Your AI command center, Dustin & Mike.
This is where your team levels up — on both halves of the stack. Claude for the thinking. Jarvis for the execution. Lessons, prompts, quizzes, security documentation, and the exact step-by-step to deploy your own. Start anywhere.
The 90-second overview
Start Here
What changed in AI — while you were running the business.
If the last time you really looked at AI was 90 days ago, you missed a generational jump. Not incremental. Generational. Here's the honest rundown of what's actually new and why it matters for Shingle Hero and D2 Design Co — right now, not someday.
Why this matters for you specifically
Mike — 90 days ago, AI was impressive party-trick technology. Today, it's infrastructure. Companies that integrated it into their ops are running leaner and moving faster. The dealer network we're trying to scale? The proposal workflow we keep rebuilding? The dealer onboarding binder nobody reads? All of that gets compressed by 10x when we deploy this right.
Dustin already knows — you've been living in it. The goal of this portal is to get the rest of the team to the same level, fast, and with enough documentation to show our people, our partners, and our dealers exactly how we're doing it and why it's safe.
Your 24/7 AI Operations Manager.
Claude is the brain. Jarvis is the ops manager. While you're off the clock, Jarvis is handling morning inspections, end-of-day closeouts, upsell tracking, reward points, crew notifications, and media uploads — on a private server you own, at ops.krystalkleanexterior.com.
Jarvis doesn't sleep. Jarvis doesn't forget. Jarvis doesn't take sick days.
Built on the OpenClaw open-source AI platform, Jarvis runs 24/7 on Hostinger VPS srv1396090 (Ubuntu 24.04) and quietly executes the operational work that used to eat hours of human attention. Morning crew check-in? Jarvis handles it. End-of-day closeout report? Jarvis compiles it. A $10K upsell opportunity flagged mid-job? Jarvis routes it, tracks it, and notifies the right person. This is the difference between an AI assistant and an AI operations manager.
What Jarvis actually runs — right now
Morning Truck Inspections
Drivers submit daily truck inspections; Jarvis logs them, flags issues, and alerts fleet lead if anything's out of spec.
End-of-Day Closeouts
Each crew submits their EOD. Jarvis reconciles jobs, hours, materials, photos, and invoices into a single end-of-day report.
Upsell Simulator (up to $10K)
Technicians walk through prompted upsell paths in-app — Jarvis models revenue, logs conversions, and surfaces repeatable playbooks.
Chem Lab Tracking
Roof-rejuvenation mix ratios and field notes logged per job. Jarvis tracks batches, dilution math, and supply levels.
Reward Points System
Crew performance (quality, upsells, punctuality, reviews) feeds an internal points ledger. Jarvis scores, ranks, and reports weekly.
Media Center Uploads
Before/after photos, video, and job site content captured in the field auto-filed to the right project folder for marketing.
Mailgun Notifications
Transactional email — EOD reports, customer follow-ups, dealer alerts, escalations — all automated through Mailgun API.
HousecallPro Dispatch
Jobs routed and auto-dispatched to the right crew (Shadeed's or Tavis's team) via HousecallPro API integration.
Referral Swarm Integration
Chrome extension scanning 619 Facebook groups every 13 minutes for new leads — Jarvis ingests, scores, and routes the best ones to sales.
The Claude + Jarvis split
They're not competitors. They're a team. Claude handles strategy, writing, analysis, creative — the cognitive work you'd give a sharp chief of staff. Jarvis handles execution, monitoring, scheduled jobs, integrations, and data capture — the operational work you'd give a 24/7 ops manager. Use them together.
Claude
Your Brain- Strategic thinking, analysis, proposals, creative
- You drive it conversationally, on demand
- Long-form reasoning, vision, document drafting
- Lives in the Claude desktop app + Cowork mode
- Opus 4.7 model, 1M context window
Jarvis
24/7 Ops Manager- Operations, monitoring, scheduled automations
- Runs autonomously on your private VPS
- Integrates your tools: HousecallPro, Mailgun, Stripe
- Built on OpenClaw — you own the code
- Dashboards at ops.krystalkleanexterior.com
How to talk to Jarvis — the Task Block format
When you want Jarvis to run something automated, use this structured task block. It's the format Jarvis is trained to parse. Drop it in any Claude conversation when you want a workflow handed off to Jarvis for execution.
Copy the block, fill in the fields, paste into a Claude conversation or directly into the ops dashboard's Jarvis panel. Priority levels — Low, Normal, High, Critical — control queue ordering and notification behavior. Critical tasks page on-call; low-priority tasks run off-peak.
