Project Delivery · CRM + Follow-Up Automation

MemberLift → CRM + Follow-Up Automation → Project Delivery. This workspace is scoped to HiSkin onboarding, launch readiness, RFIs, meetings, Slack, Close sync previews, and semi-automated delivery operations only.

Demo / dry-runPending integration readinessPending scoped project inputs

Project Delivery → Budget

Budget workspace · CRM + Follow-Up Automation

Project-scoped budget, billing, invoices, expense requests, and forecast context. Production billing actions remain locked in demo mode.

Project budget

Pending client confirmation

Pending agreement context

Billing status

Dry-run only; no production billing configured

Demo-safe state

Invoices

No production invoices connected

No production invoice write

Expenses

No approved expense requests

Approval path pending

Payment status

Locked demo state

Locked production actions

Dry-run

No production write

Contract / investment terms

Standard price

$6,000

Implementation project

Upfront option

$5,400

Upfront-pay price

Milestone option

50% upfront / 50% at Phase 2 completion

Payment structure

Retainer

$3,000/month

Ongoing sales coaching/support

Budget states

Contract pending signature
Payment option pending confirmation
Retainer pending post-implementation transition

Demo-safe notes

Initial Upwork contract is for project launch only.
Ongoing retainer is intended to be managed through GrowthDesk and Ariel's custom platform process.
External contract, payment, and invoice actions remain demo-safe until live integrations are configured.

Expense Requests

Follow-Up expense request placeholder

demo_only

Requester: Ariel West Long · Amount: TBD_CLIENT_CONFIRMATION

Purpose: Project-scoped expense path placeholder

Demo-safe placeholder only