VoxStack — Mission Roadmap

STAGE 00 Pitching Machine — Active Now ✓ Running VDay 26 ▾

The autonomous engine is live. Every ~10 minutes it scouts a real business, writes a personalized pitch, and sends a dry-run preview to your inbox. Real emails go out the moment you flip AGENCY_DRY_RUN=false.

🤖 Claude Builds (Automated)

✅Sonar-pro scouts 3–5 real local businesses per VDay
✅Scrapes business websites for verified email addresses
✅Writes personalized pitch email with ROI math
✅Generates AI voice script + 3 Meta ad variations
✅Humanizes email text to pass AI-detection filters
✅Updates GitHub repo with full lead pipeline

✅ Already Done

✅VoxStack landing page live at voxstack.che0md.tech
✅Dark-theme HTML email template with ROI card
✅Business hours gate (M–F 8AM–3PM CT)
✅Email confidence scoring (high/medium/llm-guess)
✅Dry-run previews showing intended recipient + confidence
✅VoxStack branding throughout

✓ Gate passed — pitches are going out daily. Check your inbox for dry-run previews.

STAGE 01 Demo-Ready MVP — 2 Blockers ⚡ Blocking ~3 days to clear ▾

Someone will book a call soon. Before that happens you need two things: a working Calendly link and a live AI voice agent you can call on-screen during the demo. Without these, you can't close the deal.

🔴 You Do — Blocking

1️⃣Create Calendly account → claim username adametherzlab → create "VoxStack — 15-Min AI Demo" (15 min, Zoom) → update AGENCY_BOOKING_URL in .env
2️⃣Create Retell AI account at retellai.com (~$29/mo) → Claude builds the full agent config → you paste it in → get a demo phone number

🤖 Claude Builds (Once You Have Retell)

⚡Full Retell AI agent configuration JSON (call flow, questions, objection handling)
⚡Generic HVAC/Roofing demo script (one per vertical) to use before they're onboarded
⚡15-min demo call script (what to say at every minute)
⚡One-page proposal PDF template (setup fee + monthly breakdown)

Calendly

~30 min

Retell AI setup

~2–3 hrs

Claude builds agent config

~20 min

🔴 Gate: Call your demo number → AI answers, qualifies caller professionally, books appointment. Only then flip DRY_RUN=false.

STAGE 02 The Discovery Call — 15 Minutes to Yes Pending Day of first booking ▾

This is the moment everything is built for. A business owner booked 15 minutes with you. The whole call is structured so they sell themselves — you just run the demo and present the math.

Min 0–2

Cold open — context setter

"I noticed your HVAC business in Phoenix — I already built a voice agent and three Meta ads specifically for you. That's what this call is. Wanna see it?"

Min 2–7

LIVE DEMO — call your demo number on-screen

Say: "This is the AI that would answer every call to your business — 24/7. I'm going to call it right now." Call it. AI answers, qualifies, books. They watch it happen live. Silence = they're sold.

Min 7–11

ROI math — make it real

"An average HVAC job is $1,200. You're probably missing 5–7 calls a week going to voicemail. That's $6–8K a month walking out the door. This fixes that." Show the email ROI card they already received.

Min 11–13

Present the offer — one clear ask

"It's $2,500 to set up — that includes the voice agent, the Meta ads, and two weeks of onboarding. Then $497 a month. Most clients recover setup cost in the first two weeks."

Min 13–15

Handle objection → send Stripe link

Most common: "let me think about it." Response: "Totally fair — I'll send you the proposal and a payment link. It takes 2 weeks to build out, so if you want it live before [date], today's the day." Send Stripe link before call ends.

🤖 Claude Builds Before This Call

📋Minute-by-minute call script with objection responses
📄One-page proposal PDF with their business name + ROI math
💳Stripe payment link setup guide ($2,500 setup fee)
📊ROI calculator slide (shareable on-screen during call)

⚡ You Do

📱Join the Zoom, share screen, be relaxed — the demo does the work
📞Call the demo number live on camera
💳Send Stripe payment link before call ends
📧Follow-up email within 1 hr if they didn't pay on call

🎯 Gate: Stripe payment received → 2-week install sprint begins.

