DirecTech — Immediate Growth Plan

Status Website Development, Managed IT (MSP), and SEO/AEO offers below are approved and cleared to use in outreach. Telecom pricing (§01 Offers) is the one holdout — pending Frank's sign-off. The SEO/AEO 90-day package (§06 SEO/AEO) has a proposed price ready for confirmation, not yet formally approved.

Action Items — Right Now

Real names, real tools, real blockers — the live punch list.

Confirmed running right now The cold-email system is live: 196 leads across 4 verticals (dealerships, law firms, medical, dental) split into 10 scheduled batches sending from danielle@directech.net. A daily check-in (weekdays, 5:42pm Central) pulls Outlook replies and WordPress quote-form/page-visit data automatically. The free SEO/AEO review popup on directech.net is live and verified (see §06 SEO/AEO), with its own daily monitoring routine.

Tracker (170+ leads, plus ~40 more sourced but not yet batched — restaurants, chiropractors, real estate, veterinary, auto repair): view tracker
All routines (pause, inspect, or delete here): claude.ai/code/routines

Known, not urgent — handle at generation time Higgsfield is nearly out of credits (0.1 left) on the shared team account. Top up when generating rather than in advance. Cheapest options: 500 credits/$26, 1,000/$49, 2,000/$95, or 4,000/$190 (best rate).

Danielle

Pull WordPress quote-form submissions + page visits, and the current SEO baseline (rankings, GA4 if live).
Pull the real client list and run it against the upsell matrix (§03 Lead Gen) — blocked on Rev.io access.
Sign up for a Synthflow or Aloware trial so the AI-calling pilot can start loading leads.
Fire the first upsell-matrix outreach round with the approved Website/MSP/SEO pricing (Telecom still on hold).

Alan

Finish the Beverly Press ad — Website/MSP/SEO offer language is approved and safe to use now; hold anything telecom-specific until Frank signs off.
Once Higgsfield credits are topped up and assets are generated: finish them in Adobe Express (text/CTA overlays, channel-specific export).

Chaston

Confirm the proposed biweekly cadence (§02 Advertising), who scripts vs. improvises, and a standing list of consenting local businesses.
Episodes 1–2 scripts.

Char

Apply the approved Website/MSP/SEO offer language to her CA cold-call script in her own CRM.

David

No open item right now.

The $5M Plan

Not a promise to hit $5M overnight — a real bridge from where we are to where we're going, sized to what 3–5 people wearing multiple hats can actually execute before there's budget for a dedicated sales hire.

$792,000 current ARR → $5,000,000 goal = $4,208,000 to close THAT'S A 5.3× MULTIPLE ON TODAY'S REVENUE — TREAT IT AS A MULTI-PHASE BUILD, NOT A SPRINT

What it takes to close the gap, by average contract value

These are placeholders, not a prerequisite for executing — real per-client numbers live in Rev.io and/or QuickBooks (not currently accessible here; the invoicing tool in use since this year is). Not worth chasing down access right now: the real signal is deals landing, and there's still zero of those. Swap in real ACV whenever it's convenient — the model updates itself once it does. Upsells to the existing $792K book (§03 Lead Gen) reduce the "net-new client" count below, since expansion revenue doesn't need a new logo.

Avg. annual contract value	New clients needed	Pace at 18 months	Pace at 24 months
$3,600 (~$300/mo — website mgmt + basic SEO)	~1,169	65 / mo	49 / mo
$7,200 (~$600/mo — bundled telecom + IT)	~585	33 / mo	24 / mo
$12,000 (~$1,000/mo — full MSP retainer)	~351	20 / mo	15 / mo
$24,000 (~$2,000/mo — bundled multi-service)	~175	10 / mo	7 / mo

Reality check: at 3–5 people with no dedicated closer yet, 20+ new logos/month is not happening in month one. That's what Phase 1 below is for — prove the engine on a small number, then reinvest to hit these paces.

Three phases

Phase 1 — Prove it (Days 1–90)Squeeze the zero-CAC lever first: run the upsell matrix (§03 Lead Gen) against the real client list. In parallel, get offers live with real guarantees, start the AI-calling pilot on cold outreach, and launch 1–2 paid channels small. Goal isn't revenue volume — it's a documented CAC and close rate we can point to.
Phase 2 — Fund the hire (Months 3–12)Take whatever channel had the best CAC in Phase 1 and put real budget behind it. Use the Phase 1 numbers to justify the first dedicated sales hire (or a full-time internal reassignment) so outreach volume stops being capped by everyone's spare time.
Phase 3 — Scale to $5M (Year 2)Sales hire(s) run the outbound motion full time. Frank and the local team shift toward Tier B large-deal accounts and partnerships. CTV and the pre-built-website strategy come online once Phase 1–2 cash flow can fund the upfront spend.

