We connect the apps you already use so work moves on its own. A signed proposal sends the contract, a signed contract sends the invoice, a paid invoice starts onboarding, and your inbox sorts itself. We also set up a team knowledge assistant that answers "how do we do X?" from your own SOPs, in your voice.
What it looks like
How we set it up
We list every repeated task: where it starts, what apps it touches, who does it today.
Zapier, Make or n8n, with clear names, one owner per automation, duplicate checks and filters for test entries and spam.
Every automation tells a real person when it fails. Silent failures are the most expensive kind.
Your prices, SOPs, FAQs and brand voice organized into a Claude Project your team can ask, with no passwords or private data inside.
Quick wins in month 1, the revenue engine in month 2, scale and visibility in month 3.
Tools and what they cost
Prices checked October 29, 2026. You pay each tool directly at its own price; we never mark them up.
| Tool | What it does | Typical cost |
|---|---|---|
| Zapier | Connects 9,000+ apps | Free (100 tasks/mo); Pro from $19.99/mo billed yearly |
| Make or n8n | Bigger or more complex flows at lower cost | Free tiers available; paid plans vary |
| Claude (Pro or Team) | The knowledge assistant and AI steps inside flows | $20/mo Pro; Team $25/seat/mo |
Monthly tool costA minimum automation stack usually runs about $67–$100 a month.
TimelineAbout 2–6 weeks depending on how many flows. Most businesses save 10–25 hours a week once all three phases are live (estimate).
Pricing
Proposal-to-payment automation and the knowledge assistant are part of AI Operations ($15,000+).
One AI agent, built around your business, tested and live in about 2–3 weeks.
Starting at$5,000setup
Care plan from $497/mo
Three agents working together, so every call, lead and happy customer gets handled.
Starting at$9,500setup
Care plan from $997/mo
The whole back office on autopilot, with a dashboard you can talk to.
Starting at$15,000+setup
Care plan from $1,497/mo
Software and phone-minute costs (for example Bland AI at $0.14 a minute) are billed to you by each tool at their price. We never mark them up, and each service page shows what they usually cost.
Agency MAX is the AI toolkit we use, from $100 to set up on your own.
FAQ
Zapier is the easiest and connects the most apps. Make is cheaper for bigger flows. n8n can be self-hosted. We pick per job and keep it as simple as possible.
It alerts its named owner right away, and we set up retries and duplicate checks so a hiccup doesn't double-charge or double-send anything.
Yes. A typical flow is proposal accepted → contract sent for e-sign → signed contract triggers the deposit invoice → paid invoice starts onboarding and books the kickoff call.
Claude plus a folder of what your business knows: prices, SOPs, FAQs and brand voice. Your team asks it instead of asking you, and it answers in your voice from your documents.
It depends on your business, but small teams commonly save 10–25 hours a week once the full roadmap is live. We estimate it for you on the free call.
Works well with
Most owners never open their reports, but they will ask a question out loud. We build a live dashboard for your sales, bookings, spending and payouts, with MAX, a voice assistant that answers from your real numbers and highlights the card it's talking about. Try the demo below: tap the orb and ask about sales.
Leads from your website, Facebook and Google ads, Instagram DMs and phone calls all land in one CRM within seconds. Each one gets an instant text and email, is assigned to the right person, and that person gets a task to call within 5 minutes. Leads who don't book go into a follow-up sequence instead of being forgotten.
Learn to run these AI systems yourself.
Free 15-minute call. We'll tell you what to make, what to automate first and what it costs.