Managed AI Deployment — Proposal
Your own AI team.
Built for solar.
Working 24/7 for V3 Electric.
Six dedicated agents. Configured for V3 Electric's exact workflows. Managed end-to-end by VeloXP. No new software. No babysitting.
The Situation
V3 Electric is scaling.
The bottleneck is bandwidth.
Founded in 2014. 5x consecutive Top Solar Contractor. ~500 employees, expanding into Texas (Grand Prairie/DFW). As you scale into new markets, your AI workforce handles coordination complexity automatically.
~500
Employees across CA and TX — coordination at scale requires automation
5×
Named Top Solar Contractor consecutively — the bar for operations keeps rising
24/7
What VeloXP agents do — while your team focuses on what only humans can do
More bids need follow-up. More permits need tracking. More installs need to stay on schedule. VeloXP deploys a dedicated AI team on a server we own, host, and manage. Hardware is included in your service — you lease it, we run it, you never touch it. Your team works with them through Telegram or email — nothing new to learn.
Your AI Workforce
10 agents. Finalized in onboarding.
These are the core roles.
Final roster determined during the AI Readiness Interview with Josh, Kacey, and key department leads. Every agent is configured to V3 Electric's actual workflows — not generic templates.
⚡
Executive Agent (Jarvis)
Chief of Staff — PhD Level
Full-Business Intelligence + Daily Briefing
Reads all data — Salesforce pipeline, NetSuite accounting, DOMO reports. Morning briefings, late-night strategy, proactive escalations. The one agent Josh talks to directly about everything.
→ Paired with: Josh (primary)
📊
Controller Agent
Financial Intelligence — PhD Level
NetSuite + Tax Credit Accounting Intelligence
Trained on V3's complex solar accounting: federal tax credit monetization, project tranching, monthly closeouts. Surfaces what even 10-year veterans miss. CFO-level synthesis, always available. Read-only to start — write access with human QA loop.
→ Paired with: CFO / Controller
🤝
Account Manager Agent
Pipeline Admin + Client Follow-Through
CRM Admin, Pipeline Tracking, Client Comms
Handles the administrative weight that AMs typically drop. Tracks every open project and deal, drafts follow-ups, flags overdue items, supports sales reps at any hour. Never lets a bid or client touch-point fall through.
→ Paired with: Sales team / AMs
📋
Project Manager Agent
Department Orchestration
Task Routing, Status Tracking, Escalation
3 people doing what 30 did. Routes tasks across departments, monitors project milestones, catches delays before they cascade, delivers status updates without anyone having to ask.
→ Paired with: Ops / Department leads
💻
Developer Agent
Engineering Productivity — 10x
Code Execution, QA Loops, Salesforce Dev
Paired with V3's engineering team. Executes code, runs QA loops, assists with Salesforce customization and external builds. Developers oversee deployments — agents handle the execution volume.
→ Paired with: Engineering team / Kacey
☀️
Solar Ops Agent
Operations & Compliance
Permits, Inspections, NEM 3.0, Scheduling
Permit timelines, utility interconnection tracking, NEM 3.0 compliance, inspection scheduling. Proactively flags anything that will delay a job before the delay happens.
→ Paired with: Operations lead
📣
Growth Agent
Sales & Marketing Execution
Bid Follow-Up, Reviews, Lead Qualification
Follows up on every open bid. Requests reviews post-install. Qualifies inbound leads and referrals. Drafts campaigns for approval. Nothing sends without a human sign-off.
→ Paired with: Sales Manager
👁
Observer Agent
Quality Assurance
Monitors All Agents, Catches Errors
Silent monitor across the entire workforce. Flags drift, quality issues, and anomalies to Jarvis before they surface. Weekly health report. Never client-facing.
→ Reports to: Jarvis only
Note: Roles 9 and 10 are finalized during the AI Readiness Interview. Common additions: Customer Service Agent, Estimating Agent, HR Agent, Research/Intelligence Agent. Every agent is scoped to V3 Electric's actual workflows — no generic configurations.
Command Center
Mission Control — Your Command Center
Every action your AI workforce takes is visible, logged, and auditable in real time.
Real-Time Task Board
See what every agent is working on at any moment. Same board your agents see. No black boxes, no guessing — full transparency into every active task across your AI workforce.
Activity Log
Every agent action is timestamped and logged. Full audit trail, nothing invisible. Search any action from any agent going back to day one of your deployment.
Deliverable Tracking
Every output is attached to the task that produced it. Find anything in seconds. Report, analysis, follow-up sequence — every deliverable is organized and searchable.
Weekly Flywheel Reports
Auto-generated every Monday. What moved, what didn't, top 3 priorities for the week. Delivered to Josh before the first meeting. No prep required.
Security Architecture
Your data stays isolated.
We handle everything else.
