AI Automation
Automate your leads, CRM, and reporting so you can focus on growth.
Your team wastes hours on admin. AI automation handles repetitive tasks β accurately and instantly.
AI chatbots & phone agents for leads
Automated CRM & email workflows
Lead scoring & smart routing
Monthly optimization & monitoring
Pricing Packages
π§© Starter Plan
Get your essential automations set up and running.
$
597
99
Monthly -
Includes: 3 Core Automations + Reporting Dashboard
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Lead Capture & Routing Automation β Instantly collects new leads from your website, chat, or forms and sends them to the right person (or CRM) with zero manual input.
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Automated Follow-Up Sequence β Sends a personalized email or text sequence to every new inquiry within minutes, improving conversion rates by 20β40%.
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Weekly Performance Reporting β Youβll receive an automated analytics dashboard summarizing leads captured, conversions, and engagement metrics.
π§© Starter Plan
Perfect for: Startups, agencies, or small businesses who want automation basics without heavy integrations β fast setup, easy wins.
π€ Growth Plan
Expand your automation to include client management and AI-powered communication.
$
997
99
Monthly -
Includes: 3 Core Automations + Reporting Dashboard
-
CRM Integration & Sync β Connects your automation directly with HubSpot, Pipedrive, or Zoho to track leads and update client status automatically.
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AI Chat Integration β Adds a smart website chat agent trained to answer FAQs, capture leads, and even schedule calls directly to your calendar.
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Advanced Workflow Builder β Custom conditional workflows (e.g., βIf client opens email β send next offer β notify salesβ)
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Bonus: Monthly strategy call to review automation performance and new opportunities.
π€ Growth Plan
Perfect for:
Established agencies or service-based businesses that want to scale client handling, reduce response time, and centralize their sales flow.
Popular
π§ Pro Plan
βFull AI system with voice automation and deep analytics β for total scalability.β
$
1997
99
Monthly -
Includes everything in Growth, plus:
-
AI Phone Agent Setup β A professional voice assistant that answers calls, qualifies leads, and routes them to the right department automatically.
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End-to-End Workflow Management β AI-powered task routing between your CRM, email, calendar, and project tools (like Trello, Asana, or Notion).
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Custom AI Reports & Insights β Monthly performance analysis using your data to uncover patterns, bottlenecks, and ROI projections.
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Bonus: Priority support + quarterly optimization session with Joseph directly.
π§ Pro Plan
Bonus: Priority support + quarterly optimization session with Joseph directly.
Popular
Rachel M.,
Marketing Director, TX
βOur AI agent now books calls while we sleep!β
Joseph set up an AI chat and phone agent that answers leads instantly β our response rate tripled. It feels like we hired a 24/7 sales rep.
Daniel K.,
J &J Agency Owner, FL
βOur CRM runs itself.β
The automation Joseph built eliminated manual data entry and missed follow-ups. Leads move through our pipeline automatically, and reports update in real time.
Sophia L.
Bay Area HVAC - Operations Manager, CA
βEvery lead goes to the right person β instantly.β
The smart routing and dashboard system Joseph created gives us complete visibility. No more lost leads or messy spreadsheets β everything is automated and clear.
