Proposal for Charney Companies, prepared for Dani Rubenstein
Your monday setup, rebuilt as a system you own.
We built your demo from what we already know about Charney, and it already runs on your real pipeline.
Now imagine your third-party business after
8 weeks
with every prospect worth calling on today's list, every building moving through its pipeline, and leadership seeing it live without asking anyone.
What it costs to run this product every year.
At your renewal in 11 months, staying on monday means paying for the plan you have today plus what monday now bundles with it. With your own system, you pay once.
Licenses only, for today's 20 seats, before any build work on the apps. Every seat you add raises this number. Assumes no price increase.
No licenses, unlimited users. The code, the databases and the repository are yours.
The program pays for itself before your next monday renewal.
Cumulative cost from the renewal date. monday keeps adding $14,400 a year; your own system only adds the server, counted here at the top of the range ($60 a month on Hostinger).
These savings are at today's 20 seats. Every user you add on monday adds to its cost, every year. On your own system, adding users adds no licenses, so the gap only grows as your team does.
Your program, for the eight weeks.
USD, one-time. $2,000 per app and $1,500 for the system base, with the installation on your servers waived.
50% to start ($2,750) and 50% in week 4 ($2,750), with the system already in production. Or pay it all upfront with 5% off ($5,225).
Includes
- Prospecting: today's call list, scoring and tiers, follow-up rules by status and one-click touchpoints
- Buildings: the building pipeline with stage prompts, stale alerts and Closed Won to Properties
- Your monday data moved over, on one shared database
- Your brand book applied to the whole interface
- Automations inside the apps, and an AI chat over your data
- Works on the phone, user stories with a guided tour and a feedback module in each app
Email touchpoints logged automatically (Gmail or Outlook), meeting recordings and note takers updating records, and your Monday morning Claude workflow dropping 10 new prospects into the pipeline.
Any app beyond these two is $2,000, with its own 4 improvement rounds, whenever you are ready. From your demo: Events (OPTECH must-meets and capture from the phone), Leadership (2026 targets, KPIs and the weekly digest) and a client portal for proposals, photos, meetings and progress.
Eight weeks to build, eleven months to move over calmly.
monday is already paid through your renewal, so nothing has to switch overnight. Your team moves app by app while monday stays available on the side.
After week 8, it is yours.
Only your server
$40 to $60 a month on Hostinger, paid directly to them. No licenses, no maintenance fee with us, unlimited users.
$500 per improvement round
You list what you want in a 60-minute session and it all ships in the next version, usually 10 to 20 changes. Optional, only when you need it.
Your team can edit it
The code, databases and repository are yours, so your internal tech team can change anything, with or without us.
You only pay for a system that works.
After final delivery, 90 days of bug fixing at no cost/The code, the databases and the repository are yours, always
Start with the two apps your team already knows.
Prospecting and Buildings first, on your own system. Every app after that is $2,000, whenever your team is ready.
You confirm
Pay the first 50% and we set the start date.
Your server
You open a Hostinger account and we install everything there. No tech team needed.
Week 1
We meet each team, set a leader per app and schedule their sessions.
This proposal is valid until November 25, 2026.