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Here's the **deterministic, zero-friction system for AC's VoIP Consulting Business**, leveraging her enterprise experience while automating client workflows:
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---
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### **📞 AC's VoIP Migration Automation Stack (Enterprise-Grade, Zero Cost)**
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**For the telecom consultant who:**
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✓ Migrates legacy PBX systems to cloud VoIP
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✓ Onboards clients with complex network requirements
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✓ Needs **security-compliant documentation**
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✓ Manages **multi-phase technical deployments**
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---
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### **🔧 The Free Tech Stack**
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| **Tool** | **VoIP-Specific Use** |
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|----------|-----------------------|
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| **Google Sites** | Client portal with: migration checklist, SIP trunk specs, compliance docs |
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| **Calendly Free** | Books discovery calls (with buffer time for network audits) |
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| **Stripe Payment Links** | Takes project deposits (e.g., 30% upfront for migrations) |
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| **Google Forms** | Network intake form (current PBX model, SIP endpoints, firewall rules) |
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| **Airtable Free** | Tracks: *Lead → Discovery → Migration Plan → Cutover → Post-Mortem* |
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| **Google Drive** | Shared folder per client (Wireshark logs, SIP traces, LOA templates) |
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| **Zapier Free** | Auto-sends NDA/LOA via DocuSign after discovery call |
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---
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### **🛠️ Phase-Based Workflow**
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#### **1. Pre-Sales (Client Scans QR Code)**
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- Lands on AC's **technical portal** (Google Sites) with:
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- **Migration case studies** (e.g., "10,000-seat Cisco → Teams Direct Routing")
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- **Embedded Calendly** for 30-min discovery calls
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- *"Enterprise clients: Upload current SIP topology diagram"* (Google Form)
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#### **2. Discovery Phase (Automated)**
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- After booking, **Zapier triggers**:
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- **Network assessment form** (Google Forms):
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- *"List all PRI/SIP trunk providers"*
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- *"PBX make/model + EOL date"*
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- *"Current call volume (peak concurrent calls)"*
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- **Airtable record** auto-creates with technical debt analysis
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#### **3. Migration Execution**
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- **Airtable tracks**:
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- *Dependencies* (e.g., "Carrier LOA signed")
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- *Cutover checklist* (e.g., "Test DID forwarding")
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- Shared with client as **read-only view**
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#### **4. Post-Mortem Automation**
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- **Zapier sends**:
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- **ASR/ACD reports** (Google Data Studio)
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- **Renewal reminder** 60 days before contract ends
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- **Feedback form** (Net Promoter Score)
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---
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### **🚨 Enterprise Edge Cases Solved**
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| **Problem** | **Fix** |
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|------------|--------|
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| Carrier delays | Airtable flags "Pending LOAs" in red |
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| Firewall issues | Drive folder stores client-specific ACL templates |
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| Post-cutover bugs | Auto-generated support ticket (Google Form → Airtable) |
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| Compliance audits | Drive archives all SIP traces + call logs |
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---
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### **📌 Professional Touchpoints**
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- **QR Code Placement**:
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- **Email signature**: Links to migration checklist
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- **Proposals**: QR to payment portal + SOW templates
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---
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### **💡 Scaling to Enterprise**
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- **Upgrade 1**: **Airtable Pro** ($20/mo) for SIP trunk inventory tracking
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- **Upgrade 2**: **Zapier Premium** to auto-create MS Teams channels per project
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- **Upgrade 3**: **Stripe Invoicing** for recurring managed services
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---
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### **📢 Client Onboarding Script**
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> *"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."*
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---
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### **🎯 Why This Works for Telecom Consultants**
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1. **Enterprise credibility** without CRM costs
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2. **Audit-ready documentation** automatically organized
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3. **Complex projects simplified** via phase-based automation
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Need the **Airtable SIP trunk template** or **carrier LOA generator**? Let me know!
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