Hocus Pocus Cleaning Software Proposal

Proprietary Operations & Automation Platform

AI-Driven. Fully Automated. Built to Scale.

One unified platform to automate scheduling, KPIs, invoicing, inventory, and client engagement—reducing admin overhead by 80%.

Hocus Pocus Cleaning Operations Platform - House Magician's Command Center

House Magician's Command Center

Your magical cleaning empire awaits your wisdom ✨

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Overview

Your cleaning business is known for delivering exceptional residential and commercial services. But your current system—Jobber, Google Sheets, manual KPI tracking, and scattered admin tasks—is holding you back. You're spending ~$4,200/month ($50k/yr) on three office staff for scheduling, quoting, invoicing, KPI tracking, inventory, and follow-ups. We're here to change that.

Elite Team AI will design and build a unified, AI-enhanced cleaning operations platform tailored specifically for Hocus Pocus Cleaning—eliminating manual admin work, automating 80-90% of tasks, and creating new revenue streams through retention offers and upsells.

The Problem We're Solving

Cleaning businesses like Hocus Pocus rely on disconnected tools and manual processes. This results in administrative overhead, missed opportunities, inefficient operations, and elevated costs. What should be a streamlined business operation becomes fragmented, causing inefficiencies that hurt productivity and profit.

Current ProcessFunctionOur Solution
Google SheetsKPI tracking✅ Real-time automated KPI dashboard
Manual calls/textsClient follow-up✅ AI voice & chat assistants
JobberScheduling & CRM⚠️ Integrate + enhance with automation
Manual invoicingBilling✅ Automated invoicing with Stripe/QuickBooks
Spreadsheet inventoryStock management✅ Real-time inventory with auto-reorder alerts
Manual retentionCancellation handling✅ Automated retention workflows
Email marketingUpsells✅ Post-service VSL & subscription funnels

Why This Matters Now

Competition is intensifying

The cleaning industry is becoming more competitive—automated operations and superior client experience are now differentiators, not luxuries.

Clients demand more

Customers expect seamless booking, real-time updates, and professional service delivery. Standing out means leading with technology.

Your team is overextended

Manual KPI tracking, scheduling conflicts, and administrative tasks drain time and energy. Automation increases productivity without hiring.

You're missing revenue opportunities

Every month without retention automation and upsell funnels is lost revenue. The longer you wait, the more opportunities slip away.

The Vision: Hocus Pocus Operations Platform

One login. One platform. Everything automated.

AI voice & chat for 24/7 client engagement

Automated KPI tracking and reporting

Smart inventory management with alerts

Retention workflows and upsell funnels

Integrated invoicing and payment processing

Client portal for self-service and add-ons

Deliverables

Phase 1: MVP Development (8-10 weeks)

  • User roles & authentication system
  • KPI automation dashboard
  • Cancellation & retention workflows
  • Post-service VSL & upsell funnel
  • Basic automated invoicing

Phase 2: Core Enhancements (6-8 weeks)

  • Payroll form & human-in-loop verification
  • Inventory management with alerts
  • Outbound AI calling system
  • Advanced dashboards & reporting

Phase 3: Client Portal & Mobile (6-8 weeks)

  • Self-service client portal
  • Mobile app with push notifications
  • Multi-language chat (optional)
  • Final integrations & testing

Phase 4: Launch & Training (2 weeks)

  • Production deployment
  • Staff training & documentation
  • 30-day launch support

Timeline

  • 1
    Start Date: Upon signing and deposit
  • 2
    Phase 1: MVP Development: 8-10 weeks
  • 3
    Phase 2: Core Enhancements: 6-8 weeks
  • 4
    Phase 3: Client Portal & Mobile: 6-8 weeks
  • 5
    Phase 4: Launch & Training: 2 weeks

Investment

PhaseCost
Phase 1: MVP Development$22,300
Phase 2: Core Enhancements$13,600
Phase 3: Client Portal & Mobile$8,650
Full Ownership Rights & All Assets$12,500
Total Project Cost$57,050
Ongoing Maintenance & Support$1,250-$2,500/month

Creative Pricing Options

Option 1

Phased Payment

  • 20% deposit ($11,410) due at signing
  • 30% ($17,115) due at Phase 1 completion
  • 25% ($14,262) due at Phase 2 completion
  • 25% ($14,263) due at Phase 3 completion

Total Project Cost: $57,050

BEST VALUE
Option 2

Accelerated Payment

  • 50% upfront ($28,525)
  • 25% ($14,262) at Phase 2 completion
  • 25% ($14,263) at final delivery
  • 5% discount applied to total

Total Project Cost: $54,198

Save $2,852!

