Three Paths to Automation That Lasts

Most agencies build and bail. We build and stay. Choose the path that fits how you work—but know this: every path includes ongoing support because automation requires care, not abandon.

Find Your Path

LET'S BE HONEST ABOUT AUTOMATION

❌ THE LIE YOU'VE BEEN SOLD

"Build automation once, it works forever!"

"Set it and forget it!"

"Automate your business in one weekend!"

✅ THE REALITY WE'VE LEARNED

→APIs change without warning

→AI models get deprecated

→Your business processes evolve

→Integration issues emerge

→Edge cases appear in production

Automation isn't set-and-forget. It's ongoing care.

🎯 WHAT THIS MEANS FOR YOU

You need a partner who stays involved, not a contractor who disappears.

That's why every path we offer includes ongoing support—not as an upsell, but as a requirement for success.

We've been doing this long enough to know:the build is 20% of the work.
Keeping it working is the other 80%.

Why We Don't Do Build-and-Bail

MOST POPULAR - 70% of clients choose this

PATH 1: DONE-FOR-YOU + MAINTENANCE

WHO THIS IS FOR:

✓Busy founders focused on growth, not learning automation
✓Non-technical teams without internal capacity
✓Businesses that want it handled by experts
✓Companies with budget but no time for training

WHO THIS ISN'T FOR:

✗Companies wanting to build in-house capability long-term
✗Businesses expecting "set and forget" with no ongoing cost
✗Teams that want full control and customization access

HOW IT WORKS

PHASE 1: IMPLEMENTATION (One-time investment)

Weeks 1-12 depending on complexity

Week 1-2: Lean Operations Audit

•Free 45-minute discovery call
•Process mapping workshops (we involve your team)
•Waste identification using lean principles
•Should we even automate this? analysis
•Clear scope, timeline, and pricing

Week 2-4 (or longer): Process Optimization

•Fix broken processes BEFORE automating
•Document the optimized workflow
•Set success metrics and KPIs
•Get your approval on the approach

Week 4-12: System Build & Launch

•Design and build automation system
•Integrate with your existing tools
•AI training and prompt optimization
•Testing and quality assurance
•Team training (how to USE the system)
•Documentation and handoff
•30 days of intensive post-launch support

Your involvement: Medium (discovery and testing phases)

PHASE 2: ONGOING MAINTENANCE (Monthly retainer - REQUIRED)

What's included (8 items):

✅2-4 hours of maintenance per month (unused hours roll over max 2 months)
✅Proactive system monitoring and health checks
✅Bug fixes and error resolution
✅API/integration updates when providers change
✅AI model upgrades (GPT-4 → GPT-5, etc.)
✅Process adjustments as your business evolves
✅Priority support (24-48 hour response time)
✅Monthly status reports and quarterly optimization reviews

What's NOT included:

→Major new features or automations
→Complete system rebuilds
→Training for new team members (available as add-on)
→Emergency weekend support (available at 2x rate)

Minimum commitment: 3 months

After that: Month-to-month, 30-day notice to cancel

PRICING

TIER 1: SINGLE PROCESS

Implementation: $3,000-5,000

Maintenance: $300/month

BEST FOR:

•Single automation (lead capture, booking, chatbot, invoicing)
•Simple integrations (2-3 tools)
•Clear, documented process
•1-2 week timeline

EXAMPLES:

→Lead capture form + CRM integration
→Basic AI chatbot for support
→Automated booking with Calendly
→Invoice generation automation

INCLUDES:

•30 days post-launch support
•2 hours monthly maintenance
•Standard response time (48h)

Start with Free Audit

TIER 2: MULTI-PROCESS

Implementation: $5,000-8,000

Maintenance: $500/month

BEST FOR:

•Multiple related automations
•Complex integrations (4-6 tools)
•Process optimization needed
•4-8 week timeline

EXAMPLES:

→Complete customer support system
→End-to-end lead gen funnel
→Multi-channel booking system
→Integrated accounting workflows

INCLUDES:

•60 days post-launch support
•3 hours monthly maintenance
•Priority response time (24h)
•Quarterly optimization review

