Product Lines
0
Whole House · RO · Softeners · Ozone · Commercial
REVELATIONAGENCY
BUILD PROPOSAL
01 PROPOSAL — MAY 2026
BLUTEK
CRM.
BUILD. AUTOMATE. SCALE.
DocumentBuild Proposal
Prepared ForBrad Huxley
CompanyBluTek Water
Prepared ByBlaine McKenzie
REVELATIONAGENCY
BLUTEK CRM · SECTION 01
02 / 15
01 THE PROBLEM YOU NAMED
THE PINNACLE PROBLEM.
“We hired a rep, never met him a day in my life. He put in three bad deals. Pinnacle’s pissed.” — Brad, on what just happened
One unvetted rep almost cost a finance company relationship. Right now there’s no system to catch a lie before it reaches Pinnacle — just trust, and Janelle eyeballing every deal after the fact.
Reps lying about customer income to push deals through finance.
Finance relationships at risk — Pinnacle, Aqua, Synchrony, GoodLeap.
You don’t meet every rep before they submit — and shouldn’t have to.
Your office shouldn’t carry manual variance-catching at scale.
As volume grows, manual review doesn’t — it breaks.
REVELATIONAGENCY
BLUTEK CRM · SECTION 02
03 / 15
02 CURRENT STATE
THE BUSINESS IS BUILT.
— CATEGORY 01
— CATEGORY 02
— CATEGORY 03
THE BUSINESS IS BUILT.
THE SYSTEM ISN’T.
Five product lines. Five finance partners. Nine lead channels. Right now, an 8-tab Excel workbook is the load-bearing wall.
Finance Partners
0
Aqua · Synchrony · GoodLeap · Fortifi · Pinnacle
Lead Channels
0
Referral · Facebook · Home Show · Door Knock · Website · Dealer · Existing · Builder · Kiosk
— WHERE IT STARTS TO BREAK
Reps spread across territories — no single source of truth.
Five finance partners means five sets of submission rules to keep straight.
Nine lead channels means leads landing everywhere — and nowhere.
Service plans + warranty + filter cycles compounding across customers.
REVELATIONAGENCY
BLUTEK CRM · SECTION 03
04 / 15
03 WHAT YOU NEED
FIVE THINGS. SAID PLAINLY.
“I need to make it so simple that it just runs and our deals are flowing through and that’s it. It’s not that hard. I just need a couple checks and balances in place.” — Brad, on what ‘done’ looks like
01 — Stop Bad Reps Before Pinnacle
Variance gets caught at submission, not after the finance company calls.
02 — Track Every Deal Cleanly
Rep to close. One record. No spreadsheet copy-paste.
03 — See Profit Splits Without Math
Waterfall runs itself. Numbers are right or they don’t show.
04 — Keep It Simple — Reps Aren’t Tech People
Truck-first. Three taps to submit. No training manual.
05 — Don’t Overbuild — Get Me Operational Fast
Live in weeks, not quarters. Ship the core, then layer.
REVELATIONAGENCY
BLUTEK CRM · SECTION 04
05 / 15
04 WHAT WE BUILD
YOUR EXCEL, BUT REAL SOFTWARE.
I opened every tab. Here’s what each one becomes.
BluTek_Sales_CRM_Profit_Split_Tracker.xlsx
DASHBOARD
— rebuilt as live owner view
SALES REGISTER
— primary deal entry · multi-rep
#VALUE!
DEAL WATERFALL
— auto-calculated · no errors
#VALUE!
PRICING FLOOR
— enforced at submission
INSTALL & SERVICE
— full lifecycle tracking
LEADS PIPELINE
— kanban + stage triggers
ASSUMPTIONS
— editable defaults panel
LISTS
— dropdowns become enforced fields
— OPERATIONAL UPGRADES, SPECIFIC
01 — Default Redline $4,600 Stays Editable
Brad and Jose adjust assumptions without a developer. Mirrors the Assumptions sheet.
