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Proposal: Online Course & Automated Funnel Build for Carolina Procurement Institute (Gary Washington)

✨ Executive Summary

You’ve built 27 years of authority helping entrepreneurs and organizations secure contracts, avoid business pitfalls, and succeed in government procurement. Now, your next step is automation—transforming your proven expertise into a scalable online course ecosystem that:

Automates client acquisition & delivery 📲

Expands your reach nationwide 🌎

Establishes you as the authority in procurement training 👨‍🏫

Frees your time while creating new recurring revenue streams 💰

We’ll design your digital courses, build the funnel & platform, and run ads to drive consistent enrollments—complete with risk-reversal guarantees to ensure ROI.

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🎯 Client’s Stated Goals

Automate what is currently delivered in-person or manually ✅

Sell online courses in the $160–$280 range per class 🎓

Offer multiple niche classes (startup pitfalls, certifications, best businesses to start, contract readiness, etc.) 📝

Add upsell options (15-min consulting, live bid access, membership) 🔑

Generate impact: success stories of entrepreneurs starting & growing businesses 📈

Free up personal time while increasing revenue 🔄

Build credibility by leveraging Gary’s military background, published book, and contracts secured with major institutions (e.g., SC Governor’s Office, SBA programs) 🏛️

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🛠 Scope & Deliverables

Phase 1 – Strategy & Foundations

Onboarding & deep-dive questionnaire 📝

Market & competitor research 📊

Messaging + “Big Idea” positioning 🔑

Course & offer mapping (first flagship course + upsells) 🎯

Phase 2 – Build & Production

Course platform setup (secure login, hosted content) 🎓

Funnel design: landing page, sales page, checkout 💳

Ad creatives: videos + graphics for Meta (FB/IG) 📲

Email automation for onboarding + upsells 📧

Phase 3 – Launch & Scale

Initial ad campaigns ($50–$100/day recommended) 🚀

30 days of ads management + optimization 📈

Testing & refinement of funnel copy, pricing, and targeting 🔍

Post-launch strategy session for scale-up ⚡

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🌐 Tech & Hosting

Built on industry-standard LMS & funnel platforms (not proprietary) 🔧

You own 100% of content, funnel, and client data 🔑

If partnership ends, you can revoke our access & retain the system ✅

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🤝 Support & Communication

Dedicated Slack channel or email thread 📬

Weekly updates during build phase 🗓️

Strategy calls at milestones (end of Strategy Week, Pre-Launch, Post-Launch) 📞

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📆 Timeline

Week 1: Strategy, onboarding, research, & positioning ✅

Weeks 2–5: Funnel build, course setup, ad creative production 🔨

Weeks 6–7: Launch campaigns, live testing, optimization 🚀

Week 8+: Scale campaigns, review next courses/membership add-ons 📈

(Estimated total: 6–12 weeks build, then 30 days ads management)

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💵 Investment & Payment Options

Full Build-Out Package: $25,000

Includes strategy, platform build, funnel, course setup, creatives, and 30 days of ads management.

Payment Options:

Pay-in-Full (10% discount): $22,500

Split Payment: $12,500 upfront + $12,500 at 30 days (pre-launch)

Advertising Budget: $1,500–$3,000 (first 30 days, billed directly to Meta/Google) 💳

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📈 ROI & KPI Targets

Break-even target: within 90 days of launch ⏱️

Initial ROAS (Return on Ad Spend): 2–3x (e.g., $10k ad spend → $20–30k course sales) 📊

Long-term potential: recurring memberships (e.g., $100–$200/mo for bid access → $20k+/mo in recurring revenue with 100 members) 🔑

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✅ Risk Reversals

Strategy Fit Guarantee: If after Strategy Week you feel alignment isn’t there, full refund. 💯

Offer Re-Haul Guarantee: If no positive ROAS in first 14 days of ads, we rebuild your funnel/offer from the ground up at no extra cost. 🔄

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✅ Next Steps

Review this proposal with your board 🏛️

Select payment option (Pay-in-Full or Split) 💳

Approve & sign agreement 📑

Kick off Strategy Week 🚀

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🙋 FAQ Quick Hits

Who owns the assets? → You own 100% of platform, funnel, and course.

Ongoing fees? → Only ad spend + optional continued management agreement.

What about live bids? → We can integrate this into a paid membership tier for recurring revenue.

How are ads handled? → You fund ads directly via Meta/Google; we manage strategy & optimization.

Can this expand later? → Yes—add more courses, memberships, or coaching upsells over time.

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📌 In Summary: This project positions Carolina Procurement Institute as the go-to digital authority in procurement & business success training—scalable, automated, and profitable. With Gary’s credibility and our launch framework, this is built to deliver both impact and ROI.

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