Discuss Your Needs

TIER 3: OPERATIONS OVERHAUL

Implementation: $8,000-15,000

Maintenance: $800/month

BEST FOR:

•Business-wide transformation
•Complex data flows (6+ tools)
•Custom integrations needed
•8-12 week timeline

EXAMPLES:

→Multiple integrated systems
→Cross-departmental automation
→Complex data synchronization
→Custom AI model training

INCLUDES:

•90 days post-launch support
•4 hours monthly maintenance
•Priority response time (12h)
•Monthly optimization review
•Process evolution support

Book Strategy Call

Overage rate: Additional hours beyond included maintenance = $150/hour

Payment terms: 50% upfront, 50% on completion for implementation. Maintenance billed monthly in advance.

WHY MAINTENANCE IS REQUIRED (NOT OPTIONAL)

Still Have Questions? Book a Call

FOR LEARNING-ORIENTED TEAMS - 20% of clients

PATH 2: DONE-WITH-YOU + OPTIONAL ADVISORY

WHO THIS IS FOR:

✓Tech-savvy founders who want to understand the systems
✓Companies building internal operations teams
✓Businesses wanting automation as core competency
✓Teams with time and capacity to learn
✓Organizations with long-term automation plans

WHO THIS ISN'T FOR:

✗Busy founders without time for training
✗Non-technical teams uncomfortable with tools
✗Companies wanting us to handle everything
✗Businesses expecting quick "build and forget"

HOW IT WORKS

PHASE 1: IMPLEMENTATION + TRAINING (One-time investment)

Everything in Path 1 (Done-For-You), PLUS:

Knowledge Transfer Throughout:

•Your team participates in every build session
•We explain every decision and technical choice
•Live training on tools and platforms (Zapier, Make, etc.)
•Access to all credentials and system documentation
•"How to maintain this" detailed guides
•Video recordings of key setup sessions
•Direct platform/tool training

End Result:

→Working automation system (same as Path 1)
→Your team can maintain, modify, and extend it
→No dependency on external consultants
→All knowledge stays in-house

Timeline: Same as Path 1 (2-12 weeks) but more intensive
Your involvement: Very High (you're learning, not just approving)

PHASE 2: OPTIONAL ONGOING ADVISORY (Monthly - Your Choice)

Unlike Path 1, maintenance is OPTIONAL here because you can do it yourself.

But many clients choose ongoing advisory because:

→Having an expert on-call saves time
→Strategic guidance on new automation opportunities
→Avoid common pitfalls and mistakes
→Faster problem-solving when stuck

What's included in advisory:

✅Monthly 60-minute strategy call
✅Ad-hoc email/Slack support (we advise, you implement)
✅Process optimization reviews
✅"Should we automate this?" guidance
✅Tool and approach recommendations
✅Quarterly automation roadmap planning

What's NOT included:

→We don't do the implementation work
→We don't maintain systems hands-on
→We don't provide 24-hour response times

This is advisory/consulting, not hands-on maintenance.

PRICING

IMPLEMENTATION + TRAINING: $5,000-12,000 (one-time)

Why more than Path 1?

•More time-intensive (training while building)
•Comprehensive documentation and guides
•Video recordings and knowledge transfer
•Tool-specific training included
•Higher value (you own the capability long-term)

OPTIONAL ONGOING ADVISORY:

Three advisory tiers:

LIGHT ADVISORY

$500/month

•1 monthly strategy call (60 min)
•Email support (48-hour response)
•Process optimization guidance

POPULAR

STANDARD ADVISORY

$1,000/month

•2 monthly calls (60 min each)
•Email/Slack support (24-hour response)
•Quarterly automation roadmap
•Priority access for urgent questions

PREMIUM ADVISORY

$1,500/month

•Weekly check-ins (30 min)
•Real-time Slack/email support
•Monthly roadmap reviews
•New automation opportunity identification
•Strategic operations consulting

Terms: Month-to-month, cancel anytime with 30 days notice.

REAL TALK: IS THIS RIGHT FOR YOU?

