One connected relationship view
See the business, every important contact, past conversations, current needs, event activity, open promises, and responsible Chamber staff.
Greenville ChamberRelationship Intelligence Proposal
A CENTERVERT PROPOSAL FOR THE GREENVILLE CHAMBERKnow every relationship.
Know every relationship.
Never lose the human connection.
Centervert proposes a relationship intelligence platform that helps Chamber staff personally know, serve, and engage more businesses through human-supervised text and email.
Built first for GreenvilleText + email at launchStaff always remain in control
Relationship inboxIllustrative proposed experienceJM
Jordan MitchellAtlas Manufacturing · Workforce leader
What matters now
Jordan is building a new supervisor bench and may benefit from next month’s leadership roundtable.
Suggested next stepSend the registration details and prepare an event handoff.
This proposal promises the product described below. Screen design and technical implementation may evolve through co-design, but the written user-visible behaviors define the proposed product. Other ideas are not guaranteed unless both organizations add them to the final written agreement.
01 · WHAT THIS IS
A relationship workspace built around how a Chamber actually works.
It is the daily place where Chamber staff can understand relationships, communicate personally, coordinate events, and follow through—with technology helping in the background and people making the important decisions.
A digital teammate for each approved role
The system can summarize, prepare messages, answer approved routine questions, and help with follow-up using that representative’s style and rules.
Human-supervised communication
Investors use normal text and email. Staff choose when assistance observes, drafts, waits for approval, acts within narrow rules, pauses, or hands over.
An event relationship engine
Move from event purpose to the right audience, personal invitations, conversational intent, staff handoffs, event-day context, and useful follow-up.
A human-supervised relationship and communication layer that helps Chamber staff personally serve more businesses.
It is not a replacement for Chamber staff, a second CRM, a mass-marketing tool, an event registration system, or unrestricted automation.
HOW IT KNOWS WHAT TO SAY
Three kinds of information stay separate until they are needed.
Chamber knowledge
Approved programs, benefits, policies, events, resources, and answers.
Representative approach
Style, schedule, expertise, boundaries, approvals, and escalation preferences.
Relationship memory
Source-linked interests, needs, preferences, history, commitments, and corrections.
WORKS ALONGSIDE GROWTHZONE
GrowthZone remains the membership and approved CRM system of record.
The relationship platform owns the day-to-day conversation, memory, event engagement, handoffs, tasks, and control state. Only approved information moves between them after the Chamber’s licensed access is validated.
Not assumed: full bidirectional synchronization, every field, SSO, arbitrary write-back, event registration, or check-in. Those capabilities are included only when validated and written into the final scope.
02 · INCLUDED FEATURESThe proposed launch scope,
The proposed launch scope,
in plain language.
These feature statements define the proposed product. The illustrative screens show how it may feel; the written behavior below is the reference point for what is included.
INCLUDED IN PROPOSED LAUNCH
Business and contact relationships
The Chamber can understand the organization and every important person inside it without flattening them into one account record.
- ✓One profile for each investor business or prospect
- ✓Multiple individual contacts connected to the same business
- ✓Separate roles, interests, communication preferences, consent, and history for each person
- ✓Shared business priorities and membership context
- ✓Primary and backup Chamber staff ownership
- ✓A chronological relationship history across conversations, events, notes, and commitments
- ✓Reviewable, correctable, and removable relationship memory
- ✓Continuity when staff coverage or assignments change
NOT PART OF THE INITIAL PROMISE
Possible later additions
These ideas can be evaluated after launch or during contracting. They are not guaranteed in the initial product unless added in writing.
Voice calling or phone-system replacementNative mobile applicationsCRM replacementTicketing, capacity, waitlists, or check-inAutomatic high-impact membership or financial actionsAutomatic cross-investor introductionsAny feature not expressly included above
03 · THE END-USER EXPERIENCESimple for the investor.
Simple for the investor.
Powerful for the staff member.
The investor keeps using ordinary text or email. Chamber staff see the relationship behind the conversation and can step in at any moment.
ATLAS MANUFACTURING · 3 CONTACTS
JM
INDIVIDUAL RELATIONSHIP
Follow-up due FridayJordan Mitchell
VP, People & Culture
- Current focus
- Building a supervisor pipeline for a growing second shift
- Communication
- Prefers text messages
- Relationship owner
- Alex Morgan
JM
Jordan MitchellText conversation · Atlas Manufacturing
Relationship context: Building a supervisor pipeline for a growing second shift.
Thought of you for a Chamber opportunity connected to building a supervisor pipeline for a growing second shift. Would you like the details?
This sounds useful. Could I bring two of our new supervisors?
Absolutely. I can send the registration link and note that you may bring two. Would you like me to do that?Prepared for staff review
Staff remain in control.Depending on Chamber rules, this response can wait for approval or send within a narrow approved boundary.
WHAT STAFF SEE
One place for attention, context, and follow-through.
The workspace brings the active conversation, relationship summary, open commitment, responsible staff member, event activity, and controls together.
04 · EVENT WORKFLOW
From event idea to relationship follow-through.
Select each step to see the full flow. Registration, capacity, check-in, and physical attendance remain separate unless an authoritative event source is connected.
STEP 1 OF 8
Tell the platform why the event matters.
Staff create or import the event facts, intended audience, exclusions, attending representatives, and registration link.
1 / 8
05 · WHAT TO EXPECTA stronger relationship operation—
A stronger relationship operation—
measured in the real world.
