Services Approach Insights Pricing About FAQ

Simple structure.
No number until we know your situation.

Every engagement has two parts, priced separately because they cost differently to deliver. A one-time setup fee covers building and configuring the system around how your team actually works. A monthly retainer covers keeping it running, maintained, and improved.

AI Sales Assistant
FOLLOW-UP & CRM AUTOMATION

Converts raw post-call notes into a ready-to-send follow-up email and a structured CRM deal summary, removing the manual admin that follows every sales call.

Setup Includes

  • Workflow & CRM configuration
  • Integration with existing tools
  • Testing against real call data
  • Team onboarding

Retainer Includes

  • Ongoing system operation
  • Monitoring & issue resolution
  • Monthly performance review
  • Ongoing refinement
Financial Reporting AI
BOARD-READY REPORTING

Converts raw financial data into a board-ready executive report, KPI summary, variance analysis, and outlook, consistent every month regardless of who is available to build it.

Setup Includes

  • Report format & template design
  • Data source configuration
  • Testing against real financials
  • Team onboarding

Retainer Includes

  • Monthly report generation
  • Monitoring & issue resolution
  • Format refinement as needed
  • Direct support
Both Products, Bundled
PREFERRED PACKAGE

For teams adopting both systems together. One combined setup, one relationship, one monthly invoice, at a lower combined rate than purchasing each separately.

Why there's no price list here. A generic number would be built for nobody in particular, the same reason we don't build generic tools. Pricing depends on team size, current workflow, and which systems you're connecting to. We'll give you an exact figure on the scoping call, before anything is agreed, not a range you have to guess your way around.

20-minute call · No commitment · No sales pressure

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