Command Center

Tom Kim & Melissa Croll Automation Project | Internal View

Project: NDA Autopilot Status: Pre-Proposal Updated: Jan 9, 2026 Data: Researched

📊 Project Summary

Standard (All 3)

$23,000

What we'd normally charge

Tom & Melissa

$15,000

~35% friends & family

Phase 1 Only

$6,000

Recommended start

Your Profit

~$8k

All phases combined

👤 Client Details

Field	Value
Client	Tom Kim & Melissa Croll
Industry	Real Estate / Commercial Property
Location	Dallas, TX
Key Pain	Manual NDA data entry + follow-ups
Budget Signal	"$100/hour assistant"
Decision Maker	Both (joint decision)

🔌 Systems to Integrate

System	Access	Phase
DocuSign	Full	Phase 1
Google Drive	Full	Phase 1
Salesforce	Limited	Phase 2
Crexi	Unknown	Phase 2+
Constant Contact	Full	Fallback

Phase 1 Focus: DocuSign → Google Drive document flow. Salesforce integration is Phase 2.

🚧 Phase 1 Blockers

Sample NDA documents from Melissa
Confirm DocuSign plan level
Google Drive folder structure rules
Schedule follow-up call

Phase 2 Blockers

Rachel's Salesforce admin reactivation

💬 Key Quotes

We want a $100/hour assistant... it'll save so much time and effort. — Tom Kim

The value's in it being done... there's no value in the process. — Aaron

If there is a way to integrate the DocuSign to Salesforce, that would be a time saver. — Melissa Croll

🧮 Pricing Calculator

Hourly Rate ($)

Discovery Hours

Phase 1 Hours

Phase 2 Hours

Buffer %

Discovery

$1,800

Phase 1

$12,000

Phase 2

$8,250

Total

$22,050

💰 Friends & Family Pricing

Phase	Standard	Tom & Melissa	Timeline
Phase 1: DocuSign → Drive Recommended Start	$9,000	$6,000	2-4 wks
Phase 2: Salesforce Sync	$8,000	$5,000	+3-5 wks
Phase 3: Crexi → DocuSign	$6,000	$4,000	+3-5 wks
ALL PHASES	$23,000	$15,000	8-12 wks

Ongoing Support

Tier	Standard	Tom & Melissa
Monthly Support	$1,200/mo	$750/mo

~35% Friends & Family Discount — because of the relationship with Tom. Future referrals at standard rate.

⏱️ Effort Breakdown

Component	Low	High	Mid
Phase 1: DocuSign → Google Drive ($6k)
Discovery & Requirements	6	10	8
DocuSign Integration	16	24	20
Google Drive Routing	12	18	15
Follow-up Scheduler	4	8	6
Testing & UAT	8	14	11
Documentation	4	6	5
PHASE 1 TOTAL	50	70	60
Phase 2: Salesforce Sync ($5k)
Salesforce Setup & Auth	10	16	13
Contact/Account Sync	20	34	27
Dedupe & Linking	12	20	16
Dashboard & Testing	18	30	24
PHASE 2 TOTAL	60	90	75
Phase 3: Crexi → DocuSign ($4k)
Crexi API Research	8	14	11
Lead Trigger Integration	14	22	18
Auto-Send NDA Logic	10	16	13
Testing & Integration	8	14	11
PHASE 3 TOTAL	40	60	50
ALL PHASES	150	220	185

💳 Payment Structure

Upfront (50%)

$3,000

At contract signing

Completion (50%)

$3,000

Go-live & handoff

Simple 50/50 split — keeps it clean for a smaller engagement. Easy to understand, easy to budget.

📋 Final Pricing Summary

Phase	Standard Rate	Friends & Family	Your Hours	Your Profit
Phase 1: DocuSign → Drive	$9,000	$6,000	40-60 hrs	~$3,500
Phase 2: Salesforce Sync	$8,000	$5,000	50-75 hrs	~$2,500
Phase 3: Crexi → DocuSign	$6,000	$4,000	35-50 hrs	~$2,000
ALL PHASES	$23,000	$15,000	125-185 hrs	~$8,000
Monthly Support	$1,200/mo	$750/mo	4-6 hrs/mo	~$500/mo

🗓️ Phase 1 Timeline

Week 1

Discovery & Setup

Requirements confirmed, DocuSign API access, sample docs analyzed, Drive structure mapped

Week 2-3

DocuSign Integration

Webhook handler, PDF extraction, data parsing, envelope status tracking

Week 3-4

Google Drive + Reminders

Auto-filing to correct folders, follow-up scheduler (3-day, 5-day), exception queue

Week 4-6

Testing & Go-Live

Client testing, refinements, documentation, production deployment

Phase 2 (Salesforce): +3-5 weeks after Phase 1 complete. Contact/Account sync, duplicate detection, property linking.

