Proposal 01 — From Trust to VerifiedUpcoming

Abdul HannanFrom Trust to Verified

Every dollar collected, every employee action, every WhatsApp conversation — one verified system replacing the honor-system Excel sheets.

Start Phase 1 — $1,250 Deposit View full scope

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.

Review the phases

What we deliver, step by step

Review per-phase investment

Phase-by-phase breakdown + payment timing

Read the FAQ

Answers to the questions every decision-maker asks

Investment Overview

Total Investment

$3,100

across 2 active phases

Phase 1 Timeline

3–4 weeks

from deposit to go-live

To Start

$1,250 deposit

balance due on delivery

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

“I have to believe it.”

— Abdul Hannan, in our discovery

You said this about the weekly Excel sheets your employees photograph and send. About the cash that may or may not have been logged. About the customers who walked in, paid, and disappeared. Right now your business runs on trust — and trust does not scale to a second office, let alone a franchise.

Here's what we're building.

The Before & After

Where the operation stands today, and where it lands when the system is live.

Where we are now

Cash (≈20% of revenue) tracked on weekly Excel photos — no audit trail, no way to filter by employee or date three months later
Customers walk in, pay, and you never hear from them again — no database, no follow-up, no upsell
WhatsApp capped at 4 devices — the 5th employee is locked out of calls
Your personal cell number is the marketing number — no separation between Abdul and HM Pro
Trust in current staff is real, but a future hire cannot inherit it — the system depends on people, not process
Franchise consultants are circling — without your own system, you are at the mercy of whatever software they bundle

Where we'll be

Every transaction — cash, Zelle, Stripe — logged against an employee and a customer, queryable any day forward
A real customer database built from day one, ready for automated follow-up and service-to-service upsells
WhatsApp messages and calls round-robin to any number of employees through one CRM line — no device ceiling
Your personal number off the marketing rails — HM Pro has its own identity
A system that scales by copy-paste to additional locations — franchise-ready from day one
Walking into franchise consultant meetings as the operator who already has the system they would have recommended

The Phases

Three sequential steps — each one builds the foundation for the next.

Phase 1 · Verified operations

CRM Foundation

$2,500

$1,250 deposit

Outcome

Every payment, every customer, every employee action lives in one verified system — replacing the honor-system Excel sheets with a real audit trail.

Deliverables

Your customized CRM configured for HM Pro — tax filing, immigration, DMV service workflows
Stripe payment gateway integration — credit card, ACH, Cash App Pay, Klarna, all reconciled to the CRM
Employee accounts with transaction logging — every cash, Zelle, and card entry tagged to who took it
Customer database setup — name, contact, service history, payment record, all queryable
Foundational automation hooks — post-visit follow-up template, service-tagged customer lists
Walkthrough + training session for you and your team on logging, querying, and reporting

You walk away with

Verified payment trackingEmployee accountabilityCustomer databaseStripe integration liveAudit trail from day one

Investment: $2,500 total — $1,250 deposit to start, $1,250 balance on delivery

Ongoing: $150/month CRM subscription — covers hosting, support, and platform

Invoice issued on approval

Pay Phase 1 Invoice

Phase 2 · Communication routed through CRM

WhatsApp Integration

$600

Outcome

WhatsApp messages and calls flow through your customized CRM and round-robin to your whole team — the 4-device ceiling and the personal-number problem both go away.

Deliverables

WhatsApp Business API connected to your customized CRM
Round-robin routing rules — incoming calls and messages distributed across available employees
Dedicated HM Pro WhatsApp identity — your personal number stays personal
Conversation history logged against the customer record from Phase 1 — every chat tied to a person and a service
Marketing-message capability from the HM Pro number — group sends without exposing you

You walk away with

Unlimited employee WhatsApp accessPersonal number protectedEvery conversation loggedCRM-tied messaging

Investment: $500–$600 (finalized on Phase 2 kickoff based on volume + routing rules)

Invoice issued at Phase 1 completion.

Phase 3 · Future scope

AI Layer & Optimization

Scoped after Phase 2

Outcome

With Phases 1 and 2 live, your operations have clean, structured data in one place — the moment AI becomes worth deploying.

Deliverables

AI-assisted customer responses inside the CRM (intake questions, service explanations, scheduling)
Automated upsell sequences across services (tax → DMV → immigration paths)
Revenue + employee performance dashboards
Franchise-readiness audit — packaging the system for multi-location rollout

You walk away with

AI inside your workflowsAutomated upsell sequencesPerformance dashboardsFranchise-ready packaging

Investment: Scoped once Phases 1 and 2 are running and we can see real data. Not committed today.

Phase 3 scoped after Phase 2 is live. No commitment today.

Why This Order

The order is not arbitrary — and reversing it would cost you money.

Phase 1 first

Every other capability depends on having one clean place where payments, customers, and employees are logged. Layering WhatsApp or AI onto Excel sheets and honor-system cash logs only multiplies the problem.

