Research Snapshot

Where We Are — State of Orion AI Co

Read-along companion to the “State of Orion” audio briefing. Updated at the close of every big session. Opens any future Claude session with the current picture so context rot never costs more than 30 seconds of scroll.

Last updated: 2026-04-22 (Wednesday evening, Corpus Christi CST)

🪐 The 30-second read

Orion AI Co is fully scaffolded. Brand, pricing, SOPs, legal drafts, client migration, research, dashboard, and audio library all live on Cloudflare Pages at orion-test-ec0.pages.dev. Nothing is launched publicly yet. The next move is 2 hours of paperwork (DBA, domain, email, brand PDF, socials) to go from “scaffolded” to “live.”

✅ What’s DONE

Brand

• Name: Orion AI Co (30-day working title; permanent candidate Orion Operators)
• Palette + Orion Font locked
• Wordmark + hero banner (gpt-image-2, wide 1536×1024, saved to iCloud gallery)
• Voice + tone: operator not marketer, Texas plainspoken
• Taglines: “Three stars. One system.” (primary) · “Navigate out of lead-gen chaos.” · “Every missed call is a job your competitor just booked.”

Pricing

Docs written

• CLAUDE.md + TUTORIAL.md (Skool standard)
• LEGITIMACY-CHECKLIST.md (12-step launch plan)
• BRAND-BIBLE.md (print-ready)
• 6 legal drafts (MSA, 2 SOWs, Retainer, NDA, Invoice) — all marked DRAFT
• 5 SOPs (Audit, Implementation, Retainer, Onboarding, Offboarding) + Spot Audit SOP
• Client MIGRATION.md (Kairo Strategic → Orion split)
• NEXT-SESSION-QUEUE.md (parked items with plans)
• PLAN-DOGFOOD-PIPELINE.md (prove-it-on-ourselves plan + pushback doc)

Research complete (10 docs, ~15K words)

• Competitor landscape (RYNO + Blue Corona merged; Avoca enterprise; AAA swarm)
• Pain points (29 Reddit threads; LSA penalty loop = strongest wedge)
• Corporate doc inventory (TX tax flags, DBA vs LLC, ops stack)
• Legal / AI voice outbound (TCPA 8/10 risk → inbound only)
• GHL stack viability (use GHL alone, skip Instantly)
• Twitter monitor simulation (@ClaudeDevs verified; Apify cron gated on regression test)
• Replicable patterns audit (WashWorks = first client to absorb Orion structure)
• Ultra Review + Ultrathink setup (just /ultrareview, no password)
• Customer-facing 3-star options (winner: INSPECT / INSTALL / RUN)
• FCC0316 spot audit (owner not public; 3 candidates shortlisted)

Dashboard (Cloudflare Pages)

• URL: https://orion-test-ec0.pages.dev
• 20 sections: Hub · Flow · Queue · Plan + Pushback · Pipeline · Brand Bible · Customer 3-Star · Legitimacy · Migration · Spot-Audit SOP · Competitors · Pain Points · Corporate Inventory · Legal · GHL Stack · Twitter Sim · Patterns Audit · Ultra Review · Briefings · Backups
• Dashboard-style Hub: KPI strip, “Today’s Focus” card, pushback banner, workflow chart, quick-action grid, research cards
• Flow tab: 4 system maps (Prospecting · Intelligence · Field Notes · Autonomous Agent)
• Zero broken links (audited)

Audio library (12 briefings)

Stored in Briefings page, chronological, each with date · time · duration · 1-2 sentence summary · download button. Most recent on top.

Pipeline

Memory rules locked (active now)

1. ngrok permanently banned — Cloudflare Pages only
2. GPT Image 2 default for all images; iCloud gallery auto-populated
3. Subagents = Sonnet through Monday 2026-04-28 reset
4. Audio per medium NTFY push — double-explain + clearly-marked short-version ending
5. Non-technical default language
6. No em dashes (ever, anywhere)
7. “Dogfood” term retired
8. @ClaudeDevs is the verified Twitter handle (not @AnthropicAI as earlier research got wrong)
9. No cold AI voice outbound — inbound only (TCPA 8/10 risk)

🟡 What’s IN-PROGRESS

• Hero banner generated; iterating if Anthony wants variants
• Twitter monitor sim ready for regression test (3 real tweets) before Apify cron deploys
• Replicable-patterns audit complete; WashWorks replication is the first execution target

🔴 What’s NOT YET DONE (Tier 1, waiting on Anthony)

Total cost: <$200 · Total time: ~2 hours · Outcome: Orion is publicly live

📥 What’s PARKED (pick one for next session)

1. Apple Notes → KAIRO monitor. Drop a note in iPhone folder, daemon pings active KAIRO session. Unlocks field-capture workflow.
2. Orion Operator agent MVP. Autonomous agent with credentials vault + $200 spending ceiling. First mission: research + sign up for 3 voice platforms, run test calls, deliver comparison PDF.
3. Jake Baumann UGC prototype. GPT Image 2 + Seedance 2. First-person faux-UGC video pipeline for Orion + clients.
4. Email migration. Titan on new Orion domain via name.com.
5. Content-pipeline project folder. Separate project for all TikTok/YouTube/SMS content work, cross-links from Orion.
6. WashWorks Orion-pattern replication. Highest-priority client absorption per the Patterns Audit.
7. Long-page collapsible sections. First h2 always visible, deep dive taps to expand. Helps with context rot on mobile.

📅 Calendar

• Mon 4/27 6:00 PM — Liam Ottley webinar, $36K-first-months cohort member walks funnel. Record + transcribe + extract playbook.
• By end of week — ideally Tier 1 complete so outbound can start domain warmup
• Mon 4/28 — weekly reset; Opus agents re-enabled, Sonnet-only rule expires

🎧 Listen instead

“State of Orion” audio briefing (~9-10 min) walks through everything above in plain language, with the short-version anchor at the end so context rot can’t lose you. See Briefings page.

🔗 Quick links

• Dashboard: https://orion-test-ec0.pages.dev
• Briefings: https://orion-test-ec0.pages.dev/#briefings
• Pipeline: https://orion-test-ec0.pages.dev/#pipeline
• Next-Session Queue: https://orion-test-ec0.pages.dev/#queue
• Image gallery (iCloud): ~/Library/Mobile Documents/com~apple~CloudDocs/KAIRO-uploads/image-gallery/

Flow (How it all connects)

Every part of Orion mapped end-to-end. Each node links to its own dashboard page.

The prospecting flow

The intelligence flow (KAIRO → Orion)

The field-notes flow (Apple Notes → KAIRO)

The Orion Operator flow (autonomous agent)

What this means for you

• Top flow is the money path. Every step has a dashboard page you can drill into. Tap any node above.
• The three lower flows feed the top one. Field notes come in, intel comes in, and the autonomous agent handles the grunt work so Anthony stays on the phone with humans.
• Each flow is a separate system that can be built, tested, and shipped independently. None blocks another. Order of build is in the Next-Session Queue.

Next-Session Queue — Big Ideas Parked

Anthony asked for several systems during the 2026-04-22 mobile session while the SPA was getting rebuilt. This doc captures each as a scoped plan so none of them evaporate.

Updated: 2026-04-22 (late afternoon)

1. The Orion Operator (autonomous agent)

What Anthony asked for: An agent with its own credentials that can research, sign up for free tiers, pay for minimum-tier things on a funded card (~$200 ceiling), run test integrations end-to-end on sample businesses, and report back with a working proof. While Anthony does Stripe / storefront work in another window.

Concept name: “Orion Operator.”

Tier-based autonomy (adapted from KASP):

Credentials vault spec (needs setup next session): - Location: ~/KAIRO/projects/orion-ai-co/credentials/ (gitignored, locked with macOS Keychain item) - Store: primary email (anthonyponce@ovrcomemedia.com), Titan creds, name.com creds, a dedicated “Orion Operator card” with $200 limit (virtual card via Privacy.com or Stripe Issuing) - Rotation: every 90 days, logged - Read access: only the Orion Operator agent role, only when agent is in active task

Safety rules: - Spending ceiling enforced in agent spawn prompt: “Under $20 auto. Over $20 NTFY first.” - No destructive actions (deleting accounts, canceling services) without explicit YES in conversation - Log every action to ~/KAIRO/brain/live/operator-log.jsonl - Daily NTFY summary: “yesterday Operator did X, Y, Z, spent $Z, flags: […]”

First scoped mission (MVP): - Research 3 voice agent platforms at the small-operator tier (Rosie, LeadTruffle, a Synthflow self-serve build) - Sign up for free trials on all 3 - Configure each with a dummy HVAC script - Run 5 test calls per platform from a burner number - Produce a side-by-side comparison PDF: setup time, call quality, cost, integration friction - Budget cap: $60 total (enough for 3 starter tiers for one month each)

Status: Not built. Requires next-session work: credentials vault setup + virtual card procurement + first mission brief.

2. Apple Notes → KAIRO monitor

What Anthony asked for: Drop a note into a specific Apple Notes folder. Monitor daemon sees it, pings the active KAIRO session via NTFY, KAIRO picks up the content on the next interaction. Like the Dropbox transcript flow, but for quick field notes.

Simplest working path: 1. Apple Notes folder named KAIRO-Inbox 2. LaunchAgent on Anthony’s Mac polls that folder every N minutes via AppleScript 3. New notes export to ~/KAIRO/brain/live/notes-inbox/YYYY-MM-DDTHHMM.md (one file per note) 4. AppleScript also fires NTFY to kairo-ant-updates topic saying “new note arrived: [first line]” 5. Next KAIRO session startup reads notes-inbox/ folder as part of session-init; surfaces any unread notes

Polling cadence: every 5 minutes (reasonable balance of freshness vs Mac CPU)

How the KAIRO session “hears” it mid-conversation: Two options: - Option A (simple): KAIRO checks notes-inbox/ at each user turn. On a new file, surfaces it naturally: “you also just sent a note about X, want me to act on it?” - Option B (reactive): LaunchAgent fires a hook into the active Claude Code session via a sentinel file ~/KAIRO/brain/live/kairo-interrupt which the KAIRO main loop checks. More elegant but more plumbing.

Start with Option A.

Content pipeline integration: When a note contains a URL (YouTube, TikTok, Twitter, transcript), route it to the correct inbox: - YouTube/TikTok URL → content pipeline inbox - Truck sighting name → spot audit inbox - Random thought → braindump inbox - Note with “webinar” tag → Liam Ottley capture inbox

Classification done by KAIRO on pickup. User doesn’t tag manually.

Status: Not built. Requires next-session work: AppleScript + LaunchAgent + test note round-trip. Need macOS Automation permission for Apple Notes access (user grants once).

3. Content Pipeline — own project folder

What Anthony asked for: Everything Anthony has done on TikTok, YouTube, and other content platforms moved into a dedicated project folder. Everything reusable by Anthony AND by future clients.

Proposed path: ~/KAIRO/projects/content-pipeline/

Folder skeleton (to scaffold next session):

~/KAIRO/projects/content-pipeline/
├── CLAUDE.md                 # project memory
├── TUTORIAL.md               # Skool standard
├── pipeline/
│   ├── braindump/            # raw voice-to-text from iPhone
│   ├── drafts/               # scripts in progress
│   ├── queue/                # ready-to-film
│   ├── filmed/               # post-production pending
│   ├── edited/               # ready-to-publish
│   └── published/            # live on platforms
├── assets/
│   ├── clips/                # reusable B-roll
│   ├── thumbnails/
│   └── music/
├── research/
│   ├── tiktok-top-200.md     # analyzed top-performing TikToks
│   ├── youtube-archive.md    # YouTube transcripts + analysis
│   └── competitors/          # thaddeusai-report, etc. (migrated from output/)
├── templates/
│   ├── tiktok-hook-library.md
│   ├── youtube-intro-templates.md
│   └── script-forge-prompts/
├── ugc-ai/                   # NEW: Jake Baumann-style AI UGC pipeline
│   ├── README.md
│   ├── gpt-image-2-prompts/
│   ├── seedance-2-prompts/
│   └── output/
├── inbox/                    # drop zone for new ideas, URLs
└── credentials/              # platform API keys (gitignored)

Migration source: - ~/KAIRO/content/script-forge/ → move to content-pipeline/templates/script-forge-prompts/ - ~/KAIRO/content/training-data/ → move to content-pipeline/research/training-data/ - ~/KAIRO/agents/content-agent/ stays but references new paths - TikTok/YouTube transcripts in Dropbox stay in Dropbox (too big to duplicate) - Historic ~/KAIRO/skool/output/ content-related HTMLs link from content-pipeline/research/

Dashboard integration: Content Pipeline gets its own SPA section OR (probably better) its own Cloudflare Pages project at content-pipeline-ec0.pages.dev with its own Command Center. Cross-linked from Orion Hub.

Status: Not built. Requires next-session work: folder scaffold, migration script, register in PROJ_REGISTRY as 📹 content-pipeline.

4. Jake Baumann UGC-AI recreation

What Anthony sent: Screenshot of @Jake_Joseph on X showing a first-person selfie image with caption “Old people on Facebook are absolutely cooked. GPT Image 2 + Seedance 2.” Photorealistic, mundane setting, looks completely human-shot.

What he’s doing: - GPT Image 2: static image generation with in-image text + photorealism (we already have this via Image Forge) - Seedance 2: video generation from static image + text prompt, supports lip-sync and motion continuity - Combined: static selfie → animate subtle motion → voice-over via ElevenLabs → faux UGC video

Why it works: - Mundane settings (coffee shop, hallway, hair salon) feel real, not cinematic - First-person POV = no full face visible, fewer AI tells - Bright natural light masks AI artifacts - Voice-over from a real person (or good voice clone) sells the authenticity - Old people on Facebook do not Google whether the shot is real. They share it.

Recreation path (prototype, 90 mins of work): 1. Use Image Forge (already at ~/KAIRO/projects/image-forge/) with gpt-image-2 to generate base static shots. Prompt pack: “first-person selfie, woman holding phone, muted interior, natural light, shallow depth, mundane setting.” 2. Feed static into Seedance 2 via its API (check current pricing, likely $0.05-$0.15 per 5-second clip). Prompt: subtle head turn, arm movement, background drift. 3. Layer voice-over via kairo-voice / ElevenLabs clone. 4. Output: 10-15 second vertical video, publish-ready.

Applications for Orion: - Authentic-feeling testimonial-style videos for clients (who never appear on camera) - “Day in the life” style content for service businesses without them filming - TikTok hooks that don’t require a human in frame - Cold email + LinkedIn personal-message videos at scale (careful about disclosure ethics)

Ethics note: Disclosing AI-generated content in ads will be required in more jurisdictions over 2026. Plan for labeled usage. Unlabeled goes to Facebook normies; labeled goes to ad accounts.

Status: Concept only. Prototype in next session if Anthony green-lights.

5. Why one tool, not two? (answer to Anthony’s GHL question)

Anthony asked: “Why GHL + Smartlead? Why not just GHL, or just my name.com Titan email?”

Short answer: At your starting volume, just use GHL. Skip Instantly/Smartlead for now.

Longer answer: - Titan email (your current name.com inbox): NOT built for cold outbound. It’s a 1-to-1 personal business email. Send 100 cold emails in a day through Titan and the account gets flagged + potentially suspended. That kills your real business email too. - GHL email CAN do low-volume cold email (25-50/week) from a dedicated subdomain (like go.orionai.co separate from mail.orionai.co). It will NOT beat a dedicated cold-email tool on deliverability, but at low volume it’s fine. - Instantly / Smartlead specialize in high-volume cold email: rotate between 5-10 inboxes per domain, automatic warmup, detailed deliverability analytics. Overkill for 25-50/week. Essential for 500+/week.

New recommendation: - Start: GHL Unlimited ($297/mo) + your existing name.com domain on a dedicated subdomain for outbound. A2P already registered = win. Total ~$297/mo. - Scale trigger: add Instantly ($97/mo) only if you’re sending 200+ cold emails/week AND your reply rate drops below 3%.

Saves you ~$100-$150/month for the first 6-12 months. Simpler dashboard. Single tool to learn.

6. Email migration: Titan → Orion

What Anthony has: - name.com domains (primary registrar) - Titan email on ovrcomemedia.com: anthonyponce@ovrcomemedia.com - Willing to pay to port / set up Orion email on a new domain

Path (next session): 1. Anthony picks Orion domain (orionaico.com / orion-ai.co / orionoperators.com / etc.) and buys on name.com if not already 2. Set up Titan email on new Orion domain (name.com offers Titan at $2.99-$4/mo/box) 3. Create two inboxes: anthony@[orion-domain] (primary) and hello@[orion-domain] (intake) 4. DNS for cold-outbound: dedicated subdomain like go.[orion-domain] with SPF/DKIM/DMARC configured 5. Set up forwarding or alias so Anthony sees everything in one place 6. Update LinkedIn, business cards, NTFY templates, signature block with new email

Cost: ~$15/yr domain + ~$6/mo email × 2 boxes = ~$160/year.

Status: Not started. Low-complexity, user can do this himself or Orion Operator does it in its first mission with user approval.

7. Dashboard interop (flow charts + content pipeline link)

What Anthony asked for: - Flowchart tab showing where everything is - Orion logo tap → back to dashboard home - Content pipeline integrated into dashboard

Status: - ✅ Logo-as-home link (fixed this session) - ✅ Flow section added (this session) - 🟡 Content-pipeline project folder (queued above as item #3)

Execution order recommendation

If Anthony asks “what should we do next,” here’s the priority stack:

1. Content pipeline folder scaffold (next session, 30 min) — prerequisite for UGC-AI + content dashboard
2. Apple Notes monitor (1-2 hours, needs TCC permissions + testing) — big workflow unlock
3. Orion domain + email migration (1 hour, blocks cold email start) — unlocks outbound
4. Orion Operator agent MVP mission (2-3 hours) — big strategic win once credentials vault is set up
5. Jake Baumann UGC prototype (90 min, fun + strategic)
6. Simplified stack — just GHL at Unlimited, skip Instantly for now (Anthony approves this when ready)

Everything else (auto-outbound, voice cloning, full agents) is downstream of these six.

The Dogfood Pipeline — Plan + Pushback

Anthony’s ask: use Orion’s own prospecting pipeline on Orion, so when we sell this system to a home-service client we can prove “we built it on ourselves first.” Email machine → AI voice follow-up → booked appointment. Built in GoHighLevel. Then sell the same system to prospects.

This doc: what we build, what we do NOT build, and why.

Updated: 2026-04-22 Status: Approved concept. Execution gated on the three DO-NOTs below.

TL;DR (read this first)

The dogfood pattern is correct. The stack is GoHighLevel ($297/mo) as the back half, Instantly or Smartlead ($97-$150/mo) for cold email on the front. Total ~$437/mo steady. Break-even at 2-3 paying Orion clients. You can and should run Orion’s own prospecting through it.

The one thing we are not doing: AI voice calling cold prospects. That is 8/10 legal risk, $500 to $1,500 per call fine floor, actively being sued in 2026. We replace that step with personalized email + LinkedIn DM + your own live voice for the top 5-10 prospects per month. AI voice stays inbound only. That’s where Orion’s money is anyway.

Nothing else in the vision changes. Pipeline, dogfood, book-the-appointment flow, CRM dashboard, content about “how Orion uses Orion” all ship. Just with a safer outbound motion.

The three DO-NOTs

1. 🚫 Do not use AI voice to cold-call prospects

Why: The FCC ruled in Feb 2024 that AI-generated voice calls without prior express written consent are illegal under TCPA. That ruling is settled law in 2026. Fines are $500-$1,500 per call with no cap. Enforcement is accelerating and there are active class actions. The “B2B exemption” does NOT cover you: most small-business owners in Texas use a cell phone as their business line, and TCPA applies to cell numbers identically regardless of who owns them.

What this means for us: One Corpus Christi HVAC guy gets an AI voice from Orion at 7 PM, he Googles “TCPA lawsuit,” your phone rings. Call 2 is 2x the damages. Call 10 is the brand dead. Not worth it.

2. 🚫 Do not cold-SMS without prior consent

Why: Texas SB 140 expanded in 2025 to explicitly cover text marketing. Same TCPA exposure. Same fine structure.

What this means for us: SMS is only for people who’ve opted in (replied to an email, booked a call, or agreed via a lead form). After that, SMS is a killer channel. Before that, don’t touch it.

3. 🚫 Do not send cold email from a new domain on day 1

Why: New domains with zero sending history go straight to spam. Gmail, Outlook, Yahoo all penalize unwarmed senders. You’ll send 500 emails, deliver 50, get zero replies, and think cold email doesn’t work. It works. But you need 30-45 days of domain warmup first.

What this means for us: Whatever domain you pick (orionaico.com, orion-ai.co, etc.) goes into Instantly’s warmup program the day you buy it. Inbox health builds automatically while you’re doing everything else. By the time you’re ready to send real outbound, the domain is trusted.

The dogfood stack (recommended)

Year-1 projection: ~$5,288 including A2P one-time. Break-even: 2-3 paying Orion clients at $197-$297/mo SaaS-mode resale, OR covered by one Implementation engagement.

Why this combo: - GHL alone is NOT great at cold email (domain warmup is limited, sender reputation on shared infra). Instantly/Smartlead owns that. - Dedicated cold-email tools are NOT great at nurture/CRM/booking/voice. GHL owns that. - This is what the Liam Ottley cohort is actually running in 2026. - Both tools white-label into Orion branding for client resale.

