Engagement Timeline

Engagement scoped and agreed

A landing page request became a full AI discovery engagement. Scope, price, and start date agreed on the call.

• Discovery scoping call held
• Phase 1 agreed at $5,000
• Start set for the week of August 3

Vendor setup and retainer funded

Vendor onboarding sent with the invoice and W-9. The Phase 1 retainer is paid in full, so the budget is in place.

• Invoice issued and payable
• W-9 provided for vendor setup
• Retainer paid in full

Discovery kickoff session

Held August 5: a two-hour working session that locked the phase objective — introduce the strategic plan to the full network and capture how each person wants to engage.

• Session booked
• Goals for the phase confirmed
• Cadence set for the discovery phase

Rollout: proposal & go-ahead

The build proposal is live: the plan made consumable, the one-click acknowledgment, the engagement funnel, the CRM integration, and the follow-up sequence. We review it together August 12. The deposit starts the build.

• Proposal delivered
• Review together: Wednesday, August 12 at 2:00 PM
• Deposit paid: the build starts

Rollout: build & wire

We build and wire everything: the plan page, the one-click acknowledgment, the Time / Money / Unsure funnel writing straight into your CRM, ~400 records cleaned and refreshed, and the follow-up sequence loaded. You sign off before anything sends.

• Access and photo assets in hand
• Plan page built, with your real photos
• Funnel wired into your CRM
• ~400 records cleaned and refreshed
• Follow-up sequence loaded and tested
• Your sign-off on the copy

Milestone: Rollout system delivered

The rollout system goes live end to end: the plan made consumable, the one-click acknowledgment, the engagement funnel, the CRM integration, and the follow-up sequence. Built as a reusable engagement system, so future initiatives for the Fellows can launch on this same foundation.

Rollout: send, capture, report

The send goes to the full network. Acknowledgments are tracked toward the 75% goal, non-responders get three emails and two texts, then a call list. You receive the segmented results: who gives time, who gives money, who wants a conversation.

• Sent to the full network (~400 people)
• 75% acknowledgment goal reached
• Non-responder call list delivered
• Segmented results delivered: time, money, conversations

Retiring-role knowledge transfer

Capture the knowledge tied to the upcoming retirement before it leaves, and plan how to automate what that role does.

• Critical knowledge and processes captured
• Automation plan for the role drafted

Operations discovery & AI roadmap

Already underway with your documents and system stack in hand: tools inventory, workflow walkthroughs, and bottleneck mapping, culminating in the ranked plan for what Liberty automates first, second, and third.

• Operations point of contact named
• Inventory of tools the team uses daily
• Current workflows walked through
• Bottlenecks and risks surfaced
• Opportunities mapped and ranked
• Roadmap delivered

Cost analysis for board approval

Future project costs scoped and packaged so the board can approve the next phases with a clear number.

• Future work scoped and priced
• Board-ready summary delivered

Phase 2: monthly retainer

Discovery converts into a monthly retainer sized to what it surfaces, so Liberty can budget it month to month.

• Scope set from the findings
• Monthly retainer begins