Who executes what

Proposed split for the 3–5 people already wearing multiple hats — confirm/reassign in the meeting. Draft

Person	Primary lane
You	Offers, ad/AI-calling ops, tracking what's actually converting
Frank	Approvals, Long Beach-area closing, large/Tier-B deals anywhere
Chaston	Video content series — the compounding, low-cost inbound engine
Alan	Creative production — ads, Beverly Press, resize workflow
5th (if available)	Cold outreach execution / appointment setting, feeding qualified conversations to Frank or you

Channel priority — cheapest and fastest to cash, first

1. Existing client upsellZero CAC, fastest cash in the door. Highest-priority open item.
2. Cold outreach + AI-calling pilotLow cost, fully in our control, can start immediately alongside #1.
3. Paid social (Facebook/Instagram/Google Display)Small test budget, fast feedback loop on what messaging actually converts.
4. Chaston content seriesSlower payoff, compounds for free — run in parallel, don't wait on it for near-term revenue.
5. CTVHold until Agility Ads' actual self-service pricing is confirmed and #1–3 are validated — it's the biggest commitment on the list.
6. Pre-built websitesHold until #1–3 are funding the upfront production time; strongest as a Phase 2 lever.

Slam-Dunk Offers

A real menu, not one option per line — pick a hero offer per service line, keep the rest as upsell/alternate paths. All prices are starting anchors sized to typical small-business market rates; adjust to your actual margins before anything goes out. Website, MSP, and SEO/AEO offers are approved.

Telecom — built around ZAC Pending Frank

The real edge over most competitors: Zultys' ZAC app puts the entire phone system — desk, laptop, and cell — into one application, with internal, external, and video conferencing all included. Most competitors sell a desk phone and call it done, or charge extra for a mobile app and video separately. Lead every telecom offer with that, not the hardware.

For Frank — the actual ask Eight telecom offers below, all built around ZAC, all with a guarantee attached. The two that matter most for a quick yes: Cloud Phone Starter ($24.99/user/mo) as the low-friction entry point, and Phone System Fast-Start ($29.99/user/mo, 24-mo lock) as the higher-commitment flagship with the day-5 install guarantee. Everything else is priced relative to those two. Approving those two unlocks the rest — Referral Kickback, Legacy Migration, and the MSP+Telecom Bundle (§01 MSP) all reference this pricing directly.

Cloud Phone Starter

$24.99/user/mo

ZAC on desktop + cell, unlimited internal/external calling, video conferencing included, free number porting, live in 5 business days. No contract — cancel anytime after month 1.

Hook: "Your whole phone system is an app — desk, laptop, or cell, doesn't matter."
Guarantee: Full refund of your first month if ZAC doesn't work exactly as promised.

Phone System Fast-Start

$29.99/user/mo, 24-mo lock

Free assessment (in person within ~1hr of Nashville/Long Beach, or anywhere the deal justifies the trip; virtual everywhere else). First month free, price locked 24 months. AI call summaries & auto-attendant free for the first 90 days.

Guarantee: Installed and working by day 5, or the first month is free on top of the intro offer.

Desk-Free Office

$19.99/user/mo

For businesses going hybrid/mobile-first: zero desk hardware, 100% ZAC (cell + laptop), video conferencing included. Priced lower since there's no hardware to install or finance.

Guarantee: Every team member up and calling on ZAC within 48 hours of activation, or we're on it — on-site or remote — at no charge until it works.

All-In Unified Comms

$34.99/user/mo

Phone + video + internal chat, one flat price, one app. Positioned against paying for Zoom/Slack/RingCentral on top of a phone bill: "stop paying for three apps you don't need."

Guarantee: Fully replacing your existing video/chat tools within 5 business days, or that month is free.

Legacy Migration Incentive

Fees waived

Waive all setup/porting fees for anyone switching off a legacy PBX or another carrier.

Guarantee: Old and new systems run in parallel during cutover — zero missed calls guaranteed, or setup fees (already waived) come with a $100 credit on top.

Free Trial Line

30 days, $0

One free ZAC line for 30 days so an owner can test it on their own phone before committing the whole office — lowest-friction top-of-funnel offer on this list.

Referral Kickback

1 mo free, both sides

Existing client refers a business that signs → both get a free month. Zero-CAC growth loop off the base already in §03 Lead Gen.