CHOOSE DONE-WITH-YOU IF:

✅You have 5-10 hours per week to dedicate to learning
✅Your team is comfortable with technology
✅You want automation as a core business capability
✅You're building an internal ops role/team
✅You prefer control over convenience
✅Long-term, you want independence from consultants

CHOOSE DONE-FOR-YOU IF:

✅You're focused on growth, not learning automation
✅You prefer experts to handle technical details
✅You want it working without the learning curve
✅You value time more than system ownership
✅You're comfortable with ongoing partnership
✅You want someone else monitoring and maintaining

Not sure? Book a call and we'll help you figure out which path fits.

Help Me Choose - Book Call

FOR EXISTING AUTOMATION - 10% of clients

PATH 3: PURE MAINTENANCE

WHO THIS IS FOR:

✓Businesses with automation already built (by us or others)
✓Systems working but needing ongoing care
✓Companies whose original developer disappeared
✓Agencies needing white-label maintenance support
✓Clients from Path 2 converting to hands-off model

WHO THIS ISN'T FOR:

✗Completely new automation projects (use Path 1 or 2)
✗Broken systems needing major rebuilds (we'd need to assess first)
✗Systems built on platforms we don't support

HOW IT WORKS

STEP 1: AUDIT & TAKEOVER (One-time)

Before we can maintain your existing automation, we need to:

•Audit what currently exists
•Document all integrations and workflows
•Identify technical debt or issues
•Get access to all tools and credentials
•Test everything thoroughly
•Create our internal documentation

Timeline: This takes 1-2 weeks depending on complexity.

Investment: $1,000-2,000 (one-time)

STEP 2: ONGOING MAINTENANCE (Monthly retainer)

Same scope as Path 1 maintenance:

✅2-4 hours maintenance per month
✅Proactive monitoring
✅Bug fixes and updates
✅API/integration updates
✅Model upgrades
✅Process adjustments
✅Priority support

Investment: $300-800/month (based on system complexity)

PRICING

AUDIT + TAKEOVER: $1,000-2,000 (one-time)

Simple systems
(1-2 automations)

$1,000

Medium systems
(3-5 automations)

$1,500

Complex systems
(5+ automations)

$2,000

MONTHLY MAINTENANCE: $300-800/month

Basic

(2 hours/month)

$300

Standard

(3 hours/month)

$500

Premium

(4 hours/month)

$800

Terms: Same as Path 1: minimum 3 months, then month-to-month.

COMMON SCENARIOS

OUR DEVELOPER BUILT IT, THEN LEFT

→We audit, document, and take ownership
→Fix any issues discovered during audit
→Ongoing maintenance from there

WE BUILT IT OURSELVES, IT'S BREAKING

→We assess what's breaking and why
→Fix immediate issues
→Maintain going forward

ANOTHER AGENCY BUILT IT, NOW UNRESPONSIVE

→We reverse-engineer what exists
→Document everything properly
→Become your new maintenance partner

WE WENT DONE-WITH-YOU, NOW WANT HANDS-OFF

→Easy transition (we already know your system)
→No audit fee needed
→Start maintenance immediately

Get Started with Audit

WHICH PATH IS RIGHT FOR YOU?

Feature	Path 1: Done-For-You	Path 2: Done-With-You	Path 3: Maintenance
Best For	Busy founders	Learning-oriented teams	Existing systems
We Build It	✅	✅	⚠️Already exists
You Learn	Basic usage only	✅Full training	N/A
Ongoing Support	✅Required	⚠️Optional advisory	✅Required
Implementation Cost	$3K-15K	$5K-12K	$1K-2K audit
Monthly Cost	$300-800	$500-1,500*	$300-800
Your Time Investment	Low	High	None
Long-term Ownership	Us (with you)	✅You	Us (with you)
Best Long-term Value	Medium	✅Highest	Medium
Fastest to Launch	✅	No (training takes time)	✅(Already built)

Path 1: Done-For-You

Best For:Busy founders

We Build It:✅ Yes

You Learn:Basic usage only

Ongoing Support:✅ Required

Implementation:$3K-15K

Monthly Cost:$300-800

Your Time:Low

Long-term Ownership:Us (with you)