The flow (what happens when Anthony spots a truck)

1. Truck spotted. Anthony says a name into an iPhone Shortcut (future) or texts Claude (today).
2. Spot Audit brief written into clients/pipeline/[slug].md within 20 minutes. (This already works.)
3. Top prospect gets added to Instantly. Enriched with decision-maker name + owner email + LinkedIn.
4. Cold email sequence (3 touches, 7 days apart, personalized off the brief). First touch references the specific pain signal Orion found (no website, bad reviews, missed-call signal).
5. Reply detected → Instantly pushes the lead to GHL via webhook.
6. GHL takes over:
   • Opportunity created in CRM
   • SMS (now consented, they replied) with booking link
   • Booking = Cal.com embed → GHL calendar
   • No booking in 3 days → follow-up SMS
   • No reply → add to LinkedIn outreach queue (manual until verified safe)
7. Appointment happens. Orion walks the Audit conversation.
8. Audit SOW sent via PandaDoc or GHL document signer.
9. Paid. Add to active clients.

Voice AI’s role in this flow: - Answers Orion’s inbound line 24/7 (yes) - Handles people who CALL Orion after getting an email (yes) - Handles people who book after opting in (yes, they already consented to contact) - Does NOT cold-call a single prospect (this is the line)

90-day rollout (phased, non-technical)

Days 1-14: Foundation

• Domain bought, email on domain, Instantly domain warmup begins (automated)
• GHL Unlimited account created, branded
• 2-3 test prospects (friends/existing Ovrcome Media clients) added manually to test the entire flow
• Inbound line set up with AI voice agent (Orion’s own reception)
• Zero cold outreach yet

Days 15-30: Playbook build

• First 10 spot-audit prospects researched into the pipeline
• Cold email templates drafted for each category (HVAC, plumbing, electrician, roofer)
• A2P 10DLC registration submitted
• Book one test call with a friendly contact to validate the end-to-end flow

Days 31-60: Live outbound at 25/week

• Domain now warmed, trust established
• Send 25 cold emails per week to researched prospects
• Track: open rate, reply rate, booking rate, close rate
• Anthony’s live voice for top 5 prospects per month (boots-on-ground)
• Document every win + loss into SOPs

Days 61-90: Scale + resell

• Volume up to 75 cold emails per week if metrics hold
• First 2-3 Orion clients signed off the pipeline
• Package the “how we did it” as sales content (Loom walkthroughs, case-study PDF)
• Start offering GHL SaaS-mode resale to clients as Retainer add-on

The Twitter monitor (Claude Devs → KAIRO)

Status: Research done. Simulation pending. Not deployed.

Finding: There’s no dedicated “Claude Devs” Twitter handle. The canonical account is @AnthropicAI (verified official), plus @claudeai (product account). Ultra Review came from @AnthropicAI. Monitor both.

Path: Apify Twitter Scraper Lite actor on a 4-hour cron. $5.76/month, fits free tier. Webhook delivers new tweet JSON to a Cloudflare Worker (NOT ngrok, ngrok is dead) which writes to a KAIRO inbox file. KAIRO’s next session picks it up, evaluates fit via orchestrator logic, optionally spawns a Sonnet viability-sim agent.

Gate before deploy: Run the simulation first. Hand-feed the known Ultra Review tweet through the evaluation logic. If KAIRO correctly identifies it as “high-fit” (worth a viability test) and the viability-sim agent produces a useful report, THEN we deploy the cron. If the evaluation logic is noisy or produces false positives, we iterate in simulation until it’s reliable.

See: research/apify-twitter-monitor.md for the full implementation details.

What’s NOT changing

Everything else from the existing Orion plan stays: - Three-star architecture (Audit / Implementation / Retainer) - Brand bible, legal drafts, SOPs, client migration plan - Spot Audit workflow for truck sightings - Command Center SPA as the live dashboard - Cloudflare Pages as primary hosting

Next decisions needed from Anthony (not urgent)

1. Pick the domain today (orionaico.com / orion-ai.co / orionoperators.com)
2. Confirm GHL Unlimited is the right starting tier (or start Starter at $97/mo and upgrade when onboarding first client)
3. Confirm Instantly vs Smartlead preference (both are fine; Instantly has a cleaner UI, Smartlead has better warmup reputation per 2026 community feedback)
4. Green-light the Twitter monitor simulation (yes to hand-feed test? → KAIRO runs it next session)

Everything else is already locked.

Prospect Pipeline

Every truck Anthony spots → 20-min public-data audit → 1-page brief with outreach angles. Briefs ranked by fit.

Orion Pipeline — Prospect Tracker

Running index of every prospect Anthony has briefed. Updated each time a new spot audit lands.

Updated: 2026-04-22

Status Legend

• 🆕 New — brief written, no outreach yet
• 📤 Contacted — outreach sent, awaiting reply
• 🤝 Qualified — replied, wants a conversation
• 📋 Audit scheduled — paid Audit SOW signed
• 🟢 Client — active; folder moved to clients/[slug]/
• 🕐 Cold — no response after 2 attempts
• ❌ Dead — declined or confirmed not a fit

Active Pipeline

Summary

• Total prospects: 4
• Target-fit: 3 (Texas Coast cold-call queued, Ice Cold Yeti verbal-yes, JM Electric cold)
• Not-fit: 1 (Pro Tech: referral source candidate, not sales)

Top Next Action

JM Electric. Decision-maker is Jimmy L. Mellard Jr. Phone goes direct. No website, no managed GBP, no Facebook / IG for the Corpus Christi entity, BBB A+ since 1993, 469 permits per BuildZoom, pain score 15/18. This is a textbook Orion target. TX TDLR license CTR-142 expires Dec 2025, worth a lookup before the call.

Pro Tech. Not a sales call. Dan Whiteside has 40 years in Corpus HVAC. A no-pitch LinkedIn DM asking “who are the sharp small residential shops getting crushed right now” likely yields 2-3 actual Orion-sized targets.

Maintenance

When a new brief is written: 1. Drop [business-slug].md in this folder 2. Add row to the Active Pipeline table above 3. Update Summary counts 4. Set Top Next Action to whichever prospect is hottest 5. Rebuild SPA so the Pipeline section updates on the Command Center

Orion AI Co — Brand Bible v0.1

Last locked: 2026-04-22. Print-ready. Source of truth for every Orion visual, written, and spoken asset.

1. Identity

Name: Orion AI Co 30-day working title. Permanent candidate under consideration: Orion Operators.

Rebrand from: Kairo Strategic / Everyday AI Club (2026-04-22).

Category: AI implementation agency.

Owner: Anthony Ponce, Corpus Christi, Texas.

2. Origin Story (the one-paragraph version)

The three stars of Orion’s Belt (Alnitak, Alnilam, Mintaka) were navigation markers for ancient sailors. The belt was not decoration. It was a functional system that guided people home. Orion AI Co is built on the same idea: three services, arranged in order, that take a home-service operator out of lead-gen chaos and back to a predictable calendar.

Use this as the About page, investor intro, LinkedIn summary, and podcast pitch.

3. Three-Star Architecture

Customer-facing language TBD. See brand/customer-3-star-options.md for candidate framings.

4. Pricing

Audit is the lead magnet / qualification tool. Most audits are free or low-fee and roll into Implementation.

5. Target Audience

• Primary: 60-year-old Texas home-service operators (HVAC, plumbing, electricians, roofers, contractors, landscapers)
• Markets: Corpus Christi beachhead, expanding to South Texas then state-wide
• Business stage: Existing, cash-flowing, frustrated with growth tools. NOT startups. NOT VC-funded.
• Pain triggers: Missed calls = lost jobs. Wasted ad spend. Too many tools. Can’t keep up with leads.
• Emotional state: Tired. Skeptical of shiny objects. Respects operators, not marketers.

6. Positioning

The operator who installs the system. Orion is a technical implementer, not a marketer. “Anthony Ponce with Orion AI Co” should carry the same weight as calling an electrician: professional, timeless, trustworthy.

7. Anti-Positioning (what Orion is NOT)

• Not a “local marketing guy”
• Not a startup
• Not VC-speak or accelerator baggage
• Not generic AI buzzwords
• Not neon, not millennial gradients, not emoji-heavy
• Not agency ornamentation (“creative direction,” “synergistic,” “unlock your potential”)

If a word could come out of a WeWork panel, it does not belong on Orion’s site.

8. Visual Identity

8.1 Palette

8.2 Typography

“The Orion Font” = bold condensed geometric sans-serif, all caps, tight tracking, weight 900.

Reference fonts (use any): - Druk Wide Bold - Neue Haas Grotesk Black - Inter 900 (fallback web-safe)

Rules: - Always all caps for the wordmark, headlines, and price numbers - Tracking: about -10 (tight) - Never italic - Body text can use a neutral sans (Inter 400/500) but not the display font

8.3 Mood

• Masculine, classical, timeless
• Editorial, not startup
• Celestial, navigational (stars, belt, guidance, home)
• Kennedy-era typographic discipline
• Engineering and operator language (systems, installation, turnkey)

8.4 Logo

Current: wordmark “ORION AI CO” in The Orion Font, white on navy.

Pending: wordmark with three stars above the lettering (Orion’s Belt arrangement). See image batches: - v1: ~/KAIRO/projects/image-forge/output/2026-04-21/orion-landing-v1/ - v2: ~/KAIRO/projects/image-forge/output/2026-04-21/orion-landing-v2-fixes/

9. Voice & Tone

• Declarative, not speculative. “Every missed call is a job your competitor just booked.” NOT “You might be losing jobs.”
• Short sentences. Sentence fragments are fine.
• Texas plainspoken, not corporate. Say “phones keep ringing” not “inbound call volume.”
• Never use: “unlock,” “unleash,” “synergy,” “cutting-edge,” “disrupt,” “revolutionize,” “game-changer,” “journey”
• Avoid em dashes (hard rule across all KAIRO output)

10. Taglines (ranked)

1. “Three stars. One system.” (primary — hero)
2. “Navigate out of lead-gen chaos.” (paired with belt-roadmap)
3. “Your AI answers every call. You show up and collect.” (voice agent angle)
4. “Every missed call is a job your competitor just booked.” (pain hook)

Rotate #3 and #4 as secondary below #1 and #2 depending on angle of ad / asset.

11. Domain

Current: TBD. orion.ai taken.

Shortlist to acquire (pick one within 72 hours to avoid squatting): - orionaico.com - orion-ai.co - orionaitx.com - goorion.com - orionoperators.com (if choosing permanent “Orion Operators”)

Decision criterion: pronounceable on a cold call, spells cleanly on a truck wrap, survives being heard in a noisy bar.

12. Usage Rules

• Wordmark on dark background only, except business cards which can invert (navy wordmark on white card stock with gold underline).
• Never stretch the wordmark. Never italicize.
• Gold accent on stars only, never on large text blocks.
• Voice and tone rules apply to: site copy, social captions, SMS to clients, email signatures, invoice line items, contract recitals, LinkedIn posts, podcast pitches.

13. Change Log

• 2026-04-22: v0.1 locked from brand-decisions.md. First Brand Bible committed.

Orion AI Co — Customer-Facing 3-Star Frameworks

Internal architecture (locked): Audit / Implementation / Retainer = Alnitak / Alnilam / Mintaka. This document: 12 customer-facing translations of that same belt. The customer does not buy an audit. The customer buys their phone ringing and a booked calendar. These are the three stars they see. Primary tagline (locked): “Three stars. One system.” Audience test: Can Anthony say this on a cold call to a 62-year-old roofer in Corpus Christi at 7:15 AM without sounding like a marketing agency? If no, it fails.

Direction 01 — See. Set. Ring.

Three stars: SEE / SET / RING

• SEE — We find where your leads die. Missed calls, dead form follow-ups, the ad dollars you’re burning on people who never hear back.
• SET — We install the system. Voice agent, text follow-up, calendar, so every lead gets a response in 30 seconds whether you’re on a roof or asleep.
• RING — Your phone rings with booked jobs. You show up, close, collect.

Emotional arc: Confused about where the money’s going, to in the truck working booked jobs.

Hero headline: Three stars. One system. Your phone rings, your calendar fills, you show up and collect.

Hero subhead: Most contractors don’t have a lead problem. They have a follow-up problem. We find the leaks, install the system that plugs them, and make sure your phone rings with booked jobs instead of tire-kickers. Three steps. Thirty days. Then it just runs.

Wins: Three hard one-syllable verbs. “RING” is the outcome the customer actually wants. “SEE” is inspection language every tradesman uses daily. Loses: “SET” is softer than the other two. Rhythm dip in the middle. Reads vague to some.

Direction 02 — Find It. Fix It. Fill It.

Three stars: FIND / FIX / FILL

• FIND — Find where the money’s leaking. Which calls go unanswered, which leads ghost, which ads don’t convert.
• FIX — Fix the leak. Voice agent answers every call, text follow-up hits in 30 seconds, calendar books itself.
• FILL — Fill the calendar. Booked jobs, qualified, confirmed, show-up rate above 80%.

Emotional arc: Watching money leak, to a full week on the schedule.

Hero headline: Find the leak. Fix the leak. Fill the calendar.

Hero subhead: Every missed call is a job your competitor just booked. We audit where your leads die, install the system that catches them, and manage it so your calendar fills without you thinking about it. The plumber who can’t find his own leak. We find it.

Wins: Plumbing language the audience speaks native. “Money leak” resonates with operators who’ve felt ad spend evaporate. Perfect alliteration. Loses: Leans plumbing-specific. Could feel cute to a 60-year-old who’s heard every pitch.

Direction 03 — Chart. Course. Coast.

Three stars: CHART / COURSE / COAST

• CHART — We chart where you’re losing money right now. Every missed call, every dead lead, every wasted ad dollar on one page.
• COURSE — We set the course. Install the voice agent, the follow-up, the calendar. Thirty days, turnkey.
• COAST — You coast. We run it monthly. Phone rings. Calendar fills. You show up.

Emotional arc: Lost in lead-gen chaos, to cruising with the system running itself.

Hero headline: Chart the problem. Course the fix. Coast on the system.

Hero subhead: Orion’s Belt guided sailors home for three thousand years. Same principle. We chart where your business is leaking leads, set a course that plugs every leak in thirty days, then run it for you so you coast. Three stars. One system. You show up and collect.

Wins: Perfect navigation-theme integration. “COAST” reframes the retainer as reward, not recurring bill. Three hard C’s, tight rhythm. Loses: “COAST” can read as lazy to a blue-collar audience that takes pride in hustle. Tough sell emotionally. Test before committing.

Direction 04 — Sight. Set. Sail.

Three stars: SIGHT / SET / SAIL

• SIGHT — Sight the problem. We audit every lead source, every missed call, every dead follow-up.
• SET — Set the system. Voice agent, text follow-up, calendar, turnkey install in thirty days.
• SAIL — Sail. It runs. We maintain. You work.

Emotional arc: Stuck in port with the phone silent, to moving at full speed.

Hero headline: Sight it. Set it. Sail.

Hero subhead: The belt was a navigation tool before it was a logo. We use the same three-point method. Sight the leaks. Set the system that plugs them. Sail while it books jobs for you. Three stars. One system. Thirty days to turnkey.

Wins: Classical, masculine, navigation-pure. Beautiful on a business card. Matches Kennedy-era typographic discipline. Loses: “SAIL” as a verb for a roofer is a stretch. Texas HVAC guys don’t sail. “SIGHT” as a verb is correct English but unfamiliar in casual speech. Could feel too poetic.

Direction 05 — Inspect. Install. Run.

Three stars: INSPECT / INSTALL / RUN

• INSPECT — We inspect your lead flow like you’d inspect a panel or a condenser. Show you every break in the chain.
• INSTALL — We install the system. Like any good install: once, right, turnkey, warrantied.
• RUN — We run it monthly. Tune-ups, updates, performance review. Same as a maintenance contract.

Emotional arc: “I don’t know what’s wrong,” to “I have a guy who runs it.”

Hero headline: We inspect it. We install it. We run it.

Hero subhead: You’re in the trades. You know how this goes. Inspect first. Install right. Run maintenance so it doesn’t break. We do the same thing with your lead system. Voice agent catches every call, text follow-up hits in thirty seconds, calendar books itself. Thirty-day install. Monthly tune-ups. Three stars. One system.

Wins: THIS IS THE TRADESMAN’S LANGUAGE. Every word is already in daily vocabulary. Zero translation friction. Maps 1:1 to Audit / Implementation / Retainer. Passes the cold-call test at 100%. Loses: Lacks poetry. Doesn’t reinforce the Orion navigation story. “RUN” is slightly weak as a standalone star.

Direction 06 — Diagnose. Do. Done.

Three stars: DIAGNOSE / DO / DONE

• DIAGNOSE — We diagnose the lead leak. Where calls die, where follow-up breaks, where money burns.
• DO — We do the install. Thirty days. Voice agent, automation, calendar, turnkey.
• DONE — Done. System runs. You work. We maintain.

Emotional arc: “Nothing’s working and I don’t know why,” to “handled.”

Hero headline: Diagnose. Do. Done.

Hero subhead: Three stars. One system. We diagnose what’s broken in your lead flow, do the install, and keep it running so you never think about it again. Your phone rings with booked jobs. You show up. Done.

Wins: “DONE” is the most emotionally satisfying word for a tired operator. ER-triage cadence matches how these guys think. Short, declarative, Texas. Loses: “DO” is weak as a standalone star. Too generic. “DONE” is past tense, creates rhythm mismatch with the other two verbs.

Direction 07 — Lost. Guided. Home.

Three stars: LOST / GUIDED / HOME

• LOST — You’ve been losing leads and don’t know where. You’re not alone. Every contractor we audit is burning 30 to 50% of ad spend on missed follow-up.
• GUIDED — We guide the install. Thirty days. You get a voice agent, automated follow-up, a calendar that books itself.
• HOME — Home. Your system runs. Phone rings. Jobs book. You do the work you’re actually good at.

Emotional arc: Lost at sea, to back home with the lights on.

Hero headline: Lost in lead-gen chaos? Three stars. One system. Home.

Hero subhead: Sailors used Orion’s Belt to find their way home for three thousand years. Same principle. You tell us where you’re lost. We guide you through the install. Thirty days later, you’re home, with a system that books jobs while you sleep.

Wins: Deepest narrative, maps directly onto the Orion origin story. “HOME” is a Texas blue-collar power word. Strongest emotional arc in the doc. Loses: Calling the customer “LOST” is a punch in the gut. Triggers defensiveness in a 60-year-old owner (“I’m not lost, son”). Strong internal framing, risky customer-facing.

Direction 08 — Track. Trap. Tag.

Three stars: TRACK / TRAP / TAG

• TRACK — We track every lead source. Find the ones costing you money and the ones making you money.
• TRAP — We trap every lead. Voice agent picks up on ring one. Text follow-up in thirty seconds. Nobody gets away.
• TAG — We tag and book them. Calendar filled, qualified, confirmed. Show-up rate above 80%.

Emotional arc: Leads slipping through the cracks, to every lead captured and booked.

Hero headline: Track every lead. Trap every call. Tag every booking.

Hero subhead: Every lead that calls, texts, or fills a form. Tracked. Trapped. Tagged and on your calendar. Three stars. One system. Nothing escapes. Nothing wasted. Nothing missed.

Wins: Hunt metaphor lands hard in Texas. Strong consonant rhythm. Masculine, zero startup vapor. Loses: “TRAP” sounds predatory in a marketing context. Can read as slimy if not positioned carefully.

Direction 09 — Read. Rig. Run.

Three stars: READ / RIG / RUN

• READ — We read the business. Every lead source, every call log, every ad. Show you where it’s bleeding.
• RIG — We rig the system. Voice agent, automation, calendar, turnkey install. Thirty days.
• RUN — We run it with you. Monthly tune-ups. Performance review. Phone keeps ringing.

Emotional arc: “I don’t even know what I don’t know,” to “it’s rigged and running.”

Hero headline: Read it. Rig it. Run it.

Hero subhead: Three stars. One system. We read where your leads are dying, rig the install that stops it, and run the whole thing so you don’t have to. Thirty days to turnkey. Then it just runs.

Wins: “RIG” is a tradesman’s word, also ship-rigging, double-binds the nautical theme. Three R-verbs, cleanest alliteration in the doc. Loses: “READ” is less tactile than SEE or INSPECT. “RIG” carries a small “rigged” (cheating) echo. Minor but real.

Direction 10 — Now. Soon. Always.

Three stars: NOW / SOON / ALWAYS

• NOW — Right now, we audit where leads die. Two-week diagnostic. You see every leak on one page.
• SOON — Soon, the system runs. Thirty-day install. Voice agent picks up, text follow-up hits, calendar books.
• ALWAYS — Always, we maintain it. Monthly retainer. Your phone just keeps ringing.

Emotional arc: “I need help today,” to “I never think about lead gen again.”

Hero headline: Now. Soon. Always.

Hero subhead: Three stars. One system. Today we find the leak. In thirty days, we’ve installed the fix. From then on, it just runs. You show up to booked jobs and collect.

Wins: Time compression matches the contractor’s mental model (“when does this fix my problem?”). “ALWAYS” reframes the retainer as permanence. Sparse, Kennedy-era cadence. Loses: Abstract. Describes WHEN, not WHAT. Subhead has to do all the concrete work. May feel too conceptual.

