Proposal 01 — Out of the Day-to-Day→Upcoming

Chivas Davis EnterprisesOut of the Day-to-Day

Four phases to remove you from delivery — CRM first, then franchisee rollout, then marketing, then AI inside the workflows.

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.

🚀Engagement Overview
Engagement Shape
4 Phases
Each approved separately
Next Milestone
June 2 Call
Phase 1 business + pricing
Investment
Scoped Phase by Phase
Finalized at discovery

Pricing is grounded in the value each phase unlocks — discussed at discovery.

“taken out of the day to day”

— Chivas Davis, in our discovery

Here's what we're building.

Where we are → Where we end up

The transformation

Where you are now
  • ✕Personally the delivery bottleneck — Paint with Faith cannot hit five bookings a day with you as the only operator.
  • ✕The Whole Armor sells, but no system captures customers or brings them back.
  • ✕Contacts, pipelines, invoicing, and reporting scattered across ventures — nothing centralized.
  • ✕No defined ICP and no signaling system — no way to speak to each segment.
  • ✕Franchisees exist, but each one starts on a different setup — onboarding is manual every time.
Where you end up
  • ✓One customized CRM you operate yourself — contacts, pipeline, assignments, invoicing, reporting in one place.
  • ✓Both businesses and every franchisee on the same foundation, with one-click deploy for new franchisees.
  • ✓A defined ICP and signaling system that tells you how to speak to each customer segment.
  • ✓Paint with Faith bookings flowing automatically — delivery handoff that does not require you.
  • ✓AI operating inside the workflows — running the day-to-day so you do not have to.
The Engagement

Four phases. Four decisions.

Phase 1 · Foundation Step

CRM Foundation

Outcome

You have one customized CRM you can run yourself — contacts, pipeline, assignments, invoicing, and centralized reporting — standing up for one business, chosen on the June 2 call.

What we do
  • ▸Confirm Phase 1 business on the June 2 discovery call (Paint with Faith or The Whole Armor).
  • ▸Audit your existing CRM login and migrate what is worth keeping.
  • ▸Build out your customized CRM: contacts, pipeline stages, assignments, invoicing, centralized reporting.
  • ▸Configure it so you can operate it yourself — no black box, no vendor lock-in on day-to-day function.
  • ▸Train you and document the system in plain language so you own how it runs.
What you walk away with
✓ A working CRM you operate yourself✓ One business fully running inside it✓ Plain-language documentation✓ A clean foundation for Phases 2–4
Why this is the AI step

Everything we build later — franchisee rollout, marketing automation, AI inside the workflows — depends on your work and your data living in one clean, structured place an AI can actually act on.

Pricing finalized on the June 2 discovery call.
Phase 2 · Step Two

Scale to Second Business + Franchisee Deploy

Outcome

Your second business runs on the same CRM, and every franchisee can be onboarded with a one-click deploy onto the same structured foundation.

What we do
  • ▸Extend the CRM to your second business — same architecture, tuned to its workflow.
  • ▸Design the Paint with Faith delivery handoff so you are no longer the required operator.
  • ▸Build the franchisee one-click deploy — a standardized template every franchisee starts on.
  • ▸Document franchisee onboarding so it runs without you.
What you walk away with
✓ Both businesses on one CRM✓ One-click franchisee deploy✓ Paint with Faith delivery handoff design✓ Standardized onboarding
Why this is the AI step

Once every business and every franchisee operates inside the same structured system, AI can be put inside any of them later without rebuilding the foundation.

Invoice scoped after Phase 1 wraps.
Phase 3 · Step Three

Marketing, ICP & Bookings Automation

Outcome

You have a defined ICP, a signaling system that tells you how to speak to each segment, and Paint with Faith bookings flowing automatically — five-a-day becomes structurally possible.

What we do
  • ▸Define the ICP for each business — schools, churches, workshops for The Whole Armor; the right segments for Paint with Faith.
  • ▸Build the signaling system so you know how to talk to each customer type.
  • ▸Stand up the bookings automation for Paint with Faith targeting five-plus bookings per day.
  • ▸Build the repeat-customer capture loop for The Whole Armor.
  • ▸Wire all of it back into the CRM so marketing and sales feed clean data into the foundation.
What you walk away with
✓ Defined ICPs per business✓ A working signaling system✓ Bookings automation live✓ Repeat-customer loop running✓ Marketing + sales feeding the CRM
Why this is the AI step

Marketing, ICP signaling, and bookings stop being manual judgment calls and start running as repeatable, data-fed processes. AI begins to beat doing it by hand because everything it needs is now structured.

Invoice scoped after Phase 2 wraps.
Phase 4 · The Destination

AI-Driven Day-to-Day Operations

Outcome

AI runs inside the workflows you already use — operating the day-to-day across both businesses and your franchisee network — and you are out of delivery.