02 — Five Finance Partners, Five Rule Sets
Aqua, Synchrony, GoodLeap, Fortifi, Pinnacle each enforce their own submission requirements at the form level.
03 — Deal Waterfall Without
#VALUE!
Net Split Pool · Nathan Split · BluTek Split — calculated at entry, validated before save, never blank.
04 — Pricing Floor Is A Guardrail, Not A Sheet
Reps see minimum sale price live as they enter. Below redline = blocked. Below target = warned.
05 — Install Status Becomes A Workflow
Pending → Scheduled → Installed → Warranty Submitted → Service. Each transition triggers the right person automatically.
06 — Nine Lead Sources, One Inbox
Referral · Facebook · Home Show · Door Knock · Website · Dealer · Existing · Builder · Kiosk — tagged on entry, ROI tracked per channel.
Every line above came from your workbook. Not a template. Yours.
REVELATIONAGENCY
BLUTEK CRM · SECTION 05 — OPTION A
06 / 15
05 OPTION A
FOUNDATION CRM.
$5,000.
+ $200/mo · 3 weeks to operational
The Excel killer. Same data. Same logic. Multi-user. Mobile. Live this month.
— Included
- Sales Register — 35 fields, file uploads, multi-rep
- Deal Waterfall auto-calculator
- Pricing Floor enforcement
- Janelle approval queue (manual income verification)
- Owner dashboard with all Excel metrics
- Basic Kanban leads pipeline
- Configuration panel — Brad edits defaults
- Multi-user roles (Rep / Reviewer / Owner)
- Excel data import on day 1
- 1-hour walkthroughs (admin + reps)
- 2 weeks post-launch bug-fix support
— Replaces
- Sales Register tab ✓
- Deal Waterfall tab ✓
- Pricing Floor tab ✓
- Dashboard tab ✓
- Assumptions tab ✓
- Lists tab ✓
- Manual paystub eyeballing — Janelle still does it, but in a clean queue, not 35 columns of Excel
Solves the Pinnacle problem manually. Operational this month.
REVELATIONAGENCY
BLUTEK CRM · SECTION 06 — OPTION A IN ACTION
07 / 15
06 OPTION A IN ACTION
THREE ROLES. ONE SYSTEM.
What it actually looks like when a deal moves from the truck to the dashboard. Real sample data from your workbook.
BLUTEK · REP
— Submit New Deal
John Carter
559-555-0144
Whole House + RO + Alkaline
$14,000
Synchrony
paystub.pdf ✓
3 taps. Done.
BLUTEK · REVIEW QUEUE
— Pending Review
3 PENDING
MATCHED
BT-0042 · John Carter · $14,000
0%
REVIEW
BT-0041 · Maria Lopez · $9,990
8%
FLAGGED
BT-0040 · L.A. Rep · $12,000
31%
AI flagged 1 of 3. Your eyes on what matters.
BLUTEK · OWNER DASHBOARD
— This Month
MAY 2026
$84,750
Contract Sales
10
Deals Closed
$18,200
Net Split Pool
— By Finance Partner
Aqua3
Synchrony2
GoodLeap4
Fortifi1
Pinnacle1
See it all without doing the math.
BT-0042 · $14k
The same system. Three views. Built for what each person actually does.
REVELATIONAGENCY
BLUTEK CRM · SECTION 07 — OPTION B
08 / 15
06 OPTION B
01 — AI Income Verification
02 — Stage-Triggered Follow-Ups
03 — Mobile-First Rep Flow
FULL OPERATIONS SYSTEM.
$9,500.
+ $400/mo · 5 weeks to operational
Everything in Option A — plus the muscle.
Catches Variance Automatically
Rep submits, AI reads the paystub, flags discrepancies before Janelle even sees them. Color-coded queue — green, yellow, red. The Pinnacle problem, solved automatically.
Tracker To Closing Machine
Lead moves to Quoted → rep gets reminder. Appointment set → day-of ping. AI watches stale leads and surfaces what to do next.
