Workflow Tracker
Weekly execution · Living checklist
← Back to site
Operational kickoff
2026-05-19
Immediate goal
Commercial, technical and voice infrastructure ready for real pilot.
Executive status
Musk Insurance already has the foundational assets in place: business plan, pitch deck, brand, logo, design system, domain and landing site, plus initial Instagram presence. Next stage closes social presence, core infrastructure accounts, voice/messaging stack selection, and real latency/cost measurement before the pilot.
0
Done
0
Pending
0
Total
0%
Progress
$0
Spent

Done today

0 / 0
Business Plan created
Pitch Deck created
Domain purchased on Cloudflare
Web landing live (Cloudflare Pages)
Pitch deck password-protected
Instagram account created
Brand defined
Logo defined
Design system built

Public presence & accounts

0 / 0
HighCreate X / Twitter account
Outcome: handle reserved, bio, logo, link to landing.
Pending
MediumCreate Facebook page
Outcome: company page, logo, description, link to landing.
Pending
HighCreate LinkedIn Company Page
Outcome: company page, brief pitch, logo, cover, public URL.
Pending
MediumCreate TikTok
Outcome: handle reserved, consistent branding.
Pending

Core infrastructure

0 / 0
Open Fly.io account
Use: voice runtime / workers in Brazil region (GRU São Paulo), latency tests. Decision pending: Fly.io as main runtime or only benchmark against Vercel.
Decision
Open Supabase account
Use: operational CRM, leads, conversations, audit, multi-tenant future, RLS per partner/brokerage. First tables: leads, contacts, conversations, calls, policies, consents, quotes, tasks, audit_events.
Pending
Open Inngest account
Use: agent orchestration, retries, lead lifecycle, callbacks, compliance jobs, post-call processing.
Pending
Choose WhatsApp provider: 360dialog vs Twilio
Use: WhatsApp Business API, templates, inbound/outbound, opt-in, webhook. Decision pending: cost, approval, SLA, BR numbers, integration ease.
Decision

Voice stack benchmark

0 / 0

Goal: measure real data on Vapi vs Retell vs GPT-Realtime + ElevenLabs using Brazilian voices already approved by Fernando.

Prepare standard test script in PT-BR
Must include greeting, qualification, objection, brief life insurance explanation, close and human transfer.
Pending
Prepare evaluation matrix
Metrics: perceived latency, turn-taking, naturalness, interruptions, ASR error rate, cost/min, webhook ease, recording, analytics, queue, compliance archive.
Pending
Test Vapi
Measure: latency, total cost/min, PT-BR quality, built-in tools, recording, analytics, queue.
Pending
Test Retell
Measure: latency, total cost/min, PT-BR quality, built-in tools, recording, analytics, queue.
Pending
Test GPT-Realtime + ElevenLabs
Measure: end-to-end latency, cost LLM + TTS + STT, technical control, BR voice quality, effort for analytics/call recording/queue.
Pending
Compare costs across 3 scenarios
1: pilot 100 calls/day · 2: target 60 effective conversations/day, 720 min/day · 3: scale 5x, 3,600 min/day.
Pending
Choose pilot stack
Criteria: not the cheapest; best balance of latency, quality, compliance, recording, integration and cost.
Decision

Analytics, recording & queue

0 / 0
Decide built-in vs custom module
Analytics / call recording / queue can be custom-built, but Vapi/Retell ship built-in parts.
Decision
Call recording schema
Requirements: consent, signed URL, encrypted storage, retention, QA replay, transcript linked to lead.
Pending
Operational queue
Priority by lead score, schedule, retry policy, human agent, lead status.
Pending
Minimum analytics
KPIs: first response, connect rate, effective conversation rate, close rate, objection tags, compliance flags, cost/call, cost/policy.
Pending

Legal / compliance / risk

0 / 0
Validate public use of "Musk Insurance" brand
Risk: trademark / brand confusion. Action: trademark, domain, social handles search and naming alternative if needed.
Decision
Validate legal structure: AI vendor, registered brokerage or partnership with insurer
Outcome: legal pilot path without carrying insurance risk ourselves.
Pending
LGPD checklist
Consent, legal basis, sensitive data, recordings, retention, human review right.
Pending
SUSEP / brokerage / insurer checklist
Approved scripts, disclosure, exclusions, IPID, quote, issuance, registry, audit.
Pending

Pilot product

0 / 0
Define exact initial product
Simple individual life, funeral, credit-life, personal accident, or combination.
Decision
Receive price / commission / chargeback table from insurer
Confirm: R$200 average premium, R$300 first-month commission, R$44 trail.
Waiting
Define eligibility criteria
Age, health, occupation, residence, payment method, beneficiaries.
Pending
Define cases that go to human
Complex health, fraud, sensitive objection, contractual doubt, cancellation, claim.
Pending

Commercial / deal

0 / 0
One-pager for insurer
Pending
Editable financial model
Pending
Critical contract clauses
Exclusivity / non-circumvention · minimum leads or media budget · trail protected post-termination · chargeback defined · aggregated data/model rights.
Pending
10-minute pitch
Problem, solution, unit economics, pilot, compliance, concrete ask.
Pending

Expenses

0 entries · $0.00 total
$0.00
Total to date
$0.00
Today
0
Unique vendors
Date Vendor / Item Amount

Next sprint suggested

Sprint 1
Close accounts & presence
Create X
Create LinkedIn Company Page
Create Facebook
Create TikTok
Open Fly.io
Open Supabase
Open Inngest
Decide 360dialog vs Twilio
Sprint 2
Voice benchmark
Write PT-BR call script
Build measurement table
Test Vapi
Test Retell
Test GPT-Realtime + ElevenLabs
Pick pilot provider
Sprint 3
Operational base
Create Supabase schema
Build WhatsApp webhooks
Build Inngest orchestration
Build calls/transcripts collector
Build minimal dashboard (leads/calls/conversion)

Open questions

?Does "Musk Insurance" go public, or stay as codename?
?Is the first pilot with an already-defined insurer, or do we sell the pilot first?
?Who pays CAC during the pilot: Musk, insurer, or split?
?Do we have final product and commission table in writing?
?First paid channel: Meta Ads, Google, referrals, or insurer's own base?
Execution rule
Done · completed and verified
Waiting · blocked
Decision · choose between alternatives
Kill · not worth continuing
State auto-saved on this device (localStorage).