Plans & Pricing
Lead Launch
Never miss another lead, even when you're busy
$297/month
Professionally Branded Booking Funnel (mobile-friendly)
Mobile-friendly landing page with your logo and services
Built-in call-to-action buttons (e.g., Book Now)
Simple 2-step funnel design for higher conversions
Calendar Integration with Automatic Lead Capture
Embedded online calendar with custom availability
Automatically collects customer name, phone, and service type
Syncs with your CRM pipeline in real time
Missed Call → Instant Text-Back Automation
Sends an SMS within minutes of a missed call
Links back to booking form or call return
Helps recover leads when you’re with another client
Appointment Reminders (SMS & Email)
Automatically sends a reminder 24 hours and 2 hours before each job
Reduces no-shows and late cancellations
Fully customizable message templates
Webchat
Increase Website Conversions with an On-site Chat Widget that Moves Conversations to Text.
Google Review Request Flow (SMS + email)
Sends a friendly follow-up text with your Google review link
Increases local search ranking and trust
Can include feedback filter (route negative feedback internally)
Payments Tab Access + Invoicing Tools
Send custom-branded invoices directly to clients via email or SMS
Accept payments through credit card, Apple Pay, or Google Pay
Track paid, pending, and overdue invoices in one centralized dashboard
Simple CRM Pipeline
Example pipeline: New Lead → Booked → Completed
Drag-and-drop interface to move leads between stages
Includes custom tags to track booking status
Mobile App Access to Your CRM and Payments
Log in anytime on iOS & Android
View new leads, respond to messages, and track appointments from your phone
Get notifications for missed calls and new texts
Access to client dashboard (track leads and bookings)
24/7 login access to view leads and appointments
Talk to your customers across all platforms (text, email, webchat, social media, etc.)
Filter leads by date, status, or service
Full Access to Support in <24hrs of Request
Perfect For:
Small, local service businesses just starting out online who want to stop losing leads and start capturing bookings automatically.
MOST POPULAR
Client Magnet
Turn clicks and calls into booked appointments, automatically.
$547/month
Everything Included from Lead Launch Package
Google Business Profile Optimization
Update and manage your hours, photos, and service areas
Write compelling service descriptions and keyword-rich content
Help improve local search rankings on Google Maps
Automated Follow-Up Campaigns
Quote follow-ups that trigger after someone requests pricing
Reactivation campaigns for past customers who haven’t booked in 3+ months
Drip sequences for no-shows or cold leads
Instagram & Facebook DM Automation
Set auto-replies for DMs with keywords like “pricing,” “book,” or “location”
Include booking link and service info in replies
Capture IG/FB leads directly into your CRM pipeline
Lead Forms & Calendar Embedded on Website/Linktree
Add lead capture forms to your website or IG bio page
Forms sync to your pipeline and trigger workflows
Optional checkboxes for upsell add-ons
One-Time Retargeting Ad Setup (FB or Google)
Build and launch 1 retargeting ad campaign
Use custom audience from site visitors or funnel clicks
Drive people who didn’t book back to your funnel
Monthly Performance Reports Personally Delivered
See how many leads, bookings, and reviews you received
Understand which traffic source performed best
Delivered as PDF
Priority Support for Tweaks & Edits
Need a quick text change or service added?
Direct agency contact via email or dashboard
Immediate team attention to issues upon availability
Perfect For:
Service businesses with an online presence but no consistent lead pipeline looking to get more out of social media, Google, and inquiries.
Total Flow System
Know where every lead comes from and never let one slip through the cracks.
$897/month
Everything Included from Client Magnet Package
Advanced CRM Pipeline & Automation
Multiple stages: New Lead → Contacted → Quote Sent → Booked → Completed
Automatically move leads between stages based on activity
Use tags, triggers, and smart filters to organize leads by status or source
Lead Attribution + UTM Source Tracking
Track exactly where each lead came from (Facebook, Google, website, etc.)
Capture UTM data through hidden fields on forms
View performance per campaign in your dashboard
Automated Lead Source Routing + Smart Follow-Up Logic
Dynamically tag and sort new leads based on where they came from (Google, Facebook, website, IG DM, etc.)
Trigger different nurture sequences automatically (e.g., Facebook leads get testimonials, website leads get coupons)
Route leads to the correct sales pipeline or calendar based on intent and service requested
2 High-Converting Ad Campaigns
One Google Search or Facebook lead generation + One Retargeting Ad
Custom ad copy, creative, and targeting setup
Connected to funnel + lead tracking
2 Automated Nurture Sequences
Ex: Lost lead recovery (e.g., "Still interested?" automation)
Ex: Seasonal reactivation (e.g., "Winter Deal" or "Spring Cleanup")
Mix of SMS and email with built-in delays and conditions
Monthly Strategy Calls
1:1 Zoom session to review performance and refine strategy
Includes campaign analysis, pipeline review, and next steps
Recaps sent via email with action items
Custom KPI Dashboard
Track number of leads, booking rate, ad conversions, review growth, etc.