Three Minutes From The Truck
Reps submit from the field. Camera-first photo upload. Voice-to-text on notes. Sub-three-minute deal entry from phone.
Install & Service module — full post-sale lifecycle
Rep performance leaderboard
Cross-trade customer toggle — Next Era foundation
Solves Pinnacle automatically. Replaces the entire Excel. Built for scale across all of Next Era's businesses.
REVELATIONAGENCY
BLUTEK CRM · SECTION 07 — OPTION B IN ACTION
09 / 15
08 OPTION B IN ACTION
SAME SYSTEM. MORE MUSCLE.
What the muscle features actually look like when a real deal moves through. Same panels you saw — now with the brain layer on top.
BLUTEK · REP
— Submit New Deal
John Carter
Whole House + RO + Alkaline
$14,000
Synchrony
AI verifying paystub…
📷 Camera
🎤 Voice notes
Stage trigger active: Quoted → reminder in +2 days
Submitted from the truck. AI verified. Follow-up scheduled.
BLUTEK · REVIEW QUEUE
— Pending Review
AI PRE-SORTED · JANELLE REVIEWS 1 OF 3
MATCHED
BT-0042 · AI: 0% variance
clear
REVIEW
BT-0041 · AI: 8% · check overtime
8%
FLAGGED
BT-0040 · AI: 31% · misrepresentation
31%
AI does the math. Janelle makes the call. Both watch the same deal.
BLUTEK · OWNER DASHBOARD
— This Month
MAY 2026
$84,750
Contract Sales
10
Deals Closed
$18,200
Net Split Pool
— Rep Performance Leaderboard
01 · NATHAN7 deals$52,40014% margin
02 · SAL3 deals$24,30011% margin
03 · L.A. REP1 dealFLAGGED— — —
— Install & Service
4 INSTALLS THIS WEEK
2 SERVICE DUE
1 WARRANTY 30D
Sales, ops, service — all rolling up live.
BT-0042 · $14k
Same lifecycle. Same screens. AI does the heavy lifting between them.
REVELATIONAGENCY
BLUTEK CRM · SECTION 09 — COMPARISON
10 / 15
09 COMPARISON
AT A GLANCE.
| Capability | Option A | Option B |
|---|---|---|
| Sales Register + Deal Waterfall | ✓ | ✓ |
| Pricing Floor enforcement | ✓ | ✓ |
| Owner dashboard | ✓ | ✓ |
| Janelle approval queue | ✓ | ✓ |
| Excel data import | ✓ | ✓ |
| Basic Kanban leads | ✓ | ✓ |
| AI income verification | — | ✓ |
| Stage + AI follow-up automation | — | ✓ |
| Mobile-first rep flow | — | ✓ |
| Install + Service module | — | ✓ |
| Rep performance leaderboard | — | ✓ |
| Cross-trade customer toggle | — | ✓ |
| Build price | $5,000 | $9,500 |
| Monthly | $200 | $400 |
| Time to live | 3 weeks | 5 weeks |
| Post-launch support | 2 weeks | 4 weeks |
REVELATIONAGENCY
BLUTEK CRM · SECTION 09 — POSITIONING
11 / 15
09 WHAT YOU SKIP
WHAT YOU’RE NOT BUYING.
Big agencies quote this build at $50K–$100K — and what you’d be paying for isn’t the software. It’s everything wrapped around it. You don’t need any of it.
— SKIP 01
A 6-month timeline.
Months of discovery, scoping calls, and stakeholder reviews. You need this live in weeks.
— SKIP 02
A project manager you never talk to. You’d talk to the PM. The PM would talk to the dev. The dev would build what the PM heard, not what you said.
— SKIP 03
Change-request invoices. “Out of scope” is how agencies bill. With me, the scope is your business — if it’s in your workflow, it’s in the build.
— SKIP 04
A dev team that’s never seen a water deal. They’d Google “what is GoodLeap.” You don’t have time to teach your contractor what a redline is.
Same software. None of the overhead. Direct line to the builder.
