Dear Rick,
Based on the latest conversation I summarize on this page proposed projects & payment terms.
PROJECT – Custom Web Development Quoting CRM Project
As per our conversation on Skype today I hereby summarize the proposed options
PROJECT – Proposal 1 – Fix Access to Existing Platform
https://basecamp.com/1763699/projects/3339327/messages/89488877#comment_741369816
One Time Payment Proposal 1
PROJECT – Proposal 2 – Upgrade to Existing Platform
As per today’s chat conversation to upgrade on the existing platform with this options and workflow:
1. quote generated
2. email and SMS sent
3. second email sent for open – different content
4. second email sent for non opened – different content
5. third email sent and if open added to active campaign list for further nurturing
6. second SMS sent for follow up
7. final email from platform sent for the quote, if not unsubscribed left in drip nurturing in active campaign
8. some added custom tasks with Zappier (for the team to get tasks for follow up with your CRM whatever that might be)
9. stakeholder weekly automation that runs on each Friday with Report for the STATE OF THINGS
- TOTAL PROJECT COST: $3000
- TOTAL PROJECT DURATION : 30 DAYS
- Client is responsible for monthly payment of all 3rd party systems : Zappier, CRM, Twillio etc
- Client is also responsible for monthly $99 maintenance plan that will include hosting, troubleshooting and support (no additional development included)
Split Payment Proposal 2
50% to START – 50% upon completion
PROJECT – Proposal 3 – New Platform Based on WordPress
1. All transactional Emails will be available in WordPress for customer to change them at his discretion with a simple WYSIWYG editor
2. All user management (agents) available for easy admin and tracking in WordPress
3. Specific CRM like Dashboard in WordPress where all the information (emails sent, accounts-project history is stored, open time, stage of follow up etc) is clearly visible at user(agents level) and master admin level
4. No additional CRM Login Required
5. All pages, available for editing with WordPress
Same functions will be available in this new system as described today in Skype:
1. quote generated
2. email and SMS sent
3. second email sent for open – different content
4. second email sent for non opened – different content
5. third email sent and if open added to active campaign list for further nurturing
6. second SMS sent for follow up
7. final email from platform sent for the quote, if not unsubscribed left in drip nurturing in active campaign
8. some added custom tasks with Zappier (for the team to get tasks for follow up with your CRM whatever that might be)
9. stakeholder weekly automation that runs on each Friday with Report for the STATE OF THINGS
- TOTAL PROJECT COST: $6000
- TOTAL PROJECT DURATION : 30 DAYS
- Client is responsible for monthly payment of all 3rd party systems : Zappier, CRM, Twillio etc
- Client is also responsible for monthly $99 maintenance plan that will include hosting, troubleshooting and support (no additional development included). A yearly discounted support plan prepayment is available for $1000.
Split Payment Proposal 3
50% to START – 50% upon completion
Additional For Future Reference Links:
Monthly Support Plan Subscription for $99/mo
Special Offer for Yearly Subscription discounted to $1000/year