AG Ballew

[Project: Challenge Funnel, Workflow, & CRM System]

AG Ballew

Project 1: Challenge Funnel, Workflow, & CRM System


Geek Out team will provide the following deliverables:

  • Phase 1A: Branding. Use Current Visual Brand Guide. Colors, Fonts, Images, Lines & Shapes, Design Assets
  • Phase 1B: Plan The Data Flow & System Architecture. Map the customer journey through the Challenge funnel. Identify challenge best funnel strategy. ​System integration plan. Data structure and exchange plan. System set up and Integration. Education and training on system as we set up. ​Loom walkthroughs for full awareness of the system construct. ​Tech decision support & tech stack clean up. Co-copy (Sales page, OTO, Thank you page, Emails to current list, Abandon cart email sequence, Buyer sequence) support to include prompt guidance and templates. 
  • Phase 2: Design & Build. Build The Challenge Funnel & CRM System. Challenge Funnel (sales page, bump, OTO, thank you page). ​Sales system Integration. ​Active Campaign setup and integration. ​Follow up funnel setup and automation build (copy provided by client, scripts provided). ​Design assets (design and build). ​Tech setup and Integration across entire system. ​Education and training on all systems. ​Iterative review process to green light for launch.
  • Phase 3: Launch & Learn. Full support for up to 30 days. Continue support If anything breaks from original build. Tweaks and Iterations based on customer feedback within original scope. Reporting and analysis. ​1 A/B test iteration.


Geek Out Team will provide the above deliverables within the following timetable:

  • Phase 1A: Target project start date May 30.
  • Phase 1B: Target date range May 30 - Jun 2
  • Phase 2: Target date range Jun 3 - Jun 6. Target ready to go live by Jun 6 at the latest.
  • Phase 3: 30 Days from the day the funnel launches.

Times may vary based on copy availability and holidays.


Geek Out Team requests the following compensation for the work outlined above:

  • Total Payment: $2500. This will be broken into 1 payments of $2500. This invoice will collect the first and only payment.

Please enter your information below to proceed with the payment of $2500.

Once received, work on your project will begin immediately!


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AG Project 1: Challenge Funnel & CRM

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