
A complete AI & automation transformation to unlock recurring revenue, capture every lead, and free your team to do what they do best.
The Challenge
Your 7-figure business has the foundation. But fragmented systems, manual processes, and missed upsell opportunities are capping your growth.
GoHighLevel workflows are sending conflicting messages, confusing customers who've already accepted quotes.
Smith.ai takes messages but can't qualify leads or upsell — every missed call is lost revenue.
Your Property Health Report Card concept is brilliant but unbuilt — a massive untapped channel for service plans.
Your office team is buried in repetitive follow-ups that don't scale, preventing focus on high-value work.
The Plan
Each phase builds on the last, creating a compounding system that grows your revenue while reducing your workload.
AI-Powered Service & Automation Overhaul
Automated Lead Nurturing & Upselling
Recurring Revenue Engine
Expected Outcomes
Lead Capture
Office hours only
24/7 Instant
Upsell Rate
Technician-dependent
15-25% Increase
Recurring Revenue
Minimal
20%+ on plans
Team Workload
Manual follow-ups
Fully automated
Timeline
GoHighLevel audit & cleanup. AI Voice Agent training begins.
AI Sales Assistant deployed. Property Health Report Card designed & built.
Recurring revenue engine live. Full system review & launch.
Investment
Select the components you'd like, and we'll generate your custom invoice on the spot.
Complete Transformation
All three phases — one integrated system
50% upfront · 50% upon completion
Select the services you need — your invoice updates in real time
Secure payment via Stripe · Remaining $6,500 invoiced upon completion
Phase 1: The Foundation
AI-Powered Service & Automation Overhaul
Phase 2: The Growth Engine
Automated Lead Nurturing & Upselling
Phase 3: The Scale Machine
Recurring Revenue Engine
Total
$13,000Why Us
We're tech CEOs who enable service businesses. We don't just build automations — we build intelligent systems that drive measurable growth.
Unlike agencies that lock you into proprietary systems, everything we build lives in your accounts. Zero dependency. 100% yours.
We understand the nuances of your industry — from seasonal demand to technician workflows to the psychology of upselling.
We move fast. Our goal is to deliver a complete, robust solution and fire ourselves — not create ongoing dependency.