Bay to Bay Lending
Transform Your CRM Into a Revenue-Generating Marketing Machine
Prepared For
DJ Rondeau
Keegan Dombrowsky
Prepared By
Luis Lara
Uncle Louie Productions
Date
May 11, 2026
01 / Executive Summary
The Opportunity
Keegan is moving into full-time mortgage sales, which means your Centro account needs a new master. But this isn't just about maintaining what you have, this is an opportunity to turn your CRM into a revenue-generating marketing machine. You've already proven the system works by successfully integrating ARIVE with Centro. Now let's take it to the next level.
02 / Immediate Needs
What You Asked For
CRM Optimization
- Unified pipeline
- Optimized stages
- Automated emails
- Custom-designed templates
- Custom contact fields
- ARIVE integration maintenance
Outbound Marketing
- Dedicated marketing phone number
- Email campaigns
- AI-powered automation
03 / Your Options
Choose Your Path
Keep What You've Got
What you get
What you DON'T get
Best for: Companies with in-house marketing teams
Full Marketing Partnership
3-month commitment, then month-to-month
Exclusive Bay to Bay Lending partnership rate. Save $2,500/mo off our standard rate.
04 / The Hiring Trap
Why Option 2 is a No-Brainer
The alternative is hiring in-house. Same money. Way more risk.
Hire an Intern
$1,800 – $2,500/mo
- Needs constant training and supervision
- Limited skill set, no marketing strategy
- Gone in 3-6 months, then you start over
- No accountability for results
Hire a Marketing Manager
$5,000 – $7,000/mo
- Plus benefits, taxes, equipment, software
- 60-90 day ramp before any output
- One person, one skill set, single point of failure
- If they quit, you lose everything they built
Same money, way more risk
An intern or manager is a gamble.
You get a full team
$1,997/mo
05 / Timeline
Your First 90 Days
Month 1
Foundation
CRM setup, pipeline optimization, integrations dialed in.
Month 2
Activation
Campaigns launched, content creation in motion.
Month 3
Optimization
A/B testing, refinement, and performance tuning.
After Month 3
Ongoing
Month-to-month, cancel anytime. Compounding results.
06 / Investment Summary
Side-by-Side
| Option | Upfront | Monthly | What You Get |
|---|---|---|---|
| Keep What You've Got | $0 | $297 | Platform access only |
Full Marketing Partnership RECOMMENDED | $0 | $1,997$4,497 | Full-stack marketing team + CRM |
07 / Next Steps
Ready to Move Forward?
Choose Your Option
Pick the path that fits your goals.
Sign The Agreement
Quick e-sign, done in minutes.
Kickoff Call Scheduled
We get to work immediately.
The Bottom Line
"Keegan's transition into sales is the perfect opportunity to stop treating your CRM like a tool and start treating it like the revenue engine it should be."
You've already got the foundation (Centro + ARIVE integration). Now let's build a marketing system that runs 24/7, nurtures every lead automatically, and frees your team to do what they do best: close loans.