Direction 11 — Map. Build. Run.

Three stars: MAP / BUILD / RUN

• MAP — We map your lead flow end to end. Every call, every form, every ad. One page. Every leak marked.
• BUILD — We build the system. Voice agent, automation, calendar, integrations. Thirty days to turnkey.
• RUN — We run it monthly. You get the reports. Phone keeps ringing.

Emotional arc: “I don’t have a map of my own business,” to “it’s built and running.”

Hero headline: Map the leaks. Build the fix. Run the system.

Hero subhead: Most operators can’t draw their own lead flow on a napkin. That’s the problem. We map it, build the fix, run it for you. Three stars. One system. Thirty days. Your phone rings with booked jobs.

Wins: Hits navigation theme without forcing it. BUILD is universal tradesman language. Passes cold-call test. Loses: Almost too close to banned “Plan/Build/Grow.” “RUN” repeats across multiple directions, suggesting convergence.

Direction 12 — Point. Plot. Port.

Three stars: POINT / PLOT / PORT

• POINT — We point at the problem. Show you exactly where leads die and how much it costs you per month.
• PLOT — We plot the course. Thirty-day install plan. Voice agent, automation, calendar. You approve, we build.
• PORT — You’re in port. System runs. Calendar books. Phone rings. We maintain it from there.

Emotional arc: Adrift and unsure, to docked and booked.

Hero headline: Point the problem. Plot the fix. Reach port.

Hero subhead: Three stars. One system. We point at where your leads are dying, plot the install that stops it, and get you to port, where your phone rings and your calendar fills without you thinking about it. Orion’s Belt guided ships home for three thousand years. We still use it.

Wins: Pure nautical, deeply on-theme. “PORT” as the ending star (= arriving home, = retainer as destination) is beautiful narrative architecture. Loses: “PLOT” reads as scheming to a non-nautical ear. Too literary for a 60-year-old in Corpus Christi. Better for web hero than cold call.

Top 3 Recommendations (Ranked)

🥇 #1 — Direction 05: INSPECT. INSTALL. RUN.

Only direction that passes the Texas cold-call test with zero translation. Every word lives in the target customer’s daily vocabulary. A 62-year-old HVAC operator hears “we inspect, install, and run it for you” and thinks “oh, same as a service contract.” That cognitive shortcut beats any poetic frame. Maps 1:1 to internal architecture (Audit = Inspect, Implementation = Install, Retainer = Run), so no customer-vs-internal vocabulary drift. Anthony, sales, invoices, and the website speak the same language.

Leans into the “operator who installs the system” positioning. Anti-positions against “local marketing guy” because it sounds like a contractor talking to another contractor.

Weakness: doesn’t carry the Orion narrative on its own. Fix: hero uses “Three stars. One system.” as primary line, “Inspect. Install. Run.” as delivery method underneath. Narrative handled by the visual belt, service handled by the verbs.

Hero on the landing page: > Three stars. One system. > We inspect. We install. We run it. > Your phone rings with booked jobs. You show up and collect.

🥈 #2 — Direction 02: FIND IT. FIX IT. FILL IT.

Leak language is the strongest concrete metaphor in the doc. “Money leak” sticks inside a contractor’s skull because he’s felt it. Already reinforces a locked tagline (“Every missed call is a job your competitor just booked”). Three hard F’s, one syllable each, pure declarative. Works on cold calls, truck wraps, and any asset size.

Reason it’s #2: leans slightly plumbing-specific. Direction 05 is tradesman-universal. For the Corpus Christi beachhead though, Direction 02 may outperform 05 on emotional impact. Worth head-to-head testing.

🥉 #3 — Direction 03: CHART. COURSE. COAST.

Aesthetic winner. If the brand lives or dies on billboards, business cards, and YouTube thumbnails, this is the answer. Three hard C’s, perfect alliteration, deep navigation theme. Only direction that visually earns the Orion’s Belt logo without explanation.

Risk: “COAST” as a final star. Some hear “the system runs itself.” Others hear “lazy, not working.” In Texas blue-collar culture, being seen as not working is worse than being seen as overworked. Test before committing. If it flies, beauty contest won. If it lands flat, Direction 05 is safer.

Final Call

Direction 05 (INSPECT / INSTALL / RUN) as the primary customer-facing framework. Pair with “Three stars. One system.” Use the Orion’s Belt visual and navigation story in hero imagery and About section, not in the three-step language. Tradesman vocabulary up front, celestial narrative in the background.

Direction 02 (FIND / FIX / FILL) in paid ad creative. Three-second pain hook. High-CTR line waiting to happen.

Direction 03 (CHART / COURSE / COAST) for the About page, founder video, and high-design assets where the navigation story carries weight. The poet’s version of the same three stars.

Orion AI Co — Legitimacy Checklist

12-step launch plan. Status updated every time something moves. Single source of truth for “what does Orion still need to look legitimate.”

Updated: 2026-04-22 Target: fully legit-looking operator with signed contracts, paid invoices, and a live site within 90 days.

Status Legend

Tier 1: This Week (Must-Do)

1. 🔴 Entity decision

Options: - (a) DBA “Orion AI Co” under existing Ovrcome Media LLC — fastest, cheapest (~$25 TX county DBA filing) - (b) Standalone TX LLC — cleaner separation, ~$300 + registered agent, requires EIN - (c) Keep as sole prop under Anthony’s name — not recommended, no liability shield

Recommendation: (a) DBA under Ovrcome Media for the first 90 days. Upgrade to standalone LLC once revenue crosses $50K/yr or insurance requires it.

Next action: Confirm Ovrcome Media LLC is in good standing with TX Secretary of State. File DBA in Nueces County.

2. 🔴 Domain + email

Options shortlist: orionaico.com, orion-ai.co, orionaitx.com, goorion.com, orionoperators.com

Next action: - Pick one within 72 hours - Register via Cloudflare or Namecheap - Set up Google Workspace ($6/mo) or Zoho Mail (free tier) on that domain - Create anthony@[domain] as primary, hello@[domain] as inbox, billing@[domain] for invoicing

Cost estimate: $15/yr domain + $6/mo email = ~$90 year one.

3. 🔴 Brand bible PDF export

Next action: Export brand/BRAND-BIBLE.md to print-ready PDF. Add logo file, color swatches, typography samples. Used for truck-wrap vendors, print shops, and any subcontractor who needs to follow brand rules.

4. 🔴 Choose 3 domain/email and buy TODAY

See item 2. Breaking this out because waiting = losing the name.

5. 🔴 Update LinkedIn + Instagram handles

Next action: - Rename personal LinkedIn headline to “AI implementation for home-service operators | Orion AI Co” - Create LinkedIn Company Page for Orion AI Co - Create @orionaico IG handle (or @orionoperators if choosing permanent name) - Update Anthony’s TikTok/YouTube bio to reflect Orion

Tier 2: Next 30 Days

6. 🔴 Legal template kit

Documents needed: - Master Services Agreement (MSA) - Audit SOW (Statement of Work) - Implementation SOW - Retainer Agreement - Mutual NDA + One-way NDA - Independent Contractor Agreement (for future subcontractors) - Data Processing Addendum (for client data) - Invoice template

Status: Draft stubs written in legal/. All marked AS DRAFT, not legal-reviewed.

Next action: Run draft kit through a Texas small-business attorney for a one-time $500-$1,500 review. DO NOT sign anything with a client from the drafts until reviewed.

7. 🔴 Standard Operating Procedures

Documents: - Audit SOP (what Anthony does step-by-step when running an audit) - Implementation SOP (30-day install playbook) - Retainer SOP (monthly cadence) - Onboarding checklist - Offboarding checklist

Status: Stubs written in sops/. Need real walk-throughs from actual client engagements.

Next action: Record the next audit/install as Loom videos, transcribe, turn into the actual SOP.

8. 🔴 Proposal + contract workflow

Tool options: - PandaDoc ($19/mo) — proposals + e-sign all in one - HelloSign/Dropbox Sign ($15/mo) — e-sign only - DocuSign ($10/mo starter) — e-sign only - Google Docs + manual e-sign — free but looks amateur

Recommendation: PandaDoc. Branded proposals with e-sign close the loop.

Next action: Trial PandaDoc. Load MSA + SOW templates with Orion branding. Test full close workflow on a dummy contract.

9. 🔴 Financial + invoicing stack

Stack decisions: - Bank: existing Ovrcome business bank if DBA route, or open new Mercury/Relay account for standalone LLC - Bookkeeping: QuickBooks Simple Start ($30/mo) or Wave (free + paid invoicing) - Invoicing + payments: Stripe (2.9% + 30c, no monthly fee) or Stripe via PandaDoc - Tax savings: separate high-yield account, park 25% of every invoice

Next action: Open Relay business account if going standalone LLC. Wire Stripe to it. Set up first Orion-branded invoice template.

Tier 3: 90-Day Launch

10. 🔴 Website

Pages minimum: - Home (hero, 3-star story, CTA to audit) - About (origin story, Anthony bio) - Services (Audit / Implementation / Retainer) - Case Studies (even 1 counts) - Contact (Cal.com embed for audit booking)

Stack: Next.js on Vercel, or Lovable.dev if speed-first. Use image assets from image-forge.

Next action: One-page landing first, expand to full site after first paid audit.

11. 🔴 Proof / social proof

Needs: - 1 case study from an existing client (RRS, WashWorks, LA Insurance, Jess Cavassos candidates) - Testimonial capture script for every engagement - Google Business Profile for Orion AI Co - LinkedIn recommendations from first 3 clients

Next action: Interview RRS owner or WashWorks Allen about results. Turn into a one-page case study PDF with before/after numbers.

12. 🔴 Insurance

Needed: - Errors & Omissions (E&O) — ~$500 to $1,000/yr, essential once signing contracts - General Liability — ~$300/yr - Cyber Liability — $500/yr if handling client data at scale

Next action: Get quotes from Hiscox, Next Insurance, Thimble. Bind E&O before signing first Implementation contract.

Ops Stack Decisions (live)

Cost Summary (year one)

ROI math: one Implementation at $5K covers all fixed costs of year one.

Review cadence

• Weekly: scan this file, advance at least one 🔴 to 🟡 or 🟡 to 🟢
• Monthly: update “Ops Stack Decisions” table with what actually shipped
• Quarterly: kill/keep review of every tool on the list

Kairo Strategic → Orion AI Co — Migration Plan

How the rebrand moves from the legacy Kairo Strategic folder to Orion AI Co. Also covers which Ovrcome Media clients shift to the Orion side versus staying on the videography/ads side.

Updated: 2026-04-22

1. Dual-Brand Decision

Anthony runs two arms: - Ovrcome Media — videography, photo, ad production (existing, established) - Orion AI Co — AI implementation, voice agents, lead automation (new, rebranded from Kairo Strategic)

A single client can use both. Pricing and contracts stay separate because services are different.

2. Legacy Folder: ~/Clients/kairo-strategic/

Decision: Keep intact. Do not delete. It contains historical context: strategy docs, operation digital nomad master strategy, ovrcome-media terms, pricing structures, business assets.

Action: Rename internally? NO. Leave the folder name kairo-strategic as the archive snapshot. New work goes to ~/KAIRO/projects/orion-ai-co/.

Action: Mark the legacy folder as archived.

echo "ARCHIVED 2026-04-22 - rebranded to Orion AI Co. See ~/KAIRO/projects/orion-ai-co/" > ~/Clients/kairo-strategic/ARCHIVED.md

3. Client Roster Review

Current active roster under Ovrcome Media + legacy Kairo Strategic:

4. What Moves to Orion

Move to Orion: - Everything related to AI voice agents, call automation, lead-gen automation, CRM integrations, ad automation systems. - Any retainer that is fundamentally about running a technology system monthly. - All Kairo Strategic strategy docs about the AI/product side (move as copies, keep originals archived).

Stay on Ovrcome Media: - Videography, photo, editing, delivery of visual content. - Ad creative production (though ad MANAGEMENT may move to Orion Retainer). - Brand/content strategy for non-tech clients (Jess Cavassos).

5. Communication Script for Clients

When telling an existing client about the Orion brand, use this:

“Quick update on my end. I’ve been splitting my work into two specialist arms so each client gets sharper service. Ovrcome Media handles your videography, photo, and creative. The technical side (AI voice agents, lead automation, integrations, dashboards) is now under my new AI implementation brand, Orion AI Co. Nothing changes about what I do for you. The only difference is you’ll see Orion on invoices and contracts for anything technical going forward. Think of Orion as the operator, Ovrcome as the production studio. Same team. Sharper tools.”

Use via: - SMS (shorten to 3 sentences) - Email (full version above) - In-person phone calls to the 3 most important clients first: RRS, Allen (WashWorks), Brett (LA Insurance)

6. Asset Migration

Dropbox

• Existing: ~/Library/CloudStorage/Dropbox-DreamTeam/Anthony Ponce/
• No action on structure. Add a new top-level Orion AI Co/ folder next to existing Ovrcome Media/.

Dashboards / Projects

• ~/Clients/roof-restoration-solutions/ — keep folder name, add note in CLAUDE.md that future AI work is contracted under Orion.
• ~/Clients/la-insurance/ — same.
• ~/Clients/washworks-express/ — same.
• ~/Clients/bobby-moore/ — same.
• ~/Clients/jess-cavassos/ — no change.

Social presence

• TikTok / YouTube / IG bios — keep Anthony as the primary voice. Add “Orion AI Co” below the name in bio. Content about AI implementation = Orion-branded. Content about videography = Ovrcome or personal.

7. Invoice + Contract Transition

Policy: Effective 2026-05-01, all new contracts and invoices for AI/tech work use Orion AI Co letterhead, domain email, and EIN (DBA under Ovrcome Media until separate LLC is filed).

• Open engagements under Ovrcome Media billing continue to their natural end.
• New SOWs for AI work = Orion branded from day one.
• Retainers renewing after 2026-05-01 = move to Orion branded retainer.

8. Open Questions (for Anthony to decide)

• Final domain pick (orionaico.com / orion-ai.co / orionoperators.com / other)
• Go DBA first or file standalone LLC in month 1?
• Which 3 clients get the migration phone call first?
• Any existing Kairo Strategic invoice/contract in-flight that needs to be closed out as Kairo Strategic versus reissued as Orion?

9. Cross-References

• Brand bible: ../brand/BRAND-BIBLE.md
• Legitimacy checklist: ../LEGITIMACY-CHECKLIST.md
• Legacy folder: ~/Clients/kairo-strategic/
• Ovrcome Media knowledge base: ~/Clients/kairo-strategic/business-assets/ovrcome_media_master_knowledge_basertf.md

SOP — Spot Audit (Truck-Sighting Prospect Brief)

Anthony sees a service-business truck in the wild (lunch parking lot, job site, grocery run). He fires off the name + phone + any other details to Claude. Claude runs a public-data audit and produces a one-page brief with outreach angles Anthony can act on within 48 hours.

Trigger: Anthony sends a business name (and ideally phone + location + any detail he saw on the truck).

Deliverable: ~/KAIRO/projects/orion-ai-co/clients/pipeline/[business-slug].md (400-700 words).

SLA: Brief written within 20 minutes, delivered to phone via NTFY with 1 button (open brief).

Why this exists

Every day Anthony is surrounded by Orion’s exact target customer: 60-year-old Texas home-service operators with 1-25 trucks. Parking lots, gas stations, job sites, lunch spots. Instead of letting the sighting evaporate, we convert it into a researched outreach opportunity.

This is a cold prospect audit, NOT a paid Orion Audit engagement. Quick public-data recon, actionable angles, 48-hour follow-up window.

Inputs required

• Business name (mandatory)
• Phone (helps find Google Business Profile)
• City (defaults to Corpus Christi)
• Category (HVAC / plumbing / electrician / roofer / landscaper / mechanical / other)
• Details seen on truck (tagline, service lines, license number)

Minimum viable input: just the name. Anthony can send more as he remembers it.

Workflow

1. Web lookup

• Search "[business name]" [city]
• Find: official website, Google Business Profile, Facebook, Instagram, Yelp, BBB, Angi, HomeAdvisor
• Record: URL, phone, address, business hours

2. LSA check (the wedge)

• Google [category] near me [city] in a research browser / Firecrawl
• Check if the prospect appears in the green-checkmark “Google Guarantee” Local Service Ads at the top
• Note which competitors ARE in LSA (those are the operators eating this prospect’s lunch)

3. Review scan

• Google reviews: count, average, most recent 10 reviews, complaint themes
• Facebook reviews if public
• BBB rating and complaints
• Pattern-match for “voicemail,” “never called back,” “took forever to answer,” “hard to reach” = gold for Orion’s angle

4. Pain signal triage (rate 0-3 each)

• Missed-call likelihood
• Ad spend waste (running ads? CPL visible?)
• Website quality (absent, outdated, no booking form, not mobile-responsive)
• Review gap (<20 reviews OR trending negative)
• No after-hours coverage
• No online booking / web form

Any signal at 2+ becomes a specific outreach angle.

5. Outreach angles (3-5, ranked)

Each angle must: - Reference a concrete finding, not generic pitch - Sound like Anthony on a cold call, not an agency rep - Use the “never miss another call” framing if missed-call signal exists - Use the LSA penalty loop if they’re running LSA or should be - Fit in a 12-second pitch or a 1-line opener text

Example format: > “Hey, saw your truck at the HEB on Weber today. Quick question — when someone calls [phone] at 7:30 PM and nobody picks up, do you still win that job? I install a 30-day system that answers every call in your voice, routes to your CRM, works while you’re on a panel. Mind if I send you a 2-minute Loom?”

6. Next action

One line. What Anthony does in the next 48 hours. - “Call [phone] Mon 10 AM asking for [owner]” - “DM Facebook page with Angle 1” - “Drive by shop Thursday on the way to WashWorks meeting”

Brief template

# [Business Name] — Spot Audit

**Date:** YYYY-MM-DD
**Seen at:** [location, context]
**Category:** [HVAC / plumbing / etc]

## 1. Snapshot
[1 paragraph: what they do, size, revenue tier, decision-maker]

## 2. Web Presence
- Website:
- Google Business Profile:
- Reviews:
- Facebook / IG:
- BBB:
- Yelp:
- LSA status:
- License:

## 3. Pain Signals
| Signal | Rating | Evidence |
|--------|--------|----------|
| Missed-call likelihood | 0-3 | |
| Ad spend waste | 0-3 | |
| Website quality | 0-3 | |
| Review gap | 0-3 | |
| No after-hours | 0-3 | |
| No online booking | 0-3 | |

## 4. Orion Angles (ranked)
### Angle 1: [label]
[opener script]

### Angle 2: [label]
[opener script]

...

## 5. Next Action
[one line]

Pipeline tracking

All spot-audit briefs live in clients/pipeline/[business-slug].md. Status tracked via frontmatter or a shared index:

• new — just briefed, not reached out
• contacted — outreach sent, waiting reply
• qualified — agreed to a conversation
• audit-scheduled — paid Audit SOW sent
• client — signed; moves to clients/[slug]/
• cold — no response after 2 attempts
• dead — declined or not a fit

Running index at clients/pipeline/INDEX.md (create on first real brief).

Failure modes to avoid

• Fabricating info. “Not found” beats invented data.
• Generic angles. “We help HVAC companies grow” is not an angle. “Your Google reviews mention voicemail 7 times in the last 30 days” is an angle.
• Sending all three angles in one opener. Pick ONE. The others are for follow-ups.
• Pitching a tool. Pitch an outcome. “Never miss another call,” not “AI voice agent.”
• Waiting to research “more.” 20 minutes of public data is enough to start. Research deeper after the first reply.

Future enhancement

• Tinker Agent: spot-audit agent spawned from iPhone Shortcut. Anthony says the name into Shortcuts, triggers a webhook, Claude researches and pushes the brief back via NTFY within 15 minutes.
• Auto-pipeline sync: Brief auto-adds to INDEX.md and shows up in the Orion Command Center SPA under a “Pipeline” section.
• Follow-up reminders: After outreach sent, KAIRO schedules a 3-day and 7-day follow-up check via iPhone Reminder.

Orion AI Co — Competitor Research

Compiled: April 22, 2026 Scope: Operators, agencies, and platforms selling AI implementation, ad management, AI receptionists, or call automation to U.S. home-service contractors (HVAC, plumbing, electrical, roofing, garage door, pest). Target customer to beat for: Texas home-service operators, owner-operator age ~60, 1-25 trucks, running on ServiceTitan / Housecall Pro / Jobber.

All info verified April 2026 unless flagged. Competitors are grouped by category because the competitive threat differs by bucket.

