Custom AI Lead & Sales Automation

I’m ready to turn two new Mac minis into the nerve-centre of my business. The goal is to stand up a Claude-style AI agent that learns continuously, stores its own long-term “memory” (Chroma or any comparable vector database is fine), and ultimately behaves like a knowledgeable copy of me.

Here’s the full picture I need you to bring to life:
• The agent must drive marketing automation, lead generation, and end-to-end sales workflows.
• HubSpot is already in place, so every conversation, tag, deal stage and email sequence you build should sync cleanly with that CRM.
• A voice or call component is essential—think Twilio or an equivalent stack—to place outbound calls, qualify prospects, and book appointments directly on my calendar.

Deliverables (acceptance criteria)
1. Local AI stack configured on the two Mac minis, including model, vector memory store and any orchestration layer or agent framework you choose.
2. Custom persona training so the agent mirrors my tone, FAQs and decision logic.
3. Bi-directional HubSpot integration for contacts, deals, tasks and email sequences, with clear field mapping.
4. Automated workflows for lead capture, nurturing and sales hand-off, fully tested end to end.
5. Call agent script logic, integration with telephony API, and live demo showing it scheduling an appointment.
6. Clear documentation and a short hand-over session so I can maintain and iterate on the system myself.

If you’ve built similar AI-driven, HubSpot-connected agents—or have a clever way to squeeze maximum performance out of Mac minis—I’d love to see it. Let’s make this intelligent, ever-learning sales machine a reality.