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The Client System · Foundation
CRM foundation · Studio operations · Outreach infrastructure
Prepared for
Georgia Christofilou · Make Sense
Scope
The Client System, restructured to grow at your pace
Prepared by
LOVR · August 2026
Overview

The same system, restructured around three fair principles.

You told us the full system made sense but the ongoing monthly did not, not before demand is proven. That was the right read, so this version restructures the offer rather than discounting it. Three changes, plainly stated.

One. The build now covers the complete system and nothing else. Every pipeline, automation, template and journey from the full proposal is in it. No contacts are bundled inside the price.

Two. The monthly drops from $2,400 to $390 and covers only what it costs to keep the system running: the platform, the sending and the support. You run the day to day yourself, which you asked about, and the honest answer is yes, you can.

Three. Contact research becomes its own line at a flat rate per contact. You decide how many, and when, and you can stop and start as demand teaches you. Your database grows at exactly the pace you choose to fund.

And then, your questions. Answered in full after the scope, with the shop priced separately.

Scope of work

The build.

$4,900 + GST, one time. Every item delivered, tested and documented inside the fee.

01

Strategy & discovery

DeliverableQty
Positioning and objectives workshop1
Ideal client profile, defined per industry5
Client journey blueprint, first found to referral1
Database architecture: fields, naming, governance1
Architecture Document, written and owned by you1
02

Platform foundation

DeliverableQty
Pipelines: Outreach, Enquiries & referrals, Active projects3
Pipeline stages, mapped first touch to referral21
Custom database fields and tagging rules20 / 12
Saved views and filtered lists, including the outreach view25
Notification rules, routed by list, stage and source8
03

Outreach kit

DeliverableQty
The outreach view: your list filtered to not yet contacted, strongest fit first, with the reason each business made the list1
Template framework per industry: introduction, second note, third note, revival20 slots
Your copy loaded, formatted and merge fielded into every slotAll
Follow up scheduling wired behind each template: one click marks a business contacted, the reminders follow on their ownBy design
Email authentication on your domain: SPF, DKIM, DMARC3 records
The writing stays with the writer

Copy is your craft, so nothing in this build puts words in your mouth. You write the introductions and the follow ups, in your own voice, and we build the structure they live in: the slots, the merge fields, the scheduling, all five industries ready from day one. Wherever your contact research goes, the framework is already waiting for your words.

Scope of work, continued
04

Nurture journeys

JourneyMessages
Not yet ready: quarterly notes that keep warm prospects close4
Past client: staying present after the project ends3
Referral: the considered ask, at the right moment2
Nurture messages written and live at launch9
05

Studio operations

DeliverableQty
Designed proposal template: you fill in the scope and price, send it as a link, and see the moment it is opened and accepted1
Booking calendar, synced to your availability1
Enquiry acknowledgement from website, Instagram, Facebook, email and Meta lead formsUnder 60 sec
Operations messages: proposal reminders, booking confirmation and reminder, invoice reminders, Google review ask, testimonial ask9
Core automations live at launch19
06

Data & reporting

DeliverableQty
Website tracking, so every enquiry is traced to its true source1
Leads dashboard, live and self serve1
07

Testing, training & launch

DeliverableQty
Full QA pass: test contacts driven through every journey end to end1
Email rendering and deliverability testing1
Training session, recorded so you can rewatch it1
Written operating documentation, owned by you1
Post launch support window30 days
Nothing goes live untested

Every journey is walked by a test contact from first enquiry to invoice before a real prospect ever enters it. You see every template and every journey, and approve every word, before anything sends.

Platform & management

What it runs on, and who runs what.

You asked about the platform and how much you could manage yourself. Both deserve straight answers. The system is built on an established commercial CRM platform, carried under LOVR's agency licence, in an account that is yours. Every contact, template, pipeline and automation sits inside it, and everything is exportable. If we ever part ways, the database leaves with you.