Hardware Add-On

At cost, $89–149/unit

For anyone who still wants a physical desk phone alongside ZAC — Yealink handsets at cost, not marked up, so it's never the reason someone says no.

Website Development Approved

Free Website, 1-Year Hosting

$0 build / $49.99/mo × 12

Your idea, formalized as the flagship offer. Build cost fully waived (effectively a ~$600+ value) in exchange for a 12-month hosting/management commitment at $49.99/mo. Lowest-friction way to get a "yes" from someone with no website at all — nothing to approve upfront, just a monthly commitment they were probably going to need anyway.

Guarantee: Not happy with the design in the first 30 days? Unlimited free revisions until it's right — no extra charge.

5-Day Website Sprint

$999 one-time

For anyone who wants to own the build outright rather than commit to 12 months. Live in 5 business days, mobile-first, one revision round. Hosting/management still available separately at $49.99/mo.

Guarantee: Live in 5 business days, guaranteed — miss the deadline and the build is free.

"We Already Built You a New Site"

Live — see §05 Pre-Built Sites

No longer just a concept: the directech-prebuilt-site skill (§05 Pre-Built Sites) actually generates and deploys a free live preview site per prospect. Show it, don't pitch it, then sell the Free Website / Sprint offer above to make it real and permanent.

Site Rescue

$499 one-time + $49.99/mo

For businesses with an existing outdated site: discounted rebuild since we're reusing their content/domain instead of starting from zero.

Guarantee: Your new site loads faster than the old one, or we keep optimizing at no extra cost until it does.

Website + SEO Starter Bundle

$89.99/mo

Hosting/management ($49.99) bundled with the 90-Day SEO/AEO intro (§06 SEO/AEO) at a combined discount instead of selling them separately.

Guarantee: Carries the same SEO/AEO service guarantee as §06 automatically — nothing separate to track or ask for.

E-Commerce Add-On

+$30/mo

Online ordering/storefront layered onto any site offer — aimed at restaurants and retail-type leads already in the cold-email list.

Referral Reward

1 mo free, or $100 credit

Existing client refers a business that signs any website package → both get 1 month of hosting/management free ($49.99 value); for one-time builds with no ongoing hosting, a $100 credit toward any future DirecTech service instead. Same zero-CAC mechanic already proven on Telecom's Referral Kickback, extended here.

Financing

Open question

0%-style installment plan for the Sprint package via a financing partner. Need to confirm a partner and whether we're set up to originate financing before promising it publicly.

Managed IT (MSP) Approved

Network & Security Assessment

Free

"Know your 3 biggest risks in 48 hours." In-person for Nashville/Long Beach-area or high-potential accounts; remote scan + video walkthrough everywhere else.

Guarantee: You keep the full written report even if you never become a client — free means free, no obligation.

48-Hour Risk Report

$199 one-time

Paid tier above the free assessment: full written report + dark-web exposure scan. Credited toward the first month if they sign up for ongoing MSP within 30 days.

Guarantee: Delivered within 48 hours of the scan, guaranteed — miss that window and the report's free.

Flat-Rate Support

$99/user/mo

Unlimited remote + onsite support, no surprise invoices — removes the "will this cost extra" hesitation that kills MSP retention.

Guarantee: Any invoice outside the flat rate gets voided automatically, no questions asked — that's the whole promise of "flat-rate."

Backup & Disaster Recovery

$149/mo flat

Positioned as insurance: "if it breaks at 2am, we already know."

Guarantee: If we can't recover your data from a covered incident, service is free until we can — recovery is the entire point of this plan.

Cybersecurity Starter

$299/mo

Endpoint + email security + phishing training, aimed squarely at the law-firm and medical verticals already in the cold-email list — data-sensitive businesses that respond to this pitch fastest.

Guarantee: First 30 days: if a threat gets through that our monitoring should have caught, that month's fee is refunded.

Compliance Package

Custom quote

HIPAA/data-security-focused MSP tier for medical and legal specifically — same verticals, deeper pitch for the ones who bite on Cybersecurity Starter.

Guarantee: Documented compliance posture within 30 days of engagement, or we keep working the plan at no extra cost until it's there.

90-Day MSP Trial

50% off first 90 days

Lowers the switching-risk barrier for anyone currently on a competitor or doing IT in-house.

Guarantee: Cancel anytime during the 90 days — no fee, no penalty, you only pay for days used.

MSP + Telecom Bundle

15% off both — pending telecom

Direct tie-in to the upsell matrix in §03 Lead Gen — anyone with one service gets a real discount to add the other. MSP half is approved; holding on the telecom half until that pricing clears.

