OPTIONAL MANAGED SPECIALTY · FROM +$500/MONTH
Build the handoffs your business actually needs.
For more complex intake and operations, we scope custom workflows that make responsibilities, approvals and exceptions visible.
Integrations are possible subject to API access and feasibility; quoted after scoping. Standard workflows remain included in Foundation.
Inquiry workspace
Website02
Inquiry03
Follow-up
WHAT WE MANAGE
Advanced Automations in practical terms.
We agree on the scope, connect what is available, test the customer journey and review performance with a person accountable for the work.
Workflow design and approvals
Advanced lifecycle journeys and exception handling
Possible Jobber, Housecall Pro, ServiceTitan or QuickBooks connections
Testing, monitoring and ongoing maintenance
THE DELIVERY PROCESS
Configured, tested and maintained.
We review approved assets and access, implement within the agreement, test edge cases and refine based on what the system shows. Material customer-facing changes receive human review.
Integrations are possible subject to API access and feasibility; quoted after scoping. Standard workflows remain included in Foundation.
QUESTIONS
Know the boundaries before kickoff.
Is the CRM an extra charge?
No. The configured standard CRM, pipeline, inbox, forms, calendar, follow-up and review tools belong in Foundation.
Is ad spend included in Growth?
No. The $1,098 monthly total is $299 Foundation plus $799 managed advertising. You fund the Google or Meta media budget separately.
Are texts, phone calls and AI unlimited?
No. Communication, phone, email, AI, domain and third-party usage or fees may be separate according to the agreement.
A PRACTICAL NEXT STEP
Let’s map the next step.
See how the system could fit your current workflow before choosing a plan.