Private proposal — partnership

you sell it. we build it and run it.

You said it on our second call: you're the one who picks up the phone and converts. We're the ones having too much fun building to go sell it. That's not a conflict — that's the whole business. This is the packaged offer and the target list you asked for, so you can pitch it without us on the call.

Built and run by an operator with real businesses on this exact stack — not an agency selling templates.

20%
of collected revenue on deals you bring and close
0 hrs
delivery, support, or build work on your plate
~$16K/yr
found on our own 11-unit portfolio in one renewal audit
3 wks
to replace ~$60K/yr of software at the donut company
01 / the fit

you're a sales channel, not a client.

We could sell you a system. That's the small version of this. The bigger version is that you've spent 20 years building the exact network we'd otherwise spend a year cold-calling into — agents, property managers, contractors, investors — and you'd rather sell than build. So let's split it that way.

You bring

Relationships and the close

Two decades of agent, PM, and GC relationships in Contra Costa and SF. First conversation, qualification, and the close. You already do this every day and enjoy it.

We bring

The build and the running of it

Discovery call support, the system itself, the ongoing operation and support. You never touch delivery, never field a support request, never manage a build.

You don't take on

Any capital or overhead risk

No retainer to us, no minimum volume, no exclusivity. You get paid out of revenue that only exists because you created it.

We don't ask you for

Your own budget

This isn't a services pitch aimed at you. Your network is where the money is, and that's the part we're proposing to build together.

02 / the partnership

two tiers, paid on cash collected.

Deliberately simple. Your cut scales with how much of the sale you actually carry — an intro is worth something, running the whole conversation is worth a lot more.

tier a / introduction

Warm Intro

You make the connection, we take it from there

10% of collected revenue
  • You introduce, we run discovery and close
  • Paid on all revenue from that client for 12 months
  • Includes project fees and monthly coverage
  • No involvement required after the intro

Best when you know someone but don't want to carry the conversation.

The ground rules

Deals are registered in writing before the intro, with a 90-day attribution window. Contracts are signed directly between ClickFuze and the client — we own delivery, support, and the service relationship. Commission is paid on cash actually collected, not invoiced, within 15 days of month end. Non-exclusive both directions. Either side can pass on a bad fit, no explanation needed.

1 pgreferral agreement
03 / the offer

three tiers. you can pitch this without us.

This is the "tier thing" you asked for. The shape matters: nobody buys a big build from someone they just met, so the first step is small, paid, and credited back. It qualifies the client and it de-risks you.

01

Ops Teardown — $2,500

Two weeks. We map how the business actually runs, rank where money and hours leak out with a dollar figure on each, and build one working piece so they see it move. Credited in full against a Sprint if they go ahead — so it's effectively free for anyone serious.

02

Build Sprint — from $7,500

Three to four weeks. We build the top one or two leaks from the teardown into working systems — intake, follow-up, quoting, reporting, whatever the map surfaced. Measured before and after, so the result is a number, not a feeling.

03

Coverage — $1,500/mo

We run it. Monitoring, fixes, iteration as the business changes, and a monthly report on what the system produced. Month to month — they can stop anytime, which is why we have to keep earning it.

The pitch in one line: "Two weeks and $2,500 to find out exactly where the money is leaking — and it comes off the build."
$2,500credited, not spent
04 / the door opener
lead with this one

the renewal audit

On our own 11-unit rental portfolio, we pointed an agent at the insurance renewals and it surfaced $1,356/mo — about $16,300 a year that was quietly being overpaid. Nobody checks these. Everybody renews on autopilot.

That's the opening artifact inside the teardown for anyone with property or an investor client base. It's not a promise about the future — it's a number on their own paperwork, in week one.

  • It's already built. No new development to sell it.
  • It's a dollar figure, not a capability. Same reason a CPA is easy to pay.
  • Your whole network qualifies. PMs, landlords, agents' investor clients.
  • It sells the second meeting for you. Once they've seen one number, the rest of the teardown sells itself.
05 / who to sell it to

the target list.

Three profiles, all of them already inside your network. The pattern is the same in each: a business that's good at the work and drowning in the admin around it.

Property managers

10–150 doors. Admin staff cost is the pain, leasing agents are capacity-capped, renewals and vendor pricing never get audited. Highest-fit profile on this list.

Real estate teams

5+ agents, or a solo agent with a real investor book. Lead follow-up, transaction coordination, and post-close nurture are the leaks.

Trades & GCs

$1M–$10M revenue, 3–25 in the field. HVAC, roofing, remodel. Great at the work, terrible at bids, invoices, and answering the phone — exactly the contractor you described.

Buy signals — if you hear any of these, it's a live one the owner's personal cell is the business line · quotes and invoices go out late or not at all · they're about to hire an admin · three or more disconnected apps · after-hours leads reach nobody · renewals and vendor pricing have never been audited
green
Pass on these pre-revenue or "once we launch" · nobody internally owns a process · they want a logo, a website, or ads · they expect us to also generate the demand · price is the only question they ask
red
06 / first moves

three we can start on this month.

All three came out of our two calls. Ordered by how close they are to actual money.

01
Your property manager friend You named him as someone with the budget who'd cut admin cost and free up his leasing agent. Warmest lead from both calls, and property ops is our home turf — we manage other owners' units ourselves. Teardown scoped to admin load + the renewal audit.
intro
02
The GC you already signed Great at the work, allergic to admin and BD — the textbook version of this. Standard teardown → sprint. Just as valuable: it becomes the case study you use to sell the next six.
teardown
03
The 721 / UPREIT program Biggest ticket of the three and the only one with a built-in third-party payer, since the advisor is FINRA-restricted and can't market it himself. Needs one call with him in the room to confirm scope and who owns compliance review before we quote anything.
scoping call
07 / staged, not skipped

two things we'd sequence, not start.

Both are good ideas. Neither should be first, and we'd rather say that now than six weeks in.

Sequence

Phoenix Movers

The agent-bundled angle with the per-agent truck magnet is genuinely clever. But you need ~12 agents booking to fill one truck, and that's a demand question, not a software question. Cheapest honest version: publish the site you've already drafted, an agent-facing booking form, a CRM pipeline, and automated quote → confirm → reminder. Magnets stay manual. Prove the 12 agents, then we talk about being the software layer.

Sequence

The on-camera problem

An AI avatar of you isn't there yet — it will read as fake, and it will underperform you actually on camera, which defeats the point. But you named a real market: experts with 20 years of stories, no bandwidth, and no love for the lens. The version that works is you batch-recording once a month and us running edit, publish, distribution, and CRM. Worth doing — after a paying ops deal lands, and with the advisor's compliance review on anything touching 721.

08 / why ClickFuze

built by an operator, not an agency.

Jack runs a seven-location donut chain and an eleven-unit rental portfolio on automation he built himself — including replacing ~$60K/yr of software in three weeks. Every system we'd sell into your network is running in a real business first.

That matters for you specifically: when you put your name on an introduction, the thing on the other end has to work. Your relationships are the asset here, and we're not going to spend them on a template.

7
donut shops running on it
11
rental units, same stack
~$60K
annual software replaced
3 wks
to build it, solo
09 / next step

pick one and let's put a date on it.

Three things to lock: which tier you want to work under, a one-page referral agreement signed before any introductions, and the first intro on the calendar. Our vote is the property manager — it's the closest to money and it's the one we're best equipped to prove out fast.

Lock the first intro
private proposal · prepared for Denise Pham · hello@clickfuze.io