Pricing & Packages

Choose Your AI.

Each plan helps you automate more of your business — without losing the human touch.

TIER 1: Essentials AI Starter

Best For: Solo advisors or small firms who need a professional, always-on digital presence.

  • FAQ Website Chat Assistant (24/7 client response) —

    24/7 client response for questions, hours, and service info.

  • Appointment Scheduling + Automated Reminders —

    Reduce no-shows and keep your calendar full.

  • Simple CRM + Email Automations —

    Capture leads and follow up automatically.

  • Missed-Call Text-Back —

    Instantly responds to missed inbound calls.

  • Simple Reporting Dashboard —

    Track appointments, messages, and client engagement.

💡 Outcome: Stay responsive, save time, and look professional - without hiring extra staff.

TIER 2: Growth Automation Bundle

Best For: Growing advisors who want to scale client outreach and follow-up without adding staff.

  • Includes Everything in Essentials, plus:

    • Database Reactivation Assistant —

      Re-engages cold or dormant leads automatically.

    • Speed-to-Lead Assistant —

      Responds instantly to new inquiries.

    • Expanded CRM + Email/SMS Workflows —

      Multi-stage automation for nurturing and tracking.

    • Simple Monthly Report —

      View new leads, booked calls, and follow-up stats.

    • Optional Add-Ons:

      • AI Voice Receptionist (additional fee) —

        Adds call answering and routing.

      • AI Website (additional fee) —

        Custom landing experience integrated with your CRM.

💡 Outcome: Re-engage old leads, follow up instantly, and never let opportunities fall through the cracks.

TIER 3: Customize Your AI Assistant Suite

(Full System)

Best For: Firms ready to scale with a complete AI infrastructure managing leads, clients, and onboarding 24/7.

  • Includes Everything in Growth, plus:

    • Fully Custom AI Website —

      Integrated chat, calendar, and CRM lead capture.

    • AI Voice Receptionist —

      Answers calls, books meetings, and routes messages automatically.

    • Documentation Follow-Up Assistant—

      Collects forms, IDs, and onboarding paperwork.

    • Advanced CRM + Automation Engine —

      Full-funnel workflows and custom pipelines.

    • Reputation Management Assistant—

      Drives Google reviews post-service.

    • Monthly Optimization & Priority Support —

      Review, refine, and optimize performance.

💡 Outcome: Run your business on autopilot — from first contact to onboarding — with a fully integrated AI system.

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