Phase 1
ROI Validation and Operating Audit
ROI baseline, existing-system audit, first implementation plan, and proof path.
Gate · Continue only if the ROI path is clear enough to justify implementation
$30,000 USD
A phased proposal for validating the return case first, then building and operating the systems that prove they deserve to exist. At this level, the work cannot be justified only as future-proofing — the first move should prove where the return comes from.
Next Decision
Before pricing anything, here is what shifted in the engagement frame — so if any of it is off, you can correct us before we commit a dollar to implementation.
The old question was whether MMT could use more AI infrastructure. That has already been proven by the tools, dashboards, automations, sales-call systems, and software surfaces already in motion.
The better question is where the next investment creates measurable return: money made, money recovered, money protected, operator time saved, or enterprise value increased.
Three phases, three decision gates. Each phase is sized to make the next decision obvious. The total six-month commitment is capped, but never committed in one step.
ROI baseline, existing-system audit, first implementation plan, and proof path.
Build the highest-confidence systems from Phase 1.
Maintain, harden, extend, document, and operate the systems through the six-month window.
Phase 1 establishes the measurable return case before asking MMT to commit to the full infrastructure build. Three lenses, one outcome — a defensible Phase 2 recommendation or a clean stop.
Identify where conversion recovery, follow-up, show-rate repair, or collection improvements can create measurable financial lift.
Map reconciliation risk, payment-state ambiguity, and operational gaps that could hide leakage or delay financial truth.
Classify existing systems before building new ones, so useful tools become durable and low-value tools do not absorb more attention.
| Metric | Why it matters |
|---|---|
| Booked calls per month | Establishes the surface area for sales recovery and show-rate repair. |
| Show rate by source | Shows whether booking volume is turning into real sales opportunities. |
| Close rate by source | Shows where conversion lift would matter most. |
| Average first payment | Converts incremental closes into cash impact. |
| Average contract value | Shows the long-term value of recovered deals. |
| No-close follow-up conversion | Establishes baseline before custom follow-up pages. |
| Payment plan usage and defaults | Shows where payment-link and collection automation may matter. |
| Finance/admin reconciliation workload | Measures manual drag and error exposure. |
| Known reconciliation errors, delays, or mismatches | Shows finance risk and leakage exposure. |
| Tool failures or recurring manual fixes | Shows where hardening has operating value. |
Generate tailored post-call pages tied to the offer actually discussed, with payment links, booking links, follow-up copy, and measurable engagement.
Map the current DM, Calendly, reminder, qualification, and Close.io flow to determine why booking volume increased while show rate fell.
Map Stripe or payment processor activity, wire transfers, receipts, invoices, MYOB/Xero, dashboards, and sales-team reporting.
Review active systems, determine what is already useful, and decide what should be kept, hardened, integrated, replaced, or retired.
Phase 1 closes with concrete, reviewable artifacts. Whether the recommendation is continue or stop, MMT keeps the diagnostic work product either way.
The continuation gates are real. If Phase 1 cannot defend a measurable return path, Phase 2 does not start. If Phase 2 cannot show operating evidence, Phase 3 does not start.
Phase 2 begins only if Phase 1 shows a clear enough ROI path. Priorities may include post-call conversion recovery, show-rate repair, finance reconciliation, repo hardening, TradeVoice reliability, or customer-service improvements.
Phase 3 keeps the useful systems reliable, documented, and improving through maintenance, runbooks, repo and deployment hygiene, workflow repair, and monthly priority improvements.
Built after the first ROI systems prove what data matters.
Improves customer and team knowledge quality.
Makes active software easier to maintain and inspect.
Hardens a meaningful product asset for the next stage.
Supports MakeMoney.com.au as a broader software and education platform.
Everything listed below is excluded by default. Anything from this list can become in-scope, but only through a separate written addition — never by drift.
Single-currency pricing, three discrete approvals, one capped six-month window. Third-party usage and vendor subscriptions are paid directly by MMT unless otherwise agreed.
| Item | Proposed |
|---|---|
| Phase 1 · ROI Validation and Operating Audit | $30,000 USD |
| Phase 2 · Initial Implementation and Hardening | $30,000 USD |
| Phase 3 · Operating Infrastructure Period | $45,000 USD |
| Total six-month engagement cap | $105,000 USD |
| Currency | USD |
| Third-party usage, hosting, vendor subscriptions, and API costs | Paid directly by MMT unless otherwise agreed. |
The purpose of Phase 1 is to make the next decision obvious. If the ROI path is clear, Phase 2 follows. If it is not, the engagement stops with a clean diagnostic and no further commitment.