Category A — Home-Services Ad Agencies (The Legacy Incumbents)

1. Hook Agency

URL: https://hookagency.com/ Positioning one-liner (exact): “The best home service businesses deserve a marketing agency that cares. Let us help you get more and better leads.” Tagline on shirts: “HOOK BETTER LEADS” What they sell: Custom websites, SEO, Google Ads, Local Service Ads (LSA), Google Maps SEO. Google-centric. Explicitly NOT social, video, Meta ads. “We don’t do social media marketing, social media ads, or video marketing because we’ve decided to become the best at one thing (Google marketing) vs. be OK at everything.” Published pricing (from their own site, verified April 2026): - Silver $3,500/mo — “Best for $1M-$2M businesses” - Gold $7,300/mo — “$2M-$5M / Ramping Up” - Platinum $10,300/mo — “$5-$15M / Growth Mode” - Enterprise $15,000+/mo — “$15M+ / Contact for Custom Solutions” Ideal client (their own words): “Our services are tailored to meet the needs of businesses generating $3M to $15M in revenue… Early-stage companies often have different needs and constraints…” They explicitly will not take smaller shops. Brand style: Bright lime-green accents on dark background. Shirts, hats, truck wraps. “Hometown Hero” book tie-in (founder Tim Brown wrote a book: How to Become a Hometown Hero). Founder-led content engine, 170+ Google reviews, Inc. 5000 #2031, 55+ person team, based in Minneapolis. Strengths: Transparent pricing (rare in this space), narrow Google-only focus, yearly commitment structure locks in LTV, founder brand, strong content flywheel via podcasts for roofing and HVAC, client ownership of website/code. Weaknesses / gaps Orion can exploit: - Refuses sub-$1M clients. The 60-year-old operator with 3 trucks doing $800K is told to go away. - Explicitly does not touch Meta, social, or video. Home-service buyers are increasingly on TikTok/Facebook. - No AI voice, no missed-call-text-back, no call automation. They are pure top-of-funnel. - Yearly commitments. Texas operators who got burned by past agencies hate this.

2. RYNO Strategic Solutions

URL: https://rynoss.com/ Positioning one-liner (exact): “At RYNO, we help you create, capture, & convert more leads from your digital marketing investment, resulting in more leads and less wasted ad spend.” Subhead: “Welcome to a NEW ERA of Digital Marketing. Elite contractors know that the road to predictable results and scalability requires them to look far beyond lead generation strategies.” What they sell: Website design, paid media, SEO, LSA, email, social, CTV advertising (streaming TV ads across 150+ networks), video production, CSR coaching (TRAXION program), RYNOtrax2.0 analytics platform, Call Intelligence. Pricing: Not publicly posted. Competitor review sites indicate $3K-$15K+/mo. Form asks for annual revenue buckets starting at “$1-2M.” KEY 2026 UPDATE: RYNO and Blue Corona merged (confirmed on Blue Corona homepage: “Blue Corona and RYNO Strategic Solutions have merged. Read more.” — verified April 2026). Both brands still run separately but share the RYNOtrax client portal at portal.rynotrax.com. This is the single biggest consolidation in the space in the last 12 months. Brand style: Red-and-blue professional, podcast-first (To The Point Home Services), trade show heavy (RYNOx event), Lennox preferred vendor badge, ServiceTitan deep integrations. Strengths: Full-funnel narrative (marketing + CSR operations), proprietary analytics tool tied to ServiceTitan, 30+ ad platform integrations, podcast reach, merger gives them enterprise muscle. Weaknesses / gaps Orion can exploit: - Enterprise scope, enterprise pace. Onboarding takes 60-90 days. - Built for $2M+ operators and multi-location / franchise / private equity portfolios (“Multibrand & Private Equity” is a prominent segment on their homepage). The solo operator in Corpus Christi is not their ICP. - CSR coaching is human-to-human (“In-Person Workshops” + “One-on-One, Virtual CSR Coaching”). Orion’s pitch is “replace or augment the CSR with AI” — a fundamentally different product. - Analytics dashboard is their moat, but ChatGPT + ServiceTitan reports can deliver 70% of the same insight now.

3. Blue Corona

URL: https://www.bluecorona.com/digital-marketing/contractors/ Positioning one-liner (exact): “Contractor Digital Marketing That Generates More Calls & Leads” Quote: “Virtually every Blue Corona client has doubled, tripled, or quadrupled their web leads within six months of engaging with us.” Published price range (from their own FAQ): “Depending on the contractor marketing package you choose and your needs, services can cost from $2,500 to over $10,000 per month.” What they sell: Same catalog as RYNO now that they’re merged. SEO, PPC, websites, social, CTV, lead recovery, Blue Corona Chat, analytics. Brand style: Blue gradient, corporate-polished, case-study heavy, Google Premier Partner badge. Feels “agency” in the traditional sense. Status flag: The 2025 Hook Agency blog post literally lists Blue Corona under “No Longer in Business, Acquired.” Blue Corona’s own site confirms the RYNO merger. Treat as one entity going forward. Weaknesses: Same as RYNO. Plus the merger confusion gives smaller operators a reason to look elsewhere while the combined company figures out integration.

4. Scorpion

URL: https://www.scorpion.co/home-services/ Positioning one-liner (exact): “Digital Marketing solutions built for the pros who keep homes running” Closing line on homepage: “You keep your community running. We’ll keep your revenue growing.” What they sell: SEO, PPC, proprietary “Scorpion Companion” AI product (referenced in their blog), web, reviews management. Also serves legal and healthcare, so they are not niched to home services. Pricing: Not public. Third-party reviews (gorillawebtactics.com) peg Scorpion at $1,500-$10,000+/mo with 12-month contracts and reported onboarding fees. Brand style: Corporate blue + black, enterprise feel, emphasis on “pros” and community. Less founder-led than Hook or RYNO. Strengths: Scale, national brand recognition, multi-vertical (means deeper tech investment). Weaknesses / gaps Orion can exploit: - Not home-services-native. HVAC shops complain they’re treated like law-firm clients. - 12-month contract lock-in. Same trust problem Hook has. - Owner-operators report account managers rotating frequently.

5. Lemonade Stand

URL: https://www.lemonadestand.org/specialties/internet-marketing-home-services-companies/ Positioning one-liner (exact): “Work With People Who Care About Your Growth” Closing angle: “No Contracts. Professional Services. Tangible Results. Lightning-Fast Support.” What they sell: Web dev, PPC, SEO, Google Local Service Ads, paid social, social media, content, video, graphic design, “Rank on AI” service, outsourced CMO, performance-PR. Pricing: Quote-based. Positions as “less than a part-time staffer.” Brand style: Yellow + white, playful lemon iconography, SoCal friendly, customer-service-first narrative. Distinctive logo and voice in a sea of blue corporate agencies. Strengths: No-contract model. Responds to emails “in 10 minutes or less.” Founder-led with a genuine origin story. Added “Rank on AI” (LLM visibility optimization) in 2024-25, earlier than most competitors. Weaknesses / gaps: - Generalist agency (does many verticals), home services is one of several. - No AI voice / call automation product. - Not implementation-focused. They do the work for you forever, not install-and-leave.

6. Contractor Dynamics

URL: https://www.contractordynamics.com/ Positioning one-liner (exact): “The Marketing Training Company for Roofing Contractors” Philosophy quote: “Contractor Dynamics is a marketing training company first… Most marketing companies want you dependent. We don’t. We equip YOU with the tools to transform and grow.” What they sell: (1) Marketing Training Program, (2) Custom websites, (3) Meta Ads Growth Engine — “installed inside your business” while training your team. Roofing-only focus. Trains internal marketing managers rather than replacing them. Pricing: Not public. Demo-gated. Brand style: Clean professional with founder-led video content. Yellow + dark accents. GAF + RoofCon partnerships. Very education / course-business adjacent. Strengths: Their angle — “stop being at the mercy of marketing agencies” — is the EXACT pain Orion’s target customer feels. They verbalized it first. 5.0 star rating, 176+ reviews, 500+ roofers over 13 years. Founder Joseph Hughes has real reputation at RoofCon / GAF. Weaknesses / gaps Orion can exploit: - Roofing only. HVAC, plumbing, electrical operators are not served. - Meta Ads only on the paid side. No Google, no LSA, no voice AI. - Requires client to have (or hire) an internal marketing manager. Most 60-year-old operators do NOT have one and don’t want one. - Training-first pricing model is slow to ROI. The 60-year-old operator wants “fix it for me,” not “let me learn marketing for 90 days first.”

Category B — AI Receptionist / Voice Agent Platforms (The Product Layer)

These are NOT competitors to Orion’s agency — they are tools Orion will install. But they also sell direct-to-contractor, so they compete for the same dollar.

7. Avoca AI

URL: https://avoca.ai/ Positioning one-liner (exact): “The AI Front Office for Home Services. Always-on agents that answer every call, fill every board, and keep your team focused on the work that matters.” What they sell: Three products — Convert (inbound AI answering), Nurture (outbound SMS + voice drip), Coach (scores every call for CSR training). ServiceTitan Gold Partner. Pricing: Enterprise/quote-based. Not published. Reddit threads (r/microsaas, Nov 2025) note “lengthy onboarding and kickoff process.” Proof points from site (direct quotes): - H.L. Bowman (President): “I can run a $100M business with 9 CSRs because Avoca handles 70% of our entire call volume — all while booking at a higher rate than ever before.” - AireServ: “When we switched to Avoca from our previous answering service our booking rate went from 55% to 90%.” - Wilson Companies CEO: “Ever since we started using Avoca in our call center, call quality is up from 40% to 95%, booking percentage sits comfortably at 85% and we’re averaging 400 calls WEEKLY.” Clients: Authority Brands, Apex Service Partners, TurnPoint Services, Call Dad, Sila Services, 1,000+ logos. Brand style: Modern SaaS — deep blue + clean white, tech-first, case-study-rich with video embeds. SOC 2 certified. Feels enterprise. Strengths: Market leader for multi-location and PE-backed home-service rollups. ServiceTitan-native. Proven case studies at scale. Weaknesses / gaps Orion can exploit: - Enterprise sales motion. The 3-truck HVAC shop in Corpus Christi cannot buy direct from Avoca economically. - Long onboarding (weeks to months). - Sold as a tool, not a system. Contractor has to figure out integration with ads, forms, CRM, calendar on their own. This is EXACTLY where Orion’s implementation service slots in.

8. Rosie AI

URL: https://heyrosie.com/pricing Positioning one-liner (exact): “Get your AI answering service today. 7-day free trial with all features. Cancel anytime.” Pricing (fully published, verified April 2026): - Professional $49/mo (250 min, bilingual EN/ES, iOS/Android app) - Scale $149/mo (1,000 min, calendar booking, call transfers) — labeled “Most Popular” - Growth $299/mo (2,000 min, training files) - Custom $999+/mo (multi-location, custom agent, dedicated rep) - Website Texting add-on $50/mo (25 conversations) What they sell: Self-serve AI receptionist trained off your website + Google Business Profile. Zapier to 1000+ apps. Bilingual. Native mobile apps. Brand style: Friendly, playful, pastel SaaS. “Rosie” persona. Affiliate program + “agency program” — they actively want agency resellers (“Are you an agency looking to set your clients up with Rosie? Let’s chat about our agency program!”). Strengths: Fully published pricing, true self-serve, cheap entry point, bilingual out of the box (huge for Texas Latino-owned shops). Weaknesses / gaps Orion can exploit: - Self-serve = the 60-year-old operator won’t actually set it up. He will pay for it and never configure it. - Not home-services-native. Generic receptionist with home services as one industry tag. - No CRM integrations beyond Zapier (no native ServiceTitan / Housecall Pro / Jobber). The install gap is Orion’s entire value prop.

9. LeadTruffle

URL: https://www.leadtruffle.co/ Positioning one-liner (exact from their own blog): “Built for trades — Not a generic AI adapted for contractors, but purpose-built for HVAC, plumbing, electrical, and home services from day one.” Pricing (published): $229/mo (150 leads), $399/mo (300 leads), $629/mo (500 leads). No contracts. What they sell: SMS qualification + AI voice + missed-call-text-back + Thumbtack / Angi / Yelp / Google LSA lead integrations. Native integrations with Jobber, Housecall Pro, Workiz, HubSpot, MaidCentral, Service Monster, and ServiceTitan (announced April 16, 2026). Brand style: Orange + playful, blog-forward, small-contractor friendly. SMB-native, not enterprise. Strengths: Purpose-built for trades. Published pricing. ServiceTitan integration just shipped. Handles lead aggregator spam (Thumbtack / Angi) which Avoca does not. Weaknesses / gaps: Product company, not an agency — doesn’t install ads or do creative. Voice-only, no broader ops work. Opportunity for Orion to be the installer/integrator of LeadTruffle for operators who need hand-holding.

10. ServiceTitan Contact Center Pro (Titan Intelligence)

URL: https://www.servicetitan.com/features/pro/contact-center Positioning one-liner (exact): “Contact Center Pro is the first and only multichannel, Titan-Intelligence powered, contact center solution built exclusively for the trades by ServiceTitan.” What they sell: Native AI voice agent embedded in the ServiceTitan suite. Missed-call SMS campaigns. Call scoring. Titan Intelligence AI layer. Pricing: Add-on to ServiceTitan seat licenses. ServiceTitan base is $398/seat/mo. Contact Center Pro adds on top (quote-based). Strengths: Already inside the CRM the biggest operators are on. Zero integration work. Weaknesses / gaps Orion can exploit: - Requires being on ServiceTitan Enterprise tier. The smaller operator on Housecall Pro or Jobber cannot use it. - Locks you deeper into the ServiceTitan ecosystem. Operators who want portability should avoid. - Sold by ServiceTitan AEs who don’t install ads, websites, or do any creative.

11. White-Label Voice AI Platforms (Synthflow, Retell, Bland, Vapi)

URLs: https://synthflow.ai | https://retell.ai | https://bland.ai | https://vapi.ai What they are: Developer / agency platforms. Bring-your-own-LLM voice agents. Synthflow explicitly pitches agencies with a white-label reseller program. Pricing: Synthflow Agency plan starts ~$900/mo and includes unlimited subaccounts + white label. Retell and Bland are per-minute usage ($0.07-$0.30/min depending on voice model). Who uses them: The “AAA” (AI Automation Agency) crowd on YouTube / X / Skool / Instagram (Liam Ottley, Adam Erhart, etc.). Thousands of new 1-2 person shops. Strengths: Low floor price. Build anything. Weaknesses / gaps Orion can exploit: - These are LEGO bricks, not solutions. The 60-year-old Texas operator cannot and will not configure Synthflow. - AAA operators using them are usually under-25, work remotely, no trade experience, cold-DM outbound sales. They get one client, ghost, and disappear. Every operator has a bad-AAA-agency horror story. - Orion’s differentiator: Texas-based, on-site install, trade-literate, 30-day finished system. Synthflow-on-Zoom cannot compete with that.

Category C — Solo AAA Operators / Implementation Consultants

There are thousands of one-person “AI automation agencies” on Twitter/X, LinkedIn, Instagram, and YouTube in 2026. A representative sample (not exhaustive):

12. Zack Shields (example of a regional AI consultant)

URL: https://zack-shields.com/ai-consultant-dallas Positioning: “Expert AI consultant serving Dallas-Fort Worth businesses. Implement AI automation that saves 100+ hours monthly.” What they sell: Custom AI implementation (generic SMB focus, not trades-specific). Strengths: Local Texas presence, SMB positioning. Weaknesses: Not trades-native. Generic “save 100 hours” pitch reads as AAA template copy. Solo operator, no install team.

The broader AAA crowd (category analysis, not per-operator)

• Typical build: Make.com + GoHighLevel + Synthflow, 1-person shop, sold to any SMB willing to pay $500-$3K/mo.
• Typical churn: Reddit threads (r/AI_Agents, r/Entrepreneurs) consistently report 60-90% client churn within 6 months in 2026. One representative quote (Apr 2026 Reddit): “Anyone can build basic flows with AI prompts now. Not a viable business on its own.”
• Mark Cuban quote circulating Nov 2025 on LinkedIn: “In 2-3 years the AI implementation space will be flooded. The job of the future is likely the tradesmen or the ability to deeply understand a [domain].”
• The market is splitting: AAA commodity floor vs. vertical-expert ceiling. Orion must live in the ceiling.

Positioning Gap Analysis

What the data actually says about the market (April 2026)

1. Incumbent ad agencies (Hook, RYNO+Blue Corona, Scorpion, Lemonade Stand) ignore sub-$1M operators. Hook says so literally on their pricing FAQ. The Texas operator with 3 trucks doing $800K cannot buy from them. He is in no-man’s-land.

2. Voice AI platforms (Avoca, Rosie, LeadTruffle, ServiceTitan) sell the tool, not the result. Avoca’s enterprise onboarding is for multi-location PE portfolios. Rosie’s self-serve assumes a tech-comfortable buyer. LeadTruffle is the closest to mid-market but still requires the contractor to self-install. Every one of them has the same failure mode: the tool ships, the contractor never configures it, it gets cancelled in 90 days.

3. Contractor Dynamics is the closest philosophical competitor — they sell “don’t be dependent on agencies, build your own engine” to roofers. Orion’s ideal customer has the same pain. But Contractor Dynamics is (a) roofing-only, (b) training-first (90 days to ROI), (c) assumes an internal marketing manager, (d) Meta-ads-only.

4. AAA solo operators flood the low end and churn fast. Operators have been burned. “Another 22-year-old from Instagram with a GoHighLevel login” is a real objection Orion will hear on every sales call.

5. No one is explicitly positioning as “the trade-literate, Texas-based, 30-day install partner for the 55-70-year-old operator who got left behind by AI.” That phrase — or close to it — returns zero direct matches in our research. Vertical is open.

The underserved corner

The customer being ignored: The $500K-$3M/year Texas home-service operator, 55-70 years old, still uses paper invoices or Housecall Pro, got burned by an AAA guy once, has never hired a marketing agency because they quote $7K/mo and require yearly contracts, misses 30-40% of calls in peak season, and watches YouTube videos about AI but cannot configure a single thing.

For that buyer: - Hook is too expensive and too Google-only. - RYNO/Blue Corona is too enterprise and too slow. - Scorpion is too corporate and has contracts. - Lemonade Stand is good but generalist and not AI-forward. - Contractor Dynamics wants him to hire a marketing manager first. - Avoca is $2K+/mo and months to onboard. - Rosie is $49/mo but he’ll never set it up. - The AAA kid on Zoom can’t tell him what a fan coil is.

Orion’s differentiator (grounded in these gaps, not vibes)

“The 30-day install partner for Texas home-service operators who want results, not another agency relationship.”

Five concrete differentiators the research supports:

1. Trade-literate, Texas-local. Beats the AAA-on-Zoom crowd on trust. Anthony speaks the language of a roofer or HVAC owner. In-person install beats Zoom every time for this buyer.

2. Fixed-scope 30-day implementation ($5K-$20K). The Audit -> Implementation -> Retainer ladder is structurally different from every competitor. Hook/RYNO/Scorpion are month-to-month retainers forever. Avoca is a tool subscription. Contractor Dynamics is a course. Nobody else is selling “I will install a complete AI front office in 30 days and then leave you with a working system and optional retainer.”

3. Installs existing best-of-breed tools; doesn’t build from scratch. Orion resells/integrates Rosie or LeadTruffle (or Avoca for larger shops) plus GoHighLevel or ServiceTitan plus Meta/Google ads. Zero reinvention. This is faster, cheaper, and lower-risk than any AAA guy trying to build custom Synthflow agents. Every tool Orion installs has published case studies and SOC 2 certifications to show the skeptical buyer.

4. Retainer is optional. Contractor Dynamics says so too, but Orion goes further: after 30 days, the operator owns the system. If they keep paying Orion ($1.5K/mo+), it is for optimization and new campaigns, not gatekeeping access. This directly counters the “marketing agencies want you dependent” pain Contractor Dynamics calls out.

5. Age-appropriate delivery. Printed SOPs. Phone support, not Slack. Voice-recorded walk-throughs. Spanish optional (Rosie is bilingual; this matters in Texas). No “book a Zoom” for every question. The 60-year-old operator has been trained by every agency to hate Zoom.

What Orion should NOT try to be

• Not a pure ad agency. Hook, RYNO, Scorpion, Lemonade Stand are already excellent at Google/Meta top of funnel and have 10x the team size. Orion can run ads as part of implementation but should not lead with it.
• Not a voice AI platform. Avoca and LeadTruffle have product teams, Series A funding, SOC 2. Orion is the integrator, not the SaaS.
• Not another AAA agency. Avoid Make.com + GoHighLevel template positioning. Lead with trade fluency and install capability.

Pricing the market actually supports

• Audit ($0-$2K): Orion’s $0-$2K audit is well-priced. Hook and RYNO don’t sell audits (they sell retainers). Avoca and Rosie don’t sell audits. This is an open lane and a perfect top-of-funnel product.
• Implementation ($5K-$20K): One-time 30-day implementation at this price is roughly 1-3 months of Hook Silver or RYNO entry-tier. For that price you get a finished system, not an ongoing relationship. Strong value frame.
• Retainer ($1.5K+/mo): Sits cleanly below Hook Silver ($3.5K) and below a typical RYNO/Scorpion engagement. Defensible if it’s optimization-only, not full agency work.

Summary: The One-Sentence Strategic Position

“Orion is the Texas-local, trade-literate AI implementation partner that installs a working voice-agent + ads + call-automation system in 30 days for the $500K-$3M home-service operator the big agencies ignore and the AAA kids can’t serve.”

Every incumbent agency, SaaS tool, and AAA operator surveyed above fails this customer in a specific, documented way. Orion’s offer ladder fits the gap the market actually has, not the gap the AAA YouTube videos say exists.

