Internal Product Reference

Jeeves Feature
Switchboard

Every capability Robert can turn on or off per client. Exact config changes, what each feature does, and suggested monthly add-on pricing. Build each client's setup from these building blocks.

Core — Always On Tier 1 — Productivity Tier 2 — Communications Tier 3 — Full Machine
Eisenberg Rule — CRO Board Decision May 2026

The Day-1 Client View

Never show a new client locked or grayed features on day one. Showing features they can't access signals "you're paying for the small version" — Hormozi framing. It creates anxiety, not desire. The correct sequence: prove value first, reveal expansion second.

❌ Wrong — Day 1
Show the full feature grid with locked/grayed tier-2 and tier-3 features.

Client sees: "You don't have this. Or this. Or this. Upgrade to unlock."

Result: Feels incomplete on day one. Undermines confidence in what they paid for.
✓ Right — Day 1 through Day 30
Show only the features active for their tier. No locked items, no "upgrade to unlock" prompts, no grayed cards.

Client sees: a complete, polished tool that does exactly what they signed up for.

Result: Confidence. Daily habit forms. Value proven.
The Expansion Sequence (Notion / Linear / Slack model)
Day 1–14
Show only active tier features. No future-tier teasing. Let them fall in love with what they have.
Day 30 Check-In
After value is proven, Robert introduces the next tier: "Here's what else Jeeves can do for you — clients at your stage usually add this next." Now the locked features are a revealed upgrade, not a reminder of what they don't have.
The Script
"You've been getting value from X and Y. I've been holding back one more capability because I wanted you to have a rhythm first — want to hear about it?" That's selling, not depriving.
💡
Robert's rule of thumb: If a prospect is on their first 30 days, the answer to "what else does it do?" is "you'll find out at your month-one check-in — right now let's make sure this is working perfectly for you." Never unveil the full menu on day one.
Core
Always On — Every Client
Included in base plan
These three capabilities are live for every Jeeves client from Day 1. No extra config required beyond a working profile, .env, and SOUL.md.
💬
Telegram Messaging
Real-time two-way conversation via their private bot
Always On
The client sends any message to their dedicated Telegram bot. Jeeves reads it, processes it with the full model (Claude Sonnet 4.6 by default), and responds — typically within 2–5 seconds. Handles natural language: questions, requests, tasks, anything.
How to enable
# Enabled automatically when TELEGRAM_TOKEN is set in .env
# and the gateway is running. No additional config.
TELEGRAM_TOKEN=YOUR_BOT_TOKEN_HERE
TELEGRAM_ALLOWED_USERS=CLIENT_TELEGRAM_USER_ID
TELEGRAM_HOME_CHANNEL=CLIENT_TELEGRAM_USER_ID
🎭
Persona Voice (SOUL.md)
Jeeves speaks as a customized chief of staff, not a generic AI
Always On
Every response reflects the persona defined in the client's SOUL.md. Name, tone, communication style, what to prioritize, what to never do — all drawn from the intake form. This is what differentiates Jeeves from ChatGPT.
How to enable
# Write SOUL.md to the profile directory
# See Runbook Step 4 for the full template
nano ~/.hermes/profiles/[CLIENT]/SOUL.md

# Restart gateway after writing or editing
hermes profile use [CLIENT] && hermes restart
📌
Basic Task Capture & Reminders
Drop tasks in chat; Jeeves holds them and reminds you
Always On
Client says things like "remind me to call Marcus at 3pm" or "note: need to review the contract by Friday." Jeeves captures the intent, confirms it, and follows up at the right time via Telegram. Powered by the in-context memory + cron system — no third-party integrations required.
How to enable
# Included in hermes-cli toolset — no additional config
# Ensure hermes-cli is in the toolsets list:
toolsets:
  - hermes-cli

