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Prepared for Khalida · Wellness MakeoverOct 6, 2026@Marlené

Wellness Makeover × Jam: two weeks to live.

Khalida, this is what we will set up for Wellness Makeover in Jam, how we will do it, and the two-week plan that gets you live.

Replaces Zoho CRMDocuSignSquarespaceNotionZoho Books + Stripe stay
01 · What you asked for

Eight things, all about your system.

Eight things from our call are covered in this plan, all focused on your system and your processes. Social media and Google Ads are set aside for a separate, more in-depth call.

1
One system.
Fewer tools, with everything joined up.
2
Enquiries captured for you.
No more typing WhatsApp and booking leads into a CRM by hand.
3
Bookings and team scheduling off your plate.
Discovery calls and client sessions booked without you in the middle.
4
Agreements and payments in one flow.
Sent, signed and paid from the same place.
5
A simpler way to brief and track your team.
No more retyping client details from one tool into another.
6
Basic AI help.
Replies in your voice and a ready-made discovery call recap.
7
A website that drives bookings.
With a lead magnet and an email sign-up.
8
Email marketing ready to start.
A sign-up form, a welcome email and a newsletter template in place, so you can start sending.
02 · The two weeks overview

Four phases, ten working days.

Ending with you and your organisers live in Jam.

1Days 1 to 2
Move in

Your Jam account, your contacts and all your messages in one place

2Days 3 to 5
Client journey

Enquiry to booked project running on its own: capture, booking, agreement, payment

3Days 6 to 8
Team and projects

A project board for your organisers, automatic team briefs and your AI templates

4Days 9 to 10
Website, email and go-live

Your new website linked to Jam, your email sign-up live, everything tested, your team trained

03 · Phase by phase

How we build it.

Week 1 · Days 1 to 2

Phase 1: Move in

Everything you already have, moved across and connected.

Set up your Jam account
We create it with your logo, colors and domain, and connect your calendar
Bring your messages together
We connect WhatsApp, Instagram and email, so every conversation lands in one inbox
Move your contacts
We export them from Zoho CRM, tidy them and import them into Jam, tagged by client stage
Move your documents
We rebuild your service agreement, completion form and feedback form inside Jam
Set up your team's access
Each organiser gets their own Jam login, with a view kept to their projects and calendar
Week 1 · Days 3 to 5

Phase 2: Client journey

The path from first enquiry to booked project, running without you typing anything in.

Map your client journey
We build a pipeline with one stage for each step, from new enquiry to booked project
Capture every enquiry
Website forms, WhatsApp messages and direct bookings each create a contact and a card, tagged by where they came from
Book discovery calls
We set up a booking page on your calendar, with confirmations and reminders sent for you
Schedule your team
Each organiser gets a calendar, so client sessions are booked against real availability
Send agreements and take payment
Moving a card sends the agreement for e-signature, then the payment link once it is signed
Chase what is outstanding
Automatic reminders go out for unsigned agreements and unpaid links
Week 2 · Days 6 to 8

Phase 3: Team and projects

Your team briefed and tracked in one place, with your AI help set up.

Replace your Notion board
We build a Projects board in Jam with your same columns, where each client project is a card you drag from stage to stage
Move your live projects
We copy your open projects from Notion onto the new board
Automate the team brief
A client intake form fills the project card and sends the brief to the organisers assigned
Automate status updates
Moving a card triggers the next step: a client update, a team notification, or the feedback and review request at completion
Let your organisers update from site
Each organiser logs in to Jam and moves the card as the work progresses, from a laptop or a phone
Set up your AI templates
A reply library in your voice with an AI prompt kit, plus a discovery call recap template that turns a transcript into a branded recap
Week 2 · Days 9 to 10

Phase 4: Website, email and go-live

Your new website and email sign-up live, everything tested and your team trained.

Rebuild your website
We rebuild your pages from your existing Squarespace content, shaped around booking a discovery call, and link the site to Jam so every form and booking feeds your system. This work starts in the background on day 3
Set up SEO, GEO and analytics
We set your pages up to be found on Google and in AI search tools, and link your analytics to Jam, so you can see where your visitors and bookings come from
Add a lead magnet and email sign-up
An opt-in page and form add subscribers to your list and send them a welcome email
Prepare your email marketing
We build a newsletter template in your branding, ready for your first send
Track your Google Ads bookings
We add conversion tracking, so each booked call shows which ad it came from. Managing the ads themselves is for our separate call
Test everything
We run a test client through the whole journey, from enquiry to completed project
Train you and your team
One 60-minute session, plus recorded walkthroughs to keep
Go live
We point your domain to the new site and give you the list of subscriptions to cancel
04 · Your investment

Jam Grow, managed by Marmalade.

Your plan is Jam Grow, managed by Marmalade, for 12 months, plus a one-off set-up. All prices are in USD.

Your Jam plan
Jam Grow, managed
$446 / month · 12 months

The full Jam system, with unlimited contacts and calendars, invoices and reviews, email campaigns, proposals and contracts, payment links and surveys. Your Jam build and team training are included, as set out in this plan, along with ongoing monthly management and updates: we handle your changes and automations, a monthly review and priority support.

Grow is the plan this build needs, because your agreements, payment links and email newsletter all run on it.

UsageAt cost

Email, SMS, calls and AI, billed at cost plus a small margin and shown on your invoice. Most founders spend under $10 a month.

One-off set-up
Migration and set-up$500

Your Jam account set up, and your contacts, documents and live projects moved across from Zoho CRM, DocuSign and Notion

Website, SEO, GEO and analytics$1,000

Your new website, set up to be found on Google and in AI search, with analytics linked to Jam

Two ways to pay

Pay your migration and set-up at the start, or have it included in your 12-month plan.

Option 1
Set-up paid at the start
Each month, 12 months
$446
Once, at the start
$1,500
Migration and set-up $500, website $1,000
Option 2
Set-up included in your plan
Each month, 12 months
$500
Once, at the start
$1,000
Website
05 · Your plan terms

The fine print, plainly.

Your term
Your plan runs for 12 months from your start date, billed monthly. We can start as soon as Monday 12th October 2026.
Before we start
Your one-off costs and your first month are paid before the two weeks begin.
If you end early
Your Jam build and training are included in your 12-month plan, so if you end before month 12, the remaining months are due: $446 a month on option 1, or $500 a month on option 2.
Extra work
This plan covers the work set out in this document. Anything beyond it is quoted and agreed before we start it.
Your data
Your data is always yours. If you ever leave, it is exported and handed over.
Our agreement
Our Marmalade Client Agreement sets out the full terms, and we will send it for signature before we start.
06 · What we need from you

The two weeks start the day we have these.

After the two weeks

This plan covers your system and your processes. Social media and Google Ads deserve their own, more in-depth call, which we will set up separately.

Looking forward to building this with you.

Marms

Book a call with Marms →
Jam by Marmalade · built in Dubai