Proposal Live
Green Clean Restoration × Massmarket AI
Phase 1 · V1 Operator-Control Build $12,500 · 90d · milestones 30/60/90

A $10 million restoration company.
Five employees.
One system you talk to.

Every call that hits Green Clean dispatches two specialists — simultaneously. Your operator-control layer should work the same way. One voice command in Slack, and AllBeWare, CompanyCam, Matterport, Dropbox, HighLevel, and Claude all move in lockstep. Work authorization, photos, intake, and job creation finished while the homeowner is still on the line.

Next step: we’ll walk through this together on our next call. Questions, scope tweaks, or milestone concerns — bring them live. Nothing in this packet is locked until we countersign together.

V1 scope
0
Deliverables · fixed scope
Fixed setup
$12,500
70 hrs · $18K/100h · ClaimTitan removed
Lead-gen track
$500/mo
Parallel — day one
Intake time
< 1 call
2–5 days
#dispatch · slack LIVE
ST
Steve · 2:41 PM
voice
Claude · 2:41 PM
✓AllBeWare job #GC-4812 created — attic mold remediation, retail, no R-value removal.
✓CompanyCam project spun up — upload link texted to (410) ••• 2207.
✓Work authorization sent for e-sign via HighLevel.
✓Matterport scan scheduled — tech notified in Slack.
▸Waiting on 3 photos & signature. Will nudge in 12 min.
elapsed 00:00s 4 platforms, 1 prompt
Representative flow · What V1 looks like in production
AllBeWare API· CompanyCam· Matterport· Dropbox· Slack· HighLevel CRM· Claude Sonnet 4.5· GPT 5.1· Codex· Xactimate ingest· Bland / Vapi voice· Search Atlas
§ 01 · The Gap We Heard

You described a restoration company running hot on referrals — with one hand tied behind its back.

From the Apr 11, Apr 13, and Apr 17 calls — in your words, not ours. This is the operating picture the Phase 1 build has to solve for.

Steve · Apr 13 · Voice call
“We lost our Google business page, which then shut off all of our ads. We lost it all at once.”
Dec 5 event. LSA & Google Ads dark ever since. April’s booked pipe still ~$950K — all referral. The upside if we fix inbound is obvious.
Steve · Apr 13 · Zoom
“I don’t want 15 different integrations. I want it to be something that I can talk to.”
Single Slack surface. Claude as the brain. AllBeWare, CompanyCam, Matterport, Dropbox all obedient to natural-language commands.
Shane · Apr 17 · Google Meet
“We need this to go hand-in-hand with our lead generation. That’s a major key in this.”
Build + demand have to ramp together. That’s why lead-gen moved into Phase 1 as a parallel track — not bolted on later.
Shane · Apr 17 · Google Meet
“If it comes out being 30 grand at the end I’ll be like, damn, what am I doing here?”
Heard. V1 fixed at $12,500 — paid in three milestone invoices ($5K / $4K / $3.5K) on demonstrable deliverables, not on calendar. See Pricing §04.
Shane · Apr 17 — continuity question
“So, let’s say you do this for us. We have it set up. We’re good. Something happens. You go out of business. What happens? This thing falls apart.”
→ Code lives in your GitHub. → Data lives in your Supabase. → Platform accounts stay in your name. Full treatment in §06.
Current state
Work auth + intake

Takes 2–5 days from call to countersigned paperwork.

Target state
Before the call ends

Job open in AllBeWare, CompanyCam link sent, work auth e-signed.

Today’s estimating
4 hrs per adjuster letter

You’re already prompting Claude manually — we automate the pipeline.

Dec 5 fallout
LSA + GMB dark

Lead-gen parallel track restarts organic & paid in Phase 1.

§ 02 · Phase 1 · V1 Build

The operator-control layer.
Built on top of what you already own.

We don’t replace AllBeWare, CompanyCam, Matterport, or HighLevel. We build the orchestration brain above them — the data pipeline, the Claude-in-Slack command surface, and the automations that let the whole stack move on a sentence.

