Core versus extra website
Confirm the GHL-centered engagement system, operations and Ad 1 engagement roles. The investor website is additional scope with its own price and deliverables to agree. Optional personal use is separately scoped.
John, start with the scope, the right owners and the approved inputs. We validate the actual setup, confirm the schedule and prove the journey before a small pilot.
Part of your existing AI Acrobatics proposal. Delivery begins after the agreement / agreed deposit and required inputs are ready.
John and Julian confirm these in the final SOW. The email below records direction for that conversation.
Confirm the GHL-centered engagement system, operations and Ad 1 engagement roles. The investor website is additional scope with its own price and deliverables to agree. Optional personal use is separately scoped.
Choose the support level and commitment using the proposal references. Agree included work, providers / usage costs, change control, support boundaries and objective acceptance criteria.
Confirm exact amount / currency, invoice recipient, deposit and payment milestones. Finalize the agreement and satisfy its agreed deposit requirement before kickoff.
The approximately 15,000 core-build discussion is a reference; currency, exact amount and deposit are unconfirmed. The additional website price is TBD. October 14 is a conditional planning target, and the schedule is confirmed after readiness validation.
Proposed responsibilities below. John confirms the named technical and sales contacts so questions and missing items reach the right person.
Confirm scope and commercial direction. Approve the current offer, legal wording, brand and content. Nominate the technical and sales owners.
One dated, approved offer pack and written scope decisions.
Coordinate the correct GHL account / location, Meta form, phone provider and calendar. Arrange scoped invitations and resolve access gaps.
Account and location inventory, working access, approved form and calendar mapping.
Define closer coverage, lead assignment, business hours, routing, consent and human takeover. Review the lead-to-booking demo with John.
Approved routing rules, exception owner and demo acceptance.
Translate the agreed scope into the SOW, validate inputs and native GHL fit, build the agreed workflows and show the test evidence.
Readiness check, confirmed schedule, demo results and pilot review.
Readiness check: John approves one current source pack for the website and assistant.
Readiness check: Approved content and website inclusions are recorded; additional work is separately scoped.
Readiness check: Julian validates access and one representative lead / booking path against the actual setup.
Readiness check: One sender owner per lead / channel and an approved human handoff are testable.
Use scoped account invitations and an agreed private handoff for materials. This public checklist and email draft are for owners, decisions and public links. Do not include passwords, API keys, payment-card data or private investor records.
The original Whimsical board connects today’s decisions and inputs to validation, demo acceptance, a small pilot and rollout.

Preview exported from the genuine Whimsical board. Open the board for full-size viewing; the input checklist and phase gates are also written out on this page.
Proposed days 1–2 start after the prerequisites are complete. Build and pilot dates depend on the selected scope, access and review turnaround.
John and Julian agree core scope versus the extra investor website, support / commitment, SOW boundaries and deposit terms. John nominates owners; the team gathers the approved inputs.
Signed agreement, agreed deposit requirement satisfied and required inputs ready. Missing items get a named owner; timing stays provisional.
Julian checks the actual GHL / Meta / phone / calendar access, current offer, mapping, consent and native GHL fit with the technical and sales owners.
Readiness findings resolved and a scope-specific build / demo schedule confirmed together. Unresolved dependencies return to their owner.
Build the agreed flow and demonstrate a controlled test lead through engagement, booking, GHL readback and a useful closer brief. Show opt-out, duplicate, failed-delivery and takeover behavior.
John and the sales owner review the evidence against SOW acceptance criteria. Defects are corrected; extra scope requires a written decision.
Run a small, approved cohort with named human coverage. Review delivery, consent, bookings, attendance, routing and exceptions before increasing the rollout.
Review pilot evidence together and authorize broader rollout. Pause or correct the affected flow if the agreed checks fail.
Choose the direction and add owners if you have them. Open the email draft, review it and send it to Julian to coordinate the final SOW and readiness check.
Opens a draft to julian@aiacrobatics.com in your email app. Review it and send it yourself. These choices are not submitted or saved by this page; opening the draft does not sign an agreement or start delivery.