Elevate IQ
Engagement One · Proposal
Lavin Companies · 04 · 26 · 2026
For Kevin Lavin · Lavin Companies
Five tabs. The whole picture. Built for you, not a template.

Built to save you time. Built to give you advantage.

Two lenses, every choice. Time you get back. Information you have that your competition doesn't. Both of those run through your platform — your data, your accounts, yours to keep.

Kevin — here's what I'm proposing, in one breath.

I build you a working platform on the data you already have, with a few customer-facing surfaces that bring in business and a few internal surfaces that take work off your plate. The whole thing runs on accounts in your name. You're not renting it from me. When the engagement ends, the system is yours and it works without me touching it.

The two lenses below are how I'm thinking about every workstream. Saves time is hours back to your week. Gives advantage is information or visibility that your competitors don't have. Some workstreams do both — but every choice is at least one.

Lens One

Saves you time

Hours back to your week. Things you do manually now that the system handles automatically — drafted, sent, recorded, reconciled — without you touching it.

  • Quote PDFs draft themselves from job specs
  • Booking confirmations send to the customer the moment a job's locked in
  • Invoice drafts pre-fill in QuickBooks from completed jobs
  • Customer follow-up emails go out on schedule
Lens Two

Gives you advantage

Information or visibility your competitors don't have. A website that converts. A bulk-yard quote-request flow that captures demand. A chat assistant that answers your competitive questions in seconds, not days of digging.

  • Two-channel website that funnels real quote requests in
  • Bulk yard quote-request flow that creates a customer in QuickBooks instantly
  • Sales Assassin chat focused on blower-truck work — competitors, public bid records, park district contract data
  • Leadership Portal showing today's pipeline at a glance
The thing that makes this different

Your data. Your platform. You own all of it.

Every account in your name from day one — Vercel, Supabase, Anthropic, Twilio. The website and Portal run on hosting you pay for, directly, at provider rates. Your data lives in your database. Sales Assassin runs on your AI account. The backend code lives in a GitHub repository in your name, viewable commit-by-commit as we build. If I disappeared tomorrow, every login still works. That's the load-bearing commitment — and it's structural, not contractual.

What this proposal is. A clear menu of what I'd build, what each piece costs, when it ships, and what stays yours when it's done. The next four tabs walk through the rest:

Trajectory — how this install creates the layer Engagement Two stands on. Menu — the interactive composer where you pick the workstreams. Surfaces — what the website, Portal, and Sales Assassin will actually look like in your green. How It Ships & Stays Yours — the 16-week sequence, the security commitments, and how handoff builds alongside the work, not at the end.

This install is the layer everything else stands on.

Engagement One builds the foundation. Engagement Two and beyond are the things you'll want once you see what the foundation lets you do — and they're cheaper to add because the foundation is already yours.

Kevin — most platforms try to sell you everything at once. I'm building the install first. The reason matters: once your data is running through your own database, once your customers are flowing through your own website forms, once your Portal is the surface you check in the morning — adding the next thing isn't a project, it's a Tuesday.

Here's the trajectory I see for you. None of this is in scope for Engagement One. It's here so you can see where the install points, not so you commit to it now.

Stage 1 · Engagement One (this proposal)

Install the platform · ship the surfaces

16 weeks. $14K foundation + selectables you compose. The platform goes live. Your website refresh, the Bulk Yard quote-request flow, Sales Assassin V1, QuickBooks integration, the Time Savers. By week 16 you operate the system alone — that's the silence test, and it's load-bearing.

Everything below this point assumes the install is already live and running.

Stage 2 · Engagement Two (when you're ready)

Sales Assassin V2 · the data starts updating itself

What changes. V1 ships with the substrate I built with you during the install — blower-truck competitor profiles, public bid records, park district contract data, all current as of the build. V2 is when scheduled ingest gets added: the system goes out and pulls fresh data on its own — new park district awards as they're posted, competitor permit filings, public RFP listings, anything in the public-record space worth tracking. You stop asking "is this still current?" because the freshness is the system's job, not yours.

Why it's a separate engagement. V1 is install-and-walk-away — you own it, you run it, no recurring obligation. V2 is a different commercial category: ongoing service that keeps the data alive. Different shape, different conversation. We have it when you've used V1 enough to know what fresh data actually changes for you.

