Engagement Proposal

Claims Follow-Ups Automated

An engagement built on the Map Sprint: your first automation live, your operation mapped and prioritized, and a documented system your team can maintain.

Prepared for
Jeff Diem
Prepared by
Matt Adams, MapMatix
Contact
matt@mapmatix.com
Date
July 8, 2026
Valid for
30 days from the date above
Confidential · Prepared exclusively for Jeff Diem HubSpot Solutions Partner · mapmatix.com
Engagement ProposalMapMatix
1

Overview

Following our conversation, this proposal sets out how we would automate your CCS claims-closure follow-ups first, so your team stops watching the inbox by hand, and map the rest of what you want to build from there.

You run Elkmont's Claims Closure Services team, which reviews and compares estimates and then follows up with insurance adjusters until a claim resolves. Today those follow-ups run out of one shared inbox that people watch all day, deciding which emails are real adjuster replies and which are just auto-responders, and sending each next follow-up by hand. You tried Fixer AI and Power Automate, and they got close but never reliably told the difference. The work lives in Monday.com, and your team coordinates in Microsoft Teams.

You want the follow-ups to run themselves on a steady cadence, the system to make the judgment call between a real response and an auto-reply, and your team pinged only when a claim actually needs a person, so those hours go back to work that matters.

2

What you want

Follow-ups that run themselves: once an invoice package is sent, the sequence waits five business days, sends, and continues on cadence until a real reply arrives.
The system knows a real carrier or adjuster response from an out-of-office, an auto-reply, or a note from the contractor or homeowner, so the sequence stops only for the email that matters.
Claims matched by their claim number even when carriers format it differently or it is lightly misspelled, with anything uncertain flagged for review.
Your CCS team notified, in your Teams channel and by email, only when a claim truly needs them, with a clear log of everything the automation did.
A simple way to pause and resume a claim's follow-ups as conversations start, stop, and start again.
A prioritized map of what comes next: PDF-to-Monday imports, the Monday-to-portal sync, and the LEVLR Rapid Review database.
Jeff Diem · Engagement ProposalPage 2 of 6
Engagement ProposalMapMatix
3

How we work

Our approach is deliberately straightforward. We map the situation, we build it, then we support you running it. We start small and modular on purpose: we pick one high-value piece, build it fast, prove it works, then move to the next. That keeps every step reliable and lets you see real value before committing to the big picture.

Map

We look at how your operation runs today, agree what to tackle first and where value lands fastest, and turn it into a prioritized build map.

Build

We make the changes on top of that map, one piece at a time, starting with the highest-value, lowest-risk win.

Run

We support you running it, with weekly or biweekly calls, every hour on a report, and the system documented and owned by you.

Who you work with. Matt and Luana lead the engagement and the calls, and do the work directly. Where a deeper custom build is needed, Flavio, our senior technical lead, joins as the architect. You work with the same small team throughout, not a chain of handoffs.

It is the same team behind 250+ delivered projects, 3,500+ automations, and a 5.0 rating from more than 120 clients. MapMatix is a HubSpot Solutions Partner.

Every engagement begins the same way, with a fixed starting point of about 15 business days that we call the Map Sprint. The next page shows exactly what that looks like, day by day.

Jeff Diem · Engagement ProposalPage 3 of 6
Engagement ProposalMapMatix
4

The Map Sprint

Every engagement begins with the Map Sprint, our fixed starting point of about 15 business days. The moment you get started, your portal is set up and we book your kickoff. From there, you always know exactly what happens next and when.

What we promise

Within about 15 business days of kickoff: your first automation live, your Map built and prioritized, and everything documented in your portal.

Day 1–2

Kickoff call

A 60-minute call with your key people. We set your goals, look at how work flows today, and choose your first win together.

Day 3

Your Map goes live

Within two days of kickoff, your goals and first win appear on your own Map in the portal. No “we’ll get back to you.”

By day 10

Your first win goes live

We build, verify, and ship your first win, then document it the same day. Your team feels it working, not just a plan on paper.

Day 13

Roadmap call

We walk your Map together and share what our review of your systems found. You prioritize what matters most: now, next, or later.

Day 15

Training and handover

We train your team on what is live, tour your portal, and hand over the documentation. Everything is yours to keep.

What you walk away with

At least one automation live and documented, your Map populated with prioritized opportunities and effort ranges, a library of SOPs and guides for everything shipped, and a clear, agreed next step. Yours to keep, whether we keep building together or your team takes it from here.

Jeff Diem · Engagement ProposalPage 4 of 6
Engagement ProposalMapMatix
5

What we'll need from you

Time with the right people for the kickoff and working calls.
Access to the tools we will connect, at the right permission level.
A look at representative examples of how you work today: key documents, and the workflows and reports you rely on.
A single point of contact on your side to coordinate access and answer questions.

Everything shared with us, including data, processes, and customer information, is treated as confidential.

6

Investment

We work on a retainer. You deposit a prepaid balance, we draw it down only as we work, and any unused balance is always yours, refunded or rolled forward, never lost. Every hour appears on a report in your client portal, and if the work is going to run long, you hear it first.

Recommended for you
$2,500
Initial retainer · your first step
$125 per hour, drawn down as we work
✓ Zero-risk: refunded in full if you are not satisfied in your first 10 hours

This is the recommended way to begin. The initial retainer starts our work together, focused on the Map Sprint, and draws down at $125 per hour. If the work needs more than it covers, you hear it first.

From there, most clients move onto a monthly retainer to keep building month over month at a lower locked rate. Any balance left in your initial retainer carries over, and your first month is billed in full.

Plan Hours Monthly · 3-mo min Annual · 12-mo Best value Best for
Project No lock-in From $5,000
$125/hr
Not applicable A defined build, no commitment
Starter 20 hrs/mo $2,300/mo
$115/hr
$2,000/mo
$100/hrSave $3,600/yr
A tidy, working system with steady hands on it
Growth
Most popular
40 hrs/mo $4,200/mo
$105/hr
$3,600/mo
$90/hrSave $7,200/yr
Active month-over-month progress on the full build
Scale 80 hrs/mo $7,600/mo
$95/hr
$6,400/mo
$80/hrSave $14,400/yr
An embedded team driving larger initiatives

Monthly plans run on a 3-month minimum, then month to month. Annual commits for 12 months, billed monthly at the locked lower rate. Unused hours roll over. This proposal is valid for 30 days from the date on the cover.

Jeff Diem · Engagement ProposalPage 5 of 6
Engagement ProposalMapMatix
7

Get started

There is no long form and nothing to chase down. When you are ready, getting started takes about five minutes, and here is exactly what happens.

1

Click to begin

Click the button below to open a short, guided setup in your browser. Nothing to print, scan, or email back and forth.

2

Choose and sign

Pick the plan you would like to start with, review and e‑sign the engagement agreement, then fund your initial retainer, all in one secure flow.

3

Kick off

We set up your private portal and book your kickoff call, and your Map Sprint begins.

Ready to begin?
Get started
Nothing is signed or charged until you have reviewed the full agreement.
Jeff Diem · Engagement ProposalPage 6 of 6
Preparing your intake form…
This takes a few seconds while we set things up. Please keep this window open.