V1 at a glance
$12.5K
fixed fee
90d
milestones 30/60/90
0
deliverables
0
parallel tracks
90-day build · milestone gates
3 checkpoints
M1
Day 30 · Foundation wired
Supabase schema live. HighLevel + Slack authenticated. First Claude-in-Slack command executes against AllBeWare.
M2
Day 60 · Automation live
Voice intake answering. Adjuster-rebuttal pipeline returning usable drafts. Dropbox → estimate end-to-end.
M3
Day 90 · V1 acceptance
Full handoff walkthrough recorded. Repo, data, accounts in Green Clean's name. Managed ops begins.
01
Base layer · the brain
Weeks 1–4
Prerequisite
  • EV-01
    Events table + unified data pipeline
    Every call, text, email, photo, Matterport scan, estimate, and Slack message lands in one Supabase-owned events table tagged to the job. The brain sees everything.
  • EV-02
    HighLevel CRM + memory unification
    HL 2.0 API plumbing, contact & pipeline sync, full conversation memory across channels so Claude answers with context on every client.
  • EV-03
    AllBeWare integration (API + agent fallback)
    Open jobs, push line-item estimates from Xactimate PDFs, pull drying-log moisture readings. Browser agent covers anything the AllBeWare API doesn’t expose.
  • EV-04
    CompanyCam integration
    One-tap project spin-up, SMS upload link to the homeowner, auto-reconciled back to the job in AllBeWare.
  • EV-05
    Claude-in-Slack command surface
    The interface you already use. Natural-language commands execute across the stack with reference-tagged sources on every reply.
02
Automation layer · the throughput
Weeks 4–12
Where ROI lives
  • AU-01
    Matterport integration
    Scan links auto-attach to the job, dimensions & scope notes piped into estimate drafts.
  • AU-02
    Dropbox ← Florida estimator workflow
    Your out-of-state estimator drops the Xactimate export in Dropbox, Slack notifies Claude, estimate lands in AllBeWare in minutes.
  • AU-03
    AI voice intake agent
    24/7 answer for emergency calls. Captures contact, damage scope, insurance details, sends the work-auth link. Sounds human enough to hold a real restoration call.
    A note on voice platform
    Runs on a third-party platform of your choice — Twilio, Retell, or Vapi, final selection pending phone-quality testing during week 1.
    • · Account ownership: yours
    • · Monthly provider fee: pass-through, billed direct by the provider — not through Massmarket
    • · Typical range: $50–$200/mo depending on call volume
    • · Massmarket configures, tunes, and hands off — the platform stays under your control if our relationship ever ends.
  • AU-04
    Estimate generation scaffolding
    Retail & Xactimate-aligned. You prompt the scope, Claude drafts, you review — not the other way around.
  • AU-05
    Adjuster letter / rebuttal automation
    Policy + plumber receipts + estimate in → rebuttal letter out. Formalizes what you’re already doing manually, at 1/100th the time.
  • AU-06
    Full work-authorization flow
    Voice intake → link texted → HL e-sign → signed doc filed back to AllBeWare job. One thread, no human babysitting.
  • AU-07
    QA & hardening pass
    Real-traffic rehearsals, guardrails, fallback routing, human-in-the-loop approvals on anything high-stakes.
⚡
Parallel track · Lead generation, from day one
$500/mo managed labor · ad spend client-owned
Shane’s restructure
Google LSA restart

Reinstatement appeal + parallel new-profile package. We deliver the controllable side fast — Google's decisions stay Google's.

Search Atlas · SEO & GMB posts

Programmatic local-pack coverage across Baltimore, Parkton, Towson, Hunt Valley service pages.

Review automation

Post-job SMS review funnel — every closed job asks, routes happy to Google, unhappy to recovery.

✓
What Massmarket delivers · controllable
  • ▢Diagnose the Dec 5 GBP suspension reason
  • ▢Build reinstatement appeal package (if within 6-mo window & grounds recoverable)
  • ▢Build new-profile creation package as parallel fallback (Parkton MD service-area, restoration category, photos & verification ready)
  • ▢Stage review-collection automation — 5–10 happy customers ready the moment GBP goes live
  • ▢Prepare LSA application — categories, service area, budget plan, verification documents
  • ▢Prepare GMB posting cadence and content templates
◇
What depends on Google · not controllable
  • ◇Reinstatement decision — Google-owned, typically 7–14 days if approved
  • ◇New-profile verification approval — postcard or video, 7–14 days
  • ◇LSA eligibility decision — after GBP is live, typically 24–48 hrs
  • ◇LSA spend approval and ad-rotation timing
Massmarket's commitment is to deliver the controllable side fast and cleanly. The Google side is best-effort coordination — every other agency promises GBP outcomes and then fails when Google says no.
Explicitly out of scope
Per your Apr 17 call
×
ClaimTitan integration
Lives with your public-adjuster operator, not here.
×
Public-adjustment workflows
Businesses stay cleanly separated.
×
Chat widgets / bolt-ons
Slack is the surface. No extra tools to learn.
§ 03 · Why this fits Green Clean

Built the way you already dispatch — two specialists, simultaneously, on every emergency.

