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Prepared by QiAlly LLC • Date: August 9, 2025
This note documents what was delivered today, why it matters, and a conservative value/ROI estimate. Numbers are directional and based on standard local‑service benchmarks; we’ll validate with tracking over the next 4–8 weeks.
2) Business value & potential ROI
| # | Deliverable | How it adds value | Assumptions (conservative) | Potential annual value |
|---|---|---|---|---|
| 1 | Website live + contact form | Credibility + captures inbound leads | 3–8 extra jobs/yr from web, 5k/job gross margin | 40k |
| 2 | Client portal (Quartz) | Fewer back‑and‑forths; faster onboarding; retention | Save 2–6 hrs/mo owner/admin @ $125/hr | 10k |
| 3 | Google Business Profile | Local search visibility → calls → booked jobs | +2–6 jobs/yr from Maps | 60k |
| 4 | CRM pipeline + automations | Higher close‑rate; no lead leakage | +5–10% conversion lift on same leads | 50k |
| 5 | Cloudflare hosting + SSL | Faster site (better conv.), lower hosting/admin cost | Replace legacy hosting/tools | 1k |
| 6 | Forms + autoresponders | Faster response; trust; books meetings 24/7 | +1–3 jobs/yr from saved leads | 8k |
| 7 | FB invites (741) | Immediate reach; first reviews; referrals | 1–4 incremental jobs/yr | 8k |
| 8 | YouTube + 3 shorts plan | Evergreen local SEO + social proof | 3–10k local views/yr | 25k |
| 9 | 2‑week content calendar | Consistency → brand recall → leads | +1–4 jobs/yr | 30k |
| 10 | Books clean‑up & tax kickoff | Avoid fees; better cash decisions; tax savings | Avoided fees + optimization | 30k |
Conservative total potential annual impact: 262k.
ROI math: ROI = (Value − Cost) / Cost.
Example: if annual QiAlly cost were $24k, then ROI range ≈ (+205% to +992%). Replace with your actual cost for a precise figure.
4) Tracking plan (so we can prove the value)
Core KPIs (weekly check‑in):
- Site sessions & conversion rate (form submits)
- GBP: views, calls, direction requests, website clicks
- CRM: leads → estimates → wins (stage conversion %)
- Average response time (minutes)
- Jobs won from social/YouTube
- AR days & on‑time pay % (once books are current)
Attribution
- UTM on all site buttons + GBP link
- “How did you hear about us?” mandatory on forms
- Separate pipeline tags: Web / GBP / FB / YT / Referral
6) Notes on assumptions
- Average job gross margin assumed 5k (adjust to your real numbers).
- Lead uplift from GBP/website is typical for local contractors with fresh presence and reviews beginning to roll in.
- Admin time valued at $125/hr; change if needed.
- Ranges shown are potential, not guaranteed; we will confirm with data.
8) Task management in the client portal (how we’ll run work)
Goal: Give Rays a simple, client‑visible task hub that (1) captures requests, (2) shows status, and (3) keeps files/forms in one place.
Recommended stack (fastest path):
- Zoho Projects for tasks/milestones (client portal, approvals, files).
- Zoho Bigin stays for sales pipeline; won deals auto‑create Projects.
Flows:
- Client request forms (Change Order, General Request) → Bigin (Deal/Activity) → Zoho Projects task via automation.
- Project board views embedded inside the portal: My Tasks, This Week, Waiting on Client, Waiting on Rays.
- Notifications: autoresponder on form submit + Zoho task @mentions.
Embeds/links to add in portal navigation:
- Tasks (Zoho Projects portal URL/iFrame)
- Submit a Request (Zoho Form → Bigin)
- Documents (folder links in the Quartz Knowledge Base)
- Invoices/Payments (Zoho Books link)
Permissions: Clients see only their project/tasks; staff see all. SSO via Zoho if available; otherwise invite users to the Zoho Projects client portal.