Auryon: Strategic CRM Platform Proposal

Prepared for Shericka Steele by Sean Williams

April 15, 2025

Executive Summary

Auryon is an intelligent CRM system designed specifically for high-ticket closers and sales-driven teams. It addresses the chaos and inefficiencies of traditional sales processes by integrating funnel routing, team communication, automation, and lead management into one modern dashboard.

Built for teams like yours — sales organizations that need structure, clarity, and scalable performance without unnecessary complexity. Auryon eliminates the bloat found in legacy CRM systems.

The time is now to transform how your 40-50 reps operate, bringing organization and intelligence to your shelf corporation funding sales process. As a Founding Partner, you'll help shape Auryon's final development while securing early market advantage.

Current Beta Status

Auryon is already operational in beta, actively used by Sean Williams and his team. Here's what's currently built and functioning:

  • Core dashboard interface
  • Basic lead management system
  • Slack integration framework
  • User authentication system
  • Initial funnel routing logic
  • Basic reporting capabilities
  • Task management foundation
  • Mobile-responsive design

Development Roadmap

Phase 1

Weeks 1-2

Core Backend + Slack + Funnels

  • Finalize core backend infrastructure for your team size
  • Complete Slack integration for team communication
  • Implement custom funnel routing for shelf corporation sales
  • Set up admin dashboard for management oversight

Phase 2

Week 3

Top 10 Rep Onboarding + Walkthrough

  • Select and onboard your top 10 performing sales reps
  • Conduct personalized training sessions
  • Gather initial feedback and make rapid adjustments
  • Prepare training materials for full team rollout

Phase 3

Weeks 4-6

Full Rollout + Automation Support

  • Complete onboarding team into CRM. Tiers based on expertise.
  • Implement email and SMS automation sequences
  • Finalize reporting dashboards and KPI tracking
  • Launch AI-powered lead scoring and segmentation

Key Features

AI-Powered Funnel Routing

Intelligently routes leads to the right reps based on expertise, capacity, and past performance.

Lead Scoring + Segmentation

Automatically prioritize leads based on behavior, engagement, and likelihood to convert.

Slack-Integrated Team Training

Seamlessly connect your Slack workspace for real-time communication and training. Includes weekly Zoom coaching calls to answer questions and provide insights.

Email/SMS Automation

Create and deploy targeted communication sequences to nurture leads through your sales pipeline.

Task Management and Alerts

Never miss a follow-up with intelligent task scheduling and timely notifications.

Expandable AI Chatbot

Future-ready AI assistant capabilities to help reps with common questions and lead qualification.

Investment

Project Development

$15,000Total Project Cost
Initial Payment$7,500
Week 3 Milestone$3,750
Final Delivery$3,750

Monthly Licensing

$997Base Monthly FeeIncludes 10 Users
Additional Users$97/month each
Your Team (est. 40-50 users)$3,877-4,847/month
Founding Partner Discount Available

Founding Partner Benefits

Exclusive to Shericka Steele

As a Founding Partner, you'll receive benefits unavailable to future clients

Lifetime Access

Lock in your pricing and access for the lifetime of your business

Feature Input

Direct influence on future feature development and platform roadmap

Market Advantage

Gain competitive edge with early access to cutting-edge sales technology

Let's Build This Together

"If you're in, I'm all in."

This partnership is about more than just software—it's about trust, mutual growth, and a shared mission to serve teams everywhere. As a fellow entrepreneur who values faith-based integrity and professional excellence, I'm committed to delivering a solution that transforms how your team operates.

Let's Build This