Good morning, JP
66
Total Seats
View accounts →
0
Active Leads
View leads →
0
Ports Active
View ports →
0
FOC Actions
Need attention →
🚨 FOC Alerts URGENT
No FOC alerts — add ports to track
Today's Follow-Ups
No follow-ups due today — go knock some doors!
Log Field Visit
Add a door-to-door lead
New Port Request
Submit & track a port
Send Quote
X Giga Quoter
SkySwitch
Open Dashmanager
Platform Guide
Step-by-step help
Open Ticket
Log support issue
Daily Workflow
Resets every morning — check off as you go
Morning
7–8 AM
✓
🏃 Morning Run
Non-negotiable. 20–30 min. Sets the day right.
Health8–9 AM
✓
📋 Open Dashboard + Build To-Do List
Review overnight leads. Check FOC alerts. Write 3 priorities for today.
AdminSales Blocks
9–11 AM
✓
📣 Sales Block 1 — Outreach
LinkedIn DMs, cold emails, B2B marketplace listings, SEO content. Min 10 touches.
Sales11–1 PM
✓
⚙️ Operations — Ports & Onboarding
Check SkySwitch port statuses. Follow up pending customers. Update tracker.
Ops1–2 PM
✓
✍️ LinkedIn Post
1 post/day minimum. VoIP tips, business phone value props, X GIGA brand.
Sales2–4 PM
✓
📞 Sales Block 2 — Close
Call warm leads. Follow up on quotes. Push LOA signing. Chase installs.
SalesEnd of Day
4–5 PM
✓
🗂 Admin + Dashboard Update
Log all activity. Update leads. Check billing. End-of-day notes in Brain Log.
AdminEvening
✓
🔨 Build — SEO / Content / XgAi
Website improvements, blog posts, AI bundle research, Brain Log update.
Build📌 Today's Priorities
📏 Operating Rules
No rep recruitment — online direct sales only
No paid ads — organic only until cash flow stable
WISP paused — focus VoIP until $5K MRR
Target: 20–100 new seats/month
Channels: LinkedIn · Cold email · SEO · B2B listings
Unit economics: $17.99/seat · ~$32 CAC · ~6wk payback
MRR goal: $2,000 by end of month
Brain Log
Persistent memory — auto-saves to your browser · Paste this into every new Claude session
📋 Decisions & History
auto-saves✓ Saved
🔑 Credentials & Links
auto-saves✓ Saved
💡 Ideas & Next Steps
auto-saves✓ Saved
📊 Key Numbers
auto-saves✓ Saved
All Projects
VoIP Sales
LIVEPrimary revenue — $17.99/seat/mo · Online direct
Active seats66
MRR~$1,350
Price$17.99 Basic · $34.99 Pro
PlatformSkySwitch #24871
Sales modelOnline only · No reps
CAC~$32 · Payback ~6wk
XgAi
BUILDINGAI automation add-on bundle · xgiga.net/ai
Platform candidateGoHighLevel
ModelBundle with VoIP or standalone
Target price+$15–30/mo per account
StatusBusiness case TBD
Next stepDefine bundle contents
WISP
PAUSEDWireless ISP — FL & CA expansion · Resumes at $5K MRR
TargetUnderserved areas · Up to 1 Gbps
Beta model1 repeater → 100 users
MarketsFlorida (primary), CA (secondary)
FundingVC + RDOF/USDA grants
Resume triggerVoIP hits $5K MRR
Hosting Resale
PAUSEDWhite-label Zomro hosting · xgiga.net/hosting
ProviderZomro (white-label)
StatusLow priority · No active push
Resume triggerVoIP stable + bandwidth available
Automation Hub
All automated workflows — live, partial, and needs building
2 automations live. Online order flow and port lifecycle are running via Zapier. Several flows need to be built to complete the full stack.
Live ✅
Online Order Flow
Customer fills Google Form → JP gets alert at info@xgiga.net → customer welcome email → port customers get bill-request follow-up → new number path gets separate alert.