What we do
  • ▸Identify the day-to-day operations across both businesses where AI can take over from you.
  • ▸Put AI inside each of those workflows — operating inside the CRM and systems built in Phases 1–3.
  • ▸Automate the proven workflows so they run without manual intervention.
  • ▸Move toward agentic operation — AI not just executing steps but managing them.
  • ▸Hand you the controls — visibility, override, and reporting so you direct without operating.
What you walk away with
✓ AI operating inside your workflows✓ Automated day-to-day across ventures✓ Agentic operation in proven workflows✓ You directing, not delivering
Why this is the AI step

Every earlier phase exists to make this one possible. With clean data, mapped workflows, and proven automation in place, AI now genuinely runs the day-to-day.

Invoice scoped after Phase 3 wraps.
Why this order

The sequence you laid out

You laid this sequence out yourself at the expo — we are reflecting it back because it is right. The order matters, and each phase exists because the next one would fail without it.

1
Phase 1 first

AI, marketing, and franchisee rollout all need one thing first: your work and data living in one clean, structured place. The CRM is that place.

2
Phase 2 next

Once one business runs on the foundation, scaling to the second and to franchisees is a multiplier — and the Paint with Faith delivery handoff frees you before marketing volume hits.

3
Phase 3 third

Marketing and bookings automation drive volume — and you only want more volume after the foundation can hold it without you.

4
Phase 4 last

AI inside the workflows only works once those workflows exist, are mapped, and feed clean data. Skip the earlier phases and the AI has nothing real to operate on.

Investment

4 decisions — not one big one.

Decisions, not dollars
Priced at discovery.

Phase 1 pricing finalized on the June 2 call. Each phase after is sized when the prior one lands.

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Pricing scoped phase by phase — not packaged as one big number.

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Phase 1 pricing finalized on the June 2 discovery call, once we choose the Phase 1 business.

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Each subsequent phase priced and approved on its own merits, after the prior phase delivers.

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Full amount due on approval at each phase — no deposits, no surprises.

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You can stop after any phase and keep everything built so far.

Phase 1
CRM Foundation

Foundation step toward AI-ready operations — your customized CRM holding contacts, pipeline, assignments, invoicing, and reporting in one place an AI can act on.

Pricing finalized on the June 2 discovery call.
Book discovery →
Phase 2
Scale to Second Business + Franchisee Deploy

Second step toward AI-ready operations — your customized CRM extended to the second business and a one-click deploy for every franchisee, all on the same structured foundation.

Invoice scoped after Phase 1 wraps.
Book discovery →
Phase 3
Marketing, ICP & Bookings Automation

Third step toward AI-ready operations — ICP definition, signaling system, and bookings automation layered on top of the customized CRM so marketing and sales feed clean data back in.

Invoice scoped after Phase 2 wraps.
Book discovery →
Phase 4
AI-Driven Day-to-Day Operations

Final step toward AI-ready operations — AI given the tools to run the day-to-day inside your customized CRM and workflows, removing you from delivery.

Invoice scoped after Phase 3 wraps.
Book discovery →
Book the Review →

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.

Scoping questions

Questions for you

A handful of things we did not cover at the expo. Your answers shape the June 2 call and how Phase 1 is priced.

Phase 1 business selection
Current systems & data
Team & operations
Marketing & ICP context (for Phase 3 prep)

We only use these answers to prepare your proposal.

What happens next

Next steps

Deadline

Proposal lands before the June 2 call by design. We want you reading it ahead of time, not on the call.

1
Read this proposal before our June 2 call.

Flag anything that does not match what you had in mind at the expo.

2
Answer the questions above.

Your answers tighten Phase 1 scope and pricing before we get on the call.

3
Send over your existing CRM login

And the contact info for whoever originally set it up.

4
Tuesday, June 2 — discovery call.

We pick the Phase 1 business, finalize Phase 1 pricing, and confirm kickoff.

5
Approve Phase 1.

Phase 1 invoice fires on approval, and we begin.

Common questions

FAQ

Because marketing, franchisee rollout, and AI all need the same thing first — your data and your work in one clean, structured place. Without that, the later phases have nothing real to operate on. You said it yourself at the expo: CRM first, then scale, then marketing, then AI.

Yes. The engagement is phase-gated by design — you approve each phase only after seeing the prior one work. Everything built in completed phases stays yours: the CRM, the documentation, the franchisee deploy template, the marketing system. No lock-in.

Yes — that is the requirement you set, and the build is designed around it. No black box. You get plain-language documentation, training, and direct ownership of how it runs day to day.

Explicitly out of scope. You mentioned it as context — that it pulls physical presence away from the two businesses that matter. We are not building anything for it. If that situation changes, we can talk about it later.

Because Phase 1 pricing depends on which business goes first, and we agreed that decision happens on the June 2 call. Quoting a number now would mean either padding for the unknown or revising later — neither is honest.

Timeline is one of the things we finalize on June 2, once we know which business is Phase 1 and what data lives where. We will give you a real number on the call — not a range we have to walk back.

The CRM foundation is built to extend — that is the whole point of Phase 2. If a new venture becomes priority, we can scope it as an extension once Phase 1 is solid.

Ready to begin

Book the discovery conversation.

June 2 — we pick the Phase 1 business, finalize Phase 1 pricing, and confirm kickoff.

Book the June 2 call →

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.

Questions? future@metaiblock.com