Sources (all accessed April 22, 2026)

• Hook Agency: https://hookagency.com/ (pricing and quotes verified live)
• RYNO Strategic Solutions: https://rynoss.com/
• Blue Corona (merged with RYNO): https://www.bluecorona.com/digital-marketing/contractors/
• Scorpion: https://www.scorpion.co/home-services/
• Lemonade Stand: https://www.lemonadestand.org/specialties/internet-marketing-home-services-companies/
• Contractor Dynamics: https://www.contractordynamics.com/
• Avoca AI: https://avoca.ai/
• Rosie AI pricing: https://heyrosie.com/pricing
• LeadTruffle 2026 roundup: https://www.leadtruffle.co/blog/best-ai-answering-services-contractors-2026/
• ServiceTitan Contact Center Pro: https://www.servicetitan.com/features/pro/contact-center
• Synthflow white-label: https://synthflow.ai/blog/white-label-reseller
• Zack Shields (Dallas AI consultant): https://zack-shields.com/ai-consultant-dallas
• Reddit AAA market sentiment: https://www.reddit.com/r/Entrepreneurs/comments/1s0j21z/ (Nov 2025)
• Cuban quote on AI implementation flooding: LinkedIn post dated Nov 2025

Orion AI Co — Home-Service Pain Point Research

Compiled: 2026-04-22 Method: Reddit thread mining via JSON API across 29 threads (subs: r/HVAC, r/Plumbing, r/electricians, r/Construction, r/Contractor, r/smallbusiness, r/smallbusinessUS, r/hvacadvice, r/PPC, r/handyman, r/Home, r/sweatystartup, r/Entrepreneurs, r/AiForSmallBusiness, r/SaaS, r/AI_Agents, r/microsaas, r/VoiceInfra, r/WhichCRM). Every quote below is real, attributed, and linked. Posts older than 12 months are only included where the pattern still repeats in 2026 threads (verified via recency scan). Orion’s 3 services referenced throughout: Audit (paid diagnostic), Implementation (build the system), Retainer (ongoing operate + optimize).

1. Missed-Call / After-Hours Bleed

The single loudest signal in home-service Reddit. Every subreddit has a version of this thread every month. The frustration has graduated from “I’m missing calls” to a specific, quantified grief around Google Local Service Ads penalizing you for the very misses you already paid for.

Verbatim voices

u/damn_brotha — “Most HVAC and plumbing companies I’ve worked with are paying Google $60 per lead to fill their voicemail. Then Google penalizes them for missing it.” r/smallbusiness, Apr 7 2026 (https://reddit.com/r/smallbusiness/comments/1sf8n0y/): > “Google Local Service Ads charges HVAC companies $45-80 per lead. Plumbers $35-65. Electricians $40-75. Per call. You pay regardless of whether you pick up. 74% of those calls go completely unanswered… The customer doesn’t leave a message, 80% of callers won’t, and calls the next result… Google’s LSA algorithm tracks your responsiveness. Contractors who answer 95%+ rank higher than contractors at 70%. You’re paying $60/lead, missing the call, and getting demoted in the rankings for missing it. You now get fewer leads at the same price.”

u/moldyguy202 (same thread): > “The LSA penalty part is what kills me. You’re literally paying Google to rank you, then Google drops your ranking because you didn’t pick up the call they sent you. It’s a death spiral.”

u/QuantumWolf99 on r/PPC, “Answer your dang phone”, Jan 27 2026 (https://reddit.com/r/PPC/comments/1qoei0n/): > “Last month watched a roofer client spend $42k on Google Ads generating 284 calls… dude answered 89 of them… literally let $28.7k in paid traffic ring into the void because he was ‘too busy on job sites’… Brother in Christ you’re paying me to drive calls and then ghosting people like it’s Hinge…”

u/stjduke, same thread, managing $19M in home-services ad spend: “plumber pays $150/call, answers 65%, converts 70% into appts, closes 80%, $1,000 AOV. That’s 2.4X ROAS… If you improve to 95% answer, 80% convert: that turns 2.4X ROAS into 4X ROAS. Turning breakeven into profitable.”

u/SawdustAndBills, r/Entrepreneurs, Mar 2026 (https://reddit.com/r/Entrepreneurs/comments/1rvuloc/): “I run a small landscaping crew and tracked it one month, 11 missed calls that never left a voicemail. I called every single one back within 2 hours. Only 3 picked up. The other 8? Already booked someone else. That’s easily $4-5k in lost work just from one month… nobody under 40 actually leaves one anymore.”

u/StahlOPs, r/Plumbing, Feb 2026 (https://reddit.com/r/Plumbing/comments/1r5kpbl/): “In plumbing specifically, if it’s urgent they usually don’t leave a voicemail, they just hit the next company. What helped us most was not ‘calling back faster’ (hard when you’re under a sink), but an automatic text-back on missed calls within ~60 seconds.”

u/Pipe_Vato, same thread (the opposite camp): “If its after 3pm on Friday, then ill start listening to voicemails at 7am on monday.”

u/home_remodeling_pro, r/Contractor, Oct 2025 (https://reddit.com/r/Contractor/comments/1oatq5w/): “Last Saturday at 7:30 AM, I’m at my kid’s soccer game when I get this frantic text from my office manager: ‘We’ve had 14 calls since close yesterday. Jenny quit. Mark called in sick. I can’t keep up.’… We spent $8,000 on marketing last month just to lose these leads at the finish line… We’re missing 60% of our weekend calls, each missed call is $300-500 in potential revenue walking away. I feel like I’m bleeding money every weekend.”

u/lucky_bell_69, r/AiForSmallBusiness, Mar 19 2026 (https://reddit.com/r/AiForSmallBusiness/comments/1rxsfr1/): “missed calls. checked my phone log, 20+ unanswered calls in the last 5 days. when you’re on a job site you physically cannot pick up. people don’t leave voicemails anymore, they just google the next company.”

u/dirtymonkey (r/PPC): > “I checked out my Callrail stats for my business last year. We didn’t answer 60% of the phone calls. They often ask me ways to grow the business. How about just answering the phone I say.”

Signal strength

• Frequency: We counted 18+ unique threads in the past 6 months about missed calls across r/HVAC, r/Plumbing, r/Construction, r/Contractor, r/sweatystartup, r/smallbusiness, r/PPC, r/AiForSmallBusiness. Sustained, not seasonal.
• Emotional temperature: Frustrated (owners) mixed with sneering (outside agencies showing them their own data). Quantified, specific, numbers-based.
• Orion solves with: Implementation (AI voice agent + missed-call text-back) and Retainer (monitor answer rate, tune for LSA ranking recovery). Audit deliverable: pull their LSA dashboard and phone log, show the delta.

2. Lead-Quality and Ad-Spend Waste

Contractors spend $1,000 to $30,000/month on Google Ads, Angi, HomeAdvisor, Thumbtack, and local SEO agencies. Then watch the budget burn on DIY searchers, tire-kickers, and fake leads. Frustration here is older than the AI conversation, and it hasn’t gone anywhere.

Verbatim voices

u/Middle_Teaching7434, r/PPC, Oct 2025 (https://reddit.com/r/PPC/comments/1oe6b1f/): “Cost per lead suddenly jumped 30-50%. Same campaigns, same keywords, same everything. Just more expensive… You think you’re targeting ‘emergency plumber Chicago’ but Google’s also showing your ads to people searching ‘plumbing tips’ or ‘how to fix a leak’… You’re paying $40-80 per click for people who have zero intent to hire you.”

u/Ok-Entertainer-1414, same thread (+78): “Google continues to innovate new ways to trick advertisers into paying for junk.”

u/petebowen: “I’ve gone as far as adding ‘Not for DIY’ to some of my ads to try and stop these wasted clicks.”

u/pupslutt, r/Contractor, “Angi Scam” (pattern still quoted weekly in 2026) (https://reddit.com/r/Contractor/comments/1992ofu/): “Nearly every lead I receive is a wrong number, someone who doesn’t need work, someone who already has hired someone (I always call as soon as I get the lead) or someone that wants like a mailbox painted (painting a mailbox rn…)”

u/EQwingnuts: “You don’t get any compensation, they don’t give a fuck about you because it’s a scam service. There’s a reason they keep changing their names and company structures.”

u/benmarvin, r/sweatystartup: “Fuck Angi. Fuck HomeAdvisor. Fuck Handy. They’re all predatory. Do not recommend.”

u/HappycamperNZ, r/smallbusiness, Apr 2026 (https://reddit.com/r/smallbusiness/comments/1sfps91/): “I just fired my advertising agency: 1k/month retainer, $200 in call tracking, 2k/month spend, 7k website build. Not a single inquiry through the channel I needed. Got legal I couldn’t fight, they walked away with over 30k and no contractual requirement to actually get me leads.”

u/Fun_Delay_5224 (OP): “I’m a plumber, i don’t have 12 months and $40k to find out if this works or not… every agency prices it like I’m competing globally.”

u/BowtieSyndicate: “Very few businesses command $3500/m in ad spend to keep a business busy. And paying a company $2500/m to manage a $1000/ad spend is tantamount to a scam.”

Signal strength

• Frequency: Every PPC/contractor thread contains this. Angi/HomeAdvisor/Thumbtack skepticism is baked in at this point.
• Emotional temperature: Resigned hostility toward lead platforms; active rage toward expensive agencies with nothing to show.
• Orion solves with: Audit (negative-keyword cleanup, LSA answer-rate diagnosis, Angi dropout ROI math) and Retainer (weekly ad hygiene plus call review). The Audit alone differentiates Orion. Most agencies sell work; Orion’s first product sells truth.

3. CRM / Scheduling Friction

ServiceTitan, Housecall Pro, Jobber, Sera, FieldPulse, FieldEdge. The thread pattern: start on Housecall Pro, outgrow it, get burned by ServiceTitan’s price, churn. Nobody is in love with their CRM. The forms vanish. The mobile app crashes. The support team doesn’t answer.

Verbatim voices

u/jonnydemonic420, r/HVAC, Apr 2024 (complaints identical in 2026 replies) (https://reddit.com/r/HVAC/comments/1c4g3pi/): > “Fucking hate service titan… it erases a form I’m working on at least once a day, just restarts itself whenever it wants, and when shit gets messed up internally it takes forever to get it back to right.”

u/Chris321, same thread: “My guys will do the summary and other forms and they just disappear. I used it two weeks ago and when I went into the history the whole job was missing and when the office did find the job my summary, photos and everything else was missing.”

u/eldavido on Housecall Pro, r/Contractor (https://reddit.com/r/Contractor/comments/1fmrr7o/): > “Ditched it for many reasons. One, the entry-level plan is nearly $200/mo… they charge even more for some features like their ‘pipeline’ thing which feels nickel-and-dimey… The user experience is clunky. The app feels sort of undercooked, slow, and with minimal offline support.”

u/Huge_Sun6611: “Housecall Pro: their cancellation policy is brutal. I canceled the same day I was charged, but support took three days to respond. They said I missed their 24-hour window and kept the money.”

u/NoSuspect9845, r/WhichCRM, Mar 2026 (https://reddit.com/r/WhichCRM/comments/1rkdbuo/): > “I switched last year mostly because costs kept creeping up as we added techs, and I felt like I was constantly bumping into feature limits. The QuickBooks sync needed more manual cleanup than I expected. My office manager stopped fighting the software.”

u/mondorob, r/hvacadvice: “At least ai wouldn’t try diagnosing over the phone like my dispatcher. If he would just shut up and make appts my life would be so much easier.”

Signal strength

• Frequency: Moderate. Not as loud as missed-calls, but evergreen. Every few weeks, a new CRM switch post.
• Emotional temperature: Exhausted. This is the “I already paid for a solution” pain, which is different from “I haven’t solved it yet.”
• Orion solves with: Retainer (CRM integration layer that makes the current tool actually work with the voice agent and ad platform). Orion’s angle: don’t sell a new CRM, sell the connective tissue. Most owners don’t want to migrate, they want the thing they already pay $200-400/mo for to not lose forms.

4. AI Skepticism (“I tried ChatGPT once…”)

This is the hardest category. The contractor subs contain two distinct voices: the owner who has used AI tools and seen value, and the owner (and customer) who thinks AI voice agents are garbage and a brand-destroying move. Orion’s copy has to thread this needle. Skeptics outnumber believers roughly 3:1 in the comment volume.

Verbatim voices

u/[deleted], r/hvacadvice, +12 top comment (https://reddit.com/r/hvacadvice/comments/1j14en2/): > “As a consumer, I will straight up hang up the phone and call someone else if I realize it’s AI.”

u/TATP1982, runs a call center: “I have had clients go to AI and have listened to what their customers say while on hold… anyway… it wasn’t pretty. If you want your customers to be pissed, screaming at the phone for an ‘agent’ and completely frustrated with their experience, go to AI.”

u/teakettle87, r/Construction: “AI makes me fucking angry. I’m not using a company who funnels me to AI.”

u/Careful-Equal-2866: “If I get an AI answer, I assume that company’s overhead drives prices higher than I want to pay, so I call someone else. Not to mention the impersonality of it all, and the pain in the ass of talking to a machine.”

u/[deleted], r/Plumbing: “As a current business owner, I’ll tell you that answering calls can be frustrating at times. But I would rather let the call go to voicemail vs having AI take it for me. Because I know for certain that most of my customers would rather leave a message and wait for me to call em back vs trying to get something scheduled with an AI… as a customer I won’t deal with a company using AI bullshit.”

u/Glp1User, r/AiForSmallBusiness, Jan 2026 (https://reddit.com/r/AiForSmallBusiness/comments/1q75xwp/): > “I’m just 25% familiar with how to do things with AI. 99% of all the companies advertise to ‘experts’ who already understand the process and concepts. The vast majority of potential users never even understand the advertisements and are therefore left on the table… It’s literally bill gates advertising to Steve Jobs level. The real end users have no clue what can be done or where to start.”

u/stjduke (the $19M PPC vet): “I’ve had the misfortune of listening to real-world calls (AC repair) where the agent was AI. Total cringe. The callers were routinely pissed off.”

Counter-voice (the believers, outnumbered but specific)

u/Voctiv, r/Construction: “80-90% of your calls are probably spam/scam anyway. The AI filters that junk out automatically… about half want to talk to a human immediately, but the other half are totally fine with the AI handling basic stuff.”

u/leadtruffleofficial: “The voice AI stuff has gotten decent but honestly a lot of people still hang up when they realize they’re talking to a robot. Older customers especially. What works better imo is missed call text-back.”

u/EstimateFast4188 (Apr 2026 LSA thread): “It’s actually two layers: AI answers the call (fixes the Google metric), and a missed call text as the safety net for anything that slips through (fixes the revenue leak).”

Signal strength

• Frequency: Constant. AI skepticism is the baseline mood in every trades sub.
• Emotional temperature: Hostile to curious. Many of the hostile voices are customers, not operators. Operators are closer to skeptical-curious.
• Orion solves with: All three tiers, but emphasis on Audit. Skeptical owners will not buy Implementation cold. They will buy a paid Audit that proves the math on their own numbers. That’s why Orion leads with the Audit.

5. Hiring / Labor

Owners can’t hire reliable office staff. Receptionists quit. Dispatchers freelance pricing. Techs are on jobs and can’t pick up. This is the flip-side of the AI skepticism: even the skeptics admit they can’t keep a human in the chair.

Verbatim voices

u/home_remodeling_pro (previously quoted): “Jenny quit. Mark called in sick. I can’t keep up… Even my best people struggle to stick to the script when things get crazy. They skip qualifying questions, forget to mention our financing options, or give wrong pricing info when they’re rushing. Jenny was great, but she’d freestyle whenever she felt rushed, and now she’s gone anyway.”

u/1ightsnow, r/Construction, Apr 16 2026 (https://reddit.com/r/Construction/comments/1snbvwg/): “Especially when i am already dealing with an emergency, it is so hard to answer every call. i feel like i am missing out on so much potential income.”

u/teakettle87 (same thread): “Why don’t you have a person do this for you? Their salary would be covered by the increased income.”

Signal strength

• Frequency: Strong. Present in every “how do I handle volume” thread.
• Emotional temperature: Resigned. Solo operators either accept they’ll miss calls or concede they have to hire someone they can’t afford or find.
• Orion solves with: Implementation (AI agent as the receptionist that doesn’t quit) + Retainer (ongoing tuning so the agent sounds like staff, not a robot). The copy angle: Orion does not replace your staff, Orion is the 3 AM colleague your last receptionist wasn’t.

6. Price Pressure / Race to Bottom

Outside the AI conversation but adjacent: every owner who runs their own business feels the squeeze of being underbid by side-hustlers, flippers, and the scam platforms. Orion’s services cost real money; understanding this pressure is how Orion prices.

Verbatim voices

u/ithinarine, r/electricians (+250) (https://reddit.com/r/electricians/comments/16rwlgl/): > “My dad is regularly under-bid on jobs, and told that his prices are too high, even more so the past few years it seems… I helped my dad with the price on a huge custom home… total bill came out to over $80,000… They came in with a bid that was literally $30,000 less. Their total price was nearly what our material was.”

u/IIIIlllIIIIIlllII, r/Home: “Problem is that sometimes in the contracting business the most honest ones lose out. If you price in everything upfront, you’ll look more expensive. Most contractors half-ass it then come in with overages, just to get your bid locked in. Hard to be the honest guy.”

u/Any_Barber1453, r/SaaS: “at $2,500 setup + $550/mo you’re pricing this like enterprise software but selling to guys who write checks for $200 truck wraps.”

Signal strength

• Frequency: Evergreen. The most stable pain in the entire dataset.
• Emotional temperature: Frustrated, but proud. Owners don’t want to race to the bottom. They want the customer to understand why they’re worth more.
• Orion solves with: Implementation results (answer rate, close rate) let owners charge more, not less. The Audit itself is the anti-low-bid pitch: “we aren’t the cheapest, we’re the most diagnostic.”

7. Tech Overwhelm (“too many tools”)

Owners are stacked with tools that don’t talk. CRM here, scheduler there, ads platform, call tracking, separate forms, QuickBooks. Everyone is the glue.

Verbatim voices

u/lucky_bell_69: “every AI tools list i find is about notion, writing assistants, and productivity apps for remote teams. completely useless for someone like me.”

u/Loose_Ambassador2432, r/AiForSmallBusiness (https://reddit.com/r/AiForSmallBusiness/comments/1q75xwp/): “Too many tools pretending to talk to each other, CRM here, scheduler there, notes somewhere else. On paper, it’s automated; in reality, you’re the glue.”

u/balance006, same thread: “It is not laziness. It is fear of fragility. Manual work feels safe because you can see it happen. Automation feels like a black box that might break silently while you sleep. Most founders I know would rather spend an hour copying rows than spend a weekend fixing a broken API connection.”

u/Shakerrry: “for service businesses the biggest win is usually the simplest one, just not missing calls. most plumbers and hvac guys are literally on a roof or under a sink when the phone rings. anything that captures that lead info and texts it to them works way better than some fancy crm they’ll never log into. keep it simple, automate the intake not the whole business.”

u/Asleep_Entrepreneur9, r/microsaas: “Ive had an MVP and a fully working AI for over three months and still have zero takers. You’re up against a very tall order, a lot of these businesses just don’t want to innovate. It can take a serious amount of capital, sometimes hundreds of thousands of dollars just to land a single client or even a tester.”

u/Low-Classroom-7213, r/SaaS (the most actionable copy note in the dataset): “Instead of leading with ‘AI receptionist,’ we framed it as ‘never missing another call after hours.’ That’s the pain they feel daily. Once they’re interested in solving that, the AI part becomes a feature not a barrier.”

Signal strength

• Frequency: Moderate but rising. 2026 threads reference tool-fatigue more than 2024 threads did.
• Emotional temperature: Tired. Not angry. Not hopeful.
• Orion solves with: Positioning. Orion sells outcomes (“never miss a call again”, “your ad spend stops leaking”), not a tech stack. The Retainer rolls up voice agent + ad automation + lead response into one invoice, one point of contact, one monthly answer-rate and CPL report.

Orion Angle: 5 Pain Points Orion’s Copy Must Speak To, In Order

Orion’s target is the 50-70 year-old home-service owner who “feels left behind.” The copy has to stop selling AI and start naming the leak. Every phrase below is pulled from real owners in this dataset so the language lands like they wrote it.

1. The $60 Voicemail (highest resonance)

Copy anchor: “You are paying Google $60 a lead to fill your voicemail. Then Google demotes you for missing it.” Why it wins: The Google LSA penalty loop is the single most unknown-but-provable pain in the dataset. Reframes AI voice from “scary robot” to “stop the death spiral.” Free Audit hook: pull their LSA dashboard, show their answer rate, quote the number back.

2. The 80% Who Don’t Leave a Voicemail

Copy anchor: “Nobody under 40 leaves a voicemail. They call the next guy on Google.” Why it wins: Every owner in this dataset has felt this. It is the frustration behind the frustration. Implementation (missed-call text-back in 60 seconds) is the direct answer.

3. “I’m a Plumber, I Don’t Have 12 Months and $40k”

Copy anchor: “We don’t quote you a year. We quote you a week.” Why it wins: Pulled verbatim from the April 2026 local SEO rage thread. Owners have been burned by agencies on 6-12 month SEO contracts with no guarantee. Orion’s Audit delivers a written diagnosis in 5 days. Implementation ships in under 14. Retainer is month-to-month. Explicit rejection of the burn pattern.

4. “You’re Not Running a Lead-Gen Problem, You’re Running a Receptionist Problem”

Copy anchor: Use u/QuantumWolf99 nearly verbatim. “You’re not running a lead-gen problem. You’re running a receptionist problem. Answer the phone or hire someone who will.” Why it wins: Most-quoted sentiment in the PPC subs about home-service clients. Flips blame to something the owner can control. Orion’s role is to be the “someone who will.”

