Proposal For
Function Group Analytics
Shan,
You have a strong close rate once the right prospect is on a call. The missing piece is a repeatable way to create those conversations outside referrals, then keep every reply, booking, and next action in one place.
This proposal lays out the complete system: the sending infrastructure, LinkedIn-first outreach, verified prospect data, campaign copy, reply handling, and the GoHighLevel sales process that connects it all.
The Challenges
Function Group Analytics closes well once the right person gets on a call. The issue is getting more of those calls without waiting for the next referral. If the goal is two to five new clients a month, the immediate job is creating a consistent flow of sales-qualified leads.
Our Solutions
The objective is straightforward: create a steady flow of sales-qualified leads, then give the team one clear system for turning those replies into booked calls.
Complete Value Stack
Everything Included in the System
Vistaline provides the software, sending infrastructure, data work, campaign execution, CRM automation, and reporting described below.
Three-Month System Overview
The first month builds the foundation. Months two and three turn that foundation into a measured, repeatable outbound operating system.
Kickoff, buyer and offer mapping, secondary domains, inbox provisioning, DNS authentication, warm-up, Sales Navigator and VAYNE data sourcing, validation, copy creation, LinkedIn setup, GoHighLevel build, Slack reply webhook, calendar, pipeline, and end-to-end testing.
Launch LinkedIn first, start email after the three to five business day delay, separate high-volume and targeted lanes, route engaged replies into GoHighLevel and Slack, monitor sender health, and improve targeting and copy from live response data.
Expand the strongest segments, refresh underperforming offers and copy, replenish validated prospect data, maintain sender health, tighten pipeline follow up, run nurture, and report channel, campaign, and pipeline outcomes.
Your Investment
The engagement is CAD $2,170 per month for an initial three-month term, plus a one-time CAD $1,045 GoHighLevel implementation fee in month one. A 5% performance fee applies only to attributable cash collected under the terms below.
- Sales Navigator and VAYNE for prospect sourcing
- Instantly for sending, warm-up, campaign operation, and inbox management
- HeyReach or an equivalent LinkedIn outreach platform
- GoHighLevel CRM setup and use during the engagement
- Secondary sending domains, mailboxes, DNS authentication, and warm-up infrastructure
- Contact enrichment, email finding, validation, suppression, and personalization tooling
- Slack webhook routing, campaign reporting, and the automation work described in scope
Function Group Analytics does not need to purchase the named subscriptions or sending infrastructure separately for the work described here. Vistaline may use an equivalent platform when required for reliability or vendor availability, without reducing the agreed scope.
*The second month-one instalment is due when GoHighLevel is configured and tested and the outbound infrastructure and approved campaigns are ready for launch, or 30 days after the Effective Date if required Client access, materials, or approvals caused the delay. Later monthly fees are billed in advance on each monthly anniversary.
Terms of Engagement
Scope of Work
The Service Provider will deliver the project described in this proposal, titled "Three-Month Outbound Revenue System," for Function Group Analytics. The work includes cold email, LinkedIn, GoHighLevel, Slack reply routing, data sourcing and enrichment, sending infrastructure, copywriting, campaign management, nurture, and reporting. Paid advertising is not included.
The "Effective Date" is the date Vistaline Digital provides its counter-signature after the Client has signed this proposal.
Any work beyond the defined scope requires a written change order approved by both parties before work begins. Change orders will include updated timeline and investment.
Payment Terms
The Client will pay CAD $2,170 per month for an initial three-month term and a one-time CAD $1,045 GoHighLevel implementation fee. Month one totals CAD $3,215. CAD $1,607.50 is due when the Client submits its signature. Vistaline is not required to begin work until that payment has cleared and the Effective Date has occurred. The remaining CAD $1,607.50 is due when GoHighLevel is configured and tested and the outbound infrastructure and approved campaigns are ready for launch. If that milestone is delayed solely because required Client access, materials, or approvals are missing, the second instalment is due 30 days after the Effective Date. Each later monthly fee is due in advance on the monthly anniversary of the Effective Date. All amounts exclude applicable taxes.
The 5% performance fee applies to cash actually received and retained from a customer first sourced through the outbound system during the engagement. An attributed customer must be identified in GoHighLevel with the originating campaign or outbound touch. The fee applies to cash collected under that customer's initial agreement for up to 12 months after the customer's first payment.
A customer first sourced during the engagement remains attributable if the initial agreement is signed during the engagement or within 90 days after termination. Existing customers, active opportunities, prospects already in an active sales conversation, referrals, and unrelated inbound leads are excluded when documented in GoHighLevel or supplied on the Client's kickoff suppression list before launch.
Commissionable cash excludes GST or other sales taxes, refunds, credits, cancellations, and chargebacks. A later reversal is credited against the next performance-fee invoice. GoHighLevel is the attribution record, and the Client's invoices and payment records confirm cash received. Vistaline will provide a monthly calculation, the Client has 5 business days to raise a documented dispute, and the resulting performance-fee invoice is due within 15 calendar days.
The named subscriptions, sending domains, mailboxes, warm-up infrastructure, prospect data, and validation tooling are included and paid by Vistaline Digital during the agreed engagement unless the final commercial terms state otherwise.
Client Obligations
To ensure timely delivery, the Client agrees to provide the following:
- Approval to create and configure the GoHighLevel account and connect the required calendar.
- Access to the main inbox used for engaged prospect conversations.
- Access to the approved LinkedIn sender profile or profiles.
- A customer list with project type and reference permission.
- Service outcomes, case studies, proof points, exclusions, and claims approved for outreach.
- Approval of the first campaign segments and message variants.
- One kickoff session during the first week.
- A primary contact for campaign and copy approvals.
- Respond to review requests within 2 business days.
Delays caused by late access or materials may extend the project timeline accordingly.
IP & Confidentiality
Upon receipt of full payment, custom work product transfers to the Client. Service Provider retains rights to general methodologies. Both parties agree to keep confidential any proprietary information shared during this engagement (survives 2 years).
Support, Termination and Disputes
The initial term is three months from the effective date. It then continues month to month. Either party may terminate for convenience on 30 days' written notice, effective no earlier than the end of the initial term. Either party may terminate for a material breach that remains uncured for 10 business days after written notice, or immediately for fraud, insolvency, illegal activity, or a material confidentiality or data-security breach. Vistaline may suspend work after 5 business days' written notice while an undisputed payment remains overdue. Fees earned before termination remain payable, and the attribution, performance-fee, confidentiality, intellectual-property, and dispute terms survive where required to give them effect.
The parties will first try to resolve a dispute through good-faith negotiation. This agreement is governed by the laws of British Columbia and the federal laws of Canada applicable there. The parties submit to the exclusive jurisdiction of the courts located in Vancouver, British Columbia.
Acceptance
By signing, both parties accept the scope, investment, payment schedule, attribution rules, and terms stated in this proposal.
Shanawaz Janmohamed
Daschel Gorgenyi
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