Streamline communication with founders, investors, and partners using our flexible, easy-to-use, and robust CRM system, powered by Zi Cloud
Business Objectives
Streamlined Lead Management
Automating and managing leads that come in through forms, inbound emails, marketing events, and personal contacts.
Flexible System Design
A CRM system that is flexible enough to be edited independently but robust enough to provide consistent reporting and governance.
Data Insights
Leveraging Airtable's relational database capabilities to manage and analyze lead data for informed decision-making.
Integration
Seamless integration with Gmail and Slack to ensure smooth communication and task management across teams.
Scope of Services
CRM Base Setup
Custom-designed Airtable CRM bases for lead management and tracking.
Automation & Workflows
Implementing automation triggers for inbound leads and task management, ensuring timely action and follow-ups.
Integration
Integrating Airtable with Gmail for email management and Slack for team communication.
Data Analysis and Reporting
Setting up advanced reporting tools within Airtable, ensuring that Improbable's leadership can make data-driven decisions.
Training and Support
Offering training to ensure that Improbable's team is comfortable with the system and providing ongoing technical support.
Functional Requirements
Lead Management
Inbound leads captured from various sources (website forms, inbound emails, events, and personal contacts) will be managed in a central Airtable base.
Custom Workflows
Automations will trigger actions based on lead data, such as assigning leads to teams, setting up reminders, and sending notifications for follow-up actions.
Clear Reporting
Dashboards and reports will provide leadership with insights on lead status, actions taken, and the overall performance of the CRM.
Integration with Gmail and Slack
Airtable will be integrated with Gmail to manage email-based leads and Slack for internal communication regarding lead status and tasks.
Intelligent AI Email Management
Understand nature of inbound emails and automatically tag them to the relevant stakeholder
Meeting Scheduling
Basis Availability of Improbable Associates - Automatic Scheduling System
Non-Functional Requirements and Assumptions
Our CRM solution is built on key requirements and considerations that ensure long-term success.
Scalability
The CRM solution will grow with Improbable, accommodating increasing lead data and growing team sizes.
Reliability
The system will function consistently, ensuring that no leads are lost, and workflows are automated smoothly.
Security
Airtable's security protocols will be leveraged to ensure that all client data is protected.
Support
Ongoing support will be available to help Improbable with any issues or adjustments needed after implementation.
Key Assumptions
Improbable is familiar with Airtable's core functionalities, and the team has a general understanding of CRM systems.
Platform Constraints
Airtable's platform limitations, such as record size and attachment space, may influence the scale of certain features. Additionally, integrations with Gmail and Slack & Email may require certain configurations to work optimally.
Success Metrics
Increase in the percentage of leads that are properly tracked and converted.
Reduction in time spent on manual lead management and follow-ups.
Positive feedback from Improbable's team regarding ease of use, flexibility, and CRM adoption.
Ability of leadership to make informed decisions based on the reports and data from the CRM system.
Eliminate the risk of missing critical investor and founder opportunities.
Bring back agility, accuracy and accountability in all stakeholder communication.
Timeline and Milestones
Due to agressive timelines, activities will run concurrently
Onboarding & Requirements Gathering
December 18th - 20th
CRM Base Design and Configuration
December 23rd - 27th 2024
Integration with Gmail and Slack
January 2nd - 7th
Automation Setup & Testing
January 2nd - 10th
Training & Final Delivery
January 13th - 15th
Service Offering and Pricing
Our comprehensive CRM solution is designed to transform how Improbable VC manages their relationships and workflows. We've structured our pricing to provide maximum value while ensuring scalability and flexibility for your growing needs.
Complete Solution Package
Our service packages are designed to provide everything you need to get started and maintain an efficient CRM system. We believe in transparent pricing with no hidden costs.
Payment Terms
Payments will be invoiced as per agreed upon milestones. We will invoice 50% of the total amount upon successful project kickoff, balance will be collected post handover.
Additional Support hours can be purchased in blocks of 10 hours at a discounted rate.
Important Considerations
While our standard package includes everything needed for most organizations, we understand that every customer has unique requirements. Request you to please review this so as to save ourselves any troubles down the road
Airtable license costs as agreed upon are seperate.
Since the project has aggressive timelines, we will need a signoff latest by 18th December 2024 to realistically meet the timelines. Quote's shared above are valid until then.
We will initate an NDA to sign off between both parties. Improbable is expected to provide existing process details regarding founder, investor and partner information.
If the project delivery exceeds agreed upon hours, a change request and commensurate revision of fees will apply.
Custom development and additional (non native Airtable integrations) based on your specific needs will be billed seperately.
Note: All prices are in USD and exclude any applicable taxes.
Conclusion and Next Steps
This Business Requirements Document lays the groundwork for a customized Airtable CRM solution tailored to Improbable's needs.
Document Review
Review and align on the proposed CRM solution requirements and specifications.
Contract Signing
Finalizing the contract solidifies the partnership and sets the stage for project initiation.
Project Kickoff
Initial consultation and implementation planning with Improbable's team.
Ongoing Collaboration
Continuous partnership to ensure the CRM solution drives growth for Improbable.
The secret to getting ahead is getting started - Mark Twain
Zi Cloud Limited is a registered company in the United Kingdom, bearing company number 15275727, and operates within the technology consulting space.
Customized Airtable CRM for Improbable VC