Referral Reward

1 mo free, both sides

Existing client refers a business that signs any MSP plan → both get a free month. Mirrors Telecom's Referral Kickback exactly — same mechanic, same math, extended to MSP.

SEO / AEO Approved

Full structure and now-priced offer in §06 SEO/AEO — summarized here as the offer line: a 90-day introductory SEO/AEO package with a defined, realistic improvement guarantee rather than a vague "more traffic" promise. Also the free "give" driving the live popup on directech.net — same section explains how the funnel connects.

Advertising Strategy

Production workflow, platform research, and the two active creative tracks: Chaston's video series and the Beverly Press ad.

Production workflow — resizing one master ad

Researched Premiere Pro — Auto Reframe does the heavy lifting for video: it's an AI feature that duplicates your master sequence and reframes it to a target ratio (16:9, 9:16, 1:1, or a custom resolution) while tracking the subject to keep it in frame. One master edit → run Auto Reframe per platform ratio.

Adobe Express handles quick one-off resizes with platform presets (Instagram, Facebook Stories, LinkedIn banners, etc.) in a couple of clicks — but it does not batch-resize a whole set of assets at once. For true bulk resizing across many static assets, that needs Photoshop or Lightroom instead.

Recommended workflow: cut the master video in Premiere → Auto Reframe into the 3 core ratios (16:9 landscape, 9:16 vertical, 1:1 square) → use Express for quick static/carousel spin-offs and last-minute platform-specific tweaks.

Channel	Primary format	Fastest path
Facebook	1:1 / 4:5 feed, 9:16 Stories	Auto Reframe → Express touch-up
Instagram	1:1 feed, 9:16 Reels/Stories	Auto Reframe
Google Display	Static, multiple IAB sizes	Photoshop/Express batch presets
YouTube	16:9 in-stream, 9:16 Shorts	Auto Reframe
LinkedIn	1:1 or 16:9, banner	Express preset
CTV	16:9, broadcast-safe, :15/:30	Master cut, no reframe needed

Higgsfield — ready-to-generate ad prompts

Blocker — clear this first Higgsfield balance is currently 0.1 credits on the Plus plan — none of the prompts below will run until credits are added. One-time top-ups (valid 90 days): 500 / $26, 1,000 / $49, 2,000 / $95, or 4,000 / $190 (best rate). Or turn on auto-refill so this doesn't stall the team again mid-generation.

Built from confirmed brand facts: DirecTech Connect, tagline "Your Office In The Cloud," navy #1F497D / light blue #7EB3F0, phone 1-866-832-7117. Website/MSP/SEO offer copy is approved and ready to drop in as-is; hold telecom-specific copy until Frank signs off.

1 — Phone System Fast-Start (image, 1:1 / 4:5)

generate_image

"A clean, modern product-hero shot for a business phone system ad. A sleek black VoIP desk phone with a backlit screen sits on a bright, tidy office desk next to a laptop showing a call dashboard. Soft daylight from a window, shallow depth of field. Deep navy (#1F497D) and light sky blue (#7EB3F0) gradient banner across the top third reading 'Never Miss Another Call' in bold white sans-serif, DirecTech Connect logo lockup bottom-right, phone number 1-866-832-7117 in a small pill badge bottom-left. Photographic, editorial-corporate style — realistic office texture, warm professional lighting, no cartoon or 3D-render look."

2 — Network & Security Assessment (image, square + display)

generate_image

"A confident IT technician, business casual, reviewing a laptop showing a simple green-yellow-red network risk dashboard, standing in a small-business server closet/office. Navy (#1F497D) overlay bar at top, bold white headline 'Know Your 3 Biggest Risks in 48 Hours,' light blue (#7EB3F0) accent underline. DirecTech Connect logo and 1-866-832-7117 bottom corner. Realistic, slightly cinematic documentary-style photography — no stock-photo gloss, no exaggerated fear imagery."

3 — 5-Day Website Sprint (image, square/vertical)

generate_image

"Split-screen: left half shows a dated, cluttered small-business website on an old monitor in dull grey tones; right half shows a clean modern mobile-first website glowing on a smartphone in navy (#1F497D) and light blue (#7EB3F0). Bold headline across the center seam: 'Live in 5 Business Days.' DirecTech Connect wordmark and phone number bottom-right. Clean flat-lay commercial photography, soft studio lighting, no clip-art."

