Turn these CRM discovery notes into a client-ready agency proposal with:

• Executive summary and clarification questions
• Scope, deliverables, dependencies
• Explicit exclusions (scope-creep firewall)
• Three pricing tiers (MVP / Standard / Premium)
• Risks, assumptions, timeline
• Follow-up email draft + CRM JSON

CRM Note Dump - Acme Corp Spoke with Sarah (Marketing Dir) and John (CTO). They want to migrate their old WordPress site to Shopify. They have about 500 SKUs. John is really worried about the ERP integration (they use NetSuite). He said the last agency messed up the inventory sync. Sarah wants a custom "Product Builder" tool on the product page where users can upload logos. Budget is "flexible but we need to be careful". They absolutely need it live before Black Friday (it's currently August 15). They also mentioned they want us to write all the product descriptions for the 500 SKUs.

Executive Summary

Acme Corp needs a WordPress → Shopify migration with a stable NetSuite integration (fixing prior inventory-sync failures) and a clear path on a custom Product Builder—without risking the Black Friday launch.

Clarification Questions

1. NetSuite version and sandbox/API access available?
2. Product Builder constraints (logo format, size, cropping)?
3. For 500 SKUs: raw specs provided, or full copywriting required?

Scope of Work

Outcomes & Deliverables

• Shopify theme setup and configuration
• Bidirectional NetSuite inventory/order sync
• Migration of 500 SKUs (structure and mapping)
• Feasibility path for Custom Product Builder

Explicit Exclusions (Out of Scope)

• 500 SKU copywriting (core packages) — Premium only
• Legacy data cleansing (client responsibility)
• Third-party app / middleware fees (billed to client)

Proposed Investment (Tiered Packages)

| Feature | MVP Launch | Standard | Premium | |---|---|---|---| | Core Shopify migration | Included | Included | Included | | NetSuite ERP sync | Basic inventory | Advanced | Advanced + custom logic | | Custom Product Builder | Deferred Phase 2 | Prototype | Full build | | 500 SKU copywriting | Excluded | Excluded | Included | | Post-launch support | 14 days | 30 days | 60 days + training | | Est. investment | $18k–$22k | $28k–$34k | $45k–$52k |

Pricing note: Ranges are illustrative when agency rates are not provided; replace with your rates before client send.

Assumptions & Risks

• Aggressive Black Friday timeline → MVP defers Product Builder to protect launch
• NetSuite API unknowns → technical walkthrough required

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Follow-Up Email Draft

Subject: Proposal & Strategy for Acme Corp Shopify Migration (Black Friday Prep)

Hi Sarah and John — proposal attached addressing NetSuite sync risk and a realistic path to launch before Black Friday. I recommend Package 2 (advanced ERP sync). Free Thursday for a technical walkthrough?

CRM JSON Artifact

{
  "client_name": "Acme Corp",
  "project_type": "Shopify Migration & ERP Integration",
  "packages": [
    {"tier_name": "MVP Launch", "price_range": "$18k-$22k"},
    {"tier_name": "Standard", "price_range": "$28k-$34k"},
    {"tier_name": "Premium", "price_range": "$45k-$52k"}
  ],
  "total_estimated_value": 34000,
  "risks": ["Aggressive Black Friday Timeline", "NetSuite API unknowns"],
  "next_steps": ["Schedule technical walkthrough", "Obtain NetSuite sandbox credentials"]
}