A peek at the Jarvis dashboard
A synthesized snapshot of what ops.krystalkleanexterior.com looks like on any given day. Live KPIs from HousecallPro, the Jarvis task queue with priority dots, and the week's revenue pattern — all on a server only your team can see.
Why this matters
The reason most small businesses never scale past the owner's personal bandwidth is that operations demand constant attention — phones ring at 6 AM, reports are due at 10 PM, something always needs a human. Jarvis doesn't eliminate the humans. It eliminates the overnight-and-weekend babysitting. The same infrastructure running ops.krystalkleanexterior.com is the template we'll use for Shingle Hero's dealer network, Brothers Homestead's ecommerce flow, and D2 Design Co's project pipelines.
One ops manager that never quits. Runs on a $10/month server. Scales to every business you run.
OpenClaw: you own the code. You own the data.
OpenClaw is the open-source AI agent platform exploding across GitHub in 2026 — the framework Jarvis is built on. It runs on your VPS, uses whichever LLM you prefer (Claude, GPT, DeepSeek, local models), and keeps every byte of your configuration and interaction history on infrastructure you control. No corporate data harvesting. No SaaS subscription for the core platform. Your AI, your rules.
The entire open-source AI ecosystem just went mainstream.
For years, "AI tools" meant $30–$500/month SaaS subscriptions, your data sitting in someone else's cloud, and a roadmap you had no say in. That changed. In 2026, there are hundreds of self-hostable open-source AI tools — assistants, CRMs, marketing automation, monitoring, analytics, lead gen, vision pipelines — all deployable to a $10/month VPS. Not demos. Production-grade. Being pushed to GitHub at record speed by developers who'd rather give it away than sell a SaaS.
What you'd otherwise be paying for
SaaS stack (the old way)
Renting- HubSpot / Salesforce for CRM · $50+
- Zapier for automations · $30+
- Intercom / HelpScout for support · $50+
- AI assistant seats (ChatGPT/Claude) · $20+
- Email marketing platform · $30+
- Data lives in their cloud — they keep the logs
- Rate limits, feature gates, surprise price hikes
Self-hosted stack (the new way)
Owning- OpenClaw + Jarvis — AI agents
- n8n / Activepieces — automation
- Chatwoot / Papercups — customer support
- Cal.com — scheduling
- Listmonk / Mailgun — email
- Plausible / Umami — analytics
- You own the data. You own the code. No caps.
The KK Hardened Install
OpenClaw is powerful but unforgiving — a sloppy install leaves you with an exposed instance on the public internet, a runaway API bill, or a compromised skill registry. Tens of thousands of insecure installs are sitting open right now, and security researchers have cataloged real attacks that inject malware into skills and persistent memory files. Most public tutorials skip the security layer entirely. We didn't.
The KK Hardened Install is the install we battle-tested in production at ops.krystalkleanexterior.com, then wrote down so the rest of the team can reproduce it. Every step is explicit: SSH key authentication, sudo access controls, UFW firewall rules, Let's Encrypt SSL via Nginx, API cost caps from day one, PM2 for process supervision, encrypted nightly backups, and a run-through of every config file we touched. No mystery commands, no "trust me bro" shortcuts.
The install guide is a single downloadable document that takes a fresh Ubuntu 24.04 VPS to a locked-down production Jarvis node in about 90 minutes.
What's in the open-source ecosystem right now
AI Agents
OpenClaw, AutoGen, CrewAI — autonomous workflows
CRMs
Twenty, EspoCRM, SuiteCRM — full relationship systems
Automation
n8n, Activepieces — visual workflows, 500+ integrations
Support
Chatwoot, Papercups — inbox, live chat, routing
Analytics
Plausible, Umami, Matomo — privacy-first, self-hosted
Listmonk, Mautic — newsletters, drip campaigns
Scheduling
Cal.com — Calendly replacement, white-labelable
Lead Gen
Referral Swarm-style scrapers, scrape-first toolkits
Monitoring
Uptime Kuma, Grafana — server + business dashboards
Local LLMs
Ollama, LocalAI — run models entirely on your hardware
File Storage
Nextcloud — self-hosted Dropbox + Google Drive
Secrets
Vaultwarden, Infisical — password + API key vaults
The honest tradeoff
Self-hosting isn't free. It costs time — setup, maintenance, upgrades — and it requires somebody on the team who knows the terminal. The payoff is independence: no monthly bill inflation, no vendor deciding your data's fate, no "feature moved to the Enterprise tier". For the roofing, design, and ecommerce businesses we run, the math already flipped. One VPS replaces six SaaS bills. And when the community ships something new, we pull the update and keep going.