REVELATIONAGENCY
BLUTEK CRM · SECTION 10 — TIMELINE
12 / 15
10 PROCESS
FROM SIGNED TO SHIPPED.
Sign today, operational in weeks. Two tracks — pick yours.
— OPTION A · FOUNDATION CRM
Week 0 · Sign & Kickoff
Sign + 50% deposit. Kickoff call. Excel handoff.
Week 1 · Core Build
Sales Register · Deal Waterfall · Pricing Floor · Dashboard
Week 2 · Remaining Modules
Janelle queue · Kanban · Roles · Assumptions
Week 3 · Launch & Train
Walkthroughs with admin + reps. Final 50% on launch.
LIVE BY END OF MAY 2026
— OPTION B · FULL OPERATIONS SYSTEM
Week 0 · Sign & Kickoff
Sign + 50% deposit. Kickoff call. Excel handoff.
Week 1–2 · Core + AI Verification
Foundation modules + AI paystub OCR + verification engine.
Week 3–4 · Muscle Layer
Stage triggers · Install & Service · Mobile · Leaderboard.
Week 5 · Launch & Train
Extended training. Automation tuning. Final 50% on launch.
LIVE BY MID-JUNE 2026
⚠ THIS QUOTE IS GOOD FOR 14 DAYS
Pricing locked through May 28, 2026. After that, Option B requires re-quote based on current capacity — agency-client slots fill up. Option A remains available but timeline shifts with my book.
Lock it in now, build it on this timeline. Wait, and we re-talk.
Payment structure — 50% on signing, 50% on launch. No surprise costs.
REVELATIONAGENCY
BLUTEK CRM · SECTION 11 — THE MATH
13 / 15
11 THE MATH
DO THE MATH.
Your reps sell water systems around the $9,500 mark. Wholesale cost is in the $4,500 range. That's a gross margin of roughly $5,000 per install — before install labor, finance fees, and overhead. Now look at what that gross can absorb.
One Install's Gross Margin
~$5,000
Retail price minus wholesale equipment cost.
≥
covers
Foundation CRM
$5,000
Option A — complete build.
Roughly the gross of one install covers the full build.
Two Installs' Gross Margin
~$10,000
Combined gross from two installs.
>
covers + clears
Full Operations System
$9,500
Option B — with AI + automation.
Two installs' gross clears Option B with room to spare.
One Pinnacle Rupture
- Finance partners walk
- Reps can't close — reps leave
- Pipeline dries for months
>>>
outweighs
This Entire Proposal
$9,500
Option B — total upfront investment.
One ruptured finance partner doesn't stop at the partner. It costs you reps, sales, and customer trust for months.
The build is well inside what your deal economics already produce.
After it pays back — every install is protected, every rep is checked.
REVELATIONAGENCY
BLUTEK CRM · SECTION 12
14 / 15
11 MY RECOMMENDATION
GO WITH OPTION B.
Option A solves Pinnacle manually — and that works. But Option B turns your most valuable employee’s eyes into a backup, not the front line. Janelle is human. AI catches what humans miss. Sometimes that’s the difference between a saved relationship and a fired finance partner.
— Janelle Becomes Your Insurance, Not Your Filter
AI does the first pass. Janelle only sees what actually needs human eyes. She works less. She catches more.
— Follow-Up Automation = More Closes From Same Leads
Stage-triggered reminders. AI-flagged stale leads. Reps don’t forget who to call back — because they don’t have to remember.
— Cross-Trade Foundation = Next Era Scales On This
Same logins, same data model, same financial logic when you bring in roofing, solar, and HVAC. No rebuild.
$4,500 more. 5× more power. An insurance policy on your operations team.
REVELATIONAGENCY
END OF PROPOSAL
15 / 15
— NEXT STEP
READY WHEN YOU ARE.
Pick the option that fits. Sign + send deposit. Operational in 3–5 weeks.
Let's build.
Blaine McKenzie · blaine@revelationagency.com · Revelation Agency