Organized by source, service, or timeframe
Perfect For:
Mid-size businesses looking to scale efficiently with better lead visibility and performance tracking.
Automated Operations Suite
Build a self-operating backend that turns your business into a machine.
$1,497/month
Everything Included from Total Flow System Package
Full Backend Workflow Automation
Referral system: Reward existing clients for referring new ones
Loyalty tracking: Send discounts after X bookings or Y months
Internal alert automations: Missed lead → Slack ping or admin email
Multi-Location Calendar, Pipeline, and Reporting
Separate calendars and pipelines per city or team
Filter leads and bookings by location
Reporting dashboards that break down performance by branch or user
User Roles & Staff Access
Add team members with permissions (e.g., admin, tech, support)
Assign calendars, pipelines, or tasks by role
Limit access to sensitive CRM data
2 Custom Backend Workflows (Built for You)
Example: Quote-to-Job automation (quote → follow-up → assign task to tech)
Example: Abandoned lead escalation (3 failed follow-ups → alert manager)
Includes design, testing, and delivery inside the platform
Dedicated Slack Channel for VIP Support
Integrate with Slack for your team
Real-time communication, updates, and file sharing from us to you
Optionally includes automated Slack alerts (e.g., hot lead notifications)
Quarterly Strategy Audits & Growth Roadmap
Deep-dive every 4 times a year into ads, workflows, CRM, and UX
Includes optimization plan, KPI review
Delivered via live Zoom
Perfect For:
Multi-location service businesses, franchise-style operators, or agencies ready to scale through smart backend automation and premium support.
Plans & Pricing
Lead Launch
Never miss another lead, even when you're busy
$297/month / $2,970/year
Professionally branded booking funnel (mobile-friendly)
Mobile-friendly landing page with your logo and services
Built-in call-to-action buttons (e.g., Book Now)
Simple 2-step funnel design for higher conversions
Calendar Integration with Automatic Lead Capture
Embedded online calendar with custom availability
Automatically collects customer name, phone, and service type
Syncs with your CRM pipeline in real time
Missed Call → Instant Text-Back Automation
Sends an SMS within minutes of a missed call
Links back to booking form or call return
Helps recover leads when you’re with another client
Appointment Reminders (SMS & Email)
Automatically sends a reminder 24 hours and 2 hours before each job
Reduces no-shows and late cancellations
Fully customizable message templates
Webchat
Increase Website Conversions with an On-site Chat Widget that Moves Conversations to Text.
Google Review Request Flow (SMS + email)
Sends a friendly follow-up text with your Google review link
Increases local search ranking and trust
Can include feedback filter (route negative feedback internally)
Payments Tab Access + Invoicing Tools
Send custom-branded invoices directly to clients via email or SMS
Accept payments through credit card, Apple Pay, or Google Pay
Track paid, pending, and overdue invoices in one centralized dashboard
Simple CRM Pipeline
Example pipeline: New Lead → Booked → Completed
Drag-and-drop interface to move leads between stages
Includes custom tags to track booking status
Mobile App Access to Your CRM and Payments
Log in anytime on iOS & Android
View new leads, respond to messages, and track appointments from your phone
Get notifications for missed calls and new texts
Access to client dashboard (track leads and bookings)
24/7 login access to view leads and appointments
Secure login portal
Filter leads by date, status, or service
Full Access to Support in <24hrs of Request
Perfect For:
Small, local service businesses just starting out online who want to stop losing leads and start capturing bookings automatically.
MOST POPULAR
Client Magnet
Turn clicks and calls into booked appointments, automatically.
$547/month / $5,470/year
Everything Included from Lead Launch Package
Google Business Profile Optimization
Update and manage your hours, photos, and service areas
Write compelling service descriptions and keyword-rich content
Help improve local search rankings on Google Maps
Automated Follow-Up Campaigns
Quote follow-ups that trigger after someone requests pricing
Reactivation campaigns for past customers who haven’t booked in 3+ months
Drip sequences for no-shows or cold leads
Instagram & Facebook DM Automation
Set auto-replies for DMs with keywords like “pricing,” “book,” or “location”
Include booking link and service info in replies
Capture IG/FB leads directly into your CRM pipeline
Lead Forms & Calendar Embedded on Website/Linktree
Add lead capture forms to your website or IG bio page
Forms sync to your pipeline and trigger workflows
Optional checkboxes for upsell add-ons
One-Time Retargeting Ad Setup (FB or Google)
Build and launch 1 retargeting ad campaign
Use custom audience from site visitors or funnel clicks
Drive people who didn’t book back to your funnel
Monthly Performance Reports Personally Delivered
See how many leads, bookings, and reviews you received
Understand which traffic source performed best
Delivered as PDF
Priority Support for Tweaks & Edits
Need a quick text change or service added?
