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MVP Phase 1

project 0b16066e8d1481d2

Normalized: mvp phase 1

moreland_contracts toggl

Entity Properties (gold project table)

project_id

0b16066e8d1481d2

name

MVP Phase 1

client_id

54a8c9c172469c5b

billable_rate

175.0

canonical_metadata

—

created_at

2026-04-27 16:47:04.101977+00:00

updated_at

2026-04-27 16:47:04.101977+00:00

status

—

billable

Yes

recurring

—

squad

—

qa_partner

—

project_manager

—

lead_dev

—

description

—

state

—

team_name

—

closedate

—

dealstage

—

contract_type

—

contract_hourly_rate

—

contract_estimated_hours

—

contract_total_fee

—

alias_name

Kalocor - CMS Upgrade Phase 1

project_manager_alias

—

lead_dev_alias

—

qa_partner_alias

—

28%

Low — a near-match was rejected, review recommended

87%

Good match quality

Source Mappings (3)

	Source	Source ID	Display Name	Confidence	Method	Status
	moreland_contracts	2f96ecaf81f6c5372d2322fb8a69e85b	Zeem CRM MVP (Phase 1)	0.80	fuzzy+embedding	Active
Source Record bronze_moreland_contracts_ma_project_contracts file_hash 2f96ecaf81f6c5372d2322fb8a69e85b file_name Zeem Solutions - Moreland Appendix 2 [CRM MVP Phase 1].docx file_path https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B97B9813C-B49F-4BC5-BF46-3A00683B4BBD%7D&file=Zeem%20Solutions%20-%20Moreland%20Appendix%202%20[CRM%20MVP%20Phase%201].docx&action=default&mobileredirect=true company Zeem Solutions, LLC project_name Zeem CRM MVP (Phase 1) contact_person Al Barner contract_type fixed_fee hourly_rate — estimated_hours — total_fee_estimate 50000.0 brief_project_description Delivery of an MVP-grade CRM on Zeem’s imported Salesforce data. start_date 2026-10-19 extracted_at 2026-10-28T02:09:36.093550+00:00 raw_text_preview APPENDIX 2 Zeem CRM MVP (Phase 1) October 19, 2026 This Appendix 2 is issued under, and is subject to the terms of, the Consulting Services Agreement between MorelandConnect, LLC (“Moreland”) and Zeem Solutions, LLC (“Zeem”) dated August 18, 2026 (the “Agreement”). Background Under Appendix 1 (Zeem AI Platform Discovery Project), Moreland and Zeem began a fixed-fee Discovery engagement of $50,000 to convert Zeem’s AI platform vision into working AI use cases and to provide direction on Zeem’s CRM path. The Discovery work moved faster than planned, and Zeem has decided to move directly from Discovery into building its own CRM on its Salesforce data, as the first working use case on Zeem’s governed data platform with Claude at the center. Accordingly, the parties agree that: Appendix 1 is completed early as of the effective date of this Appendix 2, at the $25,000 already paid by Zeem. The second $25,000 payment under Appendix 1 will not be invoiced, and those funds are redirected to this Appendix 2. For the work under this Appendix 2, the terms below replace Appendix 1’s $250 per hour rate for change requests, its deemed completion terms, and its out-of-scope list. This Appendix 2 covers only Phase 1 of the Zeem CRM initiative. The second phase (Production CRM and Company Brain), including production hardening, ongoing support, enhancements, and additional functionality, is anticipated to be addressed under a separate Appendix 3, subject to mutual agreement regarding scope, schedule, fees, and execution by both parties. Moreland has no obligation to commence Phase 2 services unless and until Appendix 3 has been executed. Project Objectives, Approach, and Scope Project Objectives This Appendix targets the delivery of an MVP-grade CRM on Zeem’s imported Salesforce data, live for Zeem’s users by October 30, 2026, running on the core Knowledge Center that Phase 2 will harden into a production system and build upon. Project Approach and Timeline Moreland will build the C file_created_at 2026-10-19T21:07:43+00:00 file_modified_at 2026-10-21T14:46:57+00:00 created_by Jeff Kavlick modified_by Jeff Kavlick _dlt_meta —
