Payment ledger & delivery summary
Prepared for Joan Pate and Natalie Pate-Wagner. This statement covers every payment on the Pate Team website engagement since service began in January 2026, verified line by line against the payment processor, along with a summary of everything delivered to date.
Prepared September 2, 2026 by Daniel Souza, Element5 Creative
The ledger
| Date | Item | Status | Amount |
|---|---|---|---|
| Jan 26, 2026 | Website setup fee One time, with 50% discount applied |
Paid | $1,000.00 |
| Jan 26, 2026 | Monthly plan, January | Paid | $397.00 |
| Feb 26, 2026 | Monthly plan, February | Paid | $397.00 |
| Mar 26, 2026 | Monthly plan, March | Paid | $397.00 |
| Apr 26, 2026 | Monthly plan, April | Paid | $397.00 |
| May 26, 2026 | Monthly plan, May | Paid | $397.00 |
| Jun 26, 2026 | Monthly plan, June | Paid | $397.00 |
| Jul 26, 2026 | Monthly plan, July | Paid | $397.00 |
| Aug 26, 2026 | Monthly plan, August Payment did not go through; that subscription has since ended |
Declined | $397.00 |
| Sep 2, 2026 | Monthly plan, August cycle Invoice E5-000039, issued to Joan, due on receipt |
Due | $397.00 |
| Total paid to date | $3,779.00 | ||
Delivered to date
Your website, live on your domain
A fully custom eight page site at thepateteamrealestate.com: home, about, services, testimonials, resources, and contact, built to BHHS brand standards and mobile ready. Searching Joan's name on Google now brings it up on page one.
IncludedJoan's Hall of Achievement
A dedicated award showcase on the About page: the interactive career timeline from 1974 to today, the award wall gallery, and Joan's updated professional bio.
IncludedFour buyer & seller guides
Professionally designed PDF guides with real, sourced 2026 market data: the Utah Market Forecast, Relocation Guide, Home Seller ROI Checklist, and First Time Buyer Guide. Each carries your photos and the compliance disclaimer Joan requested.
Gifted · No chargeYour client database, built
Over 170 past clients imported and organized, including Joan's handwritten review list transcribed and entered by hand. Duplicates merged, bad email addresses fixed, and removal requests honored the same day they arrived.
Gifted · No chargeFive email designs, ready to send
A branded email suite for staying in front of your clients: quarterly market reports with real MLS data, guide showcases, and review requests. Ready whenever you want to put them to work.
Add-on serviceOngoing care, every month
Hosting, security, site edits, one larger update each month, and search engine optimization at no extra charge. Quarterly market research for the guides is handled by Element5 so the data never goes stale.
Included · $397/moBilling from here forward
All payments to date were made by Natalie, whose subscription has now ended. Billing moves to Joan so that receipts are issued in her name.
Joan's first invoice is issued today, September 2, for $397, covering the August cycle. From there, invoices arrive monthly on the 26th, beginning September 26. Once a card is on file it can run automatically, so there is nothing to remember each month.