16Fold Internal — May 2026

Jeeves Launch Plan

Six questions answered. Full architecture defined. Robert-first launch, then beta clients, then scale. Read before building anything.

Contents

  1. How Scout customization works
  2. How inbox triage connects
  3. How clients customize everything
  4. Token usage reality
  5. Jeeves vs Hermes — who does what
  6. Full system architecture
  7. Robert-first launch steps
  8. Client onboarding process
  9. The Skills Pack giveaway
  10. Installation — how it works
  11. Your cloud, your control
  12. Launch sequence

How do they customize Scout?

Scout is a monitoring and research agent. Right now it runs on a fixed schedule pulling from sources you configured. For Jeeves clients, Scout needs to be personalized per client — meaning it needs to know what industry they're in, who their competitors are, what keywords matter to them, and who they want to track.

What Scout needs per client

Industry & Niche

What space are they in? What are the relevant trade publications, subreddits, LinkedIn hashtags, and news sources for their world?

Competitor List

2–5 competitors Scout monitors. Tracks new content, pricing changes, job postings (signals of growth/pivot), and social activity.

Keyword Watch List

Terms that matter to their business. Scout surfaces anything mentioning these across news, X, Reddit, and Google Alerts equivalent.

Key People

Names Scout should track — key clients, prospects, referral partners. If they post or get mentioned, Jeeves flags it.

How customization is collected

During onboarding intake (the brand intake form), these fields are captured. They get written into the client's Scout config file — a structured JSON stored in their Hermes profile on your Mac Studio. Scout reads this file every morning before running. No client ever touches a config file — they fill out a form, you (or the automation) writes the config.

How Scout delivers to them

Scout's findings flow into the morning briefing. The client doesn't get a raw data dump — Jeeves filters Scout's output through the persona layer and surfaces only what's relevant: "Kate, two competitors posted about a new service offering this week. One is directly relevant to your top client. I've prepared a one-paragraph brief."

Scout is a premium add-on signal for the skills pack. Demo it as: "Jeeves watches your industry while you sleep." That's the hook. Don't explain the mechanics.

How is inbox triage connected?

This is the question that determines how much Jeeves actually works vs. how much the client has to do. There are three levels of connection — pick based on what the client is comfortable with at signup.

LevelWhat it meansWhat the client doesTech required
Level 1 Manual paste Client copies and pastes emails into Telegram. Jeeves triages and responds. Paste when they want help Nothing — works day one
Level 2 Gmail read access Jeeves reads their Gmail via OAuth. Morning briefing includes email summary automatically. One-time Google OAuth login Google OAuth token stored in their profile .env on Mac Studio
Level 3 Full Gmail integration Jeeves reads AND drafts. Surfaces flagged emails, prepares draft replies, sends on approval. Review + approve drafts in Telegram Gmail OAuth with send scope + approval workflow in n8n

Critical: You already have Gmail OAuth working for yourself (token at ~/.hermes/secrets/google_oauth_token.json). Each beta client needs their OWN OAuth token stored in their OWN profile directory. Tokens are never shared. One token per client profile.

Same pattern for Calendar, Slack, SMS

For beta launch: start every client at Level 1 (manual paste). Upgrade to Level 2 if they ask. This keeps the install simple and avoids OAuth debugging at 11pm.

How do clients customize everything?

Clients never touch config files, SOUL.md files, or any technical settings. All customization flows through two channels:

Channel 1 — Onboarding intake form

Collected once at signup. Covers persona choice, tone preferences, key relationships, calendar source, what's off-limits, how formal/casual they want Jeeves to be, and Scout configuration. This data gets written into their SOUL.md and Scout config by you (or automation) before launch.

Channel 2 — Teaching Jeeves directly in Telegram

After launch, clients customize by talking to Jeeves. Examples:

In practice, Jeeves captures these preferences and flags them to you via your Telegram as a config change request. You review and apply. This keeps you in control of every client's configuration — no client can accidentally break their own setup by typing the wrong thing.

The customization dashboard (Phase 2)

Longer term, the Control Center dashboard lets clients manage their own settings visually — permission toggles, persona switch, Scout keywords, briefing time. That's not for beta. For beta: everything goes through Telegram → Robert → config update.

Token usage — what does it actually cost?

Yes. Every Jeeves interaction burns tokens. This is the economics you need to understand before pricing.