🎯 Timeline Scenarios

Scenario	Duration	Assumptions
Optimistic	2-3 weeks	All access ready, fast feedback
Realistic	3-4 weeks	Normal delays, 1-2 feedback cycles
Pessimistic	5-6 weeks	Access blockers, scope changes

Phase 1 Dependencies

Sample NDA documents from Melissa
DocuSign webhook permissions
Drive folder structure documented

Phase 2 Dependencies

Salesforce API access confirmed

🏁 Milestone Definitions

Milestone	Target	Deliverable	Payment Trigger
Phase 1: DocuSign → Google Drive
M0: Kickoff	Day 1	Contract signed, API access initiated	50% upfront
M1: Discovery Complete	Week 1	Requirements doc, field mapping, Drive structure	—
M2: DocuSign Integration	Week 3	Webhook working, PDF extraction complete	—
M3: Full Workflow	Week 4	Drive filing + reminders working	—
M4: Phase 1 Go-Live	Week 6	Production deployment, training, docs	50% final
Phase 2: Salesforce Sync (Optional Add-On)
M5: Salesforce Setup	Week 8	Connected App, Contact/Account creation	Per separate quote
M6: Full Integration	Week 10	Duplicate detection, property linking	—

🏗️ Architecture Overview

═══════════════════════════════════════════════════════════════ PHASE 1: DocuSign → Google Drive ═══════════════════════════════════════════════════════════════ DocuSign (completed envelope) │ ▼ ┌───────────────────────────────────────────────────────────┐ │ Webhook Handler ◄── FastAPI/Node.js on unicorncommander.ai │ └───────────────────────────────────────────────────────────┘ │ ├──────► Google Drive API │ • Navigate to correct folder (State/City/Property) │ • Upload signed PDF with naming convention │ └──────► Notification Service • Email exceptions queue • Follow-up reminders (3-day, 5-day) ═══════════════════════════════════════════════════════════════ PHASE 2: Salesforce Sync (Add-On) ═══════════════════════════════════════════════════════════════ Webhook Handler │ └──────► Salesforce API • Search for existing Contact (email) • Create or Update Contact • Create Account if new • Link to Property/Project

🔗 API Complexity

System	Auth	Hours	Phase
DocuSign	JWT OAuth	18-26	Phase 1
Google Drive	Service Account	12-18	Phase 1
Salesforce	Connected App	26-44	Phase 2
Crexi	Unknown	TBD	Phase 2+

⚙️ Tech Stack

Component	Technology
Backend	Python/FastAPI or Node.js
Hosting	VPS (unicorncommander.ai)
Database	SQLite or PostgreSQL
Orchestration	Direct API or Make.com
Monitoring	Logging + email alerts

Strategy: Native integrations where possible, custom middleware only where needed.

📝 NDA Field Mapping Phase 2: Salesforce

NDA Field	Salesforce Field	Required	Notes
Signer Name	Contact.Name	Yes	Split into First/Last
Email	Contact.Email	Yes	Primary dedupe key
Phone	Contact.Phone	No	Secondary dedupe
Company	Account.Name	No	Create Account if present
Address	Contact.MailingAddress	No	Often incomplete
Project Interest	Contact.Project__c	Yes	E.g., "Project A21"
Market Interest	Contact.Market__c	No	E.g., "Austin", "Florida"

Phase 1: Field extraction for Drive folder routing (Property/Project). Full Salesforce mapping deferred to Phase 2.

Unknown: Need sample NDA to confirm actual fields and whether they use DocuSign form fields or just PDF text.

