One product. One partnership. Clear roles.
This memo captures the shape of our partnership around a single, focused product line: a Lead Generator app sold to trade businesses across multiple niches. Brian closes. Genesis builds and operates. Same product, repeatable from the first client to the hundredth.
What this document is. A working agreement to align on scope before either of us takes a single sales call. Read it once, mark what you'd change, and we adjust. The commission structure for the secondary AI automation stream stays open and will be negotiated together.
Three things we've settled.
One product, multiple niches.
The Lead Generator is the same underlying app, repackaged per trade. Real estate, roofing, cleaning, construction, HVAC, plumbing, landscaping, pest control. Same build pipeline, different content layer.
Brian closes, Genesis builds.
Brian owns the operator-facing sales conversations and brings the trade-business pipeline. Genesis owns every technical and operational deliverable, from the app itself to optional marketing services.
Two clean pricing tiers, set on paper.
Basic: $8,000 setup + $1,000/month. Full: $8,000 setup + $4,000/month (adds marketing). No hidden line items. No surprises for the operator.
Closer and operator. In one sentence.
Brian closes. Genesis builds and runs everything. That's the whole shape. Below is the breakdown of who carries what, day to day.
The closer.
- Owns all operator-facing sales conversations
- Brings trade-business contacts across the target niches
- Carries the lead-gen training playbook into each pitch
- Identifies which existing relationships open fastest
- Refers AI automation upsell opportunities to Genesis
The operator.
- Builds and ships the Lead Generator app for each client
- Runs ongoing infrastructure, monitoring, and updates
- Operates lead research, qualification, and enrichment pipeline
- Delivers optional marketing service (copy, paid traffic, content, SEO)
- Handles AI automation upsells when clients want agents in their business
How revenue flows. The setup fee and monthly fees go to Genesis directly under the standard contract. The commission Brian earns on each closed deal is captured in the contract terms. The secondary revenue stream — AI automation upsells — has its own commission structure, treated separately below.
Stream 2 · AI automation upsells
When a trade business that Brian closed for Lead Generator later asks for AI agents inside their own operation (sales AI, support AI, ops AI, etc.), Genesis provides that service. Because the relationship started with Brian, he earns a commission on that secondary stream.
Brian's commission on AI automation
Brian gets a recurring percentage on every AI automation deal sold into a Lead Generator client he originally closed. This applies to the initial setup and to any ongoing monthly retainer. The exact percentage is the one open item left in this document.
% TO BE NEGOTIATEDWhat we're actually selling.
A custom-deployed lead generation app for each trade business client. Visual, mobile-friendly, plugged into a real research and qualification pipeline behind the scenes. Operated end-to-end by Genesis so the client never touches the technical layer.
A working lead engine, not a software tool.
The trade business doesn't have to configure anything, learn anything, or manage anything. They open the app on their phone, see qualified leads, and act on them. The work of finding, scoring, and enriching those leads happens on our side.
One product, many deployments.
The underlying stack is the same across every client. The content layer, the niche-specific qualification rules, and the branding change. That's why the same $8K setup and $1K/month maintenance line can scale from one client to a hundred.
What Genesis delivers, technically
Mobile-friendly lead generation app
A custom-deployed app per client, branded to that operator, optimized for the phone-first reality of trade business owners. Clean visual layer, fast load, no friction.
Lead research via Google Maps Places API
Genesis runs a continuous research pipeline that surfaces potential customers in the operator's target geography. We use the Google Maps Places API as the primary source of business and homeowner-adjacent data, scoped to the operator's service area.
Contact enrichment via Hunter.io
Every raw lead gets enriched with verified email and contact data through Hunter.io. We pre-validate so the operator isn't bouncing on dead addresses or wasting cycles on cold dials that go nowhere.
AI qualification with Gemini and OpenAI
Each lead is scored by AI before it reaches the operator. We use Gemini and OpenAI models in tandem to assess intent, fit, and likelihood-to-close, so the operator only sees the leads worth a phone call.
Continuous app maintenance
The $1,000/month covers everything: uptime, monitoring, API quotas, model upgrades, security patches, qualification rule tuning, and small client-requested adjustments. The operator never has to think about it.
Optional full marketing service
For clients on the Full plan, Genesis layers paid ads, copy, content production, and SEO on top of the app. The lead engine plus inbound demand generation, end-to-end, for one monthly number.
What the client doesn't get. They don't get source code, they don't get database access, they don't get a license to a generic SaaS. They get a working lead engine, deployed and operated for their business, for as long as they pay the monthly. Clean, simple, no edge cases.
Two plans. Clean math.
Same setup fee, same baseline maintenance. The only choice the operator makes is whether they want Genesis to handle the marketing on top, or run their own.
- Custom Lead Generator app deployed for the operator
- Google Maps Places API lead research pipeline
- Hunter.io contact enrichment
- AI qualification via Gemini + OpenAI
- Continuous maintenance, monitoring, and updates
- Operator runs their own marketing and outbound
- Everything included in the Basic Plan
- Paid traffic management across the relevant channels
- Copy and creative production
- Ongoing content production for owned channels
- SEO and local search optimization
- Genesis owns the demand-generation outcome
How to read the numbers. The $8,000 setup is one-time and covers the full build and deployment of the operator's Lead Generator. The monthly fee covers everything ongoing. The $3,000 difference between plans is purely the marketing layer added on top. No tiers, no surprise overages, no usage-based billing.
Why this pricing works
The $8K setup covers the real cost of standing up a custom-deployed app and getting the lead pipeline tuned to the operator's niche and geography. The $1K/month is what it actually costs to keep the engine running at quality — APIs, models, monitoring, ongoing tuning. The $4K full-plan price reflects what marketing services actually cost in this market when an operator hires them à la carte, but bundled they're easier to sell and easier to deliver.
From the operator's side, the math is simple: they pay one setup and one monthly, and they get a working lead engine they don't have to manage. From our side, the same product line scales without each new client needing a new tech build.
Where the product fits, day one.
The Lead Generator is built to work across any local service or trade business. These are the eight niches where we expect the strongest day-one fit, where the demand is real and the math on the operator's side justifies our pricing.
Why these eight. Every niche on this list has three things working for it: real local demand, a price-per-job that justifies our monthly, and an owner who is typically too busy running the trade to also manage a lead engine. That's the exact profile the Lead Generator is built for.
Pick the first pilot niche together
The smart move is to land a first paying operator in one of these eight, build the case study, then replicate. We don't have to commit to a single niche on paper. Brian's existing network will surface the fastest open door, and we go there first. The product is the same regardless.
What we close before any of this goes live.
Three concrete commitments to get from this document into a working partnership and a first paying client. Owner, action, what it triggers.
Define the commission percentage for the AI automation stream.
The only structural item still open in this document. Once Brian and Genesis agree on the percentage Brian earns on Stream 2 AI automation upsells, the partnership terms are fully locked and we paper them.
Pick the first pilot niche together.
Brian reviews his existing trade-business relationships across the eight target niches and surfaces the names that open fastest. We start with whichever niche has the warmest first-call list, not whichever niche looks best on paper.
Set a 30-day launch window.
From the moment we sign the first paying client, Genesis commits to a 30-day window from kickoff to a live Lead Generator app generating real qualified leads. This is the operational deadline the rest of the timeline runs against.
The shape of the next month. Step 1 happens on the next call. Steps 2 and 3 happen within the week after. We're optimizing for getting a real client live, not for getting more details onto paper. Once one operator is paying, replicating across niches becomes a sales motion, not a project.