ActivityTokens per runModelEst. cost
Morning briefing~15–25K input + 2K outputSonnet 4.6~$0.08–0.15/day
Single Telegram message response~3–8K input + 500 outputSonnet 4.6~$0.01–0.03
Email triage (10 emails)~20K input + 3K outputSonnet 4.6~$0.10–0.15
Scout daily run~30–50K input + 5K outputSonnet 4.6~$0.20–0.35
Meeting brief~5K input + 1K outputSonnet 4.6~$0.02–0.04

Per-client monthly estimate

An active Jeeves client using morning briefing + 10 Telegram messages/day + Scout + occasional triage: approximately $8–18/month in API costs at current Sonnet 4.6 pricing. At $500/mo per client, your margin is excellent.

Cost control rules (critical)

At scale with 20 clients: ~$200–360/mo in API costs against $10,000/mo revenue. 96–98% gross margin on the API layer. The cost is negligible. The risk is runaway loops, not normal usage.

Jeeves vs Hermes — who does what, and do you keep using Hermes?

This is the most important architectural question. The answer is: yes, you keep using Hermes. Jeeves is a separate profile that runs on the same Hermes engine.

The relationship

Hermes (default profile) = Your internal orchestrator

This is what you're using right now. It knows your business, your clients, your agents, your vault. It runs 14 V4 agents, manages cron jobs, handles your personal operations. You talk to it via Telegram at @crabtreehermes_bot. It never talks to your customers.

Jeeves (separate profile per client) = Customer-facing chief of staff

Each beta client gets their own Hermes profile running with a Jeeves persona SOUL.md. Their profile has its own Telegram bot, its own config, its own memory. When a client texts their Jeeves bot, the request goes to that profile's gateway — which runs on your Mac Studio, through your Anthropic account, and routes to your V4 agents if they have the add-on module. The client never sees Hermes. They see Jeeves (or Kate, Winston, Leora, Ben).

The flow diagram

Your daily life: You → @crabtreehermes_bot → Hermes default profile → V4 agents / your ops

Client's daily life: Client → their Jeeves bot → their Hermes profile → (if add-on active) → V4 agents → result back through Jeeves persona

Where you manage them: You → Hermes default → "update Dylan's Jeeves config" → Hermes writes to Dylan's profile files → Dylan's experience changes

What each profile contains

Security: Each client's profile is isolated. Dylan's OAuth tokens, memory, and config cannot be accessed by Kara's profile. They run in separate directories with separate gateway processes on separate ports. You control all of it from Mac Studio.

Full architecture — how it all fits together

Mac Studio (your server — always on, always running)
└── Hermes default profile (your orchestrator — port 8642)
└── Hermes jeeves-robert profile (your own Jeeves — test instance, port 8643)
└── Hermes jeeves-dylan profile (Dylan's Jeeves — port 8644)
└── Hermes jeeves-kara profile (Kara's Jeeves — port 8645)
└── [each new client adds a profile + port]

Cloudflare Tunnel (crabtree-command-center)
└── command.crabtreemarketing.com → port 3000 (your workspace UI)
└── hermes-api.crabtreemarketing.com → port 8642 (your orchestrator API)
└── [client APIs stay internal — clients connect via Telegram only, never direct API]

Telegram
└── @crabtreehermes_bot → your default profile (your operations)
└── @jeeves_robert_bot → jeeves-robert profile (your test instance)
└── @dylan_jeeves_bot → jeeves-dylan profile (Dylan's instance)
└── @kara_jeeves_bot → jeeves-kara profile (Kara's instance)

Supabase (ixfaxcfqunpgrlmdlava)
└── jeeves_clients table — client registry, feature flags, onboarding status
└── friday_leads table — event lead capture
└── All client memory and session data (optional — can stay local per profile)

Feature flags — how add-ons are gated

The jeeves_clients Supabase table has a features_enabled JSONB column. Every time a client's Jeeves receives a request, the SOUL.md instructs it to check this flag before routing to V4 agents. Base tier clients get chief-of-staff only. Add-on clients get marketing/content/design agents.

Example features_enabled field

{"morning_briefing": true, "scout": false, "inbox_triage": true, "content_pipeline": false, "ads_agent": false, "seo_agent": false}

You flip a switch in Supabase → client's next Jeeves interaction reflects the new capability. No code deploy. No restart. Instant.

Robert-first launch — exact steps

You cannot demo or sell something you haven't lived with. Stand this up for yourself first. Target: running by tomorrow morning.

