through OpenClaw dashboard/CLI
   - Show the agent in action
   - Show how to chat with the agent
   - Explain the workflow and how to modify it
2. **Devin** sends handoff documentation:
   - System overview
   - Workflow documentation
   - Troubleshooting guide (common issues)
   - Support contact (7 days email support)

---

## Phase 2: Build — Standard Tier ($3K)

**Timeline**: 5-7 days

### Days 1-2: Install & Multi-Agent Setup
1. Everything from Basic, plus:
2. Configure 3-5 agents in `openclaw.json`:
   - Each with distinct role, workspace, model cascade
   - Workspace access permissions set correctly
3. Create `SOUL.md` and `HEARTBEAT.md` for each agent
4. Set up inter-agent communication patterns:
   - Orchestrator agent defined
   - Department structure documented

### Days 3-4: Build Workflows + Cron Jobs
1. **Devin** builds 3-5 workflows across agents
2. Configure cron jobs (`cron/jobs.json`):
   - Map recurring tasks to cron schedule
   - Test each cron job fires correctly
3. Set up memory system:
   - `knowledge/` structure with areas and resources
   - Memory consolidation cron (nightly)

### Days 5-6: Integration + Testing
1. Connect external integrations (HubSpot, Crustdata, etc.)
2. End-to-end test: trigger each workflow, verify output
3. Test cron jobs over 24-hour period
4. Fix any issues

### Day 7: Handoff
1. **Devin** conducts 60-min handoff call:
   - Full system walkthrough
   - Each agent demonstrated
   - Cron schedule explained
   - Client performs key actions
2. Handoff documentation package:
   - System architecture overview
   - Agent roles and responsibilities
   - Workflow documentation (each workflow)
   - Cron job schedule and what each does
   - Troubleshooting guide
   - 14 days email support included

---

## Phase 2: Build — Premium Tier ($5K)

**Timeline**: 7-10 days

### Days 1-3: Full Org Setup
1. Everything from Standard, plus:
2. Configure all agents (6-8) with full model cascade (3-tier)
3. Set up messaging integrations (client's choice: Telegram, WhatsApp, Slack, Discord, etc.):
   - Team group with all agents
   - Notifications for key events
4. Configure Git-based workspace backup:
   - Nightly push to client's repository

### Days 4-6: Full Workflow + Skill Suite
1. **Devin** builds all requested workflows
2. Install relevant skills from LeadsPanther skill library
3. Configure full cron suite (6-10 jobs)
4. Set up reporting/dashboard if applicable

### Days 7-8: Integration + Hardening
1. All external integrations connected and tested
2. 48-hour burn-in test (all agents, all crons, all workflows running)
3. Performance optimization (model cascade tuning, cron timing)
4. Security review (API key storage, access permissions)

### Days 9-10: Handoff
1. **Devin** conducts 90-min handoff call (split into two sessions if needed)
2. Premium handoff package:
   - Everything from Standard, plus:
   - Skill library documentation
   - Telegram integration guide
   - Backup and recovery procedures
   - Agent evaluation framework
   - 30 days email + Telegram support

---

## Phase 3: Retainer Onboarding ($500-2K/mo)

### If client adds retainer at handoff:
1. **Rick** sets up recurring Stripe billing
2. **Devin** creates monitoring checklist:
   - Weekly: check all crons fired, review error logs, verify integrations
   - Monthly: performance review, skill updates, model cascade optimization
3. **Devin** sets up monitoring alerts (Telegram notifications for failures)
4. **Rick** establishes communication cadence:
   - $500/mo: Monthly check-in email
   - $1K/mo: Bi-weekly check-in, monthly call
   - $2K/mo: Weekly check-in, bi-weekly call, priority response

---

## QA Checklist

- [ ] Client pre-build checklist complete with all items validated
- [ ] OpenClaw installed and running on client VPS
- [ ] All agents configured with SOUL.md and HEARTBEAT.md
- [ ] All workflows tested end-to-end
- [ ] Cron jobs tested over 24-hour period (Standard+)
- [ ] External integrations connected and verified
- [ ] Telegram working (Premium)
- [ ] Git backup configured (Premium)
- [ ] Handoff call completed with live demo
- [ ] Documentation package delivered
- [ ] Client can chat with agents independently
- [ ] Review/testimonial requested

---

## Agent Responsibilities

| Agent | Role |
|-------|------|
| Rick | Sales, qualification, proposals, contracts, retainer upsell, review collection |
| Devin | Pre-build validation, install, configuration, workflow build, testing, handoff |
| Rene | Researches optimal configurations, evaluates new OpenClaw features for client use |
| Alfred | Timeline monitoring, escalation if build falls behind schedule |

---

## Anti-Patterns (Do NOT)

- Do NOT start building until pre-build checklist is 100% complete.
- Do NOT install skills or workflows the client didn't ask for (stick to scope).
- Do NOT give the client LeadsPanther's proprietary skills without explicit approval from Clayton.
- Do NOT skip the burn-in test for Premium tier.
- Do NOT set up billing without a signed agreement or Stripe confirmation.