Proposal — Q2 2026 — Confidential
EngagementOne-time build
ModelModular components
StackGHL · Twilio · Slack
TimelinePhased rollout
For
Power
Performance
Marketing
Growth Operations · Automation Proposal

Your growth
engine.
Automated.

A custom automation system built to take PPM from 10 to 20 clients a month — without adding headcount or breaking your ops team.
Goal
20 clients / mo
Components
4 modular
Stack
GHL · Twilio · Slack
Prepared
May 2026
PPM / Proposal
The Problem · 01 / 04
Today · pre-system

Every client you sign costs Shrunas half a day.

Each new sign-off triggers the same 20+ manual steps. Done correctly, it eats hours. Done quickly, it costs accuracy — which costs the client.

Manual steps per client
Across GHL · Drive · Slack · Canva · Sheets
20+steps
The repeat list — every time
01Create WhatsApp group with hype messageManual
02Record & send personalised welcome LoomManual
03Rename onboarding document to business nameManual
04Update document cover photo in CanvaManual
05Create Google Drive folder for media assetsManual
06Set edit permissions on DriveManual
07Attach signed contract to documentManual
08Create a metric tracker sheet from scratchManual
09Create GHL sub-account manuallyManual
10Add GHL rebilling at 1.5× markupManual
11Create Slack channel for clientManual
12Set up A2P / regulatory bundleManual
13Move contact to client stage in CRMManual
14Add client to churn trackerManual
15Provision Twilio sub-account & phone numberManual
16Connect FB / Google ad accounts to sub-accountManual
17Configure email-sending domain & DNS recordsManual
18Add client brand colours & logo to sub-accountManual
19Invite team members + assign sub-account accessManual
20Set kickoff call & add to internal calendarManual
+ A2P rejections, Calendly attribution gaps, and zero visibility on setter performance.
Power Performance Marketing 02
PPM / Proposal
The Real Cost · 02 / 04
If nothing changes

Hitting 20 clients / month means 40–60 hours of admin — before any delivery.

Per client
01
2–3hrs
Shrunas's time on setup
Spent on a checklist that never changes. Same 20+ steps, every time, across five tools.
Target
02
20/mo
The goal Sam set
Doubling from where you are now — the system has to absorb that load without absorbing more of your team.
Pure admin
03
40–60hrs
Monthly tax on growth
Up to 1.5 working weeks every month spent on setup alone — before A2P errors, no-shows, or attribution gaps.
Every month you scale without this system, you're paying for it in time, errors, and blind spots.
Power Performance Marketing 03
PPM / Proposal
The Future State · 03 / 04
Where this lands you

What PPM looks like when the system is running.

Today

Manual · people-heavy
Shrunas manually sets up every client
20+ steps, 2-3 hours per sign-up
A2P submitted manually — errors happen
No idea which setter drove which close
Pipeline outcomes tracked on spreadsheets
Scaling means hiring, not automating
Sam chasing data before every sales meeting

With the system

Automated · always on
Client signs → everything fires automatically
Sub-account live in under 2 minutes
A2P submitted instantly from onboarding data
Every booking attributed to the right setter
Pipeline outcomes update the dashboard live
20 clients / month without extra headcount
Sam opens the dashboard — data's already there
Power Performance Marketing 04
PPM / Proposal
The System · 04 / 04
How it fits together

One engine. Four components. Fully connected.

Inputs

Triggers — what fires the engine
  • Closer submits new client form
  • Client submits onboarding form
  • Setter books call via Calendly
  • Lead moved in GHL pipeline

Automation engine

Custom backend — one codebase
GHL API CRM
Slack API notify
Drive API files
Calendly bookings
Supabase Postgres attribution + state
No Make.com ops fees. Nothing you don't control.

Outputs

What happens — automatically
  • Sub-account created & client set up
  • A2P submitted + Drive folder live
  • Setter attributed + booking logged
  • Outcome tracked in dashboard
Components
C / 01
Automated Client Onboarding

20 manual steps collapse into one automatic sequence — sub-account to Slack channel in under 2 minutes.

Detail · slide 06
C / 02
Client Onboarding Funnel

Five-step client funnel that captures every value before the kickoff call — including Facebook Business Manager access.

Detail · slide 07
C / 03
A2P Compliance, Automated

Registration data pulled from onboarding form and submitted via API. UK & US flows handled correctly.

Detail · slide 08
C / 04
Setter & Performance Dashboard

One screen for Sam's closer report and Sean's setter metrics. Live, attributed, no spreadsheets.

Detail · slide 09
Power Performance Marketing 05
PPM / Proposal
Component 01 · Automated Onboarding
01
Component 01 Fires on closer form submit

Automated Client Onboarding

The moment a closer submits the new client form, this fires — automatically.

