Your scope and price are fixed and agreed in writing before we start, so there are no surprise invoices. Every package sets up or improves your CRM. A CRM is simply one place for every lead, call and next step.
Lead Follow-Up Fix. Automatic replies, booking and follow-up for solo coaches and smaller practices.
Starting at $1,000
One-time setup
CRM + AI Automation. The full AI sales and admin system for established practices.
Starting at $2,500
One-time setup, usually live within 14 days
Monthly improvements. For practices that want the system to keep getting better once it's live.
From $499/month
Optional, after launch
Software subscriptions are billed to you directly by each vendor. We'll always recommend the lowest-cost option that does the job.
Starter and Core are one-time setups. The Growth Retainer is optional and starts after launch.
| Feature | Starter | Core | Growth Retainer |
|---|---|---|---|
| Follow-up audit | Included | Included | Monthly review |
| Pipelines | One pipeline | All 8 stages, capture to reporting | New stages as you grow |
| Booking page, forms and source tagging | Included | Included | Kept up to date |
| Instant automatic replies to every inquiry | Included | Included | Kept up to date |
| Follow-up on autopilot | 5 touches | AI follow-up until they book, reply or opt out, plus hot-lead alerts | One new or improved sequence a month |
| AI replies in your voice, trained on your offers and prices | Not included | Included | AI trained on new questions each month |
| AI fit checks, booking, reminders and no-show rebooking | Not included | Included | Tuned monthly |
| Proposals, contracts and invoices sent for you, with e-sign and autopay | Not included | Included | Updates on request |
| Onboarding, check-ins, testimonial requests and renewal nudges | Not included | Included | Tuned monthly |
| Reporting | Not included | Monthly reporting | Monthly report and a 30-minute review |
| Outbound setup | Not included | Not included | Optional |
| Training | One training call | Recorded walkthrough and training call | As needed |
| Support | Questions on your training call | 30 days after launch | Fixes as you grow |
| Price | Starting at $1,000 | Starting at $2,500 | From $499/month |
The numbers below are examples. Replace them with your own. This is a rough planning estimate, not a promise of results.
People who asked about working with you, then never heard back or never booked.
Out of 100 discovery calls, how many become clients?
What a typical package or retainer is worth to you.
Revenue at stake each month, if those inquiries had reached a call
About $36,000 a year.
Example numbers until you change them. This doesn't predict what any system will recover.
Not sure? Book the review. If it's too early, we'll say so.
Yes. What we build in Starter becomes part of the Core system, so nothing is wasted.
No. Software is billed to you directly by each vendor, in accounts you own. We recommend the lowest-cost option that does the job, and we'll tell you the expected cost before you decide.
Setup packages are paid in two parts: 50% up front to start, and 50% when your system is complete and working as agreed. The price is fixed in writing before we begin.
No. The Growth Retainer is month to month. You can cancel any time with 30 days' notice.
In 30 minutes we map where your leads come from, where they drop, and what the system would take off your plate. We'll recommend a package only if it fits. If we're not the right fit, we'll say so.
Yes, within the rules you set. It's trained on your offers, prices, tone and past emails. Sensitive or unusual questions are handed to you. You see every message in one place, and you can change the rules or pause it any time. We also recommend a short note that replies are AI-assisted, since some states require it for sales bots.
Free Lead Follow-Up Review. No pitch deck. If we're not the right fit, we'll say so.