The Coleman Command Center | Proposal for Hold Up Roll Up + Enzo Properties
Hold Up Roll Up
Proposal prepared by
Jennifer Eastmond, The AI Edge Network
AI Integration Proposal

Run the whole ship from one screen.

You told me you want to wake up, open your laptop, and see it all. No searching. No guessing. Just what needs you today.

Here is how we get you there, delivered by August.

Prepared for Jason Coleman
Hold Up Roll Up (Albany + Brooklyn) and Enzo Properties

Rooted in community. Built on legacy.

Your Daily Command Brief 06:00 AM
Pay today
Green Valley Distributors 34d past due$8,420
Hudson Supply Co. emailed 3x$3,150
Empire Packaging$1,290
Yesterday's sales
HURU Albany
$11,240
+19% vs 7d avg
HURU Brooklyn
$6,880
+8% vs 7d avg
Inbox
41 sorted and filed overnight4 need you
Growth flag
Lemon Haze priced $6 above 3 nearby shops

Sample preview only, not the finished product. Design still to be determined. Your real brief is built around your actual stores, numbers, and vendors.

What I heard

You are not unorganized. You are doing four jobs at once.

President. Accounts payable. Data entry clerk. And a full time W2 on top of it. You built something real, fast, and you are already New York's premier black owned dispensary. The systems just have not caught up to the growth yet. That is fixable. Here is what you named on our call.

The inbox is winning

No folders. Open and archive. Vendor chases, employee notes, marketing, junk. It doubled when Brooklyn opened.

You are accounts payable

Cash flow is strong. The problem is knowing who to pay first, what is urgent, and what is 34 days past due.

Receipts by hand, every day

Your brother texts the daily numbers. You key cash, ACH, and Stronghold into Excel across two registers and two stores. Miss a few days and it becomes an hour.

The gold key problem

Everything important lives on one jump drive. That is a single point of failure for three businesses.

Pricing blind spots

You want to see what nearby shops charge for the same product, then get a recommended price that pulls customers your way.

No single view

You think in buckets. Albany. Brooklyn. Enzo Properties. You want to wake up, see each one, and dive in.

The approach

Structure first. Then AI becomes the amplifier.

Most people bolt AI onto a mess and get a faster mess. We do not do that. We organize the foundation first, then automate on top of it. That is the EDGE Framework™, my own proprietary method, and it is how this build moves in stages so you feel relief early and never feel buried in setup.

E
Empower
Map your systems and secure your data so we build on solid ground.
D
Design
Build the core engines that handle your top three pain points first.
G
Guide
Bring it into one command center and train you until the training wheels come off.
E
Elevate
Extend AI to your team and map the path to grow and eventually sell.
Scope and sequence

The build, in four phases.

We start with what you ranked first. Emails, then accounts payable, then receipts. You feel weight come off in the first two weeks, not at the end.

PHASE 1

Empower: Foundation and Organization

Week 1

Before we automate anything, we get your house in order. We map every tool you already run and we solve the jump drive problem so nothing critical lives in one fragile place.

  • Systems map of QuickBooks, Monday, Happy Cabbage, email, Excel, Client Portal
  • Gold key migration jump drive to a secure, backed up Google Drive
  • Folder architecture organized by business, vendor, and document type
  • Data plumbing connections set for everything in later phases
PHASE 2

Design: The Core Three

Weeks 2 to 4

Your top three priorities, built and working. Each one ends up feeding a single morning brief, so the relief stacks instead of scattering.

  • Chief of Staff reads, sorts, and files every email by sender, company, and topic, surfaces what needs you, and drafts your replies for approval
  • Accounts payable prioritizer a daily push. Pay these today. This is urgent. This vendor is 34 days past due and emailed three times
  • Daily sales automation receipts captured from your brother's texts, split by cash, ACH, and Stronghold, combined across both registers and both stores, averages done for you
  • The Daily Command Brief all three roll into one message waiting for you at 6 AM
Why this order

No more manual Excel entry. No more guessing who to pay. No more drowning inbox. This is the phase that gives you your mornings back.

PHASE 3

Guide: The Dashboard and Growth Intelligence

Weeks 4 to 6

Now we bring it together into the visual hub you described, and we add the tools that help you grow, not just stay afloat.

  • The Live Dashboard one screen. Both stores, Albany and Brooklyn, at a glance. Dive into each
  • Competitive pricing intelligence see same product prices nearby and get a recommended price built to pull customers in
  • Procurement layer added AI support on top of Happy Cabbage, not instead of it
  • Handoff training and support a live walkthrough at launch plus your first 30 days of support included. Deeper trainings and SOPs continue in your partnership
One honest note on pricing data

Competitor pricing is only as good as the data we can reliably pull in the cannabis space. In Phase 1 we will confirm exactly which sources are dependable before we promise a number. I would rather under promise here and over deliver than the other way around.

