Prepared for Roberto Chavez

One Platform.
Everything Connected.

Consolidate Follow Up Boss, Mailchimp, and manual workflows into a single system — saving $144/mo while gaining capabilities you don't have today.

$267
Current Monthly
$123
Proposed Monthly
$866
One-time Setup (incl. tax)
See the breakdown
Monthly Cost Comparison

Less software. More power.

Replace three disconnected platforms with one unified system. Your leads, emails, texts, and WhatsApp — all in one place.

What you pay today
$267
per month across 3 platforms
  • Follow Up Boss (2 seats) $150
  • Mailchimp (8k contacts) $117
  • Layer One base $1
After migration
$123
per month, everything unified
  • Layer One platform $50
  • Email (32k/mo) ~$43
  • SMS usage (est.) ~$30
  • Follow Up Boss $0
  • Mailchimp $0
Net monthly savings
That's $1,728 back in your pocket every year
$144/mo
Projected Year-1 Savings
$0
saved over the first 12 months (net of $866 setup incl. tax)
Setup investment $862 net savings
What's Included

Everything in the $800 setup

Click each item to see the details. Every workflow is built, tested, and handed over ready to run.

01
Email Migration & Domain Setup
$250
Setup & Migration

Full email infrastructure configured so you can cancel Mailchimp and send all campaigns from Layer One.

  • Custom email domains — gustavo@ and roberto@sandandgrass.com
  • DNS records configured — SPF, DKIM, DMARC for maximum deliverability
  • Domain warmup plan — gradual volume increase over 2–4 weeks to build sender reputation
  • 1 hour training for Gustavo — campaign builder, templates, scheduling
  • Import assistance — contact mapping, deduplication guidance (Gustavo handles CSV exports)
02
AI Reporting Agent
$250
AI Agent

A custom reporting agent that pulls live data from Meta Business Suite and Layer One, delivering summaries right to your WhatsApp.

  • Reads from Meta Ads + Layer One — lead counts, costs, conversion rates
  • Delivers reports via WhatsApp group chat (Roberto + Gustavo + bot)
  • Read-only at launch — no automated actions, just intelligence
  • Ask questions in natural language — "How many leads came in this week?"
  • Requires Meta Business Suite access (you provide credentials)
03
WhatsApp Auto-Tagging
$75
Workflow

Automatically identify and tag Mexico-based WhatsApp leads so they're properly segmented from day one.

  • Detects +52 country code on incoming WhatsApp messages
  • Auto-applies "MX WhatsApp Lead" tag to the contact
  • Clean segmentation for Mexico vs. US campaigns
04
Tier 1 / WhatsApp Exclusion
$75
Workflow

Prevent Mexico WhatsApp leads from receiving US-focused SMS campaigns — saves money and improves targeting.

  • If contact tagged "MX WhatsApp Lead" → auto-exclude from Tier 1 SMS campaigns
  • No more international SMS charges for leads who should be on WhatsApp
  • Works in tandem with the auto-tagging workflow above
05
Follow Up Boss Replacement Workflow
$150
Workflow — Medium Complexity

Replaces the FUB action plan with a native Layer One workflow — same lead experience, no extra software.

  • New Meta lead triggers instant auto-greeting text message
  • Welcome email drip series (replaces FUB action plan emails)
  • Lead added to CRM pipeline with proper stage assignment
  • Notification to Roberto/Gustavo on new lead entry
  • Fully replaces Follow Up Boss — cancel after migration
Monthly Ongoing

Simple, transparent pricing

No surprises. Platform fee covers the CRM, workflows, Sandra (AI chatbot), WhatsApp, and Lead Connector mobile app.

Service Cost
Platform fee
CRM, workflows, chatbot, WhatsApp, mobile app
 $50/mo
SMS
Per message at current rate (no change)
 Per unit
WhatsApp
Per message at current rate (no change)
 Per unit
Email sending
$0.00135/email — replaces Mailchimp. ~$43/mo at 32k emails
 ~$43/mo
Email verification
$0.0055/verification (no change)
 Per unit
AI Reporting Agent
Business intelligence via WhatsApp — optional add-on
 $79/mo
Dedicated IP
Recommended Phase 2 — better deliverability for high volume
 $88.50/mo
Estimated monthly total ~$123 – $290
Timeline

How we get there

Migration is designed around your billing cycles so you stop paying for tools the moment you stop needing them.

This week
Proposal accepted & setup begins
$800 one-time payment. Email domain configuration, DNS records, WhatsApp workflows deployed.
Before June 1
Follow Up Boss migration
FUB action plan replaced with Layer One workflow. Cancel FUB before next billing cycle. Saves $150/mo immediately.
Before June 22
Mailchimp migration
Contact import, template rebuild, Gustavo training. Cancel Mailchimp before next billing. Saves $117/mo.
Weeks 2–4
Email domain warmup
Gradual volume increase on new sending domain. Monitor deliverability and adjust. Gustavo sends first campaigns.
After migration
AI reporting agent delivery
Meta + Layer One reporting live in your WhatsApp group. Ask questions, get real-time data.
Month 2–3
Dedicated IP recommendation
Once email volume flows through Layer One, evaluate deliverability data and recommend dedicated IP if warranted.

Ready to simplify?

One platform. One login. One team behind it.
Let's get Sand & Grass running on Layer One.

Get Started — $866.02
$800 + 8.25% TX sales tax. Setup ROI in under 6 months — you save $144/mo from day one.