4 — 15s Master Spot (video, 16:9 → reframe to 9:16/1:1)

generate_video

"15-second commercial. Open on a phone ringing unanswered on a cluttered desk (2s), cut to a frustrated small business owner glancing at it (2s), cut to the same owner calmly using a modern phone system with a call-summary popup on a laptop, smiling (4s). Navy-to-light-blue (#1F497D→#7EB3F0) brand wipe transition. End card: DirecTech Connect logo, tagline 'Your Office In The Cloud,' 1-866-832-7117, CTA 'Free Assessment — Call Today' (4s hold). Realistic small-business office, warm naturalistic lighting, no stock-footage feel, upbeat corporate-tech music cue."

After generating: run Higgsfield's reframe tool on this master to pull 9:16 and 1:1 cuts without a full re-generation — faster and cheaper than three separate video generations.

5 — Chaston Series Bumper (video, 9:16)

generate_video

"Vertical 9:16, handheld documentary energy — a friendly host walking down a lively Nashville commercial street, talking directly to camera mid-sentence, natural daylight, real storefronts softly blurred behind. Lower-third graphic in navy (#1F497D) with a light blue (#7EB3F0) accent line reading 'Walking Around Music City,' small DirecTech Connect logo bottom corner. Casual, authentic social-video look — not scripted-commercial, not overly polished."

Execution sequence: top up the shared Higgsfield account → generate images/video above with the final copy swapped in (only runs through this connected account — one team login, no separate access for Alan) → reframe the master video for 9:16/1:1 → hand everything to Adobe Express for text-safe-zone/CTA overlays and per-channel export (workflow above).

Chaston video series — "Walking Around Music City"

Recurring short-form series; each episode opens on a real local-business pain point, not a studio pitch.

Episode topic	Hook	CTA
Business technology mistakes	"This sign in the window means they're losing calls right now."	Free assessment
Phone systems	"I called this place 3 times. No one picked up. Here's why."	Phone system fast-start offer
Slow internet / wifi	Timed on-camera page-load test at a real business	Free network assessment
Bad websites	"Would you buy from this site on your phone?"	Free redesign mockup
Why businesses lose leads	Mystery-shopper style: calls/forms that go nowhere	Lead audit
Cybersecurity	"Your employee's password is probably on this list."	Dark-web scan
AI in business	Show a task done in 60 seconds with AI vs. by hand	Consultation
Why local companies should modernize	Compare a modernized competitor's storefront/site	Brand-agnostic consult

Proposed cadence Biweekly, not weekly. Weekly is the instinctive pitch, but Chaston isn't a full-time video producer — sourcing a consenting local business, filming, and cutting one of these properly each week isn't realistic on top of her other work. 8 scripted topics ÷ biweekly gives ~4 months of runway to prove the format out before deciding whether it earns a dedicated weekly slot. Still needed from Chaston: who scripts vs. improvises on camera, and a standing list of consenting local businesses to feature — those weren't something to decide on her behalf.

Ready-to-shoot: Episodes 1 & 2

Full scripts, not just topics — so Chaston has something to react to (cut, rewrite, or approve as-is) instead of a blank page. Business location is a placeholder until her list is confirmed.

Episode 1 — Business Technology Mistakes

~75 sec, vertical

Open: Walking down a commercial street, straight to camera: "This sign in the window? Means they're losing calls right now." (gesture to a real handwritten/out-of-date sign at the featured business)
Middle: "Most small businesses don't even know how many calls they're missing. No voicemail-to-text, no call summary — just gone. If your phone system can't tell you who called and why, that's not a phone problem, that's a lost-customer problem."
Close: "We do free assessments, no strings — we'll actually show you what's happening on your line. Link's below."
End card: DirecTech Connect logo, "Free Assessment," 1-866-832-7117

Episode 2 — Phone Systems

~70 sec, vertical

Open: Holding phone up, mock-dialing: "I called this place three times today. No one picked up. Here's why that's probably happening to you too."
Middle: "Old phone systems route calls to one desk phone. If that person's away or on another line, the call just rings out — no backup, nothing smart about it. With ZAC, that same call rings your desk, laptop, and cell all at once. No one's ever truly 'not at their desk' again."
Close: "We're doing free installs this month, first month free too. Link's below if you want to stop losing calls."
End card: DirecTech Connect logo, "Phone System Fast-Start," 1-866-832-7117

Connected TV (CTV) — via Agility Ads

Researched Confirmed Agility Ads is a real self-service CTV / precision brand-advertising platform (agilityads.com), offering audience targeting, incrementality measurement, and an in-house performance creative team. Its public marketing is enterprise-leaning, and it does not publish minimum spend or CPMs — those live behind the self-service login or with our rep.