PHASE 4

Elevate: Team and Wealth Pathway

Ongoing partnership

This is the phase two you mentioned. Once your own load is light, we extend the same thinking to your people and to your bigger goal.

  • Team interviews I sit with your general, inventory, and procurement managers to find where AI actually helps
  • Role based workflows real support for the team, no fluff, every piece earns its place
  • Wealth pathway model a mapped path for business and personal wealth toward your target
  • Exit readiness clean systems and clean numbers so the businesses are buttoned up if you choose to sell
Deliverables at a glance

What you actually get.

Tangible systems, not slideware. Here is everything that lands in your hands by phase.

Phase 1 Empower
  • Systems audit and map
  • Secure Google Drive build
  • Full jump drive migration
  • Backup and access setup
Phase 2 Design
  • Chief of Staff inbox agent
  • Accounts payable prioritizer
  • Daily sales automation
  • The 6 AM Command Brief
Phase 3 Guide
  • Live Dashboard
  • Pricing intelligence module
  • Procurement AI layer
  • Handoff walkthrough
Phase 4 Elevate
  • Trainings, SOPs, consulting
  • Team workflow playbooks
  • Wealth pathway model
  • Monthly optimization
Timeline

You want it done by yesterday. So do I.

You said you move fast. Good, because so do I, and this is my summer window. The standard pace below lands the full build in your hands by early August. If you want it even faster than that, there is an accelerated track.

This week
Kickoff and Phase 1

Approve, get access, and begin the systems map and gold key migration.

Weeks 2 to 4
The Core Three go live

Chief of Staff, accounts payable prioritizer, and daily sales automation, feeding your first Command Brief.

Weeks 4 to 6
Command Center and growth tools

The Live Dashboard, pricing intelligence, and the added procurement layer come online. Full handoff and training.

Month 3 plus
Elevate phase

Team enablement and your wealth and exit pathway, on a pace that does not spread you thin.

Standard track

Delivered by August

About 6 weeks, included in the build price

My normal fast pace. Phases run in sequence with slight overlap once the foundation is set. You are live and trained before August is out.

Accelerated track

Compressed to 3 weeks

Add the acceleration fee below

If you want it sooner, I clear the deck and run phases in parallel with priority turnaround. This requires the acceleration fee, since it means dedicated focus and reordering other work.

Investment

Buy the pieces, or buy the system.

Every piece below has a real standalone price. Built one at a time, each one needs its own setup and its own integration. Built together as one connected system, that work happens once, so you pay far less than the sum of the parts.

The Coleman Command Center
Every piece above, built as one connected system. Initial handoff walkthrough and your first 30 days of support included. Delivered by August.
$20,000
You save $12,500

Prefer to start smaller? Two stages, same total.

This follows the order you gave me on our call. Get your mornings back first, then add the growth layer once you are living in it.

Stage 1, start here

Relief

$13,000

Foundation, Chief of Staff, Accounts Payable Prioritizer, Daily Sales Automation, and the Daily Command Brief. The emails, the invoices, and the receipts. The weight comes off.

Stage 2, when you are ready

Growth

$7,000

The Live Dashboard, competitive pricing intelligence, and the procurement layer. The tools that help you grow, not just stay afloat.

Add ons

Optional

Acceleration Fee

$4,500

Compresses the six week build to three weeks. Dedicated focus, parallel phases, priority turnaround. Only if you want it faster than the standard track.

Down the road

Enzo Properties Bucket

$4,000

Adds a fourth bucket for the property side, rent in, mortgage, and unit occupancy. Best added once the two stores are running, so we keep the core build focused first.

Phase 4 and beyond

Elevate Partnership

$2,500 per month

Ongoing trainings, SOPs, and consulting. Plus team enablement, the wealth pathway, new automations as you need them, monthly optimization, and a real person on call. Month to month. Cancel when the wheels are off.

Payment terms. The build is billed 50 percent to start and reserve your window, 25 percent at the Command Brief launch, and 25 percent at final handoff. If you choose the staged path, each stage is billed the same way. The acceleration fee, if chosen, is added to the starting payment.

Confidential

Everything we touch, your financials, vendor data, and sales numbers, is handled as confidential. Given the banking realities in your space, data security is treated as part of the build, not an afterthought.

HURU

Ready when you are.

You are thinking like the operator who is going to outlast the shop down the street. Let us get your infrastructure running close to perfect so the rest takes care of itself.

01
Approve the proposal
02
Deposit to reserve your window
03
Kickoff
Let's build it

Looking forward to it.
Jennifer Eastmond | The AI Edge Network
aitechbossjenn.com