01 · Insurance-first

Xactimate-aligned from the jump

Estimates, rebuttals, and work-auth docs all speak the same language your adjuster uses. Nothing re-keyed, nothing lost in translation.

02 · Emergency-cadence

Built for 24/365, not office hours

Voice intake picks up on the second ring at 2 a.m. Your techs wake to a job that’s already open, documented, and signed.

03 · Retail + insurance

Two estimate pipelines, one brain

Retail scope? Claude drafts it. Insurance claim? Xactimate-format. It picks the right path per job.

04 · Five-employee math

Aimed at a $10M / 5-person P&L

Every workflow is designed to remove the need for a hire, not for a tool. That’s the actual point.

05 · Baltimore-local

Maryland code & carrier literate

Voice agent primed on Maryland state codes, your service area, and your top carriers. Not generic.

06 · Separation of concerns

Restoration ≠ public adjustment

GreenClean V1 keeps your PA side — and ClaimTitan — cleanly partitioned. No data bleed, no blurred lines.

§ 04 · Pricing · Phase 1 build

$12,500 · 70 hours · 90 days.
Three milestones. Pay as deliverables ship.

One plan, not three options. Realistic build pace is capped by Steve's onboarding speed — paying upfront doesn't make us faster. So payment is anchored to value delivery: each milestone has a demonstrable deliverable; if a milestone slips, the invoice slips with it. Your downside is bounded.

Shane's ceiling $30,000 / 9 mo
Conservative model · not a promise
$2,500/mo ad spend → 2–3 booked jobs → $10K–$15K revenue/month
Phase 1 build pays for itself in ≤ 3 booked jobs from the new pipeline.
$120 CPL 10–12% booking $5K avg ticket ↓ derivation
Milestone 1 · Day 30
40%
$5,000
Foundation + Operating Brain
What ships
  • ✓GBP recovery package filed (reinstatement appeal or new-profile staged for verification)
  • ✓Events table + data pipeline live
  • ✓HighLevel CRM wired in your existing location
  • ✓Memory unification operational
  • ✓AllBeWare API integration end-to-end
  • ✓CompanyCam API integration end-to-end
  • ✓Claude-in-Slack command surface live
Demo on day 30

@claude open AllBeWare job for [name], send CompanyCam upload link in Slack — watch it execute across both platforms in real time.

Invoiced when this milestone lands.
Milestone 2 · Day 60
32%
$4,000
Throughput + Voice
What ships
  • ✓Matterport integration live
  • ✓Dropbox integration for estimator workflow
  • ✓AI voice intake operational (replaces Restoration AI)
  • ✓Work-authorization e-sign via HighLevel templates
  • ✓Lead-gen track active: LSA submitted, GMB posting cadence, review automation live
Demo on day 60

Inbound restoration call → AI voice intake → work-auth e-sign link sent → CompanyCam upload link sent → AllBeWare job created. Under 30 seconds, hands-off.

Invoiced when this milestone lands.
Milestone 3 · Day 90
28%
$3,500
Estimating + Adjuster + Handoff
What ships
  • ✓Estimate-generation scaffolding (Xactimate-aligned)
  • ✓Adjuster-letter automation
  • ✓Advanced voice handling (warm transfers, escalation paths)
  • ✓Full QA + hardening pass
  • ✓Runbook + handoff documentation
  • ✓Recorded handoff walkthrough video
  • ✓30-day post-handoff support window opens
You own at day 90

Complete Phase 1 stack running in your accounts. Massmarket walks away. You can keep operating without us, or extend into Phase 2.

