Solution

Custom Workflows and Integrations, Quoted per Project.

CRM workflows, intake, routing, and integrations beyond the supported booking and scheduling systems. Scoped and quoted separately.

Scoped project, quoted separately

Not included in the $999/month Growth System. We scope and quote this work after your free growth audit.

See what the package includes

Capabilities

CRM setup and workflows

Lead routing and assignment

Customer intake automation

Automated internal notifications

Reporting and dashboards

Custom integrations

How it works in practice

New leads are routed to the right team member automatically.

Intake forms populate your CRM without manual entry.

Weekly reporting is generated on a schedule.

Implementation

Audit

We review your visibility, call handling, and follow-up.

Configure

We set up your AI agent, profile management, and workflows.

Launch

We test it together, get your approval, and go live.

Recurring price: $999/month, plus a $999 one-time setup that is waived with a six-month commitment. Each month includes 1,000 voice minutes and 5,000 text messages.

FAQ

What tools do you integrate with?

We work with the booking and scheduling systems supported by the Growth System, and build other integrations as scoped project work.

Will this disrupt my current process?

We phase changes in alongside your existing workflow and test before going live.

Is this included in the monthly package?

No. Custom automation and integrations are scoped projects, quoted separately.

See it in action.

Request your free growth audit and we'll show you how this fits your business.

Get My Free Growth Audit