A

What you run

After training, day to day
Writing and sending your introductions, from your own address
Marking contacts as contacted and moving cards across the pipeline
Sending proposals, taking bookings, issuing invoices from the templates
Reading the leads dashboard
Ordering contact research batches, whenever you choose
B

What we run

Behind the system, every month
The platform subscription, carried in full
Email sending for the automations and journeys
Sender health on your domain: opens, spam placement, reputation
Email support, up to 30 minutes each month
Plainly stated

After the training and the 30 day support window, the day to day genuinely runs without us. The recorded session and the operating documentation exist so you are never dependent on anyone to use your own system.

The setup we recommend

Four things. Two of them you already have.

You have been weighing portals, onboarding platforms and store builders against each other, and the honest answer for a studio your size is that the right setup is smaller than the one you have been shopping for. This is the whole list. One writer, three products, and nothing in here exists to look impressive.

01

Your website

Where people are convinced. The writing, the ethos, the portfolio, the product story, exactly as Lucia has designed it. It is not a system and it should not try to be one.

02

The hub

One place holding every contact, your pipeline, your documents, your invoices, your calendar, your email journeys and your shop. One login. One database. Nothing to connect.

03

Stripe

The money underneath both halves of the business. It takes the card on an incense order and the deposit on a writing project. You do not manage it. It runs.

04

Xero

Your books. Xero reads Stripe on its own, so the money arrives in your accounts without anything being built between the two.

What sits where

Inside the hub, and outside it.

The rule we work to is simple. Anything that knows something about a person belongs in the hub. Anything that is a tool rather than a record stays where it is.

A

Inside the hub

One login, one database
Every contact, incense customer and studio client alike
Enquiries from your website, Instagram, Facebook, email and lead forms
Your pipeline, first enquiry through to referral
Proposal and agreement templates, sent and signed
Invoices, payment reminders and receipts
Your booking calendar
Email journeys for both sides of the business
The shop, its three products and its customer accounts
Subscriptions and loyalty
B

Outside, and staying there

Tools, not records
Your website. Brand, story, portfolio and product pages
Stripe. The card payment on both halves of the business
Xero. Your books, read directly from Stripe
Google Workspace. Your mail and your calendar, connected to the hub
Why the split matters

Every one of those four stays where it is because it is already good at its job and none of them needs to know about the others. The hub is the only thing that needs the full picture, and the only thing we build.

What we would leave alone

Four things you have been considering, and why we would not.

You asked good questions about each of these, so they deserve straight answers rather than a quiet omission.

Under considerationOur recommendation
A separate onboarding platformNot needed. It would be a second login, a second subscription and a connection to maintain, doing a job the hub already does for a studio taking on a handful of clients a year.
A full commerce platformBuilt for hundreds of product lines. You have three. It also charges more before it will tell your database who bought, which is the one thing that cannot be compromised.
A customer portal built into the websiteNo longer possible. The account feature it relied on was withdrawn in January 2026, on existing sites as well as new ones. At three products it would not repay the build even if it had survived.
Connectors between platformsEvery connection is a thing that can fail quietly, usually on a weekend, usually noticed on Monday. The fewer joins in a small business, the fewer of those there are.
Plainly stated

At your size the win is not connecting more things together. It is owning fewer things in the first place, and having the one that matters know everything.

What connects to what

The short answer to your integration question.

You asked whether everything in the Make Sense ecosystem can talk to each other. Most of it does not need to, which is the point of the setup on the previous pages. Here is each one, and what it actually needs.

You asked about the wider ecosystemThe answer
Stripe, for taking payment on proposals, invoices and the shopNative. Your own account, money to your bank
Google Workspace, your calendar and your emailNative. Calendar syncs both ways, mail sends as you
Xero, for your booksXero reads Stripe directly, so nothing needs building between the two
A separate onboarding tool such as HubFloPossible, and our honest advice is that you do not need one
Plainly stated

There is one connection in this entire setup that we build, and it is the one between your shop and your database. Everything else either already speaks to what it needs to, or has no reason to.

