Proposal 01 — Reclaim Your TimeUpcoming

Brooklyn Robot FoundryReclaim Your Time

Three phases. One morning screen. The 2-hour routine becomes 10 minutes.

Start Phase 1 — $1,250 Deposit Review 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 & 3 invoiced when each prior phase ships — you never pay ahead of value.

“The development process is too manual. It needs to have some automations to that process.”
— Richard Snow, in our discovery

Here's what we're building.

Where we are → where we end up

Where we are now

10 disconnected systems — none of them talking
~2 hours every morning, 6 days a week, manually stitching the picture together
Business development stalls when a teacher calls out
No real-time view of pipeline health or which zip codes are converting
HubSpot + MailChimp renewal pressure in July
Co-owner workflow not visible in any single system

Where we'll be after this

One customized CRM — pipeline, email, payments, forms, surveys
Morning workflow fully mapped with both co-owners aligned
Single AI-summarized screen: scheduling, inventory, email, financials, follow-ups
Clean structured data — foundation for every later AI step
HubSpot + MailChimp retired, renewal cost eliminated
Co-owner view built in from day one

The three phases

Each phase is the prerequisite for the next. The order is not optional.

Phase 1

Replace the fragmented stack with one structured place

CRM Foundation

HubSpot and MailChimp replaced by one customized CRM that holds your contacts, pipeline, email, forms, and payments — the foundation any AI step has to sit on top of.

What we do

Stand up customized CRM — pipeline, email automation, forms, surveys, payments
Migrate contacts and active pipeline out of HubSpot
Migrate email lists and sequences out of MailChimp
Connect Stripe so payments flow into the same record as the customer
Configure user access for you and your co-owner — same view for both
Live demo walkthrough before anything goes live

What you walk away with

Working customized CRMHubSpot + MailChimp retiredUnified contact + pipeline viewCo-owner access set up

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

50% deposit ($1,250) to start, 50% on delivery

Timeline: 3–5 days from kickoff

Phase 2

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

AI Workflow Consulting Session

Your morning routine mapped end-to-end with both co-owners present, so Phase 3 automates the workflow you actually run — not a guessed version.

What we do

2–3 hour working session with Richard and co-owner
Walk through the morning routine step-by-step, system-by-system
Document every handoff, every check, every gap in alerting
Identify which steps AI can do better than a human, and which stay human
Produce a workflow map that becomes the build spec for Phase 3

What you walk away with

Documented morning workflowJoint co-owner alignmentDashboard build specPrioritized automation list

$1,350–$1,500 one-time

Paid in full at start of session

Timeline: Scheduled after Phase 1 delivers + co-owner availability confirmed

Phase 3

Turn the mapped workflow into a 10-minute morning

Custom Intelligent Dashboard

The 2-hour morning becomes a 10-minute review. One screen gives you an AI-written brief on what needs attention today — before you finish your first coffee.

What we do

Build the unified dashboard against the Phase 2 workflow spec
Connect scheduling, inventory, email, Stripe, QuickBooks, and franchise inventory feeds
Layer AI summarization — a daily morning brief, not raw data
Surface KPIs and pipeline health in real time
Live training session for you and your co-owner
Build runs 5–7 days depending on system count and complexity

What you walk away with

One-screen morning briefReal-time KPI visibilityAI-summarized daily reportTime back for business development

$3,500–$4,500 one-time

50% at start, 50% on completion. Final number set after Phase 2 maps system count.

Timeline: 5–7 days depending on system count and complexity

Why this order

Phase 1 first because

AI cannot summarize data that lives in 10 different systems. The CRM is the structured place the rest of the work sits on top of.

Phase 2 first because

The dashboard has to automate the workflow you actually run, not a generic version. The consulting session pins that down — with your co-owner in the room so nothing she does daily gets missed.

Phase 3 first because

This is where the time recovery actually shows up. The first two phases make it possible; this one makes it real.

Skipping ahead — dropping AI on the current 10-system setup — is what most vendors would sell you. It would not work, and you would blame the AI when the real problem was the foundation.

Investment

Total engagement

$7,350–$8,500

one-time + $150/month CRM

Only Phase 1 is invoiced now — Phases 2 and 3 are committed as the path, but billed as each one starts so you never pay ahead of value.

Start Phase 1 — $1,250 Deposit Book 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) to start, 50% on delivery

Settle Phase 1 Deposit — $1,250

Phase 2: AI Workflow Consulting Session

$1,350–$1,500 one-time

Paid in full at start of session

Phase 2 Invoice

Phase 3: Custom Intelligent Dashboard

$3,500–$4,500 one-time

50% at start, 50% on completion. Final number set after Phase 2 maps system count.

Phase 3 Invoice

What is included

Customized CRM setup, migration off HubSpot + MailChimp, Stripe connection, co-owner access
2–3 hour joint workflow consulting session, documented workflow map, dashboard spec
Custom dashboard build with AI morning brief, KPI surfacing, live training
Demo before signature — you and your co-owner see it working before any contract
Direct access to MetAiBlock during build, not a ticket queue

What is not in scope

Roadmap, not line items.

Organizational Second Brain — The AI layer that persists business context and automates ~50% of operational tasks. Sits on top of what we build here.
Amplify Franchise Financing AI Workflow — Same framework, applied to debt/equity sourcing. Future engagement.
Social Media Centralization — Flagged on the call. Scoped separately when you are ready.
Hiring Automation — Parked until the morning routine is reclaimed.

Pricing valid until July 3, 2026.

Next steps

Review this with your co-owner.

She is the gate — nothing moves until she has seen the proposal and the demo.

Answer the questions above.

The form below sends straight to us; you get a copy too. We need these before kickoff, not after.

Email us the systems list + BRF brand SOP + your written summary of daily time sinks.

You said you would send these — they are the raw material for Phase 2.

Book the demo.

Pick a slot that works for both of you. We will walk through the customized CRM live before you sign anything.

Book at metaiblock.com/booking

Approve and settle Phase 1.

Once the demo lands and you are both ready, setup starts within 3–5 days.

Pay Phase 1 deposit →

Questions you are probably already asking

Because AI cannot act on data that lives in 10 disconnected systems. The customized CRM is step 1 on the path — it is the structured place where your work and your data actually live. Without it, the morning dashboard in Phase 3 has nothing real to summarize, and any later AI step has no foundation to sit on. We do not sell AI as a bolt-on. We sell the foundation that makes AI usable in your business.

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.

Your name

Your email

About your operation

1. What is the actual HubSpot renewal date in July? We want to time the migration so you do not double-pay.

2. What are the must-keep features in HubSpot that we need to make sure the new CRM replaces 1-for-1?

3. Are there any active email automations or sequences in MailChimp we need to recreate exactly?

About your co-owner

1. What are her top 2–3 daily time sinks — the things that would make her say "if AI handled this, my day would change"?

2. Are there parts of the business she runs that you do not touch? We want to make sure her workflow is in the map, not just yours.

3. Any systems she uses that did not come up on our call?

About scope

1. Of the 10 systems you listed (HubSpot, MailChimp, WooCommerce, Stripe, QuickBooks, Slack, Gmail, When I Work, Google Sheets, franchise inventory) — which ones must show up in the Phase 3 dashboard, and which can wait?

2. Anything about the BRF brand SOP we should know before the consulting session?

3. When are you and your co-owner both available for the demo before signature?

Ready to move forward?

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

Start Phase 1 — $1,250 Deposit Book 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.