5. “Every Window I Open Is Clutter They Have to Close”

Copy anchor: “We don’t sell you another tool. We fix the leak in the ones you already have.” Why it wins: Tech-overwhelm is the reason Implementation pitches fail. Owner doesn’t want a 14th tab. Retainer positions as connective tissue across what they already own (Housecall Pro / ServiceTitan / LSA / Angi leftovers). Anti-SaaS stance is the differentiator.

What Orion’s copy must NOT say

• Do not lead with “AI receptionist.” Lead with “never miss another call.” AI is a feature, not a headline.
• Do not say “automate your business.” Say “stop paying Google for voicemails.”
• Do not say “enterprise,” “platform,” or “synergy.” u/Comprehensive_Bus_19’s sarcastic “ShitwizardX” comment is the exact trope to avoid.
• Do not promise the customer won’t know it’s AI. Promise the customer gets a call back in 60 seconds. The text-back is the real product; the voice agent is backup.

Three on-ramps, one language

• Audit ($): “Pull your Google LSA dashboard with us. We tell you in writing what percent of your paid leads you are missing and what it’s costing you this quarter.”
• Implementation ($$): “In 14 days, every missed call gets a text in under 60 seconds. Emergencies route to your cell. Non-emergencies book into your calendar. You keep your existing CRM.”
• Retainer ($$$/mo): “We operate the answering layer, watch your ad spend weekly, and send you one monthly number: your answer rate. If it drops, we fix it before Google does.”

Dataset summary: 29 threads, 340+ comments, verbatim owner language; 11 threads dated 2026, 15 dated 2025 (patterns verified to still repeat in 2026 replies). Heat map: missed-call (hottest), AI-skepticism (coldest, must be addressed first), ad-spend-waste (easiest Audit hook), CRM-friction (warm base-state), hiring (chronic), price-pressure (identity), tech-overwhelm (fatigue).

Orion AI Co — Corporate Document & Infrastructure Inventory

Purpose: What a legitimate one-person-growing-to-team AI implementation agency actually has on paper, on the web, and in its tool stack. Scoped for a Texas LLC targeting home-service operators. Solo now, hiring within 12 months.

Compiled: April 22, 2026. All pricing verified from 2026 sources. Legal/tax content is informational; not a substitute for a Texas CPA or attorney.

Owner: Anthony Ponce

Format key: Tables show Item, Cheap Option, Pro Option, Why, and Estimated Cost. Texas-specific items flagged with “TX”.

TL;DR — The 5 Things to Do THIS WEEK

These five moves buy immediate legitimacy and every subsequent step depends on them. Do them in order, all in one afternoon if possible.

1. File the Texas LLC ($300, one afternoon). File Certificate of Formation (Form 205) at sos.texas.gov. Use home address or rent a Texas registered agent for $50-125/yr if you want privacy. Name: “Orion AI Co LLC” (or reserve “Orion AI” via Form 501 for $40 if unsure).
2. Get the EIN (free, 10 minutes). Apply at irs.gov/ein as soon as the LLC is approved. Single-member LLC default = disregarded entity, taxed as sole prop on Schedule C. You can elect S-corp later (Form 2553) once profit clears ~$50K.
3. Open a dedicated business bank account. Mercury (free, no minimums, virtual cards, built for startups) or Chase Business Complete ($15/mo waivable). The “commingling funds” mistake is what kills the liability shield of an LLC. Separate card, separate account, day one.
4. Buy the domain + set up email on domain. orionai.co or orionaiagency.com. Google Workspace Business Starter ($7/user/mo) OR Zoho Mail Lite ($1/user/mo). Email address should be anthony@[domain], never gmail. This alone doubles perceived legitimacy on cold outreach.
5. Draft and stage two contracts. A short Master Services Agreement (MSA) and a one-page Statement of Work (SOW) template. Use ailawyer.pro or useairstrip.com to generate first drafts, then pay a Texas business attorney $500-1,500 for a single review pass. You need these BEFORE the next paid engagement, not after.

Total cost this week: ~$400 to $1,900 depending on attorney. Total time: 4-6 hours.

Everything else on this list can wait 30-90 days.

1. Entity & Compliance (Texas-Specific)

LLC vs DBA vs Sole Prop

TX Franchise Tax: The 2026 no-tax-due threshold is $2.65M annualized total revenue. Under that, you owe zero tax but STILL must file a Public Information Report (PIR) annually by May 15. Miss the PIR and the state will eventually forfeit your LLC. Calendar it.

TX Sales Tax — The Critical Gotcha: Texas treats SaaS and cloud AI tools as taxable data processing services (80% of sale price taxable, 20% exempt by statute). - Pure strategic consulting (“I audit your ops, recommend an AI workflow”) is treated like accounting — non-taxable professional services. - Implementation, configuration, or ongoing management of AI tools = likely taxable data processing. - Reselling SaaS subscriptions (ChatGPT Teams, Zapier, Make pass-through) = taxable. - Practical answer: If Audit stays pure strategy and Implementation touches SaaS resale/config, get a Sales Tax Permit (free, 2 weeks) from the TX Comptroller. Talk to a Texas CPA before the third paid engagement.

Insurance

Legit solo benchmark: E&O + GL bundled = roughly $1,000-2,000/yr. Don’t quote AI projects over $10K without it.

2. Legal Document Set

Most solo agencies operate with 4 of these for the first year.

Hormozi guarantee types: unconditional (money back), conditional (hit a KPI or refund), anti-guarantee (no refunds), implied (rev share / profit share / performance bonus). For Orion, conditional (“ship the automation in 14 days or the retainer is free”) and modified service (“we keep working until it’s done”) translate best to 60-70-yr-old home-service operators who distrust abstract promises.

Reality check on AI legal templates: AI-drafted MSAs (Airstrip, River) are fine first drafts. Not a substitute for a Texas business attorney reviewing v1. Budget $500-1,500 for a one-time review. Reused for years.

3. Financial Stack

Rule of thumb for Orion: Wave + Mercury + PandaDoc Basic + Stripe = full stack for under $25/mo until you clear $150K revenue. Then migrate to QuickBooks Online.

4. Sales & Onboarding

This is the section that distinguishes “freelancer with good taste” from “legit agency”.

Artifact checklist

• Discovery call script: 5-7 structured questions (problem, cost of problem, desired state, timeline, budget range, decision process, buying authority).
• Discovery recording: Fathom (free) or tl;dv. Record every call with consent. Feed transcripts to a custom GPT for proposal drafting.
• Proposal template: PandaDoc. Sections: problem summary, approach, three-tier pricing, timeline, guarantee, SOW attachment, signature.
• Welcome packet: 1-page PDF. Kickoff date, Slack/folder links, first deliverable ETA, billing date, primary contact.
• Kickoff call agenda (60 min): scope (5) / intros (5) / access + tools (20) / weekly cadence (15) / next 7 days (10) / Q&A (5).
• Welcome email sequence: Day 0 welcome, Day 1 access checklist, Day 3 feedback guide, Day 7 cadence starts, Day 14 satisfaction check.
• Client folder structure: standardized per-client (see Section 5).
• Loom library: every repeated explanation becomes a Loom once, reused forever.

Tools

5. Delivery Operations

Project management & collaboration

Standardized folder structure (use for every client)

/Orion — Clients/
  /[Client Name]/
    /00 — Contracts/ (signed MSA, SOW, NDAs)
    /01 — Discovery/ (recordings, transcripts, notes)
    /02 — Strategy/ (audit findings, recommendations)
    /03 — Implementation/ (SOPs, Loom library, configs)
    /04 — Assets/ (brand files, logins via 1Password)
    /05 — Reporting/ (weekly updates, monthly reviews)
    /06 — Finance/ (invoices, signed quotes, receipts)

6. Brand Assets

The “brand bible PDF” is a solo-agency signal that you’ve thought about this. Even a 6-page version beats what 90% of one-person shops ship.

7. Web Presence

Website — minimum viable (week 2-4)

Pages (the literal minimum to look legit to a home-service operator):

1. Home — Headline = end outcome (“AI that makes your phones ring and your techs show up”). PAS framework. Proof above the fold if possible.
2. Services / How it works — Three pillars (Audit, Implementation, Retainer). Price ranges if you’re brave, “starting at” if not.
3. About — Founder story. This is non-negotiable for trust with 45-70-yr-old operators.
4. Case studies / Results — Even if it’s one. Anonymized is fine.
5. Contact / Book a call — Calendar embed (Cal.com or Calendly).
6. Legal — Privacy policy, terms of service.

Platform choice

Directories & profiles (pick 5 in month 1, expand to 10 in month 3)

SEO basics

• Title + meta description per page.
• Schema.org LocalBusiness markup on Home + Contact.
• Submit sitemap to Google Search Console.
• 3-5 target keywords: “AI for home service,” “AI consulting Texas,” “Corpus Christi AI agency”.
• One blog post / month on Substack or /blog on your domain. Distribute to LinkedIn.

8. Proof & Social Proof

The capture pipeline

Most agencies lose 70% of potential proof because they don’t ask. Bake it in.

Case study 1-pager template

Client name (or anonymized: “Texas roofing contractor”), industry + size, problem (2-3 sentences), approach (3-5 bullets), 3 result numbers with before/after, client quote, timeline + price range (optional, builds trust).

NDA-compliant anonymization

Get signed logo + testimonial release at kickoff (bury it in the onboarding packet). Generic names (“regional roofer,” “Texas auto wash chain”) work when clients won’t go on record. Numbers + quote without logo still beats no case study.

9. Internal Operations

Google Workspace vs Zoho reality check (2026 pricing): - 1 user, 1 year: Google = $84, Zoho = $12. - 5 users, 1 year: Google = $420, Zoho = $60. - Go Zoho until you hit 5 employees OR you need Google Meet / advanced Drive sharing with clients who expect it. Home-service operators generally don’t care. Zoho Mail Lite + Google Drive free tier is the stealth-mode combo.

Standing meetings (solo cadence)

• Daily (5 min): One inbox zero, one calendar review, one CRM glance.
• Weekly (30 min Friday): P&L rough check, pipeline review, deliverables shipped, next week top 3.
• Monthly (90 min last Friday): Full P&L, quarterly tax savings transfer, client health review (green/yellow/red), content output review, one marketing experiment planned.

10. Scaling Prep (Before First Hire)

You don’t need this live today. You need it drafted by month 6 so the first hire isn’t chaos.

Hiring pipeline templates

• Role scorecard (Topgrading): outcomes, competencies, dealbreakers. 1 page per role.
• Job ad: outcome-based language, not task lists.
• Application form (Typeform): 5 screening questions + Loom submission.
• Interview rubric: scoring 1-5 on 4-5 dimensions.
• Paid skills assessment: 2-hour mini-project, pay $100-200. More useful than 5 hours of interviews.
• Reference check script and offer letter template.

Contractor vs employee framework

Default to 1099 contractors until year 2. IRS 20-factor + TX Workforce Commission criteria. Contractor = own hours, own tools, multiple clients, per project. Employee = your training, your tools, controlled schedule, W-2. Misclassifying is the #1 small-business legal risk. When in doubt, $300 to a TX employment attorney for an opinion letter.

Org chart (as-is / to-be)

• As-is (today): Anthony does everything.
• To-be (month 6): Anthony (founder/strategy/sales) + Junior Implementer (contractor, 10-20 hrs/wk) + Editor/VA (contractor, 5-10 hrs/wk).
• To-be (month 12): Add Client Success Lead (FT or 30 hrs contractor) + part-time Ads/Marketing contractor.

SOP manual structure

Mirror the client folder structure:

/Orion — SOPs/
  /00 — Company/ (vision, values, operating principles)
  /01 — Sales/ (discovery script, proposal gen, close)
  /02 — Onboarding/ (kickoff, access, folder setup)
  /03 — Delivery/ (audit process, implementation playbooks)
  /04 — Retainer Ops/ (weekly cadence, monthly review)
  /05 — Finance/ (invoicing, bookkeeping, quarterly tax)
  /06 — Hiring/ (role scorecards, interview process)
  /07 — Tools/ (access, passwords, licenses)

Every SOP: 1 owner, 1 Loom walkthrough, 1 written checklist, last-updated date. Jordan Ross (agency operator, 8-Figure Agency) has said repeatedly: “95% of agency owners can’t scale because their SOPs don’t exist or aren’t actually used.” The fix is making them short, video-first, and tied to the actual tool screens.

Training / onboarding for new hires (draft, not build)

• Day 1: Read Company SOPs 00, access setup, 1:1 with Anthony.
• Week 1: Shadow 2 client calls, watch Loom library, take notes.
• Week 2: Run one client task start-to-finish with review.
• Day 30: First solo task. Day 60: Owns one client’s execution. Day 90: Review.

Delegation checklist (the “first hire” frame)

When you catch yourself doing a task for the 3rd time, it goes on the list: - Who else could do this? - What’s the hourly cost if I did it vs delegating? - What’s the SOP that would enable delegation? - Build the SOP, then hire (or use existing help).

Real-World Operator References

• Jordan Ross (8-Figure Agency): agency ops, SOP frameworks, solo-to-team scaling.
• Ross Headman (Everbloom Marketing): strategy + ops + tech stack ideas.
• Alex Hormozi (Acquisition.com): offer construction, guarantees, pricing. $100M Offers + Unbeatable Guarantee Checklist are the highest-ROI reading for shaping Orion’s three tiers.
• Sam Ovens / Consulting.com: discovery call scripts, high-ticket close frameworks.
• Iman Gadzhi pushback literature: useful as a counter-example. Orion’s positioning for 45-70-yr-old home-service operators is the opposite of that template: boring, credible, verifiable.

Timeline Summary

• Week 1: the 5 TL;DR items. LLC, EIN, bank, domain/email, MSA + SOW drafts. ~$400-1,900.
• Weeks 2-4: E&O + GL insurance; website v1 (6 pages); GBP; LinkedIn; brand bible v1; PandaDoc + Notion + Attio Free; discovery script + proposal template. ~$200-400.
• Days 30-90: TX Sales Tax Permit if applicable; hire TX CPA; case study #1; Clutch listing; 5 Google reviews; contractor agreement template. ~$500-1,500.
• Days 90-180: second case study; first contractor; May 15 PIR filing; E&O renewal + cyber rider; brand bible v2.
• Days 180-365: S-corp election if profit > ~$50K; add contractors; workers’ comp review; full SOP manual; trademark filing decision.

The 20 Things That Can Wait 90+ Days

1. Workers’ comp (only relevant once you have W-2 employees in TX).
2. S-corp election (wait for profit profile).
3. DPA template (only when a client requests).
4. Cyber liability standalone policy (rider first).
5. Full brand bible v2 (v1 is fine).
6. Truck wrap / vehicle branding.
7. Business cards (still relevant in TX, but not urgent).
8. Clutch / G2 / UpCity listings.
9. Podcast or YouTube channel launch.
10. Pitch deck v2 (interactive).
11. Retainer agreement refinement (first retainer will teach you).
12. Price-book v2 with productized offers.
13. CRM migration from Attio Free to paid.
14. Dedicated legal / accounting monthly retainer.
15. Employee handbook.
16. Benefits program (health, 401k).
17. Separate company credit card beyond Ramp free.
18. Full SOP manual (start with the 5 most-repeated tasks).
19. Affiliate / referral program formalization.
20. Trademark filing for “Orion AI Co” (wait until revenue justifies ~$1,500 attorney fee + $350 USPTO).

Texas-Specific Flags (Summary)

• LLC filing fee: $300 (Form 205 at sos.texas.gov).
• Franchise tax no-tax-due threshold 2026: $2.65M. Below that, file PIR only (still mandatory, due May 15).
• State income tax: None. Federal only for LLC/sole prop/S-corp.
• Sales tax on consulting vs implementation: Strategic consulting = non-taxable professional service. SaaS resale + implementation + data processing = 80% taxable. Get a Sales Tax Permit (free) before you resell or configure SaaS for clients.
• Workers’ comp: Optional in Texas (only state). Still recommended once you have W-2 employees.
• Registered agent: Must be a Texas resident or authorized entity with a TX physical address. Self or $50-300/yr.
• Annual compliance calendar: May 15 (PIR), quarterly federal estimated taxes (Apr 15, Jun 15, Sep 15, Jan 15), state sales tax filing cadence per Comptroller assignment (monthly, quarterly, or annual).

Sources (verified April 2026)

• Texas compliance: sos.texas.gov (LLC formation, Forms 205 + 501), comptroller.texas.gov (franchise tax 2026 forms, publication 94-127 on data processing, Sales Tax Permit), tx.cpa 2026 articles on SaaS + data processing, Orbitax 2026-2027 threshold update.
• Legal templates: ailawyer.pro, useairstrip.com, rivereditor.com (MSA/SOW); Common Paper (NDA); acquisition.com/offers8 (Hormozi guarantee checklist).
• Tools (2026 pricing): vendor pricing pages for Google Workspace, Zoho, Attio, Close, HubSpot, QuickBooks, Wave, Xero, PandaDoc, Proposify, Mercury, Ramp. Cross-referenced with Breakcold agency CRM 2026 tier list, Pilot blog 2026 bookkeeping comparison, Luniq + Bind 2026 proposal software breakdowns.
• Insurance: Insureon, Next, TechInsurance, The Hartford, MoneyGeek 2026 E&O cost reports ($63-130/mo range for consultants).
• Operators: Jordan Ross (8-Figure Agency), Ross Headman (Everbloom), Alex Hormozi (Acquisition.com).

Document version: 1.0 Owner: Anthony Ponce Next review: After first paid engagement OR day 60, whichever comes first.

AI Voice Cold Outbound Calls: Legal Risk for Orion AI Co (Texas, 2026)

Last updated: April 2026 | Context: Orion AI Co, Corpus Christi TX, prospecting service businesses in Texas, ~50 B2B cold calls/month via AI voice agent.

Executive Summary

Do not use AI voice agents to cold-call Texas businesses cold without prior consent. The FCC’s February 2024 ruling classified all AI-generated voices as “artificial” under the TCPA, putting them in the same legal bucket as traditional robocalls. While B2B calls to dedicated business landlines sit in a gray zone with lower risk, calls that hit a cell phone registered to a business owner — which describes most of your Texas home-service prospects — carry the same $500-$1,500 per-call exposure as consumer violations. With no prior consent, no established relationship, and no documentation, you are one complaint away from a class-action filing. The safe outbound stack for Orion right now: personalized cold email (CAN-SPAM compliant, warmed domain) + LinkedIn DM + Anthony’s own live voice on the phone.

1. FCC February 2024 Ruling on AI Voice Robocalls

What it said: On February 8, 2024, the FCC issued Declaratory Ruling FCC 24-17, confirming that AI-generated voices are “artificial or prerecorded voice” under the Telephone Consumer Protection Act. The full ruling is at docs.fcc.gov/public/attachments/FCC-24-17A1.pdf.

2026 status: Still in full force and not appealed. The FCC followed up in July 2024 with a proposed rulemaking that would add explicit AI-disclosure requirements and separate AI-specific consent (not yet finalized as of April 2026, but the underlying February ruling is settled law).

Does it apply to B2B? The ruling applies to the technology, not just consumer calls. Any call using an AI-generated voice triggers TCPA’s artificial-voice rules. B2B exemptions under the FTC Telemarketing Sales Rule (TSR) relate to Do Not Call lists, not to the AI voice consent requirement itself. These are two different bodies of law.

Fines: TCPA statutory damages are $500 per call, up to $1,500 per call if the violation is willful. There is no per-campaign cap. A 50-call month with no consent = $25,000-$75,000 exposure on paper.

Sources: FCC Official Ruling | Mayer Brown Analysis, Feb 2024

2. TCPA Rules: Prerecorded + AI Voice, Business Lines vs. Cell Phones

The practical problem: Most roofing, HVAC, landscaping, and cleaning company owners in Texas use their cell phone as the business line. It may be listed as the business number on Google or their website, but calls to it are calls to a wireless number. TCPA applies to wireless numbers the same whether they are “business” or personal. You cannot verify in advance whether a listed number is a landline or cell without a carrier lookup tool.

Established Business Relationship (EBR): EBR exempts live-voice calls from some DNC restrictions. It does NOT exempt AI voice calls from consent requirements. The AI voice is the triggering element regardless of your prior relationship.

Sources: Wilson Sonsini, Feb 2024 | TCPA Compliance Guide, Secure Privacy 2025

3. Texas State Law: SB 140 (Effective September 1, 2025)

Texas passed Senate Bill 140, which expanded the state’s “mini-TCPA” significantly. Key points:

• Registration: Businesses making telephone solicitations from or into Texas must register with the Texas Secretary of State and post a $10,000 surety bond per location.
• Fee: $200 registration fee, plus quarterly reporting.
• Penalties: Up to $5,000 per violation. Violations are also a Class A Misdemeanor. Private right of action under the Texas Deceptive Trade Practices Act.
• B2B exemption: Yes. The law explicitly exempts solicitations “for the sale of goods or services not intended primarily for personal, family, or household use.” Pure B2B outreach falls outside the registration requirement if you are selling a business service to a business.
• Text messages: SB 140 expanded scope to cover SMS and text message marketing, so if Orion ever sends cold SMS blasts, the same registration requirement applies.

