Scope of Work
3-Month AI Operating System Engagement, signed May 7, 2026, closing August 4, 2026.
The 7 Deliverables
Discovery
Month 1Kickoff session + 30-60 min interviews with 5-7 staff. Workflow mapping across all departments. Output: AI Opportunity Scorecard with prioritised recommendations.
Competitive Analysis
Month 1Full Manila moving-market sweep: pricing gaps, response-time benchmarks, service positioning, competitor weaknesses. Output: a clear picture of the lane LMS can own.
Lead Gen AI Website
Months 2-3Conversion-optimised website with AI chatbot, WhatsApp follow-up sequences, Google Business Profile optimisation, and a live analytics dashboard. Enquiries handled 24/7, every lead tracked to source.
Accounting Upgrade + Automation
Months 1-3Current process audit, tool recommendation, setup, and staff SOPs. Invoice automation, expense tracking, BIR alignment. 30-day health check in Month 3.
ATG Compliance Bridge
Month 3Build an automation bridge between LMS’s current operating system and the Asian Tigers Group central platform API. LMS is currently out of compliance with ATG’s network requirement. Target: live compliance within one week of receiving the API specification from ATG HQ. Gated on that specification.
Quote Machine & Survey Tool
Month 3Quote Machine: encode LMS’s standard rate logic into an automated layer so any team member can produce a draft quote in under 2 hours, down from the current 48-hour cycle. Survey Tool: clients photograph their rooms on any smartphone to estimate move volume without a physical visit or video call. Pay-per-use at $20 per completed survey, no monthly subscription.
Engagement Review & Roadmap
Month 3Formal end-of-engagement session. Every KPI measured against goals set at signing. Full impact report across all seven deliverables. Forward roadmap for the next 90 days.
Month-by-Month
Month 1, Intelligence + Foundation
- Discovery: kickoff · staff interviews · workflow mapping · AI Opportunity Scorecard
- Competitive Analysis: Manila moving market · pricing gaps · competitor benchmarking
- Accounting kickoff: current-process audit · tool recommendation · setup begins
- LinkedIn plan: page audit · brand voice · content strategy
Month 2, Build + Kick-Off
- Accounting: invoice automation · expense tracking · BIR alignment · staff SOP
- Lead-gen website build: AI chatbot · WhatsApp sequences · GBP optimisation
- LinkedIn: first content calendar live · outreach setup
- LMS Intelligence: architecture · data mapping · dashboard framework
Month 3, Launch + Optimise
- Website: QA · launch · analytics dashboard · staff handover
- Accounting: 30-day health check · gap analysis · final report
- LMS Intelligence: custom AI + dashboards · training · full handover
- Engagement Review: KPI measurement · impact report · forward roadmap
Investment
| Payment | Trigger | Amount |
|---|---|---|
| Month 1 | On signing, triggers start | ₱167,000 |
| Month 2 | Day 30 | ₱167,000 |
| Month 3 | Day 60 | ₱166,000 |
| Performance Bonus | Day 90 · KPI-gated | ₱200,000 |
| Total Potential | ₱700,000 | |
Bank details provided separately. Pass-through software costs billed at cost with prior notice.
Performance Bonus, KPI Framework
Pending GML / VGL sign-off, updated weights per Change Order 001| KPI | Weight | Base | Stretch |
|---|---|---|---|
| D01 Discovery Audit Quality | 10% | ₱10,000 | ₱20,000 |
| D02 Competitive Analysis | 5% | ₱5,000 | ₱10,000 |
| D03 ATG API Compliance | 15% | ₱15,000 | ₱30,000 |
| D04 Accounting + CFO Knowledge Transfer | 20% | ₱20,000 | ₱40,000 |
| D05 TMS Selection + Migration Roadmap | 15% | ₱15,000 | ₱30,000 |
| D06 Quote Machine MVP + LMS Intelligence | 25% | ₱25,000 | ₱50,000 |
| D07 Engagement Review & Roadmap | 10% | ₱10,000 | ₱20,000 |
| Total | 100% | ₱100,000 | ₱200,000 |
KPIs are not all-or-nothing. A 40% weighted hit is the floor for any bonus.
Delivery Model
Included / Not Included
- ✓All consulting, design, build, training, and reporting per phase
- ✓Async portal access throughout the engagement
- ✓Portal questions answered within SLA
- ✓Tool setup using existing stack + minor free/freemium additions
- ✕Software licensing (Claude, Juan Accounting, etc.), billed as pass-through at cost
- ✕Custom software development outside no-code AI scope
- ✕Hardware, travel, or in-person sessions (fully remote/async)
- ✕Scope additions outside the deliverables, quoted separately
Commercial Terms
Engagement starts immediately on signing; Month 1 payment triggers kickoff.
Months 2 & 3 billed in advance on Day 30 and Day 60.
Pass-through costs billed at cost, with prior notice, no markups.
Early termination: 30 days’ notice by either party.
Deliverables belong to LMS; underlying methodology remains fCAIO IP.
AI outputs are advisory and require human review before material decisions.