FOUNDATION
SAVE 25%
Stop losing the leads you already have.
Website chatbotAnswer common questions while you are away.
Outcome / Benefit: Visitors can get immediate answers and a route to book.
Scope: Install a chatbot on one existing website and train it on a comprehensive knowledge base of approved public-facing company information; answer approved questions and route unknown or sensitive questions to your team.
Quantity: 1 website chatbot; up to 30 approved FAQs, 1 comprehensive approved knowledge base, and 1 human handoff path.
Cadence: Built during setup; unlimited owner-requested updates to the approved FAQs and knowledge base during each active subscription month.
Success Looks Like: Test questions receive approved responses; contact details and handoffs appear in the Customer Relationship Management platform (CRM).
Customer Relationship Management platform (CRM) and lead pipelineSee every inquiry and its next step.
Outcome / Benefit: Fewer leads disappear between first contact and booking.
Scope: Set up contact records, lead source fields, and a pipeline inside one Customer Relationship Management platform (CRM) for inquiry through booked appointment.
Quantity: 1 Customer Relationship Management platform (CRM) account and 1 pipeline with up to 6 stages.
Cadence: Built during setup; review pipeline once per month.
Success Looks Like: A test inquiry enters the correct stage and can be moved through to booked.
Lead capture formsTurn visitors into contacts you can follow up with.
Outcome / Benefit: Interested visitors have a clear way to raise their hand.
Scope: Build and connect opt-in and contact forms with relevant consent text and Customer Relationship Management platform (CRM) routing.
Quantity: Up to 2 forms and 1 notification rule.
Cadence: Built during setup; check submissions monthly.
Success Looks Like: Test submissions create contacts with form source, consent selection, and an owner notification.
Email follow-up campaignKeep a conversation going after the first inquiry.
Outcome / Benefit: New leads receive useful next steps instead of silence.
Scope: Write and configure a branched email follow-up campaign using your approved offer and messaging.
Quantity: 1 campaign with up to 30 email drafts; the approved send schedule determines which each lead receives.
Cadence: Built during setup; review delivery and replies monthly.
Success Looks Like: Test contacts enter the correct sequence and the scheduled emails appear in the campaign.
Missed-call text-back and SMS follow-upReply while an interested caller still remembers you.
Outcome / Benefit: A missed call can become a live conversation.
Scope: Configure a missed-call text-back and a consent-aware follow-up workflow with reply routing.
Quantity: 1 workflow with 1 immediate text and up to 3 follow-up text templates; actual sends share the published frequency cap.
Cadence: Built during setup; monitor replies and delivery monthly.
Success Looks Like: A test missed call triggers the intended text and the reply appears in the Customer Relationship Management platform (CRM).
Online booking and remindersLet prospects choose a time without back-and-forth.
Outcome / Benefit: More inquiries have a direct path to a confirmed appointment.
Scope: Connect a booking calendar, confirmation, and consent-aware reminder workflow.
Quantity: 1 calendar, 1 confirmation, and up to 2 reminders.
Cadence: Built during setup; review bookings monthly.
Success Looks Like: A test booking appears on the calendar and receives the configured confirmation and reminders.
Business phone setupKeep business calls and messages in one place.
Outcome / Benefit: Your team can find conversations alongside lead records.
Scope: Configure one business number in the Customer Relationship Management platform (CRM), routing, and basic call and message logging.
Quantity: 1 phone number and 1 primary routing path.
Cadence: Built during setup; check routing monthly.
Success Looks Like: A test inbound call and text reach the selected destination and log in the Customer Relationship Management platform (CRM).
Lead routing automationsMake sure new inquiries reach the right next step.
Outcome / Benefit: Less manual sorting between forms, the pipeline, and booking.
Scope: Connect form submission, lead owner notification, pipeline entry, and booking status.
Quantity: Up to 3 core workflows.
Cadence: Built during setup; review failed runs monthly.
Success Looks Like: Test leads move through the intended stages without duplicate records.
Google Business Profile and review systemStrengthen local trust and make feedback easier to request.
Outcome / Benefit: Your local profile is more complete and more eligible clients receive a timely review invitation.
Scope: Audit one Google Business Profile, document owner-approved improvements, and set up a review-request sequence linked to Google Business Profile and/or one additional approved destination.
Quantity: 1 profile audit with up to 5 owner-approved corrections; 1 request workflow with up to 2 messages and 2 review destinations.
Cadence: Audit and workflow built during setup; check sends, links, and new reviews monthly.
Success Looks Like: Approved profile corrections are published where access permits, and a test eligible client receives working review links.
Lead capture landing pageGive your offer one clear place to convert.
Outcome / Benefit: Traffic reaches a focused page with a visible next action.
Scope: Write and build one page or funnel step with your offer, form, and booking CTA.
Quantity: 1 landing page or 1 funnel entry page; up to 2 sections of revisions.
Cadence: Built during setup; check forms and links monthly.
Success Looks Like: Page loads on mobile; form submits into the Customer Relationship Management platform (CRM) and booking CTA reaches the calendar.
Launch strategy and implementationKnow what is being installed and why.
Outcome / Benefit: Your lead system has a clear path from inquiry to appointment.
Scope: Map the offer, handoff points, and implementation sequence with your team.
Quantity: 1 kickoff session and 1 launch checklist.
Cadence: Kickoff during setup; one monthly status review.
Success Looks Like: The agreed workflow is live, documented, and verified with test leads.