Stage 3 · Engagement Two (parallel option)

Bulk Yard GTM Phase 2 · online ordering with payment

What changes. Phase 1 (in this engagement) takes quote requests and notifies you. You quote, customer responds, you schedule. Phase 2 adds online ordering — the customer picks the volume, picks the delivery window, pays online, and the order lands in your system fully booked. PCI handling, payment processing integration, inventory-aware scheduling.

Why it's a separate engagement. Phase 1 is the proof that the demand is there. If quote requests come in steadily for 90 days, Phase 2 is the obvious next step. If they don't, we don't waste money building a checkout for traffic that isn't there. Phase 1 earns the right to Phase 2.

Stage 4 · Whenever it makes sense

Whatever surfaces become obvious once you live with the platform

Crew scheduling. Field operations capture from the truck. Job-cost vs estimate tracking. Customer self-service for delivery status. Things I can't predict — but you'll see them, because the platform makes them visible. Each new surface is a small engagement, not a re-platform, because the foundation already exists.

The trajectory math. Engagement One carries the foundation cost — the database, the hosting, the integrations, the pattern. Every engagement after this one is just a new surface or a new flow on top of that foundation. The install pays itself off twice: once in the time and advantage it gives you over the next 90 days, and once again every time you add the next thing for less than half what it would have cost without the foundation in place.

Compose your install.

An interactive menu of what I'd build. Every install starts with the foundation. From there, you pick which workstreams join — each priced standalone so you see exactly what every choice costs.

How this works, Kevin. Engagement One is a pattern, not a fixed package. Every install carries the foundation — what everything else stands on. From there you compose your install: pick the workstreams that matter most for how you actually run.

Every workstream is tagged through your two lenses — saves time or gives advantage — so the cost of each choice is also a choice about what kind of value you want first.

The total at the bottom updates as you select. When you're ready, hit Copy My Selection and text or email what you've picked. Engagement letter lands within 48 hours.

01 — Foundation

What every install includes

02 — Compose

Compose your install · pick what matters

Looking ahead — Engagement Two (covered in detail on the Trajectory tab)
Two paths open after this install. Sales Assassin V2 adds scheduled ingest so the data stays fresh — a different commercial category (an ongoing service, not install-and-walk-away). Bulk Yard GTM Phase 2 brings online ordering with payment when Phase 1 demand proves out. Mentioned here so you see the trajectory; neither is in scope for this engagement.

What it'll look like.

Five mock-ups in your green. Not final design — directional. Built to show how the surfaces hang together, how the brand carries through, what your customer sees, and what you see when you log in.

About these mock-ups. The palette is your green family — the production website and Portal will be tuned to whatever final color, type, and photography we decide together during the Spec-Acceptance Walk in week 2. What's static here is the shape: the surfaces, the flows, what shows up where. The polish layer comes during build.
Mock 01 · Public Website
Two-channel hero · the front door of Lavin Companies
lavincompanies.com
Lavin Companies

Blower truck installs. Bulk yard delivery. [Region], since YYYY.

Two services. Two customers. One company that owns its trucks, its yard, and its word.

For Park Districts · Contractors · Municipal

Blower Truck Installs

Playground mulch, commercial mulch, erosion materials — placed precisely, faster than by hand. IPEMA-spec wood fiber for park districts.

Request an Estimate →
For Homeowners · Landscapers · DIY

Bulk Yard Delivery

Mulch, topsoil, gravels, stone — delivered to your driveway. Schedule by the cubic yard. Repeat customer? I remember.

Schedule a Delivery →
Owner-operated
Family-run
In-house crews
No subcontracting
Two services
One operation
[Region]
Service area
Mock 02 · Bulk Yard Channel Page
Product cards with quote-request CTA · feeds the GTM Phase 1 flow
lavincompanies.com/bulk-yard

Bulk Yard Delivery

Quote any product. Delivery typically within 3 business days.

mulch · photo TK

Premium Hardwood Mulch

Triple-shredded, dyed brown. By the cubic yard.

