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Automation & Infrastructure

The systems that handle every lead, customer, and internal hand-off

Voice, chat, CRM, workflows, booking, and the managed layer that keeps it all running. Start with one service or run the full system.

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These are the systems that run your business day to day. Every offer below works on its own, connects cleanly to the next, and comes with ongoing managed support so it keeps working after launch.

AI Voice ReceptionistWebsite Chatbot & Multi-Channel AI ChatCRM & Lead Systems (GoHighLevel build-outs)Business Process Automation (n8n / Custom)Booking & Scheduling InfrastructureAEO & GEO (AI Search Visibility)Digital Clone StudioWeb / App / SaaS / Shopify DevelopmentManaged Services (Retainer Layer)AI Consulting

01

AI Voice Receptionist

You will never lose a lead to a missed call again, and you will book appointments while you sleep.

Best fit: Home services, dental, medspa, law firms, real estate, anyone losing leads to missed calls or after-hours inquiries.

Add-ons

  • Outbound voice campaigns for reactivation and confirmations
  • Custom voice clone for the agent
  • After-hours emergency dispatch workflow

Voice Lite

Single-number AI receptionist with basic qualification and missed-call text-back.

  • 1 Vapi agent and 1 dedicated number
  • 3–5 question qualification script
  • SMS fallback for missed calls
  • Calendly hand-off

Timeline · 5–7 days

Voice Pro

Full intake, booking, emergency routing, and CRM sync.

  • Everything in Voice Lite
  • GoHighLevel or CRM integration
  • Hot / warm / cold routing
  • Live-tech transfer
  • Conversation logging and intent tagging

Timeline · 10–14 days

Voice Enterprise

Multi-location, multi-language, custom logic, and outbound voice.

  • Everything in Voice Pro
  • Multi-number routing
  • Language switching
  • Outbound callback flows
  • Custom analytics dashboard

Timeline · 3–4 weeks

FAQ

AI Voice Receptionist: common questions

No. It is configured to match how your business talks, handles real back-and-forth, and hands off to a human when a call needs one.

02

Website Chatbot & Multi-Channel AI Chat

The lower-friction companion to the voice stack, capture, qualify, and book from the site and DMs.

Best fit: Any business with web traffic or active social DMs that go unanswered.

Chat Starter

One website widget for FAQ and lead capture.

  • Pre-built widget framework
  • 20-question knowledge base
  • Form hand-off

Timeline · 3–5 days

Chat Multi-Channel

Website plus Instagram DM, Facebook Messenger, and WhatsApp.

  • Everything in Starter
  • Three additional channels
  • Unified inbox routing

Timeline · 7–10 days

Chat + Booking

Multi-channel chat with appointment booking and CRM sync.

  • Everything in Multi-Channel
  • Calendly or GoHighLevel integration
  • Qualification logic
  • Human hand-off fallback

Timeline · 10–14 days

FAQ

Website Chatbot & Multi-Channel AI Chat: common questions

No. Every tier includes a human-handoff fallback the moment a conversation exceeds the bot's scope.

03

CRM & Lead Systems (GoHighLevel build-outs)

A standardized, templated CRM environment built for rapid deployment with an aggressive 5-day follow-up cadence.

Best fit: Sales Directors and SMB owners whose leads go cold in 5 minutes.

CRM Foundation

CRM account setup, pipeline, and the basic automations every business needs.

  • 5-stage pipeline
  • Lead capture forms
  • Instant SMS and email response
  • Calendar sync

Timeline · 5–7 days

CRM Velocity

Foundation plus the 5-day aggressive follow-up engine and missed-call text-back.

  • Everything in Foundation
  • Multi-step SMS and email sequences
  • Missed-call automation
  • Lead scoring
  • Reporting dashboard

Timeline · 10–14 days

CRM Multi-Brand

White-label CRM rollout for agencies and multi-location operators.

  • Everything in Velocity
  • Sub-account templating
  • Snapshot library
  • Agency dashboard
  • Client onboarding automation

Timeline · 3–4 weeks

FAQ

CRM & Lead Systems (GoHighLevel build-outs): common questions

GoHighLevel is the default because deployment is fast. Equivalent platforms are accepted when there is a real reason.

04

Business Process Automation (n8n / Custom)

Replaces 'Zapier almost works' and manual copy-paste between your CRM, phone system, spreadsheets, and databases.

Best fit: Operators bleeding hours on manual data entry between tools.

Automation Audit

Full stack review, automation roadmap, and ROI sizing.

  • 90-minute discovery
  • Written audit
  • Prioritized automation backlog
  • ROI estimate per workflow

Timeline · 1 week

Workflow Pack (3)

Build three production workflows from the audit backlog.

  • 3 fully tested n8n workflows
  • Error handling and Slack alerts
  • Documentation

Timeline · 2 weeks

Workflow Pack (10)

Full ops automation engagement.

  • 10 production workflows
  • Integration library
  • Monitoring and runbook
  • Team training

Timeline · 4–6 weeks

Custom Build

Bespoke automation, dispatch engines, internal tools, marketplaces, scoped per project.

  • Discovery sprint
  • Fixed-scope statement of work
  • Build, test, and hand-over

FAQ

Business Process Automation (n8n / Custom): common questions

Standard library covers GoHighLevel, Twilio, Vapi, Calendly, Slack, Supabase, Sheets, Airtable, Apollo, Clay, Stripe, Shopify, Meta Ads, OpenAI and Anthropic.

