# AI Assistance / Receptionist — client acquisition (refresh 2026-09-15 · Guy-safe 5:15)

To CoS → Helen Claude Code publishes to Apex. Marketing Grok = strategy/brief only.
**AUTHORIZE SEND: NO** until Barry says yes that time. Email STOPPED until he restarts. Never Fuller.

## Offer

| | |
|---|---|
| SKU | Phone + SMS · one shared book · **$199/mo** (Bay **$249** · CoS city test **$99** only) |
| Door | SMS window to the shop after book. WhatsApp **only** if that shop’s customers already use it |
| Demo line | **+1 (650) 476-2005** only — never Fuller **+1 (650) 460-1036** |
| Pay | Pitch $199 · Stripe path is demo/coming on hub — no live charge until morning yes |
| Trial | No free trial in outreach until Barry unlocks |

## Align demos (Voice / Helen Level-1 — use these in every Track A email)

Canonical hub: https://apex.socialtokens.site/projects/ai-assistance/

**Buyer proof path (same on hub, demo/, webapp/, iPhone):** Shop → Book → Card → Stubs.

1. Pick a shop vertical (construction, HVAC, plumbing, auto, restaurant, dental, laundry, law).
2. Book a window → confirmation card (recap + owner-board Tonight checklist).
3. Demo stubs: WhatsApp follow-up (not default US door), Stripe checkout sketch (no charge), CRM handoff (not live).
4. Call staging line **+1 (650) 476-2005** to hear the voice agent.

Also keep general trio when useful:
- https://apex.socialtokens.site/projects/ai-assistance/demo/general/ (or grok mirror)
- voice · text · web widget

In email copy: **fake shops, not their line.** Link hub demo cycle first; optional general/voice.

## ICP

Independent **owner-named** shop that still takes jobs **by phone**. Hours close ~5–6 PM. One extra **completed** job over $199 is believable — quote ticket $ only from their site.

**Easier yes:** HVAC, plumbing, auto (and similar trades).  
**Also demo’d:** dental, laundry, construction, restaurant (phone book only), small law (Hayes & Chen style).  
**Harder:** restaurants with live OT/Resy/Tock/Toast/SevenRooms → drop.

**Instant drop:** 24/7 emergency claim (do not pitch night emergency); Jobber AI Receptionist / Housecall Pro CSR AI / ServiceTitan Virtual Agent already on; mega ops; identity-only; guessed email; personal cell only; owner not on official site; Fuller number.

## Two tracks

| Track | Contact | Now | Not |
|---|---|---|---|
| **A** | Verified business email on official site | Legal → one personal email draft → CoS holds → Barry send | No dial |
| **B** | Business phone only | Park dossier | No dial, no SMS, no invented email |

Keep lists may include phone-only. Marketing prioritizes **Track A**.

## Channels (now)

1. **Email-first** — Barry’s Gmail (not yoga), one shop per email, hours AM/PM from their site. **SEND NO** until Barry yes (Email currently STOPPED per CoS).
2. **Inbound** — hub SEO + live demos (owners who search).
3. **Chat close** — Barry’s line when he is already talking; CoS talks to him; Marketing does not dump every pitch.

**Parked:** cold dial, SMS first-touch, autodial, robocall, DNC dumps, WhatsApp first-touch, paid ads until 10 paying, public hang of shop names.

## Sequence

Leads (small batch, tag A/B) → Legal (every batch) → Marketing (Track A copy only) → QA → CoS holds → **Barry send**. Follow-ups only on a kept, already-emailed lead.

## Pitch angle (Guy-safe default)

Sell the **missed call after close**, not the app name. $199 is not unique (Smith.ai free tier, Rosie ~$49, Ruby ~$250). One extra completed job pays the month.

**Default (trades / Voice demo):** SMS + **5:15 PM / next-open** — not 8pm no-AC.

**Line:** You close at 4:30 (or their printed close). The **5:15 PM** call hits voicemail and they book the next truck. We answer, book **next open** (e.g. 8:00 AM), text you the window. One extra job pays the month.

**Do not** use an 8pm night-emergency line unless the shop actually takes nights. If they refuse nights or advertise 24/7: close / lunch / weekend dark → catch it, book **next open** only. Never invent Saturday if the site does not print it.

## Every Track A email must include

- Owner + shop; pain in **their** printed hours (AM/PM)
- Demo proof: hub Shop→Book→Card path **or** general demos + line **476-2005**
- Trades default story: **5:15 PM / next-open / SMS** (Guy-safe), not 8pm no-AC
- Price band ($199 / $249 / $99 as CoS set)
- “Fake shop, not your line”
- No free trial · Never Fuller

## Held pipeline (do not send)

Austin (Lead E, Lead F Track A; Lead L parked — identities in internal registry) · Columbus/Denver · Jax/Indy/Louisville/Omaha. **0 sent.** AUTHORIZE SEND NO.

## Metrics

Looks/batch ~3–6 · Keep A vs B · Sent = 0 until Barry · $200k ≈ 84×$199 · Year-1 without closer ≈ 15–25 shops.

## Mobile-first publish rules (Helen)

- Viewport meta + readable type ≥16px body on phone
- Single column; stamps/cards stack; tables scroll or become stacked rows
- Demo links tappable (full URL, not tiny)
- Touch targets ≥44px for primary CTAs
- No horizontal trap; test iPhone Safari width

## Publish targets

1. Replace body of `website/projects/ai-assistance/marketing-plan/index.html` with this refresh (stamp **15 Sep 2026**).
2. Point `marketing/index.html` door at marketing-plan + competitor-features + leads.
3. Keep hub Marketing status section consistent: SEND NO · demo **476-2005** · Shop→Book→Card.