Every component of the V3 Electric deployment is isolated. Dedicated hardware, dedicated database, dedicated memory. No shared infrastructure with any other client.
🖥
Dedicated Hardware — Owned by VeloXP, Leased by V3 Electric
Your agents run on a dedicated server owned and managed by VeloXP. Hardware is included in your monthly service. No shared cloud, no other company's data on the same machine. Zero maintenance overhead for your team — we handle everything.
🔐
Encrypted Tunnel — Zero-Trust Remote Access
VeloXP manages your system via Tailscale — encrypted peer-to-peer. No open ports. Access is logged and revocable instantly.
🗄
Isolated Database — V3 Electric Only
Your operational data lives in a dedicated database. Not shared with any other VeloXP client. Exportable anytime.
🧠
Dedicated Memory Container — Your Intelligence Vault
All agent memory — every document, decision, workflow pattern — stored in a V3 Electric-only container. Yours. Never shared.
🔑
Credential Vault — Per-Client Secret Isolation
ServiceTitan credentials, API keys, email tokens stored in a V3 Electric-only vault. Zero shared secrets with any other deployment.
🛡
Governance Lock — Permission-Controlled Agents
Agents cannot install new skills, create agents, or change configuration without VeloXP approval. Your system stays exactly as designed.
The Competitive Moat
Gets smarter every month.
That gap is impossible to close.
Every interaction, decision, and workflow pattern is captured in V3 Electric's dedicated Supermemory container. By month 6, your agents know V3 Electric better than any recently hired employee.
MO 1
Knows your workflows
Permit process, bid stages, ServiceTitan layout, team structure
MO 3
Knows your patterns
Top customers, winning bid structures, common permit delays by county
MO 6
Predicts outcomes
Which jobs delay, which customers refer, which channels drive ROI
MO 12
Irreplaceable asset
Institutional intelligence no competitor can replicate from scratch
🏆
Industry Benchmarks
VeloXP aggregates anonymized patterns across all solar clients. V3 Electric benefits from collective intelligence — what's working across the industry.
🚀
Switching Cost = Competitive Moat
A competitor who hires a new ops manager starts from zero. Your AI team already knows every permit workflow and customer relationship.
📦
Yours to Keep
All intelligence is exportable. If you ever leave, you take your data. The institutional knowledge belongs to V3 Electric, not VeloXP.
Team Access
Unlimited seats.
Each person paired with their agent.
No one talks to all ten agents. Each team member gets one relationship — the agent in their lane. The Controller handles your CFO. The Account Manager agent handles your AMs. Jarvis handles Josh.
👤
Josh — CEO
Paired with Jarvis (Executive Agent)
Morning briefings, exception alerts, strategic decisions. Everything routes through Jarvis so Josh is never flooded. One conversation, one place.
👤
CFO / Controller
Paired with Controller Agent
NetSuite synthesis, federal tax credit tracking, project close-outs. The financial layer your team has never had — available any time, always current.
👤
Sales Team / AMs
Paired with Account Manager Agent
Every open bid tracked, every follow-up drafted, every client touch-point covered at any hour. AMs approve what goes out. Nothing falls through.
👤
Operations / Department Leads
Paired with Project Manager Agent
Real-time permit status, inspection schedules, change order alerts, cross-department task routing. Leads stop chasing status and start acting on it.
👤
Engineering Team
Paired with Developer Agent
10x output on Salesforce development, custom builds, and QA loops. Engineers review and approve deployments. The agent handles volume.
➕
Additional Seats — Unlimited
Included in Enterprise base plan
Every V3 employee can have a seat. Office managers, estimators, marketing leads — any role pairs with the agent in their lane. No per-seat cap.
Standard Skills
Out of the box. Day one.
Every agent ships with a proven skill set — live from week one, no setup required. These are the standard capabilities included in every deployment. Custom skills for your specific workflows are scoped and built during onboarding.
- Morning briefings
- Meeting prep + action item capture
- Email triage + draft responses
- Task routing across teams
- Calendar management
- Exception escalation
- Commitment tracking
- Follow-up reminders
- Financial data Q&A
- Report summarization
- Monthly close-out digests
- Variance flagging
- Cash flow snapshots
- Read-only data access to start
- Write access with human approval loop
- CRM activity logging
- Pipeline status reports
- Follow-up draft generation
- Client touch-point scheduling
- Overdue task alerts
- 24/7 availability for reps
- Nothing sends without approval
- Task routing across departments
- Milestone tracking
- Delay detection + escalation
- Automated status reports
- Change order alerts
- Cross-team coordination
- Code generation + review
- QA loop execution
- Automation workflow builds
- API integration scripting
- Internal tool development
- Documentation generation
- Engineers approve all deployments
- Operations milestone monitoring
- Compliance tracking
- Bid follow-up sequences
- Review request automation
- Lead qualification drafts
- Agent health monitoring
- Weekly performance summary
Investment
Built to scale. Starting April 6.
