Launching Fall 2027

Workflow Bundles

Pricing is based on the number of systems installed, the number of tools connected, and the level of routing, approvals, and oversight required. Every bundle below starts at its Lite tier. Full Lite / Standard / Advanced breakdowns are one click away.

Bundle A: Owner Clarity Pack

Executive Briefing Automation + AI Reporting and Dashboard Layer

Starting at $4,500setupfrom $350/mo managed ops

Data sources: GA4, Meta, Google Ads, CRM, call tracking, booking/scheduling. Delivery: email or Slack.

Lite

$4,500–$6,000 setup

$350–$650/mo managed ops

Best for: Owners who need clarity fast

1 daily briefing, basic KPI rollup, simple weekly summary, basic documentation.

Typical integrations: 1–2 data sources (GA4 or forms), email delivery.

Standard

$6,000–$8,500 setup

$650–$1,100/mo managed ops

Best for: Businesses running ads and needing better decisions

Daily briefing + weekly KPI summary, basic anomaly flags, reporting improvements, team training (1 session).

Typical integrations: 3–5 sources (GA4, Meta, Google Ads, CRM optional), Slack or email delivery.

Advanced

$8,500–$11,000 setup

$1,100–$1,750/mo managed ops

Best for: Multi-channel marketing with complex tracking

Daily briefing + weekly and monthly reporting, anomaly alerts, dashboard layer, role-based reporting, tighter QA.

Typical integrations: 6+ sources (GA4, ads, CRM, call tracking, booking), multiple delivery channels.

Book an Early Access Demo

Bundle B: Lead Capture Pack

Lead Response and Qualification System + Inbox Command Center

Starting at $6,500setupfrom $500/mo managed ops

Lead capture: forms and/or chat. Routing: single team, multi-team, or multi-location. Follow-up: email and/or SMS.

Lite

$6,500–$9,000 setup

$500–$850/mo managed ops

Best for: Basic lead response improvements

Form to inbox/CRM routing, instant email reply, basic lead tagging, 1 inbox triage.

Typical integrations: Website form + email + lead sheet/CRM.

Standard

$9,000–$13,500 setup

$850–$1,500/mo managed ops

Best for: Businesses that need better lead handling

Qualification flow, routing rules, email + SMS follow-up, booking link handoff, inbox assistant with task creation.

Typical integrations: CRM + scheduling + email + SMS + basic segmentation.

Advanced

$13,500–$18,000 setup

$1,500–$2,500/mo managed ops

Best for: High lead volume or multiple departments

Multi-path qualification, department routing, review gates, escalation rules, multi-inbox management, reporting on lead quality.

Typical integrations: CRM custom fields, multiple inboxes, call tracking, booking, team routing.

Book an Early Access Demo

Bundle C: Operations Pack

Executive Briefing + Lead Response + Inbox Command Center

Starting at $9,500setupfrom $1,250/mo managed ops

Teams: 1 department, 2–3 departments, or 4+ departments. Governance: basic, review gates, or audit logs.

Optional add-on (Call and Meeting Intelligence): Setup +$2,500–$6,000, Monthly +$250–$850/mo. Depends on call volume + CRM integration.

Lite

$9,500–$14,000 setup

$1,250–$2,250/mo managed ops

Best for: SMBs that want the full system without complexity

Daily briefing, basic reporting layer, lead response flow, inbox assistant, 1 team training.

Typical integrations: 3–5 sources, simple routing, single inbox.

Standard

$14,000–$22,000 setup

$2,250–$3,000/mo managed ops

Best for: Businesses scaling lead flow and accountability

Full brief + reporting, qualification + routing, task creation, basic dashboards, monthly improvement cycle.

Typical integrations: 6–8 integrations (GA4, ads, CRM, SMS, booking, call tracking optional).

Advanced

$22,000–$35,000 setup

$3,000–$3,750/mo managed ops

Best for: Multi-location or high-volume operations

Role-based reporting, advanced routing, audit logs, review gates, multi-inbox, anomaly alerts, quarterly ROI review.

Typical integrations: 8+ integrations, multiple departments, stricter governance.

Book an Early Access Demo

What's included in every managed retainer

Monitoring and quality checks of workflows
Prompt and logic tuning as real usage evolves
Fixes for broken connections and tool changes
Workflow improvements per month (Lite: 1, Standard: 2, Advanced: 3)
Monthly reporting summary and next-step recommendations
Quarterly ROI review (Standard and Advanced)

Out of scope (quoted separately):

New department rollouts
Major workflow rebuilds
Tool migrations or CRM replacements

Prefer to build a custom system instead of a bundle? See Productized Systems →

Book an Early Access Demo