Phase 2 second

Once the CRM exists, WhatsApp plugs into it — every conversation gets tied to a real customer record. Doing WhatsApp first would create a parallel data silo we would have to merge later.

Phase 3 last

AI is only worth deploying once the data underneath it is structured and trustworthy. This is the AI-readiness path: clean data first, mapped workflows second, AI inside the workflows third. Skipping ahead is how AI projects fail.

Built to scale — franchise-ready from day one

Built to scale

The CRM we build for HM Pro is built to scale. The same configuration that runs your Brooklyn office runs a second location, a fifth, a fiftieth — without rebuilding. Each new office gets its own login, its own employees, its own customer database, all reporting up to you as the franchisor.

Brooklyn

Locations

The question to ask consultants

“Does it tie cash, Zelle, and Stripe to the employee who logged the transaction, and can I query it three months later by service and by office?”

If a franchise consultant pitches you bundled software, ask one question: does it tie cash, Zelle, and Stripe to the employee who logged the transaction, and can you query it three months later by service and by office? If the answer is no, you are buying a brochure, not a system.

MetAiBlock is the official AI partner and gold sponsor of the International Franchise Expo — the same event where we met. The system we are building for you is the kind of operational backbone franchise consultants recommend. Walking into those meetings already owning it puts you ahead, not behind.

Investment

Full breakdown of what you pay, when you pay it, and what you get.

Total Investment

$3,100

$3,100 across two phases

Phase 1 — CRM Foundation

$2,500 total · $1,250 deposit on approval · $1,250 on delivery

Phase 2 — WhatsApp Integration

$500–$600 · invoiced at Phase 1 completion

Phase 3 — AI Layer

Scoped after Phase 2 · not committed today

Subscription

$150/month · begins on Phase 1 go-live

Settle Phase 1 Deposit — $1,250

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 1

CRM Foundation

$2,500

$1,250 deposit

Foundation step toward AI-ready operations — your customized CRM, Stripe payments, and verified transaction tracking, ready for AI to act on.

Pay Phase 1

Phase 2

WhatsApp Integration

$600

Next AI-readiness step — route all WhatsApp messages and calls through your customized CRM, removing device limits and capturing every conversation.

Phase 3

AI Layer & Optimization

Future scope

Future AI-readiness step — scoped once Phases 1 and 2 are live and the data foundation is in place.

Everything included

Full CRM build configured for HM Pro's three service lines
Stripe payment gateway live and reconciled to the CRM
Employee accounts with full transaction logging
Customer database with service history
WhatsApp routed through CRM with round-robin (Phase 2)
Training session for you and your team
Foundation built for franchise multi-location scale

$150/month covers hosting, support, security updates, and platform access. Not a service retainer — it's the operating cost of the system.

Next Steps

What moves this from proposal to delivered system.

Take the franchise consultant meetings this week. Ask whether their software ties cash, Zelle, and card to a specific employee and is queryable by service. You will come out clearer, not more confused.

Settle the Phase 1 deposit — $1,250. This locks in your build slot and starts the CRM configuration.

Settle deposit

Send us your service list and current Excel templates so we configure the CRM to match how HM Pro actually operates — not a generic setup.

Schedule the Phase 1 kickoff call within 5 business days of deposit. We map your three service workflows live.

Schedule kickoff

Get hmpro.us back online — separate work, but worth flagging. We can scope it as a future step alongside Phase 3.

Start Phase 1 — $1,250 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.

FAQ

Answers to the questions every decision-maker asks.

Ask whether their software ties cash, Zelle, and card to a specific employee, gives you a queryable history, and scales across locations under your control. If yes — send us the spec and we will tell you honestly whether it covers your problem. If no — what we are building is the system you would need anyway, and you would rather own it than rent it from a franchisor.

Because WhatsApp without a CRM underneath just moves the chaos to a new channel. Every conversation would still be untied to a customer record, untied to a payment, untied to an employee. Phase 1 gives WhatsApp something to plug into — that is what makes Phase 2 actually solve the problem instead of relocating it.

No — and the reason is operational. The CRM is configured to HM Pro's three service lines, your Stripe account, your employees, your customers. That is not a trial — that is the build. The 50/50 payment split is how we share the risk: you pay half to start, half when it is delivered and working.

Hosting, platform subscription, ongoing support, security updates, and access to the CRM platform itself. It is the operating cost of the system — not a service retainer. If at some point you want ongoing customization or scaling work, we offer a separate monthly optimization retainer, but that is a conversation for after go-live.

Both worth doing — neither is in this proposal. Once Phases 1 and 2 are running and we can see customer flow data, SEO/AEO ($500/month) becomes a much higher-ROI conversation because we will know which services to rank for. We will revisit both once the operational system is live.

From deposit to go-live, typical timeline is 3–4 weeks — assumes we have your service list, Excel templates, and a kickoff call within the first 5 business days. We can confirm exact dates on the kickoff.