⚠️ Risk Register

Risk	Phase	Impact	Mitigation
NDA doesn't use DocuSign fields	Phase 1	High	Request samples immediately; plan OCR fallback
Google Drive structure inconsistent	Phase 1	Low	Build flexible path resolver; fallback folder
Client feedback delays	Both	Medium	Set fixed review checkpoints in contract
Scope creep	Both	High	Clear phase gates; change order process
No Salesforce admin access	Phase 2	Medium	Deferred to Phase 2; time to resolve
Crexi API unavailable	Phase 2+	Medium	Skip; use DocuSign as trigger

🛡️ Risk Mitigation Actions

Get sample NDA within 1 week
Confirm DocuSign uses form fields
Verify Salesforce admin path
Document scope boundaries in contract
Set 3-day feedback SLA with client

🔄 Contingency Plans

If No Salesforce Admin

Route to Constant Contact first (full access). Validate workflow works end-to-end. Migrate to Salesforce once admin access obtained.

If NDA Uses PDF Text (No Form Fields)

Add OCR/PDF parsing layer using Claude or GPT-4 Vision. Adds 20-40 hours and ~$3,000-$6,000 to project.

If Crexi API Unavailable

Use DocuSign envelope completion as trigger (already planned). Crexi becomes Phase 2+ enhancement.

👥 Client Action Items

#	Item	Owner	Phase	Status
1	Send 2-3 signed NDA samples (PDF)	Melissa	Phase 1	Pending
2	Confirm DocuSign plan level/features	Tom	Phase 1	Pending
3	Provide Google Drive folder structure rules	Melissa	Phase 1	Pending
4	Get Rachel's Salesforce admin reactivated	Tom	Phase 2	Pending

🦄 Aaron's Action Items

#	Item	Status
1	Complete master analysis document	Done
2	Build internal planning website	Done
3	Build client proposal website	Done
4	Send follow-up email with sample request	Pending
5	Schedule next call	Pending

📧 Follow-Up Email Template

Subject: Next Steps - NDA Autopilot Project Hi Tom & Melissa, Great connecting on Tuesday! I've completed my research and have a clear path forward for the NDA Autopilot project. To finalize the Phase 1 proposal (DocuSign → Google Drive), I need: 1. Sample NDAs - 2-3 signed NDA PDFs so I can map the fields 2. DocuSign Plan - Confirmation of your DocuSign plan level 3. Drive Structure - Quick overview of your Google Drive folder rules (Salesforce access can wait - that's Phase 2!) Once I have these, I can lock the scope and send over the formal proposal. What works for a 30-minute call next week to review? Best, Aaron Magic Unicorn Unconventional Technology & Stuff Inc. Charleston, SC

🎯 Positioning Statements

The "$100/hour assistant": "This automation will handle the repetitive admin work that's currently eating up your time - exactly what you described as needing a $100/hour assistant for."

Deterministic first: "We start with reliable, deterministic automation for the routine cases. AI comes later for the edge cases where judgment is needed."

Fast win: "Phase 1 delivers value in 2-4 weeks. Signed NDAs auto-filed to Google Drive, follow-up reminders handled. Salesforce sync can follow as Phase 2."

Guardrails: "Nothing fails silently. Anything the system can't handle goes to a review queue so you never miss an NDA."

🤺 Objection Handlers

"That's more than I expected"

"Remember, you're getting this at 35% off our standard rate because of our relationship with Tom. At $6,000 for Phase 1 automation, compare that to the ongoing cost of manual data entry. Most clients see payback in 6-8 months."

"Can't we just use Zapier?"

"Zapier is great for simple triggers. But for your workflow - duplicate detection, property-based routing, exception handling - you'd end up with a fragile chain of zaps. We can use Zapier for parts, but reliability comes from custom logic."

"What if it doesn't work?"

"We start with a Discovery phase to validate everything before major build work. And the system has a built-in exception queue - anything it can't handle gets flagged for review. No silent failures."

"Can we start smaller?"

"Phase 1 at $6,000 is already focused: DocuSign → Google Drive + reminders. We've deferred Salesforce to Phase 2 so you can see the value first. That's why we do 50/50 payment - you only pay the second half when you're happy with the result."

🎤 Closing Questions

"What's the single biggest pain point?"
Helps prioritize MVP scope
"How many NDAs do you process per week?"
Validates ROI calculation
"Who else needs to sign off on this?"
Identifies decision process
"What would make this a no-brainer?"
Surfaces hidden objections
"Ready to lock Phase 1 and get started?"
Direct close

📈 Value Anchors

Time Saved

5-8

hours/week estimated

Monthly Savings

$800

at $25/hr admin cost

Payback

7-10

months at $6k price

Discount

35%

friends & family

Soft ROI: Stress reduction, fewer missed follow-ups, cleaner data, more time for deals. The $6k price makes ROI a non-issue.