Execution Playbook
6-month phased plan to profitability
63%
20/32 tasks complete
P0
Foundation Setup
File Texas LLC ($300)
Certificate of Formation with TX Secretary of State
Obtain EIN from IRS
Free Employer Identification Number
Open Business Bank Account
Separate business finances from personal accounts
Register with TX Comptroller
Franchise tax registration
Secure General Liability Insurance
Via Next Insurance or Hiscox ($30-50/mo)
Set Up Google Workspace ($6/mo)
Email, Google Sheets (CRM), Drive, Apps Script
Set Up Make.com (Free Tier)
Workflow automation — 1,000 ops/month free
Set Up Vapi.ai (Free Tier)
AI voice agent platform
Set Up Twilio ($1/mo + usage)
Phone numbers and call routing
Build Website on Carrd.co ($19/yr)
Professional web presence
Visit County Clerk Office In Person
Learn how records are organized, filed, and searched
Study TX RRC Website
Permits, production data, GIS viewer
Join AAPL ($200)
American Association of Professional Landmen
P1
Test Phase
Test Task
Test description
Toggle Task
Build County Record Scrapers
Python/Node.js scrapers for Harris, Fort Bend, Montgomery county clerk public records. Search MINERAL DEED and OIL GAS LEASE documents.
Set Up CRM in Google Sheets
Configure all required fields: grantor, grantee, legal description, recording date, contact info, lead score
Implement Automated Skip Tracing
County appraisal district websites, Secretary of State business search, free people-search directories. Automate with Google Apps Script.
Build Lead Scoring System
Weighted scoring: Acreage Size, Proximity to Active Wells (RRC GIS), Contact Quality, Mineral Interest Type, Recency of Deed
P2
AI Agent DeploymentCURRENT
Build PROSPECTOR-01 on Vapi.ai
Configure voice, speed, system prompt with professional opening, value proposition, qualifying questions, objection handling, compliance guardrails
Connect Agent to CRM via Webhooks
Vapi.ai → Make.com → Google Sheet. Post-call: update lead status, log call, schedule follow-ups, add to DNC if requested.
Scrub Call List Against National DNC Registry
TCPA compliance — scrub all numbers before calling
Ramp from 50 to 100 Calls/Day
Start at 50 calls/day, increase to 100 by end of week 6
IN PROGRESS
P3
First RevenueCURRENT
Identify Operators via RRC Drilling Permits
Find operators with recently filed permits — these are target clients for lease brokerage
IN PROGRESS
Contact Operator Land Departments
Offer to source/negotiate mineral leases at 40-60% below traditional landman rates
IN PROGRESS
Package & Sell First Lead Batch
Package 20-50 qualified leads with verified contact info and confirmed interest. Price: $1,000-$5,000 per package.
Negotiate First ORRI (1-2%)
When brokering a lease, negotiate to retain 1-2% Overriding Royalty Interest. Standard industry practice.
P4
Scaling
Expand to 3-5 New Counties
Add Brazoria, Galveston, Waller and more counties every couple weeks
Deploy Qualifier, Follow-up, Researcher Agents
Roll out additional AI agents for full call lifecycle coverage
Build Full Make.com Automation Suite
Entire lead lifecycle without manual intervention
P5
Partnership
Prepare Partnership Pitch Deck
Data-backed presentation with live Command Center, revenue figures, ORRI portfolio
Approach Strategic Partners
Propose joint venture — merge tech with their expertise, credibility, capital