Blocked until creatives exist — Danielle's call Real numbers from Agility Ads (self-service or the rep) probably aren't happening without actual ad creatives to bring to the conversation — a bare "what would this cost" call likely gets a vague answer or a push toward their managed/enterprise tier. Sequence this after the Higgsfield assets above are generated, not before: bring the finished video/image assets to Agility and ask against those.

Creative brief — bring this even before the final video exists

30-sec spot concept

Concept: Same story as the "15s Master Spot" prompt above, extended to :30 for broadcast/CTV: phone rings unanswered on a cluttered desk → frustrated owner glances at it → same owner calmly handling a call via ZAC with a summary popup on a laptop, smiling → brand wipe → end card with tagline, guarantee, and phone number held for 4 full seconds.
Why bring a brief, not just a finished video: Some reps will scope pricing and production add-ons against a written creative brief before a final cut exists — worth trying with the Agility rep directly rather than waiting on Higgsfield credits to be topped up first.

For context while we wait on our own numbers, competitor self-serve CTV platforms range widely: Vibe.co from ~$50/day, Roku Ads Manager ~$500/campaign minimum, Brandzooka from ~$1,000, and some platforms (ad:personam) with no stated minimum. CPMs across the category start around $7. Treat these as market bracketing, not a quote.

Worth offering to clients?

Yes as an upsell once we have real Agility numbers — it's a natural extension of the video assets from the Chaston series and client ad work.
Frame it as "your ad on the streaming services your customers already watch," not generic "TV advertising."

Before recommending to a client

Confirm our own minimum spend and margin on the Agility self-service tier.
Decide if we manage it in-house or resell with a markup.

Beverly Press advertisement

Researched Beverly Press & Park LaBrea News is the local Beverly Hills paper (beverlypress.com/advertising). Their site lists digital display units (leaderboard 728×90, cube 300×250) around $10/thousand impressions; print rates weren't published and need a direct call to confirm.

Alan is creating the ad from existing materials. Website/MSP/SEO offer language is approved and safe to use in the creative now — hold off on anything telecom-specific until Frank signs off.

Draft copy — leaderboard 728×90

Ready for Alan

Headline: Know Your 3 Biggest IT Risks — Free, in 48 Hours
Body: DirecTech Connect gives Southern California businesses a free security assessment — no cost, no obligation. Find out what's actually protecting your data before something breaks.
CTA: Get Your Free Assessment — 1-866-832-7117

Draft copy — cube 300×250

Ready for Alan

Headline: Free IT Risk Assessment
Body: Know your 3 biggest security risks in 48 hours. No cost, no obligation.
CTA: Call 1-866-832-7117

Built on the Network & Security Assessment offer (§01 Offers) — already approved, zero-risk, and the fastest "yes" of the MSP lineup, which is why it's leading here rather than Website or Telecom.

Lead Generation Plan

Three tracks, sized for the 3–5 people already wearing multiple hats today — nothing here waits on a sales hire. Mine the base we already have, run a structured cold-outreach process, and use AI calling to cover volume the team doesn't have hours for.

Existing clients — upsell matrix

Template to run against the actual client list (still needs the list pulled from Rev.io to fill in real names/counts):

Client currently has	Natural cross-sell	Trigger to raise it
Telecom only	Managed IT, Website	Any support call about internet/network issues
Website only	SEO/AEO, Managed IT	Site traffic flat or no analytics set up
Managed IT only	Telecom, Cybersecurity add-on	Renewal date, or an incident ticket
Any single service, 12+ months	Bundle discount into a 2nd service	Anniversary / renewal call

Goal: revenue growth without new acquisition cost. Owned: Danielle — pull the real client list off Rev.io and run it against this matrix; Website/MSP/SEO pricing is already approved and ready to fire (see Action Items).

Cold outreach process

CallLead with the identified pain point for that business type, not an intro pitch.
No answer → voicemailShort, specific, references something real about their business — never generic.
Day 1–3 follow-upText or email restating the same pain point, one clear next step.
Day 7 second callNew angle or new offer, not a repeat of call 1.
Day 14 breakup"Should I close the file?" — often the highest-response message in the sequence.

Voicemail skeleton"Hey [name], this is [rep] with [company] — I was looking at [specific thing: their site load time / their phone system / their reviews] and noticed [specific pain point]. I've got an idea that could fix that fast. Call me back at [number], or I'll try you again in a couple days."