# Optionally reinforce in SOUL.md:
# "When [CLIENT] says 'remind me' or 'note:', capture it explicitly"
Tier 1
Productivity Add-Ons
+$49–$99/mo per feature or $149/mo bundle
High-value, low-complexity additions. These are the features clients ask for within the first 2 weeks. Enable individually or bundle.
☀️
Morning Briefing
Daily digest of what matters, delivered before 9am
+$49/mo
standalone
Every morning at a configurable time, Jeeves sends one consolidated Telegram message. What's on the calendar today, open tasks, anything flagged from yesterday, plus an optional scripture or quote to open the day. One message — not 5. Tight and readable in 60 seconds.
How to enable — add cron job to profile
# Switch to client profile and add the cron
hermes profile use [CLIENT]
hermes cron add \
  --name "morning-briefing" \
  --schedule "0 8 * * 1-5" \
  --deliver telegram \
  --prompt "You are Jeeves, [CLIENT_NAME]'s AI chief of staff. \
Deliver ONE morning briefing message. Include: open tasks, \
today's priorities, any flagged items from yesterday. \
Start with a brief uplifting note. Under 200 words. One message only."

# Weekdays only: 0 8 * * 1-5
# Every day:     0 8 * * *
# Custom time:   0 7 * * 1-5  (7am)
📅
Calendar Integration
Google Calendar read access — Jeeves knows the schedule
+$49/mo
standalone
Jeeves can see what's on the client's calendar. Ask "what do I have tomorrow?" and get a real answer. Morning briefing (if enabled) automatically includes the day's events. Client can also ask Jeeves to find a free slot, check conflicts, or draft a meeting request. Requires Google OAuth one-time setup
How to enable
# 1. Run Google OAuth flow for this client
#    (Client approves in their browser, token stored locally)
hermes profile use [CLIENT]
hermes tool google-calendar auth
#    Token saved to: ~/.hermes/secrets/google_token_[CLIENT].json

# 2. Add to profile .env:
GOOGLE_OAUTH_TOKEN_PATH=/Users/robert/.hermes/secrets/google_token_[CLIENT].json
GOOGLE_CALENDAR_ID=primary

# 3. Restart gateway
hermes restart
🗂️
Parking Lot (Extended Task System)
Persistent task inbox with weekly reviews and priority surfacing
+$49/mo
standalone
Upgrades basic task capture into a real system. Every captured task is stored persistently to a structured file. Every Friday, Jeeves sends a weekly review: what got done, what's still open, what should move to next week. Client can also say "what's in my parking lot?" anytime.
How to enable
# 1. Add weekly review cron
hermes profile use [CLIENT]
hermes cron add \
  --name "weekly-parking-lot-review" \
  --schedule "0 17 * * 5" \
  --deliver telegram \
  --prompt "Review [CLIENT_NAME]'s parking lot. \
Read ~/.hermes/profiles/[CLIENT]/workspace/parking-lot.md. \
Send a Friday review: what's open, what's overdue, top 3 for next week."

# 2. Create the parking lot file
mkdir -p ~/.hermes/profiles/[CLIENT]/workspace
echo "# [CLIENT_NAME]'s Parking Lot\n" > \
  ~/.hermes/profiles/[CLIENT]/workspace/parking-lot.md

# 3. Add instruction to SOUL.md:
# "When capturing tasks, append them to
#  ~/.hermes/profiles/[CLIENT]/workspace/parking-lot.md"
🌙
End-of-Day Wrap
Evening summary and tomorrow's setup sent at 5pm
Bundled
with morning briefing
At end of business, Jeeves sends a brief message: what was accomplished, what's still open, and a clean top-3 for tomorrow. Completes the morning/evening rhythm. Pairs naturally with the Morning Briefing — offered as a bundle.
How to enable
# Add to profile alongside morning briefing
hermes profile use [CLIENT]
hermes cron add \
  --name "end-of-day" \
  --schedule "0 17 * * 1-5" \
  --deliver telegram \
  --prompt "End of day wrap for [CLIENT_NAME]. Review open tasks. \
Send: 3 wins from today (or best attempts), 3 open items still pending, \
top 3 priorities for tomorrow. Short. Encouraging. Under 150 words."
Tier 2
Communications Intelligence
+$99–$149/mo per feature or $249/mo bundle
Connects Jeeves to the client's actual communications. Higher setup cost, higher perceived value. Requires OAuth flows and client trust.
📧
Email Scanning & Triage
Jeeves reads Gmail and surfaces what actually needs attention
+$99/mo
standalone
Jeeves scans the client's Gmail every 30–60 minutes (configurable). It reads subject lines and senders, applies prioritization rules from SOUL.md, and Telegrams the client only about emails that actually need attention. No more checking email constantly — Jeeves is the filter. Requires Gmail OAuth
How to enable
# 1. Complete Gmail OAuth for client
hermes profile use [CLIENT]
hermes tool gmail auth
#    Token saved to: ~/.hermes/secrets/gmail_token_[CLIENT].json

# 2. Add to profile .env:
GMAIL_OAUTH_TOKEN_PATH=/Users/robert/.hermes/secrets/gmail_token_[CLIENT].json
GMAIL_SCAN_LABELS=INBOX,IMPORTANT
GMAIL_SCAN_INTERVAL_MINUTES=30
GMAIL_VIP_SENDERS=boss@company.com,client@example.com

# 3. Add email scan cron
hermes cron add \
  --name "email-scan" \
  --schedule "*/30 8-18 * * 1-5" \
  --deliver telegram \
  --prompt "Scan Gmail for [CLIENT_NAME]. Surface only emails that \
need action or are from VIP senders. Skip newsletters and marketing. \
If nothing urgent: send nothing. Only Telegram if there's something real."
🔁
Follow-Up Tracking
Jeeves remembers who you're waiting on and nudges you
+$99/mo
standalone
Client says "I sent a proposal to Marcus — follow up in 3 days if I don't hear back." Jeeves logs it with a deadline. If no response by then, Jeeves surfaces it: "You haven't heard from Marcus — want me to draft a follow-up?" Kills the mental overhead of managing reply timing.
How to enable
# 1. Create follow-up tracking file
mkdir -p ~/.hermes/profiles/[CLIENT]/workspace
echo "# Follow-Up Tracker\n" > \
  ~/.hermes/profiles/[CLIENT]/workspace/follow-ups.md

# 2. Add daily follow-up check cron
hermes cron add \
  --name "follow-up-check" \
  --schedule "0 9 * * 1-5" \
  --deliver telegram \
  --prompt "Check follow-ups for [CLIENT_NAME]. Read \
~/.hermes/profiles/[CLIENT]/workspace/follow-ups.md. \
Surface any follow-ups where the deadline has passed. \
For each, ask if they'd like a draft response."

# 3. Add to SOUL.md:
# "When [CLIENT] says 'follow up with X in N days', log it to follow-ups.md"
✍️
Content Pipeline Assist
Drafts LinkedIn posts, emails, and messages on demand
+$149/mo
standalone
Client says "draft a LinkedIn post about the meeting I just had with the county." Jeeves writes it, in the client's voice (defined in SOUL.md), and presents it for review. Client approves or edits. Covers: LinkedIn posts, email drafts, DM replies, short-form social captions. Does NOT post automatically — always human approval first.
How to enable
# No additional toolsets required — built into base model capability
# Key: Add detailed voice/style to SOUL.md so drafts sound like the client

# Add to SOUL.md > Communication Style section:
# "When drafting content, match [CLIENT]'s voice exactly:
#  - Sentence length preference: [short/medium]
#  - Emoji use: [yes/no/minimal]
#  - Topics they post about: [LIST]
#  - Tone: [professional/conversational/etc]
#  NEVER post live. Always draft and send for approval first."

