Decision Log
What's been decided and what's awaiting sign-off, so nothing slips between sessions.
Enter your initials and confirm. That counts as your formal approval of this decision as written above, a timestamped copy is emailed to both you and fCAIO Consulting and stored permanently.
Enter your initials and confirm. That counts as your formal approval of this decision as written above, a timestamped copy is emailed to both you and fCAIO Consulting and stored permanently.
Enter your initials and confirm. That counts as your formal approval of this decision as written above, a timestamped copy is emailed to both you and fCAIO Consulting and stored permanently.
Software Costs, Full Picture
Every tool that could be needed across this engagement, explained in plain English. You do not need all of these. Required items are needed to deliver the scope. Optional items are upgrades we will recommend selectively, nothing is purchased until you approve it.
AI & Automation
Claude AI Workspace
RequiredD03 · D04 · D06The AI engine that powers the chatbot on your website, the intelligence dashboards, and all the automated systems we build for you. Priced per staff member who uses it.
Why it matters: Every system in this engagement runs on Claude. Without it, the automation and intelligence layers don’t exist.
Automation Connector (Make or n8n)
RequiredD03 · D06The invisible plumbing that moves information between your tools automatically, so your team stops re-typing the same job details into three different places.
Why it matters: The discovery found hand-off gaps between departments. This closes them without anyone having to do it manually.
Website & Lead Capture
Website Hosting
RequiredD03Keeps your new website switched on and accessible 24/7. Like renting the storefront where your business lives online. We build on infrastructure with a genuinely free professional tier.
Why it matters: The website can’t capture after-hours enquiries without it. Good news: the platform we use costs nothing at LMS’s traffic levels.
Domain Name, lanemovers.com
RequiredD03Your web address: lanemovers.com, the name the local market already calls you. Registered once, renewed yearly.
Why it matters: Every professional website needs its own address. Without it the site runs on a generic link.
AI Self-Survey Tool (Photo-Based Estimates)
OptionalD03 · D06Clients photograph their rooms with their phone and the system estimates the volume of the move, no waiting for a video call or a physical survey. Pay-per-use: a fixed fee per completed survey, no monthly subscription.
Why it matters: Today’s video-call surveys regularly under-estimate volume, which causes costly crew and pricing errors. Photo-based AI estimates are faster for the client and more defensible for LMS. Conservative estimate assumes 20-30 surveys/month.
Lead Notifications & Email Follow-Up
RequiredD03The plumbing that instantly confirms receipt to every enquiry and alerts your sales team within minutes, plus a short automated email follow-up sequence for leads that go quiet.
Why it matters: Moving leads lose value by the hour. Instant acknowledgment plus fast human follow-up is the single biggest conversion lever on the site.
Analytics, Heatmaps & Spam Protection
RequiredD03Google Analytics, session heatmaps, and form spam protection, the instruments that show where every lead came from and what visitors actually do on the site.
Why it matters: "Every lead tracked to source" is a core D03 promise. These are the industry-standard tools and they cost nothing.
AI Chat & Voice Assistant on the Website ("Lisa")
RequiredD03One AI assistant on the website that visitors can either type to or talk to out loud, 24/7. She answers questions about services and areas, and captures the caller’s name, number, and move details straight into the lead tracker. Clearly labelled as an AI assistant, as Philippine data-privacy guidance requires.
Why it matters: Most website visitors won’t fill in a form at 10pm, but they will ask a question. Every conversation becomes a captured lead instead of a lost one. No Manila competitor offers this.
Messaging & Communication
WhatsApp Business Platform
OptionalD03The business version of WhatsApp that lets your website automatically follow up with leads, send booking confirmations, and answer common questions, even at midnight.
Why it matters: WhatsApp is how most Manila clients prefer to be contacted. The standard WhatsApp app can’t be automated; this is the version that can.
Viber Business Messaging
OptionalD03Same idea as WhatsApp, automated follow-ups, confirmations, and replies, but over Viber, which is actually more widely used in the Philippines than WhatsApp. Requires a verified business account through an accredited local provider.
Why it matters: A large portion of your corporate relocation clients (expats, HR managers) use Viber as their primary messaging app. Missing this channel means missing leads.
AI Voice Agent, Phone Line (After-Hours Call Answering)
OptionalD03Extends the same AI assistant to your actual phone line: when the team is unavailable, she answers, takes the caller’s details and moving requirements, and passes a summary to the team. A later phase, needs a dedicated number and call forwarding set up with IT.
Why it matters: Movers lose a significant number of jobs to competitors simply because the phone went unanswered after 6pm or on weekends.
Unified Inbox (WhatsApp + Viber + Web Chat)
OptionalD03A single screen where your team sees every message from every channel, WhatsApp, Viber, and the website chat, in one place. No switching between apps to find who said what.
Why it matters: Without this, leads fall through the cracks as messages pile up across different apps that different staff members check at different times.
CRM & Sales
CRM, Lead & Client Tracker
OptionalD03 · D06A digital filing system that stores every enquiry, quote, and client conversation in one place. Every lead that comes through the website, WhatsApp, or phone is logged automatically, nothing gets lost.
Why it matters: Right now leads live in individual staff phones and email inboxes. When someone leaves, that history leaves with them. A CRM fixes this permanently.
LinkedIn & Marketing
LinkedIn Content Scheduler
OptionalD05A tool that lets you write and schedule LinkedIn posts in advance, so content goes out consistently even when the team is on a job.
Why it matters: Posting manually every day is unrealistic for a hands-on operation. Scheduling a week’s worth of content in one sitting is how active company pages are actually maintained.
Design Tool (Canva Pro)
OptionalD05Creates professional graphics for LinkedIn posts, quote documents, and marketing materials, no designer required.
Why it matters: Visual posts on LinkedIn get significantly more engagement than text-only. Having a simple design tool means any staff member can produce professional-looking content.
Accounting
Accounting Platform (Juan Accounting)
RequiredD04Your new accounting system that replaces MYOB. Handles invoicing, expense tracking, payroll, and BIR tax filings, and generates the government forms automatically.
Why it matters: MYOB cannot produce BIR-compliant filings natively. Juan Accounting was built specifically for Philippine businesses and handles BIR requirements out of the box.
LMS Intelligence
Database & Backend (Supabase)
RequiredD06The secure database that stores all the data behind your LMS Intelligence dashboards, jobs in progress, quotes outstanding, revenue figures. Think of it as the vault that everything is pulled from.
Why it matters: The intelligence dashboards need somewhere to store and retrieve your live business data. Supabase is the platform selected for this.
Dashboard & Reporting Tool
RequiredD06The screen your management team uses to see jobs, revenue, and outstanding quotes at a glance, updated live. Can be built on free tools (Google Looker Studio) or a premium platform for more polish.
Why it matters: The intelligence system needs a front-end for the data to be useful day-to-day.
These are all the tools that could power your new systems, presented so there are no surprises. You do not need all of them. Items marked Required are needed to deliver what’s in the scope. Items marked Optional are upgrades worth considering, we’ll recommend which ones make sense for LMS before anything is purchased. Nothing is bought until you approve it. All billed at cost, no markups.