05 — Signature Asset

Transformational AI strategy

& implementation.

Transformational strategy and AI tech implementation for your business — with humans at the wheel.

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.

Before the Build Reports

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 sharpens two things at once: how you position yourself in your market, and where AI actually fits in your business. Excellent marketing starts with clearly identifying your business differentials. This report takes a deep dive into your business and your industry, letting you know where there are opportunities and how to act on them.

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

  • AI Strategy: know where and how AI can be implemented within your business to support your goals.

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.

  • AI opportunity analysis

  • Business workflow review

  • Strategy roadmap

AI AGENTS

A deep dive that benchmarks your business and creates a clear path forward.

  • AI opportunity analysis

  • Business workflow review

  • Strategy roadmap

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 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

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?