Invoiced when this milestone lands.
Payment terms
  • ·40 / 32 / 28% milestone schedule — no upfront deposit
  • ·Each milestone invoiced when its deliverables ship and you sign off on the demo
  • ·If a milestone slips, payment slips — your downside is bounded
  • ·Net 7 on each milestone invoice
  • ·Lead-gen parallel track: $500/mo, billed monthly during Phase 1
  • ·Infra: ~$300–$1,200/mo, pass-through, billed direct by your providers — not through Massmarket
Phase 1 commitment · 90 days
$12,500 + $1,500
$12,500 to Massmarket (milestones 1–3) + $1,500 lead-gen labor (3 mo × $500) = $14,000 cumulative through Day 90.
Infra is pass-through and billed by your providers. Ad spend (~$2,500/mo to Google LSA) is at your discretion.
Phase 1 · 90 days · spend vs revenue
The pipeline starts paying back inside Phase 1 itself.
Revenue overlay is the conservative LSA model — not a guaranteed return.
Cumulative · Day 90
$14,000
M1 · D30 · $5K
M2 · D60 · $4K
M3 · D90 · $3.5K
Milestone payment (week of) Lead-gen labor ($125/wk) Infra (scaling $300→$1,200/mo) Conservative ad-pipeline revenue ($10K–$15K/mo)
Phase 1 build pays for itself in ≤ 3 booked jobs from the new LSA pipeline.
Crossover modeled at ~week 7, contingent on GBP recovery timing.
What's next · separately scoped
Phase 2 & 3 are priced after Phase 1 proves.

The chart above is Phase 1 only. No Phase 2/3 commitment is implied by extending the projection — they're a separate conversation, separately approved, scoped against your real V1 results and operational priorities.

Phase 2 · planning range
Advanced Automation
$8K – $12K
Priced after Phase 1 proves.
Phase 3 · planning range
Field Ops
$7K – $10K
Priced after Phase 1 proves.
Line items · Phase 1
V1 setup — orchestration + automation build
One-time · fixed-fee · 70 hours · 90 days · $5,000 (D30) / $4,000 (D60) / $3,500 (D90) — pay as deliverables ship.
How we got here
100 hours · $18,000 · ~90 days  →  −30%  →  70 hours · $12,500 · same 90-day window
Why: ClaimTitan browser-automation work removed — separate operator handles the public-adjuster side (confirmed Apr 17). The hardest piece of the original 100-hour estimate is no longer in scope.
$12,500
Lead-gen parallel track — managed labor
Google LSA, Search Atlas, GMB posts, review automation. Ad spend billed direct by you.
$500/mo
Managed operations — post-handoff
Dedicated capacity for new automations, tuning, and edge cases. Scope pulled as needed after V1 ships.
Retainer
Recurring infra — after handoff
AI tokens ($200–$400), Supabase, HighLevel, voice platform. Billed to you at cost.
$500–$1.2K/mo
Client-owned ad spend
Google LSA + paid search. You control budget, we manage execution. Out of this total.
Your call
No per-seat pricing. No tiered "Pro" add-ons. No hidden integrations fee. What you see above is what you pay.
Conservative model · not a promise

$2,500/mo ad spend → ~2–3 booked jobs → $10K–$15K rev

Maryland LSA averages, restoration-vertical benchmarks, $5K average ticket. Actuals depend on Google approval timing, market conditions, season, and competitive dynamics in your service area.

$2,500/mo ad spend [your control]
↓
~$120 cost per lead [MD LSA avg · benchmark]
↓
~21 leads/month [derived]
↓
10–12% LSA booking rate [your closing skill matters]
↓
2–3 booked jobs/month [derived]
↓
~$5,000 average ticket [your historical · adjust to actual]
↓
$10K–$15K revenue/month from ads alone
Phase 1 build pays for itself in: ≤ 3 booked jobs from the new pipeline.

Upside above this model: SEO, referrals, retail customers, insurance-carrier upsells. None are in the math above. Restoration tickets swing wide — one $45K water-mit job pays Phase 1 in full.

§ 05 · Roadmap preview

Phase 2 & 3 shapes.
Priced only after V1 proves in production.

You asked for 3 / 6 / 9-month visibility. Here it is — with deliverables defined and ranges, not fixed numbers, for anything past V1. We re-price each phase against 30–45 days of real ops data first.

