Prepared For
Celerity CPG | Sven Alwerud
AI-Native Analytics Platform
Team Workspaces • Executive Dashboards • Client Portals

Sven,

Our conversation confirmed something critical: we don't need to over-engineer this. You mentioned your father's Swedish design philosophy—"the simplest design possible with the least amount of parts." That is exactly how we are going to approach this build.

We are pivoting from a massive platform overhaul to a focused, high-impact execution. Job #1 is the spreadsheet. We will take your team's "bible" and automate 99% of the manual data entry that currently eats up their week. That is our guarantee.

While we're under the hood, we will also target automating the data retrieval (the "logging in and downloading" part). That's not just time saved; it's sanity reclaimed.

But we aren't losing sight of the bigger picture. During this first phase, we will run a parallel track of deep discovery and prototyping for the Client Portal. You'll get the immediate operational win and the blueprint for the future, all in one sprint.

Let's prove it works, then let's scale it.

Gratefully,

Jonathan Poma Signature
Jonathan Poma, Managing Partner
Lu.mn
How We Work

Micro-Sprint Methodology

We don't build in a vacuum. We work as embedded partners with a rapid cadence of validation and delivery.

The Cadence

Weekly cycles of planning, execution, and review.

Monday Planning

We align with you on specific goals for the week. No guessing what's being built.

Friday Live Demos

We ship functional work every week. No black boxes. We demo the flows live to gather immediate feedback.

The Roadmap

Two Phases to Scale

We start by perfecting the foundation you already have, then we build the future.

01
Weeks 1-4 • "Prove-It"

Spreadsheet Automation Foundation

The "Zero-Touch" Tracker

The spreadsheet remains the interface.
We automate the entire data flow into your existing "bible" so your team never has to copy-paste again.

What Gets Built

  • • Zero-Touch Data Entry: 99% elimination of manual keying.
  • • Targeted Retrieval Automation: Automated pulling from platforms where possible.
  • • Platform Connectors: Walmart Connect, Instacart, Amazon Ads, Roundel, Criteo, Citrus Ads, Kroger, DoorDash.

Bonus Deliverable

  • • Client Portal Discovery: Deep dive into requirements.
  • • Portal Prototype: A clickable POC of the future state to validate before building.
GUARANTEE: 99% Elimination of Manual Data Entry
02
Months 2-5

Client Portal v1

Launch Candidate

Your clients get the white-glove experience.
We take the automated data foundation and pipe it into a branded, self-service portal.

Strategic Focus

  • • Branded Dashboards: White-labeled per client.
  • • Design Partner Loop: Tight feedback loop with engaged early clients (e.g., Bare Bones).
  • • Self-Service: Clients pull their own reports.

Future Exploration

  • • Internal Collaboration Tool: A workspace for your account managers.
  • • Master Executive View: The "God Mode" view for Sven.
Design Partner Terms

Partnership Investment

A phased approach designed to validate value immediately and scale with confidence.

Step 1

Spreadsheet Automation

The "Prove-It" Phase. 100% focus on eliminating manual work and validating the platform foundation.

$22,000 $25,000
Fixed Price • Design Partner Rate
Payment Schedule
$10,000 NET30 (~Jan 3)
$7,000 NET60 (~Feb 2)
$5,000 NET90 (~Mar 3)
  • ✓ 99% Manual Data Entry Elimination (Guaranteed)
  • ✓ Targeted retrieval automation (Expectation)
  • ✓ Client Portal Discovery & Prototype
  • ✓ 4 weeks of zero-error validation
Step 2

Client Portal Scale

Production build of the client-facing experience. Collaborative scope refinement based on Phase 1 discovery.

$22k/mo $31k/mo
Retainer Model • Flexible Velocity
Est. Total: $66k - $88k (3-4 months)
  • → Full Client Portal Implementation
  • → Embedded Product Team (PM, Eng, Design)
  • → Beta Client Loop (i.e., Bare Bones)
  • → 30-day exit clause (cancel anytime)

We can start as early as December to get the automation running before the new year—any invoices issued this month won't be due until January.

Call, text, or email me whenever you're ready.

📞 330.718.7662 ✉️ jp@lu.mn

Looking forward to building something exceptional together (and hopefully some IRL collaboration in Austin soon).