From $48 / yd³
Request Quote
topsoil · photo TK

Topsoil · Screened Loam

Premium screened loam. Lawn or garden ready.

From $42 / yd³
Request Quote
crushed stone · photo TK

Crushed Stone · 3/4"

Driveway base, drainage, hardscape backfill.

From $58 / yd³
Request Quote
compost · photo TK

Compost · Leaf Blend

Aged leaf-and-yard-waste compost. Garden-grade.

From $52 / yd³
Request Quote
Mock 03 · Leadership Portal
Today's dashboard · the surface you check in the morning
portal.lavincompanies.com
Lavin · Portal
Today Clients Schedule Daily Capture Sales Assassin
Open quotes
7
+2 since yesterday
Jobs scheduled this week
11
3 blower · 8 bulk yard
Invoice drafts ready in QB
4
Review & send
Today's quote requests
Garcia Landscape · 12 yd³ premium hardwood mulch New · 18m ago $612
Becker Residential · 4 yd³ topsoil + delivery New · 1h ago $224
Whitman Builders · blower install · 2,400 ft² Replied · awaiting $3,840
D&K Hardscape · crushed stone · 8 yd³ New · 3h ago $496
Mock 04 · Sales Assassin V1
Embedded chat · blower-truck competitive intel · public bid + park district data
portal.lavincompanies.com / sales-assassin

Sales Assassin · V1 · Blower Truck

Substrate · current as of build
What did the regional park districts pay per cubic yard on blower-truck installs last year?
Park district public records · regional blower-truck installs · 2025. From the 9 park district contracts I pulled during build (public award records + permit cost disclosures): per-yard installed cost ranged from $62 – $94/yd³ depending on volume, site complexity, and product spec.

Three districts (Westbrook, Hartfield, Concord Rec) awarded at the high end ($88 – $94) — all spec'd certified erosion control blends on slope work. Four districts (Marlow, Briar, Sutton, Pinehurst) awarded $68 – $76 for standard playground surfacing. Two (Allerton, Maple Ridge) hit $62 – $64 — both bulk loose-fill, simple access.

Note · this read reflects the substrate I built with you in week 8–10 of the install from public bid records + park district disclosures. V2 (Engagement Two) is when ingest goes scheduled and reads stay current automatically as new awards get posted.
Which competitors won most of those park district awards?
Of the 9 awards · 3 firms took 7 of them. Greenline Installations won 4 (Westbrook, Hartfield, Marlow, Sutton) — they own the certified-erosion-control niche regionally. Cardinal Materials won 2 (Briar, Allerton) — pricing aggressive on simpler jobs. Hudson Yard Services won 1 (Concord Rec).

Two awards went to firms outside your competitive radius (Pinehurst to a New Hampshire firm, Maple Ridge to an in-house crew). The substrate has full profiles on Greenline and Cardinal — including their published certifications, equipment fleet visible on their site, and the 6 commercial accounts they reference publicly. Want me to pull either one?
Ask Sales Assassin a question...
Send
Mock 05 · Time Savers
Booking-confirmation email · auto-sent the moment a job locks
From: Lavin Companies <dispatch@lavincompanies.com>
Lavin Companies

Your bulk yard delivery is booked.

Hi Sarah —

Your delivery for 4 yd³ of screened topsoil is confirmed for Thursday, May 7th. Estimated delivery window: 10:00 AM – 12:00 PM.

Delivery address
47 Birchwood Lane
Concord, MA 01742

Driver will text on the way
Approx 30 minutes before arrival.

Please make sure the driveway is accessible and the drop spot is marked. If you need to change anything, just reply to this email — it goes straight to dispatch.

Thanks for choosing Lavin.

Lavin Companies · lavincompanies.com · (555) 555-0142

How it ships. How it stays yours.

16 weeks. Eight discipline-named gates. ROI surfaces ship first — your website goes live in week 6, time-savings start the same week. Handoff isn't a moment at the end; it builds alongside the work.

01 — The architecture

What I build · accounts in your name

The install runs on accounts you own outright. Cloud-owned means every login is in Lavin Companies' name from day one — the website hosting, your database, the AI account, your existing QuickBooks. I have admin access during the engagement so I can build. At handoff, I revoke it. Your billing relationships are direct with each provider.

