Executive Summary
Build a high‑performance, AI‑powered platform that books you, educates your audience, and scales your content while you sleep.
- Unified booking with automated scheduling and pre‑call workflows.
- Education hub for workshops, courses, and premium resources.
- AI content engine for reusable prompts, brand voice, and analytics.
Deliverable Themes
- Conversion‑optimized website and funnels
- Operational automations and CRM hygiene
- Creator workflows and media systemization
Outcomes & KPIs
- Increase qualified booking requests and close rate.
- Reduce response and scheduling time with automation.
- Grow consistent content output without burnout.
- Improve course sales and workshop attendance.
- Centralize analytics for revenue‑focused decisions.
Scope of Work
Booking Hub
- Single smart form for speaking, podcast, and workshops
- Automated calendar invites and reminders
- CRM capture and qualification routing
- Course/workshop pages and checkout
- Member onboarding and resource delivery
AI Content Engine
- Brand voice, reusable prompts, and templates
- Clip, repurpose, and publish workflows
- Analytics dashboard for reach and ROI
Timeline
Phase 1 — Discovery & Content Audit
- Deep dive into current content ecosystem
- Analyze existing workflows and pain points
- Map content types and distribution channels
- Document brand voice and AI guidelines
- Set up project management and communication
Phase 2 — System Build & Integration
- Develop centralized booking system
- Integrate workshop and course platforms
- Set up automated calendar syncing
- Create AI content templates and prompts
- Build community newsletter infrastructure
- Configure analytics and tracking
Phase 3 — Launch & Training
- Comprehensive system testing
- Team training on new workflows
- Content migration and optimization
- Launch preparation and checklist
- Documentation and handover
Phase 4 — Optimization & Scale
- Performance monitoring and adjustments
- Workflow refinement based on feedback
- Advanced automation setup
- Scale testing with increased load
- Future roadmap planning
Investment
Project‑based
- Includes implementation, training, and launch
- Ongoing support optional
Tech Stack
- Web: fast, responsive site with conversion‑first UI
- CRM + email: integrated contacts, automations, and templates
- AI: prompt libraries, brand voice, and content pipelines
- Analytics: dashboards for content, sales, and bookings
Next Steps
- Review this proposal and the reference PDF.
- Sign the agreement and select a kickoff date.
- Share access to required accounts and assets.