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Internal Reference

Client AI Agent — Onboarding Guide

Sons & Sanchez Capital Group · Follow this every time you deploy a new client.

1
Pre-Sale Prep
Before the client signs — get everything lined up

Send the Offer Page

Share the link with the prospect. Walk them through the 3 tiers and pick the right one together.

https://sonssanchezcapitalgroup.com/ai-agent-offer.html

Collect 50% Setup Fee

Do not start work until payment is received. Accepted: Zelle, ACH, credit card.

Starter: $1,250  |  Pro: $2,500  |  Enterprise: $5,000+

Get Client Info

You'll need all of this before running the deploy script:

Full name · Business name · Domain · Phone · Email · Industry
2
Account Setup (~30 min)
Create the accounts the agent needs to run

Create GHL Sub-Account GHL

Log into your GHL agency account → create a new sub-account for this client. Get the Location ID and create an API key for that location.

gohighlevel.com → Agency View → Sub-Accounts → Add

Client Creates Anthropic Account Client Does This

Walk them through signing up at console.anthropic.com and creating an API key. They add their own credit card — they pay Anthropic directly (~$20–80/mo).

console.anthropic.com → API Keys → Create Key

Spin Up a VPS $20–40/mo

Go to DigitalOcean (or Vultr/Hostinger). Create a new droplet: Ubuntu 22.04, Basic plan, $24/mo. Client pays this directly or you bill it in retainer.

digitalocean.com → Create Droplet → Ubuntu 22.04 → Basic $24/mo
Copy the server IP — you'll need it in the next step.
3
Deploy (~15 min)
One command builds the entire system

SSH Into the New Server

Open your terminal and connect to the VPS.

ssh root@THEIR_SERVER_IP

Run the Deploy Script

Paste this one command. It will ask you ~10 questions then build everything automatically.

bash <(curl -s https://sonssanchezcapitalgroup.com/deploy.sh)
Have ready: Client name, domain, phone, email, industry, GHL token, GHL Location ID, Anthropic API key

Wait ~15 Minutes

The script installs everything: OpenClaw, Nginx, SSL, lead server, PM2, firewall, and the full agent workspace. You'll see a completion summary at the end with the server IP.

4
Go Live (~30 min)
Point DNS, start the agent, connect WhatsApp

Point DNS to Server Client Does This

Client logs into their domain registrar (GoDaddy, Namecheap, Squarespace, etc.) and creates an A record pointing to the server IP.

@ → A record → SERVER_IP_ADDRESS www → A record → SERVER_IP_ADDRESS
DNS propagates in 5 min to 48 hrs. Usually under 1 hour. You can proceed with the next steps while waiting.

Start OpenClaw Gateway

On the client's server, start the agent.

openclaw gateway start

Connect WhatsApp

Generate the QR code and have the client scan it from their WhatsApp → Linked Devices.

openclaw whatsapp qr

Issue SSL Certificate (if DNS propagated)

If DNS has propagated, run this to activate HTTPS.

certbot --nginx -d clientdomain.com -d www.clientdomain.com

Test Everything

Send a WhatsApp message to the agent. Submit a test lead through their website. Confirm it shows up in GHL and you get a WhatsApp notification.

Send: "Hey, what can you do?" → should respond Submit lead form → check GHL → should create contact
5
Onboarding Call (1 hour)
Hand the keys to the client and make sure they're comfortable

Demo the Agent Live

Walk them through texting their agent, checking pipeline, adding a contact, and setting a reminder.

Show Them the Dashboard & Website

Open their live site and dashboard. Show the lead form in action.

Collect Remaining 50% Payment

Go-live triggers the second payment.

Starter: $1,250  |  Pro: $2,500  |  Enterprise: $5,000+

Set Up Monthly Retainer Billing

Start recurring billing on the 1st of next month.

Starter: $297/mo · Pro: $497/mo · Enterprise: $997/mo

⚡ Quick Reference — Total Timeline

Sons & Sanchez Capital Group · Internal Use Only · (714) 829-9108