Goodwick
Business Engineering & Advisory
Revised Engagement Proposal
Old Compass Financial
Joel Good, Managing Director  ·  March 2026

Following our initial proposal and your feedback, Goodwick has simplified the engagement structure. This revised proposal focuses on what matters most right now: rebuilding Old Compass Financial’s digital presence with a professional website, and making additional support available on an ad hoc basis as needs arise — with no retainer obligation.

This is a straightforward, project-based relationship. You get what you need, when you need it, with no surprises.

A full rebuild of oldcompassfinancial.com on the Squarespace platform — professional, mobile-optimized, and easy for the Old Compass team to maintain independently after handoff.

What’s Included
Website ArchitectureSitemap, page structure, and content hierarchy designed for credibility and conversion
Full Design BuildClean, modern design system aligned to Old Compass brand colors and identity
CopywritingAll page copy written by Goodwick across every page
Page CountUp to 10 pages — Home, About / Our Story, The 5 Cs, Team, Services, Process, Industries, FAQ, Why Us, Contact
Mobile OptimizationFully responsive across desktop, tablet, and mobile
CMS HandoffSquarespace configured for easy independent maintenance post-launch
SEO / AEO / GEO BasicsMeta titles, descriptions, and page structure configured for traditional search, AI-powered answer engines (Perplexity, ChatGPT, Google SGE), and generative engine optimization
GA4 & Search ConsoleGoogle Analytics 4 and Google Search Console connected and configured
Domain TransferCoordination of domain transfer or DNS setup to new platform
Website Redesign — Fixed Project Fee
Full build as described above  ·  Squarespace subscription (~$300/yr) billed to client  ·  All logins, permissions, and account access transferred to Old Compass Financial upon project completion
$3,500

Invoiced 50% at engagement start, 50% upon delivery. Estimated timeline: 4–6 weeks from kickoff.

Beyond the website project, Goodwick is available for additional work on an as-needed basis. No retainer required — engage for exactly what you need, when you need it.

Ad Hoc Hourly Rate
Strategy · Brand · Marketing · Automation · Operations
$150/hr
What Ad Hoc Hours Can Cover
Brand & Collateral
Brand standards guide, infographic series, document templates, presentation systems, print materials
SEO / AEO / GEO
Competitive keyword audit, FAQ architecture, optimization for traditional search, AI answer engines, and generative platforms
Content & LinkedIn
Ghostwriting, LinkedIn posts, thought leadership articles, email newsletters, case studies
Technology & Automation
Microsoft Copilot setup, workflow automation, CRM configuration (Bigin by Zoho)
Business Strategy
Competitive intelligence, pricing strategy, service line expansion, B2B partnership planning
Operations
SOP documentation, KPI dashboards, communication templates, onboarding materials

Hours invoiced monthly on actuals with a brief summary of work completed. Fixed-fee quotes available for larger discrete projects on request.

ItemDetailsInvestment
Website Redesign Full build on Squarespace, up to 10 pages, copywriting, SEO/AEO/GEO basics, GA4/GSC setup. All logins and permissions transferred to client on delivery. $3,500 fixed
Ad Hoc Services Brand, content, automation, strategy, operations — as needed $150 / hr
Squarespace Hosting Billed directly to Old Compass Financial upon project completion ~$300/yr

No minimum commitment beyond the website project. Ad hoc work is engaged as needed and invoiced monthly on actuals. Fixed-fee quotes available for larger scopes on request.

  1. Schedule a brief call to confirm scope and kick off the website project
  2. Share existing brand assets — logo files, any photography, current templates
  3. Confirm Squarespace subscription setup (Goodwick will guide this)
  4. Execute a simple one-page engagement agreement and initiate the build
Goodwick
Business Engineering & Advisory
jesse@goodwick.biz
goodwick.biz
203-788-0322
Old Compass Financial
 
Joel Good, Managing Director
joel.good@oldcompassfinancial.com
704-490-0231
This proposal is confidential and prepared exclusively for Old Compass Financial.  ©2026 Goodwick. All rights reserved.