Trigger POST /forms/new-client → one form submit — everything fires
01 / 13
GHL Sub-Account

Created from your snapshot in seconds — pipelines, automations, calendars, ready.

GHL API
02 / 13
Google Drive folder

Client folder + onboarding doc duplicated, renamed, and permissioned.

Drive API
03 / 13
Slack channel

Dedicated client channel spun up, team invited to channel.

Slack API
04 / 13
Welcome email

Onboarding doc + clear next steps sent to the new client from your address.

GHL Email
05 / 13
GHL rebilling

1.5× markup applied automatically — no missed margin, no manual config.

GHL API
06 / 13
Metric tracker

Created from template and saved to the client's Drive folder.

Sheets API
07 / 13
CRM updated

Contact moved to CLIENT stage and added to the churn tracker.

GHL Pipeline
08 / 13
Team notified

Slack ping with the full client lockup — who, what, when, and where to find everything.

Slack notify
09 / 13
Signed contract

Fetched from GHL and saved to the client's Drive folder automatically.

GHL API
10 / 13
Master tracker

New client row added to the master Google Sheet — name, closer, contract type, cash, Drive URL.

Sheets API
11 / 13
Media buyer alert

Separate Slack notification to the media buyer: Facebook page, target audience, offer, ad setup tasks.

Slack notify
12 / 13
Sub-account access

All PPM team members invited to the new sub-account automatically — no manual access setup.

GHL API
13 / 13
Kickoff call

Calendly booking link included in the welcome email — client schedules their own onboarding call.

Calendly
From form-submit to live client account: under 2 minutes.
Before · 2–3 hrs → After · < 2 min
Power Performance Marketing 06
PPM / Proposal
Component 02 · Client Onboarding Funnel
02
Component 02 Client-facing · fires on welcome email link

Client Onboarding Funnel

Everything you need from the client — collected before the onboarding call, without a single email chase.

Trigger EVENT client.form_submitted → client completes funnel · data populates sub-account
Why this matters

One step is the longest part of every onboarding call.

Step 2 — the Facebook Business Manager walkthrough — is what eats half your kickoff calls. This funnel handles it before they pick up the phone.

On submit All data auto-populates GHL sub-account custom values. A2P registration fires automatically.
01
Step 1 · 30 seconds

Business Information

Name, address, phone, hours, website, Facebook URL, Instagram URL, country (UK / US).

Required
02
Step 2 · the longest one

Facebook Business Manager Access

Embedded video walkthrough + step-by-step grant instructions. No manual explanation needed on the onboarding call.

★ Critical
03
Step 3 · 2 minutes

Offer & Marketing

Offer name, price, description, target audience, marketing history, monthly revenue target.

Required
04
Step 4 · 90 seconds

A2P Information

Legal business name, EIN / company reg, SMS use case description, two sample messages.

Required
05
Step 5 · confirmation

Done — see you on the call

Completion page, instruction to finish before the onboarding call, calendar link as backup.

Confirm
Power Performance Marketing 07
PPM / Proposal
Component 03 · A2P Compliance
03
Component 03 Off Shrunas's plate — entirely

A2P compliance, automated.

Registration data flows straight from the onboarding form into the right regulatory pipeline — UK or US, no manual entry, no errors from bad data.

Trigger EVENT client.onboarded → A2P / regulatory bundle submitted via API

Today

Manual · error-prone
Shrunas manually collects EIN, legal name, address
Logs into GHL and submits registration by hand
Different flow for UK vs US clients
One mistake = rejection + delays for the client
Status tracked nowhere — easy to lose track
Blocks the client from SMS campaigns entirely

With the system

Submitted automatically
Data pulled directly from the onboarding form
Registration submitted via API — no manual entry
UK regulatory bundle vs US A2P handled automatically
Status tracked in real time — team notified via Slack when approved or if action is needed
Clients go live faster. Zero manual effort.
Note on approval Submission is fully automated. TCR approval is managed by The Campaign Registry — typically days to weeks. Rejections may require human follow-up. This part cannot be automated.
Power Performance Marketing 08
PPM / Proposal
Component 04 · Setter & Performance Dashboard
04
Component 04 One screen · two views · live data

Open it Monday morning. Everything's already there.

