# Project: DFW Market Launch — First Retainer Client

**Status:** ACTIVE — execution imminent (provisioning 2026-03-03)
**Owner:** Clayton + Rick + Rene
**Goal:** First retainer client signed within 30 days. 2 retainers at $3K/mo = $6K/mo recurring.
**Last updated:** 2026-03-02

## Context
Runway is limited. No consistent income yet. Retainer clients are the only priority.
~800 leads in Supabase (primarily roofers). 1,000 Crustdata credits available.
Full automation pipeline built — from cold lead to Clayton on Google Meet.

## The Funnel (Built)
Raw leads → Crustdata enrichment → Score/segment → Outreach sequence → Calendly booking → Rene dossier → Clayton on Meet → Intake → Build → Testimonial

## Milestones
- [x] Capabilities deck updated (DFW positioning, correct pricing, beta pilot framing)
- [x] Call template built (`docs/call-template.md`)
- [x] Prospect dossier template built (`docs/prospect-dossier-template.md`)
- [x] Outreach sequences written — roofers, HVAC, dental, LinkedIn, SMS (`docs/outreach-sequences.md`)
- [x] First client plan documented (`ops/first-client-plan.md`)
- [ ] Telnyx provisioned (SMS outreach) — Clayton 2026-03-03
- [ ] SerpAPI provisioned (prospect research) — Clayton 2026-03-03
- [ ] Serper provisioned (Google Maps lead scraping) — Clayton 2026-03-03
- [ ] OpenRouter credits funded — Clayton 2026-03-03
- [ ] Calendly link confirmed live
- [ ] Crustdata enrichment run on top 200 leads (Rick)
- [ ] Email outreach sequence launched (Rick)
- [ ] Lead scope broadened: HVAC, dental, plumbing, landscaping, PI lawyers (Rene)
- [ ] First call booked
- [ ] First beta pilot or retainer signed

## Pricing (Live on Site)
- Beta Pilot: $500 setup OR pay-on-value (entry point)
- Starter: $5K one-time
- Growth: $3K/mo retainer (TARGET)
- Premium: Custom

## Lead Database
- Source: Supabase DB
- Current: ~800 leads, primarily DFW roofers
- Next: broaden to HVAC, dental, plumbing, landscaping, PI lawyers via Google Maps (Serper)

## Crustdata Budget (1,000 credits)
- 400 company enrichments (~400 credits at $0.025/ea)
- 200 decision-maker contacts (~600 credits at $0.075/ea)
- Priority: roofers with website but no email → new HVAC leads → new dental leads

## Pending Clayton Input
- Calendly link active? (calendly.com/clayton-leadspanther/intro-call)
- Sending domain for email (clayton@leadspanther.com or warm subdomain?)
- Telnyx DFW area code preference (214 or 972)
- Outreach volume comfort (20/day conservative vs. higher)

## Key Files
- `ops/first-client-plan.md` — Master execution plan
- `docs/call-template.md` — Google Meet call structure
- `docs/prospect-dossier-template.md` — Auto-research format for Rene
- `docs/outreach-sequences.md` — Email, LinkedIn, SMS sequences
- `docs/dfw-market-plan.md` — Market plan and verticals
- `docs/service-offering.md` — Service tiers and pricing
- `leadspanther-site/content/decks/capabilities.json` — Updated deck