C
Cesar
Web Designer & WordPress Specialist
PROPOSAL-2025-001
Available Now
Project Proposal · 2025

Personal Brand Website
for a RevOps &
CRM Consultant

A comprehensive proposal covering platform strategy, design direction, technical scope, timeline, and investment — crafted specifically for your consulting practice.

$950
Fixed Price
2–3 wk
Delivery
90+
PageSpeed
7
Deliverables

Prepared for

RevOps & CRM Consultant

HubSpot · Salesforce · Data Strategy

Prepared by

Cesar

cesar-portfolio.com · hello@cesar-portfolio.com

Submitted May 2025

Valid for 14 days

Confidential

01 — Understanding Your Goals

What You Need Built

You're a Revenue Operations and CRM Consultant (HubSpot/Salesforce) who needs a personal brand site that establishes authority, attracts inbound leads through SEO, and converts visitors into consultations.

Data dashboard

Data-driven consulting · CRM strategy · Revenue operations

💡 Key insight: For a RevOps consultant, your website is proof of competency. A technically sharp, well-structured site signals to clients that you understand systems and execution — not just strategy.

  • 01Portfolio Showcase — CRM implementations, automation builds, RevOps strategy case studies
  • 02Authority Blogging — SEO-optimized technical articles on data visibility and CRM optimization
  • 03Lead Capture — Integrated contact forms and CRM-connected booking flows
  • 04Technical SEO — Indexed correctly, optimized for professional search terms
WordPress HubSpot Integration Salesforce Ready SEO Optimized Mobile First
02 — Platform Recommendation

My Recommendation: WordPress

After reviewing your requirements — robust blogging, portfolio management, CRM forms, and long-term ease of maintenance — WordPress is the clear winner for your use case.

★ RECOMMENDED
WordPress
Best for: Blogging power + SEO control + long-term ownership
  • Unmatched SEO tooling — Yoast / RankMath
  • Intuitive and scalable blog management
  • Full portfolio control with custom post types
  • Native HubSpot & Salesforce form plugins
  • Huge ecosystem — you own 100% of your content
  • Most cost-effective long-term (~$10/mo hosting)
Stack: SiteGround/Kinsta · Blocksy theme · Yoast SEO · WPForms → CRM · Calendly embed
Ghost
Good for: Writers who prioritize simplicity
  • Beautiful writing experience
  • Built-in newsletter / membership
  • Limited portfolio/custom page options
  • Higher hosting cost ($9–25/mo)
  • Less CRM integration flexibility
Webflow
Good for: Design-first, developer-comfort
  • Exceptional visual design control
  • CMS complex to manage solo
  • Blog workflow less intuitive than WP
  • Higher ongoing cost ($23+/mo)
  • Steeper learning curve
Framer
Good for: Portfolios with minimal blogging
  • Beautiful, modern design output
  • Blog feature is very limited
  • Not ideal for SEO-heavy strategy
  • No robust form/CRM integration
  • Better for designers than consultants
03 — Scope of Work

Everything That's Included

Every deliverable is purpose-built for a consultant who wants to look authoritative, attract search traffic, and convert visitors into booked calls.

01
Platform Consulting & Setup
WordPress installation, hosting configuration, domain connection, SSL, caching, and performance optimization. You'll never have to touch a server.
02
Custom Tech-Forward Design
A clean, minimalist design balancing "Professional Consultant" with "Data/Systems Expert." Precise typography, subtle tech aesthetics, and strong CTA hierarchy. Fully mobile-first.
03
Portfolio Section
A filterable case study portfolio for CRM implementations, automation builds, and RevOps strategy. Each project: Problem → Solution → Results — optimized for converting prospects.
04
Blog & Content Architecture
A fully configured blog with categories for your content pillars. Optimized for SEO with schema markup, reading time, related posts, and social sharing.
05
Lead Capture & CRM Integration
Contact forms on key pages connected to your HubSpot or Salesforce CRM. Includes a "Book a Consultation" flow with Calendly or HubSpot Meetings embed.
06
SEO Foundation
Technical SEO: XML sitemap, robots.txt, canonical URLs, Open Graph tags, Google Search Console submission, and keyword-targeting for your core consulting services.
04 — Timeline

Delivered in 2–3 Weeks

A structured timeline with clear checkpoints and live previews. Nothing moves forward without your sign-off at each stage.

W1 · D1–3
Discovery & Design
Deep-dive call. Style guide + homepage wireframe delivered for approval before dev begins.
W1 · D4–7
Setup & Core Pages
WordPress + hosting, theme, Homepage, About, Services pages. First live preview sent.
W2 · D8–11
Portfolio & Blog
Portfolio with 3 case study pages. Full blog architecture, categories, post templates.
W2 · D12–14
Forms, CRM & SEO
CRM forms integrated, booking embedded, SEO configured, Analytics connected.
W3 · Final
QA & Launch
2 revision rounds, cross-browser testing, PageSpeed 90+ audit, launch + handover call.
05 — Portfolio Examples

Relevant Work

A selection of similar projects — consultant brand sites, lead generation builds, and CRM-integrated WordPress projects.

Consultant website
Consultant Portfolio
Strategy & Brand Consultant
WordPress · Elementor · HubSpot Forms · Blog
View portfolio →
Business website
Service Business — Lead Gen
Drayton Mechanical
Custom HTML/CSS · Contact Integration · SEO
View portfolio →
Real estate website
Real Estate Portfolio
Heldr Makelaardij
WordPress · Divi · CRM Integration · Multilingual
View portfolio →

Full portfolio: cesar-portfolio.com · References & live URLs available on request

06 — Why Work With Me

What Makes This Different

I build sites that earn clients — not just look good. Every decision is made with conversion, SEO, and long-term ownership in mind.

Conversion-First Design
Every page answers one question: does this move a visitor closer to booking a call?
HubSpot / Salesforce Experience
I've integrated both CRMs into WordPress — forms, tracking, and pipeline connected end-to-end.
Blog Architecture That Ranks
I build SEO-ready blog structures — categories, schema, and internal linking built in from day one.
Clear Communication
Professional English, responses within 24 hours, and structured milestone updates throughout.
Speed Without Sacrifice
2–3 week delivery targeting PageSpeed 90+. Fast sites convert better and rank higher in search.
You Own Everything
Your code, your hosting, your content. No lock-in, no dependency on me for future changes.
07 — Investment

Project Investment

Fixed-price, no hourly billing, no surprise costs. Everything in the scope is included in the price below.

Total Investment
$950
Fixed Price · Full Project
50% deposit to begin ($475)
50% on final delivery ($475)
Hosting ~$10–15/mo, billed directly to you
Valid for 14 days from proposal date
What's Included
  • Custom WordPress design & development
  • Portfolio section (up to 3 case studies)
  • Blog setup with SEO architecture
  • CRM form integration (HubSpot or Salesforce)
  • Booking/calendar embed (Calendly or HubSpot)
  • SEO foundation + Search Console setup
  • Mobile responsive + performance optimized
  • 2 rounds of revisions included
  • Handover call + written documentation
Ready to Move Forward

Let's Build Your
Consulting Brand

I'm available to start immediately. Reply and we'll schedule a 20-minute discovery call to align on direction and kick things off.

hello@cesar-portfolio.com View Portfolio

cesar-portfolio.com · Available immediately · Response within 24 hours