Ella CRM

Calm Operational Package

Terms & Scope of Work

1. Overview

This document outlines the scope and terms for the Ella CRM Calm Operational Package.

The purpose of this package is to streamline, consolidate, and optimise operational systems within Ella CRM, creating a structured and sustainable backend foundation for the client’s business.

By proceeding with payment and onboarding, the client confirms acceptance of the scope and terms outlined below.

2. What’s Included

The Calm Operational Package includes:

Audit of current systems and workflows

CRM structure setup within Ella CRM

Pipeline creation and optimisation

Email automation setup:

One (1) calendar booking workflow

One (1) funnel automation workflow

One (1) funnel build (freebie or other agreed offer), to include:

One (1) landing page

One (1) thank you page

Booking calendar setup (as agreed)

Branding palette setup within Ella CRM using client-supplied brand assets (colours, fonts, logos)

One (1) branded marketing email template designed for ongoing campaign use

Basic integrations within Ella CRM (standard native integrations only).
A video walkthrough will be provided showing how to connect platforms such as Stripe, Zoom and other standard integrations.

Testing of agreed workflows prior to handover

One (1) 90-minute handover walkthrough call with the team

Video tutorials and supporting resources for ongoing reference

Fourteen (14) days post-delivery support for bug fixes or clarification

All deliverables will be agreed in writing prior to implementation.

3. What’s Not Included

The following are not included unless explicitly agreed in writing:

Additional funnels, landing pages or automations beyond those listed above

Additional email templates beyond one branded marketing template

Copywriting (unless specifically agreed)

Graphic design or brand development work

Custom coding or advanced API integrations

Complex third-party platform troubleshooting

Ongoing admin, VA or campaign management services

Strategy or consulting outside the agreed operational scope

Course or product build (unless separately scoped)

Any additional work outside of the listed and agreed items will be quoted for separately.

4. Scope Control

This package is delivered based on the agreed scope at the commencement of the project.

If additional requests arise during delivery that fall outside of the agreed scope:

They will be clearly identified as out-of-scope

A separate quote will be provided

Work will only proceed once written approval is received

This ensures clarity, efficiency, and protection of delivery timelines.

5. Client Responsibilities

To ensure smooth delivery, the client agrees to:

Provide required access to Ella CRM and relevant platforms

Supply agreed assets (copy, brand assets, offer details, pricing, etc.)

Respond to communication within three (3) working days

Review and approve deliverables in a timely manner

Delays in receiving required materials may impact project timelines.

6. Timelines

Project timelines will be agreed prior to commencement.

Delivery timelines depend on:

Prompt access

Clear decision-making

Timely provision of required materials

Ella CRM is not responsible for delays caused by late approvals or incomplete information.

7. Payment Terms

Payment terms are as outlined in the proposal and invoice.

Work will commence once the agreed initial payment has been received.

8. Limitation of Responsibility

Ella CRM is responsible for the configuration and setup of systems within the agreed scope.

Ella CRM is not responsible for:

Third-party platform outages

Email deliverability fluctuations

Domain or sender reputation issues

Platform policy changes

Client misuse or alteration of systems after handover

9. Fees

The package includes 3 months access to Ella CRM. After that, you can choose to pay £75/month or £750/year.

Emails are charged at $10 (approx £7.50) for approx 14,100 emails

There are some AI features (AI Copywriting, AI Funnel help etc), that are completely optional, that can be purchased if you want them, starting at £0.04 per action.

10. Acceptance

By proceeding with payment and onboarding, the client confirms agreement to these terms and the outlined scope of work.