Quo (rebranded from OpenPhone in late 2025) is an AI-powered VoIP and SMS business phone platform. It consolidates inbound calls, outbound calls, and text messaging into a single desktop and mobile app.
Central to Quo is Sona, an AI receptionist that answers calls 24/7 — qualifying leads, routing by intent, capturing contact info, and escalating urgent situations. For Sperry Tree Care, Sona handles overflow and after-hours calls so no estimate request goes unanswered.
Sperry's current number (541-461-1737) does not accept text messages, leaving a major response gap. Quo ports the existing number, enables SMS, and through Sona + Zapier creates a fully automated lead capture pipeline: call or text in → Sona qualifies → new service request in Jobber → contact enrolled in Kit email sequence. No manual entry, no missed leads.
Four sequential workstreams. Quo subscription (~$46/month per seat) billed directly by Quo to Sperry Tree Care and is not included in this SOW.
Quo subscription (~$46/mo per seat ×15 seats = ~$690/mo) billed directly to Sperry Tree Care by Quo — not included above.
Timeline accounts for both parties being away the week of April 25. Active work resumes May 5.
| Dates | Phase | Activity |
|---|---|---|
| Apr 23–May 2 | WS1: Setup | Account creation, number port initiation, user seats configured |
| Apr 25–May 4 | Passive | Both parties away — number port completes during this window |
| May 5–9 | WS2: Sona | Sona AI call flows built, scripts written, live call tests + tuning |
| May 12–16 | WS3: Zapier | Zaps built and tested: Quo → Jobber → Kit pipeline live |
| May 19–22 | Go-Live | Final QA, handoff call with Rob & Michele, system live |
| May–Jun | WS4: 10 DLC | TCR registration filed; SMS marketing cleared on FCC approval (2–4 wks) |
Payment accepted via ACH, check, or credit card. Late payments accrue 1.5% monthly interest after 30 days. 10 DLC registration fees (typically $35–$50 one-time) included in WS4 flat fee.
Scope: This SOW covers only the services in Section 3. Changes require a written change order and may affect timeline and pricing.
Intellectual Property: All configuration, scripts, and Zap designs built by BOSSTORQUE are owned by Sperry Tree Care upon final payment.
Confidentiality: Both parties agree to keep pricing, strategy, and proprietary processes confidential.
Cancellation: If Sperry Tree Care cancels after signing, the $3,750 deposit is non-refundable. If BOSSTORQUE cancels without cause, the deposit is refunded in full.
Governing Law: This agreement is governed by the laws of the State of Oregon.
By signing below, both parties agree to the scope, timeline, and payment terms described in this Statement of Work.