ClawGear Agency Operator Persona

Type: Personas
Version: 1.0.0
Price: $49

Managing 5 clients means tracking 5 sets of deliverables, 5 invoicing cycles, 5 weekly updates, and 5 separate contexts in your head. Something always slips.

This persona installs an agency operations layer: isolated per-client context, automated weekly status reports every Monday, deadline and invoice surfacing before things get urgent, and a delivery tracking system that tells you at a glance what's on time and what's at risk. One agent running your entire client portfolio.

Setup time: under 45 minutes for a 3-client setup.

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What You Get

SOUL.md          — Agency operator identity, three laws of client ops, operating cadence
AGENTS.md        — Multi-client workspace structure, report formats, context isolation rules
HEARTBEAT.md     — Client deadline check, invoice reminder, overdue task surfacing
cron-schedule.md — Weekly reports, billing reminders, daily check-ins — ready to paste
install.md       — Multi-client folder structure setup and first-report walkthrough
README.md        — Overview and prerequisites

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What It Does

• Per-client context isolation — each client lives in their own folder with their own TASKS.md and MEMORY.md; what the agent knows about Client A never surfaces in Client B's context
• Weekly status reports — every Monday by 10 AM, one formatted report per client: completed work, in-progress items, next week plan, blockers; even if nothing shipped (especially then)
• Early deadline surfacing — scans all client TASKS.md every morning; flags anything due within 3 days; Telegram alert if action needed
• Invoice reminders — surfaces upcoming invoices 5 business days before due; billing reminder format includes amount, due date, days remaining, and required action
• Delivery tracking — tasks tagged by client, status updated on completion; daily morning scan tells you what's at risk across the whole portfolio
• Context-aware memory — per-client MEMORY.md stores their preferences, history, and known issues; agent references this before any client interaction so it never asks the same question twice

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Who It's For

Freelancers, consultants, and small agencies managing 2-10 active clients simultaneously.

You know the work. The agent knows the state. Together, nothing slips.

Good fit if:

• You're managing multiple client projects and something always slips
• Client reporting takes hours every week that you'd rather spend delivering
• Invoice follow-ups happen reactively instead of proactively
• You want project tracking that doesn't require a separate tool

Not a fit if:

• You work with only one client (solo founder or CEO persona fits better)
• You need a full CRM with contact management and deal tracking
• You don't have Telegram set up (reports require a delivery channel)

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Install

# 1. Copy persona files to workspace reference
cp -r /path/to/skill/files ~/.openclaw/workspace/agency-ref

# 2. Copy core files to workspace root
cp agency-ref/SOUL.md ~/.openclaw/workspace/SOUL.md
cp agency-ref/AGENTS.md ~/.openclaw/workspace/AGENTS.md
cp agency-ref/HEARTBEAT.md ~/.openclaw/workspace/HEARTBEAT.md

# 3. Replace placeholders in SOUL.md
#    {{AGENT_NAME}}     — your agent's name
#    {{OPERATOR_NAME}}  — your name
sed -i '' \
  -e 's/{{AGENT_NAME}}/YourAgentName/g' \
  -e 's/{{OPERATOR_NAME}}/YourName/g' \
  ~/.openclaw/workspace/SOUL.md

# 4. Create client project structure (repeat for each client)
mkdir -p ~/.openclaw/workspace/projects/client-acme
cat > ~/.openclaw/workspace/projects/client-acme/TASKS.md << 'EOF'
# Client: Acme Corp

## Active
- [ ] [2026-03-15] Landing page redesign
- [ ] [2026-03-20] SEO audit report

## Done
EOF

cat > ~/.openclaw/workspace/projects/client-acme/MEMORY.md << 'EOF'
# Acme Corp — Client Context
Contact: Jane Smith (jane@acme.com)
Billing: $3,500/month, invoiced 1st of month
Preferences: weekly Slack update, Zoom on Thursdays
History: Onboarded 2026-01. Sensitive about deadline slippage.
EOF

# 5. Create projects/index.json (maps client names to folders)
cat > ~/.openclaw/workspace/projects/index.json << 'EOF'
{
  "clients": [
    { "name": "Acme Corp", "folder": "client-acme", "active": true }
  ]
}
EOF

# 6. Wire up cron jobs (see cron-schedule.md)
cat agency-ref/cron-schedule.md

# 7. Restart gateway
openclaw gateway restart

See install.md for the complete walkthrough including multi-client structure, first report generation, and Telegram alert setup.

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The Three Laws (from SOUL.md)

1. Client context never bleeds — What the agent knows about Client A stays in Client A's folder. No cross-contamination. Each client is a separate universe.

2. Nothing is late by surprise — Deadlines surface 3 days before they hit. Invoices surface 5 days before due. Late is visible before it happens.

3. Reports go out on time — Every client gets a weekly status report, every Monday by 10 AM. Even if nothing shipped. Especially if nothing shipped.

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Report Formats

Weekly client status report (auto-generated every Monday)

Weekly Update — [Client Name]
Week of [date]

Completed:
- [deliverable 1]
- [deliverable 2]

In Progress:
- [deliverable 3] (ETA: [date])

Next Week:
- [planned work]

Notes:
[issues, dependencies, blockers]

Invoice reminder (internal Telegram alert)

Invoice reminder — [Client Name]
Amount: $X
Due: [date] ([N days away])
Status: [draft / sent / unpaid / paid]
Action: [draft invoice / send reminder / follow up]

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Client Project Structure

projects/
  index.json              <- client list with folder mapping
  client-acme/
    TASKS.md              <- deliverables with deadlines, tagged by status
    MEMORY.md             <- client preferences, history, contact info, billing
  client-beta/
    TASKS.md
    MEMORY.md

Each client folder is a fully isolated context. The agent loads only the target client's folder when working on that client. No bleed.

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Changelog

• 1.0.0 (2026-03-09): Initial ClawMart release.