EngageAI
Implementation scope confirmation
What your original payment covers. What has been uncovered since.
The paid quote-follow-up project remains unchanged. Technical discovery identified possible wider multi-site, email, and CRM work that is optional and requires separate confirmation.
One original project. One optional expansion.
Deliver the focused Phase 1 at no additional setup charge. Add the complete-estate expansion only if every additional component is explicitly selected.
EngageAIThe paid project
The original Phase 1 stays exactly as quoted.
The £750 + VAT setup already paid covers a focused CRM and quote follow-up system. Nothing in that original project is being removed or repriced.
Original Phase 1 deliverables
No additional setup charge
- EngageAI CRM account configuration
- New Enquiry to Won/Lost pipeline
- One simple current-provider lead handoff
- One agreed Google email connection
- SMS and WhatsApp connection support
- Automated quote follow-up sequence
- Interested reply routing
- Six-month quote CSV reactivation
- Testing, launch, and walkthrough
- Approved follow-up message wording
Quotations remain manual
Stewart and Sarah calculate, prepare, and send each quotation. They mark the opportunity as Quote Sent, then the EngageAI follow-up automation begins. Quote creation, product pricing, quote documents, and initial quote sending are not included.
The six-month CSV
Aluminium Gates Direct supplies one usable CSV of unfollowed quotes from the previous six months and confirms who may be contacted. This is not a full historic CRM migration or data-cleansing project.
The working process
| 1. Prepare and send | Stewart or Sarah creates and sends the quotation manually. |
| 2. Mark Quote Sent | The opportunity is moved to Quote Sent using the agreed process. |
| 3. Follow up | Approved follow-up messages run automatically at the agreed times. |
| 4. Route the reply | A customer reply stops or flags the sequence and alerts Stewart and Sarah. |
Managed support remains £295 + VAT per month from go-live and covers the agreed quote follow-up automation.
EngageAIPotential optional work
Discovery identified a larger operating estate.
The original proposal was priced around one focused quote follow-up workflow. Onboarding later identified possible migration and multi-site work. These items are not required for Phase 1 and have not been approved as additions.
| Potential optional requirement | What it would involve if selected |
|---|---|
| Nine websites | CRM-connected forms, source tagging, web-partner coordination, deployment, and testing across every site. |
| Several email domains and mailboxes | Workspace setup, domain verification, mail routing, historic email migration, and controlled cutover. |
| Full Agile CRM database | Export, field and tag mapping, import, validation, and duplicate handling for all historic contacts. |
| Product-specific quote templates | Rebuilding and testing the existing quotation email template library inside the new CRM. |
| Past enquiries and event leads | A wider consent-controlled reactivation audience beyond the six-month unfollowed quote CSV. |
| Wider workflows | Additional automation design outside the single agreed quote follow-up sequence. |
If all items are selected, the work changes from a focused quote follow-up implementation into a multi-site CRM, email, and data migration programme.
What the optional complete-estate expansion adds
- Joined-up Google Workspace across the confirmed business domains.
- Historic mailbox migration into the agreed Workspace structure.
- Full Agile contact import with agreed tags and source information.
- Recreated quotation email templates, selected manually by product at launch.
- A CRM-connected enquiry form and source tracking for all nine websites.
- A broader historic reactivation campaign after consent and deliverability checks.
- End-to-end testing across each website, lead source, reply route, and notification.
EngageAIThe two routes
Proceed with Phase 1 or select the complete expansion.
The complete-estate price only applies if every component below is selected. None of these items is required to deliver the original Phase 1.
| Complete implementation component | Fee |
|---|---|
| Original Phase 1 setup already paid | £750 + VAT |
| Multi-domain Google Workspace setup, DNS, and mail routing | £600 + VAT |
| Historic mailbox migration across confirmed regional mailboxes | £650 + VAT |
| Full Agile CRM contact and tag migration, mapping, and validation | £1,000 + VAT |
| CRM forms, source tracking, coordination, and testing across nine websites | £1,000 + VAT |
| Product-specific quotation email template recreation | £250 + VAT |
| Wider historic contact reactivation preparation | £250 + VAT |
| Complete expanded implementation total | £4,500 + VAT |
| Less Phase 1 setup already paid | -£750 + VAT |
| Additional amount due for Route 2 | £3,750 + VAT |
Route 1 - original Phase 1
Deliver the agreed £750 setup at no additional charge. Target 5 to 10 working days after access, the six-month quote CSV, and approvals are available.
Route 2 - optional complete-estate expansion
Only if every component is selected: £4,500 + VAT total. After crediting the £750 already paid, the additional amount is £3,750 + VAT. Target 10 to 15 working days after the complete access and data list is confirmed.
Other agreed charges
| Phone number regulatory setup by EngageAI | £99 + VAT |
| WhatsApp setup | £99 + VAT |
| WhatsApp running fee | £25 per month |
Google Workspace licences, SMS, telephony, CRM usage, and other third-party charges remain separate and are charged at cost.
Clear boundaries
- The expansion is optional and covers the nine websites and business domains identified during onboarding only if all components are selected.
- The complete domain, mailbox, user, template, and system list must be confirmed before migration.
- The client or web partner provides access or installs supplied form code and domain changes.
- Agile CRM supplies usable contact and tag exports.
- The client confirms permission before historic contacts are used.
- Further domains, systems, departments, and automations require a change request.
- Website redesign, advertising, search optimisation, call-system integration, AI quoting, photo intake, supplier automation, and dashboards remain excluded.
- The £295 monthly fee covers quote follow-up, not ongoing website or Workspace administration.
Next step
The original Phase 1 will proceed unless the optional complete-estate expansion is selected. If selected, EngageAI will issue the additional invoice. Once paid, the matching Statement of Work will be supplied for review and signature before the additional work begins.