Proposal 01 — S37 Future Verification🚀 → Upcoming
Acme E2E Tester
S37 Future Verification

Replace manual lead routing with one unified HubSpot pipeline — form to CRM to personalized email to booked meeting. The 12 hours a week comes back.

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
3-Phase Build
Audit → Build → Train
📅
Starts
Phase 1 at kickoff
~1–2 weeks audit window
💡
Pricing
Deferred
Quoted per phase at discovery
💡

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

“Manual lead routing across three systems is consuming about 12 hours a week.”

— from our discovery

Here's what we're building.

Where you are. Where you'll be.

← Where we are now
  • Inbound leads land across three disconnected systems
  • ~12 hours/week spent moving leads between them by hand
  • No automated handoff between form capture, CRM entry, outbound email, and calendar booking
  • HubSpot is the system of record but isn't doing the orchestration work
→ After this engagement
  • One pipeline: form → HubSpot → personalized email → booked meeting
  • Zero manual routing required for standard inbound leads
  • HubSpot remains the source of truth — no platform replacement
  • Your team trained to own, monitor, and adjust the pipeline themselves

The Phases

Three decisions, not one. Each phase is self-contained — you can go/no-go at each boundary.

Phase 1 — Map the current state. Lock the build spec.

Audit & Discovery

Outcome

We map your current three-system flow end-to-end and lock the build spec — including which path (HubSpot-native vs. external orchestrator) is right for you.

What we'll do

  • ›Walk the existing inbound flow across all three systems and document where the 12 hours go
  • ›Inventory HubSpot setup: forms, properties, workflows, lifecycle stages, calendar tooling
  • ›Compare HubSpot-native vs. external orchestrator (Make / n8n) with tradeoffs
  • ›Identify decision-maker, approval path, and IT/ops dependencies
  • ›Deliver a build spec with the recommended path, scope, and a fixed Phase 2 quote

What you walk away with

✓Documented current-state flow✓Build spec with recommended path✓Fixed Phase 2 quote✓Go/no-go decision point
Pricing

Finalized at kickoff once we've confirmed scope of the audit. Phase 1 is intentionally small and self-contained — you can stop here with the build spec and decide later.

📅 ~1–2 weeks
Phase 2 — Build the pipeline. Go live.

Build & Implementation

Outcome

The unified pipeline is live. Leads flow from form to booked meeting without manual touch.

What we'll do

  • ›Build the form → CRM → personalized email → calendar pipeline on the chosen path
  • ›Configure HubSpot workflows, properties, and lifecycle stages
  • ›Set up personalized email sequences triggered by lead attributes
  • ›Wire calendar booking into the sequence so qualified leads self-book
  • ›End-to-end testing with real and synthetic leads before cutover

What you walk away with

✓Live pipeline✓Configured HubSpot workflows✓Personalized email sequences✓Booking flow integrated✓Test results & cutover plan
Pricing

Quoted at the end of Phase 1 against the locked spec. Based on what we've heard so far, Phase 2 is being scoped to land within your $8–12k build signal. Invoice issued at Phase 1 completion.

📅 TBD at Phase 1
Phase 3 — Your team owns it.

Training & Enablement

Outcome

Your team owns the pipeline. They can monitor it, adjust it, and extend it without us in the room.

What we'll do

  • ›Hands-on walkthrough of the live pipeline with the people who'll run it
  • ›Documentation: how it works, where to look when something breaks, how to make common changes
  • ›Live troubleshooting session against real scenarios
  • ›Define what 'healthy' looks like — metrics to watch, thresholds that should trigger a check

What you walk away with

✓Trained internal owner(s)✓Pipeline runbook✓Health metrics dashboard✓Confidence to operate independently
Pricing

Quoted alongside Phase 2 once scope of build is set. Invoice issued at Phase 2 completion.

📅 ~1 week after Phase 2

Why This Order

This sequence isn't arbitrary — running it differently costs you money or rework.

Phase 1 first
We won't quote a build until we've seen your three-system reality. The $8–12k range is sensible, but the right scope inside it depends on what the audit finds.
Phase 2 second
Building before training is the only order that works — you can't enable a team on a pipeline that doesn't exist yet.
Phase 3 last
Training lands when there's a live system to train against, not slides about a future one.

The Investment

Investment model

3 decisions, not one.

You asked for a phased quote, and that's how this is structured. Each phase has its own scope, its own price, and its own go/no-go.

  • Phase 1 (Audit & Discovery) priced and invoiced at kickoff — small, self-contained
  • Phase 2 (Build) quoted at the end of Phase 1 against the locked spec — targeted within your $8–12k build signal
  • Phase 3 (Training) quoted alongside Phase 2 — invoice issued at Phase 2 completion
  • You can stop after any phase. The deliverables from each one stand on their own.
  • Final pricing across phases depends on the path chosen in Phase 1 (HubSpot-native vs. external orchestrator)

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.

Phased pricing is the right model here because the build cost depends on decisions we'll make together in the audit — not assumptions made before it.

Next Steps

Reply to confirm Phase 1
A short note back is enough — we'll send the Phase 1 invoice and kickoff details.
Schedule the discovery deep-dive
60 minutes, your team and ours, walking the current three-system flow live.
Audit runs over ~1–2 weeks
We deliver the build spec and the fixed Phase 2 quote.
You decide on Phase 2
Green-light the build or stop with the spec — your call.
Ready to confirm Phase 1?
A short note to future@metaiblock.com is enough — or book directly.
Book a call →

Frequently Asked

Because the right build inside $8–12k depends on which path (HubSpot-native vs. external orchestrator) fits your setup, and we won't know that until the audit. Quoting blind here either pads the price to cover risk or under-scopes and creates change orders later. The audit removes both.

Yes. Phase 1 delivers a documented current-state flow, a recommended path, and a fixed Phase 2 quote. If you want to take that spec in-house or pause, you have everything you need.

No. HubSpot stays as your system of record. Both build paths we'll evaluate in Phase 1 are designed to work with your existing HubSpot instance, not replace it.

HubSpot-native means the pipeline lives inside HubSpot workflows — lower complexity, easier for your team to own, capped by what HubSpot natively supports. External orchestrator (Make, n8n) sits alongside HubSpot — more flexible, higher capability ceiling, slightly more to maintain. Phase 1 ends with a recommendation based on your specific flow.

Phase 1 is roughly 1–2 weeks. Phase 2 build timeline gets locked in the Phase 1 spec. Phase 3 is typically 1 week after Phase 2 wraps. We'll firm all of this up in the discovery deep-dive.

For Phase 1, the person who owns HubSpot today and the person feeling the 12-hour-a-week pain. For Phase 2, mostly async — we build, you review checkpoints. For Phase 3, the people who'll run the pipeline going forward.

Ready to reclaim 12 hours a week?

Reply to confirm Phase 1, or book a 15-minute call to ask questions first.

Book the discovery conversation →Email us directly

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.