Strategic Business Infrastructure Proposal

Strategic Business Infrastructure Proposal
Prepared for: Bubba Page  ·  Prepared by: Craig Cameron and Tate Daniels
What This Proposal Covers
This proposal outlines the deployment of the core infrastructure required to support three key revenue engines of the business:
Investor Deal Distribution
A dedicated engine to distribute deals, track interest, and schedule investor calls.
Bootcamp Coaching Program
Structured systems for onboarding, scheduling, and managing coaching clients at scale.
Community & Group Coaching Membership
An automated community platform that generates predictable monthly income.
Executive Overview
The Objective
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.
Phased Deployment Approach
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.
This phased approach ensures each system is validated before expanding into the next stage, while allowing immediate action on investor deal distribution.
Phase I
Investor Deal Distribution System
Runs Concurrently with Phase II
Activate and structure the investor database to distribute deals, track engagement, and schedule investor conversations. This system allows you to distribute current deals immediately while creating infrastructure for future opportunities.
Phase I Details
Timeline: 10–14 Business Days
Investment: $6,000
Phase I
Phase I — Scope of Work
1
Investor CRM Architecture
Import and organize investor contacts
Tagging and segmentation structure
Custom field configuration
Engagement tracking
Investor deal pipeline setup
Interest tracking stages
Internal task automation
Pipeline testing
2
Deal Distribution Campaign System
Deal announcement campaigns
Automated follow-up email and SMS sequences
Engagement tracking
Reply monitoring
3
Investor Booking Infrastructure
Investor booking calendar
Zoom integration
Confirmation and reminder automation
Post-call follow-up system
4
Deliverability & Compliance
Domain authentication review
Sending throttle configuration
Unsubscribe safeguards
Deliverability protection
Investment: $6,000 — 50% due at project start · 50% due upon completion
Phase II
Bootcamp Coaching Revenue Engine
Core Revenue Engine
Design and deploy the infrastructure required to enroll, onboard, manage, and renew Bootcamp coaching clients. This system supports the 12-week sprint coaching program — with optional 6, 9, and 12-month engagement paths — while enabling the addition of multiple coaches as the business grows.
Phase II Details
Timeline: 6–8 Weeks
Investment: $26,500
Phase II
Phase II — Scope of Work
1
Client Acquisition System
Bootcamp sales pipeline creation
Lead tagging and segmentation
Booking calendar integration
Automated call confirmations and reminders (email and SMS)
Post-call follow-up automation for booked, no-show, and not-yet-enrolled leads
Email and SMS nurture sequences at each pipeline stage
2
Payment & Enrollment Infrastructure
Program payment setup for all engagement lengths (12-week, 6-month, 9-month, 12-month)
Stripe integration
Payment plan configuration
Renewal incentive pricing (10% discount or 12-month upfront with 2 months free)
Contract automation
Enrollment confirmation workflows
Payment failure and retry notifications
3
Client Onboarding System
Onboarding automation
Intake form creation
CRM client profile setup
Tagging and segmentation logic
Coach assignment triggers
4
Coaching Lifecycle Management
Dual scheduling framework: Weekly cadence — for associate coaches (45-min calls); Bi-weekly cadence — for Bubba's direct clients (45-min calls with group coaching in between)
Call reminder automation (email and SMS)
Coaching progress tracking
Internal task management for coaches
5
Homework & Assignment Framework
Templated homework workflows for fixed assignments
Assignment delivery, reminders, and follow-up tracking
Phase II — Continued
Coach Management, Renewal & Future Scope
Future Scope — AI-Assisted Homework Generation: You have described a workflow where Zoom call summaries and notes are used to generate personalized homework for each client after each session. This is a separate technical integration (Zoom + AI + GHL) and will be scoped and priced as a standalone engagement once Phase II is operational. It is not included in this phase.
Coach Management & Renewal
Coach user roles and permissions
New coach account setup and system onboarding (per coach added)
Coach calendar creation and automation configuration (per coach)
Client assignment logic
Coach sales call pipeline (coaches support client acquisition until at capacity)
Revenue split tracking framework (coach share vs. company share)
Reporting visibility for administrators
Renewal reminder automation and follow-up workflows
Payment links for continued coaching
Phase II
Phase II — Timeline & Investment
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
Deploy the infrastructure required to support two recurring community memberships that provide group coaching and ongoing engagement. Bootcamp clients automatically receive complimentary community access as part of their program.