Built on Supabase + GHL + Calendly → live attribution · zero manual input
Sam's view · Closer report
What Sam opens before the sales meeting
  • All calls booked this week
  • Show rate — who showed up
  • Cash collected by outcome
  • Outcome per lead — closed / deposit / nurture / no-show
  • Call recording linked per booking
  • Weekly summary for the sales meeting
Sean's view · Setter metrics
What Sean tracks for the team
  • Per-setter calls booked this week
  • Individual show rate per setter
  • Who's generating the highest-quality leads
  • Who has a show-rate problem
  • Booking date vs appointment date tracked
  • Accurately attributed — zero manual input
dashboard / closer-report
LIVE · syncing
Dashboard preview
Power Performance Marketing 09
PPM / Proposal
Infrastructure
The stack

Built on tools that won't let you down.

G
CRM Layer
GoHighLevel

CRM, forms, pipelines, email & SMS — the client-facing layer your team already knows.

Role: agency snapshot · sub-accounts · pipelines
C
Booking
Calendly

Booking events with automatic setter attribution. One link forever — no new links when setters change.

Role: attribution webhooks · routing
#
Internal comms
Slack

Real-time internal notifications. New client, A2P status, onboarding form submitted — all posted automatically.

Role: client channels · system pings
S
Data layer
Supabase

Secure Postgres database with automatic daily backups and point-in-time recovery. Your data is never at risk.

Role: attribution store · dashboard source
D
File creation & storage
Google Drive

Client folders, onboarding docs, signed contracts, metric trackers — one per client, created automatically.

Role: per-client folder · docs · contracts
▦
Running client record
Google Sheets

Master client tracking sheet updated on every new sign — name, closer, contract, cash, Drive URL.

Role: master tracker · metric sheet template
T
SMS compliance layer
Twilio

A2P brand/campaign registration (US) and regulatory bundle (UK) submitted via API. Phone numbers provisioned automatically.

Role: A2P registration · number provisioning
R
Backend hosting
Railway

Hosts the custom Node.js backend — the engine that receives every webhook and orchestrates every API call.

Role: webhook receiver · API orchestrator
▲
Frontend delivery
Vercel

Hosts the performance dashboard for Sam and Sean. Fast loads, automatic SSL, global CDN.

Role: dashboard hosting · global CDN
All connected through a custom backend — one codebase, no Make.com ops fees, nothing you don't control.
Daily backups Point-in-time recovery API monitoring
Power Performance Marketing 10
PPM / Proposal
The Investment
Pricing · one engine, one price

Built as one system. Priced to match.

One-time build · recommended

The Full System

£3,000 one-time · all four components
Four tightly connected components. One codebase. Built, tested, handed over — and the engine PPM runs on from day one.
01

Automated Client Onboarding

Sub-account, Drive, Slack, CRM & welcome email — all auto.

Depends on
★ Foundation
£1,200portion
02

Client Onboarding Funnel

Multi-step GHL form that auto-populates every custom value in the sub-account.

Depends on
C 01
£500portion
03

A2P Registration Automation

Twilio A2P (US) or regulatory bundle (UK) submitted via API. Daily status polling, Slack notifications.

Depends on
C 01 C 02
£600portion
04

Setter & Performance Tracking

Calendly + GHL pipeline linked. Per-setter dashboard. Sam's and Sean's views, live.

Depends on
C 01
£700portion
If scaled back
Core · C 01£1,200
+ Funnel£1,700
+ A2P£2,300
Full system£3,000
Ongoing

Monthly maintenance

£300/ month
Keep the engine running. Fix it before you notice.
API monitoring & uptime checks
Breaks fixed before you notice
Setter & team roster updates
Minor tweaks & improvements
Integration changes (GHL · Calendly · Twilio)
Note: Flat fee — covers whatever you have live. The system is built to run quietly; you'll mostly notice we're here when something almost broke and didn't.
Power Performance Marketing 11
PPM / Proposal
Next Steps
From here

Simple from here.

01 · This week
01
Confirm scope & sign off

We align on this proposal. Any questions answered, anything adjusted. You're happy to proceed.

02 · +2 days
02
You send us access
  • GHL Agency API key
  • GHL Snapshot ID
  • Drive template folder ID
  • Onboarding doc template ID
  • Metric tracker template ID
  • Master client Sheet ID
  • GHL custom value key names
  • GHL pipeline stage names
  • Calendly access & event name
  • Slack workspace access
  • Current setter roster
  • A2P use case description
03 · Week 1+
03
Build begins

We start with the core onboarding engine — the highest-impact piece. You'll see progress fast.

04 · Go-live
04
You go live

Full system tested, handed over, and running. The next client that signs triggers everything automatically.

Power Performance Marketing 12
Power Performance Marketing

Let's
build it.

The system scoped in this proposal will take PPM from a manual, people-heavy onboarding process to a fully automated growth engine — built to handle 20+ clients a month without breaking.
Engagement
£3,000 build · £300 / month
Proposal · May 2026
Valid for 30 days from issue