diff --git a/work/ac_voip.md b/work/ac_voip.md new file mode 100644 index 0000000..9ac8dd4 --- /dev/null +++ b/work/ac_voip.md @@ -0,0 +1,91 @@ +Here's the **deterministic, zero-friction system for AC's VoIP Consulting Business**, leveraging her enterprise experience while automating client workflows: + +--- + +### **📞 AC's VoIP Migration Automation Stack (Enterprise-Grade, Zero Cost)** +**For the telecom consultant who:** +✓ Migrates legacy PBX systems to cloud VoIP +✓ Onboards clients with complex network requirements +✓ Needs **security-compliant documentation** +✓ Manages **multi-phase technical deployments** + +--- + +### **🔧 The Free Tech Stack** +| **Tool** | **VoIP-Specific Use** | +|----------|-----------------------| +| **Google Sites** | Client portal with: migration checklist, SIP trunk specs, compliance docs | +| **Calendly Free** | Books discovery calls (with buffer time for network audits) | +| **Stripe Payment Links** | Takes project deposits (e.g., 30% upfront for migrations) | +| **Google Forms** | Network intake form (current PBX model, SIP endpoints, firewall rules) | +| **Airtable Free** | Tracks: *Lead → Discovery → Migration Plan → Cutover → Post-Mortem* | +| **Google Drive** | Shared folder per client (Wireshark logs, SIP traces, LOA templates) | +| **Zapier Free** | Auto-sends NDA/LOA via DocuSign after discovery call | + +--- + +### **🛠️ Phase-Based Workflow** + +#### **1. Pre-Sales (Client Scans QR Code)** +- Lands on AC's **technical portal** (Google Sites) with: + - **Migration case studies** (e.g., "10,000-seat Cisco → Teams Direct Routing") + - **Embedded Calendly** for 30-min discovery calls + - *"Enterprise clients: Upload current SIP topology diagram"* (Google Form) + +#### **2. Discovery Phase (Automated)** +- After booking, **Zapier triggers**: + - **Network assessment form** (Google Forms): + - *"List all PRI/SIP trunk providers"* + - *"PBX make/model + EOL date"* + - *"Current call volume (peak concurrent calls)"* + - **Airtable record** auto-creates with technical debt analysis + +#### **3. Migration Execution** +- **Airtable tracks**: + - *Dependencies* (e.g., "Carrier LOA signed") + - *Cutover checklist* (e.g., "Test DID forwarding") + - Shared with client as **read-only view** + +#### **4. Post-Mortem Automation** +- **Zapier sends**: + - **ASR/ACD reports** (Google Data Studio) + - **Renewal reminder** 60 days before contract ends + - **Feedback form** (Net Promoter Score) + +--- + +### **🚨 Enterprise Edge Cases Solved** +| **Problem** | **Fix** | +|------------|--------| +| Carrier delays | Airtable flags "Pending LOAs" in red | +| Firewall issues | Drive folder stores client-specific ACL templates | +| Post-cutover bugs | Auto-generated support ticket (Google Form → Airtable) | +| Compliance audits | Drive archives all SIP traces + call logs | + +--- + +### **📌 Professional Touchpoints** +- **QR Code Placement**: + - **Email signature**: Links to migration checklist + - **Proposals**: QR to payment portal + SOW templates + +--- + +### **💡 Scaling to Enterprise** +- **Upgrade 1**: **Airtable Pro** ($20/mo) for SIP trunk inventory tracking +- **Upgrade 2**: **Zapier Premium** to auto-create MS Teams channels per project +- **Upgrade 3**: **Stripe Invoicing** for recurring managed services + +--- + +### **📢 Client Onboarding Script** +> *"Scan this QR to access your migration portal. Upload network diagrams, sign LOAs digitally, and track real-time progress - just like my Fortune 500 clients do."* + +--- + +### **🎯 Why This Works for Telecom Consultants** +1. **Enterprise credibility** without CRM costs +2. **Audit-ready documentation** automatically organized +3. **Complex projects simplified** via phase-based automation + +Need the **Airtable SIP trunk template** or **carrier LOA generator**? Let me know! \ No newline at end of file