PROPOSED PACKAGES
Start focused. Connect what matters.
A scope comparison, with pricing, channels, capacity and delivery agreed before an engagement.
PROPOSED SCOPE 01
Capture Foundation
A focused landing page and an agreed enquiry handoff.
- Service page & mobile form
- Qualification fields
- Delivery and source specification
PROPOSED SCOPE 02
Managed Acquisition
A scoped campaign and lead handling plan.
- Offer & campaign scope
- Channels and media spend scoped separately
- Forms or incoming calls as agreed
PROPOSED SCOPE 03
Lead Supply
An arrangement built around explicit lead criteria.
- Niche, territory & channel availability
- Written lead or accepted-call criteria
- CRM only if included in proposal
PROPOSED SCOPE 04
Connected System
A staged plan from capture to installation handoff.
- Landing pages, forms & CRM
- Roles, tasks & measurement flow
- Reporting and scoped integrations
Three CRM scopes
| Scope | Essentials | Sales Workflow | Operations |
|---|---|---|---|
| Contacts, pipeline, owners & tasks | Included in proposed scope | Included | Included |
| Agreed import & team walkthrough | Scoped | Scoped | Scoped |
| Measurement, quote & contract stages | Basic stage map | Defined handoffs | Defined handoffs |
| Follow-up rules | Manual task process | Agreed reminders | Scoped rules & exceptions |
| Roles, installation & reporting | Basic ownership | Sales roles | Operations handoff & reporting |
| Forms / external integrations | Separate scope | Separate scope | Compatibility and scope review |
| Voice AI / advanced automation | Planned | Planned | Planned |
Media spend, CRM licences, hosting, messaging, AI usage and maintenance are separate unless explicitly included. CRM may form part of selected lead packages only when the proposal says so. Prices, lead and call volumes, accepted-call criteria, guarantees and start dates are unapproved. Facebook, Instagram, TikTok and Google Search campaigns, and organic Google Maps work, are included only when specified. Incoming calls can be a separate acquisition scope.
Let’s build a system
that fits your business.
Start with your goals and the handoff that needs attention. We will define the scope before implementation.
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