Automation & Growth Partnership Proposal

Turn 800+ events/year into a machine that runs itself.

Michael is still manually writing 1,000+ proposals, chasing signatures, and building invoices one at a time — while 5,000–10,000 past leads sit untouched.

This is how we fix that.

For: Michael DiLauro & Jon Mangini, Urban Pizza/Catering
March 2, 2026 · Prepared by Cynthia Concierge
URBN Pizza outdoor catering
The Opportunity

The numbers are already there.

800+
Events per year across 7 trucks — with no automation in place
10K
Past leads sitting untouched in your inbox right now
2–3×
LA trucks running far below capacity — a ready growth engine
What We'll Build Together

Three phases. Twelve weeks. Full transformation.

Weeks 1–4

Phase 1: Core Automation

Free Michael from repetitive admin so he can focus on closing deals and growing the business.

WhatHowImpact
Electronic SignaturesReplace print-sign-scan with DocuSignContracts signed in minutes, not days
Automated ProposalsTemplate system based on event type, headcount, location5-minute review vs 30-minute write
Stripe IntegrationReplace Square, auto-calculate sales tax by zipLegal compliance + faster payments
Event RemindersAuto-send 1 week + 24 hours before eventFewer no-shows, happier clients
Post-Event Follow-upThank you + Google review request + feedbackBuild reviews, drive repeat business
Calendar SyncOn signature → auto-create event, notify teamNo manual entry
Estimated savings15–20 hrs/week for Michael
Weeks 5–8

Phase 2: Revenue Growth

Turn your existing assets into new revenue.

WhatHowImpact
Email Reactivation CampaignMonthly outreach to 5,000–10,000 past leads"It's been a year since your wedding — anniversary party?"
Self-Service Quote CalculatorWeb page: headcount, menu, date → instant ballparkPre-qualifies leads, reduces tire-kickers
LA Market PushGoogle Ads campaign targeting LAFill those underutilized trucks
Projected impact20–40% increase in LA bookings within 90 days
Weeks 9–12

Phase 3: Financial Intelligence

Know exactly what each event costs and where money is leaking.

WhatHowImpact
QuickBooks IntegrationReal-time P&L visibilityKnow your margins instantly
Per-Event ProfitabilityTrack revenue, labor, costs per eventSpot unprofitable patterns
ConnectTeams SyncTrack labor hours per event"This 50-person event cost 10 labor hours — red flag"
How Cynthia Works Day-to-Day

Michael's new job: close deals, not admin.

Michael at URBN Pizza truck
01
Lead comes inVia email or web form — Cynthia picks it up immediately
02
Auto-response in 2 minutesAvailability check sent before a human even sees it
03
Michael takes the callIf the lead is qualified — he loves this part
04
Proposal generated from templateMichael reviews and adjusts pricing in 5 minutes
05
DocuSign sent → client signsFully electronic — no printing, scanning, or chasing
06
On signature: everything fires automaticallyCalendar event created, Stripe invoice sent, team notified
07
1 week before: confirmation emailSent automatically — zero manual work
08
24 hours before: arrival reminder"Team arriving at 4pm tomorrow" — client confidence, fewer surprises
09
Day after: thank you + review requestBuilds your Google reviews and repeat business pipeline on autopilot
10
Cynthia tracks profitabilityYou always know which events are actually worth doing
The LA Sandbox

We build it fresh — then roll it to San Diego.

✓ Already have truck, team, and facility
✓ Currently underutilized (2–3 events/week)
✓ No legacy systems to work around
✓ Clean testing ground
Prove it works in LA → Roll to San Diego.
Investment

Prove the value before you pay full price.

Month 1 — Special Offer
$2,000 setup fee WAIVED
$5,000$2,500
50% off first month — use code FIRST50
No contract · Cancel anytime
  • Full automation buildout (Phases 1–3)
  • Ongoing management and optimization
  • Email campaigns and lead reactivation
  • Unlimited support and adjustments
Month 2 Onward
$5,000/mo
Full ongoing management — everything included
Month to month · No long-term commitment
  • Full automation management
  • Continuous optimization
  • All campaigns and sequences
  • Priority support

After month one, you'll have real data showing exactly what Cynthia saves in time and generates in revenue — before you're ever paying full price.

What We Need to Get Started

Seven things and we're off.

ItemWhy We Need It
Email access (LA + San Diego inboxes)Monitor inquiries, respond fast
Google Calendar accessRead/write events
5–10 sample proposalsTrain the proposal system
Menu + pricing sheetBuild the quote calculator
Square export (past invoices)Understand pricing patterns
ConnectTeams API keyLabor tracking
Past customer email listReactivation campaigns
Timeline

Week by week, from zero to fully live.

Week 1Access setup, tool integration, proposal templates
Week 2DocuSign + Stripe live, first automated proposal sent
Week 3Calendar sync, reminder sequences active
Week 4Post-event follow-up live — Phase 1 complete
Weeks 5–6Email reactivation campaign launches
Weeks 7–8LA Google Ads campaign live
Weeks 9–12QuickBooks + ConnectTeams integration, full reporting live

Ready to turn LA into your growth engine?

Grant access, we start building. Your first automated proposal goes out within one week.

1Grant access to items above
2We start building immediately
3See results before full price
Pay & Get Started — $2,500 Use code FIRST50 at checkout · No contract · Cancel anytime
📱 (213) 551-8629
✉️ cynthia@cynthiaconcierge.com