Browse all services, or start with a business need. You choose what goes into your request.
AI & Phone
AI Receptionist Setup
24/7 answering, FAQs, lead qualification, routing and booking
Who it is for: Businesses that need consistent call answering, qualification, routing, or booking outside the moments a person can answer.
See Example
See a controlled test call move from greeting and qualification to the approved booking, routing, or human-handoff path.
Included deliverables- Phone routing and AI agent configuration
- Approved prompt, knowledge, and lead-qualification flow
- Booking, pipeline, tags, call summary, and notifications where included in the approved scope
$199 one-time+ $69/month service
Scope note: Initial configuration included. Call usage allowance and overage rates are confirmed before invoicing.
AI & Phone
After-Hours Lead Capture AI
Capture and qualify calls/leads outside business hours
Who it is for: Businesses that want structured lead capture after normal business hours.
See Example
See an after-hours inquiry captured, summarized, and routed for the next-business-day follow-up.
Included deliverables- After-hours agent and coverage schedule
- Approved lead questions and captured fields
- Pipeline record and internal notification, with optional follow-up only when scoped
$149 one-time+ $49/month service
Scope note: Phone, text and AI usage costs are confirmed with your approved scope.
Website
Small Business Website Build
Professional brochure/lead-generation website
Who it is for: Small businesses that need a professional brochure or lead-generation website.
See Example
Review a responsive sample journey from the home page to the agreed call, quote, or booking action.
Included deliverables- Approved site architecture and page copy
- Responsive page design
- Scoped forms or booking, analytics/tracking, and domain connection
From $599 one-timeOptional $49/month support / management
Scope note: Page count and features are agreed before invoicing. Domain and paid apps are separate.
Website
Website Refresh & Conversion Cleanup
Improve mobile usability, CTA placement, content structure and lead capture
Who it is for: Businesses with an existing website that needs clearer mobile use, calls to action, or lead capture.
See Example
Compare the existing page with a focused mobile and CTA cleanup before the work is approved.
Included deliverables- Mobile-usability cleanup
- CTA and content-structure improvements
- Lead-capture cleanup within the agreed pages
$299 one-time
Scope note: Major redesign/new pages quoted separately
CRM & Lead Mgmt
CRM / Pipeline Setup
Organize contacts, leads, deal stages, source and follow-up
Who it is for: Businesses that need one organized place to track contacts, leads, stages, ownership, and follow-up.
See Example
See a sample lead move through agreed pipeline stages with ownership and next actions visible.
Included deliverables- Pipeline, stages, fields, tags, and views
- Approved contact migration and source mapping
- Basic forms and automations included in the agreed scope
$249 one-timeOptional $49/month support / management
Scope note: Extra migrations/integrations custom
Forms
Lead Capture / Quote Form Setup
Structured inquiry, quote or intake form connected to CRM
Who it is for: Businesses that need a structured inquiry, quote, or intake form connected to their lead process.
See Example
Preview the agreed form fields and where a completed submission will appear before launch.
Included deliverables- Scoped inquiry, quote, or intake form
- Approved fields and submission destination
- CRM connection where included; conditional logic, uploads, or payments quoted separately when needed
$99 one-time
Scope note: Complex conditional/payment forms may be higher tier quote
Automation
Follow-Up Automation Setup
Automatically follow up leads and move work through repeatable steps
Who it is for: Businesses with repeatable lead or customer follow-up that should happen consistently.
See Example
Walk through one trigger-to-follow-up sequence, including its timing and stop conditions.
Included deliverables- Up to three approved simple workflows
- Messages, wait logic, and stop conditions
- Scoped tags, tasks, pipeline actions, and branches
$199 one-timeOptional $49/month support / management
Scope note: Base includes up to 3 simple workflows; messaging usage separate
Scheduling
Online Booking System Setup
Self-service booking, calendars, reminders and routing
Who it is for: Businesses that want customers to book available services without manual back-and-forth.
See Example
Test a sample booking from available time selection through confirmation and reminder behavior.
Included deliverables- Bookable services and availability
- Approved intake and routing
- Reminders and CRM connection where included
$149 one-timeOptional $19/month support / management
Scope note: SMS/email usage separate
Marketing Ops
Social Posting System Setup
Connect channels, calendar and repeatable posting process
Who it is for: Businesses that want a repeatable social planning and publishing process.