Documents & proposals

The document lives in the hub, and goes out from the hub.

This is worth walking through properly, because it is the piece that makes a separate onboarding tool unnecessary.

  1. We build the template onceBranded to Make Sense, your wording, your terms, your inclusions. It is stored in your hub and it stays there.
  2. You open it and fill in two thingsThe scope and the price. Nothing is designed again and nothing is rebuilt. You are filling in a form you already own.
  3. You press sendIt goes out from you, under your name, from your address.
  1. Your client opens a link and reads it in their browserNothing to download, nothing to print, nothing to sign by hand and post back.
  2. They accept and sign it thereThe hub records the moment it was sent, the moment it was opened and the moment it was signed.
  3. All of it sits on their contact recordNext to their enquiry, their emails, their bookings and anything they have ever bought from you.
Where we sit in this

Nowhere. We build the template once. Every proposal after that is written by you, sent by you and signed without us ever touching it. You do not send anything to us and you do not wait on anybody.

Onboarding

The signature is what starts the onboarding.

You asked whether an onboarding platform could issue a new client their account setup the moment a proposal is accepted and the deposit is paid. It could. But both of those moments already happen inside the hub, and anything that happens inside the hub can start a sequence on its own.

  1. The proposal is signedThe hub knows the instant it happens, because the document went out from there.
  2. The deposit invoice is issued and paidIssued from the same place, paid through Stripe, and the hub knows that too.
  3. The welcome goes out in your voiceWritten once by you, sent within minutes of the deposit landing, every time, without you remembering to.
  1. The questionnaire followsSo you walk into the first conversation already holding what you need instead of asking for it.
  2. The booking link goes with itThey pick a time from your real availability and it lands in your calendar.
  3. Reminders run themselves until the work startsNothing stalls because a client forgot to reply and you were mid project.
Why we would not add a second platform

An onboarding tool would need to be told all of this by the hub, which already knows it. One system that knows everything beats two systems passing notes to each other, and it is one login instead of two.

The shop

Three products, and one rule that decides everything.

The rule is this. A checkout that sits on its own takes card payments and tells your database nothing. The person who just bought RISE disappears the moment the receipt sends, and when you have something worth saying in March you have no way to say it to them. An incense customer and a studio client are the same shape of thing, someone who found Make Sense and liked what they read, and often enough they are the same person.

  1. They read about the incense on your site and decide to buyThe site has already done the work by this point.
  2. They check outCard, Apple Pay or Google Pay, GST calculated, postage applied by zone, receipt sent. The money settles into your account.
  3. The moment they pay, they exist in your databaseNot a copy of them and not a nightly sync. The buyer and the contact record are the same thing, created at the instant of purchase.
  4. They are tagged as an incense customerWith what they bought, how much they spent and where they came from.
  5. If they ever enquire about writing, it lands on that same recordNo second contact, no duplicate. They are simply tagged as both, and treated as both.
Accounts, subscriptions & loyalty

Everything you asked for, and none of it built from scratch.

  1. Their order email carries a link to their accountThey do not have to find it, it comes to them.
  2. A one time code arrives at the same address they checked out withNo password to create, none to forget, and none for you to reset at nine at night.
  3. Inside, they see their ordersThe current one with its items, price and status, the tracking number once it ships, and every order before it.
  1. A monthly delivery renews on its ownThey can pause, change or cancel it themselves without contacting you.
  2. Their record updates to say they subscribeSo they never receive an email selling them the thing already arriving at their door.
  3. Every purchase stamps a count on their recordAt the number you choose, the reward sends itself as a single use code.
The one honest limit

Your customers earn and the reward arrives on its own. What they will not have is a points balance they can log in and watch, because the account area shows orders rather than a running total. If the range ever grows, that becomes a later addition rather than a rebuild.

Where the shop lives

It belongs in the hub, and here is the comparison in full.

