Premium Package ($5,000 One-Time)

# SOP — Premium Package ($5,000 One-Time)

**Tag**: Full Install + Ops
**Timeline**: 14 days from kickoff
**Owner**: Devin (Delivery Ops) · Rick (Revenue) · Daniel (Design) · Rene (R&D) for AI/custom integrations

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## Phase 0: Sales & Intake (Day 0)

### Trigger
Client books intro call or submits intake form. Rick qualifies as Premium-tier during discovery.

### Steps
1. **Rick** qualifies the lead:
   - Established business with complex sales process or multiple verticals
   - Needs custom integrations (API, webhooks, Zapier/Make)
   - Wants AI-powered lead scoring and advanced reporting
   - Budget-confirmed for $5K
2. **Rick** conducts 15–30 min intro call:
   - Walk through DFY model, emphasize premium scope: custom integrations, AI scoring, dedicated Slack, 30-day post-install support
   - Identify all third-party tools currently in use
   - Collect: business URL, full tool stack, CRM preference, team size, outreach volume, integration wishlist
3. **Rick** sends Stripe payment link ($5,000 one-time)
4. On payment confirmation:
   - Rick creates HubSpot deal → "Paid — Kickoff"
   - Rick sends kickoff email (template: `kickoff-premium`) with comprehensive access checklist
   - Rick creates **dedicated Slack channel** for the project (`#project-{client-name}`)
   - Rick invites client + Devin + relevant agents to Slack channel
   - Rick hands off to **Devin** with full intake dossier

### Deliverables
- Intake form + call notes + integration wishlist
- Payment received
- HubSpot deal in "Paid — Kickoff"
- Dedicated Slack channel created
- Kickoff email sent

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## Phase 1: Discovery & Scoping (Days 1–3)

### Steps
1. **Devin** reviews intake dossier
2. **Devin** schedules 60-min discovery call with client:
   - Deep-dive ICP: multiple personas, verticals, geo-segments
   - Map full current sales process end-to-end
   - Inventory all tools in use (CRM, email, dialer, billing, project management)
   - Define custom integration requirements:
     - What systems need to talk to each other?
     - What triggers / actions are needed?
     - API access available? Documentation reviewed?
   - Discuss AI lead scoring criteria: what makes a lead "hot" vs. "cold"?
   - Reporting requirements: what metrics matter, who consumes the reports, what format?
3. **Devin** + **Rene** produce:
   - ICP definition (comprehensive: personas, verticals, scoring criteria)
   - System architecture diagram (expanded: includes custom integrations and AI scoring layer)
   - Integration spec: per-integration document with endpoints, auth, data mapping
   - AI scoring model spec: input signals, scoring logic, output thresholds
4. **Devin** creates project brief in workspace memory
5. **Devin** shares scope + architecture in Slack for client review
6. Client confirms scope within 48 hours

### Deliverables
- Comprehensive ICP definition with scoring criteria
- System architecture diagram (with integrations + AI layer)
- Integration spec per custom integration
- AI scoring model spec
- Scope confirmed in Slack

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## Phase 2: Build (Days 3–10)

### 2A: Multi-Channel Prospecting (3+ Sources)
Same as Standard SOP 2A, with additions:
- Configure additional niche sources if needed (industry databases, event attendee lists, job board scrapers)
- Target: 1,000+ unique leads

### 2B: Full Enrichment
Same as Standard SOP 2B, with additions:
- Tech stack enrichment via Clay or BuiltWith
- Intent data signals where available (e.g., hiring signals, funding events)

### 2C: Multi-Channel Outreach
Same as Standard SOP 2C, with additions:
- **Daniel** creates branded email templates (HTML, not plain text) for key sequences
- More aggressive A/B testing from launch (2 variants per email step)

### 2D: Automated Follow-Up Cadences
Same as Standard SOP 2D — no additional changes.

### 2E: CRM Automation
Same as Standard SOP 2E, with additions:
- Advanced pipeline: add "Proposal Sent" and "Negotiation" stages
- Custom deal properties for scoring, integration status, LTV projection
- Advanced list segmentation for reporting

### 2F: Custom Integrations (API, Webhooks, Zapier)
1. **Rene** builds each custom integration per the integration spec:
   - API integrations: direct REST/GraphQL connections with error handling + retry logic
   - Webhook integrations: inbound/outbound webhooks with payload validation
   - Zapier/Make flows: multi-step automations connecting third-party tools
2. Per integration:
   - Build + test in staging/sandbox
   - Document: endpoint, auth method, data mapping, error handling, rate limits
   - Migrate to production
3. **Devin** verifies integrations work within the full pipeline
4. Common integration examples:
   - CRM → billing system (deal won → create invoice)
   - Form submission → CRM + Slack notification
   - Calendar booking → CRM deal + SMS confirmation
   - Lead score threshold → Slack alert + auto-assign to senior rep

