Pricing Proposal

# Proposal for Ridgeline Partners
## Website Redesign & Digital Strategy
**Prepared by Mosaic Digital | January 2025**

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# Understanding Your Needs

Based on our discovery call on January 15, we understand that Ridgeline Partners needs:

- **A modern website** that reflects your firm's premium positioning and $2B+ AUM
- **Improved lead generation** - Current site generates 3 qualified leads/month, target is 15+
- **Regulatory compliance** - All content must meet SEC marketing rule requirements
- **Mobile-first experience** - 68% of your prospects first visit from mobile devices
- **CRM integration** - Seamless connection with your existing Salesforce instance

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# Our Recommended Solution

We propose a **full website redesign** with integrated lead generation, compliance workflow, and analytics.

- **Custom design** - Premium visual identity matching your brand standards
- **Compliance-ready CMS** - Built-in approval workflows for all published content
- **Lead capture system** - Gated content, meeting scheduler, and progressive profiling
- **Performance optimization** - Target sub-2-second load time on mobile
- **Analytics dashboard** - Track visitor behavior, lead sources, and content engagement

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# Package Options

**Essential** - $45,000
- Custom design (up to 12 pages)
- Mobile-responsive build
- Basic SEO optimization
- Salesforce integration
- 3 months of post-launch support

**Professional** - $72,000 *(recommended)*
- Everything in Essential, plus:
- Up to 25 pages with compliance workflow
- Lead capture and nurture sequences
- Content strategy and 6 initial blog posts
- Analytics dashboard with monthly reporting
- 6 months of post-launch support

**Enterprise** - $110,000
- Everything in Professional, plus:
- Unlimited pages
- Custom client portal with document sharing
- A/B testing infrastructure
- Quarterly strategy reviews for 12 months
- Priority support with 4-hour response SLA

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# What's Included

**Every package includes:**

- Discovery workshop (half-day, on-site or virtual)
- Competitive analysis of 5 peer firms
- Wireframes and interactive prototype for review
- Two rounds of design revisions
- Full responsive development and QA testing
- Content migration from your existing site
- SSL certificate and security hardening
- Training session for your team (2 hours)
- 30 days of bug fixes after launch

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# Project Timeline

**Professional package timeline: 10 weeks**

- **Weeks 1-2:** Discovery, research, and content strategy
- **Week 3:** Wireframes and information architecture
- **Weeks 4-5:** Visual design and prototype review
- **Weeks 6-8:** Development, CMS setup, and integrations
- **Week 9:** Content migration, QA testing, and compliance review
- **Week 10:** Launch, training, and handoff

Preferred start date: **February 10, 2025**
Estimated launch: **April 21, 2025**

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# Investment Summary

**Professional Package: $72,000**

Payment schedule:
- **30%** ($21,600) upon contract signing
- **40%** ($28,800) at design approval milestone
- **30%** ($21,600) upon launch

**Optional add-ons:**
- Ongoing content creation: $3,500/month (4 articles + 2 social posts per week)
- Managed hosting and security: $500/month
- Quarterly performance optimization: $2,800/quarter

This proposal is valid for 30 days from the date above.

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# Next Steps

- **Review this proposal** and share with your team
- **Schedule a follow-up call** to discuss questions (calendly.com/mosaic/ridgeline)
- **Select your package** and we will prepare the statement of work
- **Sign and kick off** - Discovery workshop within 5 business days of signing

**Your contact:**
Jordan Blake, Account Director
jordan@mosaicdigital.com | (617) 555-0142

We are excited about the opportunity to partner with Ridgeline.