Proof of capability

Build Roadmap

Two views shipped in 24 hours. Here is what Mike and I can build next — and why each piece matters for Legacy IT.

Fractional COO-as-a-Service

$5,000/month for a team that runs Legacy IT while you step back.

Not a tool you log into. Not another subscription you manage. Sean and Mike running your book of business every day — six AI agents handling the repetitive work, two humans making the judgment calls, one Friday report on your desk.

specialized agents running 24/7

2 operators

Sean + Mike, in the loop

$5K/mo

Fixed price, no per-seat fees

PHASE 01

Delivered — Phase 1

Weeks 1–2 · live today

Live

Ticket Command Center
Every ticket in one place — triage, assign, SLA at a glance.
Client Health Dashboard
MRR, renewals, and at-risk accounts surfaced daily.
CRM Operations Console
Lead-to-referral pipeline — the cockpit we fly for you.
6 specialized agents running 24/7
Intake, follow-up, client success, referrals, renewals, revenue — no sleep, no missed touchpoints.
Weekly Ops Report
One Friday page — tickets, revenue, risks, next week.

PHASE 02

Integrations — Weeks 3–5

May 5 → May 23, 2026

Next up

Sync with your existing ticketing system
Agents read/write your current tool — we augment, not replace.
Microsoft 365 / Teams integration
Calendars, email threads, Teams channels tied into the CRM.
QuickBooks billing sync
Invoices generated from ticket time and contract terms.
Client-facing self-service portal
Clients open tickets + see status themselves — phone volume down.

PHASE 03

Custom Intelligence — Month 2

May 24 → Jun 24, 2026

On deck

Agents trained on Legacy IT workflows
Tone, escalation patterns, vendor nuance — learned from your data.
Voice AI receptionist
After-hours calls answered, triaged, and routed in your voice.
Automated new-client onboarding
Discovery → stack install → MFA rollout on a repeatable template.
Technician dispatch & capacity
Who is overloaded now? Who is free tomorrow? Visible live.

PHASE 04

Full Autonomy — Month 3+

Jun 25, 2026 — onward

Vision

Travis fully stepped back
Sean + Mike operating end-to-end. You make decisions when you want to, not because you have to.
White-labeled client app
Legacy IT-branded app on your clients' phones. Reinforces the brand, reduces inbound calls, raises perceived value.
Predictive revenue modeling
Churn, upsell, pipeline win-rate — modeled from your history. We spot problems before they become problems.
Business valuation dashboard
Know what Legacy IT is worth at any moment. Optionality for you — keep collecting, scale, or sell whenever you want.