Sammy Shawi — Voice ERP / Viki

Status: prospect (existing collaboration → upgrade target) Stage: unpaid working partnership running ad-creative + paid-ads + landing-page support since ~2026-02. Goal: convert to paid retainer at $3K–$5K/mo for booked-call generation. Decision maker: Sammy Shawi sammy@voiceerp.com · phone +1 440 317 0020 · iMessage sammyshawi@voiceerp.com MRR / deal size: target $3K–$5K/mo (booked-call retainer) Started: 2026-02-10 (first FB campaign launched on his account) Last touched: 2026-04-15 (CRM enrichment activity in his tenant)

Profile

Sammy is CEO/Founder of Phoenicia Labs, Inc. — building Viki, the first voice-activated AI dispatcher for Amazon DSP (Delivery Service Partner) companies. Product handles driver scheduling, callout coverage, Netradyne coaching, payroll, compliance — all by voice. He has a working product, sales calls happening (Fathom-recorded), a $12/driver Partnership pricing model with a 60-day free trial, and is currently spending real money on Meta ads. He's a high-fit upgrade candidate because we already have full operational access (FB ads, Apollo, AgentMail, BlueBubbles, Mac Mini, calculator embed) and have been doing the work for free.

What we're doing for them (today, unpaid)

• Meta ads — running 4 campaigns from act_1926625601597617 ($4,236 spent lifetime, $1,930 last 30d, 67 leads lifetime). Active: Phase 3 Funnel A/B Test + Phase 4 Timecard Fraud Lead Gen. Paused: Phase 1 Engagement, Phase 2 Lead Gen.
• Ad creative — 5 static creatives shipped (businesses/voice-erp/website/ad-creatives/version-{1-5}.png), 6 ad-copy variations across 3 angles (5AM callout, ROI, dispatcher cost) at businesses/voice-erp/ads/ad-copy-variations.md.
• Landing page — voice-erp-viki deployed on Vercel from /home/cynthia/voice-erp-viki/ + custom calculator embed at app.cynthiaconcierge.com/embeds/voiceerp-calculator.html.
• CRM + lead handling — Sammy's CRM is on the Cynthia platform (GHL removed 2026-04-03). Inbound leads route through Cynthia, AI does enrichment + routing. Calendly link calendly.com/sammy-voiceerp/intro-with-sam is the booked-call sink.
• Outbound email — AgentMail inbox sammy@mail.getvoiceerp.com (custom domain, verified), wired to stream:outbound:email.
• Apollo prospecting — Sammy is enriching a list of DSP owner/operator contacts in his own Apollo account (sammy@voiceerp.com, key in ~/users/user_14403170020/credentials/apollo.env). API key not validating from our side as of 2026-04-29 — confirm scope with him.
• Ninja prospect list (3,142 US DSPs) — Warehouse Ninja → Apollo → FMCSA pipeline, shipped 2026-04-15. Public page at app.cynthiaconcierge.com/leads/voiceerp-ninja-leads.html. Raw + analysis at data/ninja-list/ + notes/ninja-list-analysis.md. Today: 12 Tier A, 107 Tier B, 16% fully Apollo-enriched, 14% FMCSA-verified.
• Sales-call analysis — analyzed Fathom recordings to extract demo patterns (businesses/voice-erp/strategy/demo-lessons-from-viki.md).

North star for this engagement

Booked demo calls on Sammy's calendar, at a CPL low enough that the per-driver Partnership unit economics work. Today: $4,236 spent → 67 reported leads (mix of pixel + Meta lead-form) → unknown number of booked calls. Goal once paid: predictable weekly volume of qualified DSP-owner demos.

Why we should pitch $3K–$5K/mo

• We already do all the work — paid ads, creative, landing page, CRM, AgentMail outbound, Apollo enrichment. Putting a retainer on it formalizes what's already happening.
• His unit economics support it: $12/driver × ~30-50 drivers/DSP = $360–$600/mo per logo. One booked call → one closed DSP pays for the retainer in month 1.
• We have the full attribution chain: ad → landing page → calculator → Calendly → CRM. We can show ROI weekly.
• 60-day free trial + Partnership Program structure means each booked call is high-value to him (he's not selling against price).

Context links

• User workspace (the source of truth for live work): ~/users/user_14403170020/
• FB Ad account: act_1926625601597617 (voiceERP, USD, LA timezone) — accessed via Nango +12166447650 / facebook connection
• FB Pixel: 1432471141994433
• Lookalike Audience: 120241446527530167
• Apollo: sammy@voiceerp.com account, key at ~/users/user_14403170020/credentials/apollo.env
• AgentMail inbox: sammy@mail.getvoiceerp.com
• Calendar: calendly.com/sammy-voiceerp/intro-with-sam
• Landing page source: ~/voice-erp-viki/ + Vercel project prj_UeW3k27Hyo06krRBNnhw6u00QaOT
• Mac Mini: Parsec login sammyshawi@voiceerp.com (creds in mac-mini.env)
• BlueBubbles: Sammy's own ngrok'd instance, iMessage sammyshawi@voiceerp.com
• Analysis page (LIVE 2026-04-29): https://analysis.cynthiaconcierge.com/sammy-shawi
• Ninja prospect page (live): https://app.cynthiaconcierge.com/leads/voiceerp-ninja-leads.html (served from ~/public/voiceerp-ninja-leads.html)
• Vault root: ~/vault/clients/sammy-shawi/

Open threads

• Pitch the retainer. Build the analysis page (this folder's analyses/), walk Sammy through it, ask for $3K–$5K/mo to keep the lights on + scale.
• Provision Sammy's Reach tenant (B2B-mode). Plan at notes/reach-tenant-setup-plan.md. Bulk-loads the 3,142 ninja list, enriches the unenriched ~2,628, expands TAM to ~5,000 DSPs (full US universe).
• Anchor cohort completeness — we know Ultra Care Logistics. Need 3-5 more closed-wons from Sammy to compute a stable DSP fingerprint.
• Validate Apollo key scope — current key returns "Invalid access credentials" on /contacts/search and /labels. Either it's a master-API-key permission issue or the key was rotated. Ask Sammy.
• Pixel-lead reconciliation — 46 Meta lead-form fills + 21 onsite web leads = 67 lifetime "leads" reported by Meta, but how many became booked calls on Calendly? Need to cross-reference CRM stages.
• Phase 4 (Timecard Fraud) is bleeding — $731 spent, 7 leads, $6.09 CPC, 1.6% CTR vs Phase 3's 2.6% CTR / $2.13 CPC. Timecard angle isn't pulling. Decide: kill, iterate creative, or re-target.
• Account Page Engagement is suspiciously high (105,975 lifetime page-engagement actions on 306,199 impressions) — likely some campaigns optimized for engagement (Phase 1) inflated this. Check we're not paying for vanity engagement on the active campaigns.
• Ninja-page numbers don't match source CSV — the 2026-04-15 published HTML reports "32 Tier A + 203 Tier B" while final.csv shows 12 + 107. Regenerate the public page from final.csv so quoted numbers match what's actually in the data.
• Apollo enrichment quality — some "Tier A" companies show DM employer websites instead of DSP websites (RCNL → novusglass, Rudgear → getspiffy). Re-run with company-domain-priority on next pass.

How they like to communicate

• Channel: iMessage primarily (BlueBubbles direct), email for longer-form
• Cadence: Sammy is hands-on but busy — short concrete updates with numbers beat narrative
• Style: numbers-first (per the 2026-04-07 Nicole/Sammy email exchange — "bookings board first" is the explicit framing he wants)
• Avoid: theory-heavy explanations, long process docs without metrics