The Operating System

From Lead to Enrolled Student

A 7-phase acquisition engine. Agent runs autonomously through 5 phases. Human steps in only at consultation booking and final close. Everything else is automated, tracked, and documented.

01
🎯
Attract
AGENT
02
🪝
Capture
AGENT
03
⚖️
Qualify
AGENT
04
🔄
Nurture
AGENT
05
🤝
Consult
HUMAN
06
✍️
Close
HUMAN
07
🎓
Transform
AGENT
🎯
Phase 01 — Attract
Landing pages, ads, content, SEO — generate inbound interest
AGENT AUTONOMOUS
What Agent Does
  • Deploys landing pages (Astro + Tailwind)
  • Writes ad copy for Meta, Google, TikTok
  • Creates SEO content and blog posts
  • Builds lead magnets (reports, guides)
  • A/B tests headlines and CTAs
Tools Used
  • GitHub (deploy to VPS)
  • Caddy (reverse proxy + SSL)
  • Plausible (analytics tracking)
  • Canva / Figma (creative assets)
  • Google Ads / Meta Ads Manager
Files Read
  • missions/{mission}/battle-card.md
  • missions/{mission}/ad-creative-brief.md
  • missions/{mission}/landing/
  • SOUL.md (brand voice)
  • USER.md (Dali's context)
Expected Output
Visitors → Tracked via Plausible. Leads → Form submissions captured in Chatwoot + EspoCRM. Cost per lead → Optimized through A/B testing. Agent reports weekly: "X visitors, Y leads, Z cost per lead."
🪝
Phase 02 — Capture
Forms, chat, calendar, CRM intake — collect and store lead data
AGENT AUTONOMOUS
What Agent Does
  • Configures Chatwoot chat widget on all sites
  • Builds intake forms (EspoCRM custom fields)
  • Sets up Cal.com embed for booking
  • Creates CRM lead records automatically
  • Validates phone/email with regex + API
Tools Used
  • Chatwoot (live chat + inbox)
  • EspoCRM (lead database)
  • ActivePieces (form → CRM automation)
  • Cal.com (scheduling widget)
  • MinIO (form attachment storage)
Files Read
  • missions/{mission}/crm-schema/
  • missions/{mission}/n8n-workflows/
  • AGENT-SPRINT-TEMPLATE.md
Expected Output
Lead record → Created in EspoCRM with: name, email, phone, company, role, interest level, source URL, timestamp. Chat transcript → Logged in Chatwoot. Booking intent → Flagged for Phase 5 review.
⚖️
Phase 03 — Qualify
Scoring, segmentation, enrichment — separate hot leads from cold
AGENT AUTONOMOUS
What Agent Does
  • Scores leads by engagement (page views, time on site)
  • Segments by company size, region, role
  • Enriches with LinkedIn / Clearbit data
  • Flags B2B vs B2C intent
  • Calculates lead score 0-100
Tools Used
  • ActivePieces (scoring workflow)
  • Plausible (behavioral data)
  • EspoCRM (lead tags + custom fields)
  • LinkedIn API (enrichment)
  • PostHog (funnel analysis)
Files Read
  • missions/{mission}/anchor-employers.csv
  • missions/{mission}/objection-playbook.md
  • AGENT-OPERATIONS.md
Expected Output
Lead score → 0-100 with breakdown (engagement 40, company fit 30, role relevance 30). Segment → "Hot B2B — Aramco Engineer — Score 78". Action → Hot leads → Phase 4 nurture. Warm leads → Extended nurture. Cold → Archive with 90-day re-engagement.
🔄
Phase 04 — Nurture
ActivePieces workflows, email, WhatsApp — warm leads until ready
AGENT AUTONOMOUS
What Agent Does
  • Builds multi-touch nurture sequences
  • Drafts personalized emails (120 templates)
  • Sends WhatsApp follow-ups (when API ready)
  • Tracks opens, clicks, replies
  • Escalates to human when lead replies
Tools Used
  • ActivePieces (workflow engine)
  • EspoCRM (activity tracking)
  • Chatwoot (inbound response)
  • WhatsApp Business API (when unblocked)
  • n8n (legacy workflows)
Files Read
  • missions/{mission}/message-templates.md
  • missions/{mission}/objection-playbook.md
  • missions/{mission}/info-session-script.md
  • HUMAN-GATES.md (escalation rules)
Expected Output
Touchpoints delivered → 5-7 emails over 14 days + 2 WhatsApp nudges. Engagement score → Updated in CRM. Booking signal → When lead clicks "Book Consultation" or replies to email, trigger Phase 5 human gate.
🤝
Phase 05 — Consult
Cal.com booking, pre-consult prep, human-led call
🚪 HUMAN GATE
What Agent Does (Before Gate)
  • Prepares lead dossier (full profile, pain points)
  • Suggests 3 Cal.com time slots
  • Drafts pre-consult email in lead's language
  • Researches lead's company context
Tools Used
  • Cal.com (scheduling)
  • EspoCRM (dossier + history)
  • Chatwoot (pre-consult chat)
  • Google Meet / Zoom (call platform)
Expected Output
Lead dossier → One-page summary: who they are, what they want, what to say. Booking → Confirmed Cal.com slot. Prep → Objection playbook open, pricing ready, program details loaded.
🚪 HUMAN DECISION REQUIRED — Consultation Booking
APPROVE
Book consultation. Send confirmation. Calendar invite created.
MODIFY
Change time slots, add notes, cc team member, send custom message.
REJECT
Disqualify lead. Document reason. Send polite decline with alternative.
PASS
Not ready yet. Extend nurture by 7 days with new sequence.
✍️
Phase 06 — Close
MOU signing, payment, enrollment — the finish line
🚪 HUMAN GATE
What Agent Does (Before Gate)
  • Prepares enrollment agreement / MOU
  • Calculates pricing (standard vs custom)
  • Generates payment link / invoice
  • Sets up student portal credentials
  • Drafts follow-up sequence if delayed
Tools Used
  • EspoCRM (deal tracking)
  • ActivePieces (enrollment workflow)
  • MinIO (document storage)
  • WhatsApp / Email (final nudge)
Files Read
  • missions/{mission}/mou-template.md
  • missions/{mission}/battle-card.md (pricing)
  • HUMAN-GATES.md (authority rules)
🚪 HUMAN DECISION REQUIRED — Final Close
APPROVE
Send final docs. Process payment. Enroll student. Welcome sequence triggered.
CONDITIONAL
Payment plan. Deferral. Partial scholarship. Custom terms.
REJECT
Lost deal. Document why. Note competitor. 30-day follow-up scheduled.
FOLLOW-UP
Not ready. Keep warm with content. Re-engage in 30 days.
🎓
Phase 07 — Transform
Onboarding, community, alumni — turn student into advocate
AGENT AUTONOMOUS
What Agent Does
  • Sends onboarding sequence (week 1-4)
  • Creates student Slack/Discord invite
  • Tracks progress and engagement
  • Requests testimonial at graduation
  • Alumni nurture for referrals
Tools Used
  • ActivePieces (onboarding workflow)
  • EspoCRM (student lifecycle)
  • Chatwoot (student support)
  • Plausible (portal engagement)
Expected Output
Student onboarded → Portal active, community joined, Week 1 materials delivered. Advocate created → Testimonial collected, referral program activated. Alumni → Annual check-in, new program announcements, upsell opportunities.