Planning scenario · not a fixed commitment
Phase 2 and Phase 3 budgets are directional ranges based on V1 outcomes and operational learnings. Each phase is separately scoped, separately priced, and separately approved before any work starts. The grid below is a budget-planning tool, not a contract — Phase 1 is the only firm-priced card.
Phase 1 · Now

V1 Operator Control

$12,500 fixed · 90 days · milestones 30/60/90
  • — Events table + data pipeline
  • — HighLevel unification
  • — AllBeWare + CompanyCam + Matterport
  • — Claude-in-Slack command surface
  • — AI voice intake
  • — Estimate & rebuttal drafting
  • — Parallel lead-gen track
Fixed-fee · ready on sign-off
Phase 2 · Next

Advanced Automation

$8K–$12K range · priced after V1
  • — Outbound voice reactivation of old leads
  • — Scope-to-estimate voice dictation
  • — Subcontractor dispatch automation
  • — Progress-payment & financial break-down layer
  • — Carrier-specific rebuttal templates
  • — Review-recovery automations
Locks after 30–45 days of V1 data
Phase 3 · Later

Field Ops

$7K–$10K range · priced after Phase 2
  • — Tech-on-site AI ride-along
  • — Daily drying-log auto-summaries
  • — Equipment tracking per job
  • — Mobile voice-first job update flow
  • — Customer-facing status portal
Deliberately deferred — real data drives scope
§ 06 · Ownership & continuity

If Massmarket AI vanishes tomorrow, Green Clean keeps running.

Shane asked the right question — twice. Here’s the structural answer, drawn from the way Phase 1 is actually wired. Nothing proprietary sits in our account. Nothing breaks if you stop paying us.

Shane · Apr 17
“It goes somebody else can step in. How does this continue?”
01
Code lives in your GitHub

Your repo. Your org. Full commit history. We push, you own. Any competent dev with Claude Code experience picks it up from the README.

02
Data lives in your Supabase

Events table, project table, human-command log — all billed to and controlled by Green Clean. We get access, not ownership.

03
All SaaS accounts stay in your name

AllBeWare, CompanyCam, Matterport, HighLevel, Dropbox, Slack — billed to you, owned by you. Revoke our seat any day.

04
Every command is logged, human-readable

Three tables: events in, human commands given, automations fired. A successor team reads the log and is up to speed in a day.

05
Bespoke build, not platform tenancy

This isn't a multi-tenant SaaS you're renting access to. The orchestration logic, agent prompts, integration adapters, and workflows are all bespoke code in your repo — built specifically for Green Clean. No shared infrastructure. No platform fees. No risk that another client's edge case affects your build. What we build is yours, line for line.

06
Handoff video on day one of handoff

A recorded walkthrough of the repo, tables, and Claude Code command center so any new operator can take over without us.

§ 07 · Why Massmarket AI

We’ve shipped this pattern. For companies like yours.

15
Full-time engineers

Shipping custom AI platforms, not reseller dashboards.

2.49M+
Lines of code shipped

Across 18 production client systems. Not a portfolio of pilots.

100s
Proprietary AI skills

Pre-built for Codex & Claude. Days off your build, every phase.

90d
Phase 1 timeline

Enterprise platforms take 9+ months. We ship in quarters.

Pattern recognition

The same Massmarket playbook put GOSO Technologies in Forbes Home’s Top 10 Solar Companies — Boston, 2024.

Different industry, same shape of problem: referral-heavy, operator-dependent, bottlenecked on intake and paperwork. Green Clean fits cleanly on that template.

Built once. Managed by us.
You keep the data, accounts, and code even if monthly stops. No vendor lock-in on what’s yours.
Frameworks, not one-offs.
Ops automation, software integration, marketing automation, sales scaling — proprietary, portable across clients.
§ 08 · Execution timeline

Not a 90-day black box.

The first two weeks are day-by-day. After that, the build shifts into weekly beats you review in Slack. Click any row — we’ll show you what’s happening on our side and what you’re expected to unblock.

§ 09 · Next step

The restructure is on the page.
The decision is yours.

This proposal reflects everything raised on the April 11, 13, and 17 calls — the scope tightened to what Green Clean actually needs first, the fee held below Shane’s ceiling, and the ownership terms written so a successor can take over from day one.

Take it to Steve. Read it with Shane. When you’re ready to move, Rob and Kendra are on the other end of the thread you already have. No countersign button here — the next step happens by conversation, not by form.

What we need from you
  • ● Countersignature on this proposal (Steve)
  • ● AllBeWare, CompanyCam, HighLevel admin access
  • ● One 30-min call to record you doing the top 5 workflows
  • ● Access to your Florida estimator’s Dropbox folder
  • ● Supabase + GitHub org (we can spin up both if needed)
Everything else — APIs, model choice, agent design, voice-provider selection — is on us to figure out and ship.