This proposal outlines the deployment of the core infrastructure required to support three key revenue engines of the business.
Investor Deal Distribution
Bootcamp Coaching Program
Community & Group Coaching Membership
Executive Overview
The objective of this engagement is to replace manual workflows with a scalable system that enables:
Consistent Client Acquisition
A reliable pipeline that brings in qualified clients without relying on manual outreach.
Streamlined Coaching Delivery
Structured systems for onboarding, scheduling, and managing coaching clients at scale.
Recurring Membership Revenue
An automated community platform that generates predictable monthly income.
Automated Investor Deal Distribution
A dedicated engine to distribute deals, track interest, and schedule investor calls.
The system is designed to support your goal of reaching $100K+ per month in revenue while building a foundation that can scale as additional offers, coaches, and community members are introduced.
Because these systems support different parts of the business, the infrastructure will be deployed in phases. Phase I and Phase II will run concurrently so investor deals can be distributed immediately while the coaching infrastructure is being built.
System Architecture Overview
The infrastructure will integrate the following systems into one centralized platform:
Each layer feeds into the next, creating a seamless end-to-end experience from first contact to long-term membership.
Separately, the system will include an Investor Deal Distribution Engine used to distribute deals, track investor interest, and schedule investor calls.
Phase I — Investor Deal Distribution System
Runs Concurrently with Phase II
Objective: Activate and structure the investor database to distribute deals, track engagement, and schedule investor conversations.
This system allows you to distribute the current deals immediately while creating infrastructure for future opportunities.
Scope of Work
Investor CRM Architecture
Import and organize investor contacts
Tagging and segmentation structure
Custom field configuration
Engagement tracking
Investor Pipeline
Investor deal pipeline setup
Interest tracking stages
Internal task automation
Pipeline testing
Deal Distribution Campaign System
Deal announcement campaigns
Automated follow-up messages
Engagement tracking
Reply monitoring
Investor Booking Infrastructure
Investor booking calendar
Zoom integration
Confirmation and reminder automation
Post-call follow-up system
Deliverability & Compliance
Domain authentication review
Sending throttling configuration
Unsubscribe safeguards
Deliverability protection
Timeline
Estimated completion: 10–14 business days
Investment
$6,000
50% due at project start
50% due upon completion
Phase II — Bootcamp Coaching Revenue Engine
Core Revenue Engine
Objective: Design and deploy the infrastructure required to enroll, onboard, manage, and renew Bootcamp coaching clients.
This system supports the 12-week sprint coaching program while enabling the addition of multiple coaches as the business grows. This phase represents the core revenue engine of the business.
Scope of Work
Client Acquisition System
Bootcamp sales pipeline creation
Lead tagging and segmentation
Booking calendar integration
Automated call confirmations and reminders
Post-call follow-up automation
Payment & Enrollment Infrastructure
Program payment setup
Stripe integration
Payment plan configuration
Contract automation
Enrollment confirmation workflows
Client Onboarding System
Onboarding automation
Intake form creation
CRM client profile setup
Tagging and segmentation logic
Coach assignment triggers
Coaching Lifecycle Management
Scheduling framework for coaching sessions
Call reminder automation
Coaching progress tracking
Internal task management for coaches
Homework & Assignment Framework
Templated homework workflows
Assignment reminders
Follow-up tracking
Coach Management & Renewal
Coach user roles and permissions
Client assignment logic
Reporting visibility for administrators
Renewal reminder automation
Follow-up workflows
Payment links for continued coaching
Timeline
Estimated completion: 6–8 weeks
Timeline depends on timely delivery of client assets and program details.
Investment
$26,500
50% due at project start
25% due midway through development
25% due upon completion
Phase III — Community & Group Coaching Platform
Begins After Phase II is Operational
Objective: Deploy the infrastructure required to support a recurring community membership that provides group coaching and ongoing engagement.
Bootcamp clients will automatically receive access to the community.
Scope of Work
Membership Platform
Community structure configuration
Discussion categories and content sections
Onboarding automation
Subscription Billing System
Monthly subscription setup
Annual subscription option
Discount structures
Subscription management workflows
Member Access Control
Automatic access for Bootcamp clients
Subscription-based access for community members
Cancellation and downgrade automation
Community Onboarding
Welcome automation
Member orientation messaging
Group coaching reminders
Timeline
Estimated completion: 3–5 weeks
Phase III will begin once Phase II infrastructure is operational.
Investment
$19,500
50% due at start
50% due upon completion
Engagement Structure
Because the infrastructure spans multiple areas of the business, the system will be deployed in phases.
Phase I and Phase II will begin simultaneously so investor deals can be distributed immediately while the coaching infrastructure is being built.
Each phase can be initiated and approved independently. This approach allows the business to validate each system before expanding into the next stage.
1
Phase I
Investor Deal Distribution System
10–14 business days
$6,000
2
Phase II
Bootcamp Coaching Revenue Engine
6–8 weeks
$26,500
3
Phase III
Community & Group Coaching Platform
3–5 weeks (after Phase II)
$19,500
Client Responsibilities
To ensure timely execution, the following will need to be provided:
HighLevel account access
Stripe access
Domain/DNS access (if required)
Zoom access
Finalized coaching pricing structures
Digital product assets (when available)
Branding assets
Community training materials
Content creation, copywriting, and media production are not included unless separately scoped.
Scope of Engagement
This engagement focuses on the design and deployment of business infrastructure.
Day-to-day operational management, marketing execution, and campaign management are not included unless separately contracted.
What This Engagement Includes
CRM Architecture & Pipeline Setup
Full configuration of your investor and coaching pipelines inside a centralized CRM platform.
Automation & Workflow Design
End-to-end automation for enrollment, onboarding, reminders, follow-ups, and renewals.
Payment & Contract Infrastructure
Stripe integration, payment plans, and contract automation for seamless client enrollment.
Community Membership Platform
Full deployment of the recurring membership platform with subscription billing and access control.
Revenue Impact Scenario
Once implemented, this infrastructure will support:
Automated Client Enrollment
Structured Coaching Delivery
Scalable Coach Management
Recurring Membership Revenue
Example Revenue Model
$90K
Bootcamp Coaching
15 clients × $6,000
$14.8K
Community Membership
50 members × $297
$100K+
Potential Monthly Revenue
Combined across both revenue streams
This infrastructure is designed to support growth beyond this level without requiring significant operational changes.
Next Steps & Approval
Upon approval of Phase I, development will begin immediately while Phase II planning proceeds in parallel.
This will allow investor deals to be distributed while the coaching engine is being built.