Email to Send: Plan Medicare SOW
To: Brian Krantz, Jessica Krantz
From: Uttam Kumaran
Subject: Plan Medicare - Email Automation SOW
Date: February 2, 2026
Note: Confirm email addresses before sending. Check HubSpot contacts or previous email threads.
Hi Brian and Jessica,
Following up on our recent conversations about automating Brian’s email workflow. I’ve prepared a Statement of Work that outlines our approach to building AI-powered email automation directly in your Gmail inbox.
Key Highlights:
- Investment: 45,000 total)
- Focus: Direct Gmail integration (no separate platform to manage)
- Deliverables: Email triage, AI-powered drafting, CRM integration, automated contact creation
- Timeline: 3-month initial engagement with option to extend month-to-month
The SOW details our phased approach:
- Phase 1: Discovery & Integration Setup (Weeks 1-3) - Gmail API setup, AgencyBloc CRM integration, email pattern analysis
- Phase 2: Email Automation Development (Weeks 4-7) - AI drafting engine, automated contact creation, workflow customization
- Phase 3: Refinement & Handoff (Weeks 8-12) - Testing, optimization, documentation
What makes this different:
- Works directly in your Gmail inbox (no separate platform to learn)
- Learns from your historical email patterns
- Pulls context from AgencyBloc CRM automatically
- Handles 70%+ of routine emails with minimal intervention
I’m happy to schedule a call this week to walk through the SOW and answer any questions. Would Tuesday or Wednesday afternoon work for you both?
The SOW is attached. Looking forward to helping you get your email workflow under control.
Best,
Uttam Kumaran
Managing Lead, Brainforge
[Your phone/email]
Attachment: Brainforge Medicare SOW.pdf (or .docx)