Google Form submission trigger
Alert email → info@xgiga.net
Customer welcome email auto-sent
Port path: bill request follow-up
New number path: separate notification
Port Lifecycle (Zapier)
Manages port workflow from LOA to FOC to install. Runs parallel to rep zap (untouched). FOC trigger is still manual — needs automation.
LOA sent via eSignatures.com
Port submitted to SkySwitch
FOC date trigger (manual update needed)
Equipment order reminder (partial)
Install day auto-confirmation (not built)
Needs Building 🔧
30-Day Follow-Up Sequence
Auto-email every new customer at day 7, 14, and 30 post-install. Referral ask + upsell prompt at day 30.
Day 7: How's everything going?
Day 14: Feature tip + referral offer
Day 30: Review request + UCaaS upsell
Lead Nurture Drip
When a lead goes cold (no activity 3+ days), trigger 3-email drip sequence to keep X GIGA top of mind.
Day 3: Value prop reminder
Day 7: Case study / social proof
Day 14: Last chance offer
Referral Program Flow
Customer refers → unique tracking link → JP notified → 2-month credit applied to referrer automatically on new activation.
Referral email blast to existing 66
Unique tracking link per customer
Auto credit on new activation
Billing Alerts
Monthly MRR report to ceo@xgiga.net on the 1st. Alert when DataGate invoice is overdue.
Monthly MRR summary email on 1st
Overdue invoice alert (3-day grace)
New account added → confirmation notify
Install Flow Decision
✨ Self-Install (Goal)
Trigger: Customer selects ConnectUC app-only, OR tech-savvy
Flow: Form → JP ships pre-configured hardware → customer self-installs with video guide
JP time: ~15 min setup call only
Scalable: Yes — unlimited capacity
⚠️ To build: self-install video guide + hardware pre-config process
🔧 JP-Install (As Needed)
Trigger: Physical hardware needed, local LA customer
Flow: Form → Quote → FOC → JP visits on install day
JP time: 1–2 hours on-site
Scalable: No — bottleneck above 5 installs/week
Goal: Push most customers to self-install. JP-install only for 10+ seat accounts.
Sales Pipeline
Door Knock
0Empty
Follow Up
0Empty
Quote Sent
0Empty
LOA Signed
0Empty
Active
45+45 in SkySwitch
All Leads
Lead List
| Name | Business | Phone | Stage | Seats | Plan | Follow-up | Actions |
|---|---|---|---|---|---|---|---|
| No leads yet — go knock some doors! 🚪 | |||||||
Customer Onboarding
📡
PORT Existing Numbers
Customer wants to keep their current phone numbers. Requires LOA, carrier info, port request. Domain built AFTER FOC date confirmed.
✨
NEW Numbers
Customer has no existing numbers, or wants fresh numbers. Buy new DIDs, build domain immediately. Faster setup — no port wait.
📡 Port Flow: Form → Quote → LOA signed → Port submitted → FOC confirmed (TRIGGER) → Build domain + Order equipment + Schedule call + Set up billing → Install day → 30-day follow-up
1
Google Form received
Customer fills X GIGA Order Form. Must capture: business name (EXACT as on bill), business address (EXACT), account #, PIN, BTN (main number), all lines to port, carrier, device choice, bill upload.
2
Send Quote via Quoter
Dashmanager → Quotes → New Quote → Reseller Quote template. Fill customer info, add products with quantities (plan × seats, activation × seats, device). Publish and email. Customer accepts → account shell auto-created in SkySwitch.
3
Generate & send LOA via eSignatures.com
Generate X GIGA branded LOA pre-filled with form data. Send via eSignatures.com. Customer must sign before port can be submitted. Save signed copy for your records.
4
Submit port request in Manage DIDs
Dashmanager → Manage DIDs → New Port. Everything must be EXACT from the carrier bill: business name, address, account #, PIN, BTN, all lines to port. Attach signed LOA. Log in Port Tracker.
