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Zeem - Phase 2 CRM and Company Brain

project 7ee1f4dbdb628b35

Normalized: zeem phase 2 crm and company brain

hubspot moreland_contracts

Entity Properties (gold project table)

project_id

7ee1f4dbdb628b35

name

Zeem - Phase 2 CRM and Company Brain

client_id

—

billable_rate

—

canonical_metadata

—

created_at

2026-10-07 02:36:37.113703+00:00

updated_at

2026-10-07 02:36:37.113703+00:00

status

—

billable

—

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

Website Redesign Phase 2

project_manager_alias

—

lead_dev_alias

—

qa_partner_alias

—

50%

Moderate — a somewhat similar entity exists

90%

Good match quality

Source Mappings (2)

	Source	Source ID	Display Name	Confidence	Method	Status
	hubspot	65730647708	Zeem - Phase 2 CRM and Company Brain	1.00	fuzzy+embedding	Active
	moreland_contracts	98deb747d2633d44cf4dad7a5331bfb6	Zeem Production CRM and Company Brain (Phase 2)	0.80	fuzzy+embedding	Active
Source Record bronze_moreland_contracts_ma_project_contracts file_hash 98deb747d2633d44cf4dad7a5331bfb6 file_name Zeem Solutions - Moreland Appendix 3 [Production CRM and Company Brain Phase 2].docx file_path https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B08E1ACDE-436F-4CD1-B8ED-A13AC80478A3%7D&file=Zeem%20Solutions%20-%20Moreland%20Appendix%203%20[Production%20CRM%20and%20Company%20Brain%20Phase%202].docx&action=default&mobileredirect=true company — project_name — contact_person — contract_type fixed_fee hourly_rate — estimated_hours — total_fee_estimate — brief_project_description — start_date — extracted_at 2026-11-01T02:09:31.472618+00:00 raw_text_preview APPENDIX 3 Zeem Production CRM and Company Brain (Phase 2) November 1, 2026 This Appendix 3 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 2 (Zeem CRM MVP, Phase 1), Moreland built and launched an MVP-grade CRM on Zeem’s imported Salesforce data, following the early completion of Appendix 1 (Zeem AI Platform Discovery Project). This Appendix 3 is executed following Zeem’s acceptance of the CRM under Appendix 2. Phase 2 hardens the CRM MVP into a production system, adds phone transcript capture, email tracking, Deal Health and the closing percentage, the credit check and the CRE map, and builds out the Knowledge Center (the “Company Brain”) with contract generation. Project Objectives, Approach, and Scope Project Objectives This Appendix turns the CRM MVP into Zeem’s production CRM and extends the Knowledge Center, within a fixed fee of $50,000, during November and December 2026. Project Approach and Timeline Before this Appendix is executed, Moreland will hold a deep-dive session with Dave Nadsady and the relevant Zeem team members on the Phase 2 scope, including the Deal Health and ICP scoring his team has developed (Motion 1 and Motion 2). Following that session, Moreland will prepare the Project Schedule attached as Exhibit A, in the same detail as Appendix 2: for each item, the date, what Moreland needs from Zeem and from whom, the finished product, and how Zeem will confirm it is done. The scope in Exhibit A will be set to fit within the $50,000 fixed fee and the November to December 2026 timeline, in the priority order Zeem sets. Any item below that the parties agree does not fit will be listed in Exhibit A as deferred to a later phase and may be added by Change Request. Al Barner and Justin Wray (or appropriate team members) will serve as the designated leads coordinating communicatio file_created_at 2026-10-19T22:04:25+00:00 file_modified_at 2026-10-19T22:05:01+00:00 created_by Jeff Kavlick modified_by Jeff Kavlick _dlt_meta —

Zeem - Phase 2 CRM and Company Brain

Source Mappings (2)

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