3.7 KiB
3.7 KiB
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
- Network assessment form (Google Forms):
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
- Enterprise credibility without CRM costs
- Audit-ready documentation automatically organized
- Complex projects simplified via phase-based automation
Need the Airtable SIP trunk template or carrier LOA generator? Let me know!