5
⚡ FOC DATE CONFIRMED — EVERYTHING TRIGGERS HERE
SkySwitch confirms the Firm Order Confirmation date. Check Manage DIDs regularly. Log FOC date in Port Tracker immediately. Steps 6–8 all happen now in parallel. Do NOT build the domain before this.
6
Build PBX domain in SkySwitch (triggered by FOC)
NOW that FOC is confirmed, create the domain in Manage PBX. Format: BusinessName.24871.service (no spaces, no special chars). Set up extensions (one per seat). Quoter may have already created a shell — check first before creating a new one.
7
Order equipment (triggered by FOC)
Order from SkySwitch Store to arrive before FOC date (ship time 2-3 days — order immediately!). Corded phone ~$22, ATA ~$32 (both covered by $25 activation), Cordless $3.99/mo rental, ConnectUC = no order needed.
8
Schedule welcome call & install visit (triggered by FOC)
Call customer. Confirm install date = FOC date (or day after equipment arrives). Confirm they have working internet. Confirm who will be on site. Walk them through what to expect on install day.
9
Set up DataGate billing with autopay (triggered by FOC)
app.dataportal.nz → Customers → + → fill details (zip required) → add seat charges at plan rate → set rate cards → activate billing on FOC date → set up autopay with customer card.
10
Install day — port goes live
On FOC date: numbers port over automatically. Confirm each line is working. Assign numbers to PBX extensions. Test calls. Set up voicemail. Walk customer through ConnectUC app if applicable. MRR officially added.
11
30-day follow-up
Call or visit 30 days post go-live. Any issues? More seats? Referrals? Best source of new business. Upsell opportunity: UCaaS upgrade, ConnectUC for mobile employees.
Customer Tracker
📡 Port customers: FOC date is the trigger — domain, equipment, call, billing all happen after FOC. | ✨ New number customers: No wait — buy DIDs, build domain, order equipment immediately. Port team: ports@skyswitch.com
Port Tracker
| Business | BTN | Carrier | Submitted | FOC Date | Equipment | Welcome Call | Status | Actions |
|---|---|---|---|---|---|---|---|---|
| No port requests logged | ||||||||
Support Tickets
Open Tickets
| Customer | Issue | Priority | Opened | Ticket # | Status | Actions |
|---|---|---|---|---|---|---|
| No tickets logged | ||||||
SkySwitch Platform Guide
Quoter — Send a Quote
Dashmanager → Quotes
1. New Quote → Reseller Quote template
2. "Prepared For" → customer info
3. Add line items with quantities
4. Mark recurring with ↻ icon
5. Publish → email to customer
✓ Customer accepts → account auto-created
Free: 200 quotes/mo · $75 reactivation if 60 days idle
1. New Quote → Reseller Quote template
2. "Prepared For" → customer info
3. Add line items with quantities
4. Mark recurring with ↻ icon
5. Publish → email to customer
✓ Customer accepts → account auto-created
Free: 200 quotes/mo · $75 reactivation if 60 days idle
Port Request — Manage DIDs
Dashmanager → Phone Numbers
Must EXACTLY match bill:
• Business name
• Business address
• Account # + PIN
• BTN + all lines
• Signed LOA attached
⚠️ Rejection restarts the whole process
Email: ports@skyswitch.com
Must EXACTLY match bill:
• Business name
• Business address
• Account # + PIN
• BTN + all lines
• Signed LOA attached
⚠️ Rejection restarts the whole process
Email: ports@skyswitch.com
DataGate — Billing
app.dataportal.nz
Add new customer:
1. Customers → +
2. Fill details (zip required)
3. Add service items (seats)
4. Set rate cards
5. Activate on FOC date
6. Set up autopay
SSO: Dashmanager → Quick Links → Billing Service
Add new customer:
1. Customers → +
2. Fill details (zip required)
3. Add service items (seats)
4. Set rate cards
5. Activate on FOC date
6. Set up autopay
SSO: Dashmanager → Quick Links → Billing Service
PBX — Provision Domain
Dashmanager → PBX
Create new domain:
1. Manage PBX → Create domain
2. Format: BusinessName.24871.service
3. No spaces, no special chars
4. Set up extensions (1 per seat)
5. Assign numbers after port
Note: Quoter auto-creates shell when quote accepted
Create new domain:
1. Manage PBX → Create domain
2. Format: BusinessName.24871.service
3. No spaces, no special chars
4. Set up extensions (1 per seat)
5. Assign numbers after port
Note: Quoter auto-creates shell when quote accepted
Equipment — Store
Order AFTER FOC date confirmed
• Corded phone — ~$22 (free to customer)
• ATA adapter — ~$32 (free to customer)
• Cordless Wi-Fi — $3.99/seat/mo rental
• ConnectUC app — free, no order
Ship time: 2-3 days. Order early!
