Client: Alive Financial Group
Prepared By: Maverick Solutions
Project Type: Qualifier Pro + AIVA Pro
CRM Monthly Plan: $300/month
Total System Value Delivered:$10,550+ (excluding monthly CRM)
| Item | Amount | Description |
|---|---|---|
| Qualifier Pro + AIVA Pro | $2,500 | One-time build fee covering full CRM and AI system setup. |
| CRM Plan | $300/month | Ongoing platform access, automation infrastructure, email/SMS execution. |
| High Intent Data | $300 | 300 leads with keyword targeting aligned to sales objectives. |
| Deliverable | Details |
|---|---|
| AI Virtual Agent (Text + Voice) | Custom AIVA setup capable of inbound & outbound text and calls. Fully integrated and live. Voice usage billed at $0.15/min. |
| Lead-Based Email Campaigns | Personalized, AI-generated outbound emails written as if from a human. Avoids bulk "blast" tone. |
| Smart Buckets | Visual pipeline in CRM with tagging logic for lead sorting across cold, engaged, booked, enrolled, and no-show stages. |
| CRM Workflow Automations | Custom triggers, actions, conditions, and messaging flows mapped and built into the system. |
| HTML Email Implementation | Fully structured and branded email layout built in HTML for consistent formatting. |
| 10DLC Compliance Advisory | Reviewed and guided client’s policy for compliance. Confirmed edits met SMS carrier guidelines. |
| Twilio SMS/Voice Integration | Connected Twilio account for deliverability. Provided SOPs for call-forwarding to AIVA. |
| 3 Campaign Emails Delivered | 3 full email campaigns deployed. A 4th is available as part of the build if desired. |
| Service | Est. Value | Description |
|---|---|---|
| AI Email Response System | $1,000 | Built AI agent that can reply to inbound emails dynamically—gifted with this build. |
| Campaign Flow Engineering | $600 | Converted original system from a responder model to a lead-first outbound sequence. |
| CRM Credit | $600 | $600 credited back to your account to offset project timeline extension. |
| Data Cleanup & Imports | $250 | Assisted with multiple lead uploads, cleaned tags, fixed post-import errors. |
| Advanced Smart Bucket Logic | $300 | Refined tagging & bucket automation based on lead behaviors and statuses. |
| Twilio Setup & Routing SOP | $300 | Helped configure routing structure from Twilio to AIVA and shared detailed SOPs. |
| Consultation & Build Hours | $5,500+ | Over 28 hours of strategy, technical setup, QA, support, and redundant build efforts delivered without charge. |
Total Added Value (Unbilled):$10,000+
| Component | Status |
|---|---|
| CRM Framework | ✅ Complete |
| AI Text & Voice Agent | ✅ Live |
| Smart Buckets | ✅ Active |
| Campaign Email Launch | ✅ Deployed |
| Twilio Routing | ✅ Operational |
| Tags & Automation | ✅ Configured |
Monthly Consulting + Optimization Plan:$1,000/month
| Service | Included |
|---|---|
| Email/SMS campaign creation | ✅ |
| CRM optimization & trigger refinement | ✅ |
| Smart bucket & tagging enhancements | ✅ |
| AI behavior updates | ✅ |
| Ongoing expert support & troubleshooting | ✅ |
Your custom system is fully built, tested, and running—designed to convert leads with a human-like AI experience across email, SMS, and calls. All core and bonus components are now delivered.
If you'd like continued updates, campaign optimization, or AI refinements, we invite you to activate the support retainer.