05

Booking & Scheduling Infrastructure

A calendar and scheduling stack integrated and tested before launch, including no-show recovery.

Best fit: Add-on to Voice / Chat / CRM, or standalone for clients with a working CRM but a broken booking flow.

Booking Setup

Calendar integration with reminders and self-service rescheduling.

  • Google Calendar or GoHighLevel Calendar integration
  • 24-hour and 2-hour reminders
  • Self-service reschedule and cancel

Booking + No-Show Recovery

Booking Setup plus an automated no-show win-back sequence and show-rate reporting.

  • Everything in Booking Setup
  • No-show win-back sequence
  • Show-rate reporting

FAQ

Booking & Scheduling Infrastructure: common questions

Yes. 24-hour and 2-hour reminders meaningfully cut no-show rates, and the win-back sequence recovers the ones that still slip.

06

AEO & GEO (AI Search Visibility)

Get your business cited inside ChatGPT, Perplexity, Claude, and Google AI Overviews, the new SEO.

Best fit: Professional firms, B2B SaaS, and any business whose buyers ask AI for recommendations.

AEO Baseline

Entity build-out, schema deployment, and foundational citations.

  • Audit
  • Schema deployment
  • 10 high-authority citations
  • Prompt-surface baseline report

Timeline · 2–3 weeks

AEO Growth

Ongoing citation seeding and prompt-surface tracking.

  • Everything in Baseline
  • 10 citations per month
  • Monthly prompt-surface tracking
  • AI Overview monitoring

FAQ

AEO & GEO (AI Search Visibility): common questions

SEO targets ranked links. AEO targets being cited inside the answer AI assistants generate, a different and increasingly important surface.

07

Digital Clone Studio

Founder voice and likeness cloned for content production, outreach video, and inbound coverage.

Best fit: Agency owners, founders, and personal brands.

Voice Clone

ElevenLabs voice clone, training, and integration into Vapi and outbound.

  • Trained ElevenLabs voice
  • Integration into Vapi
  • Outbound voice ready

Avatar Clone

HeyGen or Synthesia avatar with five starter scripts.

  • Trained avatar
  • 5 starter scripts produced

Full Persona Studio

Voice plus avatar plus scripted content engine with monthly drops.

  • Voice and avatar clones
  • Scripted content engine
  • Monthly content drops

FAQ

Digital Clone Studio: common questions

Yes. Your voice, likeness, and the underlying assets remain yours. We operate the studio on your behalf.

08

Web / App / SaaS / Shopify Development

Custom funnels, mobile apps, SaaS builds, and Shopify, delivered against a fixed-scope statement of work.

Best fit: Agency owners and SMBs that cannot build in-house.

Conversion Funnel

1–3 page funnel with copy, design, build, and A/B-ready setup.

  • Copy
  • Design
  • Build
  • A/B-ready instrumentation

Marketing Site

5–8 page site with CMS and integrations.

  • Design system
  • CMS setup
  • Integrations

Shopify Store Setup

Theme build, products loaded, payments, and email flows.

  • Theme build
  • Products
  • Payments
  • Email flows

Custom Shopify Dev

Bespoke apps, checkout extensions, and headless builds.

  • Discovery
  • Build
  • QA and launch

Mobile App (MVP)

iOS and Android via React Native or Flutter, scoped to MVP.

  • Scoped MVP feature set
  • Cross-platform build
  • Launch support

SaaS Build (MVP)

Full-stack web app with auth, billing, and core feature set.

  • Auth and billing
  • Core features
  • Deployment

FAQ

Web / App / SaaS / Shopify Development: common questions

Every dev engagement starts with a discovery sprint and lands on a fixed-scope statement of work before the build begins.

09

Managed Services (Retainer Layer)

Monitoring, optimization, and ongoing support that keeps every build working after launch.

Best fit: Every automation client at build hand-off. Most start with Care.

Care

Uptime monitoring, incident response (next business day), and monthly health report.

  • Uptime monitoring
  • Incident response
  • Monthly health report

Optimize

Care plus monthly optimization pass on flows and copy, and a quarterly strategy call.

  • Everything in Care
  • Monthly optimization pass
  • Quarterly strategy call

Partner

Optimize plus dedicated Slack channel, 4-hour incident SLA, and unlimited minor changes.

  • Everything in Optimize
  • Dedicated Slack channel
  • 4-hour incident SLA
  • Unlimited minor changes

FAQ

Managed Services (Retainer Layer): common questions

It is not required, but every automation build is offered a Managed Services tier at hand-off. Most clients choose Care.

010

AI Consulting

Strategy, automation audits, stack evaluation, ROI modeling, and roadmap.

Best fit: Larger SMBs and professional firms not yet ready for a full build.

Strategy Sprint

2-week engagement covering discovery, stack audit, 12-month automation roadmap, and ROI model.

  • Discovery interviews
  • Stack audit
  • 12-month automation roadmap
  • ROI model

Fractional AI Lead

Ongoing advisory with two calls per week, async Slack support, and vendor selection.

  • 2 calls / week
  • Async Slack support
  • Vendor selection

Workshop / Training

Half-day or full-day onsite or virtual workshop for the client team.

  • Tailored agenda
  • Live workshop
  • Follow-up materials

FAQ

AI Consulting: common questions

It is positioned as a standalone engagement, but the roadmap directly informs any subsequent build and scope is preserved.

FAQ

Automation & Infrastructure: how it works

No. Every automation service works on its own. Most clients start with one, usually the AI receptionist or CRM, then expand.