Enterprise for V3. Growth if you want to start smaller and move up.
RECOMMENDED FOR V3
Enterprise
$10,000/mo
$15,000 implementation fee (includes first month) · $10k/mo after
- ✓ 10 agents base — scale on demand at $500/mo each
- ✓ Unlimited users + departments
- ✓ Salesforce + NetSuite + DOMO + AWS deep integration
- ✓ PhD executive agent with full data access
- ✓ Account manager agent + developer agent
- ✓ Dedicated AWS server cluster — you own your data
- ✓ VeloXP licenses the architecture + manages ops
- ✓ 40 dev hrs included in setup — $200/hr after
- ✓ Unlimited infrastructure support + weekly strategy call + dedicated Telegram channel
- ✓ Priority deployment — dedicated resources April 6
Add-ons:
Additional agents $500/mo · Additional dev hrs $200/hr · Local LLM training scoped per project
Growth
$5,000/mo
+ $7,500 one-time setup · 30-day first billing
- ✓ 6–8 agents deployed
- ✓ Unlimited seats
- ✓ Salesforce + NetSuite read access
- ✓ PhD-level executive agent (Jarvis)
- ✓ Standard skills library
- ✓ Dedicated VeloXP server
- ✓ Mission Control dashboard
- ✓ 16 hrs/mo VeloXP support
🏗️
You Own the Intelligence
Your data lives on a dedicated AWS server cluster provisioned exclusively for V3 Electric. VeloXP builds the architecture and licenses you the agent system — you own everything the agents learn. In 6–12 months, your Super Memory becomes a proprietary competitive moat: institutional knowledge trained on your solar operations, your accounting logic, your customer patterns. No competitor can replicate it.
Scale Pricing
Additional agents: $500/mo each
Users: Unlimited — included in Enterprise
Dev hours overage: $200/hr
Local LLM training: scoped per project
API Usage
Expect $200–$800/month in LLM API costs depending on agent count and model selection. VeloXP configures daily limits and billing guardrails. You're never surprised.
Deployment Timeline
Approve Monday.
Dedicated resources April 6.
Fully operational by April 30.
W1
Apr 6–11
Kickoff & Infrastructure
Dedicated VeloXP engineering resources activated. Server provisioned and deployed. Deep-dive session: Salesforce data flow, NetSuite accounting structure, DOMO/AWS integrations mapped. Agent roster finalized for V3 Electric workflows.
W2
Apr 14–18
Executive Agent + Channels Live
Jarvis (PhD executive agent) connected to Salesforce + NetSuite read access. Telegram live for Josh and key team members. First morning briefing with live pipeline data delivered. Account Manager agent initialized.
W3
Apr 21–25
Full Workforce Operational
All 6 core agents live. Developer agent paired with engineering team. Solar Ops managing permit queue and inspection scheduling. Atlas running bid follow-up and review campaigns. Super Memory accumulating V3 institutional intelligence.
W4
Apr 28–30
30-Day Review + Scale Plan
Strategy call with Max and Josh. First 30 days of data reviewed — agent performance, pipeline impact, cost-per-outcome. Scale roadmap defined: which departments expand next, how many agents to add in Month 2. Path to 20–50 agents scoped and scheduled.
Who's Behind This
Built by operators who've done it.
VeloXP isn't a marketing agency with an AI add-on. We're operators who built and scaled companies using the same systems we now deploy for clients.
Inc. 5000 #632
Our founder's last company ranked among America's fastest-growing private companies
$100M+
Valuation growth built through operational systems, not just marketing
5+ Industries
SaaS, service, manufacturing, tech — built and exited across all of them
22+ Years
Building, scaling, and exiting companies. We understand what moves the needle.
Max Koby
Founder & CEO, VeloXP
Serial entrepreneur for 22+ years. Created, scaled, and exited multiple companies across SaaS, service, manufacturing, and technology. As Founder/CEO, led his last company to #632 on the Inc. 5000 and has won multiple awards for best workplaces, marketing, and innovation. VeloXP exists because he saw small businesses getting left behind in the AI shift and decided to do something about it.
"I love learning how to leverage technology to innovate in every industry I'm involved in. I am most excited about working with industry leaders who have the potential to grow 10x and empower others to automate their businesses through the same systems and proven processes that have empowered my businesses."
— Max Koby
Ready to move?
Your competitors are still doing this manually.
While they're chasing permit status and missing bid follow-ups, V3 Electric has a dedicated AI workforce working 24/7 — Executive Agent, Controller, Account Manager, Project Manager, Developer, and more. Fully managed. Getting smarter every month. The gap only grows.
$15,000 implementation · $10,000/mo — 10 agents, dedicated infrastructure
Secure checkout via Stripe. Implementation fee includes your first month. Monthly retainer begins month 2. Month-to-month — cancel anytime with 30 days notice.