Long-term Value:Medium

Fastest to Launch:✅ Yes

Path 2: Done-With-You

Best For:Learning-oriented teams

We Build It:✅ Yes

You Learn:✅ Full training

Ongoing Support:⚠️ Optional advisory

Implementation:$5K-12K

Monthly Cost:$500-1,500*

Your Time:High

Long-term Ownership:✅ You

Long-term Value:✅ Highest

Fastest to Launch:No (training takes time)

Path 3: Maintenance

Best For:Existing systems

We Build It:⚠️ Already exists

You Learn:N/A

Ongoing Support:✅ Required

Implementation:$1K-2K audit

Monthly Cost:$300-800

Your Time:None

Long-term Ownership:Us (with you)

Long-term Value:Medium

Fastest to Launch:✅ Yes (already built)

*Path 2 advisory is optional. Many clients skip it and maintain themselves.

Still Not Sure? Let's Talk - Book Discovery Call

WHAT WE AUTOMATE (ALL PATHS)

Detailed breakdown of our core automation services with proven results

Sales Lead Generation

What we automate:

•Automated lead capture from multiple channels (web forms, landing pages, social media)
•Intelligent lead qualification and scoring using AI
•CRM integration and automatic data enrichment
•Automated follow-up sequences (email, SMS, phone)
•Pipeline tracking and analytics dashboards
•Lead assignment and routing to sales team
•Duplicate detection and merging

Tools we integrate with:

HubSpot, Salesforce, Pipedrive, Airtable, Close CRM • Typeform, Gravity Forms, Webflow, WordPress • LinkedIn Sales Navigator • Clearbit, Hunter.io (data enrichment) • Zapier, Make, n8n

TYPICAL TIMELINE

2-6 weeks

TYPICAL PRICING

$3,000-8,000 implementation + $300-500/month maintenance

Real results from past clients:

✓100% lead capture rate (never lose a lead)
✓80% reduction in manual data entry
✓50% faster lead response time
✓30% increase in qualified leads

Available in all three paths. Approach and pricing varies by path and complexity.

View Pricing Options

Customer Support

What we automate:

•AI-powered chatbot for website and messaging platforms
•Automated email response drafting and triage
•Intelligent ticket routing based on issue type
•Priority assignment using machine learning
•Knowledge base article suggestions
•Response time tracking and SLA monitoring
•Escalation workflows for complex issues
•Customer sentiment analysis

Tools we integrate with:

Zendesk, Intercom, Front, Help Scout, Freshdesk • Slack, Microsoft Teams • Gmail, Outlook • Notion, Confluence (knowledge base) • OpenAI, Anthropic Claude

TYPICAL TIMELINE

3-8 weeks

TYPICAL PRICING

$4,000-10,000 implementation + $400-600/month maintenance

Real results from past clients:

✓50% faster response times
✓24/7 availability (after-hours coverage)
✓40% reduction in support workload
✓85% customer satisfaction maintained or improved

Available in all three paths. Approach and pricing varies by path and complexity.

View Pricing Options

Booking & Scheduling

What we automate:

•Automated appointment booking with availability checking
•Calendar integration and real-time sync
•Automated confirmation emails and SMS
•Pre-appointment reminders (24h, 1h before)
•Rescheduling and cancellation handling
•Payment collection integration (if needed)
•Time zone detection and conversion
•Follow-up and feedback collection

Tools we integrate with:

Calendly, Acuity Scheduling, Cal.com • Google Calendar, Outlook Calendar, Apple Calendar • Zoom, Google Meet, Microsoft Teams • Stripe, PayPal (payment) • Twilio (SMS reminders) • CRM systems for contact sync

TYPICAL TIMELINE

2-4 weeks

TYPICAL PRICING

$3,000-6,000 implementation + $300-400/month maintenance

Real results from past clients:

✓End email back-and-forth (instant booking)
✓90% reduction in no-shows
✓10-15 hours saved per week
✓30% increase in bookings (easier process)

Available in all three paths. Approach and pricing varies by path and complexity.