Run This Playbook

The exact sequence to deploy this acquisition machine for any new mission.

1
Create Claw
Spawn an agent with OpenClaw. Give it this workspace as its home directory.
2
Give Tools
GitHub push/pull. Docker compose. SSH to VPS. Web fetch. Message notify.
3
Point to Files
SOUL.md, STATE.md, AGENT-BOOT.md, HUMAN-GATES.md, AUDIT.md.
4
Agent Executes
Autonomous through Attract→Capture→Qualify→Nurture. Updates STATE.md. Pushes to GitHub.
5
Human Reviews
At Consult gate and Close gate only. Approve, modify, reject, or pass.
6
Get Results
Closed deal → enrollment. Follow-up → re-engagement. Pass → archive.

Files the Agent Reads

SOUL.md
Who the agent is. Identity, tone, boundaries. Read first, every session.
REQUIRED
USER.md
Who Dali is. Preferences, communication style, mission context.
REQUIRED
STATE.md
What to build. Mission tracker, sprint status, blockers. Source of truth.
REQUIRED
AGENT-BOOT.md
How to start. 10-minute onboarding for any new agent.
REQUIRED
AGENT-SPRINT-TEMPLATE.md
How to execute. Sprint template with sections, acceptance criteria.
REQUIRED
HUMAN-GATES.md
When to escalate. Decision matrix for consultation, pricing, close.
REQUIRED
AUDIT.md
What's broken. Security issues, infrastructure debt, fixes needed.
RECOMMENDED
AGENT-BLOCKER-PROTOCOL.md
How to handle blockers. Decision tree for credential, legal, budget, technical.
RECOMMENDED
AGENT-COMMUNICATION.md
How to talk to humans. Terse updates, no ceremony, deliver URLs.
RECOMMENDED

Expected Results

✅
CLOSED
Signed contract. Payment processed. Student enrolled in Cohort 1. Welcome sequence triggered. Portal credentials sent.
📅
FOLLOW-UP
Qualified lead. Scheduled consultation. Objection handled. Pricing discussed. 30-day re-engagement sequence active.
📦
ARCHIVED
Disqualified lead. Reason documented (budget, timing, competitor). 90-day re-engagement queued. No further agent action.