Proposal 01 — Unified CRM + AI LayerUpcoming

Unified CRM + AI Layer

One customized CRM. Live segmentation. An AI layer Linda can talk to. And a broker-identification workflow that catches the Brandsurfs before they poach your leads.

Start Phase 1 — $1,250 DepositView full scope

Review the phases

What we deliver, week by week

Answer the scoping questions

Sharpen the discovery conversation in 5 minutes

Review per-phase investment

Phase-by-phase breakdown + payment timing

Investment Overview

Engagement shape

2-Phase build + recurring

Foundation → ongoing operations

Phase 1 timeline

30-day trial window

Kickoff within 5 business days of deposit

Phase 1 investment

$2,500 total

$1,250 deposit to start · balance after 30-day trial

Phase 1 due on approval. Phase 2 ($150/mo) invoiced at the end of the 30-day trial.

“We're starting from zero every single time.”

— from our discovery

Here's what we're building.

Where you are → where you'll be

Where you are now

  • Attendee data split across two registration systems — merged manually every week
  • ActiveCampaign handles email but can't unify all four entity types in one place
  • Every attendee gets the same push message — no segmentation between first-time explorers and serious buyers
  • Brokers register under personal emails, pass as attendees, and poach exhibitor leads — caught only by hand-searching for "realtor" in Excel
  • ~20 hours a week in show mode goes to manual list work that should be automatic
  • No relational history across entity types — no LTV, no centralized record, no reactivation system

Where you'll be after this

  • One customized CRM holds attendees, exhibitors, partners, and service providers — relationally, with history
  • Registration data flows in automatically — no weekly merge
  • Segmentation is live: first-timers, serious buyers, exhibitors, and partners each get the message meant for them
  • AI layer cross-references registration data against LinkedIn and public sources, flags brokers before they enter the funnel
  • Linda can query her data in plain English and get an answer in seconds
  • GDPR-compliant from day one, with a signed data confidentiality agreement

Phases

Each phase is a discrete, deliverable step — scoped so you know exactly what you're committing to before the next one starts.

Phase 1Foundation

Unified CRM + Segmentation + AI Layer

MFV runs on one customized CRM with real segmentation and an AI layer Linda can actually talk to — and brokers get caught before they hit the funnel.

What we do

  • Stand up a customized CRM as the single source of truth for attendees, exhibitors, partners, and service providers
  • Migrate and reconcile the two registration data sources so the weekly manual merge ends
  • Build the core segmentation model — first-time explorers vs. serious buyers vs. exhibitors vs. partners — and the workflows that route each segment to the right message
  • Configure the AI layer (Claude) on top of the CRM: natural-language querying, AI-assisted outreach drafting, and the broker-identification workflow (cross-referencing registration data against LinkedIn and public sources)
  • Wire in exhibitor deadline reminders and the post-show attendee follow-up flow that is manual today
  • Ship a GDPR-compliant data confidentiality agreement alongside the build

What you walk away with

  • A working customized CRM with all four entity types unified
  • Live segmentation and automation workflows
  • A configured AI layer Linda can query in plain English
  • The broker-identification workflow running against your registration data
  • A signed GDPR / data confidentiality agreement
  • A 30-day trial window — if it does not earn its keep, you owe nothing further

Included at no additional charge

  • AI layer configuration (Claude integration, natural-language querying, AI-assisted outreach)
  • Broker-identification workflow
  • GDPR / data confidentiality agreement
The exchange: The AI layer is included at no additional charge in exchange for MetAiBlock being named MFV's Official AI Partner Agency, with shared access to your franchisor network (~400–500 unique exhibitors/year) to offer AI and CRM services — and a revenue-share on those engagements.

$2,500

$1,250 Deposit to start · $1,250 Balance after 30-day trial

Pay $1,250 Deposit — Start Phase 1
Phase 2Ongoing

Monthly CRM + AI Operations

The system stays AI-ready and in motion month-over-month, with hosting, AI layer access, and support handled.

What we do

  • Host and maintain your customized CRM
  • Keep the AI layer current and available
  • Provide ongoing support as you scale segments and workflows across the five-expo calendar

What you walk away with

  • Fully hosted CRM — no infrastructure overhead
  • AI layer stays current and available
  • Ongoing support across all five expos

$150/month, recurring

First invoice at the end of the 30-day trial

Plus a ~$20/mo Claude subscription billed directly to MFV

Pay Phase 2 Invoice

Why this order

The sequence is not a preference — it's the only order that works.

CRM first

Without it, every other improvement — segmentation, AI querying, broker filtering, lead monetization — is built on sand. ActiveCampaign can't hold the four entity types relationally, and that's the constraint.

Segmentation before AI outreach

An AI that drafts messages to an unsegmented list just sends the same push message faster. The segments are what make the AI valuable.

AI layer in Phase 1, not later

The broker-identification use case — the one that gets Martin's sign-off — depends on it. Splitting it out would gut the ROI argument.

Pre-qualification and lead monetization deferred

They require Phase 1 to be live and producing clean segment data first. Doing them in parallel would force MFV to redesign registration intake before the CRM that holds the results exists.

