AG Ballew
[Project: Challenge Funnel, Workflow, & CRM System]
Big Picture
Project Overview
THE PLAN
Strategic Meetings & Support
- Meetings include: Project kickoff meeting, weekly meetings for 2 weeks plus DM access for communications between Included
- Project management support - Setup and Drive
- General consult on all projects (includes automations, integrations, tech setup, training/education for team)
Building Your Project
✓ Phase 1: Craft The Customer Journey
• 1A: Branding - Establish/Refine Brand Guide
• 1B: Plan The Data Flow & System Architecture
✓ Phase 2: Build The Stack with Enhancers/GeekMods
• Design & Build - Build The Funnel System & CRM System
✓ Phase 3: Launch & Learn
• Deploy And Iterate On In The Wild Feedback
[proposed blueprint]
👇🏻 Listen To This Project Walkthrough First 👇🏻
3 Phases
Branding
Establish Brand Guide Lite
Strategy & Game Plan
Customer Journey & System Architecture
Design & Build
Build The Funnel System & CRM System with GeekMods
Launch
Launch & Learn
Iterate On In The Wild Feedback
Phase 1A: Branding
Establish Brand Guide Lite
Use Current Visual Brand Guide Lite
- Colors
- Fonts
- Image Treatments
Phase 1B: Strategy & Game Plan
Customer Journey & System Architecture
Plan The Customer Journey & System Architecture
- Mapping the customer journey and all digital touchpoints for the Challenge Funnel and workflow system
- Mapping the data flow between systems
- Tech stack decisions and set up
- System set up and Integration
- Education and training on system as we set up
- CRM setup and integration plan between CF 2.0 and Active Campaign
- Tech decision support & tech stack clean up
- Copy support via templates and tools
Phase 2: Design & Build
Build The Funnel System & CRM System With GeekMods
Design & Build
- Challenge Funnel (sales page, upsell page, replay room, buyer area, thank you)
- CF 2.0 Workflows and automations setup and integration
- Setup and programming Active Campaign for 4 follow up sequences (invite, lead, abandon cart, buyer)
- Buyer FB group setup consult with done-with-you support
- Slide design support
- Video editing lite
- 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
Launch & Learn
Deploy And Iterate On In The Wild Feedback
Launch & Learn
- Full support for up to 60 days
- Continue support if anything breaks
- Tweaks and Iterations based on customer feedback within original scope
- Reporting and analysis
[proposed blueprint]
INVESTMENT SUMMARY
Launch Project
Project 1
(Month 1-2)
Phase
Focus
Time To Complete
Investment
1A
Branding
Use Current Designs on Funnels
n/a
Included
1B
Strategy
Weekly Calls, Plan The Customer Journey & System Architecture
2-4 Sessions Across 1 Month
$1000
2
Design & Build
Lead Gen Funnel with Upsell & System, & CRM System
1-2 Weeks
$1500
(Special rate)
3
Launch & Test
Deploy And Iterate On In The Wild Feedback
60 Days
Included
Ongoing Support
1 Month - Tweaks as needed
30 Days
Included
Total:
$ 2500
[proposed blueprint]
TECH STACK
Additional costs. Not included in project investment.
Phase
Focus
Investment
ClickFunnels 2.0
Optin, Sales System
$127/mo
Active Campaign
CRM, Email Automations
(1000 contacts)
$50
Vimeo or Loom or Whistia (optional)
Video
$20/mo
CloudFlare
SSL, Page Rules
$0
Stripe
Payment Gateway
$0
Professional Email
To Use With CRM
$12/mo
Monthly Payment
$138-$158/mo
**Tech Stack Monthly Investment Not Included In Package Investment
Next Steps
1. You make the initial payment via the button below.
2. The magic begins! Let's make your vision a reality!