wiki/clients/current/aviary/2026-01-05-blitz-project-kickoff.md · 594 words · 2026-04-05
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
| Period |
Monthly Retainer |
| Months 1–2 (Blitz) |
$8,500/mo |
| Months 3–6 |
$5,000/mo |
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
| Role |
Person |
Notes |
| Lead / Strategy / Ads |
Mark |
Primary client relationship; HubSpot training for team |
| HubSpot |
Sebastian |
Senior HubSpot resource on account |
| HubSpot (developing) |
Paul |
Learning on the job; Mark mentoring |
| Webflow Development |
Eshock |
Best available web developer; learning Webflow |
| Landing Pages / Website support |
Melissa |
Shared role; primary lead on [2] |
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."