This is why the portal you're reading covers both: Claude for the thinking you want a world-class model for, and OpenClaw/Jarvis for the infrastructure you want to fully own.
Five steps to your own Jarvis. Hit them in order.
Everything below reflects exactly how we deployed ops.krystalkleanexterior.com. The same infrastructure, the same security posture, the same integrations. If you can follow a recipe, you can ship this.
You need one cloud machine running 24/7 — we use Hostinger VPS srv1396090 (Ubuntu 24.04, IP 187.77.205.102). Pick Ubuntu 24.04 LTS, minimum 4GB RAM, SSD storage, a datacenter close to your users. Provisioning takes about two minutes. When it's done, the provider emails you the IP address and root password.
Why Hostinger? Cheap (around $10/month), reliable enough for production workloads, and their KVM VPS tier gives you full root access — which is what you need for OpenClaw. Any solid provider works (Hetzner, DigitalOcean, Vultr); this is just what we've vetted.
Pair it with Tailscale. Install Tailscale on the VPS and your laptop to put both on a private mesh network. Now the VPS has a private IP that only your authorized devices can see. No open ports, no public exposure, no brute-force risk. Free for up to 3 users.
Get Started with Hostinger Install TailscaleThis is the step where most people get burned. A casual copy-paste install from a random YouTube tutorial leaves you with an exposed instance, a runaway API bill, or a malware-laced skill. Don't do that. Use the KK Hardened Install — the exact recipe we deployed to ops.krystalkleanexterior.com, documented step-by-step.
The install walks you through:
- SSH key authentication — passwords disabled, cryptographic keys only
- Sudo access controls — least-privilege user, no daily-driving as root
- UFW firewall rules — only Tailscale interface allowed, all else blocked
- Let's Encrypt SSL — Nginx reverse proxy with auto-renewing TLS certs
- API cost controls — rate limits, spend caps, billing alerts from day one
- OpenClaw core + Jarvis Persona Pack — the agent runtime plus our persona, memory, and skill framework
- PM2 supervision — process manager keeps Jarvis alive through crashes and reboots
- Encrypted nightly backups — rotated snapshots to
/root/openclaw-backupand/root/openclaw-backups - Every config file walked through — no mystery settings, no copy-paste voodoo
Fresh Ubuntu 24.04 VPS to production-ready Jarvis in about 90 minutes, with a locked-down security posture at the end. Grab the guide from Downloads.
Mike, this is the one to pay attention to. If you've been using ChatGPT or Claude at all over the past year, you've already built up hundreds of conversations where the AI learned how you work, what your customers ask, how you talk, which objections you hear. Don't start Jarvis from zero. Bring all of it with you.
Export from ChatGPT:
- Settings → Data Controls → Export Data
- ChatGPT emails you a zip containing every conversation as JSON
- You now own a complete personal archive of every AI interaction
Export from Claude:
- Projects can store persistent instructions via CLAUDE.md files
- Export individual conversations via the three-dot menu
- Combine with your CLAUDE.md configs for full context
Bulk-import into OpenClaw: OpenClaw's memory system ingests markdown and JSON. Drop your exported conversation archives into the memory bootstrap folder, run the ingest command, and Jarvis comes online with a full understanding of your business — every customer story, every objection script, every process you already documented through conversation.
The win: Jarvis doesn't need to learn your business from scratch over six months. You compress years of AI interaction into a Day 1 knowledge base. That's the difference between hiring an experienced ops manager and training a rookie.
Jarvis gets useful once it's wired into the tools your business actually runs on. These are the integrations we already have in production:
- HousecallPro API — job creation, scheduling, crew dispatch (Shadeed + Tavis), invoice generation, customer records. Jarvis routes the right jobs to the right crew automatically.
- Mailgun — transactional email: EOD reports, customer follow-ups, dealer alerts, internal escalations. No more forgotten sends.
- Stripe — payment processing, subscription management, refund handling, revenue dashboards. Plug it in once, Jarvis handles the rest.
- GitHub (builderz-labs org) — mission-control, mission-control-dashboard, mission-control-jarvis repos. Version control, deployments, CI.
- Referral Swarm — the Chrome extension scanning 619 Facebook groups every 13 minutes, piping qualified leads directly into the Jarvis queue.