# Optional: add LinkedIn toolset if client wants scheduling
toolsets:
  - hermes-cli
  - web          # allows research-backed drafts
Tier 3
Full Machine Access
+$299–$499/mo or custom retainer
Unlocks the full V4 agent team. Best for clients who are also 16Fold marketing customers, or who need more than personal productivity — they need a real marketing machine running behind them.
⚠️
Tier 3 requires careful onboarding. Full V4 agent access means Jeeves can trigger Porter (strategy), Ogilvy (copy), Vee (social), Patel (SEO), Burnett (ads), and more. These agents are powerful. Clients at this tier need a clear brief, guardrails in SOUL.md, and Robert's direct oversight.
🤖
Full V4 Agent Access
Jeeves routes tasks to the full 13-agent marketing team
+$299/mo
base Tier 3
Client says "I need a landing page copy for my new offer." Jeeves routes to Porter (strategy), then Ogilvy (copy), then Hemingway (QA). Client gets reviewed, approved copy — not a draft. All 13 agents (Porter, Ogilvy, Vee, Schwartz, Warhol, Patel, Burnett, Eisenberg, Drucker, Covey, Hemingway, Carnegie, Scout) are accessible through their Telegram chat.
How to enable
# 1. Add n8n and supabase toolsets to profile config
toolsets:
  - hermes-cli
  - n8n           # trigger V4 agent workflows
  - supabase      # read/write client data
  - web           # research + web access

# 2. n8n keys are inherited from global ~/.hermes/.env
# 3. Add client-specific routing rules to SOUL.md:
# "When routing to V4 agents, always load [CLIENT]'s brand context first
#  from ~/.hermes/profiles/[CLIENT]/workspace/brand-context.md"

# 4. Create brand context file from client intake
nano ~/.hermes/profiles/[CLIENT]/workspace/brand-context.md
🔍
SEO Agent (Patel)
Keyword research, content briefs, and on-page recommendations via Telegram
+$149/mo
add-on to Tier 3
Client asks "what should I be writing about to rank for local HVAC searches in Columbus?" Jeeves routes to Patel (SEO agent), runs keyword research using Apollo/web tools, and delivers a priority keyword list + 3 content brief starters. Weekly SEO pulse report optional. Requires Tier 3 base
How to enable
# Requires Tier 3 base (n8n toolset active)
# Add optional weekly SEO cron:
hermes cron add \
  --name "weekly-seo-pulse" \
  --schedule "0 8 * * 1" \
  --deliver telegram \
  --prompt "Run weekly SEO pulse for [CLIENT_NAME]. \
Use Patel agent framework. Check current ranking signals for \
their top 5 keywords. Surface any quick-win opportunities. \
Deliver as a concise Monday briefing."

# Add to SOUL.md:
# "For SEO questions, invoke the Patel agent workflow via n8n"
📣
Ads Agent (Burnett)
Ad copy, audience strategy, and campaign review via Telegram
+$149/mo
add-on to Tier 3
Client drops a screenshot of their ad performance and says "why isn't this converting?" Jeeves routes to Burnett (Ads agent), analyzes the creative/copy/audience match, and returns specific recommendations — not generic advice. Also handles: new campaign drafts, A/B test ideas, budget reallocation suggestions. Requires Tier 3 base
How to enable
# Requires Tier 3 base
# Enable image input so Jeeves can analyze ad screenshots
agent:
  image_input_mode: auto    # already default, verify it's set

# Add to SOUL.md:
# "For paid ads questions, use the Burnett agent workflow.
#  Client's ad platforms: [Facebook/Google/etc]
#  Monthly budget: [AMOUNT] — never suggest over this"
📱
Social Scheduling (Vee + Postiz)
Full social content pipeline: ideate → draft → approve → schedule
+$199/mo
add-on to Tier 3
The full loop: client drops a topic or voice note, Jeeves routes to Vee (social strategy) + Ogilvy (copy) + Warhol (creative brief), produces a week of content, client approves over Telegram, and Jeeves queues it in Postiz for scheduling. Client never has to open a scheduling tool. Requires Tier 3 base + Postiz account
How to enable
# 1. Add Postiz credentials to client .env
POSTIZ_API_KEY=CLIENT_POSTIZ_API_KEY
POSTIZ_WORKSPACE_ID=CLIENT_WORKSPACE_ID

# 2. Add content pipeline to SOUL.md:
# "Content production pipeline:
#  1. Brief → Porter/Vee for strategy
#  2. Drafts → Ogilvy for copy
#  3. Review → Hemingway for QA
#  4. Approval → Telegram to [CLIENT]
#  5. Schedule → Postiz API
#  NEVER schedule without explicit approval."

