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!