Every integration is a single config file and an API key. OpenClaw's integration layer is designed so that adding a new tool means writing a skill — a self-contained module with credentials, actions, and documentation — and registering it. Jarvis immediately knows how to use it.
The CLAUDE.md file is the brain configuration. It's the single most important piece of personalization in the entire stack. It tells every AI agent in your system — Claude in the desktop app, Jarvis on the VPS, any other OpenClaw skill — who you are, what businesses you run, how you communicate, what matters to you.
A good CLAUDE.md includes:
- Identity — name, role, companies you own or run
- Communication style — direct vs. warm, formal vs. casual, short vs. detailed
- Business context — product lines, pricing, team, partners, dealer network
- Workflows — how you handle proposals, emails, SOPs, analyses
- Quick commands — the shortcut phrases that trigger specific behaviors
- Security posture — which data is sensitive and how to handle it
We've already built production CLAUDE.md templates for both Dustin and Mike — they're in the Downloads section of this portal. Download your version, install it in Claude (Settings → Custom Instructions), and drop a copy into OpenClaw's memory bootstrap so Jarvis shares the same identity framework.
What you'll have when this is done
A private VPS running 24/7, accessible only via your authorized Tailscale devices. OpenClaw + Jarvis running under PM2, behind Nginx, with SSL certs and firewall rules dialed in. Your entire AI conversation history imported as Day 1 knowledge. Integrations into HousecallPro, Mailgun, Stripe, and Referral Swarm firing on their own schedules. A CLAUDE.md brain config aligning every AI agent to your business.
Total cost: around $10/month. Total capability: a full operations department that runs while you sleep.
Your data doesn't leave your infrastructure.
The single biggest question about AI in business is some version of "where does our data go?" This page exists to answer that with specifics — the infrastructure, the controls, and the boring-but-important engineering choices that make this deployment enterprise-grade.
This isn't a public chatbot. It's your private infrastructure.
Most people's mental model of AI is "I type something into a website and it goes who-knows-where." That's not what's running here. The AI stack powering Shingle Hero's operations runs on a private VPS under our control, accessed through an encrypted mesh network, with SSH key authentication, sudo access controls, and zero-retention API calls to Anthropic. Your proposals, client data, and financial numbers live on our servers and stay there.
Private VPS Deployment
Everything runs on a dedicated virtual private server that only our team has access to. No shared hosting, no consumer cloud, no surprises. It's our machine, our rules, our data — behind our own firewall.
Tailscale Mesh Network
Access to the AI stack is gated behind a Tailscale private network — the same zero-trust VPN technology used by thousands of enterprises. If your device isn't on the mesh, the server doesn't respond. It's invisible from the public internet.
SSH Key Authentication
No passwords. Access to the server uses cryptographic SSH keys — the same method banks, governments, and hyperscalers use. Even if someone stole our credentials, without the private key on an authorized device, the server refuses the connection.
Sudo & Role-Based Access
Not every person on the team gets full server access. Permissions are granular. Reading the training site? Anyone. Running AI workflows? Authenticated team members. Changing server config? Only owners with sudo. Least privilege, by default.
Zero Training on Your Data
Anthropic's API has a contractually guaranteed zero-retention policy for business customers. Your prompts, documents, and outputs are not used to train future models. They don't get stored. They don't get reviewed. They're processed and discarded.
End-to-End Encryption
Every byte in motion — between your browser, our VPS, and Anthropic's API — travels over TLS 1.3 encryption. Every file at rest on our servers is encrypted. Someone sniffing the wire sees noise, not data.
The specifics, in plain language
Bottom line for the skeptics
If you're comfortable with the security model of your bank, your CRM, and your email provider, you should be comfortable with this. The same building blocks — TLS encryption, SSH, private networks, role-based access, zero-retention contracts — are what run this whole stack.
The risk of not deploying AI properly is much bigger than the risk of deploying it with the right controls. Everyone else is doing this. The question is whether we do it carefully or catch up in a panic in 12 months.
Actual deliverables, actual timeframes, actual work.
Not a demo reel. These are the exact kinds of outputs the team will be producing once this stack is running. Every example below has been done, repeatedly, in real Shingle Hero and D2 Design Co workflows.
Full Shingle Hero proposal, ready to email
Homeowner name, roof size, condition notes, inspection photos → a branded, priced, professionally-worded proposal with warranty terms and a soft-close CTA. From "I just left the house" to "sent" in the time it takes to fuel up the truck.