This is the same setup I run for my own work — proven, deploys in days once we know what your data looks like. Nothing here is custom infrastructure; the build effort is in the substrate (your data) and the surfaces (Portal, Sales Assassin, Time Savers) — not in re-inventing the plumbing.

The architecture · accounts in your name
If I disappeared tomorrow, every login still works.
Monthly cost to providers (not to me). Realistic combined: $80 – $150 per month for your volume. Vercel ~$20 · Supabase ~$25 · Anthropic API usage-based ($20 – $60 typical) · Twilio volume-based ($10 – $30). QuickBooks Online and your existing email/domain stay where they are. After the engagement, you pay providers directly — zero ongoing cost to me.
02 — The sequence

16 weeks · ROI surfaces ship first

Each phase ends with a gate — a hold-point where we walk what's built so far and confirm before moving on. Gates aren't progress milestones; they're the discipline that keeps the install operator-built. If a gate fails, we hold and resolve before continuing.

The sequence is built around what gives you ROI fastest. Your website refresh with the bulk yard quote-request flow ships in week 6 — that's a customer-facing surface earning its keep before the engagement is half over. Sales Assassin V1 follows in weeks 9–10. The time savers and QuickBooks integration land mid-engagement so the back-office relief is steady.

Phase weeks · gate at end ROI surface ships Silence test
    Handoff is not a moment · it's a track
    Documentation builds as the install builds.
    Most engagements treat handoff as a final-week dump — a binder full of stuff you'll never read. I do it differently. As each piece ships, the handoff material for it ships too. When the website goes live in week 6, the SOP for managing the quote-request flow lands in your shared folder. When QuickBooks integration wires in week 11, the workflow for the new invoice-draft pattern lands. The GitHub repo holding all the backend code accumulates commit-by-commit, in your account, viewable as we go. By week 15, handoff isn't a delivery — it's a confirmation of what you've already had access to all along.
    Discovery's authority
    If onboarding surfaces something I didn't expect, we hold the gate.
    Onboarding (weeks 1–2) is when I read your operation honestly. I'll spend focused time at the bulk yard and at your office, walk QuickBooks with you, and ask questions about how you actually run the business — most of which we've already touched in our prior conversations, so I don't expect surprises. But if the structured read surfaces something that doesn't match what we assumed, I hold the Spec-Acceptance Walk in week 2 and re-cost. No silent scope changes, no hidden re-pricing — just an honest conversation about what's true and what shifts. Discovery isn't a formality; it has the authority to actually change the engagement.
    03 — What keeps it yours

    Six commitments · each one is a real mechanism

    Operator-built means three things in practice: account ownership at every layer, your data only in your database, walk-away preserved by how it's built, not by promises. The six commitments below name what each of those looks like in practice — what gets set up, what you control, what happens when something goes wrong.

    What I explicitly don't do

    I'm a one-person practice, not an audited platform. So:

    No SOC 2 / ISO 27001. I don't carry compliance certifications. The setup follows standard cloud-security practices (encrypted data, secure logins, multi-factor on admin) but I don't produce audit reports. If your buyers ever require certifications, that's a different conversation.

    No payment-card or health-data handling. Phase 1 of the bulk yard quote-request flow doesn't take payments — it gathers requests and notifies you. If you want online payments later, Phase 2 brings that with proper PCI handling. Health data isn't in scope.

    No 24/7 support. After handoff, you operate the system. I'm available for new engagements, not on-call. If you want ongoing support, we scope it separately.

    Your first step

    Within 5 business days, three things from you:

    1. Compose your install. Head to the Menu tab. Select the workstreams. Hit Copy My Selection and text or email me what you've picked.
    2. Pick a kickoff Monday. Onboarding runs two weeks. The full 16-week build runs from kickoff. Tell me the Monday you want to start; I lock the calendar.
    3. Confirm payment shape. 5 monthly payments — first at kickoff, second through fourth monthly, fifth after the silence test passes. Reply to confirm or to propose a tweak.
    Composed
    0 of 5
    All-in
    $14,000
    5 monthly payments of
    $2,800
    Copied · paste into your reply