AI Automation

AI Automation

Automate your leads, CRM, and reporting so you can focus on growth.

overwhelmed person at desk

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

🧩 Starter Plan

Get your essential automations set up and running.
$ 597
99
Monthly
  • Includes: 3 Core Automations + Reporting Dashboard
  • Lead Capture & Routing Automation – Instantly collects new leads from your website, chat, or forms and sends them to the right person (or CRM) with zero manual input.
  • Automated Follow-Up Sequence – Sends a personalized email or text sequence to every new inquiry within minutes, improving conversion rates by 20–40%.
  • Weekly Performance Reporting – You’ll receive an automated analytics dashboard summarizing leads captured, conversions, and engagement metrics.

πŸ€– 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 – Connects your automation directly with HubSpot, Pipedrive, or Zoho to track leads and update client status automatically.
  • AI Chat Integration – Adds a smart website chat agent trained to answer FAQs, capture leads, and even schedule calls directly to your calendar.
  • Advanced Workflow Builder – Custom conditional workflows (e.g., β€œIf client opens email β†’ send next offer β†’ notify sales”)
  • Bonus: Monthly strategy call to review automation performance and new opportunities.
Popular

🧠 Pro Plan

β€œFull AI system with voice automation and deep analytics β€” for total scalability.”
$ 1997
99
Monthly
  • Includes everything in Growth, plus:
  • AI Phone Agent Setup – A professional voice assistant that answers calls, qualifies leads, and routes them to the right department automatically.
  • End-to-End Workflow Management – AI-powered task routing between your CRM, email, calendar, and project tools (like Trello, Asana, or Notion).
  • Custom AI Reports & Insights – Monthly performance analysis using your data to uncover patterns, bottlenecks, and ROI projections.
  • Bonus: Priority support + quarterly optimization session with Joseph directly.
Popular
Rachel M.,
Marketing Director, TX
β€œOur AI agent now books calls while we sleep!” 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
β€œOur CRM runs itself.” 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
β€œEvery lead goes to the right person β€” instantly.” 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.