Standard Operating Procedure, built from scratch
Describe a process in plain English, Claude produces a numbered SOP with required materials, quality checkpoints, common mistakes, and a field-use checklist. Hand it to a dealer, a new tech, or a seasonal hire and they can actually run the job.
A full month of social media posts, in one prompt
30 days of Instagram + Facebook posts for Shingle Hero or D2 Design Co — before/afters, educational content, testimonials, CTAs — with hashtags, post copy, and a posting schedule. Hand off to whoever runs the socials and the month is booked.
Client email, professionally drafted
Follow-ups after inspections, objection responses, dealer recruitment outreach, complaint resolution, warranty explanations. Claude matches your tone, keeps it short, and gets the message exactly right — without the 20 minutes of second-guessing.
D2 Design Co creative brief, written right
Client name, project type, target audience, budget, references → a proper design brief that captures the strategic intent, so your design team ships a first draft that's 80% of the way there. Kills revision rounds. Makes clients feel heard.
Business analysis with real recommendations
Drop in six months of revenue data, dealer performance numbers, or a list of vendor quotes — get back a structured analysis with trends, red flags, and three ranked, specific actions to take next quarter. Like having a fractional COO on demand.
Full dealer onboarding package
Welcome email sequence (3 emails), first-week training checklist, territory setup guide, month-one success milestones — a complete, repeatable package that ships with every new dealer signing. Replaces the fifteen scattered documents everyone currently uses.
Google review response (positive or negative)
Paste the review, get a pitch-perfect reply that protects the brand. Warm and reinforcing if positive. Accountable and solution-focused if negative. Written to your voice so it never sounds like a template.
A working internal tool or dashboard
With Claude Code: describe a pain (e.g., "we need a dealer lead router") and get a working, deployed web tool. The kind of internal software that used to require a dev sprint now gets built in an afternoon. This training portal itself was built this way.
The honest math
If the AI handles proposals (10/week), client emails (30/week), social content (monthly), and one significant SOP or analysis per month — that's roughly 20 hours per week of leadership bandwidth freed up. Multiplied across the team. Compounding every month as the prompt library matures.
The cost is $20/month per seat on the Claude Pro plan and roughly $10/month for the VPS. The return is measured in contract wins, customer satisfaction, and capacity to scale the dealer network without hiring a bigger back office.
Two ways to run this. Pick yours.
Whether you want the simplest possible on-ramp or the full power-user stack with Claude Code on a private server, the path is mapped out below. Start with the Simple Path to get working today. Level up to the Power User path when you're ready to automate and build.
Go to claude.ai and sign up with your company email. Choose the Pro plan ($20/month) — it gives you access to Opus 4.7, higher message limits, and Projects.
Why Claude over ChatGPT for business work? Claude excels at long-form business writing, nuanced reasoning, and following detailed instructions — exactly what you need for proposals, strategic work, and client communication.
Download from claude.ai/download for Mac or Windows.
The desktop app unlocks Cowork mode — this is what lets Claude read, create, and edit files directly on your computer. Without the desktop app, Claude is a chat window. With it, Claude becomes a coworker.
Your personalized config file tells Claude who you are, what businesses you run, and how you work. It transforms generic Claude into Atlas — your personal AI Chief of Staff.
Installation:
- Download the config from the Downloads tab of this portal
- Open the Claude desktop app → Settings → Profile
- Find "Custom Instructions" or "CLAUDE.md"
- Paste the entire contents of the file and save
- Restart Claude
In the desktop app, enable Cowork mode. Claude will ask you to select a working folder.
Recommended setup:
- Create a folder on your Desktop called AI-Workspace
- Inside it, create subfolders: Proposals, Marketing, Operations, Dealers
- Point Cowork at AI-Workspace
Every file Claude creates lands in this folder. You can change folders any time — e.g., point Cowork at a specific client's folder when working on their project.
Let's make sure everything works. Open Claude and paste this:
A VPS (Virtual Private Server) is a cloud machine you rent — running 24/7, accessible only by you. Hetzner, DigitalOcean, and Vultr all offer solid options starting around $6–$12/month.
Recommended specs:
- OS: Ubuntu 24.04 LTS
- CPU/RAM: 2 vCPU, 4GB RAM (upgradeable later)
- Storage: 40GB SSD
- Location: pick a datacenter near you (lower latency)
After you provision, the provider emails you the server's IP address and root password.
