Your Brand. Our Business.

Prepared For Rasheeda S. Williams / Cima Tax Pro, LLC.

Your Expertise.
A Platform To Carry It.

Cima Launch Package · $1,000 Total Project Fee

Proposal TBP-CIMA-2026-01 · September 26, 2026 · Prepared By Al Alexander

Download The Complete Proposal ↓

01 / A LETTER FROM THE FOUNDER

Built Around Your Purpose.

Dear Rasheeda,

Your expertise deserves a digital experience that carries the same care you bring to your clients. Cima is now taking shape as a connected brand family: Cima Tax Solutions for tax clients, Cima Tax Pro for professional opportunities, and Cima Tax Academy for learning.

We have built more than a collection of pages. The work connects your founder story, audience-specific landing pages, software offers, enrollment demonstration, customer desk, original learning content and branded communication templates. The purpose is to help someone understand where they belong and what to do next.

This proposal brings that work together in a $1,000 Cima Launch Package, including a guided platform onboarding and a project management plan for the decisions and activations still ahead. The plan deliberately separates a feature that has been built from a service that has been verified for live operation.

You will not be handed a login and left to interpret the platform alone. We will walk through the customer journey and your daily administrative tasks, identify the steps that require your judgment, and leave you with a clear checklist for operating the experience.

Thank you for trusting me with the presentation of your business. Our next step is to review the scope together, resolve the open decisions and bring Cima into its next chapter with clarity and confidence.

With Appreciation,

Al AlexanderFounder & Creative Director

Tax Branding Pro

396 West Greens Road · Houston, Texas 77060
[email protected] · TaxBrandingPro.com

02 / YOUR LAUNCH PACKAGE

Three Divisions.
One Considered Experience.

Brand & Public Experience

Division logos; founder presentation; homepage and professional landing pages; software product covers; primary social-share artwork; mobile navigation and clearer calls to action.

Commerce & Learning

Four-tier WooCommerce demonstration; enrollment and account routes; original introductory lessons; Academy connections; private orientation and next-step design.

Operations & Handoff

Administrator views; inquiry records; agreement review drafts; branded email templates; guided owner onboarding and a prioritized activation plan.

The package covers the Cima build described here and its guided handoff. Third-party software, payment fees, production e-signature subscriptions, hosting/domain renewals, legal review and continuing management are separate unless agreed in writing. No recurring Tax Branding Pro subscription is activated by this proposal.

03 / PROJECT MANAGEMENT & LAUNCH PLAN

What Is Built.
What Happens Next.

Baseline: Cima Editorial 3.20.2 and Enrollment 1.9.1 handoff record, September 26, 2026. “Built” does not mean every external service is activated. This is the review baseline; readiness must be reconfirmed at release.

Workstream / Status	Work In Place	Owner / Completion Check
Brand Family & Founder PresentationBuilt For Review	Tax Pro, Tax Solutions and Tax Academy logos; founder portraits, page identity and community story.	Rasheeda + TBPApprove final names, imagery and public wording.
Website & Audience JourneysBuilt / Links Checked	Home, filing, packages, Academy, founder, answers, preparer, ERO, office and bureau pages.	TBP + RasheedaReview each audience journey on phone and desktop.
Four-Tier Software StoreDemo Configured	Four product covers, audience descriptions and Start Now links to WooCommerce enrollment.	Rasheeda + UpstreamConfirm final scope, retail prices, recurring fees, provider costs and tier permissions in writing.
Payments & Refund WorkflowActivation Required	No-charge demonstration checkout; receiving destinations were placeholders.	RasheedaVerify actual business Cash App/Zelle/Apple Cash accounts and authorize a supervised live test. Keep collection closed until verified.
Agreements & E-SignaturesReview Drafts / Demo Only	Eight downloadable draft PDFs and demo acknowledgment records.	Rasheeda + Counsel + TBPSupply notice address; review schedules and agreement terms; obtain a production signing license and test audit/download access.
Academy & OrientationBuilt / Training Required	Original introductory lessons, examples, checks, private orientation and student-management connections.	Rasheeda + TBPReview syllabus and run a new-student test. Approved upstream training stays on its authorized platform.
My Cima Desk & AccountsDemo Available	Customer sign-in/registration, enrollment status, documents and next-step links.	TBP + RasheedaTest a new customer account, access boundaries and a full order-to-orientation journey.
Branded EmailsTemplates Built / Delivery Pending	Lifecycle and Academy enrollment designs with Rasheeda sender identity.	TBP + RasheedaVerify mailbox, authentication, replies and inbox delivery; test each trigger before opening the live sender gate.
Software ProvisioningManual Upstream Milestone	Provider support destinations and a recorded setup step; no provisioning API connected.	Rasheeda + ProviderConfirm the actual edition and credentials workflow, provision approved users and record completion.
Administration & Lead RecordsBuilt / Owner Training Required	Brand overview, WooCommerce orders, leads, Academy students and enrollment controls.	TBPTrain Rasheeda to review requests, approve milestones and manage order status safely.
SEO & SharingConfigured / Device Check Pending	Page copy and primary division sharing images; product covers assigned.	TBP + RasheedaCheck fresh iMessage/social previews and remaining mobile flows. Previously shared links may retain cached previews.
Tax Branding Pro Referral RouteComing-Soon Route Built	Specialist marketing, branding, websites and systems kept separate from Cima services.	TBP + RasheedaReplace the coming-soon route with the approved live Tax Branding Pro destination.
Production ReadinessAcceptance Pending	Demo order #153 and prior test evidence retained.	Rasheeda + TBPRun the launch checklist after all dependencies are resolved; approve the release and receive the handoff.

04 / YOUR OWNER ONBOARDING

You Should Know
How Your Platform Works.

Session 1 / The Customer Journey

Walk through each division, a package selection, demonstration checkout, account entry, documents and first lesson. Identify which customer questions belong with Cima or the provider.

Session 2 / Your Daily Desk

Review inquiries, orders and enrollment status. Practice payment verification, approvals, student access, email previews and the manual software setup milestone.

Session 3 / Launch & Ownership

Review the account inventory, backup and update responsibilities, content changes, support escalation and final acceptance checklist. Receive a written operating guide and walkthrough recording with your consent.

Sessions are scheduled together after scope acceptance. Provider-specific software training and legal advice remain with their qualified providers.

05 / THE RELEASE SEQUENCE

A Practical Path To Readiness.

1. Confirm

Approve scope, price, final tier details and business information. Record each unresolved decision.

2. Activate

Verify payment accounts, mail delivery and production signing. Confirm the upstream provisioning process.

3. Rehearse

Run a supervised new-customer journey and owner training. Check documents, emails, permissions and mobile use.

4. Release

Resolve defects, obtain written acceptance and document the ongoing support arrangement.

Calendar dates follow the dependency review. We will agree target dates once required accounts, approvals and licenses are available; no provider activation date is promised here.

06 / PROPOSED INVESTMENT

Cima Launch Package

$1,000.00

Total Project Fee for the described build, refinement and guided owner onboarding. This is a proposal, not a receipt or a statement that payment has been made. Any legally applicable tax will be identified before an invoice is issued.

Before payment, confirm the written scope, service terms, acceptance checks and any separate third-party costs. The standard final-sale policy is available for review; this proposal itself does not create a paid order or accept an agreement on Rasheeda’s behalf.

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Your Expertise.A Platform To Carry It.