05 — Signature Asset
Transformatio al
AI strategy
& implementation.
Transformational strategy and AI tech implementation for your business — with humans at the wheel.
05 — Signature Asset
Transformational
AI strategy
& implementation.
Transformational strategy and AI tech implementation for your business — with humans at the wheel.
05 — Signature Asset
Transformational
AI strategy
& implementation.
Transformational strategy and AI tech implementation for your business — with humans at the wheel.
THE CORE ISSUE
Most AI implementations fail because companies start with tools.
Businesses buy software first and then try to force a use case. This leads to wasted budget, frustrated teams, and disconnected systems that create more work instead of less.
We start with diagnosis.
THE CORE ISSUE
Most AI implementations fail because companies start with tools.
Businesses buy software first and then try to force a use case. This leads to wasted budget, frustrated teams, and disconnected systems that create more work instead of less.
We start with diagnosis.
THE CORE ISSUE
Most AI implementations fail because companies start with tools.
Businesses buy software first and then try to force a use case. This leads to wasted budget, frustrated teams, and disconnected systems that create more work instead of less.
We start with diagnosis.
Diagnosis before deployment.
You know AI can do great things. But it’s a lot. Our Before the Build Reports benchmark your business against your market, letting you know where you stand against your competitors and where there are unique opportunities.
Our reports are customized to your brand, giving you a clear path for your next steps, whether you move forward with us or on your own.
Marketing & Positioning
Before the Build Report 1
$825
This proprietary report is most valuable for your marketing needs. Excellent marketing involves clearly identifying your business differentials. This report takes a deep dive into your business and your industry, letting you know where there are opportunities.
Insights from this report enable better:
Content strategy: writing content around your actual differentiators, not guesses
Website messaging: sharpen your copy to stand out
Sales conversations: give your team language for "why us" that's backed by research
Positioning decisions: know which market gaps are yours to claim before a competitor claims them first
Brand voice development: build tone and messaging pillars around real differentiation, not assumptions
PR and partnerships: pitch media and partners with a sharper, more credible story
Campaign planning: build launches and promotions around your strongest, most defensible angle
GEO & AI VISIBILITY
Before the Build Report 2
$1,350
Do you want Claude, ChatGPT, Gemini, Perplexity or others to recommend your brand? It's called GEO — when your brand shows up as a recommendation in these tools, and there are levers to pull that make this more possible.
This report tells you what to do on your website to make your brand more findabale on AI tools. We feel this report is almost mandatory for any brand that wants to begin this process. And becoming seen on LLMs is a process, which starts with your website.
The report includes information on:
Website structural changes: know exactly what to fix in your site architecture, schema, and content so AI tools can parse and trust it
Content prioritization: decide what pages, FAQs, and topics to build first for maximum AI visibility
Baseline benchmarking: see exactly where you rank today across Claude, ChatGPT, Gemini, and Perplexity, so progress is measurable
Technical roadmap: hand your dev/web team a clear punch list instead of vague "improve SEO" instructions
Competitive positioning: see who's already showing up as "the recommendation" in your category and what's letting them win
Long-term visibility strategy: treat GEO as an ongoing process with a clear starting point, not a one-time fix
Diagnosis before deployment.
You know AI can do great things. But it’s a lot. Our Before the Build Reports benchmark your business against your market, letting you know where you stand against your competitors and where there are unique opportunities.
Our reports are customized to your brand, giving you a clear path for your next steps, whether you move forward with us or on your own.
Marketing & Positioning
Before the Build Report 1
$825
This proprietary report is most valuable for your marketing needs. Excellent marketing involves clearly identifying your business differentials. This report takes a deep dive into your business and your industry, letting you know where there are opportunities.
Insights from this report enable better:
Content strategy: writing content around your actual differentiators, not guesses
Website messaging: sharpen your copy to stand out
Sales conversations: give your team language for "why us" that's backed by research
Positioning decisions: know which market gaps are yours to claim before a competitor claims them first
Brand voice development: build tone and messaging pillars around real differentiation, not assumptions
PR and partnerships: pitch media and partners with a sharper, more credible story
Campaign planning: build launches and promotions around your strongest, most defensible angle
GEO & AI VISIBILITY
Before the Build Report 2
$1,350
Do you want Claude, ChatGPT, Gemini, Perplexity or others to recommend your brand? It's called GEO — when your brand shows up as a recommendation in these tools, and there are levers to pull that make this more possible.