Passwords are weak; SSH keys are strong. Generate a key pair on your local machine:
Then copy your public key to the server and disable password logins:
Never run day-to-day work as root. Create a dedicated user:
From now on, log in as your user and use sudo when you need admin rights. This keeps a paper trail of every privileged action.
Tailscale is a zero-trust VPN that puts your VPS on a private network only your team's devices can reach. It's free for up to 3 users.
Now your VPS has a private IP like 100.64.0.5. That IP only resolves on your Tailnet — the public internet can't see it.
Claude Code is Anthropic's command-line agent. It writes code, runs commands, edits files, and ships real software. Install on the VPS:
Now any time you SSH into the VPS (via Tailscale) and run claude, you get a full coding agent that can build tools, automate work, and deploy projects.
From the VPS terminal, create a workspace and fire up Claude Code:
Then describe what you want in plain English:
Claude Code will plan the work, create the file, preview the result, and iterate with you until it's done. Same flow for email automations, internal tools, client portals, or anything else.
When you're ready to give Mike (or anyone else on the team) access:
- Invite them to your Tailscale account as a user
- They install Tailscale on their laptop and log in
- Create a user account for them on the VPS with the appropriate sudo permissions (or without, if read-only access is enough)
- Add their SSH public key
Now they can SSH in over the private mesh, run Claude, and access whatever internal tools you've built — with a full audit trail of who did what.
15 lessons. From zero to dual-AI power user.
Twelve core lessons on Claude, plus three deep-dives on Jarvis and the OpenClaw stack. Each lesson takes about 10–20 minutes. Click any card to open the full lesson. Check the box when you're done — your progress feeds the certification tracker.
Your First Conversation
The basics of talking to Claude and getting useful results on your first try.
Writing Clear Prompts
The CRISP framework — the single most important AI skill you'll learn.
Proposals & Estimates
Generate professional client proposals in under 2 minutes.
Email & Client Comms
Draft emails, follow-ups, and responses that sound like you.
Social Media Content
Create posts, captions, and content calendars for both brands.
Business Analysis
Use Claude to analyze numbers, spot trends, and make decisions.
Design Brief Writing
Create clear, strategic design briefs for D2 Design Co projects.
SOPs & Documentation
Build standard operating procedures your team can actually follow.
Dealer Network Comms
Manage Shingle Hero dealer communications at scale.
Cowork File Creation
Have Claude create Word docs, spreadsheets, and presentations directly on your desktop.
Iteration & Refinement
How to give feedback and get Claude to improve its output.
Advanced Workflows
Chain prompts, use Projects, and build AI-powered systems.
Understanding Jarvis & OpenClaw
What Jarvis is, why it's different from Claude, how the open-source stack actually fits together.
Your VPS Command Center
SSH into your VPS, run PM2, check Nginx, view logs — the operator fundamentals.
Connecting the Ecosystem
Wire Jarvis into HousecallPro, Mailgun, Stripe, GitHub, and Referral Swarm.
52 ready-to-use prompts. Copy. Paste. Ship.
These are the exact prompts the team uses on real work — for Claude conversations and Jarvis task-block automations alike. Every one has been battle-tested. Replace the bracketed placeholders with your specifics, paste, and you're done.
Four quizzes. 80% to pass each.
Each quiz is 5 questions drawn from the lessons. Score 80% or higher to earn credit toward certification. You can retake as many times as you want.
Claude Basics
Covers Lessons 1–4: interface, prompts, proposals, emails.
Content & Analysis
Covers Lessons 5–8: social, analysis, design briefs, SOPs.
Advanced Skills
Covers Lessons 9–12: dealers, Cowork, iteration, workflows.
Jarvis & OpenClaw
Covers Lessons 13–15: Jarvis, VPS ops, self-hosting, integrations.
Your Website Command Center.
Everything you need to update, customize, and grow d2designco.com. Two methods — a visual admin panel for day-to-day content edits, and AI editors (Claude Code or Atlas) for everything bigger: redesigns, new pages, new features. Use either. Use both. They both write to the same site.
You've got two editing paths, and they both write to the same site. Use the Admin Panel for quick content edits — headlines, prices, portfolio pieces, testimonials. Use Claude Code or Atlas for anything the admin panel can't reach — redesigns, new sections, new pages, new features. Pick the tool that matches the job.
