Connect the Pipes
Consolidate down to one primary form and one calendar per brand, complete with source tags, interest flags, CRM contact creation, and automated pipeline stage updates.
A Proposal for 32AiM Technologies™
32AiM Technologies™
Support & Strategy Partnership
Reliable systems across Uply™, Fetcher™, Retriever™, so you can spend your time in conversations instead of wiring.
Prepared For
Kevin Carden
Founder & Executive, 32AiM Technologies™
kevin@32aim.com
Prepared By
32AiM Technologies™ LLC
32AiM Technologies™ Strategy & Delivery Team
System & Automation Specialists
01 / The Opportunity
Build on what’s already working.
Kevin Carden, you sell the solution well and need a dependable technical team to deliver it, starting with rock-solid pipes across your platform. 32AiM Technologies™ packages capabilities as a service across 3 core sub-accounts: Uply™, Fetcher™, Retriever™.
Your primary focus market is Insurance Agents & High-Volume Field Operations, who need honest leads at a fair price and phone calls that actually convert. Unfinished AI Studio prompting, redundant intake forms, and disconnected calendars built over time create friction that delivery shouldn't have.
32AiM Technologies™ LLC starts with the real day-to-day customer journey, not theoretical diagrams. We will inspect what is already built, connect the critical data channels, and build a repeatable delivery engine as you expand your client base.
What this engagement is designed to improve
Make the Path to a Call Clear
Directly connect VSL landing pages to conversion forms, booking calendars, and drop-off follow-up workflows for leads who fill out a form but drop before booking.
Be Ready to Resell & Scale
Pave the way for SaaS mode with a streamlined, repeatable path to purchase and onboarding. Manual onboarding remains smooth in the interim.
Have a Bench Behind You
Build a direct relationship with a specialized technical team that understands your stack, troubleshoots edge cases, and provides virtual assistant deployment SOPs.
02 / The Foundation
A focused start, built to last.
The audit and foundation build are included in your selected monthly retainer. Work is paced to fit your schedule, auditing existing assets so nothing working is discarded.
8–10 hours
Estimated audit and build effort
3 Sub-Accounts
Uply™, Fetcher™, Retriever™
1–3 Months
Paced build timeline based on tier selection
Inside the Initial Execution
The work, step by step.
- Review forms, calendars, pipelines, tags, workflows, and landing pages across Uply™, Fetcher™, Retriever™.
- Use existing site readiness reports as a starting baseline.
- Map each brand's entry points, intake forms, calendars, tags, and booked calls.
- Document what to keep, fix, merge, or eliminate, creating a prioritized execution plan.
- Walk through findings with Kevin Carden to align on priorities and schedule.
What Remains Yours
Deliverables you keep.
Customer journey map for each sub-account brand
Audit findings and prioritized system build plan
Consolidated forms, calendars, tags, and pipelines
Confirmation, follow-up, no-show, and nurture workflows
Client-facing message copy repository & Google Doc template
Connected VSL landing pages and conversion tracking
Lead source, stage, and follow-up reporting view
Shared deployment SOP library for VA handoff
03 / Ongoing Systems Partnership
Support that grows with you.
Choose one monthly retainer tier to cover the audit, initial build out, and ongoing support. Once the foundation is running, the partnership continues with monthly strategy check-ins, workflow tuning, and client onboarding delivery.
Foundation
$950 / month
Up to 4 service hours / month
3-month minimum, invoiced on the 1st. Audit & foundation build paced over 2–3 months. Extra hours $225/hr with prior approval.
Recommended Pace
Momentum
$1,800 / month
Up to 8 service hours / month
3-month minimum, invoiced on the 1st. Audit & foundation build paced over 1–2 months. Extra hours $215/hr with prior approval.
Full Build
$2,600 / month
Up to 12 service hours / month
3-month minimum, invoiced on the 1st. Accelerated audit & build complete in ~1 month. Extra hours $200/hr with prior approval.
The monthly partnership includes
- Monthly strategy check-in to review performance data and prioritize upgrades
- Ongoing platform & automation maintenance, workflow tuning, and troubleshooting
- Support for onboarding clients into Uply™, Fetcher™, or Retriever™ sub-accounts
- Shared SOP library for repeatable deployments and VA liaison support
- Continuous review of system capacity as client volume expands
04 / Investment Summary
Your investment
Foundation Retainer$950 / month
Momentum Retainer$1,800 / month
Full Build Retainer$2,600 / month
The selected monthly retainer covers the audit, foundation build, and ongoing technical support. Every tier has a three-month minimum commitment and is invoiced on the 1st of each month.
Getting Started
Simple onboarding steps
- 01Select the monthly retainer tier that fits your desired velocity below.
- 02Provide admin access to all sub-accounts (Uply™, Fetcher™, Retriever™) and site reports.
- 03Execute the initial audit, then confirm priorities together on a live walkthrough.
05 / Your Decision & Quote Acceptance
Let’s make it official.
Select your monthly retainer package for 32AiM Technologies™ below to activate the partnership.
Foundation
$950 / month
Up to 4 service hours / month
Essential foundation build paced over 2–3 months. Ideal for steady, step-by-step setup.
Most Popular
Momentum
$1,800 / month
Up to 8 service hours / month
Accelerated 1–2 month build timeline. High velocity for quick deployment across sub-accounts.
Full Build
$2,600 / month
Up to 12 service hours / month
Fast-track 1-month comprehensive audit and multi-brand build out with maximum dedicated capacity.
Your Selected Plan
Momentum — $1,800/month
Includes 8 service hours/month across Uply™, Fetcher™, Retriever™.
Monthly Term & Billing
3-Month Initial Minimum • Invoiced 1st of each month
First month due on receipt to reserve kickoff slot.