CraveClean
Data Infrastructure & Automation Proposal
The problem
CraveClean has the product, the following, and the momentum to take Crave Pops nationwide. What's missing is the infrastructure underneath it.
Five platforms (QuickBooks, Square, Pipedrive, Shopify, and your email/SMS tool) each hold useful data, but none of them talk to each other. For a team that already knows how to sell and operate, that creates friction where there should be flow. Sales can't see a lead's full purchase history without jumping between Pipedrive, Shopify, and Square. Marketing has no unified customer data to segment or automate against. Financial and sales data live in separate systems, so reporting is a manual lift every time. B2B and B2C run on different platforms with no shared view of how the two channels interact.
The team doesn't need more tools. They need the ones they have to work together.
The opportunity
Connect all five platforms into one data layer and CraveClean goes from "data in five places" to one source of truth.
What that actually looks like:
- Every Pipedrive lead comes enriched with purchase history, order frequency, and lifetime value from Shopify and Square. The sales team stops guessing.
- Marketing segments on real behavior instead of static lists. Lapsed buyers, high-LTV accounts, first-time purchasers by region.
- Lead scoring, reorder reminders, win-back triggers, anomaly alerts run automatically. The team focuses on decisions instead of data entry.
- One dashboard shows revenue, pipeline, and marketing performance across both B2B and B2C. Updated live.
- New channels, retailers, or tools plug into the same system instead of creating another silo.
The roadmap
Ramp-up
Before building anything, I need to understand how the business actually runs. Not how the tools say it runs.
The first thing I set up is a dedicated machine inside CraveClean that serves as the AI agent workstation. All pipelines, automations, and file infrastructure live on this computer. It stays with the company — it's yours, not mine. Everything I build runs from it.
The rest of the ramp-up:
- Platform access and credential setup across all 5 systems
- Audit of current data state: what's clean, what's messy, what's missing
- Mapping the actual workflows your B2B and B2C teams use
- Identifying quick wins that can show value in the first 30 days
- Aligning on priorities so the build order reflects what matters most right now
Skipping this part is how projects end up solving the wrong problem first.
Phase 1: Data unification
- Stand up a central database as CraveClean's single source of truth
- Build data pipelines connecting all 5 platforms:
| Platform | What flows in |
|---|---|
| Shopify | B2C orders, customers, products, inventory |
| Square | Payments, transactions across both channels |
| Pipedrive | B2B deals, wholesale leads, contacts, pipeline stages |
| QuickBooks | Invoices, expenses, revenue, tagged by B2B vs B2C |
| Email/SMS platform | Profiles, lists, consent status, event logs |
- Build a unified customer identity model with B2B/B2C channel tagging. A wholesale account in Pipedrive and a DTC shopper on Shopify are different records with different lifecycle logic.
- Deploy live dashboards:
- B2B view: pipeline health, wholesale deal velocity, account reorder rates, revenue by account
- B2C view: DTC orders, customer acquisition cost, LTV, repeat purchase rate
- Combined view: total revenue, channel mix, growth trajectory
Phase 2: AI automations
B2B — sales team enablement
- Auto-enrich Pipedrive leads with order history from QuickBooks and Square
- Lead scoring based on account size, reorder frequency, deal velocity
- Alerts when a wholesale account hasn't reordered within their typical cycle
- Pipeline stage automations: auto-tasks, follow-up reminders based on deal age
B2C — DTC intelligence
- Automated customer segmentation (first-time, repeat, lapsed, VIP, regional cohorts)
- Reorder prediction based on actual purchase intervals per product
- Anomaly detection on DTC metrics when conversion drops or returns spike
Phase 3: Email and SMS flows
Two sides of the business, two separate flow architectures. Both built on behavioral data from Phases 1 and 2.
B2B flows (wholesale / accounts)
- New account onboarding series
- Reorder reminders based on account-specific purchase cycles
- New product and seasonal line announcements
- Account health check-ins when volume drops or reorders go missing
- Transactional: order confirmation, invoice follow-up, shipping updates
B2C flows (DTC / Shopify)
- Welcome series for new customers
- Post-purchase: cross-sell, review request, referral prompt
- Replenishment reminders based on individual purchase intervals
- Win-back for lapsed buyers
- VIP and loyalty triggers for high-LTV segments
- Transactional: order confirmation, shipping, delivery follow-up
Why not an agency
Agencies build systems that need their continued involvement. That's the business model, not a side effect.
As AI capabilities keep expanding, they'll keep scoping new projects to charge for what should be a routine update.
Why working with Ricardo makes more sense
You own everything. Every pipeline, dashboard, and automation lives in your systems, on your machine. Documented, portable, no proprietary layers. If we stop working together tomorrow, nothing breaks.
No games. One person, no account managers, no project coordinators, no departmental invoicing. I build what you need and stop. There's no incentive to pad scope or push add-ons that serve my revenue instead of yours. Every dollar you spend on AI token usage is a separate line item, billed at cost, tracked against what it produces.
Your team learns. I'm building CraveClean's capability, not a dependency on me. Your people should understand what's running and be able to evolve it without calling me first.
Investment
Monthly retainer. No annual contract. You can leave any time with 60 days notice.
| Monthly retainer | $____/mo |
| AI token usage | Separate line item, billed at cost, tracked against ROI |
| Commitment | None. 60-day notice to cancel. |
The roadmap above is the work plan for the first engagement period. The work then shifts to:
- Ongoing optimization and monitoring of all systems
- New automations and flows as the business evolves
- Dashboard updates as channels, products, and retailers expand
- Strategic advisory on data and marketing infrastructure
We do weekly check-ins to review progress, adjust priorities, and flag anything that needs a decision. Outside of that, I work independently against the roadmap — you get strategic execution without managing another employee.
No yearly lock-in. No exit fees. If the work isn't delivering value, you shouldn't be paying for it. The 60-day window is for a clean handoff, not to keep you around.
Next steps
- Call Ricardo to lock in a price
- Review this proposal and confirm scope alignment
- Sign retainer agreement
- Kick-off call to collect platform credentials and access
- Ramp-up begins