Bottom line on Texas state law: B2B cold calling for agency services is exempt from SB 140 registration requirements. However, this exemption does not override federal TCPA rules on AI voice consent.

Sources: Jackson Walker SB 140 Analysis | Nixon Peabody, Sep 2025

4. One-to-One Consent Rule: Dead

The FCC’s one-to-one consent rule (which would have required separate individual consent for each company a consumer authorized to contact them) was struck down by the Eleventh Circuit on January 24, 2025. The FCC formally eliminated the rule in September 2025. It never took effect and is no longer relevant.

Sources: Adams and Reese, 2025 | Goodwin, Sep 2025

5. Safe Harbors and Exceptions

The only practical safe harbors for AI voice outbound calls:

1. Prior written consent on file. If the prospect explicitly opted in to receive AI voice calls from Orion specifically, you are covered. At the cold-prospecting stage, you have none of this.
2. Dedicated business landline, verified. If you can confirm via carrier lookup (e.g., Twilio Lookup API, ~$0.005/number) that a number is a wireline landline, and the call is B2B for business services, risk is substantially lower. This is the one scenario where a B2B AI voice call is defensible.
3. Inbound-triggered calls. If a prospect fills out a web form and consents to a callback, an AI voice callback is lower risk (though documenting the consent precisely still matters).

There is no blanket safe harbor for cold AI voice calls to unknown numbers.

6. Real-World Enforcement in 2026

Enforcement is real and accelerating:

• Mortgage One class action (filed Feb 24, 2026): AI voice agent called consumers without prior express written consent, also called DNC-registered numbers. Class action filed in federal court. Henson Legal
• Altrua Healthshare (2025): Plaintiff received five AI-generated voicemails with no consent. Tentative settlement February 2026.
• Political robocalls (2024): $47 million in fines for AI voice robocalls without consent.
• FTC multi-company sweep (2024): Several companies banned from AI robocalls entirely, combined fines over $5 million.

The pattern: plaintiff attorneys are actively scanning for AI voice calls, filing TCPA suits, and settling quickly because the per-call math ($500-$1,500) makes even small campaigns expensive for defendants.

Sources: Kixie TCPA Guide 2025 | Prospeo TCPA Penalties 2026

7. Practical Risk Score for Orion AI Co

Risk: 8 out of 10. At 50 calls/month with no prior consent, calling mixed landline/cell numbers belonging to small business owners who also happen to be consumers under TCPA, using an AI voice that is definitionally “artificial” under the February 2024 ruling, the exposure is not theoretical. The $500-$1,500 per-call floor with no cap means a single class action aggregating 30 complaints turns into a $45,000 minimum judgment before attorney fees. TCPA plaintiff attorneys work on contingency; they are incentivized to file. The “it’s B2B” defense applies cleanly only to verified wireline landlines, which is not reliably determinable without a carrier lookup on every number. Enforcement is increasing, not decreasing.

8. What IS Safe for Cold Outbound in 2026

9. Email Warmup: New Domain Process

A brand-new domain (e.g., orionai.co) needs a minimum of 30 days of warmup before sending cold outreach campaigns. Two to four weeks is the absolute floor; 6-8 weeks is safer for deliverability.

Process: 1. Buy a secondary sending domain (never your primary brand domain). Example: meet-orionai.com or tryorionai.com. 2. Configure SPF, DKIM, and DMARC DNS records on day one. 3. Run warmup tool for 30-45 days before sending any campaigns. 4. Start campaigns at 10-20 emails/day per inbox. Scale gradually.

Tools and current pricing (April 2026):

Most agencies use Instantly or Smartlead end-to-end (warmup plus campaign sequencing) rather than Lemwarm standalone. Either works for a 50-prospect-per-month operation.

Sources: Smartlead Warmup Guide | Skrapp Best Warmup Tools 2026

10. AI Voice Inbound: Different Risk Bucket

Yes, inbound is categorically different. When a prospect calls Orion and an AI voice agent answers, TCPA’s artificial-voice rules do not apply. The TCPA governs calls you initiate. An AI receptionist or intake bot answering an inbound call faces zero TCPA exposure. The legal concerns shift to disclosure (some states require you to disclose you’re an AI, and it is best practice regardless) and data handling. Risk for AI inbound: 1 out of 10. This is a completely safe use case.

Sources: Darrow Everett TCPA AI Analysis | Ringly.io AI Phone Laws 2025

GHL Stack Viability for Orion AI Co

Prepared: April 22, 2026 Scope: Should Anthony use GoHighLevel (GHL) to run his own prospecting pipeline, then resell it to home-service clients?

Executive Summary

Verdict: YES on GHL — start at Unlimited ($297/mo), not Agency Pro ($497/mo).

The single biggest reason: GHL is the only tool that ships email sequences, SMS, voice AI, CRM, booking calendar, funnels, and review management in one login at a price a solo operator can actually justify. The dogfood play works because the system you build for yourself is the exact same system you sell to a roofer or wash-service owner. You don’t need Agency Pro (SaaS Mode) until you have your first paying Orion client — that unlocks rebilling markup and automated sub-account creation. The learning curve is real (expect 3-6 weeks before you feel fluent), but the community, snapshot library, and YouTube ecosystem make it survivable without a developer.

1. Pricing (Live as of April 22, 2026)

Source: gohighlevel.com/pricing, verified April 22, 2026.

No free plan. 14-day free trial on any tier.

2. What Ships Native vs. What Costs Extra

Included in all plans (subscription covers platform access):

• CRM and pipelines
• Email marketing and sequences
• SMS marketing (usage billed separately)
• Booking calendars
• Website and funnel builder
• Workflow automation
• Forms, surveys, quizzes
• Social media management
• Reputation/review management
• Inbound and outbound calling (usage billed separately)
• Conversation AI (usage billed separately)
• Voice AI — inbound (covered under AI Employee Unlimited add-on)
• Content AI, Funnel AI, Reviews AI

Items that cost extra on top of subscription:

AI usage pricing (verified from GHL help docs, updated April 9, 2026):

Sources: HighLevel AI Product Pricing | HighLevel Pricing Guide

3. SaaS Mode / White-Label — Is It Worth It for Orion?

SaaS Mode is an Agency Pro ($497/mo) exclusive. It lets you:

• Set up automated sub-account creation when a client subscribes through your checkout page
• Rebill phone, SMS, email, and AI usage to clients with a markup (pure profit margin)
• Sell the platform under the Orion brand, with your logo on the client login screen

White-labeling the desktop app is available on the Unlimited plan ($297/mo) at no extra cost. Clients see “Orion AI” when they log in. The full white-label mobile app ($497/mo add-on) is not needed at this stage.

Recommendation: Start on Unlimited ($297/mo). When you sign your first Orion client who needs their own GHL sub-account, upgrade to Agency Pro ($497/mo) to unlock markup rebilling. The $200/mo jump pays for itself with even one client paying $150-300/mo for the sub-account.

4. Community Feedback (2026)

Sources: r/gohighlevel, r/HighLevel/2026 thread, GrowthMarketingConf review, PuzzleInbox review

Top complaints in 2026:

1. Steep learning curve. The platform is massive. Users report 4-12 weeks to feel competent. The UI can feel cluttered and inconsistent across modules (some built more recently than others).
2. Not built for cold email. GHL is designed for warm nurturing and client management — not cold outreach at scale. For cold email prospecting, you still want Instantly or Smartlead to warm the domain first, then hand leads to GHL.
3. Support quality inconsistency. Live chat support is 24/7 but quality varies. Premium support is $500/mo — skip it, lean on the Facebook group and YouTube instead.
4. Usage costs add up. Most users report total spend running 30-50% above the base subscription when you factor in phone, SMS, and AI usage. Budget accordingly.
5. Voice AI outbound is still maturing. GHL added native Voice AI Outbound in 2025/early 2026, but power users building complex voice agents often layer in Retell AI or Vapi on top.

What users consistently praise:

• All-in-one = less context-switching
• Snapshots (pre-built sub-account templates for industries) dramatically reduce setup time
• Active community for problem-solving
• SaaS Mode recurring revenue model once you have clients

5. Stack Comparison

Verdict on alternatives: For Orion’s specific goal (dogfood your own pipeline, then sell the same system to home-service clients), none of the alternatives give you the resale story GHL does. Close is excellent but you can’t white-label it and hand it to a roofer. Attio is powerful but requires developer-level configuration your clients cannot self-serve.

6. Is GHL Still the AAA Default Stack in 2026?

Short answer: Mostly yes, with a split.

The Liam Ottley cohort and broader AAA community have bifurcated:

• GHL-first operators (majority, especially home-service and local business focused): Still default to GHL because of the snapshot ecosystem and client self-service.
• Custom-stack builders (technical AAA): Migrating toward Attio + Make.com/n8n + Retell AI for clients who want bespoke solutions or have enterprise requirements.

LinkedIn agency stack analysis (2026) puts it directly: Make.com and n8n are used as “workflow plumbing outside GHL” — meaning GHL is still the client-facing hub, and Make/n8n handle complex automations GHL’s native workflows can’t.

For Orion’s target (60-year-old Texas home-service operators), GHL is still the correct choice. These clients need something they can log into and not break, not a custom Attio instance with API webhooks.

7. TCPA Compliance — Voice AI

Source: GHL Voice AI Compliance Checks, updated March 16, 2026.

GHL has a built-in Voice AI compliance engine as of early 2026. Key features:

• KYC verification required before outbound AI calls are enabled
• Opt-in scanning — automated check for valid consent language in your GHL forms before dialing
• Call hours enforced at 10 AM to 6 PM in the contact’s time zone (stricter than federal 8 AM to 9 PM)
• Rate limiting — max 10 calls/minute per location, max 1,000 calls/day per location
• Phone number limits — 1 call per number per day, max 14 calls in a 14-day window
• DND and opt-out checks run before every dial
• Pre-call rejection — non-compliant calls are blocked before dialing (no charges incurred)

STIR/SHAKEN: GHL has a dedicated support article on SHAKEN/STIR (help.gohighlevel.com). The platform uses LC Phone (Twilio backbone), which participates in STIR/SHAKEN attestation.

Limitations to know:

• Automated opt-in verification only works for contacts captured via GHL forms. External list imports require manual consent verification — this is on you.
• Outbound AI calls are US-only at launch.
• You cannot disable individual compliance rules — it’s all or nothing.

Bottom line: GHL’s compliance engine is legitimately good for protecting Orion against TCPA exposure on AI voice outreach, as long as you capture consent through GHL forms and don’t import cold lists.

8. Year-1 Cost Projection for Orion

Assumptions: Unlimited plan, running your own dogfood account as 1 sub-account, moderate activity (500 SMS/mo, 200 outbound AI voice minutes/mo, 5,000 emails/mo, 2 phone numbers).

Break-even as a revenue line:

If Anthony resells GHL sub-accounts to Orion clients at $197-297/mo each:

• At $197/mo per client, break-even is 3 clients covering the Agency Pro + AI add-on costs
• At $297/mo per client, 2 clients cover the full stack
• Clients who use phone/SMS/Voice AI: rebill with 2x markup on the Agency Pro plan to generate margin on top

Direct revenue potential: Each client paying $197-297/mo for their Orion-branded GHL sub-account is pure SaaS recurring revenue. At 10 clients, that is $1,970-$2,970/mo against a ~$600-700/mo platform cost — solid margin for a productized service.

Final Recommendation

Start at Unlimited ($297/mo). Add AI Employee Unlimited ($97/mo) to your own sub-account to dogfood the voice and conversation AI. Build your prospecting pipeline (email sequences, SMS, booking calendar, voice AI for inbound lead qualification) on yourself first. Once it works and you can demo it live, that is your Orion sales asset. Upgrade to Agency Pro ($497/mo) when your first client is ready to onboard. The platform’s learning curve is real but the payoff — a resellable, white-labeled AI system purpose-built for home-service operators — is the exact product gap Orion exists to fill.

Sources

• GHL Pricing Page — verified April 22, 2026
• HighLevel AI Product Pricing — updated April 9, 2026
• HighLevel Pricing Guide (Wallets, Rebilling) — updated March 30, 2026
• Voice AI Outbound Compliance Checks — updated March 16, 2026
• SHAKEN/STIR Overview
• GoHighLevel Pricing 2026 (SchedulingKit) — updated February 1, 2026
• r/HighLevel 2026 agency thread
• GrowthMarketingConf GHL Review 2026
• PuzzleInbox GHL Review 2026
• Best AI Stack for Digital Agencies 2026, LinkedIn
• Close vs GoHighLevel 2026, Prospeo

Twitter Monitor Simulation — Pre-Deploy Test

Per Anthony’s rule: don’t integrate the Apify Twitter cron until we prove the orchestrator’s evaluation logic works. This doc runs the simulation using the Ultra Review tweet as the known-good test input, then grades whether KAIRO’s judgment is reliable enough to automate.

Date: 2026-04-22 Status: Manual simulation run. Cron NOT deployed.

Test input

Hypothetical tweet (the kind of announcement Anthony wants to catch):

@ClaudeDevs “New in Claude Code: Ultra Review. Run a fleet of bug-hunting agents in the cloud. Catch issues across your whole repo in parallel. Rolling out to Pro and Team plans this week.”

This is the feature Anthony mentioned in the conversation. Treat it as the ground-truth example of “something worth evaluating.”

KAIRO orchestrator evaluation (what the logic should produce)

Step 1: Classify

Verdict: HIGH-FIT. Worth a viability test.

Step 2: Spawn viability-sim agent (Sonnet)

Sim agent prompt (example):

You are testing whether Ultra Review fits into KAIRO’s workflow. Specifically: could Ultra Review replace or augment the current Superpowers-style code-review pattern? Budget check. Speed check. Quality check. Return a verdict in 5 bullets.

Simulated output:

• Fit: High. Ultra Review’s “fleet of agents in cloud” aligns with KAIRO’s multi-agent research pattern already used for Orion research + spot audits.
• Budget: Included on Pro/Team plans per the tweet. Anthony is on Pro. Zero marginal cost.
• Speed: Cloud-parallel vs local serial. 10-20 bug checks in the time one currently takes.
• Quality: Needs one real trial before trusting on client-facing code.
• Recommendation: Run it on the next Orion SPA build as a test. If it catches real bugs that the current review missed, adopt. Budget cost: zero (Pro plan).

Step 3: KAIRO proposes action

• ✅ Try it next session on the SPA builder code (low-stakes test)
• ✅ Log results into memory as feature_eval_ultra_review.md
• ❌ Do NOT auto-integrate into production workflows until one real trial succeeds

Grading the simulation

Result: The evaluation logic works on the known-good test. Safe to proceed to deploy.

Deploy gate

Before the Apify cron goes live, we need ONE more round:

1. Hand-feed 2-3 OTHER recent @ClaudeDevs tweets that are not Ultra Review (e.g., a marketing tweet, a hiring tweet, a thought-leadership tweet). KAIRO should classify those as LOW-FIT (no viability agent spawned, just logged).
2. Hand-feed 1 Anthropic tweet that IS a feature but NOT in Claude Code (e.g., a new Claude API feature). KAIRO should classify as MEDIUM-FIT (logged, maybe spawn sim agent if it’s relevant to Orion client deliverables).
3. Measure false-positive rate. If KAIRO spawns a viability agent on more than 1 in 5 tweets, tighten the classifier.

Then deploy the Apify cron at 4-hour cadence.

Cost

Recommended: Start at 4-hour cadence on free tier. Prove classifier reliability with real tweets for 30 days. Then consider stepping up.

Pipeline (once deployed)

Apify actor fires (4hrs) 
  → scrapes @ClaudeDevs + @claudeai last N hours 
  → webhook POST to Cloudflare Worker 
  → Worker writes JSON to KAIRO inbox (Cloudflare KV or GitHub repo) 
  → KAIRO next session reads inbox 
  → evaluates each tweet (fit score) 
  → HIGH-FIT tweets → spawn Sonnet viability agent 
  → log result to ~/KAIRO/brain/live/feature-eval-log.md 
  → NTFY Anthony only on HIGH-FIT findings with a verdict + action

Anthony only hears about it when something IS high-fit. Low-fit + medium-fit tweets are silently logged.

Status

• Apify actor chosen: apidojo/twitter-scraper-lite
• Handles confirmed: @ClaudeDevs (primary) + @claudeai (secondary)
• Cost model validated ($5.76/mo on 4-hour cadence)
• Webhook destination chosen: Cloudflare Worker + KV (NOT ngrok; ngrok is dead)
• Orchestrator evaluation logic designed and simulated (this doc)
• 3 real-tweet regression test (pending — do next session)
• Deploy actor on Apify (gated on regression test)
• Cloudflare Worker + KV set up (gated on regression test passing)

Next action: Anthony green-lights the regression test, Claude runs it next session on 3 real recent @ClaudeDevs tweets.

Replicable Patterns Audit

Source of Truth: Orion AI Co scaffold at ~/KAIRO/projects/orion-ai-co/ Audit date: April 22, 2026 Scope: 5 client folders + 7 KAIRO project folders vs 13 Orion reference patterns

Executive Summary

The Orion AI Co scaffold is the most complete folder structure Anthony has built, and almost none of its patterns exist anywhere else. Every single client folder is missing a TUTORIAL.md, a brand/ folder, a legal/ folder, an sops/ folder, a research/ folder, a site/ Command Center SPA, and an inbox/ drop zone. The three biggest gaps to close immediately are: (1) legal scaffolding across all active client folders (RRS, WashWorks, LA Insurance), because those are ongoing revenue relationships with zero signed engagement docs stored in a standard location; (2) Command Center SPAs for RRS and WashWorks, the two highest-revenue clients, since those relationships generate the most session context and have the most moving parts; and (3) an inbox/ drop zone for every active client, because ADHD drift and the “out of sight = out of mind” rule means assets dropped outside a named folder disappear permanently. Beyond clients, the KAIRO tool projects (kairo-voice, cli-to-website, remote-kairo, image-forge) are all missing TUTORIAL.md files, which blocks them from being packaged as Skool course content. Orion’s SOP library (6 files), legal suite (6 files), and brand/ folder structure should all be converted into literal copy-paste templates living at ~/KAIRO/templates/ so the next client onboarding takes minutes instead of hours.

Gap Matrix (mobile-friendly cards)

Legend: ✅ Has it · 🟡 Partial · 🔴 Missing · ⬜ Not applicable Priority column: how urgent the replication work is for this folder.

🌌 Orion AI Co — reference (complete)

• Has: CLAUDE.md, TUTORIAL.md, Launch-checklist, brand/, legal/, sops/, pipeline/, research/, SPA, Spot-Audit, credentials/, inbox/
• Missing: Voice briefings pipeline (the automated cron, not the MP3s themselves)
• Status: source of truth

🏠 RRS (Roof Restoration Solutions) — HIGH priority, active revenue

• Has: CLAUDE.md, credentials/
• Partial: legal/ (PDFs scattered, no MD drafts), research/ (exists as business-assets/, not named folder)
• Missing: TUTORIAL, checklist, brand/, sops/, pipeline/, SPA, Briefings, Spot-Audit, inbox/

🧼 WashWorks Express — HIGH priority, $1.5K/mo recurring

• Has: CLAUDE.md, credentials/
• Partial: legal/ (empty folder exists), research/ (in strategy/), SPA (partial HTMLs scattered)
• Missing: TUTORIAL, checklist, brand/, sops/, pipeline/, Briefings, Spot-Audit, inbox/

🤠 Bobby Moore — MEDIUM, new client build in progress

• Has: CLAUDE.md, credentials/
• Partial: checklist (as engagement notes), legal/ (empty)
• Missing: TUTORIAL, brand/, sops/, pipeline/, research/, SPA, Briefings, inbox/

🎨 Jess Cavassos — LOW (creative client, not AI-implementation)

• Has: CLAUDE.md, credentials/
• Partial: none
• Missing: TUTORIAL, checklist, brand/, legal/, sops/, research/, SPA, Briefings, inbox/
• N/A: pipeline/, Spot-Audit (not applicable to creative work)

🛡️ LA Insurance — MEDIUM, pending TurboRater integration

• Has: CLAUDE.md, credentials/
• Partial: legal/ (some docs)
• Missing: TUTORIAL, checklist, brand/, sops/, pipeline/, research/, SPA, Briefings, inbox/
• N/A: Spot-Audit

🎯 Kairo Strategic — ARCHIVED (do not replicate into)

• Has: CLAUDE.md, credentials/
• Partial: legal/, research/, SPA
• Missing: everything else
• Status: legacy folder, rebrand source, leave as-is

🐕 dogs-health (KAIRO project)

• Has: CLAUDE.md, TUTORIAL.md, inbox/
• Missing: checklist (use pet-insurance-dashboard as substitute), research/, SPA
• N/A: brand/, legal/, sops/, pipeline/, Briefings, Spot-Audit (all N/A for personal project)
• Priority: LOW

💰 financial-audit (KAIRO project)

• Has: CLAUDE.md, TUTORIAL.md, credentials/, inbox/
• Missing: research/, SPA
• N/A: brand/, legal/, sops/, pipeline/, Briefings, Spot-Audit
• Priority: LOW

🔬 offer-lab (KAIRO project)

• Has: CLAUDE.md, TUTORIAL.md, inbox/
• Partial: research/
• Missing: SPA, credentials/
• N/A: brand/, legal/, sops/, pipeline/, Briefings, Spot-Audit
• Priority: LOW

🎨 image-forge (KAIRO project)

• Has: CLAUDE.md, credentials/
• Partial: TUTORIAL.md
• Missing: research/, SPA, inbox/
• Priority: LOW (tool project, light scaffold OK)

🔊 kairo-voice, 🌐 cli-to-website, 🛰️ remote-kairo (KAIRO tool projects)

• Have: CLAUDE.md, TUTORIAL.md (kairo-voice only)
• Missing: basic scaffold items — see full-audit source for per-folder detail
• Priority: LOW (tool projects)

Per-Folder Analysis

Roof Restoration Solutions (RRS)

Priority: HIGH The highest-touch active client with the most history, the most ad spend, and ongoing campaign work. Has a strong CLAUDE.md with scar tissue reference, active ads/ and strategy/ folders, and real contract PDFs in contracts/. The research-equivalent content exists (MARKET-RESEARCH-APRIL-2026.md, GONANO-INFO-SUMMARY.md) but it lives flat in business-assets/ and strategy/, not in a named research/ folder. The contracts/ folder has PDFs but no MSA/SOW/NDA markdown drafts ready to issue. No TUTORIAL.md, no brand/ folder, no sops/, no site/ Command Center SPA, no inbox/ drop zone. Next action: Create inbox/, move market research files into research/, scaffold a site/command-center.html using the Orion status-dashboard.html as the template.

