Choose a business problem below. See what the system would do, what we build, what your team still handles, and how the costs work. Every project starts with an agreed scope.
A new inquiry waits in the inbox. The next step gets missed.
What we set up
Capture leads, collect key details and route each inquiry to a person or booking step.
Scope, requirements & measurements
What you receive for the setup fee
A configured workflow, field mappings, follow-up rules, exception alerts, tested scenarios, and an operating guide.
What we need from your team
Access to the intake tool and CRM, approved messages, qualification rules, and a person to handle exceptions.
What is outside this starting scope
The starter scope covers one workflow and up to two compatible tools. Ad campaigns, guaranteed sales, a voice receptionist, and custom CRM development are not included. AI-written answers require an AI-assisted scope.
How we evaluate it
Response time, unhandled inquiries, and confirmed bookings. A booking link sent is not counted as a booked appointment.
A cancellation leaves an empty slot and more admin work.
What we set up
Connect reminders, cancellation alerts and an opted-in waitlist to your booking system.
Scope, requirements & measurements
What you receive for the setup fee
Configured booking rules, reminder templates, cancellation alerts, a waiting-list workflow, testing, and handoff instructions.
What we need from your team
A supported calendar, accurate availability, service rules, and permission to contact the relevant clients.
What is outside this starting scope
One defined scheduling workflow and up to two compatible tools. Multi-location scheduling, medical-data requirements, custom booking software, and guaranteed attendance require separate assessment.
How we evaluate it
No-shows, cancelled slots that are refilled, and manual coordination time.
Your team spends hours copying details into quotes.
What we set up
Turn requests into proposal drafts using approved prices and templates. Your team approves the final offer.
Scope, requirements & measurements
What you receive for the setup fee
A request-to-draft workflow, one agreed source set and template set, review rules, pilot tests, and a handoff guide.
What we need from your team
A usable catalog, current pricing, a proposal template, and a person authorized to verify the quote.
What is outside this starting scope
One AI-assisted use case and up to two compatible tools. Large catalog cleanup, custom ERP work, autonomous price changes, legal drafting, and guaranteed quote accuracy are not included.
How we evaluate it
Time to a reviewed proposal, manual preparation time, and corrections needed before sending.
Finished work stays unpaid while your team chases updates.
What we set up
Check payment status, send agreed reminders and flag disputes for a person.
Scope, requirements & measurements
What you receive for the setup fee
A configured status-checking workflow, reminder rules, exception routing, testing, and operating instructions.
What we need from your team
Reliable invoice/payment data, correct client contacts, approved reminder wording, and a person to resolve disputes.
What is outside this starting scope
One workflow and up to two compatible tools. We do not move money, provide debt-collection or legal services, resolve disputes automatically, or guarantee payment.
How we evaluate it
Overdue balances, time to payment, manual follow-up effort, and incorrect reminders.
Files arrive in different places. Nobody knows what is missing.
What we set up
Check files against your checklist and request only the missing items. People verify the results.
Scope, requirements & measurements
What you receive for the setup fee
A configured collection/checklist workflow, one agreed document source set, review rules, tested examples, and a handoff guide.
What we need from your team
A clear checklist, representative documents, approved storage and access permissions, and a person to verify the results.
What is outside this starting scope
One use case and up to two compatible tools. Large migrations, unsupported file formats, tax decisions, and verification of financial accuracy are not included. Sensitive-data requirements are assessed before acceptance.
How we evaluate it
Time to a complete file, repeated requests, manual review effort, and classification errors.
Setup creates your system. Care helps maintain it.
1 / BUILD IT ONCE
One-time setup
We configure, test and hand over your agreed system. Pay once for this scope.
2 / MAINTAIN WHAT IS BUILT
Optional monthly care
Choose ongoing checks, troubleshooting and small changes to the system already built.
3 / RUN THE TOOLS
Separate software costs
Platform subscriptions and AI or messaging usage are separate, even without our care plan.
Starting investment by service
All prices are in USD. Your written proposal confirms the final scope and price before work begins.
Lead response & follow-up
From $2,999 one-time for a rules-based workflow. AI-assisted qualification or answers start from $4,999, depending on scope.
Appointment confirmations & recovery
From $2,999 one-time for a scoped scheduling workflow.
AI-assisted quotes & proposals
From $4,999 one-time for an AI-assisted proposal workflow.
Invoice follow-up & payment visibility
From $2,999 one-time for a scoped invoice workflow.
AI-assisted document collection
From $4,999 one-time for an AI-assisted document workflow.
Custom automation
Custom project pricing is discussed separately and agreed before work begins. Optional care is scoped separately.
Optional simple-system care
From $499/month for one already-configured workflow: scheduled checks and up to two hours of support and minor changes per month. New builds and major changes are separate. No unlimited changes or 24/7 coverage; review frequency and response targets are agreed beforehand.
FOR MORE COMPLEX SYSTEMS
Complex-system care: from $1,500/month.
For multiple workflows, custom integrations or greater monitoring needs. We agree coverage, hours, response targets and exclusions in writing. Maintenance only; software and usage are separate.
A SIMPLE EXAMPLE
$2,999 once. Optional care from $499/month.
Example: pay the agreed setup fee once, then monthly care only if selected. AI-assisted setup starts from $4,999 instead; setup categories are not automatically added together.
Your proposal confirms scope, payment dates, taxes and cancellation terms. Software and usage are separate.
Payment plans are available by agreement. We’ll confirm the payment schedule before work begins.
Availability rules and a booking link or website widget.
Standard email confirmations and reminders.
No multi-staff scheduling, payments or cancellation-recovery workflow.
$1,499 one-time setup
Social Media Autoposting
Ready-to-post content, but no time to publish? Keep approved posts moving on a schedule.
One prepared-content source and up to two agreed social platforms.
Scheduling approved materials, testing and publishing-error checks.
A handoff guide so your team can manage the workflow.
Subject to platform compatibility and permissions; some steps may remain manual. Content and video creation are separate. No guaranteed reach.
From $1,499 one-time setup
Starter pricing covers one selected package, testing, a handoff guide and one consolidated in-scope revision. Social Media Autoposting starts from $1,499; its final scope and fee are agreed before work begins.
FAQ, lead capture and simple booking: typically 1–2 business days after approved materials and access, subject to compatibility and confirmed scope. Autoposting timing is agreed after a platform review.
Third-party subscriptions and usage are separate, explained before purchase. Care is optional; you can manage the setup yourself. Extra changes are quoted separately.