Kale Anders

[Project: Customer Engagement Tracking Project]

Big Picture

Project Overview

THE PLAN

Strategic Meetings & Support

  • ​Meetings include: Project kickoff meeting, weekly meetings for 2 weeks plus DM access for communication​
  • ​​Project management support - Setup and Drive
  • ​​General consult on all projects (includes automations, integrations, tech setup, training/education for team)

Building Your Project

  • ​PHASE 1B: Strategy - Plan The Data Flow & System Architecture
  • ​​​PHASE 2: Design & Build - Build The Funnel System & CRM System
  • ​​PHASE 3: Launch - Deploy And Iterate On In The Wild Feedback

[proposed blueprint]

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CUSTOM JAVASCRIPT / HTML

3 Phases

Strategy & Game Plan

Customer Journey & System Architecture

Design & Build

Build The Funnel System & CRM System

Launch

Deploy And Iterate On In The Wild Feedback

Phase 1B: Strategy & Game Plan

Customer Journey & System Architecture

Plan The Customer Journey & System Architecture

  • Mapping the customer journey, internal stakeholders, and all data flows
  • ​Tech stack decisions and set up
  • System set up and Integration
  • Education and training on system as we set up
  • AirTable Setup
  • GoogleSheet Setup & Integration
  • Support for data flow from YouCanBookMe to AirTable
  • Support for data flow from App to AirTable
  • Tech decision support & tech stack clean up

Phase 2: Design & Build

Build The Funnel System & CRM System

Design & Build

  • Build AirTable database 
  • ​Setup and program AirTable database
  • ​​​Setup and program integration with app
  • Setup and program integration with ClickFunnels membership
  • ​​Setup and program integration with YouCanBookMe
  • Tech setup and Integration across entire system
  • ​Education and training on all systems
  • ​​Testing usage scenarios for all integrations and data flows
  • Migrate all current members into data system

Phase 3: Launch

Launch, Deploy And Iterate On In The Wild Feedback

Launch

  • ​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

1B

Strategy
Plan The Customer Journey, Data Flow, & System Architecture, Strategic Consult Meetings

2-4 Sessions Across 1 Month

$1000

2

Design & Build
Lead Gen Funnel with Upsell & System, & CRM System

1-2 Weeks

$4000

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:

$ 5000

2 Payments

$2500

[proposed blueprint]

TECH STACK

Additional costs. Not included in project investment.

Phase

Focus

Investment

ClickFunnels

Optin, Sales System

$97/mo

CloudFlare

SSL, Page Rules

$10/mo

AirTable

Core Database

$20
per seat /month
billed annually

Zapier

Integration

$19.99/mo
billed annually
750 tasks/mo

Monthly Payment

$127/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!

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