Phase III Details
Timeline: 3–5 Weeks
Investment: $19,500
1
Membership Platform
Configuration of both community platforms (Community 1 and Community 2)
Discussion categories and content sections for each community
Onboarding automation per community
2
Subscription Billing System
Monthly subscription setup ($197 or $297 — final pricing to be confirmed)
Annual subscription option (12 months paid upfront, 2 months free)
Beta/launch pricing configuration ($97 introductory rate for founding members)
Discount structures
Subscription management workflows
Billing notifications and receipts
3
Member Access Control
Automatic complimentary access for active Bootcamp clients
1 free month trigger for new community members joining from other channels
Subscription-based access for standard community members
Cancellation save sequence before final cancellation
Cancellation and downgrade automation
4
Community Onboarding & Engagement
Welcome automation sequence
Member orientation messaging
Weekly group coaching session reminders
Re-engagement sequences for lapsed or inactive members
Upgrade nurture sequence (community members → Bootcamp 1-on-1)
Phase III — Continued
Phase III — Future Scope & Investment
Future Scope — Digital Product Backend Automations: Three digital products are currently being built by a separate agency. Once those products are delivered, any backend delivery automations, access control, or post-purchase workflows required within GHL will be scoped and priced separately. This is not included in Phase III.
Timeline
Estimated completion: 3–5 weeks after Phase II is operational
Investment: $19,500
50% due at project start
50% due upon completion
Engagement Structure
Phased Investment Summary
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 while the coaching engine is being built. Each phase can be initiated and approved independently, allowing the business to validate each system before expanding into the next stage.
Client Responsibilities & Scope of Engagement
Client Responsibilities
To ensure timely execution, the following must be provided by the client before or during the relevant phase:
HighLevel account access
Stripe account access
Domain / DNS access (if required)
Zoom account access
Finalized coaching pricing structures and program details
Branding assets
Community training materials and content
Digital product assets (when available from external agency)
Note: Content creation, copywriting, and media production are not included in this engagement unless separately scoped. Automation workflows will be built around placeholder or client-provided copy.
What This Engagement Includes
CRM architecture, pipeline setup, and stage-level automation
Email and SMS workflow design and trigger configuration
Booking calendars, Zoom integration, and scheduling automation
Stripe integration, payment plans, and contract automation
Client and coach onboarding workflows
Community platform configuration and membership billing
Subscription access control and lifecycle automation
Coach account setup, calendar configuration, and assignment logic
Reporting and administrative visibility
What Is Not Included
Copywriting or content creation for emails, SMS, or any messaging
Day-to-day operational management or campaign execution
Marketing strategy or paid advertising setup
AI-assisted homework generation (to be scoped separately — see Phase II)
Digital product backend automations (to be scoped separately — see Phase III)
Any integrations, platforms, or workflows not explicitly listed in this proposal
Change Order Policy & Revenue Impact
Change Order Policy
This proposal defines the full scope of work for each phase. Any request for work outside the defined scope will be documented and presented as a written change order prior to execution. Change orders will include a description of the additional work, estimated timeline, and investment. No out-of-scope work will be performed without written approval.
Revenue Impact Scenario
Once implemented, this infrastructure will support:
Automated client enrollment and payment collection
Structured coaching delivery across multiple coaches and scheduling models
Scalable coach management with clear client assignment and revenue tracking
Recurring community membership revenue from two active communities
$90K
Bootcamp Coaching
15 clients × $6,000
$14.8K
Community Membership
50 members × $297
$100K+
Potential Monthly Revenue
Combined across both streams
This infrastructure is designed to support growth beyond this level without requiring significant operational changes.
Next Steps & Approval
Ready to Begin
Upon approval of Phase I, development will begin immediately while Phase II planning proceeds in parallel. This allows investor deals to be distributed while the coaching engine is being built.
Approved by:
___________________________________
Date:
___________________________________
Total Investment Summary
Phase I: $6,000
Phase II: $26,500
Phase III: $19,500
Combined Total: $52,000
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