See Example
Review the proposed calendar, approval steps, and publishing workflow for the selected channels.
Included deliverables- Approved channel connections
- Content calendar and publishing workflow
- Managed content volume only when separately agreed
$149 one-timeOptional $199/month support / management
Scope note: Managed content volume is agreed before invoicing. Channel and media costs are separate.
Marketing Ops
Email Marketing System Setup
List capture, templates, nurture and campaign workflow
Who it is for: Businesses that need permission-based list capture and a repeatable email follow-up process.
See Example
Preview a sample subscriber path from permission-based signup through the approved email sequence.
Included deliverables- Scoped list-capture path
- Approved templates and campaign or nurture workflow
- Managed content volume only when separately agreed
$199 one-timeOptional $149/month support / management
Scope note: Email sends/verification separate; content volume defined per plan
Reputation
Review Request Automation
Automate review requests and follow-up after service
Who it is for: Businesses that want a consistent way to request reviews after a completed service or event.
See Example
Review the trigger, message timing, and destination; no review outcome is promised.
Included deliverables- Approved completion trigger
- Review-request message and follow-up
- Selected review destination and delivery channel
$149 one-time+ $49/month service
Scope note: SMS/email usage separate; no promise of review outcome
Data & CRM
B2B Lead Enrichment Setup
Enrich legitimate business lead records and reduce manual research
Who it is for: Businesses with a legitimate need to enrich business lead records and reduce manual research.
See Example
Review a permitted sample business record showing only the approved enrichment fields.
Included deliverables- Approved business-data fields
- Scoped enrichment workflow
- Use-case and data-volume review before invoicing
$149 one-time+ $49/month service
Scope note: Legitimate business records only, subject to review. Data usage is quoted separately.
AI & Support
Website Chat AI Setup
Answer visitor questions, qualify leads and escalate to a person
Who it is for: Businesses that want website visitors to receive answers, qualify interest, and reach a person when needed.
See Example
Test a sample visitor conversation from greeting through qualification and human escalation.
Included deliverables- Website chat agent and approved greeting
- Knowledge base and lead questions
- Scoped tools, escalation, and widget configuration
$199 one-time+ $69/month service
Scope note: Chat usage allowance and overage rates are confirmed before invoicing.
Systems
Business System Setup Package
Connect website, CRM, forms, booking and automation into one operating system
Who it is for: Businesses that need several website, CRM, form, booking, communication, or automation components connected.
See Example
Review a system map showing the approved components and how information moves between them.
Included deliverables- Approved combination of website, CRM, forms, agent, booking, workflows, and tracking
- Connected customer and internal handoffs
- Documented scope before invoicing
From $999 one-timeOptional $149/month support / management
Scope note: Included components are agreed before invoicing. Complex integrations are quoted separately.
Managed Services
Managed Business System Support
Ongoing maintenance, adjustments, monitoring and selected business-system tasks
Who it is for: Businesses that want ongoing help maintaining and adjusting selected business-system tasks.
See Example
Review the proposed monthly task list, ownership, hours, and escalation rules before approval.
Included deliverables- Agreed recurring tasks and monthly hours
- Scoped maintenance, adjustments, and monitoring
- Approval path for work outside the monthly scope
From $149 / month
Scope note: Included monthly tasks and hours are agreed before invoicing. Usage and major projects are separate.
Consulting
Virtual Business Systems Assessment
Remote review of business needs with live demos and written recommendations
Who it is for: Businesses that want remote guidance before choosing or changing systems.
See Example
The session can include live demonstrations of the relevant options before written recommendations are delivered.
Included deliverables- 60–90 minute video assessment
- Live demonstrations requested in the approved agenda
- Written recommendations; implementation is separate
$99 one-time
Scope note: 60-90 minutes; implementation sold separately
Consulting
On-Site Business Systems Assessment
Face-to-face assessment and live service demonstrations at the business
Who it is for: Businesses in SC, NC, GA, or FL that may benefit from an approved face-to-face assessment.
See Example
The approved visit can include on-site workflow review and live demonstrations matched to the assessment agenda.
Included deliverables- On-site assessment and agreed live demonstrations
- Written recommendations
- Travel feasibility and cost approved separately before booking
$199 one-time+ approved travel from Sumter, SC
Scope note: Travel from Sumter, SC is quoted separately. SC, NC, GA and FL by approval and availability.