# 3. Add weekly content cron (optional)
hermes cron add \
  --name "weekly-content-prompt" \
  --schedule "0 9 * * 1" \
  --deliver telegram \
  --prompt "Monday content kickoff for [CLIENT_NAME]. \
Ask what topics they want to cover this week. \
Surface 3 content angle suggestions based on their business."
Pricing Reference

Suggested Monthly Pricing

Beta pricing — adjust based on what Robert learns from Dylan and Kara. These are starting points, not gospel. Build trust first, optimize pricing later.

Core
Jeeves Starter
$297/mo
The private AI chief of staff. Telegram bot, persona voice, task capture. Always-on, always private.
✓
Dedicated Telegram bot
✓
Customized Jeeves persona
✓
Task capture & basic reminders
✓
24/7 availability
Most Popular
Tier 1
Jeeves Pro
$497/mo
Starter + the productivity layer. Morning briefing, calendar, parking lot, end-of-day. The daily rhythm.
✓
Everything in Starter
✓
Daily morning briefing
✓
Google Calendar integration
✓
Parking lot + weekly review
✓
End-of-day wrap
Tier 2
Jeeves Exec
$797/mo
Pro + comms intelligence. Gmail triage, follow-up tracking, content drafting. For executives who are always behind on messages.
✓
Everything in Pro
✓
Gmail scanning & triage
✓
Follow-up tracking
✓
Content pipeline assist
Tier 3
Jeeves + Machine
$1,497/mo
Full V4 agent access through Telegram. Best for 16Fold marketing clients who want the whole machine in their pocket.
✓
Everything in Exec
✓
Full V4 agent routing
✓
SEO + Ads agent access
✓
Social scheduling pipeline
✓
Monthly strategy session
ℹ️
Beta pricing: Dylan Mullins and Kara Groff are beta clients. Consider offering them Jeeves Pro ($497/mo equivalent) at $0 or $97/mo beta rate in exchange for structured feedback sessions every 2 weeks. Their feedback builds the product — that's worth the comp.
Quick Reference

Feature Toggle Cheat Sheet

What to change for each feature. Profile = ~/.hermes/profiles/[CLIENT]/

Feature Tier File Changed What You Add
Telegram Bot Core .env TELEGRAM_TOKEN, TELEGRAM_ALLOWED_USERS
Persona Voice Core SOUL.md Write the persona file, restart gateway
Morning Briefing T1 cron/jobs.json hermes cron add (schedule 0 8 * * 1-5)
Calendar T1 .env GOOGLE_OAUTH_TOKEN_PATH, run OAuth flow
Parking Lot T1 cron/jobs.json + SOUL.md Friday cron + parking-lot.md instruction
Email Scanning T2 .env + cron/jobs.json GMAIL_OAUTH_TOKEN_PATH + scan cron
Follow-Up Tracking T2 cron/jobs.json + SOUL.md follow-ups.md + daily check cron
Content Drafting T2 SOUL.md + config.yaml Voice rules in SOUL.md, web toolset
V4 Agent Access T3 config.yaml Add n8n, supabase toolsets
SEO Agent T3+ cron/jobs.json + SOUL.md Weekly SEO cron + Patel routing rule
Ads Agent T3+ config.yaml + SOUL.md image_input_mode: auto + Burnett routing
Social Scheduling T3+ .env + cron/jobs.json POSTIZ_API_KEY + content pipeline cron