Option 3

Extended Payment Plan

  • $10,000 initial payment due at signing
  • $4,705/month for 10 months
  • Includes all phases and delivery

Total Project Cost: $57,050

Lowest monthly payments

LOWEST COST
Option 4

SaaS Subscription Model

  • $10,000 setup & customization fee
  • $497/month software subscription
  • All features & updates included
  • Elite Team AI retains software ownership
  • Cancel anytime with 30-day notice

Setup Cost: $10,000

Monthly: $497

Lowest upfront investment!

FASTEST START
Option 5

GoHighLevel/Jobber Setup

  • $15,689 total investment (27.5% of custom cost)
  • Built inside GoHighLevel & Jobber platforms
  • All automations & workflows included
  • No custom dashboard or client portal
  • You own the setup & configurations
  • 2-4 week delivery timeline

Total Cost: $15,689

Plus platform fees (~$200-400/month)

Action Taking Bonus (Limited Time)

Lock in $3,000 in savings by starting before June 1st from Options 1, 2, or 3. Save $1,000 from Option 4 or 5.

By taking decisive action on options 1, 2, or 3, you'll receive:

  • 3 bonus automation workflows
  • Priority support during launch
  • Consulting for AI video
  • Consulting for email, chat and other AI Features/tools, resources

What You Risk by Waiting

Compounded inefficiency

Every extra month of manual processes = lost time, wasted money, and missed opportunities

Losing market share to tech-savvy competitors

While you're manually managing operations, competitors are scaling faster with automation and capturing more clients

Customer expectations are evolving fast

Customers expect modern, automated service delivery—if you don't modernize, competitors will

Your competition isn't waiting

The cleaning companies that automate first dominate their markets. The rest struggle to catch up

Platform Ownership & Expansion Rights

Unlike most cleaning software vendors that lock you into their ecosystem, your custom platform comes with full ownership rights. This means you can white-label, resell, or create partnerships with other cleaning businesses—turning your technology investment into a potential revenue stream.

Full Ownership

Your Platform, Your Asset

  • Complete ownership of all custom code
  • Unlimited usage rights within your organization
  • Freedom to modify and extend the platform
  • No vendor lock-in or restrictive licensing
White-Label Rights

Rebrand & Resell

  • Rebrand the platform with your company identity
  • Resell to other cleaning businesses as your own product
  • Create new revenue streams from your investment
  • Optional revenue-sharing model available
Partnership Options

Joint Ventures

  • Create joint ventures with other cleaning companies
  • Establish referral partnerships with revenue sharing
  • Technical support and hosting included
  • Marketing support for partner acquisition

Why Resell Your Platform?

  • 1
    Create new revenue streamsTurn your tech investment into a profit center
  • 2
    Strengthen industry relationshipsBuild strategic partnerships with other cleaning companies
  • 3
    Offset your technology costsPotentially recover your entire investment
  • 4
    Position as an industry innovatorEstablish your company as a cleaning industry tech leader

Potential Revenue Calculator

Starter Tier

$250/client/month - Essential features for small cleaning businesses

10 Clients:$2,500/month
25 Clients:$6,250/month
50 Clients:$12,500/month
Professional Tier

$500/client/month - Complete solution for growing companies

10 Clients:$5,000/month
25 Clients:$12,500/month
50 Clients:$25,000/month

Resale Rights Package included with all pricing options

  • White-label branding toolkit for cleaning businesses
  • Sales and marketing materials for the cleaning industry
  • Technical onboarding support for new cleaning company clients

Guaranteed Performance Metrics

0

platform uptime guarantee

0

reduction in admin hours

0

AI assistant availability

0

faster client onboarding

Ready to Begin?

Step-by-Step:

  1. 1Review & approve below
  2. 2Sign & submit with selected payment option
  3. 3Begin requirements gathering within 48 hours

Acceptance Form:

Please provide your digital signature to complete the agreement:

Select your preferred date and time for the initial project kickoff call:

Meeting Details:

• Duration: 60 minutes
• Format: Video call (Zoom link will be provided)
• Our team will contact you to confirm availability

By submitting, I agree to the terms and conditions of this proposal and authorize Elite Team AI to begin work on the Hocus Pocus Cleaning Operations Platform according to the selected payment option.