View Pricing Options

Accounting Automation

What we automate:

•Automated invoice generation and sending
•Invoice tracking and payment reminders
•Expense categorization using AI
•Receipt capture and OCR processing
•Bank transaction reconciliation
•Integration with accounting software
•Financial reporting automation
•Tax document preparation assistance

Tools we integrate with:

QuickBooks Online, Xero, FreshBooks, Wave • Stripe, PayPal, Square (payment processors) • Bill.com, Expensify (expense management) • Google Drive, Dropbox (receipt storage) • Bank APIs for transaction sync • CRM for invoice data

TYPICAL TIMELINE

3-6 weeks

TYPICAL PRICING

$4,000-8,000 implementation + $400-500/month maintenance

Real results from past clients:

✓15+ hours saved monthly
✓Faster cash flow (automated reminders)
✓95% reduction in data entry errors
✓Real-time financial visibility

Available in all three paths. Approach and pricing varies by path and complexity.

Three Paths to Automation That Lasts

LET'S BE HONEST ABOUT AUTOMATION

❌ THE LIE YOU'VE BEEN SOLD

✅ THE REALITY WE'VE LEARNED

🎯 WHAT THIS MEANS FOR YOU

PATH 1: DONE-FOR-YOU + MAINTENANCE

WHO THIS IS FOR:

WHO THIS ISN'T FOR:

HOW IT WORKS

PHASE 1: IMPLEMENTATION (One-time investment)

Week 1-2: Lean Operations Audit

Week 2-4 (or longer): Process Optimization

Week 4-12: System Build & Launch

PHASE 2: ONGOING MAINTENANCE (Monthly retainer - REQUIRED)

What's included (8 items):

What's NOT included:

PRICING

TIER 1: SINGLE PROCESS

BEST FOR:

EXAMPLES:

INCLUDES:

TIER 2: MULTI-PROCESS

BEST FOR:

EXAMPLES:

INCLUDES:

TIER 3: OPERATIONS OVERHAUL

BEST FOR:

EXAMPLES:

INCLUDES:

WHY MAINTENANCE IS REQUIRED (NOT OPTIONAL)

Q: Why can't I just pay as I go if something breaks?

Q: What if I don't use all my included hours?

Q: Can I cancel anytime?

Q: What if my business pauses or goes seasonal?

PATH 2: DONE-WITH-YOU + OPTIONAL ADVISORY

WHO THIS IS FOR:

WHO THIS ISN'T FOR:

HOW IT WORKS

PHASE 1: IMPLEMENTATION + TRAINING (One-time investment)

Knowledge Transfer Throughout:

End Result:

PHASE 2: OPTIONAL ONGOING ADVISORY (Monthly - Your Choice)

But many clients choose ongoing advisory because:

What's included in advisory:

What's NOT included:

PRICING

IMPLEMENTATION + TRAINING: $5,000-12,000 (one-time)

Why more than Path 1?

OPTIONAL ONGOING ADVISORY:

LIGHT ADVISORY

STANDARD ADVISORY

PREMIUM ADVISORY

REAL TALK: IS THIS RIGHT FOR YOU?

CHOOSE DONE-WITH-YOU IF:

CHOOSE DONE-FOR-YOU IF:

PATH 3: PURE MAINTENANCE

WHO THIS IS FOR:

WHO THIS ISN'T FOR:

HOW IT WORKS

STEP 1: AUDIT & TAKEOVER (One-time)

STEP 2: ONGOING MAINTENANCE (Monthly retainer)

PRICING

AUDIT + TAKEOVER: $1,000-2,000 (one-time)

MONTHLY MAINTENANCE: $300-800/month

COMMON SCENARIOS

OUR DEVELOPER BUILT IT, THEN LEFT

WE BUILT IT OURSELVES, IT'S BREAKING

ANOTHER AGENCY BUILT IT, NOW UNRESPONSIVE

WE WENT DONE-WITH-YOU, NOW WANT HANDS-OFF

WHICH PATH IS RIGHT FOR YOU?

Path 1: Done-For-You

Path 2: Done-With-You

Path 3: Maintenance

WHAT WE AUTOMATE (ALL PATHS)

Sales Lead Generation

What we automate:

Tools we integrate with:

Real results from past clients:

Customer Support

What we automate: