Most agencies try to bolt AI onto broken processes. That's like putting a turbo on a car with no steering wheel. Our 5-phase framework builds the foundation first, then layers intelligence on top, so every dollar you invest actually works.
We've seen agencies spend thousands on automation tools only to automate their own chaos faster. The result? More mess, delivered at scale.
Our approach is different. We start by getting your house in order, documenting your processes, cleaning up your data, and making sure your team can find what they need in seconds. Only then do we introduce AI and automation, building on a solid foundation where every workflow has a clear purpose.
Stop the daily firefighting through basic organization and AI literacy.
Timeline
4-8 weeks
Investment
$500 - $2,000
Time Savings
5-10 hrs/week
Digital scorecard + personalized report. 10-step prompt guide (PDF). File naming system. Email signature templates. Quote form templates. AI literacy training with certificate.
5-10 hours/week saved. 80% reduction in "how do I respond?" questions. All files findable within 2 minutes. Quote response time under 4 hours.
Why you'll need Phase 2: After using AI prompts daily, you'll notice the output sounds generic. "This doesn't sound like us" becomes the itch that Phase 2 scratches.
Create consistent brand voice and systematic approach to operations.
Timeline
6-10 weeks
Investment
$2,000 - $5,000
Time Savings
15-20 hrs/week
Brand voice guide with do's/don'ts and before/after examples. Custom AI instructions for ChatGPT and Claude. Tech stack audit with data flow mapping. SOP documentation for core processes. Team prompt library (50-100 prompts). Email template library.
15-20 hours/week saved. All AI content passes "sounds like us" test. Team follows consistent processes 80%+ of the time. New clients onboarded in 1/3 the time. Data entry reduced 40-50%.
Why you'll need Phase 3: You have perfect templates and documented processes, but you're still manually executing every workflow. "I use this template 200 times a year but still copy-paste it every time."
Automate repetitive workflows and add AI decision-making intelligence.
Timeline
8-12 weeks
Investment
$5,000 - $12,000
Time Savings
25-30 hrs/week
AMS integration (form-to-AMS, renewal reminders, birthday automations). Lead scoring and nurture sequences. Document AI for classification and data extraction. Social media auto-posting and newsletter system. Team performance dashboard with weekly reports.
25-30 hours/week saved. Lead response time under 5 minutes (automated). 80%+ routine communications automated. Document retrieval under 30 seconds. Owner can take a week off without daily check-ins.
Why you'll need Phase 4: Your workflows are automated but you're still babysitting them. "Did the renewal reminder send? Let me check... If something fails, I don't know until a client complains."
Systems run autonomously with intelligent monitoring and self-correction.
Timeline
10-16 weeks
Investment
$10,000 - $25,000
Time Savings
40+ hrs/week
Website chatbot trained on your brand voice. Email triage handling 70%+ autonomously. Predictive churn and cross-sell models. Anomaly detection for missed follow-ups. Automated compliance checks and audit trails. Multi-location performance dashboards.
40+ hours/week saved. 90%+ inquiries handled without human intervention. Zero missed renewals or follow-ups. 50%+ increase in cross-sell rate. Team productivity up 200-300%.
Why you'll need Phase 5: Your business runs smoothly on 30-40 hours/week. Now you're thinking bigger: "I could 10x this, or sell it for maximum value."
Enterprise-grade AI infrastructure for 10x growth or premium exit valuation.
Timeline
6-12 months
Investment
$25,000+
Valuation Impact
2-3x increase
Custom AI models trained on your agency data. Multi-channel AI (voice, chat, email, social). Revenue forecasting and market intelligence. Complete operations manual (AI-maintained). 3-5 year financial projections. Transferable systems documentation.
Agency valuation 2-3x higher. Ability to scale 500%+ without proportional cost increase. Owner working 10-15 hours/week (strategic only). Business operates 30+ days without owner. Exit-ready with 30-60 days notice.
Every agency is different. Choose the engagement model that fits your budget, timeline, and how hands-on you want to be. See detailed pricing for each model.
You do the work with our templates, training videos, and weekly office hours for support. Best for budget-conscious agencies who like getting their hands dirty. Covers Phases 1-2.
Starting at $500
Your time investment: 10-15 hrs/week
We co-create everything together. You bring the knowledge of your agency, we bring the AI and systems expertise. Scheduled coaching calls, priority support, collaborative implementation. Covers Phases 1-3.
$3,500 - $12,000
Your time investment: 5-8 hrs/week
We handle everything. You approve and review, we build, implement, and optimize. Dedicated team, daily support, white-glove migration. Covers Phases 3-5.
$10,000 - $100,000+
Your time investment: 2-4 hrs/week
Take our free self-assessment. In 10 minutes, you'll know exactly which phase your agency needs, with a personalized action plan.
Free 30-min call. No commitment required.