Method A · Admin Panel (Decap CMS)
Visual- Go to d2designco.com/admin
- Log in with the email + password from your Netlify invite
- Click any section in the sidebar, edit, hit save
- Changes go live in ~30 seconds
- Best for: headlines, pricing tweaks, adding portfolio work, testimonials, bio edits
Method B · Claude Code / Atlas
AI Editor- Claude Code runs in your terminal; Atlas runs inside Cowork (chat)
- Can do anything — not limited to CMS fields
- Handles builds, deploys, and pushes automatically
- Best for: redesigns, new sections, color/brand changes, adding Calendly, Stripe, a blog, a client portal
Your CMS is Decap — it gives you a clean dashboard over every editable piece of the site. Below is every section, one walkthrough at a time. Click any row to expand it.
- Open your browser to [your-site]/admin
- Enter the email and password from your Netlify invite email
- You'll see a clean dashboard with every editable section listed on the left
- Everything you can touch is already waiting for you — you can't break the design, only edit content
- Click Hero Section in the sidebar
- Fields you'll see: Headline, Subheadline, Button Text, Trust Badges
- Change any text you want
- Click Save (or Publish) at the top
- Wait ~30 seconds, refresh your site, changes are live
- Click Services in the sidebar — you'll see all six services listed
- Click any service to expand it
- Edit the name, description, price, or feature list
- Add a new service with the Add button
- Remove a service with the delete button
- Save → wait ~30s → live
- Click Social Media Packages in the sidebar
- You'll see your three tiers: Starter ($497), Growth ($997), Scale ($1,997)
- Click any tier to edit price, features, or description
- Toggle the Popular switch to highlight a different tier
- Save → live
- Click Portfolio in the sidebar
- Click New Portfolio
- Fill in: Project Name, Category (dropdown), Description, Upload Image
- The image upload lets you drag-and-drop or browse
- Save → the new piece appears on your site filtered into the right category
- Click Testimonials in the sidebar
- Click New Testimonial
- Fill in: Client Name, Company, Quote, Rating (1–5 stars), Photo (optional)
- Save → appears in the testimonials section automatically
- Click About Dustin in the sidebar
- Edit your bio text, upload a new headshot, add personal details
- The bio field supports rich text — bold, italics, links
- Save → live
- Click Site Settings
- Edit your tagline, meta title, and meta description — this is what Google shows
- Update your social media URLs (Instagram, LinkedIn, Facebook, etc.)
- Save → live
When the change you want doesn't fit inside the admin panel's fields — new sections, new pages, new features, design overhauls, integrations — that's Claude Code's job. You describe the change in plain English. Claude writes the code, runs the build, and pushes it live.
When to reach for each tool
Use the Admin Panel
Change a headline · update a price · add a portfolio item · swap a testimonial · tweak your bio · update meta description
Use Claude Code / Atlas
Change the color scheme · add a new page · embed Calendly · add Stripe checkout · redesign a section · add a blog · launch holiday promos · fix anything that looks weird
How to use Claude Code for your site
Step 1. Open your terminal (Command Prompt or PowerShell on Windows, Terminal on Mac).
Step 2. Navigate to your website folder:
Step 3. Launch Claude Code:
Step 4. Tell it what you want, in plain English. A few real examples:
- Content: "Change the hero headline to 'Tampa's Most Creative Design Studio'."
- Content: "Add a new service called 'Brand Photography' starting at $800."
- Design: "Make the service cards have rounded corners and a subtle glow effect."
- Design: "Change the accent color from blue to emerald green."
- Design: "Make the portfolio grid show 4 columns on desktop instead of 3."
- Feature: "Add a Calendly embed to the contact section so clients can book a call."
- Feature: "Add a 'Buy Now' button to each pricing card that links to Stripe checkout."
- Feature: "Create a /blog page where I can post design tips. Match the existing design."
- Feature: "Add a Christmas banner across the top that I can turn on and off."
Step 5. Claude Code shows you a preview of the changes. If it looks right, it pushes the code live automatically.
Not a terminal person? Use Atlas — your AI Chief of Staff, living inside Cowork (the Claude desktop app). Atlas can manage your website from a normal chat interface.
Claude Code
TerminalAtlas in Cowork
ChatWhat to tell Atlas
"Atlas, I need to update my D2 website. Here's what I want to change…"
Then describe what you need. Atlas will:
- Write the updated code or copy
- Hand you the exact changes to make
- When connected to your repo, push the changes directly
Example prompts for Atlas
- "Atlas, write me 5 new social media post descriptions for my portfolio section."
- "Atlas, draft a new About page that talks about my partnership with Shingle Hero."
- "Atlas, create a Black Friday promo section — 20% off all packages — that I can add to the site."