In-person visits

Same rule as the call: walk in with an already-identified problem and a specific fix, not a pitch. Framed as a consultation, not a sales visit — "I noticed X, here's what I'd do about it" beats any brochure.

AI outbound calling

Researched AI voice agents can qualify leads, detect a decision-maker on the line, and book appointments directly onto a calendar — this is now standard functionality across the category, not a stretch feature. Category benchmarks: 15–25% qualification rate on connected calls, and roughly $2–$8 cost per qualified lead versus $15–$50 for a human SDR doing the same qualification work.

Vendor	Starting price	Best fit
Synthflow	~$0.08/min, no-code	Fast no-code deployment; no-code lead-qualification & appointment templates
Aloware	$30/user/mo	Teams already on HubSpot — native CRM integration
JustCall	$29/user/mo	Budget-conscious start, auto-dialer + transcription
CloudTalk	$25/user/mo (+$349/team AI agent)	Multi-region reach

All-in usage typically runs $0.07–$0.25/min plus a $99–$499/mo platform fee; a typical SMB running ~1,000 short calls/month lands around $200–$600/mo all-in. Owned: Danielle — sign up for a Synthflow or Aloware trial and load it with real leads once the upsell-matrix outreach fires (see Action Items), tested for a month against a human-only baseline before committing to a vendor.

Acquisition.com Takeaways

Two frameworks from Alex Hormozi's $100M Offers and $100M Leads, applied directly to the offers above rather than summarized in the abstract.

Value = (Dream Outcome × Perceived Likelihood) ÷ (Time Delay × Effort & Sacrifice) THE VALUE EQUATION — RAISE THE TOP, SHRINK THE BOTTOM

Applied to our offers: the 5-Day Website Sprint and Phone System Fast-Start attack the "Time Delay" term directly. The free assessments attack "Effort & Sacrifice" — zero risk to say yes. Perceived Likelihood was the weak spot — most drafts had no stated guarantee. Fixed: every offer in §01 Offers that was missing one now has a real guarantee, and referral rewards (previously Telecom-only) are now extended to Website, MSP, and SEO/AEO — the same zero-CAC loop, working across every line instead of one.

The "Core Four" lead sources

Warm outreach (existing clients, referrals)
Cold outreach (calls, in-person, AI calling)
Paid ads (social, display, CTV)
Content / posting (Chaston series)

Every channel in Sections 02–03 maps to one of these four — useful as a gap check: are we neglecting one?

Grand Slam Offer ingredients

A named offer (not "website design" — "5-Day Website Sprint")
A specific guarantee
Scarcity or urgency (limited intro-price slots)
Bonuses stacked on top (free month, free hardware)

Resolved: guarantees and referral rewards now exist across every service line (§01). Still open: getting real client testimonials/proof once the first deals from the new offers actually close.

Pre-Built Website Strategy

Build the site before the conversation, then sell the finished thing instead of a promise. Built — not just a concept

Build an attractive, ready-to-launch website for a prospect before outreach, using their real business name/info. Lead with "I already built this for you" instead of a cold pitch — then sell the Free Website / 1-Year Hosting offer (§01 Offers) to make it real and permanent.

Working, real, tested this session The directech-prebuilt-site skill is live: give it a company name (and ideally city/existing site URL), it researches the real business, designs a one-page site suited to that business's category, and deploys it free to Cloudflare Pages — a real companyname.pages.dev URL, no cost, no domain purchase. Works two ways: on-demand ("build a site for [Company]") for one prospect at a time, or batch off the existing cold-email lead tracker, 5 at a time with a check-in between batches. Every build gets logged to prebuilt-sites/LOG.md so nothing's duplicated or forgotten before a call.

Live example, built today: nashville-auto-repair.pages.dev — a real replacement for an actual lead already on the cold-email tracker (Nashville Auto Repair, Franklin Pike), whose current site has no address listed, two conflicting phone numbers, and no contact form. Full photography, animation, and hover polish — this is what "we already built you a new site" looks like on a call.

Access today: local only — it's a Claude Code skill on Danielle's machine, tied to her Cloudflare login. A colleague would need their own Claude Code setup plus a copy of the skill file to run it themselves. A browser-based version any teammate could use with no setup is a separate, real build (a small internal web app) — not done yet, flag if the team wants it prioritized.