The Chamber should expect more consistent engagement, clearer ownership, and better follow-through. Numeric targets will be set from Chamber baselines and tested during the pilot.
More consistent relationship coverage
Investors receive timely, relevant attention even when staff capacity is stretched.
Fewer lost questions and promises
Open questions, commitments, owners, and next steps remain visible until they are resolved.
More useful staff time
Staff spend less time searching old threads and repeating routine drafting while retaining judgment.
More relevant event engagement
The right people are considered, invitations have a reason, and staff arrive with context.
Stronger institutional continuity
Useful relationship knowledge remains available when staff roles or coverage change.
Clearer leadership visibility
Leaders can see coverage gaps, exceptions, overdue work, and operational patterns without reading every conversation.
These are expected operational improvements, not guaranteed business results. Success will be measured through response coverage, accuracy, staff usefulness, open commitments, event relevance, delivery issues, opt-outs, and staff confidence.
HOW DELIVERY WORKS
Build carefully, prove it in a pilot, then launch.
Define
Finalize written scope, GrowthZone access, communication identity, operating rules, pilot group, and acceptance criteria.
Build
Create the relationship foundation, staff workspace, text and email experience, knowledge controls, and validated connections.
Pilot
Train selected staff, test real scenarios, measure quality, correct gaps, and rehearse takeover and stop procedures.
Launch
Begin production use only after agreed acceptance evidence is complete and the Chamber authorizes launch.
A milestone schedule will be finalized after GrowthZone, data, messaging, and operating decisions are validated. Launch acceptance will be measured against the written capabilities in the final agreement and an agreed set of observable test scenarios. The production subscription does not begin until the platform launches and the Chamber begins using it.
06 · THE PROMISE AND THE BOUNDARYClear enough to build against.
Clear enough to build against.
Clear enough to point back to.
The final agreement will turn the accepted version of this proposal into binding scope, acceptance criteria, support terms, dependencies, and remedies.
- ✓A working production product for the final written scope—not only a concept or demonstration
- ✓The launch features listed in this proposal, subject to the final agreement and stated validation dependencies
- ✓Two-way text and email at launch; voice is not required
- ✓Human review, pause, escalation, takeover, handback, and stop controls
- ✓The complete written event relationship workflow
- ✓The GrowthZone operations supported by validated Chamber access, plus an agreed fallback for unavailable operations
- ✓Onboarding, pilot support, agreed acceptance testing, and correction of material in-scope defects during the acceptance period
- —A feature, behavior, or interface merely discussed but not included in the final written scope
- —A guaranteed recruitment, retention, revenue, staffing, productivity, or return-on-investment result
- —Perfect AI accuracy, unlimited usage, or unrestricted autonomous outreach
- —A guarantee that an investor will reply, register, attend, engage, or remain an investor
- —Carrier or email delivery that depends on outside providers and recipient settings
- —Full bidirectional GrowthZone synchronization, every field, SSO, or arbitrary write-back before validation
- —Voice, native mobile applications, CRM replacement, ticketing, registration, capacity, waitlists, or physical check-in unless added in writing
How additional features are handled
If the Chamber requests something outside the written scope, Centervert will evaluate whether it fits the product. If both organizations want to proceed, the feature, cost, schedule, and acceptance criteria will be added through written change control. Discussion alone does not make it a guarantee.
07 · EXCLUSIVE PARTNERSHIP PRICINGA first-partner investment
A first-partner investment
built around launch.
We’re excited to partner with the Greenville Chamber of Commerce to revolutionize chamber technology across the United States. Through this partnership, we would like to offer exclusive pricing.
Product developmentApproximately $250,000
SaaS subscription$85,000 annually
One-time development contribution$50,000
SaaS subscription after launch$55,000 annually
PAYMENT OVERVIEW
Development is spread across 12 months. Subscription billing starts only at launch.
DEVELOPMENT CONTRIBUTION
$50,000 paid over 12 months
Twelve monthly invoices totaling $50,000—approximately $4,166.67 per month, with the final invoice adjusted for rounding. The first invoice date will be set in the final agreement.
BEFORE PRODUCTION LAUNCH
No SaaS subscription is charged
The $55,000 subscription does not begin while the product is being built and not yet in production use.
WHEN THE CHAMBER BEGINS USING IT
Monthly, prorated launch billing begins
The subscription starts on the agreed production launch date. It is billed monthly at the $55,000 annual rate—approximately $4,583.33 per full month—and prorated through the first partial billing year.
NEXT FULL BILLING YEAR
Choose monthly or annual payment
The Chamber may continue with monthly invoices totaling $55,000 per year or pay $55,000 for the year in advance. The annual price is the same either way; there is no discount for paying annually.
Two separate schedules: if launch occurs before the 12 development installments are complete, the remaining development invoices continue while SaaS billing begins separately. Partnership pricing is based on up to 20 configured staff-linked digital representative personas. The final agreement will define the annual billing date, included usage, third-party costs, renewal, support, and any future price-adjustment method.
ADDITIONAL PARTNERSHIP CONSIDERATION
Trustee-level investor membership and mutually agreed visibility opportunities can be documented separately in the final agreement. No specific event placement, speaking role, package value, or public reference right is assumed until written.
These figures are proposed for leadership review. No purchase, development authorization, or commercial commitment exists until both organizations execute definitive written agreements.
THE DECISION REQUESTEDApprove the direction.
Define the agreement.
Authorize structured validation and contracting so Centervert and the Greenville Chamber can finalize the written scope, GrowthZone boundary, operating rules, milestones, acceptance criteria, and commercial terms before the build begins.