- "Atlas, write the copy for a new service page: AI-Powered Brand Videos using Seedance."
- "Atlas, review my current pricing and suggest adjustments based on what competitors charge."
Copy these into Claude Code or Atlas. Replace the bracketed placeholders with your specifics. Every one is battle-tested.
A short FAQ for the moments the site doesn't behave the way you expect. If it isn't on this list, ask Claude — "Something is wrong with [X]. Here's what I expected, here's what I'm seeing." It will almost always fix it in one pass.
Give it 30–60 seconds. Netlify needs to rebuild your site after each save. If it still hasn't updated after two minutes, clear your browser cache (Ctrl+Shift+R or Cmd+Shift+R). If it's still stuck, open the Netlify dashboard and check the Deploys tab for build errors.
Don't panic. Every change is saved in Git (version control). You can go to your GitHub repo, find the previous version of the file, and restore it. Or just tell Claude Code: "Undo my last change to [section]."
Make sure you're using the email that received the Netlify invite. If you forgot your password, click Forgot password on the login screen. If you never got the invite, ask Justin to re-send it from the Netlify Identity dashboard.
That's what Claude Code is for. The admin panel handles the common edits. For anything custom — new sections, new pages, new features — use Claude Code or ask Atlas.
It's very hard. The fields are structured so you can only edit text, images, and options. Design and code stay intact. If something does go sideways, Claude Code can fix it in seconds — every change is reversible.
This needs Claude Code. The admin panel manages content within existing pages. Tell Claude: "Create a new page at /[page-name] with [description of what you want]."
Pro tips
Batch your edits
Every save triggers a rebuild. If you're making 10 changes, make them all in one session and save once at the end.
Right-size portfolio images
Upload square or 16:9 images. Keep files under 500KB — run them through tinypng.com first.
SEO is free traffic
Keep your meta title and description sharp in Site Settings. That's what shows up when someone Googles you.
Test on mobile
After every change, pull your site up on your phone. If anything looks off, tell Claude Code — "Fix the spacing on mobile."
Keep a running list
When you think of changes, jot them down. Batch them once a week — admin panel for content, Claude Code for bigger things.
Describe, don't dictate
With AI editors, describe the outcome and the feeling you want. "Make it feel more premium" beats "set border radius to 12px".
Your site is a living thing now
You don't need a developer to touch your website anymore. You have two editing surfaces — a visual CMS for the daily stuff and an AI editor for everything else. Content edits land in 30 seconds. Bigger ideas ship in minutes. The site you launched isn't frozen in time; it's a canvas you can repaint any time an idea hits you.
The only real skill now: knowing what you want the site to say and feel like. The tools handle the rest.
Earn your Shingle Hero AI Certification.
Complete all seven requirements below. When you do, your certificate unlocks and becomes printable. Proof that you've leveled up, and something to hang on the wall.
Requirements
Glossary of AI terms.
Key terminology you'll encounter when working with AI. Search to find what you need fast.
Configuration files and training materials.
The files you need to configure Claude for your work, plus a full PDF-printable guide for offline reference.
DUSTIN-CLAUDE.md
Dustin's personalized AI config file. Install in Claude to activate Atlas for creative direction, branding, and D2 Design Co workflows.
MIKE-CLAUDE.md
Mike's personalized AI config file. Install in Claude to activate Atlas for Shingle Hero operations, dealer management, and field work.
Training Guide
The complete AI training guide as a single document you can read offline or print for reference.
Security Brief
A one-page document summarizing the infrastructure security controls. Use it when explaining the stack to stakeholders.
KK Hardened Install
The full step-by-step install guide for deploying OpenClaw + Jarvis to a production VPS with security hardened from day one.
Jarvis Persona Pack
The persona, memory, and skills config we layer on top of OpenClaw to make Jarvis act like Jarvis. Base template, ready to customize.
Voiceover Tracks
Professional AI-narrated audio for each walkthrough. Drop these over screen recordings in DaVinci / Premiere / CapCut for a ready-to-ship production. All generated with ElevenLabs premium voices.
Overview Narration
The 90-second portal overview — drop over any montage, b-roll, or title sequence for a ready-made intro.
Download MP3Jarvis Walkthrough
4-minute narration walking through the ops dashboard — morning dispatch through EOD close. Pair with screen recording of ops.krystalkleanexterior.com.
Download MP3Install Walkthrough
12-minute narration for the KK Hardened Install — every phase, line by line. Pair with a real OBS screen recording of your own install.
Download MP3