Proposal 01 — Reclaim Your TimeUpcoming

Brooklyn Robot FoundryReclaim Your Time

Three independent phases. Each delivers immediate value. Together, they prepare BRF for an AI-run operation.

Start Phase 1 — $1,250 DepositReview the phases

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.

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

Engagement Overview

Phases

3 Phases

CRM Foundation → Workflow Map → AI Dashboard

Phase 1 Timeline

3–5 Days

From kickoff to live CRM

Phase 1 Investment

$2,500

$1,250 deposit to start + $150/mo

Phase 1 deposit due on approval. Phases 2 and 3 are each committed independently — invoiced when you say go, never ahead of value.

“The development process is too manual. It needs to have some automations to that process.”

— Richard Snow, in our discovery conversation

Here's what we're building.

Why you're really doing this

Richard is not just trying to save two hours a morning. He is preparing Brooklyn Robot Foundry to be run by AI — present tense, not someday. The world is already shifting. Franchises that get their data and workflows in order now will be able to hand routine operations to AI agents. Those that don't will keep hiring for tasks machines should be doing. These three phases are the foundation of that future. Not a project. A posture.

The path to an AI-run business

Structured data

AI can only act on data that lives in one place. Phase 1 builds that place.

Phase 1

Mapped workflow

Automation has to follow the real workflow — not a guessed version. Phase 2 captures it.

Phase 2

AI in the seat

Phase 3 puts AI inside the routine — the morning brief, the follow-ups, the flags.

Phase 3

Agentic future

Phases 4+ hand routine operations to AI agents entirely. This work makes that possible.

Future roadmap

Where things stand vs. where they end up

Three phases. By the end, the operation looks fundamentally different.

Today

  • 10 disconnected tools — none of them talking to each other
  • ~2 hours every morning, manually stitching the picture together
  • Business development stalls when a teacher calls out
  • No real-time view of pipeline health or zip code performance
  • HubSpot + MailChimp renewal pressure in July
  • Co-owner workflow invisible in any single system

After Phase 3

  • One CRM — contacts, pipeline, email, payments, forms, surveys
  • Morning workflow fully mapped with both co-owners aligned
  • Single AI-written morning brief: scheduling, inventory, email, financials
  • Clean structured data — the foundation every AI step needs
  • HubSpot + MailChimp retired, renewal cost gone
  • Co-owner view built in from day one

Current state → Phase 1 outcome

HubSpot
MailChimp
Stripe
Gmail
Google Sheets

After Phase 1

One CRM

Pipeline · Email · Payments · Forms · Access

The morning routine, transformed

Phase 3 takes a 2-hour manual process across 10 tools and replaces it with a single AI-written brief. What the brief says, and what it prioritizes, is determined in Phase 2.

Morning routine: before and after

Current — manual

~2 hours
Gmail
20 min
HubSpot
15 min
MailChimp
10 min
When I Work
15 min
QuickBooks
10 min
Stripe
10 min
Franchise Inv.
10 min
Google Sheets
10 min

After Phase 3 — AI-driven

10 min

AI Morning Brief

3 follow-ups need attention · 1 late payment · 2 schedule gaps · Pipeline healthy · Inventory OK

GmailStripeSchedulingQuickBooksFranchisePipeline

All sources · AI synthesized · One screen

Phase relationship overview

Each phase is independent — each one enables more

Phase 1

CRM Foundation

Working CRM, live

HubSpot retired

enables

Phase 2

AI Workflow Consulting

Documented workflow map

Co-owner alignment

enables

Phase 3

Custom AI Dashboard

One-screen morning brief

Real-time KPI view

The three phases

Each phase delivers real, standalone value. Each one also makes the next phase more powerful. The order is the fastest path — not the only path.

Phase 1

Replace the fragmented stack with one structured place

CRM Foundation

HubSpot and MailChimp replaced by one customized CRM — pipeline, email automation, forms, payments, co-owner access. The structured data foundation that AI will later act on.

What we deliver

  • Customized CRM — pipeline stages, email sequences, intake forms, surveys, payment collection
  • Contact and pipeline migration out of HubSpot
  • Email list and sequence migration out of MailChimp
  • Stripe connected so payments flow into the same customer record
  • Co-owner access configured — both co-owners see the same picture
  • Live walkthrough before anything goes to production

What you walk away with

Working CRM, liveHubSpot retiredMailChimp retiredUnified contact + pipeline recordCo-owner access active

Stands alone: Phase 1 delivers standalone value whether or not you proceed to Phase 2. You walk away from a working CRM that has already retired two tools and consolidated your contacts, pipeline, and payments into one record. Everything else is optional upside.

$2,500 one-time + $150/month ongoing

50% deposit ($1,250) at kickoff, balance on delivery

Timeline: 3–5 days from kickoff

Settle Phase 1 Deposit — $1,250
Phase 2

Map the workflow you actually run — with both co-owners in the room

AI Workflow Consulting

Your real morning routine — end-to-end, step by step — documented with both co-owners in the room. The workflow map becomes the spec that Phase 3 builds against, so the dashboard automates what you actually do.