OptionWhat it gives youWhat it costs you
In the hub
Recommended
Checkout, customer accounts, full order history, subscriptions and loyalty. Every buyer in your database automatically, because there is no second system for them to be in.Nothing extra each month. The storefront is styled to your brand but built in the hub rather than drawn by Lucia, so it will be clean and correct without carrying the craft of her pages.
Built into your websiteThe most beautiful checkout of the three, matching Lucia's design exactly.No customer accounts and no subscriptions. That feature was withdrawn in January 2026. Loyalty would need a third party tool and buyers would only reach your database through a connection we build and maintain.
A commerce platform behind the designAll of it, properly, and the storefront can be made to match.A monthly platform fee, two paid apps and a higher plan before it will pass buyers to your database. Sized for hundreds of products rather than three, and every future design change becomes a rebuild rather than an edit.
How we handle the one trade off

We keep the two apart on purpose. Your website stays the brand, the writing and the portfolio, exactly as designed. The shop sits on its own branded address that people arrive at once they have decided, which is after the site has already done its work. If the incense range ever outgrows this, the third option is still there, and by then you will have the sales history to know whether it is worth the extra cost.

Who runs what

Built once by us, run forever after by you.

The point of a setup this small is that you are not tied to anyone to operate it. Here is the line, drawn honestly, including the part where you would need us.

A

We build, once

Delivered, tested and documented
The proposal and agreement template
The storefront, the three products and the postage rules
The customer account area and its emails
Subscriptions and the loyalty counter
Every journey, tag and automation on both sides
Training, recorded, and written documentation
B

You run, from day one

No waiting on anyone
Writing and sending proposals
Issuing invoices and taking bookings
Adding a product, changing a photograph, adjusting stock or price
Running a promotion or a discount code
Sending a one off note to your whole list
Reading the dashboard
When you would need us

A new journey, a template rewritten, a structural change to how the database is organised. Those are ours, and every one of them is quoted before any work begins. Nothing routine sits on our side of the line, which is the whole point of building it this way.

The sequence

How this lands against your own dates.

You have social from late September, incense in November and services in January. Nothing here asks you to move any of them.

WhenWhat happens
Late SeptemberThe hub goes live and starts capturing. Every enquiry from the website, Instagram, Facebook and email lands in one place from the first day of the social push, so nothing from the launch is lost while the rest is still being built.
OctoberThe shop is built while your packaging and product photography are being finalised. Test orders are driven through end to end, including a refund and a subscription cycle, before anything is public.
NovemberIncense launches. Checkout live, customer accounts live, subscriptions available, and every single buyer landing in your database from the first order rather than the hundredth.
DecemberThe first repeat purchases arrive, the loyalty counts start reaching their threshold and the incense journey has real people moving through it.
JanuaryStudio services launch onto a system that has already been running for three months, with proposals, onboarding, invoicing and the client journey proven rather than theoretical.
What we need from you, and when

To hold October we need your three products settled: final names, prices, weights and photography, plus what you want the loyalty reward to be. Everything else is ours.

The shop build · optional

$5,400 + GST, one time.

Priced on its own, separate from the Foundation, and entirely optional. Three products keeps this smaller than it would be for a larger range. Around eight working days once your products and photography are settled.

Included
Storefront designed to your brand, on its own branded address1
Three products loaded with imagery, variants, stock, weights and postage rules3
Stripe connected to your own account, cards and digital wallets, GST handled1
Order, dispatch and delivery emails, written and branded3
Customer account area with tracking and full order history1
Included
Subscriptions, with welcome, upcoming charge, card failure and cancellation messages4
Loyalty counter and the reward, triggered at your threshold1
Every purchase creating or updating the contact, tagged incense or both1
Incense journey running alongside the studio journey1
Live testing: real orders, a refund, a full subscription cycle, account sign in1
Shop build, complete$5,400 + GST
Staged, if November is tight

The shop, the checkout, the customer accounts and the database wiring stand alone at $3,600 + GST, which is everything needed to sell in November and capture every buyer. Subscriptions and loyalty follow at $2,000 + GST whenever you are ready, once the first orders have told you what the reward should be.