### 2G: AI-Powered Lead Scoring & Prioritization
1. **Rene** builds lead scoring model:
   - Input signals: company size, revenue, tech stack, engagement (opens/clicks/replies), ICP match score, intent data
   - Scoring logic: weighted model (configurable weights per signal)
   - Output: score 0–100, tier labels (Hot / Warm / Cold)
   - Threshold actions:
     - Hot (80+): auto-create priority task in CRM + Slack alert
     - Warm (50–79): standard sequence continues
     - Cold (<50): deprioritize, add to nurture drip
2. Integrate scoring into CRM as custom property
3. Build sorted views in CRM by score
4. Test with historical data if available, otherwise validate on first 100 leads

### 2H: Advanced Reporting Dashboard
1. **Devin** builds reporting dashboard in HubSpot (or standalone if client prefers):
   - Metrics: leads generated, enrichment rates, emails sent/opened/replied, LinkedIn connections/responses, SMS delivery, meetings booked, pipeline velocity, conversion rates by stage, lead score distribution
   - Views: daily, weekly, monthly
   - Filters: by source, channel, lead score tier, date range
2. If standalone dashboard needed: build in Google Sheets / Looker Studio / custom
3. **Daniel** reviews dashboard design for clarity and usability
4. Configure automated email reports (weekly summary to client)

### Deliverables
- Everything in Standard, plus:
- Custom integrations built, tested, documented
- AI lead scoring model live and integrated into CRM
- Advanced reporting dashboard with automated reports
- Branded email templates for outreach

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## Phase 3: Install & Testing (Days 10–12)

### Steps
Same as Standard SOP Phase 3, with additions:
1. Test every custom integration end-to-end:
   - Trigger each integration, verify data flows correctly
   - Test error scenarios (API down, rate limited, invalid payload)
   - Verify retry logic works
2. Test AI scoring:
   - Run 50 leads through scoring model
   - Verify scores are reasonable and threshold actions fire
   - Adjust weights if needed
3. Test reporting dashboard:
   - Verify all metrics populate correctly
   - Verify automated reports send on schedule
4. 48-hour monitoring with all systems live

### Additional QA Checklist
- [ ] Each custom integration passes end-to-end test
- [ ] Integration error handling / retry logic works
- [ ] AI scoring produces reasonable scores
- [ ] Threshold actions (Hot/Warm/Cold) trigger correctly
- [ ] Reporting dashboard metrics are accurate
- [ ] Automated reports send on schedule
- [ ] Branded email templates render correctly across clients (Gmail, Outlook, Apple Mail)

### Deliverables
- Integration test report
- Scoring validation report
- Dashboard verification
- Full system live and monitored

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## Phase 4: Training & Handoff (Days 13–14)

### Steps
Same as Standard SOP Phase 4, with additions:
1. **Devin** + **Rene** prepare additional documentation:
   - Per-integration guide: how it works, how to troubleshoot, who to contact if the third-party API changes
   - AI scoring guide: how to adjust weights, retrain, interpret scores
   - Dashboard guide: how to read reports, adjust filters, export data
2. **Devin** conducts 90-min training call (may split into two 45-min sessions):
   - Session 1: Core system (prospecting, enrichment, outreach, CRM)
   - Session 2: Integrations, scoring, reporting
3. All documentation shared in dedicated Slack channel
4. Slack channel remains active for 30-day support period

### Deliverables
- Full documentation package (core + integrations + scoring + reporting)
- Recorded training sessions
- HubSpot deal marked "Delivered"
- Slack channel active for ongoing support

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## Post-Handoff: 30-Day Support & Optimization (Days 15–44)

### Steps
1. **Devin** provides active support for 30 days via Slack + email:
   - Respond within 24 hours (Slack) / 24 hours (email)
   - Fix system issues, integration errors, scoring adjustments
   - One round of sequence optimization based on week-1 data
2. **Devin** sends performance reports:
   - Week 1: initial metrics + quick wins
   - Week 2: sequence optimization recommendations
   - Week 4: full 30-day performance report with recommendations
3. **Rene** handles any integration hotfixes during 30-day window
4. On day 30:
   - **Devin** conducts 30-min review call: what's working, what to adjust
   - **Rick** sends retainer recommendation email — recommend Scale ($1,000/mo) for full ops
5. On day 44:
   - **Devin** closes project in workspace memory
   - **Rick** moves deal → "Closed — Delivered" or "Closed — Retained"
   - Slack channel archived (or kept active if retained)

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## Agent Responsibilities Summary

| Agent | Role |
|-------|------|
| Rick | Sales, intake, payment, HubSpot pipeline, Slack channel, upsell, client comms |
| Devin | Discovery, core build, install, testing, training, handoff, 30-day support |
| Rene | Custom integrations, AI scoring model, integration hotfixes |
| Daniel | Branded email templates, outreach copy review, dashboard design review |
| Alfred | Orchestration — monitors timeline, escalates blockers, coordinates cross-agent work |