What we deliver

  • 2–3 hour working session with both co-owners
  • Step-by-step walkthrough of the full morning routine
  • Every handoff, check, and alerting gap documented
  • Human vs. AI decision: which steps belong to each
  • Workflow map produced — becomes the Phase 3 build spec
  • Prioritized automation list ranked by time recovered

What you walk away with

Documented workflow mapCo-owner alignmentPhase 3 build specRanked automation list

Stands alone: Phase 2 is a complete deliverable regardless of Phase 3. You walk away with a documented workflow map, a prioritized automation list, and co-owner alignment. That document has value on its own — and is the exact build spec Phase 3 needs if you choose to proceed.

$1,350–$1,500 one-time

Paid in full at session start

Timeline: Scheduled after Phase 1 delivers

Phase 2 Invoice
Phase 3

Turn the mapped workflow into a 10-minute morning

Custom AI Dashboard

The 2-hour morning becomes a 10-minute review. One screen gives Richard and his co-owner an AI-written brief on what needs attention — before the first coffee is finished.

What we deliver

  • Dashboard built against the Phase 2 workflow spec
  • Connected feeds: scheduling, inventory, email, Stripe, QuickBooks, franchise inventory
  • AI summarization layer — a daily morning brief, not raw data
  • Real-time KPI and pipeline health surfacing
  • Live training session for both co-owners
  • Build runs 5–7 days depending on confirmed system count from Phase 2

What you walk away with

One-screen morning briefReal-time KPI viewAI-written daily summary2 hours recovered daily

Stands alone: Phase 3 requires Phase 1 (structured data) and Phase 2 (workflow map) to function correctly — but delivers a completely self-contained operating intelligence layer. After Phase 3, the morning routine belongs to AI.

$3,500–$4,500 one-time

50% at start, 50% on completion. Exact number confirmed after Phase 2.

Timeline: 5–7 days from Phase 2 delivery

Phase 3 Invoice

Why this order

Each phase can stop here and still deliver real value. The order is not a gate — it is the fastest path to more capability.

Phase 1 first because

AI works best on data that lives in one structured place. Consolidating contacts, pipeline, and payments into a single CRM is not a prerequisite for today's AI tools — it is what makes AI useful instead of noisy. Phase 1 builds that foundation.

Phase 2 first because

The dashboard has to automate the workflow Richard and his co-owner actually run — not a guessed or generic version. The consulting session documents every step, every system, every handoff, with both co-owners in the room so nothing gets missed.

Phase 3 first because

This is where the time recovery shows up. Phase 3 takes the documented workflow and the consolidated data and turns both into a live operating system. The first two phases make it possible; Phase 3 makes it real.

Investment

Total — all three phases

$7,350–$8,500

one-time + $150/month CRM

Only Phase 1 is invoiced now. Each phase is a separate commitment — you never pay ahead of value.

Start Phase 1 — $1,250 DepositBook the demo 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.

Phase-by-phase breakdown

Phase 1: CRM Foundation

$2,500 one-time + $150/month ongoing

50% deposit ($1,250) at kickoff, balance on delivery

Settle Phase 1 Deposit — $1,250

Phase 2: AI Workflow Consulting

$1,350–$1,500 one-time

Paid in full at session start

Phase 2 Invoice

Phase 3: Custom AI Dashboard

$3,500–$4,500 one-time

50% at start, 50% on completion. Exact number confirmed after Phase 2.

Phase 3 Invoice

What is included

  • CRM setup, HubSpot + MailChimp migration, Stripe connection, co-owner access
  • 2–3 hour joint workflow consulting session with documented output
  • Custom AI dashboard built to the workflow spec, live training session
  • Demo before signature — both co-owners see it working first
  • Direct access to MetAiBlock during build

Future roadmap

Not in scope now. On the path later.

  • Organizational Second Brain — The persistent AI layer that retains business context, learns the operation, and automates roughly 50% of routine tasks. Built on top of what Phases 1–3 deliver.
  • Multi-System AI Synthesis — AI that reads across all connected data sources — CRM, dashboard, financials, franchise feeds — and surfaces insight, flags anomalies, and drafts responses. This is exactly what Phases 1–3 make possible.
  • Amplify Franchise Financing AI Workflow — Same foundation applied to debt/equity sourcing and deal flow. Future engagement scoped separately.
  • Social Media Centralization — Flagged on the call. Scoped separately when the morning routine is reclaimed.
  • Hiring Automation — Parked until Phase 3 is live and daily operations are stabilized.

Pricing valid until July 3, 2026.

Next steps

Review this with your co-owner.

She is the gate. Nothing moves until you have both seen the proposal and the live demo.

Answer the scoping questions.

The form below sends straight to us. We need these before kickoff so Phase 1 is built for your exact stack — not a generic one.

Send the systems list, BRF brand SOP, and your daily time-sink summary.

You said you would send these after our call. They are the raw material for Phase 2.

Book the live demo.

Pick a time that works for both co-owners. We walk through the customized CRM live — before anything is signed or billed.

Book now

Approve and settle Phase 1.

When the demo lands and you are both ready, Phase 1 begins within 3–5 business days.

Pay deposit

Questions Richard will ask

Questions for you

A handful of things we need from you and your co-owner before Phase 1 kicks off. Answer in the form below — it goes straight to our inbox and you get a copy.

We only use these answers to prepare your proposal.

About your operation
About your co-owner
About scope

Ready to move forward?

Phase 1 kicks off within 3–5 days of deposit.

Start Phase 1 — $1,250 DepositBook the demo

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.