Proposal 01 — Foundation for an AI Automated Business→ Upcoming

Lux VacationsFoundation for an AI Automated Business

One CRM, every tool connected, and automated nurture running whether you're online or not — so Lux Vacations keeps moving when you can't.

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

Review the phases

What we deliver, week by week

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Read the FAQ

Answers to the questions every decision-maker asks

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Review per-phase investment

Phase-by-phase breakdown + payment timing

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Investment Overview

Phases

3 phases

Only Phase 1 is on the table now

Kickoff target

June 8–9

~1 week build after deposit

Phase 1 investment

$2,500

$1,250 deposit to start

Phase 1 due on approval. CRM runs $150/mo after setup, billed by MetAiBlock. Phases 2 & 3 invoice only when you activate them — no surprise auto-renewals.

“My devices, my thingies, don't talk to each other.”
— Kamyla Gooden, in our discovery
Here's what we're building.

Where we are → where we'll be

The gap this engagement closes.

Now

Six tools holding pieces of one customer — no shared view
Group members invisible after a trip — only the point of contact tracked
Proposal creation takes hours of manual work
No post-trip nurture beyond payment reminders
Business pauses when the full-time job pulls your attention

After this engagement

One CRM as the single source of truth for every lead and client
Group trip participants captured as individual leads — ready to nurture into solo travel
Wix, Calendly, Square, and DocuSign feeding the CRM automatically
Forms consolidated — no more per-client Cognito builds
Automated nurture running in the background, even when you can't reply for hours

The phases

Each phase has its own outcome. Phase 1 is the foundation — Phases 2 and 3 activate when you're ready.

Foundation

CRM Setup

On the table now

Outcome

Your platforms talk to each other. Every lead, group member, and past client lives in one CRM — with automated nurture running whether you're online or not.

What we'll do

Configure the CRM as the central hub
Connect Wix, Calendly, Square, and DocuSign so data flows in automatically
Consolidate Cognito Forms into CRM-native forms — one standardized intake, not one per client
Build the group-trip lead capture flow — every participant becomes a trackable lead
Set up post-trip nurture sequences (referral asks, re-engagement, solo travel offers)
Connect payment plans so reminders fire without you sending them

What you walk away with

Live CRMIntegrated toolsConsolidated formsAutomated nurtureGroup-lead capture

Investment

$2,500

50% deposit ($1,250) to kick off — 50% balance on completion. CRM runs $150/mo after setup, billed by MetAiBlock.

+ $150/mo CRM subscription

Begins once the CRM is live. Billed monthly by MetAiBlock — covers your CRM access, hosting, and ongoing platform support.

Timeline

~1 week build once kickoff happens (target June 8 or 9)

Pay Phase 1 Deposit →

Design

Canva/AI Proposal Consulting

Activate on request

Outcome

Proposal creation goes from hours of manual work to a guided AI workflow that produces five or six on-brand drafts you can polish — without losing your aesthetic.

What we'll do

2-hour working session focused on your actual proposal workflow
Build prompts and templates that generate drafts matching your visual style — not generic AI output
Walk through the Canva + AI loop on a real upcoming proposal
Document the workflow so you can repeat it solo

What you walk away with

Repeatable proposal generation processPrompt libraryBranded templates

Investment

$997

Urban League rate — activated on request

Timeline

Typically once Phase 1 is live and the next bottleneck becomes proposal turnaround

Intelligence

AI Data Hub

Activate on request

Outcome

You ask your business questions in plain English — 'which clients haven't booked in 12 months?', 'what's outstanding on the Italy trip?' — and get answers pulled live from your CRM.

What we'll do

Connect a conversational AI layer to your CRM data
Configure secure access to client records, payment plans, trip details
Set up the queries and prompts you'll use most often
Train you on how to ask — and how to refine when answers miss

What you walk away with

Conversational interface to your own business data

Investment

$3,000

Activated on request — sized right when the CRM has enough history

Timeline

Activated after Phase 1 has run for a few months — so the database is worth querying

Why this order

You self-tiered these on the call. The order is right.

Phase 1 first

Nothing else compounds without a single source of truth. Better proposals don't help if leads are still siloed; conversational data doesn't help if the data is scattered across six tools.

Phase 2 next

Once the CRM is flowing leads, your next bottleneck becomes proposal turnaround — that's when the Canva/AI workflow pays back fastest.

Phase 3 last

The Data Hub needs real CRM history to be useful. Activating it before Phase 1 has run for a few months means asking questions of an empty database.

The investment

Only Phase 1 ($2,500) is on the table right now. Phases 2 and 3 are optional and activate on your request.

Recurring cost — flagged early

Heads up — once Phase 1 is live, your CRM runs $150/mo, billed by MetAiBlock. That covers ongoing access, hosting, and platform support. We're flagging it upfront so there are no surprises later.

Total if all phases activate

$6,497 across three phases

Only Phase 1 is on the table now — the rest activate when you say so.

Start Phase 1 — $1,250 Deposit →Book a call first →

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 1Now

CRM Setup

$2,500

$1,250 deposit · $1,250 on completion

Pay Deposit →

Phase 2On request

Canva/AI Proposal Consulting

$997

Invoice sent when you activate.

Phase 3On request

AI Data Hub

$3,000

Invoice sent when you activate.

Phase 1 includes:

CRM configured and live
Wix, Calendly, Square, DocuSign integrations
Cognito Forms consolidated into the CRM
Group-trip lead capture flow
Post-trip nurture automation
Payment plan reminders running on autopilot

Your aesthetic and creative direction stay yours. Automation handles the admin — not the curation.

Next steps

Review this proposal — flag anything that doesn't match what we discussed.

Settle the 50% deposit ($1,250) to kick off the build.

Pay $1,250 Deposit →

Confirm kickoff date — June 8 or June 9 by reply. We'll avoid June 6 (your AI Accelerate launch).

Build week begins at kickoff. ~1 week to a live CRM.

Final 50% invoiced on completion.

FAQ

Answers to the questions every decision-maker asks.

One step to kick it off

Ready when you are, Kamyla.

Settle the deposit and we'll confirm the kickoff date — June 8 or 9. One week to a live CRM.

Start Phase 1 — $1,250 Deposit →Book a call first →

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.