	moreland_contracts	fa14cc859783aa665bfed82f7523914b	Zeem CRM MVP (Phase 1)	0.80	fuzzy+embedding	Active
Source Record bronze_moreland_contracts_ma_project_contracts file_hash fa14cc859783aa665bfed82f7523914b file_name Zeem Solutions - Moreland Appendix 2 [CRM MVP Phase 1].pdf file_path https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/Shared%20Documents/Internal%20-%20Business%20Development/Zeem%20Solutions/Signed%20Contracts/Zeem%20Solutions%20-%20Moreland%20Appendix%202%20%5BCRM%20MVP%20Phase%201%5D.pdf company Zeem Solutions, LLC project_name Zeem CRM MVP (Phase 1) contact_person Al Barner contract_type fixed_fee hourly_rate — estimated_hours — total_fee_estimate 50000.0 brief_project_description Delivery of an MVP-grade CRM on Zeem’s imported Salesforce data. start_date 2026-10-19 extracted_at 2026-10-30T02:20:21.306337+00:00 raw_text_preview 1960 C ASE PARKWAY S TWINSBURG , OHIO 44087 APPENDIX 2 Zeem CRM MVP (Phase 1) October 19, 2026 This Appendix 2 is issued under, and is subject to the terms of, the Consulting Services Agreement between MorelandConnect, LLC (“Moreland”) and Zeem Solutions, LLC (“Zeem”) dated August 18, 2026 (the “Agreement”). Background Under Appendix 1 (Zeem AI Platform Discovery Project), Moreland and Zeem began a fixed -fee Discovery engagement of $50,000 to convert Zeem’s AI platform vision into working AI use cases and to provide direction on Zeem’s CRM path. The Discovery work moved faster than planned, and Zeem has decided to move directly from Discovery into building its own CRM on its Salesforce data, as the first working use case on Zeem’s governed data platform with Claude at the center. Accordingly, the parties agree that: • Appendix 1 is completed early as of the effective date of this Appendix 2, at the $25,000 already paid by Zeem. • The second $25,000 payment under Appendix 1 will not be invoiced, and those funds are redirected to this Appendix 2. • For the work under this Appendix 2, the terms below replace Appendix 1’s $250 per hour rate for change requests, its deemed completion terms, and its out -of-scope list. This Appendix 2 covers only Phase 1 of the Zeem CRM initiative. The second phase (Production CRM and Company Brain), including production hardening, ongoing support, enhancements, and additional functionality, is anticipated to be addressed under a separate Appendix 3, su bject to mutual agreement regarding scope, schedule, fees, and execution by both parties. Moreland has no obligation to commence Phase 2 services unless and until Appendix 3 has been exe- cuted. Docusign Envelope ID: 8C63F5D3-B306-8AEF-814D-83D01F7B0D1E 1960 C ASE PARKWAY S TWINSBURG , OHIO 44087 Project Objectives, Approach, and Scope Project Objectives This Appendix targets the deliver y of an MVP -grade CRM on Zeem’s file_created_at 2026-10-24T19:09:31+00:00 file_modified_at 2026-10-24T19:09:31+00:00 created_by Jeff Kavlick modified_by Jeff Kavlick _dlt_meta —
	toggl	171715033	MVP Phase 1	1.00	fuzzy+embedding	Active
Source Record bronze_toggl_projects id 171715033 workspace_id 5511582 client_id 56079384 name MVP Phase 1 is_private — active No updated_at — created_at 2021-07-16T17:17:52+00:00 color #e36a00 billable Yes template — auto_estimates — rate 175.0 currency USD recurring — actual_hours — actual_seconds — client_name — status —

MVP Phase 1

Source Mappings (3)

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