This report tells you what to do on your website to make your brand more findabale on AI tools. We feel this report is almost mandatory for any brand that wants to begin this process. And becoming seen on LLMs is a process, which starts with your website.
The report includes information on:
Website structural changes: know exactly what to fix in your site architecture, schema, and content so AI tools can parse and trust it
Content prioritization: decide what pages, FAQs, and topics to build first for maximum AI visibility
Baseline benchmarking: see exactly where you rank today across Claude, ChatGPT, Gemini, and Perplexity, so progress is measurable
Technical roadmap: hand your dev/web team a clear punch list instead of vague "improve SEO" instructions
Competitive positioning: see who's already showing up as "the recommendation" in your category and what's letting them win
Long-term visibility strategy: treat GEO as an ongoing process with a clear starting point, not a one-time fix
What we build.
Purpose-built solutions designed to solve actual business problems.
INSIGHTS & STRATEGY
A deep dive that benchmarks your business and creates a clear path forward.
AI opportunity analysis
Business workflow review
Strategy roadmap
SYSTEMS & AUTOMATION
A deep dive that benchmarks your business and creates a clear path forward.
Automation planning
Workflow implementation
Platform setup
AI AGENTS
A deep dive that benchmarks your business and creates a clear path forward.
AI assistant design
Internal automation
Custom workflows
What we build.
Purpose-built solutions designed to solve actual business problems.
INSIGHTS & STRATEGY
A deep dive that benchmarks your business and creates a clear path forward.
AI opportunity analysis
Business workflow review
Strategy roadmap
SYSTEMS & AUTOMATION
The right tools, chosen and running without disrupting existing workflows.
Automation planning
Workflow implementation
Platform setup
AI AGENTS
Custom digital helpers that take on repetitive work and free your team.
AI assistant design
Internal automation
Custom workflows
Why diagnosis matters.
Better outcomes
Starting with diagnosis ensures we solve the right problems. We map your workflows first, so the technology we implement actually saves time instead of creating new bottlenecks.
Unified systems
One cohesive platform always beats a dozen disconnected tools. We build integrated systems that work together seamlessly, eliminating data silos and redundant work.
"Technology should adapt to your business,not the other way around."
Why diagnosis matters.
Better outcomes
Starting with diagnosis ensures we solve the right problems. We map your workflows first, so the technology we implement actually saves time instead of creating new bottlenecks.
Unified systems
One cohesive platform always beats a dozen disconnected tools. We build integrated systems that work together seamlessly, eliminating data silos and redundant work.
"Technology should adapt to your business,not the other way around."
Ready to see where AI fits?
No cost, no commitment — find out if your business is ready before spending
anything.
Our Packages
Option A — Starter Setup (Essentials)
$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
Option B — Done-For-You Growth Build (Core System)
$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)
Option C — Premium “Sales + Ops System” Build (Full Operating System)
$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 creationC : 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
Monthly Support & Optimization (Recommended)
Maintenance
$497/month
Includes:
Up to 2 hours support/month
small edits, fixes, light workflow updates
troubleshooting + deliverability monitoring
Growth Partner
$997/month
Includes:
Up to 5 hours/month
monthly optimization call
workflow improvements + new nurture sequences
funnel iteration support
Fractional Systems
$1,997/mo –$3,500/mo
Includes:
ongoing new builds
full automation expansion
funnel creation, CRM evolution
team enablement + process documentation
Add-Ons (A la carte)
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
Your Subscription Pricing (Platform Only)
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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Plan 1 // GHL Funnel Setup // $3,000
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
Plan 2 // GHL Website + System Setup // $5,500
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
Add-on // Plan 2 // GHL Training Sessions
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
Consideration Questions to Clarify Scope
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?