Launching Fall 2027

Productized Systems

Five à la carte systems, each scoped with a clear Lite / Standard / Advanced tier. Install one on its own, or combine several. See Workflow Bundles for packaged pricing.

Executive Briefing Automation

Daily morning and evening summaries that roll up leads, sales, operations, and marketing KPIs into plain English.

Saves leadership time and makes decisions faster.

We deliver a simple daily briefing (email or Slack) that tells you what happened, what matters, and what to do next. No dashboards. No digging.

Morning briefing (daily)
Optional evening wrap-up (daily or weekly)
KPI rollups from key tools (ads, web, CRM, lead sources)
Plain-English insights + action items
Setup of delivery channels and formatting
Basic documentation + training

Starting at $1,500setupfrom $250/mo managed ops

Lite

$1,500–$2,500 setup

$250–$450/mo managed ops

Best for: 1–2 data sources, owner-only briefing

Core briefing setup, single recipient.

Standard

$2,500–$4,500 setup

$450–$850/mo managed ops

Best for: 3–5 sources, daily + weekly recap, basic anomaly flags

Broader source coverage, recurring recap cadence.

Advanced

$4,500–$7,500 setup

$850–$1,500/mo managed ops

Best for: 6+ sources, role-based briefings, alerts, deeper decision logic

Full multi-source rollup with alerting and role-based delivery.

What affects cost:

Number of data sources connected (GA4, Meta, Google Ads, CRM, call tracking, booking)
Number of recipients or departments
Alert logic and escalation requirements
Reporting cadence and customization

Book an Early Access Demo

AI Inbox + Communication Assistant

Triage inboxes, summarize threads, draft responses, and create tasks by urgency and department.

Faster replies, fewer dropped balls.

We create an inbox workflow that sorts incoming messages, summarizes threads, drafts replies, and routes tasks to the right person. AI drafts. Humans approve where needed.

Inbox triage rules (lead, customer, urgent, billing, vendor, etc.)
Thread summaries + "what matters" highlights
Draft responses aligned to your brand tone
Task creation in CRM or project tool
Escalation rules when AI is uncertain
Basic documentation + training

Starting at $2,000setupfrom $350/mo managed ops

Lite

$2,000–$3,500 setup

$350–$650/mo managed ops

Best for: 1 inbox, basic triage + drafts

Single-inbox triage and drafting.

Standard

$3,500–$6,500 setup

$650–$1,100/mo managed ops

Best for: 1–2 inboxes, task routing, response templates by category

Routing rules plus categorized response templates.

Advanced

$6,500–$10,000 setup

$1,100–$1,900/mo managed ops

Best for: 3+ inboxes, multi-team routing, review gates, audit logs

Full multi-team inbox command center with governance.

What affects cost:

Number of inboxes and teams involved
Complexity of routing rules
Required approval gates or audit logging
CRM or task tool integration depth

Book an Early Access Demo

Lead Response + Qualification System

Website assistant or form routing that qualifies leads, sends instant first-touch follow-up, and hands off to booking.

Captures leads while intent is high.

We stop leads from going cold by responding instantly, qualifying them with a clean flow, routing them to the right pipeline, and handing off to booking.

Lead capture flow (smart form or website assistant)
Qualification questions (service, location, urgency, etc.)
Instant first-touch follow-up (email, optional SMS)
Routing into CRM or lead sheet with tags
Booking handoff logic (calendar or intake call)
Basic reporting on lead volume and response time
Documentation + training

Starting at $3,500setupfrom $500/mo managed ops

Lite

$3,500–$6,000 setup

$500–$850/mo managed ops

Best for: Basic routing + email follow-up, single service pipeline

Single-pipeline routing with email follow-up.

Standard

$6,000–$10,000 setup

$850–$1,500/mo managed ops

Best for: Multi-path qualification, email + SMS, booking handoff

Multi-path qualification with SMS and booking handoff.

Advanced

$10,000–$18,000 setup

$1,500–$2,750/mo managed ops

Best for: Multi-location or multi-team routing, review gates, lead scoring

Full multi-team routing with lead scoring and review gates.

What affects cost:

Lead volume and complexity of qualification
CRM complexity (custom fields, multiple pipelines)
SMS and scheduling requirements
Lead scoring, escalation rules, and reporting depth

Book an Early Access Demo

AI Reporting + Dashboard Layer

Daily, weekly, and monthly summaries that pull from multiple tools and flag anomalies.

Clarity without drowning in dashboards.

We create an owner-friendly reporting layer that turns your marketing and operations data into clear summaries. It flags what changed, what matters, and what to do next.

Daily, weekly, and monthly reporting cadence (based on tier)
Cross-tool rollups (web, ads, leads, CRM, calls)
Anomaly flags (spend spikes, lead drops, conversion changes)
Simple top-line dashboard view (optional)
Documentation + training

Starting at $2,500setupfrom $350/mo managed ops

Lite

$2,500–$4,500 setup

$350–$650/mo managed ops

Best for: 1–2 tools, weekly summary + basic monthly

Weekly summary with a basic monthly rollup.

Standard

$4,500–$8,000 setup

$650–$1,250/mo managed ops

Best for: 3–5 tools, daily summary + anomaly flags

Daily summary cadence with anomaly detection.

Advanced

$8,000–$14,000 setup

$1,250–$2,250/mo managed ops

Best for: 6+ tools, dashboard + role-based reporting + deeper insights

Full dashboard layer with role-based reporting.

What affects cost:

Number of tools connected
Depth of data normalization (matching names, stages, sources)
Complexity of anomaly logic
Number of reporting audiences (owner vs. team vs. department)

Book an Early Access Demo

Call + Meeting Intelligence

Call summaries, follow-up drafts, searchable notes, and objection tracking.

Cleaner follow-up and better close rates.

We turn calls and meetings into usable output: summaries, tasks, follow-ups, and insight tracking. Nothing gets lost, and follow-up becomes consistent.

Call and meeting summaries
Action items and task creation
Follow-up email drafts
Searchable call notes and tags
Objection or theme tracking
Basic reporting on outcomes and recurring patterns
Documentation + training

Starting at $2,500setupfrom $250/mo managed ops

Lite

$2,500–$4,500 setup

$250–$550/mo managed ops

Best for: 1 team, low call volume, summaries + follow-ups

Core call summaries and follow-up drafts.

Standard

$4,500–$8,000 setup

$550–$1,100/mo managed ops

Best for: Multi-user, CRM sync, objection tracking, reporting

CRM-synced tracking with objection/theme reporting.

Advanced

$8,000–$14,000 setup

$1,100–$2,000/mo managed ops

Best for: Multiple teams, coaching insights, advanced tagging, dashboards

Full multi-team coaching insights and dashboards.

What affects cost:

Call volume per week
Number of users and teams
CRM integration depth
Need for coaching insights and dashboards

Book an Early Access Demo

Governance and Safety Layer

Recommended for most clients.

Human review gates, audit logs, permissions hardening, and escalation rules.

Setup $500–$1,500 · Monthly $150–$450/mo

Want these bundled together at a better rate? See Workflow Bundles →

Book an Early Access Demo