Confidential — For Kim & Jake Only

Section 04

Service Design

What do we actually sell? Three tiers with clear deliverables, 32 custom AI capabilities, and a structured onboarding process. Here's how it all fits together.

Three Service Tiers

Tier 1

SETUP

$15–25K
INPUT

Client requirements, access credentials, workflow documentation

OUTPUT

Installed system, 3-5 custom skills, 2-3 channel integrations, documentation, 4 hours training, 30-day support

VERIFICATION

Client passes self-sufficiency assessment, all integrations confirmed working, documentation accepted

Timeline: 2-4 weeks · One-time payment
RECOMMENDED
Tier 2

PROFESSIONAL

$25–40K
INPUT

Above + ongoing workflow requirements, skill specifications for 8-12 custom skills, monthly feedback sessions

OUTPUT

Above + 8-12 custom skills, up to 6 integrations, 3 months managed service, monthly reports, priority support

VERIFICATION

Monthly utilization >60%, client satisfaction >8/10 at 90-day review, uptime >99.5%

Timeline: 4 weeks setup + 12 weeks managed
Tier 3

ENTERPRISE

$40–60K
INPUT

Business goals + KPIs, complete workflow documentation, integration requirements, quarterly strategic objectives

OUTPUT

Fully managed system on our infrastructure, unlimited skills, all-channel integration, dedicated account manager, QBRs with ROI analysis, 6 months managed

VERIFICATION

SLA compliance tracked monthly, quarterly ROI demonstrated, uptime >99.9%, client NPS >9/10

Timeline: 4 weeks setup + 24 weeks fully managed

7-Step Onboarding Process

1

Discovery Call

30-60 min. Qualify opportunity, understand practice, map pain points.

2

Needs Assessment

1-2 hrs. Workflow audit, tool inventory, infrastructure assessment, skill specification.

3

Proposal + SOW

Tailored proposal with scope, timeline, pricing, ROI projection, SLA.

4

Technical Setup

Week 1-2. Server provisioning, OpenClaw install, security hardening, channel integrations.

5

Customization

Week 2-3. Custom skill development, prompt engineering, integration config, workflow automation.

6

Training + Handoff

Week 3-4. 2x training sessions (90 min each), documentation delivery, acceptance testing.

7

Go-Live!

System live. Daily health checks, weekly check-ins tapering to monthly, performance reports.

SLA Comparison

SLA Component SETUP PROFESSIONAL ENTERPRISE
System Uptime Client-managed 99.5% 99.9%
Urgent Response 30-day email 4 business hours 4 hours (incl. weekends)
Normal Response 1 business day 8 business hours
Update Frequency Client-managed Monthly (critical: 48hrs) Weekly (critical: 24hrs)
Backup Setup only Daily Daily + real-time replication
Recovery Time (RTO) Client responsibility 8 hours 2 hours
Dedicated Contact No Shared account mgr Dedicated account mgr

32 Custom Skills Across 4 Professions

Skills are the core value-add. These purpose-built capabilities turn a generic AI assistant into a domain-specific professional tool. Development effort: 2-8 hours per skill. Complex integrations: 16-40 hours.

8
Lawyer Skills
Research, drafting, intake, billing, filings, depositions, contracts, review
6
Doctor Skills
Communication, referrals, pre-auth, literature, notes, education
6
Financial Advisor Skills
Briefing, portfolio, compliance, meeting prep, comms, plan review
6
Executive Skills
Email triage, meeting prep, research, travel, board decks, intel