Direct agency contact via email or dashboard
Immediate team attention to issues upon availability
Perfect For:
Service businesses with an online presence but no consistent lead pipeline looking to get more out of social media, Google, and inquiries.
Total Flow System
Know where every lead comes from and never let one slip through the cracks.
$897/month / $8,970/year
Everything Included from Client Magnet Package
Advanced CRM Pipeline & Automation
Multiple stages: New Lead → Contacted → Quote Sent → Booked → Completed
Automatically move leads between stages based on activity
Use tags, triggers, and smart filters to organize leads by status or source
Lead Attribution + UTM Source Tracking
Track exactly where each lead came from (Facebook, Google, website, etc.)
Capture UTM data through hidden fields on forms
Syncs with your CRM pipeline in real time
Automated Lead Source Routing + Smart Follow-Up Logic
Dynamically tag and sort new leads based on where they came from (Google, Facebook, website, IG DM, etc.)
Trigger different nurture sequences automatically (e.g., Facebook leads get testimonials, website leads get coupons)
Route leads to the correct sales pipeline or calendar based on intent and service requested
2 High-Converting Ad Campaigns
One Google Search or Facebook lead generation + One Retargeting Ad
Custom ad copy, creative, and targeting setup
Connected to funnel + lead tracking
2 Automated Nurture Sequences
Ex: Lost lead recovery (e.g., "Still interested?" automation)
Ex: Seasonal reactivation (e.g., "Winter Deal" or "Spring Cleanup")
Mix of SMS and email with built-in delays and conditions
Monthly Strategy Calls
1:1 Zoom session to review performance and refine strategy
Includes campaign analysis, pipeline review, and next steps
Recaps sent via email with action items
Custom KPI Dashboard
Track number of leads, booking rate, ad conversions, review growth, etc.
Organized by source, service, or timeframe
Perfect For:
Mid-size businesses looking to scale efficiently with better lead visibility and performance tracking.
Automated Operations Suite
Build a self-operating backend that turns your business into a machine.
$1,497/month / $14,970/year
Everything Included from Total Flow System Package
Full Backend Workflow Automation
Referral system: Reward existing clients for referring new ones
Loyalty tracking: Send discounts after X bookings or Y months
Internal alert automations: Missed lead → Slack ping or admin email
Multi-Location Calendar, Pipeline, and Reporting
Separate calendars and pipelines per city or team
Filter leads and bookings by location
Reporting dashboards that break down performance by branch or user
User Roles & Staff Access
Add team members with permissions (e.g., admin, tech, support)
Assign calendars, pipelines, or tasks by role
Limit access to sensitive CRM data
2 Custom Backend Workflows (Built for You)
Example: Quote-to-Job automation (quote → follow-up → assign task to tech)
Example: Abandoned lead escalation (3 failed follow-ups → alert manager)
Includes design, testing, and delivery inside the platform
Dedicated Slack Channel for VIP Support
Integrate with Slack for your team
Real-time communication, updates, and file sharing from us to you
Optionally includes automated Slack alerts (e.g., hot lead notifications)
Quarterly Strategy Audits & Growth Roadmap
Deep-dive every 4 times a year into ads, workflows, CRM, and UX
Includes optimization plan, KPI review
Delivered via live Zoom
Perfect For:
Multi-location service businesses, franchise-style operators, or agencies ready to scale through smart backend automation and premium support.
Add-Ons & Additional Services
Website Creation Packages
Starter Site
A clean, conversion-ready website to give your business a professional home online.
$750
One-Time
3-Page Website (Home, Services, Contact)
Mobile-responsive design
Lead capture form integrated with CRM or email
Custom domain setup
Google Analytics installation
Best For:
New businesses or service providers who need a simple, effective online presence that converts leads without the hassle of DIY builders.
Business Builder
A lead-focused website designed to drive bookings and build credibility.
$997
One-Time
Everything in Starter Site, plus:
5 Pages (Home, Services, About, Reviews, Contact)
Embedded booking/calendar system (syncs with CRM)
Basic on-page SEO (keywords, titles, alt text)
Trust elements: Testimonials, Certifications, Google Review embed
Contact form routing & thank you confirmation page
Best For:
Business owners ready to turn traffic into bookings and automate lead follow-up with a more complete, branded web presence.
Premium Site & Funnel System
Your full marketing hub optimized to convert, capture, and scale.
$1,497
One-Time
Everything in Business Builder, plus:
Full lead funnel integration (landing + thank you page)
A/B layout testing (basic)
Retargeting pixel installation (Meta/Google)
Blog setup or gallery page for SEO & content
2 follow-up automation triggers (e.g., form follow-up, review request)
1 walkthrough video for edits & training
Best For:
Growth-focused businesses that need a website that works like a full-time salesperson — built for advertising, lead nurturing, and long-term scalability.
Easily Integrates With Leading Apps
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