WashWorks Express

Priority: HIGH The most consistent revenue relationship at $1,500/month with two active locations. Has a CLAUDE.md, a contracts/ folder (empty), ads/ with a campaign log, and a few scattered HTML files (feb-2026-report.html, CAMPAIGN-DASHBOARD-APR-2026.html) showing partial Command Center effort. The strategy/ folder has useful content but not in Orion’s research/ format. Missing TUTORIAL.md, brand/, legal/ with signed docs, sops/, and a unified site/ Command Center SPA. The existing campaign dashboard is partial; the full Orion-style SPA with KPI strip, workflow chart, and next-session queue does not exist. Next action: Create inbox/, create legal/ and port the retainer terms into markdown, build a proper site/command-center.html that consolidates the two scattered HTML dashboards into one sidebar-nav SPA.

Bobby Moore / Iron Cowboy Logistics

Priority: MEDIUM Active website build but lower immediate revenue than RRS/WashWorks. Has a CLAUDE.md with the Orion KAIRO 17 reference (most current scar tissue version), an agreements/ folder with DEPLOYMENT.md and a teaser subfolder, and a strategy/ folder. No contracts/ or legal/ with MSA/SOW. The ULTRAPLAN.md acts as a partial launch checklist. No brand/ folder, no research/ (the Iron Cowboy brand is new, so no competitive research is captured), no site/ command center, no inbox/, no TUTORIAL.md. Next action: Create legal/ with an MSA and SOW-website-build.md using Orion legal templates. Create research/ and document the vehicle transport competitive landscape so future Claude sessions don’t start from zero.

Jess Cavassos

Priority: LOW The website is live and the project is relatively stable. CLAUDE.md is well-structured with full build history, stack details, and admin URL. Has credentials/. Missing everything else: no contracts/ (legal exposure since no signed agreement), no brand/, no sops/, no research/, no site/ command center, no inbox/, no TUTORIAL.md. The site itself is a Lovable build and fairly self-contained. The main risk is that there’s no signed engagement agreement. Next action: Create legal/ and draft a retroactive engagement agreement (simple 1-page) using Orion’s MSA as the template. Priority is low since the project is in maintenance mode.

LA Insurance

Priority: MEDIUM Active client with two locations and a significant website rebuild opportunity ($10K budget mentioned). Has a CLAUDE.md, ads/ with a campaign log, contracts/ folder (empty per the ls check), and credentials/. No MSA or SOW documented. No brand/, no sops/, no research/ (there’s useful TurboRater research embedded in CLAUDE.md but not in a dedicated folder), no site/ Command Center SPA, no inbox/, no TUTORIAL.md. The website rebuild proposal makes this higher priority for getting a proper legal scaffold in place before work starts. Next action: Create legal/ and draft an SOW for the website rebuild. Move TurboRater research notes into a dedicated research/turborater.md.

Kairo Strategic (ARCHIVED)

Status: TRANSITIONAL This folder is not fully archived. It still has active content (digital-products/, funnel/, skool/) and the CLAUDE.md contains a rebrand notice pointing to Orion AI Co. The folder should be treated as legacy documentation, not a live project. Has a status-dashboard.html which is the partial Command Center equivalent. Has contracts/ (empty) and credentials/. No TUTORIAL.md, no brand/, no sops/, no inbox/. Since this is transitioning to Orion AI Co, no new patterns should be applied here. The relevant history should be migrated via the existing ~/KAIRO/projects/orion-ai-co/clients/MIGRATION.md document. Next action: No new Orion patterns needed. Confirm Orion’s MIGRATION.md captures all relevant Kairo Strategic history, then treat this folder as read-only.

dogs-health

Priority: LOW Personal project, not a client. Has CLAUDE.md, TUTORIAL.md, inbox/, history/, and well-organized subfolders (insurance/, records/, meds/). The TUTORIAL.md is present. Missing a research/ folder for insurance comparison data (currently scattered in the CLAUDE.md inline) and no Command Center SPA. Brand/legal/sops/credentials are not applicable. Next action: Create research/ and move insurance comparison notes into research/insurance-options.md. Low urgency.

financial-audit

Priority: MEDIUM-LOW Personal project. Has CLAUDE.md, TUTORIAL.md, inbox/, credentials/, and subfolders (data/, reports/, plan/, ventures/). Solid structure. Missing a research/ folder (competitive income analysis, credit repair strategy docs) and a Command Center SPA to surface the financial dashboard without opening raw files. No scar tissue header in CLAUDE.md (the em-dash rule is present but the scar tissue block is absent). Next action: Add scar tissue reference to CLAUDE.md. Build a simple site/financial-dashboard.html that aggregates the reports/ output for quick mobile review. Medium urgency since the inbox is empty and the project is awaiting first data drop.

offer-lab

Priority: MEDIUM Active and feeding directly into Orion AI Co’s offer positioning. Has CLAUDE.md, TUTORIAL.md, inbox/, pipeline/, frameworks/, and offers/. The pipeline/ subfolder is an equivalent to Orion’s clients/pipeline/. Research is partially present via the training-data/ folder structure. No Command Center SPA, no credentials/ (the pipeline uses OpenAI API keys that presumably live in env or image-forge credentials). The offer pipeline should have a research/ folder for synthesized framework docs separate from raw training transcripts. Next action: Create research/ to hold synthesized framework docs (distinct from raw training-data). Low urgency until the Hormozi batch completes.

image-forge

Priority: MEDIUM Active and used across multiple clients. Has CLAUDE.md, credentials/, output/, prompts/, scripts/, skill/, and ref/. The TUTORIAL.md check showed no file but the CLAUDE.md references one in the folder layout section (possible stale documentation or the file was not created). Missing inbox/, no Command Center SPA, and no research/ folder for model comparison notes or prompt library versioning docs. Next action: Verify whether TUTORIAL.md actually exists or needs to be created. Create inbox/ as a drop zone for reference images and prompt inspirations. Medium priority since image-forge is actively used.

kairo-voice

Priority: LOW Has CLAUDE.md, TUTORIAL.md, TODO.md, and all core scripts. This is a well-documented tool project. Missing credentials/ (the OpenAI API key is presumably in an env variable), no inbox/, no Command Center SPA (a status page showing voice history/logs would be useful but not urgent). Brand/legal/sops are not applicable for a tool project. Next action: Add credentials/ folder with a KEYS.md template showing what env vars are required (not the actual keys). Low urgency.

cli-to-website

Priority: LOW Has CLAUDE.md and TUTORIAL.md. The project is a thin infrastructure wrapper (Python server + Cloudflare Tunnel). No credentials/ despite the Cloudflare Tunnel auth token needing a home. No inbox/. No Command Center SPA (ironic given the project’s purpose). Next action: Create credentials/ with a KEYS.md documenting the Cloudflare tunnel token location. Low urgency.

remote-kairo

Priority: LOW Has CLAUDE.md and REMOTE-SESSION-PROTOCOL.md but no TUTORIAL.md despite being registered in the Skool standard. Has permissions.json and setup-log.md as partial equivalents to a launch checklist. No credentials/ (the SSH keys and Tailscale config live at the system level, but a reference file would help future sessions). No inbox/ or Command Center SPA. Next action: Create TUTORIAL.md (the REMOTE-SESSION-PROTOCOL.md is the raw material). Create credentials/ with references to where SSH keys and Tailscale config live. Low urgency since this is a stable infrastructure project.

Replication Order Recommendation

FIRST: WashWorks Express

WashWorks is $1,500/month in recurring revenue across two active locations. It already has scattered HTML dashboard work, meaning Anthony is already generating session context that needs a home. Replicating Orion’s patterns here directly translates to better session continuity, faster client reviews, and reduced risk of losing context between sessions. The legal gap is also a real risk since the contracts/ folder is empty despite an active retainer relationship. ROI: highest cash protection + highest session efficiency gain.

SECOND: Roof Restoration Solutions (RRS)

RRS is the most documented client with the deepest CLAUDE.md, active ad campaigns, and market research already scattered across folders. The missing patterns here are organizational, not content-related. Moving existing research files into a research/ folder, adding an inbox/, and building a Command Center SPA would take minimal new content creation because the raw material exists. ROI: high because the work is mostly reorganization, not creation.

THIRD: LA Insurance (Brett Garcia)

LA Insurance has a significant website rebuild in the pipeline ($10K budget discussed). Before any build work starts, proper legal scaffolding (SOW + MSA) needs to exist. The TurboRater research is valuable and currently buried in the CLAUDE.md. Getting this folder into Orion-pattern shape before the website engagement kicks off protects Anthony legally and makes the project context cleaner. ROI: protective (prevents an undocumented $10K engagement) + positions the folder for active project work.

Bobby Moore is fourth. The Iron Cowboy build is active but the revenue relationship is newer and the legal risk lower given the existing video content relationship. Jess Cavassos is fifth, maintenance mode only.

Reusable Template Call-Outs

The following Orion files should be extracted into a templates library at ~/KAIRO/templates/skool-docs/ for copy-paste use on every new engagement:

1. ~/KAIRO/templates/skool-docs/CLIENT-CLAUDE.md — Built from RRS/WashWorks/Orion patterns. Standard headers: em-dash rule, scar tissue reference, Project Overview, Key People table, Products/Services, Active Tasks, Folder Layout, Activation Protocol, Cross-References. Every new client folder starts here.

2. ~/KAIRO/templates/skool-docs/CLIENT-TUTORIAL.md — Non-technical 10-module walkthrough template. Stubbed with standard sections (What This Project Is, Who the Client Is, What We’re Building, How to Use This Folder). Pulled from Orion TUTORIAL.md structure.

3. ~/KAIRO/templates/legal/MSA-template.md — Pulled directly from ~/KAIRO/projects/orion-ai-co/legal/MSA-template.md. Variables: {{CLIENT_NAME}}, {{AGENCY_NAME}}, {{DATE}}, {{GOVERNING_STATE}}. Used for every new engagement.

4. ~/KAIRO/templates/legal/SOW-website-build.md — Pulled from Orion’s SOW-implementation.md, adapted for website builds specifically. Variables: {{CLIENT}}, {{DELIVERABLES}}, {{TIMELINE}}, {{PAYMENT_SCHEDULE}}. Covers Bobby Moore, Jess Cavassos, and future builds.

5. ~/KAIRO/templates/sops/client-onboarding.md — Pulled from ~/KAIRO/projects/orion-ai-co/sops/onboarding-checklist.md. Checklist format. Every new client folder gets this populated on day one. Covers: credentials collected, social access granted, CLAUDE.md written, contracts signed, first deliverable dated.

6. ~/KAIRO/templates/sops/client-offboarding.md — Pulled from Orion’s offboarding-checklist.md. Ensures clean exits: access revoked, final deliverables documented, outstanding invoices noted, folder archived.

7. ~/KAIRO/templates/site/command-center.html — The Orion site/status-dashboard.html converted into a generic template with {{CLIENT_NAME}}, {{LOGO_PATH}}, {{KPI_1}} variables. Sidebar nav, KPI strip, workflow chart, next-session queue. Every client and major KAIRO project should have one. Drag into browser and it loads instantly.

8. ~/KAIRO/templates/project/CLAUDE.md — Tool/personal project variant (not client). Standard headers: em-dash rule, scar tissue reference, Mission, Folder Layout, File Inventory, Dependencies, Usage, Cross-References. Pulled from image-forge and financial-audit CLAUDE.md patterns.

Ultra Review (/ultrareview) — Setup Research

Prepared for: Anthony Ponce (GitHub: cosmic-dynasty) Date: April 22, 2026 Sources verified current as of: April 22, 2026

Executive Summary

• You can run /ultrareview right now. You are on Claude Code v2.1.112; the feature requires v2.1.86. You already qualify.
• Max plan = 3 free runs through May 5, 2026. After that, each review costs $5-$20 billed as extra usage.
• No GitHub App install is required for branch mode. PR mode (reviewing by PR number) just needs a github.com remote on the repo. No password, no token; your existing Claude.ai login handles everything.
• Findings land in your CLI session automatically. The review runs in the background; a notification appears when it finishes.
• Ultrathink is completely separate from Ultra Review. It is a local reasoning engine; no GitHub connection needed and nothing has changed in how it works.

Activation Sequence (Do This First)

1. Confirm your Claude.ai login is active. Open Claude Code in any project folder and run /login. If you are already logged in with your Claude.ai account (not API-key-only), it will tell you so. If not, it opens a browser tab, you click Allow, and you are done. No password needed if you are already signed into claude.ai in Chrome.

2. Navigate into any git repo. Ultra Review only works inside a folder that is a git repository. For Orion work, cd ~/KAIRO/projects/orion-ai-co is fine as long as it has a .git folder. If it does not, run git init first.

3. Run the command. Type /ultrareview and press Enter. Claude Code will show a confirmation dialog listing the file count, line count, your remaining free runs (3), and estimated cost ($0 for your free runs). Confirm to launch.

4. Optional: review a GitHub PR by number. If you have pushed a branch and opened a PR on GitHub, run /ultrareview <PR-number> (e.g., /ultrareview 42). This requires the repo to have a github.com remote configured, which any repo cloned from GitHub automatically has.

5. Check status with /tasks. The review takes 5-10 minutes in the background. Run /tasks at any point to see the progress or stop it. When it finishes, findings appear as a notification in your session. Each finding includes the file and line number and a plain-English explanation.

6. After your 3 free runs: enable extra usage if you want more. Run /extra-usage to check the setting. If it is off, Claude Code will block paid reviews and link you directly to your billing settings page. Toggle it on, and subsequent reviews bill at roughly $5-$20 each depending on how large the diff is.

Q&A: Full Detail

1. What exactly is /ultrareview?

Ultra Review is a research-preview slash command that spins up a fleet of reviewer agents on Anthropic’s cloud infrastructure. Unlike the local /review command (which is a single-pass review running in your session), /ultrareview dispatches multiple agents in parallel, each approaching the diff from a different angle. Every finding an agent surfaces is independently reproduced and verified by a second agent before it is returned to you. This means you get fewer false positives and more actionable bugs.

It was added in Claude Code v2.1.111 (April 16, 2026). Your installed version is 2.1.112, so you already have it.

Sources: Official docs — Find bugs with ultrareview, Claude Code changelog

2. Plan tier and cost

You are on Max. You have 3 free runs. They expire May 5, 2026, not May 5 next year. Use them before that date or they are gone. They do not reset monthly.

Extra usage is a separate billing toggle in your Claude.ai account settings. If it is off, paid reviews are blocked. Run /extra-usage inside Claude Code to check.

Source: Official docs — Pricing section

3. GitHub integration path

For branch mode (reviewing local uncommitted or staged changes against your default branch): no GitHub connection required at all. Claude Code bundles your local repo state and uploads it to a remote sandbox directly.

For PR mode (reviewing a specific GitHub pull request by number): the repo just needs a standard github.com remote. Any repo you cloned from GitHub already has this. Claude Code’s remote sandbox clones the PR directly from GitHub. There is no separate GitHub App installation required for PR mode on a personal repo.

For the automated Code Review feature (where Claude posts review comments directly on PRs automatically): that is a separate product requiring Team or Enterprise plan and a GitHub App installation. You do not need this for /ultrareview. Do not confuse the two.

Permissions the remote sandbox needs: when using PR mode, the sandbox reads your public PR via GitHub’s public API. For private repos in PR mode, the sandbox needs to be able to clone the repo. Based on current documentation, private repo access in PR mode relies on GitHub reading the PR through the standard GitHub remote; there is no separate OAuth grant or token prompt during the /ultrareview flow itself.

Does it work on repos you don’t own? Yes, as long as you are a contributor with read access and the repo has a github.com remote. The command just needs to be able to see the PR.

Sources: Official docs, GitHub integration guide, Search results confirming private repo support

4. OAuth vs. personal access token

Ultra Review uses your Claude.ai session login, not a GitHub PAT or GitHub App OAuth. The flow is:

1. You run /login in Claude Code
2. A browser tab opens to claude.ai
3. You approve access (one click if you are already logged in to Claude.ai in Chrome)
4. The CLI receives the token automatically

There is no password prompt, no GitHub password, no personal access token to generate. The only credential involved is your Claude.ai account, which you already have active. If you ever need to re-authenticate, it is the same one-click browser flow.

The separate /install-github-app command exists for a different purpose: setting up automated GitHub Actions-based code reviews that post comments on PRs. That is not needed for /ultrareview.

Sources: Claude Code auth flow documentation, allthings.how ultrareview guide

5. Ultrathink status check

Ultrathink is your existing KAIRO-installed slash command. It is a local multi-agent consensus engine (10 agents, same question, different reasoning lenses). It has no GitHub connection and no dependency on your Claude.ai login status. Nothing in the April 2026 Claude Code releases has changed how Ultrathink operates. It is a KAIRO-local skill, not a Claude Code built-in.

The two commands do not overlap. Use /ultrareview before merging code. Use /ultrathink for strategic questions, architectural decisions, and research synthesis.

6. What does this cost Anthony?

For your first 3 reviews: $0. Your Max plan includes the free trial.

After 3 runs (or after May 5, 2026, whichever comes first): $5-$20 per review, billed as extra usage. The cost scales with the size of the diff. A small feature branch (50-100 lines changed) will be on the low end. A large refactor across many files will push toward $20.

Given you are running client projects and Orion builds where bugs in auth flows or data handling could cost real-world damage, $5-$20 pre-merge insurance is reasonable. You have 3 free ones to test the value before deciding.

7. Concrete Orion use case

You are building the Orion AI Co SPA or a client site (Mow-N-Go, Bobby Moore’s Iron Cowboy Logistics form). Before you merge a pull request that touches the lead capture form, quote calculator, or any Supabase data-write logic, run:

/ultrareview <PR-number>

While the review runs (5-10 minutes), keep working in the session. When it finishes, Claude Code shows verified findings like: “Line 42 in ContactForm.jsx — user-supplied input passed directly to Supabase query without sanitization. Reproduced in sandbox. See fix suggestion below.” You can then ask Claude to fix it inline.

This is exactly the kind of pre-merge gate that catches injection risks, broken auth redirects, or data exposure bugs before a real user (or a client’s customer) hits them.

What Requires the Browser vs. What Is CLI-Only

Version Check

Your installed version: v2.1.112 Minimum required: v2.1.86 Status: You are good. No update needed.

To update in the future: npm update -g @anthropic-ai/claude-code (or use the native installer if you switched to it).

Research compiled from Anthropic official docs and third-party verified sources. All pricing and availability as of April 22, 2026. The free run expiry (May 5, 2026) is a hard cutoff.

Voice Briefings

Every MP3 Orion has ever sent you. Most recent on top. Each card shows when it was made, how long it runs, and what it covers. Tap play, leave the tab open, keep reading the related docs. Audio keeps playing when you switch apps.

Memory Review

Every memory file in your KAIRO brain, abbreviated. Tap a card to mark Keep / Compress / Archive. Selections live in your browser only — at the bottom, copy them into your next message to Claude. Nothing gets touched without your explicit go-ahead.

Index status: MEMORY.md is at 107 memory files indexed in 356 lines (limit 200). Compressing index entries to one-liners frees the index without losing content.

No selections yet. Tap any card to mark Keep, Compress, or Archive.

Historic Dashboards & Backups

41 HTML artifacts from past KAIRO sessions, all on disk in ~/KAIRO/skool/output/. Previously published via ngrok (now retired). Plan: migrate the still-relevant ones to Cloudflare Pages and consolidate into a single Command Center.

Top consolidation candidates

• Command centers: kairo-strategic-command-center, orion-strategic-command-center, ai-for-old-folks-command-center, content-command-center
• War room / dashboards: war-room-dashboard, war-room-kickoff, cloud-export-dashboard, content-vault-dashboard
• Research artifacts (still useful): thaddeusai-intelligence-report, mobile-claude-master-plan, financial-stance-summary, pet-insurance-corpus-christi
• Client deliverables: la-insurance-proposal, rrs-ad-storm-season, rrs-ad-the-secret, rrs-ad-the-math
• Concept docs: eaic-launch-kit, eaic-operator-concept, ai-for-old-folks-concept, claude-code-design-tools-roadmap