A discovery audit that maps how your campaign operation runs in Trello today and turns it into a clean, documented ClickUp system, with a prioritized plan your team can review and act on.
Following our conversation, this proposal sets out a discovery engagement to map how Ribit runs its campaigns today and turn it into a clean, scalable ClickUp system, and to produce a documented plan your team can review and build from.
Ribit is an AI marketing and sales platform for automotive dealerships, now in its fourth year, recently seed-funded, and growing quickly across Western Canada and into the US. Your system reaches a dealer's database through ringless voicemail, text, and email, then books the appointments that put buyers in the showroom, across both outbound campaigns and inbound lead management. Today the whole team runs every dealer and every campaign through a single Trello board, with the supporting detail spread across Google folders, Slack, and email.
As you put it, the bottleneck is no longer the technology, it is the operation around it. The result you want is a single, reliable place to see where every dealer and every campaign stands at a glance, where tasks do not slip and notifications do not get buried, so onboarding new dealers no longer caps how fast Ribit can grow.
Our approach is deliberately straightforward. We map the situation, we build it, then we support you running it. With an established operation like yours, the first step carries most of the value, because the business already works in practice and the system mainly needs to be captured, structured, and documented.
We document how your operation runs today, end to end, and turn it into clear SOPs and diagrams you can build from.
We make the changes on top of that map, at a pace that suits your team, starting with the work that adds value soonest.
We support you running it, with every hour on a report and the system documented and owned by you.
Who you work with. Matt and Luana lead the engagement and the calls, and do the work directly. Where a deeper custom build is needed, Flavio, our senior technical lead, joins as the architect. You work with the same small team throughout, not a chain of handoffs.
MapMatix has delivered 250+ projects and 3,500+ automations, is rated 5.0 from 120+ clients, and is a HubSpot Solutions Partner.
A structured audit of how Ribit runs its campaigns today, turned into a clear plan for the move to ClickUp that you can hold, hand to your team, or build from. It includes:
A written plan: the current-state map, the documented SOPs, a proposed ClickUp design, the migration and build roadmap, and an implementation estimate. Yours to keep, regardless of what happens next, whether the build proceeds with us, in-house, or with another team.
Everything shared with us, including data, processes, and customer information, is treated as confidential.
We work as a straightforward hourly engagement, billed through Upwork at $125 per hour, so you only pay for the time used and you see exactly how we operate before committing to the larger build. We start small, with a discovery step: a deep dive into how you run today and a close look at your Trello data, after which we come back with a firm plan and a confirmed estimate for the ClickUp build. Every hour is logged through Upwork's tracker, you get a weekly summary of where the time went, and if a phase is going to run long, you hear it first.
Based on what we have seen so far, the full move from Trello to ClickUp is roughly 40 to 50 hours of work, about $5,000 to $6,000, over approximately one month, including the build and onboarding your team. This is a conservative planning range, not a fixed price and not a cap, and we confirm it with you after discovery. You pay only for the hours used, any unused balance is yours, and Matt guarantees the first 10 hours: if you are not satisfied in that window, you do not pay for them.
For ongoing work. Once the build is done and you want steady hands on the system, longer engagements typically move onto a prepaid retainer at lower locked rates. The options below are for reference, not the way we start.
| Plan | Monthly | Hours | Rate | Best for |
|---|---|---|---|---|
| Project | From $5,000 | No lock-in | $125/hr | A defined build with no monthly commitment |
| Starter | $2,300 | 20 hrs/mo | $115/hr | A tidy, working system with steady hands on it |
| Growth Most popular | $4,200 | 40 hrs/mo | $105/hr | Active month-over-month progress on the full build |
| Scale | $7,600 | 80 hrs/mo | $95/hr | An embedded team driving larger initiatives |
Monthly plans run on a 3-month minimum, then month to month, and an annual term locks the lowest rate. Unused hours roll over. This proposal is valid for 30 days from the date on the cover.
Accept the hourly contract here on Upwork. We confirm the scope and the discovery hour estimate with you first.
We schedule the first discovery call through Upwork messaging and set up read-only access to your Trello board.
We carry out the audit, deliver the written plan, and walk you through the roadmap together.
Ready to start, or have questions first? The easiest next step is a short call, where we can walk you through everything and map out where to begin. We are happy to talk through any part of this.
Book a 30-minute call at calendly.com/mapmatix, or email Matt Adams at matt@mapmatix.com.