# Client Rollout, POC Offer & Pricing

## Purpose
This document is a short rollout and sales plan to re-engage the client, prove the concept (payments + reporting), and secure payment and a path to full delivery.

## Problem to address
Previous engagement stalled because the client could not implement user payments and reporting, which made them skeptical. We will deliver a focused Proof-of-Concept (POC) that demonstrates working payments and reconciled reports before discussing full payment or scaling.

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## POC offer (core objective)
Deliver a working, deployable POC that proves:
- MPESA payment flow works end-to-end (collection or confirmation). Demonstrate at least one successful customer payment and recorded transaction in the system.
- Basic reconciliation/reporting: admin view listing transactions, reconciled/unreconciled status, and a downloadable CSV report for a chosen date range.
- Hosted on the agreed cPanel environment with a demo/staging link.

POC success criteria (must be signed off by client):
- Successful STK/Paybill transaction test recorded in the app and visible on admin dashboard.
- Reconciliation report matches the payment provider's transaction data for test period.
- Demo session completed and client signs POC acceptance note.

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## POC scope & deliverables (suggested)
- MPESA integration: STK Push or Paybill callback handling and transaction storage.
- Admin reporting page with filter by date/status and CSV export.
- Staging deployment on cPanel + instructions in `HOSTING_CPANEL.md`.
- Short demo (30–45 minutes) and 1 revision after feedback.
- Delivery: staging URL, test account credentials, acceptance checklist.

Estimated POC timeline: 1–2 weeks (dependent on MPESA sandbox/credentials availability).

Estimated cost for POC (Kenyan market, SME-focused):
- Fixed POC price: KES 100,000 (compact) — or KES 150,000 (with extended testing, two revisions).
- Payment terms for POC: 50% upfront, 50% on acceptance.

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## Suggested full-product sale prices (after POC)
Present three packaged price points (fixed-price, deliverables listed):
- Basic Package: KES 700,000 — Core lending flows, admin UI, MPESA integration, basic reports, staging + production deploy, 2 weeks QA.
- Standard Package: KES 1,250,000 — All Basic plus enhanced reporting, CSV/XLS exports, automated reconciliations, scheduled reports, user roles, testing.
- Premium Package: KES 2,500,000 — Standard plus mobile API, analytics dashboards, performance optimization, higher SLA, custom reports.

Suggested hosting + SLA (monthly): KES 8,000/month (cPanel hosting + basic monitoring + monthly patching). Higher SLA options available.

Recommended payment terms for full product: 30% deposit, 40% on staging/acceptance, 30% on final delivery. Include a 10% contingency clause for scope changes.

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## How to get money from the client (practical steps)
1. Signed SOW (short, single page) that defines POC scope, acceptance criteria, timeline, and payment terms. No ambiguous language.
2. Invoice for deposit (50% POC) with due date (e.g., 3–7 days). Provide payment options:
   - Bank transfer (include bank details) — common and reliable.
   - MPESA Paybill/Till — allow client to pay quickly (provide till or paybill details and instructions).
   - Mobile money + email confirmation of payment (request transaction ID).
3. Require deposit payment before starting work. Start a short kickoff meeting after payment confirmation.
4. Use milestone invoices for the remaining amounts; attach demo evidence/screenshots and acceptance checklist to justify the milestone invoice.
5. Optional: use escrow (Freelancer or local escrow service) if client insists on neutral third party.

Payment collection best-practices:
- Issue a PDF invoice with line items and VAT if applicable.
- Number the invoice and include payment due date and late-payment terms (e.g., 2% per month after 14 days).
- Send payment reminders 3 days before the due date and follow up upon non-payment.

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## Keep the client engaged and confident (sales tactics & onboarding)
- Start small: offer the focused POC that addresses their primary pain (payments + reporting).
- Fixed-scope, fast delivery: promise a 1–2 week POC with clear acceptance criteria.
- Demo early and often: perform an initial internal demo (alpha) for internal stakeholders, then a staged demo for decision-makers.
- Provide tangible artifacts: staging link, screenshots, CSV export, and a short video walkthrough.
- Use real data where possible: run test payments that mimic real flows so they can see production-like behavior.
- Transparency: publish a short weekly status update during POC (2–3 bullets) and invite feedback.
- Risk-sharing offer: small discount or extended support if they commit to the full project within X days after POC.
- Success metric: define 1 or 2 business metrics (e.g., successful reconciliation rate) and report them at demo.

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## Handling skepticism & objections
- Objection: "Payments failed before" — Response: show a live test, provide logs and MPESA receipts, and explain the reconciliation steps.
- Objection: "We can't pay upfront" — Response: offer split payment or smaller deposit + escrow option; keep scope limited until funds are proven.
- Objection: "We need guaranteed uptime" — Response: discuss SLA options and higher-tier hosting plans.

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## Sample short email to re-engage the client
Subject: Proof-of-Concept to demonstrate payments + reporting for LendCore

Hi [Client Name],

From our previous work I understand payments and reporting were the blockers. I propose a focused 1–2 week POC to demonstrate a working payment flow and reconciled reporting. Fixed price KES 100,000 (50% deposit, 50% on acceptance). Deliverables: working staging link, admin report export, and a 30–45m demo.

If this sounds good I can send the one-page SOW and invoice to get started.

Best,
[Your Name]

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## Next steps (recommended)
1. Agree POC price and payment terms with client.
2. Send one-page SOW and invoice for 50% deposit.
3. After deposit, implement POC, run tests and demo.
4. Collect acceptance and remaining POC payment.
5. Present full product options and close sale.


If you want, I can now:
- Draft the one-page SOW PDF for the POC, or
- Generate the invoice template (PDF/HTML) and sample email with placeholders to send to the client.
