Aviary AI Blitz Project — Kickoff & Scope

Overview

Aviary AI is a Silicon Valley-backed startup (Y Combinator alumni) providing outbound AI voice agents for banks, credit unions, and insurance providers. Mark signed a 6-month engagement beginning January 5, 2026, structured as a high-intensity "Blitz" for the first two months followed by a sustained execution phase.

Client contact: Aaron Grossman (Austin, TX); CEO based in Chicago.
Website platform: Webflow

See also: ^[1]

Contract Terms

Scope of Work

Months 1–2: The Blitz

Deliverables are front-loaded and fast-paced. Week one alone requires:

• HubSpot audit and architecture design
• Lead scoring model development
• Multi-funnel pipeline structure — ABM, inbound, paid, events
• Website conversion audit (Webflow site)
• Competitive keyword and positioning analysis

Starting week two:

• HubSpot configuration and automation
• Landing page development
• Podcast (component TBD)
• Paid media launch

Months 3–6: Sustained Execution

• Ongoing HubSpot management
• Continued landing page iteration
• Paid media optimization

Team Assignments

Key staffing decision: Chris was considered for a contract HubSpot role but the team decided against rehiring him. Paul will develop HubSpot skills on this engagement with direct mentorship from Mark and Sebastian. See ^[3].

Key Decisions

• Do not rehire Chris for HubSpot work; invest in Paul's development instead, preserving margin and building internal capability.
• Eshock assigned to Webflow — identified as the strongest web developer available; will ramp up on Webflow platform.
• Mark is primary lead on Aviary; Melissa floats in for landing pages and website coordination while leading Paper Tube.
• Kickoff call to be scheduled for the week of January 5 (not the internal team meeting on the 5th itself — client call to follow).

Action Items

• [ ] Mark: Notify team of Aviary staffing assignments — Sebastian, Paul, Eshock
• [ ] Mark: Schedule Aviary AI client kickoff call for week of Jan 5
• [ ] Melissa: Create shared drive for Aviary AI and grant team access
• [ ] Mark/Sebastian: Begin HubSpot audit prep ahead of Jan 5 kickoff

Context & Notes

• Aviary's founders are described as "big shots" — Y Combinator background, private equity-backed, fast-moving. Expectations for pace and quality are high.
• The Webflow site is not moving platforms; a developer needs to learn Webflow in place.
• The engagement was framed internally as making up a significant portion of revenue lost from recent client churn.
• Paul self-reported readiness to move from study to hands-on HubSpot work: "I don't know how much more I can study. I feel like now I just need to do and experiment."

Related

• ^[4]
• ^[5]
• ^[6]
• ^[7]
• ^[8]
• ^[3]