Prepared For
Rob Tevlin & The Recharge Team
Recharge Sales Personalization Infrastructure

Rob,

The energy and momentum within the Recharge team right now is palpable. It is incredibly exciting for us to collaborate with a group so committed to doing big things differently and taking big swings.

We are deeply grateful for your belief in us and your willingness to embark on this journey together. This isn't just about building demo stores; it's about defining the future of how you go to market.

We are ready to sprint. We have a shared vision for a high-impact, high-ROI platform, and we're eager to get started.

Let's build this,

Jonathan Poma
Jonathan Poma, Managing Partner
lu.mn
Strategic Scope

Recharge Sales Personalization Infrastructure

This platform is designed to be the definitive source of truth for how all merchant touch points of the Recharge sale will be personalized by vertical and market segment.

1. Five Vertical-Specific Environments

Generic demos kill deals. We will build 5 distinct, high-fidelity environments that speak the specific language of your most important prospects. Each store will be "Lighthouse" quality—setting the standard for design and functionality.

01 — Week 1-2
Health & Wellness
02 — Week 3
Meal Kits
03 — Week 4
Pets & Animals
04 — Week 5
Beauty & Personal Care
05 — Week 6
Home Goods

2. The "Happy Path" Philosophy

We are prioritizing impact over completeness. We will identify the "Mission Critical" user flows for each vertical—the moments that actually drive conversion and retention—and execute them flawlessly.

For non-critical areas, we will design them to fail gracefully. This means the store feels complete and robust to a prospect, but we don't waste energy and focus building infrastructure that never gets demoed. This allows us to invest heavily in the "Wow" moments.

3. Personalization Strategy: API & AI First

The stores are just the vessel. The real value comes from how they are experienced and utilized. We are building this platform to be AI and MCP ready from day one, ensuring interoperability with internal AI tooling, Salesforce CRM, and other sales intelligence tooling (i.e. Scratchpad).

SMB & Mid-Market: Automated

For high-volume sales, we envision "App-Like" onboarding tours. AI-ordered walkthroughs that guide a prospect through the store without a rep present, highlighting the exact features they need to see based on their profile.

Enterprise: Rep-Curated

For high-touch deals, reps need control. We will build the foundation for reps to customize the narrative—recording their own voiceovers, re-ordering flow modules, and "Hot Swapping" between OOTB and Custom implementations live on the call.

Lightweight Engagement Tracking

We are not rebuilding SaaS analytics. Instead, we will implement lightweight event tracking that pipes data directly into your existing CRM (Salesforce) and sales tools. This gives reps visibility into prospect engagement—who visited and what they viewed—without the overhead of a new platform.

Execution Plan

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 RevOps and Key Sellers on the specific goals for the week's vertical build.

Friday Live Demos

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

01
Weeks 1-2

Foundational Build

Health & Wellness

Objective: Validate the model.
We kickoff immediately to build the first "Happy Path" store. This sets the design standard and functional baseline.

Activities

  • Discovery with RevOps & Key Sellers
  • "Happy Path" UX design
  • Shopify Theme implementation
  • Visitor fingerprinting setup
02
Weeks 3-6

Scale & Intelligence

Remaining Verticals

Objective: Complete the suite.
We replicate the success across the remaining verticals (Meal Kits, Pets, Beauty, Home) while integrating the lightweight tracking and personalization layers.

Activities

  • Vertical-specific feature selection
  • Brand skinning & asset creation
  • Widget "Hot-Swapping" implementation
  • Sales team training sessions
Investment

Partnership Package

Complete Package

Intelligent Demo Platform

$30,000

All-inclusive strategic partnership

Foundational Setup $5,000
Store 1: Health & Wellness $5,000
Personalization & Customization Infra $5,000
Stores 2-5 (4 x $3,750) $15,000
Deliverables
  • 5 Vertical Stores
  • "Happy Path" UX
  • Analytics Suite
  • Personalization Strategy
Terms
  • 50% on Signature
  • 50% on Delivery
  • 6-Week Timeline

Thanks again. I'm available to connect whenever works best for you, and I'm very much looking forward to it.

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

📞 330.718.7662
✉️ jp@lu.mn

Looking forward to building something exceptional together.