Activation fee ($25) covers equipment cost
• Corded phone — ~$22 (free to customer)
• ATA adapter — ~$32 (free to customer)
• Cordless Wi-Fi — $3.99/seat/mo rental
• ConnectUC app — free, no order
Ship time: 2-3 days. Order early!
Activation fee ($25) covers equipment cost
Support — Tickets
Response: avg 6 min 44 sec
Access: Dashmanager → Support → Tickets
Key contacts:
• Ports: ports@skyswitch.com
• Billing/onboarding: onboarding@skyswitch.com
• Tickets: bcmone.itclientportal.com
Account ID: 135883
Access: Dashmanager → Support → Tickets
Key contacts:
• Ports: ports@skyswitch.com
• Billing/onboarding: onboarding@skyswitch.com
• Tickets: bcmone.itclientportal.com
Account ID: 135883
X GIGA Products — Quick Reference
| Product | Price | Type | Equipment | Cost to X GIGA |
|---|---|---|---|---|
| Basic VoIP | $17.99/seat/mo | Recurring | Corded phone or ATA | ~$22–$32 (covered by $25 activation) |
| Professional VoIP | $34.99/seat/mo | Recurring | Corded phone or ATA | ~$22–$32 |
| Starter UCaaS | $29.99/seat/mo | Recurring | Any device | ~$22–$32 |
| Business UCaaS | $49.99/seat/mo | Recurring | Any device | ~$22–$32 |
| Activation Fee | $25/seat | One-time | — | — |
| Cordless Wi-Fi Phone | $3.99/seat/mo | Recurring rental | Cordless phone | No upfront |
| ConnectUC App | Free | — | Customer's phone | $0 |
Active Accounts (CRM)
Live customer data from Stripe + your private notes (saved in browser)
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Total Accounts
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Active
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Pending
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Cancelled
Billing Command Center
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Est. MRR
Last 30 days revenue
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Stripe Customers
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Last 7 Days
— payments
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Stripe Balance
Pending: —
Cash Position & Obligations
📝 Manual — QuickBooks integration coming next
BOA Balance
$238.79
Last manual update
May 1 Expected
$2,004.81
Auto-charge total · +$22.98 House of Hotties
Commissions Owed
$360
Ali $300 · Nate $60
Mom Loan
$1,000
Due May 5 (Silvia)
Commissions YTD
$2,100
Last paid: Tristan $60 (HoH) Apr 22
Reconciliation Gap
-$27 → $95.60
Stephen Nakano: Datagate vs Stripe
Recent Stripe Payments
● LIVE
| Date | Customer | Amount |
|---|---|---|
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All Stripe Customers
● LIVE
| Customer | Stripe ID | |
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Growth Scenarios — Door to Door
| Scenario | Seats/mo | Doors/week needed | MRR Added/mo | 12-mo MRR | Year 1 Revenue |
|---|---|---|---|---|---|
| Minimum | 20 | ~30 | +$409 | $6,258 | ~$53,000 |
| Target | 50 | ~75 | +$1,023 | $13,620 | ~$116,000 |
| Maximum | 100 | ~84 (full pace) | +$2,045 | $25,890 | ~$220,000 |