Proposal 01 — CRM + AI Foundation Upcoming

CRM + AI Foundation

Your contacts, pipeline, and follow-ups out of Outlook and into one system — then Claude learns your business and helps you run it.

Start Phase 1 — $1,125 Deposit →View full scope

Our booking page shows 15-minute slots by default. Once we review your request, we'll extend the hold to the right length — it's part of how we keep our calendar honest.

Review the phases

What we deliver, phase by phase

Review per-phase investment

Phase-by-phase breakdown + payment timing

Read the FAQ

Answers to the questions every decision-maker asks

Investment Overview

Phase 1 Investment

$2,250

$1,125 deposit on approval

Build Window

4–5 Business Days

From deposit to live CRM

Total Phases

3 Phases

Each one compounds the last

Phase 1 due on approval. Phases 2 and 3 invoice after each prior phase ships.

“These are my contacts — this is what I want to build for me.”
— Laura Cipolla, in our discovery
Here's what we're building.

Where you are → where you'll be

Where we are now

✕Contacts scattered across Outlook, email signatures, spreadsheets, and memory
✕1–2 hours per targeted presentation, rebuilt from scratch each month per vertical
✕No pipeline visibility — A&D leads, dealers, and institutions blur together
✕Follow-ups, proposal status, and invoices tracked manually (or missed)
✕Marketing blasts feel generic, so they don't get sent
✕AI tools used casually but not connected to your actual book of business

After this engagement

✓Every contact you've ever touched, in one CRM you own
✓A&D, dealer, and institutional pipelines visible at a glance
✓Booking calendar and follow-up automations running quietly in the background
✓Invoices and proposal-status reminders tied to the pipeline
✓Claude wired in — ask it what's open, who to chase, what to send
✓A foundation that compounds: every phase after this multiplies what's already there

Phases

Three phases that compound. Each one builds on what came before it.

Phase 1Foundation

CRM Setup & AI Foundation

Days 1–5

Your business runs out of one system instead of out of your head and Outlook — and Claude can already manage pieces of it for you.

What we deliver

▸Discovery session to map your A&D, dealer, and institutional segments
▸Contact migration from Outlook, email signatures, spreadsheets, and memory
▸Pipeline configuration for all three segments
▸Booking calendar wired to your availability
▸Follow-up automations — meetings, invoices, proposal status, nurture sequences
▸Optional: payment system connected so you can invoice from inside the CRM
▸Claude integration foundation — manage by voice or short typed prompts
▸Walk-through session + written documentation

What you walk away with

Working CRM with your real contactsVisible pipelineAutomated follow-upsBooking calendar liveClaude connected to your data

$2,250 total — split 50/50

$1,125 deposit due on approval

$1,125 due on completion (4–5 business days after deposit)

Pay Phase 1 Deposit →

Phase 2Automation

Workflow Build & AI Integration

3–4 hours, 1-on-1

You stop doing the redundant work — and you learn how to build the next workflow yourself.

What we deliver

▸Pick the workflow with the highest weekly time-cost — your call
▸Build it together, live, on your machine
▸Wire AI into the steps that benefit most — drafting, summarizing, personalizing
▸Document it so you can repeat or modify it
▸Identify the next 2–3 workflows worth automating

What you walk away with

One fully-built AI-assisted workflowSkill to build more on your ownShortlist of what to tackle next

Scoped after Phase 1

Phase 3Intelligence

Second Brain & Scaling

Iterative — scoped when ready

Your data starts working for you — generating insights AI can act on, not just store.

What we deliver

▸Morning briefings on what's open and who to chase
▸AI that drafts the right outreach for the right segment without being asked
▸Patterns surfaced from your own data that tell you where the next deal is
▸Contacts, pipeline activity, workflow outputs, and communication history feeding the system

What you walk away with

AI that knows your businessProactive insights from your dataSystem that compounds over time

Scoped when you're ready

Why this order

Phase 1 first

Everything else depends on your data being in one place. A workflow built on top of scattered contacts is just a faster version of the same chaos.

Phase 2 second

Once the data is structured, time savings on workflows compound — and the skill of building workflows with AI is what lets you keep scaling without us.

Phase 3 last

A Second Brain needs a brain to read from. The longer your CRM and workflows run, the richer the data it can act on. Starting too early gives you a smart system with nothing to be smart about.

Investment

Phase 1

CRM Setup & AI Foundation

$2,250

$1,125 deposit on approval

Pay Phase 1 Invoice →

Phase 2

Workflow Build & AI Integration

Scoped after Phase 1

Phase 3

Second Brain & Scaling

Scoped after Phase 2

Each phase compounds the one before it. You're not paying for a bigger version of the same thing — you're paying for a foundation that gets exponentially more valuable as we layer on top of it.

Next steps

Tomorrow at 12pm — live walk-through

See how this exact system runs a real business before you commit.

Settle the Phase 1 deposit ($1,125)

Kicks off the 4–5 business day build window.

Pay $1,125 deposit →

Start gathering contacts

Even rough — Outlook exports, business cards, names you know by heart. We clean it up in sub-phase 1a.

Block 60 minutes for the discovery session

First day or two after kickoff.

After Phase 1 wraps, scope Phase 2

Based on which workflow is costing you the most time.

Questions worth answering

The system could be live within a week.

Phase 1 starts the moment the deposit clears. 4–5 business days from there to a working CRM with your contacts, pipeline, and Claude connected.

Pay $1,125 deposit to start →Book a call first

Our booking page shows 15-minute slots by default. Once we review your request, we'll extend the hold to the right length — it's part of how we keep our calendar honest.