Paid media and AEO parked, not declined

Paid media sits with Andre and is Martin's call, not ours to touch. AEO is a real future move but premature until the CRM and content foundations are in place.

Investment

Phase-by-phase breakdown. Pay only what you've committed to, when you've committed to it.

Phase 1

$2,500

total investment

  • $1,250 deposit to start
  • $1,250 balance after 30-day trial
  • If the system isn't earning its keep, you owe nothing further

Included at no additional charge

  • AI layer configuration (Claude integration, natural-language querying)
  • Broker-identification workflow
  • GDPR / data confidentiality agreement
Pay $1,250 Deposit — Start Phase 1

Phase 2

$150

/month, recurring

  • Invoiced monthly; first invoice at the end of the 30-day trial
  • + ~$20/mo Claude subscription billed directly to MFV

Why the AI layer is free

The AI layer is free in return for MetAiBlock being named MFV's Official AI Partner Agency — shared access to your franchisor network (~400–500 unique exhibitors/year), with a revenue-share on AI and CRM engagements we run for them. We see the monetization opportunities your audience represents; this turns a vendor relationship into a partnership.

Total to commit today

$1,250

Pay $1,250 to Start

Questions for you

A few things to lock down so the proposal lands cleanly with Martin and Phase 1 starts on the right footing. Even rough answers sharpen the case.

Your details

We only use these answers to prepare your proposal.

About the broker problem (the Martin unlock)

About segmentation

About data + GDPR

About timing

Next steps

Close before end of June so Phase 1 is live ahead of your next expo cycle.

  1. Review this proposal

    Flag anything that needs to change before it goes to Martin.

  2. Answer the questions below

    Even rough answers — they sharpen the case for Martin and de-risk Phase 1 kickoff.

    Go there →

  3. Take it to Martin

    Lead with the broker-identification ROI — that's the unlock. The split payment and 30-day trial are the de-risk structure.

  4. Settle the $1,250 deposit

    That triggers kickoff and the GDPR agreement countersignature.

    Pay $1,250 Deposit

    Our booking page shows 15-minute slots by default. Once we review your request, we'll extend the hold to the right length — it's part of how we keep our calendar honest.

  5. Kickoff call within 5 business days of deposit

    We map your registration data, lock the segmentation model, and set the 30-day trial clock.

FAQ

Answers to the questions every decision-maker asks.

ActiveCampaign is an email tool — it holds contacts and sends messages. What you need is a system that holds attendees, exhibitors, partners, and service providers as related records, with history, with the ability to layer AI on top. That's a different category of system. Trying to stretch ActiveCampaign to do this would cost more in workarounds than the new CRM costs to set up.

Nothing breaks. The proposal is good for 30 days — no commitment until the deposit. If he wants a smaller starting scope, we'll talk. If the answer is no, the IFE workshop relationship continues and we revisit when timing's right.

After the $1,250 deposit, we build Phase 1 and run it live for 30 days. If at the end of that window the system isn't earning its keep — broker flagging isn't working, segmentation isn't sticking, Linda isn't getting value from the AI layer — you tell us and the second $1,250 is not invoiced. We don't claw back what was built; you keep using it until you choose to stop.

Real but bounded — roughly 4–6 hours across the first two weeks for data mapping and segmentation decisions, then 1–2 hours a week through the trial. The AI layer is built to amplify Linda's pattern recognition, not replace it; she stays hands-on with the work she's good at, and the system absorbs the manual grind.

Understood and built in. A data confidentiality agreement ships with this proposal for your legal team. The CRM and AI layer are configured GDPR-compliant from day one — data residency, consent tracking, right-to-erasure flows.

No catch — it's an exchange. MetAiBlock becomes MFV's Official AI Partner Agency, with shared access to your franchisor network (~400–500 unique exhibitors a year) to offer them AI and CRM services, and a revenue-share on those engagements. We see real monetization opportunities in your audience that you're not currently capturing; the partnership lets both sides benefit from solving them together. If the partnership structure doesn't work for MFV, we can price the AI layer separately — but the free-in-exchange-for-partnership model is the better deal for both sides.

Deliberately out of scope for Phase 1. Andre's relationship sits there and that's Martin's call to make, not ours to displace. We can revisit if and when Martin directs it.

Premature without segmentation. A newsletter today would be the same "push mark" problem at higher volume. Once Phase 1's segments are live, a newsletter becomes a real lever — that's the right time to launch it, not before.

Once Phase 1 is running, registration intake gets redesigned to capture budget, franchise category, and decision stage at sign-up. That creates qualified lead segments that exhibitors will pay premium access to — a new revenue stream for MFV that doesn't exist today. Scoped after Phase 1 results inform the design.

Ready to stop starting from zero?

Settle the $1,250 deposit and we kick off within 5 business days. The 30-day trial clock starts on delivery — if the system isn't earning its keep, the second invoice doesn't get sent.

Pay $1,250 DepositBook a call first

Our booking page shows 15-minute slots by default. Once we review your request, we'll extend the hold to the right length — it's part of how we keep our calendar honest.