🚀 Proposal 01 — Building The Machine→ Upcoming

Shedly Test (S48)Building The Machine

Phase 1 gives The Scholarship Plug one system instead of five — with two automations running from day one so leads and follow-ups stop falling through.

Start Phase 1 — $1,200 Deposit →Review the phases

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

Phase 2 sized after Phase 1 delivers

Phase 1 Kickoff

Deep-dive on approval

Tue or Wed of your return week

Phase 1 Investment

$2,400

50% on approval · 50% on delivery · +$150/mo platform

Phase 1 due on approval. Phase 2 invoiced when Phase 1 ships.

“I am the biggest cost of this business”
— Shedly Casseus, in our discovery

Here's what we're building.

Where this goes

From where you are now to where you land after this engagement.

Where you are now

A separate spreadsheet for each organization — none talk to each other
Wix membership data, intake forms, and contacts sitting in three different places
Manual invoicing and manual follow-up — every cycle starts from scratch
Engagement reports for Broward County, the school board, and private clients built by hand
You in every meeting, every follow-up, every recap

Where you end up

One CRM with every student, parent, school contract, and org contact
Wix form submissions flowing straight into the CRM — no copy-paste
Two automations handling the follow-ups you're missing today
A clear pipeline view of every school and organizational contract by stage
A foundation Phase 2 can build the accountability system and second brain on top of

The phases

Each phase is a distinct delivery — not a vague milestone.

Phase 1

CRM Foundation + Data Consolidation + Automations

Investment

$2,400

Outcome

The Scholarship Plug runs on one system instead of five. Spreadsheets, Wix forms, and contact records are consolidated into a managed CRM. Two automations are live and taking work off your plate from day one.

What we'll do

1-hour deep-dive session to map your current workflows, data, and Wix setup
Stand up the CRM, configured around how The Scholarship Plug actually operates
Migrate cleaned spreadsheets, Wix form data, and contact records into the CRM
Build two priority automations — chosen together in the deep-dive (follow-up sequences and intake routing are the leading candidates)
Configure the school/organization pipeline with deal stages that match how you sell today
1-hour training session so you and your team can actually use it

What you walk away with

Working CRMConsolidated data2 live automationsSchool pipeline viewTrained teamFoundation for Phase 2

Investment

$2,400

50% on approval · 50% on delivery

$150/month CRM platform fee (billed by platform directly)

Settle the 50% Deposit — $1,200 →

Phase 2

Student Accountability & Second Brain

Investment

Sized after Phase 1

Outcome

The accountability system you're partly running by hand becomes automatic — students get nudged, parents and orgs get visibility, and the engagement reports you build manually for Broward County and the school board generate themselves. The second brain captures the scholarship counseling expertise you carry in your head and makes it available to the team without you in every meeting.

What we'll do

Automated student login + engagement tracking with heat-map logic
Escalation alerts to paying orgs when engagement drops
Auto-generated activity and engagement reports per contract
Second brain — a trainable AI persona that carries your counseling knowledge
Calendar + booking integration with reminders and save-the-date notifications

What you walk away with

Automated accountability systemAuto-generated org reportsAI second brainCalendar + booking integration

Pricing

Pricing is grounded in what Phase 1 reveals — we won't quote it before then; it would be a guess.

Why this sequence

Phase 1 before Phase 2 because the accountability system and second brain both need clean, centralized data to work on. Building automation on top of five disconnected spreadsheets means automating chaos — and that's a worse problem than the one you have now. Once the CRM is the source of truth, Phase 2 becomes a straightforward build instead of a rescue mission.

Investment

Phase 1 is priced and ready. Phase 2 gets sized after Phase 1 delivers.

Phase 1

$2,400

50% on approval · 50% on delivery

Deposit (on approval)$1,200

Delivery (on ship)$1,200

CRM platform fee$150/mo

Platform fee billed directly by the platform — not MetAiBlock.

What's included

1-hour deep-dive scoping session
CRM setup and configuration
Data migration from spreadsheets and Wix
2 priority automations
School/organization pipeline configuration
1-hour training session
Direct line to Charles during build

Settle the $1,200 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.

Phase 2

Decisions, not dollars.

Phase 2 is sized after Phase 1 delivers — because the data will tell us what's actually needed.

What you commit

Completing Phase 1 and making the data real
A follow-up conversation once Phase 1 ships
Deciding whether Phase 2 is the right next move

What MetAiBlock commits

A Phase 2 scope grounded in what Phase 1 reveals
No inflated pricing — sized to what the data demands
No Phase 2 commitment required until you say go

Phase 2 is intentionally not priced yet — we'll size it together once Phase 1 is live and the data tells us what's actually needed.

Next steps

In order. Nothing runs in parallel until Step 1 is done.

Approve this proposal and settle the 50% deposit

Kicks off scheduling and gives us the go-ahead to prep the deep-dive.

Settle the deposit — $1,200 →

Answer the 8 questions below

Reply here or send over the weekend — whatever's easier from the road.

Answer the questions →

Send the data assets

Cleaned spreadsheets, Wix form/usage notes, and any current workflow docs you already have.

Lock the deep-dive

Tuesday or Wednesday of your return week, 1 hour.

Phase 1 build + training

Runs from the deep-dive through delivery; second invoice on delivery.

A few things before the deep-dive

None of these block the deposit — they shape the conversation. Five minutes, real answers.

We only use these answers to prepare your proposal.

Your name

Your email

About your data

1. Roughly how many student records live across your spreadsheets today? (Rough count is fine — 100s, 1,000s, 10,000s?)

2. How many active school / organizational contracts are running right now?

3. Are the spreadsheets you mentioned as 'cleaned' ready to share, or do they need a pass first?

About Wix

1. What's your Wix setup used for today — membership login, intake forms, content, or all of the above?

2. Are you open to Wix forms feeding into the CRM (most likely path), or do you need Wix to stay the source of truth?

About the two automations

1. If you could pick the two follow-ups that are costing you the most right now, what are they? (e.g., student no-shows, parent intake, scholarship deadlines, org check-ins)

About scheduling

1. Tuesday or Wednesday of your return week for the 1-hour deep-dive — which works better?

2. Any week-of conflicts we should know about before locking the training session?

Questions you'll have

Honest answers, no spin.

Ready to start?

Settle the $1,200 deposit to kick off the deep-dive and lock your start week.

Settle the $1,200 Deposit →Or book a conversation 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.