TIH Industries LLC | Strategic Advisory | AI Infrastructure

Proposal Scoping Form

One Heart McKinney | Digital Presence and CRM

This takes about ten minutes. It gives us the handful of details we need to price your proposal accurately instead of guessing.

This is not the build questionnaire. We are not asking for logins, brand files, or operational detail yet. Once you approve the proposal, we send a full build intake and collect all of that then.

Sections 3 and 4 are what set your numbers. Everything else is quick.

SECTION 01 WHO WE ARE WORKING WITH

1. Your name and title 2. Best email and mobile 3. Who else should receive the proposal? Name and email for anyone on the board or leadership who needs to see it. Include Mark Dennison if he is part of this decision.

SECTION 02 WHAT WE ARE WORKING WITH

These few answers change the scope, so they change the price.

4. Which platforms should the rebuild cover? Check every one you want included. Your website is included by default. The number you select here affects the quote. Facebook Instagram LinkedIn organization page Scott's personal LinkedIn Cheneda's personal LinkedIn YouTube X, formerly Twitter Not sure, recommend what we need 5. Case management platform you use today Product name and vendor. We are not replacing it. We need to know what we are connecting to. 6. Does that platform connect to outside tools through an API, webhook, or Zapier? Yes No Not sure. Here is who to ask at the vendor. 7. When does your current platform contract renew, and roughly what does it cost? This tells us how to sequence the work around your renewal. 8. Roughly how many contacts would move into the new CRM? Clients, partners, funders, volunteers, and email subscribers combined. An estimate is fine. This drives migration effort. 9. Other tools you currently pay for Just the names, so we can show you what consolidates. Example: Mailchimp, Dropbox, Zoom.

SECTION 03 WHICH STAGES TO PRICE

We build in three stages so you can fund it in stages. Tell us how to price each one.

Stage One: Digital Presence and CRM Foundation

Recommended starting point

Website rebuild, your selected platforms rebuilt, intake and donate paths, copy written for consistency and compliance, brand storyboard, SOP development, professional photography and videography, outreach campaign and ideal funding partner profile, CRM build and access.

Price it. This is where we want to start. Price it so we can review it. Leave it out.

Stage Two: Systems Integration and Automation

Builds on Stage One

Connecting the CRM to your case management platform, evergreen volunteer onboarding courses, private communities for navigators and partners, text message workflows, campaign pages for individual events, an internal answer library for navigators, and reporting dashboards.

Price it. Price it so we can review it. Leave it out.

Stage Three: Custom Build

Separate discovery and scope

A custom system letting partner agencies across Collin County see a client's history across organizations in one place. This carries its own discovery, scope, and timeline.

Price it. Give us a planning range only. Leave it out.

SECTION 04 WHAT YOU WANT US TO RUN EACH MONTH

This sets your monthly number. For each one, tell us who owns it after launch. Be honest about capacity. Anything your team keeps but cannot sustain becomes the thing that quietly stops working.

Function	Who owns it after launch
Website updates and page edits	TIH We do Advise us
Blog and resource articles	TIH We do Advise us
Newsletter production	TIH We do Advise us
Email and text campaigns	TIH We do Advise us
Social media content and posting	TIH We do Advise us
LinkedIn outreach for Scott and Cheneda	TIH We do Advise us
Funding partner pipeline management	TIH We do Advise us
CRM automations and workflow upkeep	TIH We do Advise us
New campaign and event pages	TIH We do Advise us
Reporting and performance dashboards	TIH We do Advise us
Sponsor and grant research support	TIH We do Advise us
Strategic advisory calls	TIH We do Advise us

10. How often do you want strategic calls with our team? Monthly Quarterly As needed

SECTION 05 TIMING, BUDGET, AND DECISION

11. Dates we are building toward Groundbreaking, opening, the incubator launch, grant deadlines. Even rough windows help us sequence the work. 12. If only one thing could be live thirty days after we start, what is it? 13. Who approves this, and what does approval require? Executive director, full board vote, finance committee, or another path. 14. When does that group next meet? 15. Where would the funding come from? General operating, a designated grant, a technology gift, or a funder still to be secured. If someone is sourcing it, tell us what they need from us to make the case. 16. Budget range you are working within If you do not have a number yet, write "present options" and we will price every stage so you can choose. 17. How do you want the proposal delivered? Walk us through it live Send it first, then we will schedule the discussion 18. Anything else we should know before we price this?

AUTHORIZATION

I authorize TIH Industries to review our public platforms in order to prepare this proposal. I understand this form is used to prepare a proposal and is not an agreement or a commitment to purchase. Typed name and date

Used solely to prepare a proposal for One Heart McKinney and held in confidence. This form is not a contract and does not obligate either party. TIH Industries LLC, 5900 Balcones Drive, Suite 23032, Austin, TX 78731.