Packages

Real systems, built for how your business runs.

Not templates. Not generic automations. Each package is a production system built around your workflows, your CRM, and your team's actual process.

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Blueprint Session

30-minute working session

A no-commitment session where we map your current workflows, surface where revenue is leaking, and outline the highest-leverage automation moves for your specific business. You leave with a clear picture of what to build first and why.

Workflow audit across sales, ops, and CRM
Revenue-leak identification
Custom AI system blueprint
Priority automation roadmap: what to build first

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Ongoing management

CRM Operations

Monthly retainer

Your CRM is only as useful as its data is clean. We handle ongoing normalization, deduplication, sync maintenance, and trigger refinement so your team always works from accurate, current records.

Monthly data normalization and deduplication
Contact enrichment and record hygiene
Sync maintenance across connected tools
Trigger and workflow refinement based on real outcomes
Priority Slack channel for issues and requests
Monthly pipeline and performance report

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Most requested

Membership & subscription

Reactivation Engine

Deployed in ~2 weeks

Built for gyms, studios, and subscription businesses. We identify lapsed members, run targeted AI-driven outreach, handle objections automatically, and book qualified leads directly into your sales team's calendar — without adding headcount.

Lapsed member and expired contact identification
AI-driven personalized outreach sequences
Automated objection handling and lead qualification
Direct calendar booking into sales team schedule
CRM sync: contacts and outcomes updated automatically
Performance report: contacts reached, calls booked

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Bespoke

Custom Agent Build

Scoped to your workflow

Have a specific workflow to automate? Research pipelines, internal ops agents, customer-facing AI assistants, or multi-step integrations across your stack. We scope and build it end-to-end.

Discovery and workflow architecture session
Purpose-built pipeline design using gold standard workflow and AI platforms
Integration with your existing tools and data sources
AI chat or voice assistant if applicable
Full documentation and team handoff
30-day support window post-launch

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Common questions

What to expect.

What CRMs and platforms do you work with?

HubSpot, GoHighLevel, Dynamics 365, ClubOS, Pipedrive, Salesforce, and most modern SaaS with a webhook or REST API surface. We build around what you already use. No migration required.

What automation tools do you build on?

We work with the current gold standard of workflow orchestration, API integration, and AI tooling. We continuously evaluate and adopt the most capable, production-ready platforms so our clients always get systems built on what actually works at scale. No legacy tools, no fads.

How long does a typical project take?

Most projects deploy in 2–3 weeks from kickoff. More complex systems with multiple integrations can run 4–6 weeks. We scope everything upfront. No surprises mid-engagement.

Can we start with one workflow and expand?

Yes, most clients start with one high-leverage system (the Reactivation Engine or Lead Operations are common entry points) and add capabilities as they see results.

Do you work with businesses that have no automation yet?

Absolutely. The Blueprint Session is built for exactly that starting point. We map what you have, find the biggest leverage, and prioritize what to build first. No automation experience required on your end.

Have a different question? Email us. We usually reply within a business day.