Client Acquisition Proposal · Confidential
A front-end funnel that liquidates its own ad spend, fills your calendar with problem-aware SMB owners, and hands your closer qualified calls — so the big bespoke automation builds become the profit, not the whole business.
Daito's enterprise work — the Shell-grade, control-room, six-figure engagements — is world-class but erratic and impossible to scale. It can't be a steady drip. The agentic age is the same land rush the web was in the '90s: every small-to-mid business now needs automation and has no idea how to build it. That's a predictable, repeatable market Daito can own.
The goal of this system is not to replace the whale hunts. It's to build a steady pipeline underneath them — recurring MRR and a low-stress, in-and-out project flow (the "$40K copper-forge" client, systematized) that gives the organization a cash-flow floor and constant market visibility. You manage what you measure; this makes the pulse predictable.
Launch under a sub-brand — Agentica by Daito (agentica.daitodesign.com) — so the SMB automation offer never confuses an enterprise buyer, while keeping every ounce of Daito's brand equity and search credibility. Buyers Google before they buy; the Daito banner is the trust that closes them.
Primary niche
Legal, accounting, financial services, insurance, real estate — high paperwork, high margin, deep inefficiency, and the largest addressable market for fast feedback.
Secondary niche
Trucking, industrial, mechanical — traditional operators with compliance and paperwork pain, no IT department, and a clear lead-gen need.
Fit profile
Big enough for real overhead worth automating, small enough to move fast. Spend of 2–5% on marketing/automation clears the threshold where the ROI math works.
The whole model turns on a two-tier offer: a low-friction front end that gets the hook in and earns trust, and a bespoke back end where the real revenue lives. Advertising to a cold audience with a $50K build is a brutal sell; a sharp front-end offer is not.
Front end · the hook
$2,500+
Automation Assessment & Roadmap
Back end · the profit
$50K + retainer
Bespoke Daito automation builds
What MaxSystems builds, runs, and maintains for the pilot — a complete call funnel plus the CRM and AI infrastructure behind it. You focus on product and fulfillment; the pipeline runs itself.
Video-driven landing page and booking flow — an animated explainer that sets expectations, shows proof, and books qualified calls.
Full-funnel Meta advertising with retargeting, targeting problem-aware SMB owners. 5–10 fresh creatives per week, written, produced, and optimized.
End-to-end lead capture, routing, and pipeline tracking so no booked call slips and every lead is measured.
Automated speed-to-lead follow-up that qualifies and books inbound leads onto the closer's calendar around the clock.
Automated SMS + email sequences that drive show-rate, revive no-shows, and warm leads toward the front-end close.
A recurring newsletter that keeps Agentica top-of-mind across the list and compounds authority over the term.
A clean split: MaxSystems owns demand generation and the tech stack; Daito owns the human close and the fulfillment that makes the offer real.
Modeled per month at the recommended $200/day spend. Conservative front-end assumptions — no upsells counted. It's all math at the end of the day.
Monthly funnel modelFront-end only · upsells excluded
Call funnel · per month
// Projection from stated benchmarks (~$100 / booked call, ~67% show, 20% close). Not a guarantee; actuals depend on offer, close skill & fulfillment.
One flat management fee for the full build and management. Ad spend is paid directly to Meta and is separate from the fee.
Agentica launch & management
$10,500
3-month pilot term · $3,500 / month. Includes funnel, ad creative & management, CRM automation, AI appointment setter, and all nurture flows.
Product and back-office readiness come first — we don't pull the trigger on spend until the offer can be delivered.
Finalize the front-end deliverable and confirm Daito can deliver on the close and the upsell before ads go live.
Agentica sub-brand landing page, explainer video, CRM & AI setter, nurture flows, and first creative batch.
Ads go live at $200/day. Dial cost-per-booked-call and show-rate; tune targeting on early feedback.
Weekly creative refresh, funnel optimization, and steady deal flow to the closer — feeding the back-end upsell engine.
Next steps
01
Jared runs this by the Daito team and locks the front-end product & who staffs the setter/closer roles.
02
We finalize the Agentica offer, messaging, and 3-month scope, then countersign.
03
MaxSystems builds the system; ads launch once fulfillment is confirmed ready.