1
Create a new Telegram bot

Open Telegram → @BotFather → /newbot → name it "Jeeves" → username like @robert_jeeves_bot. Save the token.

2
Create your Jeeves profile

On Mac Studio: hermes profile create jeeves-robert. This creates ~/.hermes/profiles/jeeves-robert/ with its own config, .env, and memory directories.

3
Configure the profile

Edit ~/.hermes/profiles/jeeves-robert/.env — add the bot token. Set TELEGRAM_BOT_TOKEN, TELEGRAM_HOME_CHANNEL (your Telegram user ID: 6722461724). Copy your existing Gmail OAuth token into this profile's secrets directory.

4
Write your SOUL.md

Choose your persona (which one? Jeeves, Kate, Winston, Leora, or Ben — you need to pick). Write the SOUL with your real context: your schedule, your key people, your calendar source, your off-limits topics, how you want your morning briefing structured.

5
Start the gateway

hermes --profile jeeves-robert gateway run as a background process. Wire it to a LaunchAgent so it restarts on reboot. Assign it a port (8643 — one above your default).

6
Test it

Text your new bot. Say "Good morning." Jeeves should respond in your chosen persona. Then say "What's on my calendar today?" — Jeeves should read your Google Calendar and respond. That's the baseline working.

7
Set up the morning briefing cron

Create a cron job on the jeeves-robert profile: runs 7AM daily, pulls calendar + email + Scout output, delivers via the jeeves-robert Telegram bot. This is what you wake up to every morning before Friday.

Before Friday you need: 2–3 days of living with Jeeves. When someone asks "what's it like?" you need a real answer from real experience, not a demo script.

Client onboarding — full process

Step 1 — Lead capture (Friday event)

Attendee scans QR code → fills out friday-lead-capture form → gets Skills Pack instantly → you get Telegram ping → row created in friday_leads table. If they checked beta interest, they're in the queue.

Step 2 — Beta agreement

Within 24 hours: send them to 16fold-beta-agreement.pages.dev. They sign. Signature captured in Supabase. You get a Telegram ping. They are now an official beta tester.

Step 3 — Brand intake call (30 min)

You or a team member hops on a 30-minute Zoom. Walk through the intake form together. Capture: persona choice, key people, calendar/email sources, Scout keywords, competitors, what they want Jeeves to handle, what's off-limits, tone preferences. Log everything to their jeeves_clients Supabase row.

Step 4 — You build their profile (Robert-controlled, 20 min)

A
Create BotFather bot for them

New bot, named after their persona (e.g. "Jeeves for Dylan"). Save the token.

B
Create their Hermes profile

hermes profile create jeeves-[clientname]. Wire their bot token. Set their Telegram chat ID.

C
Generate their SOUL.md

Merge their intake form answers into the SOUL template. Their persona, their key people, their preferences, their feature flags. This is the client's entire "brain" for Jeeves.

D
Start their gateway

Launch their profile gateway on Mac Studio. Wire LaunchAgent for auto-restart. Assign a unique port.

E
Send them the bot link

One Telegram link: t.me/[their_bot_username]. That is the only thing they need. No app. No login. No install. They tap the link, text Jeeves, it works.

Step 5 — Go-live message

Jeeves sends them an automatic welcome message the moment they text the bot for the first time. "Good morning. I'm Jeeves — your chief of staff. I've already reviewed your onboarding notes and I know what matters to you. Ask me anything, or say 'morning briefing' to see what your day looks like." That's the buyer's remorse killer.

Step 6 — 7-day check-in

One week in, you (Robert) personally texts them: "How's Jeeves working for you? Anything you want adjusted?" This is the retention moment. It's also where you learn what the next version needs.

The Jeeves Skills Pack — what it actually is

Not a prompt sheet. A demonstration of what Jeeves does for them — in Jeeves's voice, with real examples of output. The reader experiences what it feels like to have a chief of staff, even before they sign up.

Recommended bundle (4 skills)

🌅 Morning Briefing

Show a sample morning briefing output. Real format. Real voice. "Here's what Jeeves delivered to one client at 7:02AM." Ends with: "This runs automatically every morning. You wake up knowing exactly what the day requires."

🔭 Scout

Show a sample Scout report — industry news, competitor move, key contact posted something. "Jeeves watched your industry overnight. Here's what he found." Ends with: "Scout runs every night. You never have to search for what matters."

