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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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### **📞 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**
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### **🔧 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 |
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### **🛠️ 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)
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### **🚨 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
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### **💡 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!