Exclusive Partnership Proposal — v3 Final
Prepared by Quan · Monmac Labs  ·  May 13, 2026  ·  For James R. Wellington

Veridian Strategic
Planning Group

Your AI-Native Operating System — Owned Outright. Franchise-Ready from Day 1.

One new client at your $60K average covers the entire build. Every advisor hour you recapture is yours to bill. Nothing falls through the cracks — that's the engineering commitment.

3 Portals Built in Parallel
56-Strategy Rule Engine
$329K Wealth Retained / Client
10 Rounds of Revisions
The Story — What You're Building

You've Designed the Practice.
What's Missing Is the Connection Layer.

James didn't come in asking for a portal. He came in with a complete vision — and a stalled build.

“

Color wise, esthetic wise, this is what I would like it to look like. You can improve upon it. I am definitely not gonna tell you, No, like you're more than welcome to improve upon it. But like, style, you know, color wise, I feel like it's modern enough that it's not, you know, crazy, but I feel like it fits the high net worth individuals.

J
James R. Wellington
Veridian Strategic Planning Group — on his Claude-built mockup

His Stated Mission

“I want to find somebody that can understand my vision, understand what I want, and then even be able to be self sufficient.”

What You've Already Built

Veridian Strategic Planning Group brand established
Public Benefit Corporation structure in place
15-tool tech stack identified, locked, and documented
50+ strategy catalog with formal applicability rules
Tagline locked: "Strategic Planning Engineered for Legacy"
7–8 CPA firm partnership closing this week (May 14)
$45–75K/yr Year 1 client engagement model proven

What's Missing

→Connection layer between the 15 tools (currently siloed)
→AI synthesis pipeline — 4 analyses → 1 client deliverable
→3 differentiated portals (client / partner / advisor)
→"Nothing falls through the cracks" workflow guarantee
→Multi-tenant architecture ready for franchise replication
→Branded client experience matching the family-office tier
Our Solution — How We Build It

The Operating System Above Your Tools

GoHighLevel stays in its lane. We build the AI-native operating system that sits above it — owned by you, franchise-ready from Day 1, with seven core components built and deployed.

7 Core Components — All Paths Include All 7
Component 01

Three Differentiated Portals

Client portal (live Fathom KPI dashboard + strategy delivery), Partner portal (CPA firm commissions + attribution), Advisor portal (workflow tracking + deliverables). Built in parallel — not sequential.

Component 02

AI Synthesis Pipeline

Fathom meeting recording → Unified Strategy Memo + Client One-Pager + Advisor Brief. One pipeline, three deliverables, minimal advisor time between transcript and delivery.

Component 03

56-Strategy Rule Engine

Typed applicability logic and savings models applied to each client engagement in under 30 seconds. Strategies surface automatically — no more relying on an advisor's memory.

Component 04

Sequence Engine

Every multi-step workflow enrolled in state-tracking. When a client moves between phases, that transition is tracked, retried on failure, and surfaced in Slack if it can't complete. "Nothing falls through" is enforced, not promised.

Component 05

Obsidian Memory Layer

Every Claude call, every synthesis output, every advisor sign-off written as plain-text notes in a git-backed vault you own. The audit trail is readable by any competent person without new software.

Component 06

Compliance Plumbing

Every AI-generated number traceable to input. Strategy whitelist validator. Disclaimer immutability. Version-stamped deliverables. Advisor approval audit trail. Built in, not bolted on.

Component 07

Multi-Tenant Franchise Foundation

The data model and tenancy structure for the 7–8 CPA firms closing this Wednesday are architected from Day 1. No costly refactor when you franchise. White-labeling ready in Year 1.

The Timeline — How Long It Takes

Discovery Sprint to Live System

Each phase ends with a Proof Gate — you sign off in writing before a dollar moves to the next phase. No ambiguity, no scope creep, no surprises.

DS
Discovery Sprint⏱ 2 weeks — $4,500 (credited to Phase 1)

Architecture Locked, Prototype Delivered

Architecture diagram for all three portals + all 15 integrations
API tier confirmation for ProConnect, Fathom, RightCapital, Holistiplan
Clickable Veridian-branded prototype of the client portal
Multi-tenancy decision for 7–8 CPA firms formalized
Phase 1 SOW locked for signature
Proof Gate: architecture diagram + prototype approved → Phase 1 SOW signed
P1
Phase 1 — Core Build⏱ 14 days (Path A) · 30 days (Path B) · 60 days (Path C)

Three Portals + AI Pipeline + Rule Engine Live

M1: Auth + 3 portal scaffolds + role-based access
M2: Core integrations + sequence engine + AI synthesis plumbing
M3: 56-strategy rule engine + polish + go-live
Obsidian memory layer active from Day 1 of M1
10 revision rounds available per deliverable
Proof Gate after each milestone — no payment until sign-off
P2
Phase 2 (optional)⏱ Q3 2026 — Custom CRM upgrade (~$15K)

Custom CRM Replaces GoHighLevel

Domain-specific data model: trusts, LLCs, family partnerships, tax years
GHL sunset with clean data migration
Franchise white-labeling controls
Apollo + Clay replacement with Claude-native outbound
Proof Gate: GHL dependency removed — you own the full stack
R
Monthly Retainer⏱ $3,950/mo · 12-month minimum · starts at go-live

System Maintained, Continuously Improved

12 hrs/month active development (bugs, new automations, minor features)
All infrastructure monitored on your accounts — you control access
One new integration per quarter at no charge
Quarterly 60-min strategy session + roadmap
4 business-hour Slack SLA — incident response immediate
30-day wind-down notice after 12-month minimum — no lock-in
The Outcomes — What Changes for You

From 60–90 Days Per Client
to 5–10 Days

These aren't marketing projections. They come from your own Manual Ops Playbook v1.1 — which documents 27 manual hours per client engagement. Here's what Phase 1 changes.

Today
Client lifecycle
60–90 days, 30+ advisor hours per engagement
Four separate deliverables
Clients can't navigate four domain analyses — no unified view
Outbound triage
Manual 4–5 hrs/week; replies fall through cracks
Tax season filing
6–12 hrs per HNW return — no pre-fill pipeline
Strategy applicability
Decided manually per client — advisor memory dependent
Quarterly briefings
Written from scratch each time — 3–4 hrs per brief
Client work scattered
Liscio, Box, ClickUp, GHL — no unified experience
Your Claude-built mockup
Lives locally — not deployed, not branded, not on every device
After Phase 1
5–10 days, ≤3 advisor hours
AI synthesis pipeline handles the 27-hour manual workflow
1 integrated memo + 1 client one-pager + 1 advisor brief
Three-deliverable output from one Fathom transcript — automatically
Replies auto-routed to GHL, Slack alert in <4 hrs
Zero manual triage — full attribution, zero cracks
40–60% reduction via ProConnect pre-fill
From 6–12 hrs to under 5 hrs per HNW return
56-strategy rule engine: <30 seconds
Typed applicability logic runs automatically against every new client profile
AI-drafted brief from Fathom + RightCapital deltas
Advisor approves — doesn't write. 3–4 hrs → 20 minutes.
One Veridian portal — branded, AI-native, owned by you
Single source of truth across every tool, every team member
Live, deployed, on every device
Every team member has access. Every CPA firm partner has their portal view.
$329K
Wealth retained per client per year

Your own Strategy 7.5 documents how tax-optimized advisory at your level preserves $329K/yr per family-office client. One new client at your $60K midpoint fee pays for the entire Path A build. The math is not complicated.

What It Costs Elsewhere

The Market Rate for This Scope
Is $80K–$400K at 6–12 Months

Every figure below is sourced from published market data. The two hidden cost killers — timeline and revision rounds — are often worse than the sticker price.

Procurement PathTimelineRevisions IncludedTotal Cost (Phase 1 Scope)Source
Upwork senior US solo (200 hrs)4–8 weeks1–2 rounds$26K–$48Kindex.dev
Mid-tier custom CRM agency6–9 months2–3 rounds$98K–$140Kpurrweb.com
Multi-tenant portal (enterprise tier)6–12 months2–3 rounds$80K–$400Kspaceotechnologies.com
Toptal LLM specialist (200 hrs @ $240/hr)8–16 weeks1–3 rounds$150K–$300K+Toptal published rates
Fintech investment app comparable (~2,100 dev hrs)6–12 months3–5 rounds~$105Kprioxis.com
★ Veridian × Monmac Labs14–60 days (your choice)10 rounds — 3–10× industry standard$22K–$55KThis proposal

Sources: index.dev, purrweb.com, spaceotechnologies.com, prioxis.com, Toptal published rate cards — May 2026

Our Three Paths — Investment

Same Outcome. You Choose the Timeline.

All three paths include all 7 components — portals, AI synthesis, rule engine, sequence engine, Obsidian memory layer, compliance plumbing, and 10 rounds of revisions.

Path A
$55,000
The Whole Operating System
14 days

Custom AI-native CRM from Day 1. No GHL dependency. Franchise architecture fully deployed.

Custom AI-native CRM (no GHL)
3 portals fully deployed
AI synthesis pipeline
56-strategy rule engine
Sequence engine + Obsidian
Multi-tenant franchise architecture
10 rounds revisions per deliverable
Code in your GitHub Day 1
Proof Gate sign-offs between milestones
★ Recommended
Path B
$32,000
Pragmatic Acceleration
30 days

GoHighLevel as the CRM layer now. Custom CRM upgrade available Year 2 (~$15K). Same outcome — faster start, lower upfront.

GHL + AI agent layer on top
3 portals fully deployed
AI synthesis pipeline
56-strategy rule engine
Sequence engine + Obsidian
Franchise architecture (multi-tenant)
10 rounds revisions per deliverable
Code in your GitHub Day 1
Proof Gate sign-offs between milestones
Path C
$22,000
Lean Start
60 days

Same scope as Path B. Standard delivery cadence. Maximum iteration time for polish and refinement.

GHL + AI agent layer on top
3 portals fully deployed
AI synthesis pipeline
56-strategy rule engine
Sequence engine + Obsidian
Franchise architecture (multi-tenant)
10 rounds revisions per deliverable
Code in your GitHub Day 1
Proof Gate sign-offs between milestones

All Three Paths Include

3 portals: client + partner + advisor — all built in parallel
AI synthesis pipeline: Fathom → 3-deliverable output
56-strategy rule engine with typed applicability logic
Sequence engine with state tracking and retry
Obsidian memory layer — every AI operation logged
Code in your GitHub from Day 1
10 rounds of revisions per deliverable (3–10× industry standard)
Proof Gate sign-off between every milestone
Compliance plumbing — traceable, version-stamped, immutable

Monthly Retainer — $3,950/mo

Bundles what the 2026 market prices at $7,000–$12,000/month when sourced separately: managed IT, fractional technical leadership, and AI-stack maintenance. Includes 12 hrs/month active development. Starts at Phase 1 go-live. 12-month minimum, 30-day wind-down notice.

$3,950
per month
vs $7–12K/mo sourced separately
Q&A — Objection Blocking

The Questions James Would Ask

Plainspoken answers. No hedging.

Why not just stay on GoHighLevel?
+
What about my existing team building this?
+
How do I know you can actually deliver in 14 days?
+
What if something goes wrong with the build?
+
$55K is more than I planned to spend.
+
Do I really need three portals?
+
What happens if I want to leave?
+
Next Steps

Three Steps to Get This Running

Pick a path. Reply. We start this week.

01

You pick a path

Path A ($55K, 14 days), Path B ($32K, 30 days — recommended), or Path C ($22K, 60 days). Reply via this portal or email Quan directly.

02

Discovery Sprint kicks off this week

Two weeks: architecture diagram, clickable Veridian-branded prototype, locked Phase 1 SOW. $4,500 — credited in full toward Phase 1.

03

Build begins on signed Phase 1 SOW

First milestone delivered within 30 days (Path B) / 14 days (Path A) / 60 days (Path C). Go-live, retainer transition, code handover.

Email Quan Directly

quan@monmaclabs.com  ·  Or reply directly via this portal page

“You're probably the leading candidate right now.”
— James R. Wellington, end of discovery call

V
Veridian Strategic Planning Group

“Strategic Planning Engineered for Legacy”

Proposal by Monmac Labs  ·  Prepared for James R. Wellington  ·  May 2026  ·  Confidential

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