📋 Meeting Brief

Show a sample 60-second meeting prep. Client name, their situation, what they want, one risk to watch for. "Jeeves drops this 10 minutes before every call." Ends with: "Never walk into a meeting unprepared again."

📬 Follow-Up Tracker

Show a sample follow-up alert. "You told Mike you'd send the proposal by Friday. It's Thursday 4PM." Ends with: "Jeeves watches every commitment you make. Nothing falls through."

Each skill card shows real example output — not a description of what it does. The format is: what Jeeves actually said to a client, with their name and situation redacted. Attendees read it and feel the gap in their own life immediately.

The upgrade hook (baked into every skill)

Every skill card ends with a gray box: "This is one of four capabilities included in Jeeves base. When you add the 16Fold Marketing Module, Jeeves also manages your content pipeline, runs your ads, and handles your SEO — all reported through your morning briefing."

The Skills Pack is NOT a lead magnet for DIYers. It's a proof-of-concept for buyers. Design it like a premium product leave-behind, not a free download. It should feel like something that costs money.

How "installation" works — and why it's your advantage

There is no installation. That's the product.

Every competitor in this space requires the client to install software, configure APIs, manage API keys, update apps, or maintain infrastructure. Jeeves requires none of that. The client taps one Telegram link. That's it.

What happens on their device

Everything else — the AI, the memory, the calendar integration, the Scout monitoring, the morning briefing — runs on your Mac Studio in your office. They don't host it. They don't maintain it. They don't update it. They text it.

What stays on your infrastructure

This is your moat. If they stop paying, you suspend their gateway. Jeeves goes silent. The SOUL.md, the memory, the configured Scout keywords, the trained preferences — none of it transfers. They can't download "their Jeeves" and run it somewhere else because Jeeves isn't an app. It's a service running on your hardware. Stop paying = stop service. This is exactly how Salesforce, HubSpot, and every other SaaS product works.

What a client CAN take with them

Their data — emails, calendar events, documents — those were always theirs. Their Telegram message history. Nothing proprietary. You're not holding their data hostage — you're holding your infrastructure and your trained AI configuration. That's the product. That's yours.

Maintaining control — IP protection and non-payment

What you own and protect

Non-payment enforcement

1
Payment missed

Stripe (or manual) billing fails. Automation flags it in jeeves_clients Supabase table: payment_status = 'overdue'.

2
Grace period (3 days)

Jeeves automatically tells the client: "I noticed your account has a billing issue. I'll continue working for the next 72 hours while you sort it out. [billing link]"

3
Suspension

After grace period: hermes --profile jeeves-[client] gateway stop. Their bot goes silent. You get a Telegram confirmation. Their data stays on your Mac Studio but they cannot access Jeeves.

4
Reactivation

Payment received → flip payment_status back to 'active' → hermes --profile jeeves-[client] gateway run → Jeeves comes back with full memory intact. They don't lose anything except the time Jeeves was offline.

IP protection rules

Launch sequence — what happens when

WhenWhatWho does it
TonightRobert picks his Jeeves persona. Hermes writes his SOUL.md draft.Robert + Hermes
Tomorrow AMjeeves-robert profile created, gateway running, Robert texts his own Jeeves for the first time.Hermes builds it
Wed–ThuRobert lives with Jeeves. Morning briefing. Tests inbox triage. Refines SOUL.md based on real experience.Robert (testing)
ThursdayFriday lead capture page live. Skills Pack deployed. QR code generated. Presentation finalized.Hermes builds it
Friday eventPresent 16Fold. Demo live Jeeves. Collect leads via QR code. Beta interest captured in Supabase.Robert presents
Friday PMTelegram ping for every lead captured. Review beta interest signups.Automated
WeekendIntake calls with Dylan + Kara (existing beta testers). Build their profiles. Go live.Robert + Hermes
Next weekFriday event leads get follow-up email. Beta interest → intake call booked. New beta clients onboarded.Robert + automation

The one decision needed tonight

Everything above can be built. But nothing moves until you answer one question:

Which persona do you want for your own Jeeves instance?

Jeeves (formal British chief of staff) / Kate (sharp and decisive) / Winston (witty chaos-handler) / Leora (quiet pattern recognizer) / Ben (loyal and encouraging). Pick one. Hermes builds your SOUL.md tonight. You wake up to a working Jeeves tomorrow.