Agent & Knowledge
One defined use case, an agreed knowledge source, evaluation scenarios, and a human escalation path.
from $2,500 · USDServices & pricing
A clear starting point.
A system built to fit.
Choose the process you want to improve. We agree the scope, responsibilities, and acceptance criteria before implementation begins.
All prices in USD. Software and usage fees are separate. Timelines begin once the required access and materials are available.
When you need a clear plan
Find the right first project.
We examine one sales or operating process and turn it into a practical implementation plan. Useful when your tools are disconnected, your priorities are unclear, or you need a reliable build scope.
The fixed fee includes
- One 90-minute discovery session and a review of up to three existing tools
- A current-process map with bottlenecks, dependencies, and ownership
- Prioritized improvements and an estimate of time or capacity saved
- A proposed system design, fixed build quote, and one review call
Planning only; implementation is quoted separately. The full $750 is credited against one implementation of $3,500 or more agreed within 30 days of Sprint delivery.
Discuss a Design SprintFor service businesses and agencies
Give every enquiry
a clear next step.
Connect capture, response, qualification, and booking in GoHighLevel. Your team can see who owns each lead, what has happened, and what needs attention.
Starting scope
- One business, one GoHighLevel account, one sales pipeline, and one booking calendar
- Up to two existing lead sources connected to the CRM
- Up to five workflows covering routing, follow-up, reminders, or reactivation
- One sales dashboard, end-to-end testing, documentation, and a team handover session
Measure the improvementFirst-response time, booking rate, overdue follow-ups, and lead-to-appointment conversion.
AI agents, new websites, multi-location rollouts, bulk data cleanup, and custom applications are scoped separately. A written proposal confirms exactly which channels and workflows are included.
Discuss your sales processFor teams doing too much manual coordination
Make the handoff
as good as the sale.
Connect one client journey—from a signed agreement through onboarding and delivery. Automate repeated tasks, give each exception an owner, and make progress visible.
Starting scope
- One agreed process spanning up to three existing tools
- Up to five workflows for intake, assignments, status updates, or approvals
- One operating dashboard and exception alerts to the responsible team member
- Acceptance testing, operating documentation, and one team training session
Measure the improvementTime to onboard a client, manual handoffs, overdue work, and hours spent on repeat admin.
Complex migrations, unsupported integrations, paid API access, and additional departments or processes are quoted separately after a technical review.
Discuss your operationsFor businesses with systems already in use
Keep improving
as the business grows.
Work with Dave on a prioritized backlog of system improvements, AI opportunities, and reliability issues. You get a defined monthly allocation and a record of what changed.
Starting scope
- Up to 12 hours per month across planning, reviews, support, and implementation
- One monthly strategy call and scheduled reviews of agreed workflows
- One active improvement at a time, sized against the remaining monthly capacity
- A monthly change log, performance review, and priorities for the next month
The initial three-month commitment starts at $5,400. Support is during agreed business hours; 24/7 monitoring and emergency response are not included. Unused capacity expires monthly. Larger builds or additional hours require a separate quote.
Discuss ongoing supportSpecialist projects
Extend the system
where it matters.
These can be added to a build or scoped as focused projects when your existing setup is ready.
Customer Lifecycle
One store-to-CRM journey, such as post-purchase follow-up, retention, or customer-service routing.
from $2,000 · USDExecutive Visibility
One management dashboard with agreed metrics and up to two existing data sources.
from $1,500 · USDAgency Delivery
One reusable GoHighLevel snapshot and an onboarding checklist, tested in one sub-account.
from $2,500 · USDDelivery standard
Every implementation
has a clear handover.
You approve the design before we build. We test the agreed scenarios, train the team, and document what has been delivered.
Acceptance criteriaWritten requirements make completion clear for both sides.
Visible progressRegular updates cover work completed, decisions, and open dependencies.
Account ownershipClient-owned accounts where supported; licenses and deliverable ownership are set out in the proposal.
30-day defect supportAfter acceptance, we correct build defects against the agreed scope. New features and vendor changes are separate.
Software, messaging, AI usage, paid media, and applicable taxes are separate. Any software purchase is agreed in advance. Macau clients can request a quote in MOP.
Before we start
A few useful answers.
Do I have to start with a Design Sprint?
Only when the problem or scope needs investigation. If the workflow is already clear, we can propose a defined implementation after the initial conversation.
Can you work with our existing tools?
Yes, where they support the required integrations. We review their capabilities and limitations before recommending any replacement or new subscription.
Will the system use AI for every step?
No. Predictable rules handle repeatable tasks. AI is used where it adds value, with approved knowledge, test scenarios, and a person to take over when needed.
What do you need from our team?
One person who owns the process, the necessary access and sample data, and timely decisions during testing. Access should be through named user permissions rather than shared passwords.
What happens after launch?
Every implementation includes documentation, training, and 30 days of defect support. Continued improvements can be quoted as a new project or handled through the AI Systems Partner engagement.
Start with your process
Let’s find the right
first project.
Tell us what takes too long, what gets missed, or what you cannot see clearly.