Contact research

$1.50 per contact. You set the volume and the pace.

Rather than bundling a fixed database into the build and a fixed top up into the monthly, contact research is now priced on its own, at a flat rate, ordered when you want it. This is the part of the system that should scale with demand, so it is now the only part priced by volume.

01

What each contact is

Every contact delivered
A business researched against your ideal client profile
The right person at that business: name, role, email
The email verified before it enters your database
Tiered A, B or C for fit, with the reason recorded
Loaded into your outreach view, templates ready
02

How it is priced

Terms
Per researched, verified contact$1.50 + GST
Ordered in batches of 250$375 + GST
Order by email, any time, any industry
No subscription, no minimum, no expiry
The rate holds as your database grows
Why it is structured this way

Your concern was funding a fixed monthly before demand is understood. This removes it. When outreach is converting, you order more. When you are at capacity, you order none. The spend follows the demand rather than running ahead of it.

Ongoing costs

$390 per month. What it costs to keep the system on.

One monthly line, month to month, no term. It carries the platform and keeps the system healthy. There is no research, no content work and no management labour hidden inside it, which is why it is $390 rather than $2,400.

A

Platform & support

$390 / month
Included, every month
Platform subscription, carried in full, no licence cost to you
Email sending for automations, journeys and operations messages
Sender health watched on your domain: opens, spam placement, reputation
Email support, up to 30 minutes each month
If you take the shop, its running costs sit inside this same $390. No second monthly line
On support, plainly stated

Thirty minutes covers the questions a month actually holds. If you ever ask for something larger, a new journey, a template rewrite, a structural change, we quote it before any work is done. You will never receive an invoice you did not see coming.

Scaling further

The full system remains on the table, unchanged.

The Foundation is the same system underneath the full proposal you have already reviewed, so scaling up is a decision, not a rebuild. When demand is proven and you want the running of it taken off your hands, either layer switches on over what is already built. Nothing is redone and nothing you have paid for is repeated.

B

Outreach & lifecycle, managed

+ $1,200 / month
When you switch it on
Researched contacts added and tiered monthly, without orderingup to 500
Templates refined each month on what real replies teach
Follow up cadence kept honest: tasks scheduled, stale conversations flagged
Nurture journeys maintained and seasonal notes written
Monthly report and a quarterly review call
C

Advertising, managed

+ $2,900 / month
When you say go
Campaign and audience strategy, built from your database
Ad creative and copy, directed and produced
Campaign build, management and budget allocation
Conversion tracking wired into the same pipeline, source stamped
Testing, refinement and plain language reporting
Plainly stated

Ad spend is paid by Make Sense directly to the platforms and is separate from this fee. Both layers are priced here so there are no surprises later, not because either is expected soon.

Investment
$4,900 to buildEx GST · One time · The system, complete
$390 per monthEx GST · Platform & support · Month to month
$1.50 per contactEx GST · Batches of 250 · Ordered when you choose
$5,400 the shopEx GST · One time · Optional · Or staged, $3,600 then $2,000

All figures exclude GST. Every line sits on its own: the build is once, the monthly keeps the system on, the contacts are entirely at your pace, and the shop is a separate decision you can make now, later, or not at all.

What you ownOwner
The platform account and every contact in itMake Sense
The client database, with full export rightsMake Sense
Every template, journey and line of copyMake Sense
All pipelines, automations and templatesMake Sense
The Architecture Document and operating guideMake Sense
LOVR's accessRevocable
No minimum term

The system is yours from day one and the monthly is month to month. If it stops paying for itself, you stop. We would rather earn the next month than enforce it.

Next steps
A foundation you own, at a pace you control, with the full system one decision away.

If this structure works for you, reply and we will get the build underway. If any line deserves more explanation, ask. Every question gets a straight answer, this page is built on them.

Prepared by LOVR for Make Sense
Savannah Barber · Creative Director · savannah@lovr.agency