OperateAI
by Skailabel

Prepared for: Revenue Insight

Contact: Anthony Chamorro

Date: June 4, 2026

Prepared by: Frank Anthony / Linx Holdings LLC

A message from Frank
Build Scope + Proposal · Agency OS + Custom Dashboard

Stop running your agency
on manual.

Based on our discovery call, this scope maps the exact builds that eliminate your manual bottlenecks, replace your three-dashboard reporting loop with a single custom intelligence platform, and restructure your tech stack so it compounds instead of costs.

What we heard
Gap 01

Inbox management is eating the business

300 email inboxes and 20 LinkedIn accounts per client. $1,200/month for inbox management — plus Anthony supervising closely. Positive replies aren't routed fast enough and deals are slipping through.

Gap 02

Claude skills hitting usage ceilings

Three manually-run Claude skills on Pro seats means usage caps, rate limits, and no orchestration between them. The pipeline from intake to campaign-ready is bottlenecked by what Claude.ai will let you run per day.

Gap 03

Reporting lives in three disconnected places

Email Bison + Closely + Google Sheets. Weekly client calls require manual data compilation across all three. Anthony is doing synthesis work that a system should handle automatically.

Gap 04

New client setup takes hours, not minutes

Domain purchasing, inbox provisioning, workspace creation in Email Bison — all manual per client. Every new signup is a multi-hour ops task before a single email goes out.

What this is actually costing you now
Line Item Current Cost With OperateAI What Changes
Inbox manager $1,200/mo $0 AI reply classification + Slack routing replaces this entirely. Anthony approves, system executes.
n8n Cloud $20–120/mo $5/mo Migrated to self-hosted on Railway. No execution limits, no per-workflow fees, scales freely.
Claude Pro seats (3 skills) $40–60/mo + caps ~$30–50/mo Switched to Claude API. Pay per use, no daily limits, no rate throttling on your workflows.
Anthony's time on manual ops 10–15 hrs/wk 2–3 hrs/wk Inbox management, report compilation, new client setup — automated. Anthony focuses on results.
Monthly cash savings $1,260–1,380/mo bleeding $997/mo retainer You save $203/mo on day one vs. your current inbox manager — and get an entire operating system instead of one person managing replies.
$1,200
Monthly savings from eliminating the inbox manager alone
<5 mo
Time to full ROI on the $5,500 build at Active Management retainer
Zero
Claude usage caps or rate limits — ever — on API vs Pro seats
The build — phase by phase
Phase 01
Inbox Intelligence Layer
Week 1–2

AI-Powered Reply Detection + Slack Routing

n8n monitors Email Bison and Closely for new replies in real time. Claude API classifies each reply — positive, negative, out of office, follow-up needed. Positive replies route instantly to Slack with a drafted response ready for one-click approval. Anthony reviews; the system executes. The $1,200/month inbox manager becomes optional from day one.

n8n self-hostedClaude APISlackEmail Bison webhookClosely webhook
Phase 02
Custom Client Intelligence Dashboard
Week 2–3

One Platform. Every Client. All Channels. Live Data.

We replace the three-dashboard reporting loop with a custom-built React application — branded Revenue Insight, deployed on your domain. Every client has their own view: emails sent, reply rate, positive replies, meetings booked, LinkedIn connections, accepted, conversations, pipeline value. n8n syncs data from Email Bison and Closely daily. Claude auto-generates weekly performance summaries delivered before every client call. This is not a spreadsheet — it's a real product your clients log into.

React / Lovablen8nClaude APIEmail Bison APIClosely APICustom domain
Phase 03
Claude Skill Pipeline
Week 3–4

Intake to Launch — Automated. No Caps. No Manual Hand-offs.

Your three Claude skills move off Pro seats and onto the API — no more daily limits, no rate throttling mid-workflow. n8n orchestrates the full pipeline: signed intake triggers Skill 1 (target market mapping) automatically, output feeds Skill 2 (cold offer creation), both feed Skill 3 (packaging). One human review gate before launch. A new client goes from signed to campaign-ready in hours, not days.

n8n orchestrationClaude APITypeformClay integrationNo usage caps
Phase 04
Domain + Inbox Automation
Week 4–5

Cheapest Domain Finder + Auto-Provisioning

Domain price-comparison bot scrapes GoDaddy, Porkbun, Namecheap, and Cloudflare Registrar — returns a ranked list with one-click purchase links. New client approved triggers automatic ScaledMail provisioning and Email Bison workspace creation. Setup time per new client drops from hours to minutes.

n8nClaude APIRegistrar APIsScaledMail APIEmail Bison API
Investment
Option 01 — Core
$2,500
One-time · 50% upfront / 50% at delivery
Phase 1 only
  • Inbox intelligence layer
  • AI reply classification via Claude API
  • Positive reply routing to Slack
  • Drafted response on every alert
  • Works across Email Bison + Closely
  • n8n migrated to self-hosted (Railway)
Option 02 — Full Agency OS
$5,500
One-time · 50% upfront / 50% at delivery
Phases 1–4
  • Everything in Core
  • Custom React client dashboard (branded)
  • Live Email Bison + Closely data sync
  • Auto-generated weekly client reports
  • Claude skill pipeline — no caps, no limits
  • Domain finder bot
  • ScaledMail auto-provisioning
  • Full infrastructure on self-hosted VPS

On the infrastructure migration

Both options include migrating your n8n instance from Cloud to a self-hosted Railway VPS (~$5/mo). This eliminates execution limits and per-workflow fees permanently — and means your Claude API workflows, inbox monitoring, and daily data syncs can run at full volume without hitting any ceiling. The VPS is managed under the retainer, so you never have to think about it.

Ongoing management
$800/mo
Maintenance
VPS + n8n uptime, API key rotation, webhook reliability, bug fixes, monthly performance review.
$997/mo
Active Management
Everything in Maintenance + new automations, Claude skill updates, new client provisioning support, weekly Slack check-in. Saves you $203/mo vs. your current inbox manager — and delivers an entire operating system on top of it.
$2,000/mo
Full Managed OS
Frank runs the full system. Ongoing optimization, all new client provisioning, dashboard updates, quarterly expansion reviews.
Next steps
01
Review and align on scope. Most clients start with Option 02 — it solves the internal bottleneck completely, delivers a real product the owner can see, and the retainer pays for itself by replacing the inbox manager.
02
30-minute alignment call. Confirm Phase 1 start date, finalize API credentials needed (Email Bison, Closely, ScaledMail), and lock the build sequence. No surprises mid-build.
03
50% deposit to kick off. Build starts within 48 hours. Phase 1 — inbox intelligence layer — is live within 10 business days.
04
Referral path stays open. Anthony mentioned mutual client sharing — happy to structure that once the build is live and proven. No rush, let's get the work right first.