


Enterprise Level Insights & Strategy
You know AI can do great things. But it's a lot. This deep dive into your business — and your industry — helps forge your path forward. Where do you stand against your competitors? Where are the opportunities?
Our smart assessment benchmarks your business against your market, giving you a clear plan for your next steps — whether you move forward with us or on your own.

Digital Systems & Automation
You know you need better systems. You just don't need another rabbit hole of tools, options, and tech decisions. We sort through it, pick what fits, and get it running — without blowing up how your business already works.

Specialized AI Agent Creation
Stop the repetitive work. We create and implement custom AI agents- your new digital helpers- to take our specific, repetitive jobs, from admin processing to content creation, freeing up your and your team for the high-value work.


We assess your business, brand, messaging, and systems to understand what’s working, what’s broken, and where the real opportunities are.
You leave with documented strategy and clear direction, whether you execute with us or not.
Once priorities are clear, we design and implement the systems that remove friction: lead handling, follow-up, intake, automation, and internal workflows.
Everything is built to fit how your business actually operates, not the other way around.
As your business evolves, we refine, expand, and optimize. Sometimes that’s ongoing advisory. Sometimes it’s targeted builds. Sometimes it’s stepping in as an extension of your team.
The goal stays the same: less guesswork, more leverage.
$1,500 – $2,500 one-time
Best for: someone who needs a clean foundation and basic automation without going crazy.
Includes:
Sub-account setup + white-label config
Domain connection + email sending setup (SPF/DKIM/DMARC guidance)
Pipeline build (1 pipeline)
Calendar setup (1 calendar)
Form + basic lead capture
2 workflows (simple automations)
Basic snapshot-style structure
1 training call (60–90 mins)
7-day post-launch support
$3,500 – $6,500 one-time
Best for: service businesses that want a real intake + nurture + booking machine.
Includes:
Everything in Starter
Full intake system:
A: 1 long intake form + 1 short form
B: Appointment booking logic + confirmations
Website / funnel build:
A: 1 landing page (or mini funnel: opt-in + thank you)
CRM system build:
A: pipelines + stages + automations mapped
Email + SMS nurture system:
A: 5–10 email templates
B: 5–10 SMS templates
Tagging + segmentation setup
Reporting dashboard basics
2 training calls
14-day post-launch support
6–10 workflows (lead capture, booking, reminders, follow-ups)
$8,000 – $15,000 one-time
Best for: teams who want HighLevel to run sales + onboarding + client ops.
Includes:
Everything in Growth Build
Multi-step automations + routing:
A: conditional logic
B : lead source traking
C : internal notifications / assignment
Onboarding workflows:
A: contracts + forms + intake
B : task creation
C : internal handoff process
2–3 funnels or website pages
More advanced reporting / attribution setup
15–25 workflows total
4 training calls (team training)
Loom training library
30-day post-launch support
Includes:
Up to 2 hours support/month
small edits, fixes, light workflow updates
troubleshooting + deliverability monitoring
Includes:
Up to 5 hours/month
monthly optimization call
workflow improvements + new nurture sequences
funnel iteration support
Includes:
ongoing new builds
full automation expansion
funnel creation, CRM evolution
team enablement + process documentation
Extra workflow build: $150–$350 each
Funnel / landing page: $500–$1,500
Email template pack (10): $300–$800
SMS template pack (15): $200–$500
Reputation management setup: $300–$800
AI chatbot setup: $500–$2,000
Voice AI agent setup (Vapi + GHL): $2,000–$7,500
Stripe payments + order form build: $300–$1,000
Migration from another CRM: $1,500–$5,000
If you’re selling access (white-label) separately:
$97/mo — 1 user / 1 location
$249/mo — up to 3 users
$497/mo — up to 10 users
Optional:
$2,000 Done-For-You Setup (one-time)

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1. Platform Setup
HighLevel account configuration
Domain, DNS, email, calendar, and Stripe setup
2. Funnel Buildout
1 custom-built landing page (lead magnet, service offer, or intake form)
Thank-you page with optional redirect or upsell
3. CRM & Automation
Pipeline setup with custom stages and tags
Automation: form submission → pipeline update → calendar booking → email response
4. Email System
3 branded email templates (inquiry reply, onboarding, follow-up)
5. Optional Feature
SAAS pricing structure (if applicable)
Add-On for Funnel Setup Clients — $1,500 per brand
Everything in the Funnel Setup plan, plus a full website build and expanded systems to support inbound traffic and client workflows.
1. Website Buildout
4-page website: Home, About, Services, Contact
Built using a responsive, modern GHL template
Privacy Policy and Terms pages included for compliance
Copy implementation support (client provides draft copy)
2. Email Templates
2 additional branded email templates (total of 5)
3. CRM & Automation Expansion
Advanced CRM logic with conditional flows based on service types or funnel entry points
Enhanced tagging, routing, and segmentation
4. Final QA & Launch
End-to-end system testing (forms, automations, email, calendar, Stripe)
Add-On for Website + System Setup Clients — $3,000 per brand
Live, personalized training to help you use and manage your system confidently.
1-hour session — $250
2-session bundle — $450
3-session bundle — $600
Covers:
CRM and lead management
Editing website or funnel content
Automation troubleshooting
Email campaign setup
Best practices for sales and onboarding workflows
Add-on // Monthly Support & Maintenance — $750/month
Includes:
1 live strategy/training call per month (60 mins)
2 hours of implementation (site edits, automations, CRM updates)
GHL tech support (within reason)
Lead tracking cleanup, tagging updates, email optimizations
Recommendations and small requests prioritized
Add-on // Coworking & Hands-On Team Training — $250/hour
Includes:
Building or editing pipelines together
Writing and testing automations live
Email setup with your team watching + learning
Onboarding your assistant or team on managing the system
1. Assessment of Needs
Would you like to start with a strategy call or mini assessment before committing to a package?
(This helps define goals, priorities, and whether a funnel or full website is best.)
2. Branding Assets
Do you already have a finalized logo, style guide, or preferred colors/fonts?
Are there existing websites or brands you admire that we should use for visual direction?
3. Design Expectations
This proposal assumes use of refined templates for design.
→ Will you require custom visual design, custom layouts, or non-standard elements?
→ Do you want advanced visuals (e.g., parallax effects, animation, hover features)?
4. Discovery Workshop Option
Would you benefit from a deeper strategy/discovery workshop to map messaging, brand voice, offer clarity, or positioning?
→ If so, we can schedule a 90-minute session as a separate billable item. (Typical add-on: $500–$750 depending on depth.)
5. Team Involvement & Workflow
Who from your team (if anyone) will be involved in the content, review, and decision process?
Do you have deadlines or launch windows we should know up front?