Why it could work

Higher close rate — the buyer is reacting to a finished thing, not imagining one
Shortens the sales cycle dramatically
Converts straight into monthly recurring revenue (hosting + SEO + marketing)
Doubles as content for the Chaston series ("bad website → what we'd build instead")

Feasibility questions still open

Production cost per speculative build vs. hit rate needed to break even
Who builds these — dedicated capacity, or slack time between paid jobs?
Legal/IP: using a business's name and logo before they've agreed to anything
Target list: which prospect segment gets the pre-build treatment first

SEO / AEO Introductory Program

A 90-day on-ramp designed to convert into a long-term monthly contract — with a guarantee that's honest about what SEO can and can't promise in 90 days.

90-Day SEO/AEO Intro Package

$299/mo × 3 — proposed, needs sign-off

Includes: Full SEO/AEO audit, an AI-search visibility report (how the business shows up in AI answer engines, not just Google), and a 90-day optimization plan.
Guarantee: Measurable movement on a defined, realistic metric — e.g. local-pack visibility or ranking movement on 3–5 target queries — within 90 days, or we keep working the plan at no extra charge until it lands. This is a service guarantee, not a revenue guarantee — we don't promise traffic or sales numbers we can't control.
Pricing: $299/mo for the 90-day intro (3 payments, or $797 if paid upfront — a small discount for committing), stepping up to a $549/mo standard retainer at renewal. Anchored below typical small-business local-SEO retainer rates (roughly $500–800/mo market-wide) for the intro window, then landing mid-market at renewal — the step-up is stated upfront in the pitch, not sprung on anyone at month 4. This is a proposed number sized to what David can realistically deliver part-time, not yet confirmed by Frank — swap in his number if he sets one.
Funnel tie-in: This is the "ask" behind the free SEO/AEO review popup already live on directech.net (Give-Give-Give-Ask): a prospect requests a free review, gets a genuinely useful report generated automatically, and the report closes with a soft pointer to this package. The popup is live and verified end-to-end — this is the one piece of that funnel still needing a locked price.
Referral: Existing client refers a business that signs the 90-day intro → both get a free month ($299 value). Same mechanic as Telecom/Website/MSP, extended here for consistency across every line.

Still Open

What's genuinely still unresolved, beyond what's reflected in the approved offers above.

Telecom pricing — condensed ask ready for Frank (§01 Offers)
Chaston's scripting split & business list — Episodes 1–2 fully scripted and ready for her review (§02 Advertising)
CTV — creative brief drafted; still needs real numbers from Agility once brought to them

Real client list off Rev.io for the upsell matrix — still blocked on access, nothing to draft around this one
SEO/AEO introductory package pricing — sign-off on the proposed number

Deliverables — Status

Live action-item list — current open tasks by person, kept up to date rather than tied to a single date. Ready
Cold-email campaign — 196 leads, all 10 batches sent as of Jul 13; daily reply/traffic check-in still running. Live
Higgsfield ad prompts — 5 ready to paste; credits need topping up first. Blocked on credits
$5M ARR bridge & phased plan — gap sized, phases set, team lanes proposed. Draft
Promotional offers per service line — Website, MSP & SEO/AEO approved; Telecom still pending Frank. Telecom pending
Ad concepts & campaign themes — channel/format plan ready. Researched
Chaston video series concepts & scripts — full ready-to-shoot scripts for Episodes 1–2 drafted, 6 more topics outlined, biweekly cadence proposed (§02 Advertising); still needs Chaston's sign-off on scripting style and business list. Scripts ready
Adobe resizing workflow — confirmed: Auto Reframe (Premiere) + Express presets. Researched
CTV research (Agility Ads) — platform confirmed real; a 30-second creative brief is now drafted (§02 Advertising) to bring to the rep even before a finished video exists. Brief ready
Beverly Press ad status — Alan producing; draft copy for both ad sizes now ready (§02 Advertising), built on the approved Network & Security Assessment offer. Copy ready
Existing client upsell strategy — matrix framework ready, needs client list run against it. Draft
Cold calling & in-person prospecting plan — sequence and scripts drafted. Draft
AI calling platform recommendation — Synthflow/Aloware pilot recommended. Researched
Acquisition.com takeaways — Value Equation & Core Four applied to our offers. Researched
Pre-built website sales strategy — not just a concept: the generator tool is built and tested (§05 Pre-Built Sites). Built
90-day SEO/AEO introductory offer — structure, guarantee language, and now a proposed price ($299/mo × 3, stepping to $549/mo) drafted (§06 SEO/AEO); it's the live "ask" behind the working SEO/AEO popup funnel on directech.net. Priced — needs sign-off
Free SEO/AEO review popup (Give-Give-Give-Ask lead magnet) — live on directech.net, generates real personalized reviews, notifications confirmed, daily monitoring running. Live & verified