STAGE 03 Install Sprint — 14 Days to Live Pending 14 days after payment ▾

Payment received. Now you deliver. Two focused weeks — Claude does the heavy lifting on configuration and copy, you spend roughly 6–8 hours total on the actual setup work.

WEEK 1

▸ Claude writes custom Retell AI call flow for their specific business (intake questions, booking logic, objection handling)
▸ You: paste config into Retell dashboard (~1 hr), connect their phone number (~30 min)
▸ Claude writes 3 final Meta ad variations (from VDay scouting data) + audience targeting brief
▸ You: set up their Meta Business Manager + launch ads (~2 hrs)

WEEK 2

▸ Claude writes 50-scenario test script to QA the voice agent
▸ You + customer: 30-min training call — walk through what the AI says, how to handle transfers
▸ Claude writes SOP document: "What your AI does + how to update it"
▸ GO LIVE — forward their business line to Retell number. AI is answering calls.

Claude builds

~2 hrs AI time

You do

~6–8 hrs manual

Customer does

~1 hr (training call)

✓ Gate: Customer's real business phone is forwarded to the AI. Call it and hear their branded agent answer. Bills start on Month 1.

STAGE 04 Customer Live — Month 1 to 3 Pending $497/mo recurring ▾

The AI is answering calls 24/7. Your job now is to keep the customer seeing value every month. Claude generates the reports. You send them. One proactive check-in at Day 30 = testimonial + referral.

🤖 Monthly Automation

📊Monthly performance report: calls answered, leads captured, estimated revenue recovered
📢Ad performance summary + 2 new ad variations for next month
🔧Prompt improvement suggestions if call quality drops
📈Upsell proposal if customer is seeing strong ROI (SMS follow-up, reputation mgmt)

⚡ You Do Monthly (~2 hrs total)

📧Send the monthly report (Claude drafts it, you review + send)
💬Answer any questions via email (~15 min/month avg)
⭐At Day 30: ask for a Google review + 1 referral name
💳Stripe handles the $497/mo billing automatically

✓ Gate: Customer's first month report shows calls answered + ROI positive. They ask zero questions about cancelling. Month 2 is automatic.

STAGE 05 Thriving Customer — Years of Retention Pending Year 1+ ▾

A customer who sees $8K–$15K/month in recovered revenue does not cancel a $497/month service. This stage is about building a portfolio of these customers — each one takes 6–8 hrs to install, then runs on autopilot.

🤖 Scales Automatically

🎯VDay engine keeps pitching new businesses daily — pipeline never runs dry
📊Monthly reports for all clients generated automatically — you just review + send
💡Upsell proposals: SMS follow-up ($97/mo), reputation management ($147/mo), more ad spend
🔄Referral sequence: Claude writes the "ask your happy customer for a referral" email

⚡ What You Do at Scale

📞Quarterly 30-min check-in call per client (relationship maintenance)
👥At 5+ clients: hire part-time VA (~$15/hr) to handle onboarding tasks
🏆Collect case studies: "How [Client] recovered $180K/year with VoxStack"
🌐Use case studies to upgrade the landing page + warm up bigger clients

✓ Gate: 5+ paying clients, Stripe shows $2,485+/mo ARR, at least 1 referral received. You are now a real agency.

Cold Email
→ Retained
Customer

Mission Stages

The Full Journey

🤖 Claude Builds (Automated)

✅ Already Done

🔴 You Do — Blocking

🤖 Claude Builds (Once You Have Retell)

🤖 Claude Builds Before This Call

⚡ You Do

🤖 Monthly Automation

⚡ You Do Monthly (~2 hrs total)

🤖 Scales Automatically

⚡ What You Do at Scale

Revenue Ladder

Monthly Recurring Revenue

Automation Manifest

What Claude Builds For Every Client

Cold Email → Retained Customer

Mission Stages

The Full Journey

🤖 Claude Builds (Automated)

✅ Already Done

🔴 You Do — Blocking

🤖 Claude Builds (Once You Have Retell)

🤖 Claude Builds Before This Call

⚡ You Do

🤖 Monthly Automation

⚡ You Do Monthly (~2 hrs total)

🤖 Scales Automatically

⚡ What You Do at Scale

Revenue Ladder

Monthly Recurring Revenue

Automation Manifest

What Claude Builds For Every Client

Cold Email
→ Retained
Customer