Home / Service packages A CLEAR PLACE TO START
Find your next step. Choose the work you want to improve. See exactly what’s included and what you’ll pay before you decide.
Prices in USD. Initial total includes setup and the first month. Monthly billing continues until canceled. Usage limits and scope are listed for each package.
Need help choosing? Book a consultation → All packages Serve more customers Get found and win inquiries Bring customers back Simplify finance work
Showing all 19 service packages.
Serve more customers Answer calls and questions. Capture inquiries and connect people with your team.
Automate Customer Service Choose this when you want phone, text, email, and chat connected in one package.
$995 /month
$1,995 setup · $2,990 initial total
Phone, SMS, email and website chat for one business 500 voice minutes and 500 digital conversations per month One knowledge base, two standard connections, booking and team handoff Two hours of monthly refinement AI Receptionists Choose this when missed calls and routine phone questions interrupt your team.
$495 /month
$995 setup · $1,490 initial total
One inbound AI receptionist and one business number 300 voice minutes per month; additional usage requires agreement FAQs, message capture, booking-link delivery and call transfer One standard calendar connection and one hour of monthly refinement AI SMS and Text Agents Choose this when customers prefer texting and your team needs consistent follow-up.
$295 /month
$795 setup · $1,090 initial total
One two-way text agent for one business 300 conversations and up to 1,000 SMS segments per month Lead qualification, approved FAQs, booking links and team alerts One standard CRM connection and one hour of monthly refinement AI Email Agents Choose this when recurring inbox questions take time away from more complex requests.
$395 /month
$995 setup · $1,390 initial total
One connected support inbox 500 inbound email conversations per month Approved FAQ responses, lead capture and exception routing Draft-first testing, one standard CRM connection, monthly review AI Website Chat Agents Choose this when website visitors need answers before they inquire or book.
$295 /month
$795 setup · $1,090 initial total
One website chat agent on one domain 500 text conversations per month Business knowledge, conversational lead capture and booking links Email lead alerts and one hour of monthly refinement Get found and win inquiries Give people a clearer path from search to your website, then to your business.
Automate Websites Choose this for a business website with more pages, an editing dashboard, and ongoing updates.
$495 /month
$2,495 setup · $2,990 initial total
Up to 8 branded responsive website pages Lead forms, one calendar connection and an editing dashboard Technical SEO, structured data and local-search foundations Hosting, monitoring and two hours of monthly site updates Business Websites Choose this for a focused business website with essential pages and a booking path.
$195 /month
$1,995 setup · $2,190 initial total
Up to 6 branded responsive pages on one domain Lead forms, service pages and one calendar connection Editing dashboard, page titles and basic structured data Hosting, monitoring and one hour of monthly updates Search Engine Optimization Choose this to improve an existing website for relevant organic and local searches.
$495 /month
$795 setup · $1,290 initial total
One website audit and one business location Optimize up to 5 existing pages per month One locally focused content brief per month Search Console reporting and monthly priorities review AI Search Visibility Choose this to make your business information clearer for AI search and source retrieval.
$595 /month
$995 setup · $1,590 initial total
One domain and one business entity Improve up to 4 answer-focused pages per month Source attribution, entity clarity and structured-data checks Monthly visibility sample and citation-readiness review; no citation guarantee Bring customers back Build a consistent flow of campaigns, creative content, and customer updates.
Automate Marketing Choose this for a coordinated mix of social content, video, and email campaigns.
$1,495 /month
$1,495 setup · $2,990 initial total
One brand and up to 3 social profiles 12 static graphics, 2 short videos and 2 email campaigns per month Monthly content calendar and approved-post scheduling Performance summary; advertising spend excluded AI-Assisted Marketing Choose this for a regular social publishing program with graphics and short video.
$995 /month
$995 setup · $1,990 initial total
One brand and up to 2 social profiles 8 static graphics and 1 short video per month Monthly campaign theme, content calendar and post scheduling One monthly performance review; ad spend excluded Content Creation, Ads and Video Choose this when you need branded creative assets for your own publishing channels.
$795 /month
$495 setup · $1,290 initial total
One brand creative kit 8 static graphics or carousel slides and 2 short videos per month Videos up to 30 seconds from approved assets or generated scenes One consolidated revision round per batch; filming and ad spend excluded Email Marketing Campaigns Choose this to keep an existing, permission-based audience connected with your business.
$495 /month
$495 setup · $990 initial total
One permission-based email audience 2 email campaigns and 1 newsletter per month Branded templates, approved copy and basic segmentation Up to 5,000 sends per month; purchased lists excluded Simplify finance work Connect records, reminders, approvals, and reporting around your finance team.
Automate Accounting Choose this when several routine finance workflows need to work together.
$2,500 /month
$6,500 setup · $9,000 initial total
Up to 3 routine finance workflows for one entity Two compatible system connections and up to 500 source documents per month Human approval queue, source links and activity history Three hours of monthly workflow refinement; no accounting advice Bookkeeping Automation Choose this to prepare source documents and suggested entries for your bookkeeper.
$995 /month
$2,500 setup · $3,495 initial total
One receipt-to-review workflow for one entity Up to 300 documents per month and one standard ledger connection Suggested categorization, document matching and exception queue One hour of monthly refinement; your bookkeeper approves entries Invoicing & Accounts Receivable Choose this to organize invoice preparation, status checks, and customer reminders.
$1,250 /month
$3,000 setup · $4,250 initial total
One invoice preparation and reminder workflow Up to 300 invoices per month and one standard billing connection Payment-status checks, approved reminders and dispute routing One hour of monthly refinement; no debt collection or payment guarantee Accounts Payable Automation Choose this to route supplier bills through checks and human approval.
$1,250 /month
$3,000 setup · $4,250 initial total
One supplier-bill review workflow Up to 300 bills per month and one standard accounting connection Duplicate checks and up to two approval stages One hour of monthly refinement; payment release remains with your team Expense & Receipt Automation Choose this to simplify receipt collection, policy checks, and manager review.
$795 /month
$2,000 setup · $2,795 initial total
One expense-intake workflow for up to 20 submitters Up to 200 receipts per month Required fields, written-policy checks and manager approval One export destination and one hour of monthly refinement Financial Reporting & Close Workflows Choose this to bring approved source data into a dashboard and report drafts.
$1,495 /month
$3,500 setup · $4,995 initial total
One entity and up to two compatible source connections One dashboard with up to 8 agreed metrics Monthly report draft and close checklist with source links Two hours of monthly refinement; finance approves all reports YOUR NEXT STEP
Let’s find a time. Close One hour to explore what AI can do for your organization. Schedule in Pacific time, or use the calendar’s time zone selector.
Your appointment is confirmed only after you complete the calendar booking and receive a confirmation.
