Proposal for Josny
Offering Date: 4 March 2025
Deadline: 11 March 2025
1. Overview & Assumptions
- Investment Amount: 20,000 MYR – 40,000 MYR
- Loan with agreed repayment terms.
- Services & Pricing
- Average Project Value: $2,000–$4,000 (website revamps, AI chatbots, branding)
- Monthly Maintenance/Retainer: $150/month per client (hosting, support, minor updates)
- Client Acquisition & Growth Rate
- Primary methods: cold email (capable of sending 1,000 email per day) and cold calling
- Team & Delivery Capacity
- The additional funds will be used to hire sales representatives. Although there’s a strong lead generation pipeline, managing all sales calls is not feasible for one person.
- The founder will focus on lead generation and service delivery during the first two months.
- By Month 3, freelance designers/developers will be brought on board as needed to accommodate growth without compromising quality or turnaround times.
2. Financial Projection & Growth Targets
2.1 Revenue Breakdown
- Average Project Value:
- $2,000–$4,000 for web revamps, AI chatbots, and branding packages
- Monthly Retainer:
- $150/month per client, covering hosting, maintenance, and minor updates
2.2 12-Month Client Growth
- Months 1–2:
- Plan to secure a small number of clients at lower pricing to build momentum and refine processes
- Month 3 Onward:
- Increase project values as the team expands and brand reputation grows
- Target a steady increase in new clients each month, aided by dedicated sales reps
2.3 Projected Revenue
One-Time Project Revenue
| Month | New Clients | Project Value | Monthly Project Revenue |
|---|---|---|---|
| 1 | 4 | $2,000 | $8,000 |
| 2 | 8 | $2,000 | $16,000 |
| 3 | 12 | $3,000 | $36,000 |
| 4 | 16 | $3,000 | $48,000 |
| 5 | 20 | $3,000 | $60,000 |
| 6 | 20 | $3,000 | $60,000 |
| 7 | 20 | $3,000 | $60,000 |
| 8 | 20 | $3,000 | $60,000 |
| 9 | 20 | $3,000 | $60,000 |
| 10 | 20 | $3,000 | $60,000 |
| 11 | 20 | $3,000 | $60,000 |
| 12 | 20 | $3,000 | $60,000 |
Total One-Time Project Revenue (12 Months): $588,000
$99/Month Model
| Month | Cumulative Clients | Monthly Recurring Revenue |
|---|---|---|
| 1 | 30 | $2,970 |
| 2 | 60 | $5,940 |
| 3 | 90 | $8,910 |
| 4 | 120 | $11,880 |
| 5 | 150 | $14,850 |
| 6 | 180 | $17,820 |
| 7 | 210 | $20,790 |
| 8 | 240 | $23,760 |
| 9 | 270 | $26,730 |
| 10 | 300 | $29,700 |
| 11 | 330 | $32,670 |
| 12 | 360 | $35,640 |
Total monthly recurring Revenue (12 Months): $231,6600
Combined 12-Month Revenue
One-Time Projects: $588,000 / 2,626,008 MYR
Retainer Revenue: $231,660 / 1,034,593 MYR
Total: $819,660 / 3,660,601 MYR
2.4 Key Milestones
- Month 1–2: Finalize lead generation process and establish core team
- Month 3: Hire additional sales representatives and begin scaling to handle more projects
- Month 4+: Maintain steady client acquisition, leveraging both cold email and cold calling
2.5 Upside Potential
- Higher-Value Projects: As reputation and referrals grow, average project value can exceed $4k
- Additional Services: Possibility to upsell AI-driven features, SEO, or advanced marketing automation
- Referrals & Partnerships: Reduced acquisition costs over time, increasing margins
3. Use of Funds & Operational Strategy
3.1 Allocation of Investment
- Hiring & Training (~70%)
- Bring on sales representatives to handle inbound leads and close deals
- Train the team on advanced AI tools and new service offerings
- Marketing & Lead Generation (~20%)
- Expand cold email and cold calling efforts
- Develop referral or affiliate partnerships
- Setup more email account as back up
- Technical & Operational (~10%)
- Invest in design licenses, software subscriptions, and AI integrations
- Upgrade hosting infrastructure if needed
3.2 Hiring & Team Structure
- Sales Representatives
- Focus on converting leads generated via cold outreach
- Free up the founder to manage strategic partnerships and oversee project delivery
- Designers & Developers (Freelance or In-House)
- Scale resources as client volume grows
- Ensure consistent quality and quick turnaround times
- Project Management & Support
- Coordinate client communication, timelines, and deliverables
- Handle retainer tasks (maintenance, minor updates)
3.3 Timeline & Milestones
- Month 1–2:
- Allocate funds to finalize lead gen processes, set up sales team onboarding, and secure initial clients
- Month 3:
- Ramp up outreach and bring in additional design/dev help to handle the rising project load
- Begin offering higher-value projects at $3k+
- Month 4–6:
- Refine service delivery, add new AI/chatbot features, and establish a steady monthly client intake
- Month 7–12:
- Continue scaling with a stable sales funnel
- Explore new verticals or advanced offerings (e.g., SEO, branding, marketing automation)
4. Conclusion & Next Steps
4.1 Summary of the Opportunity
- The business model combines high-value web/AI projects with monthly retainers, offering both immediate revenue and recurring income.
- An aggressive but achievable growth strategy—driven by cold outreach, hiring key sales roles, and maintaining quality delivery—aims for a significant jump in both client base and revenue over 12 months.
4.2 Investment Proposal
- Amount: 20,000 MYR – 40,000 MYR
- Proposed Loan Structure.
12-Month Repayment Schedule
| Month | Payment (MYR) | Notes |
|---|---|---|
| 1 | 0 | No payment (grace period) |
| 2 | 0 | No payment (grace period) |
| 3 | 0 | No payment (grace period) |
| 4 | 6,666.66 | 1st installment |
| 5 | 6,666.66 | 2nd installment |
| 6 | 6,666.66 | 3rd installment |
| 7 | 6,666.66 | 4th installment |
| 8 | 6,666.66 | 5th installment |
| 9 | 6,666.66 | 6th installment |
| 10 | 6,666.66 | 7th installment |
| 11 | 6,666.66 | 8th installment |
| 12 | 6,666.66 | 9th installment |
Principal: 40,000 MYR
Total Repayment: 60,000 MYR (50% total interest)
Monthly Installments (Months 4–12): 6,666.66 MYR