Plan Medicare SOW Review Summary

Date: February 2, 2026
Linear Ticket: uttam/sal-653-plan-medicare-sow
SOW File: Store the signed SOW under knowledge/sales/leads/plan-medicare/ (or the client vault); do not rely on local Downloads paths in docs.

✅ Completed Updates

1. Pricing Section Updated

Old: [TO BE DISCUSSED]
New: $15, 000/ m o n t h \times 3 m o n t h s =$ 45,000 total
Payment Terms: Monthly in advance, Net 15
Extension Language: Added option to extend month-to-month at same rate

2. Scope Changes (Removed Platform Build)

✅ Removed “standalone web platform” references
✅ Changed to “direct Gmail integration” focus
✅ Updated Phase 2 title: “Platform Development” → “Email Automation Development”
✅ Updated deliverables to reflect Gmail-focused approach
✅ Updated acceptance criteria
✅ Clarified out-of-scope section

3. Duration Updated

Old: 10 weeks (2.5 months)
New: 3 months (initial engagement, with option to extend)

4. Team Structure Updated

Added Managing Lead & Strategist (Uttam Kumaran) explicitly
Added Technical Project Manager role
Clarified team composition in pricing section

📋 Pre-Flight Checklist Status

Tier 3 Strategic Hybrid Requirements:

✅ Pricing clear: $15K/month × 3 months
✅ Retainer model clearly stated
✅ Extension options included
✅ Payment terms: Monthly in advance, Net 15
✅ Timeline: 3 months (initial)
✅ Success metrics defined
✅ Risk mitigation included
✅ Communication plan included
✅ Team structure defined
✅ Sign-off section present

Note: This SOW follows Tier 3 Strategic Hybrid pattern but doesn’t include ROI section upfront or week-by-week playbook (it uses phase-based approach). This is acceptable given the technical nature of the engagement.

🔍 HubSpot Deal Information

Found Deal:

Deal Name: Nov’25-Plan Medicare-Deal #1
Deal ID: 40397243426
Current Amount: $5,000
Current Stage: 1103130702
Pipeline: default
Close Date: 2026-02-18

Action Required:

Update deal amount to $45,000
Update deal stage to “Proposal Sent” or appropriate stage
Link SOW document to deal (if property exists)

HubSpot URL: https://app.hubspot.com/contacts/47128656/record/0-3/40397243426

📧 Next Steps

Review Updated SOW - Final review of changes
Export SOW - Convert to PDF or Google Doc format
Update HubSpot Deal - Manually update amount and stage
Prepare Cover Email - Draft email to Brian and Jessica
Send SOW - Email to brian@planmedicare.com and jessica@planmedicare.com
Log in WIN_LOSS_TRACKING - Track outcome when known

📝 Cover Email Template

Subject: Plan Medicare - Email Automation SOW

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: $15, 000/ m o n t h \times 3 m o n t h s ($ 45,000 total)
Focus: Direct Gmail integration (no separate platform)
Deliverables: Email triage, AI drafting, CRM integration, automated contact creation
Timeline: 3-month initial engagement with option to extend

The SOW details our phased approach:

Phase 1: Discovery & Integration Setup (Weeks 1-3)
Phase 2: Email Automation Development (Weeks 4-7)
Phase 3: Refinement & Handoff (Weeks 8-12)

I’m happy to schedule a call this week to walk through the SOW and answer any questions. Would Tuesday or Wednesday work?

Best,
Uttam

📂 Files Updated

Signed SOW copy in vault (path TBD per engagement) — updated with pricing and scope changes

Status: ✅ SOW Updated and Ready for Review

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