AI Business Services & Automation Packages
Success Leverage builds AI-powered business systems in layers, from a professional digital foundation to a full AI business engine. Choose a core package, add a targeted standalone solution, or pair your setup with monthly support to keep everything running and improving.
Services built to layer together
Our offerings fall into three groups. Core packages move you from a professional digital presence to a full AI business engine. Standalone solutions target specific needs on their own or alongside any package. Monthly support plans keep your systems running, monitored, and optimized over time.
Core packages
Five core packages take you from establishing a professional digital presence to operating a full AI business engine. Each one builds on the package before it, so you can start where you are and scale as you grow.
Foundation
Establish a professional digital presence and essential business infrastructure.
- Professional website design and build
- Mobile-responsive pages
- Basic SEO setup
- Contact and lead capture forms
- CRM setup and configuration
- Sales pipeline setup
- Appointment calendar integration
- Basic email and SMS automation
- Lead notifications
- Appointment confirmations and reminders
- Social media profile integration
Ascend
Automate customer engagement, streamline lead management, and improve follow-up.
Includes Everything in Foundation.
- Website AI chat assistant
- AI lead qualification
- Automated SMS and email follow-up
- Missed-call text-back
- Lead nurture workflows
- Appointment booking automation
- Social Planner setup
- AI-assisted social media content setup
- Content calendar configuration
- Customer re-engagement workflows
- Basic performance tracking
Authority
Build a comprehensive AI-powered business engine for customer acquisition, engagement, and conversion.
Includes Everything in Ascend.
- Custom AI Voice Receptionist
- AI-powered inbound call handling
- AI conversation and lead routing
- Advanced AI lead qualification
- Custom workflow automation
- CRM customization and optimization
- Advanced pipeline automation
- Lead generation funnel
- Reputation and review automation
- Review request campaigns
- QR-code lead capture system
- Advanced social media automation
- Customer reactivation campaigns
- Reporting and optimization setup
Expansion
Scale and integrate complex business operations, marketing systems, and AI-powered customer experiences.
Includes Everything in Authority, as applicable.
- Multiple AI agents and specialized workflows
- Multi-location or multi-department configuration
- Advanced CRM architecture
- Multiple websites, funnels, or landing pages
- Advanced lead routing and scoring
- Complex business process automation
- CRM migration and data integration
- Custom third-party integrations
- Advanced marketing campaign automation
- Multi-location reputation management
- Advanced analytics and reporting
- Ongoing strategic optimization planning
AI Front Desk
Provide an intelligent, automated front-office experience for businesses that need consistent customer communication.
- Custom AI Voice Receptionist
- Inbound call answering
- Business FAQ knowledge base
- Lead capture and qualification
- Appointment scheduling
- Call routing and escalation rules
- Website AI chat assistant
- Missed-call text-back
- CRM integration
- Automated appointment confirmations
- Call summaries and conversation tracking
Standalone solutions and add-ons
Targeted systems for specific needs. Each is available on its own or alongside any core package.
AI Business Audit
Identify opportunities to improve operations, automate tasks, and increase lead conversion.
- Website and digital presence audit
- Lead capture assessment
- Customer journey review
- AI and automation opportunity analysis
- CRM and follow-up evaluation
- Competitor and online visibility review
- Customized AI Business Growth Roadmap
- Strategy consultation
Revenue Recovery
Recover missed opportunities and re-engage existing leads and customers.
- Missed-call text-back
- Unanswered lead follow-up
- Automated SMS and email sequences
- Appointment reminder workflows
- No-show recovery campaigns
- Dormant lead reactivation
- Customer re-engagement campaigns
- Review and referral request automation
- Lead recovery pipeline
- Recovery performance tracking
Lead Generation System
Create a repeatable system for attracting, capturing, qualifying, and nurturing new prospects.
- Campaign strategy
- Landing page or lead capture funnel
- Forms and surveys
- Lead magnet integration
- CRM and pipeline integration
- Automated lead delivery
- AI-assisted lead qualification
- SMS and email nurture sequences
- QR-code campaign integration
- Lead source tracking
- Campaign performance dashboard
Social Content Engine
Build and maintain a consistent, AI-assisted social media presence that supports brand visibility and lead generation.
- Social media account integration
- Brand voice configuration
- AI-assisted content strategy
- Content calendar
- AI-assisted post creation
- Platform-specific content adaptation
- Social media scheduling
- Promotional campaign planning
- Monthly content planning
- Basic performance reporting
Monthly support plans
Once your systems are in place, ongoing support keeps everything running, monitored, and optimized. Plans range from basic maintenance to advanced AI optimization and strategic planning.
Essential
$197/moMaintain the core digital business infrastructure.
- CRM and website support
- Basic workflow monitoring
- Platform maintenance
- Email support
- Minor system updates
Growth
$397/moKeep customer engagement and marketing automation running smoothly.
Includes Everything in Essential.
- Automation monitoring
- SMS and email workflow adjustments
- Social Planner support
- Monthly performance review
- Basic campaign optimization
AI Growth
$697/moMaintain and optimize AI-powered customer engagement systems.
Includes Everything in Growth.
- AI agent monitoring and refinement
- Voice AI configuration support
- Conversation workflow optimization
- Lead conversion analysis
- Monthly optimization consultation
Scale
$997+/moProvide ongoing strategic and technical support for more complex business systems.
Includes Everything in AI Growth.
- Advanced workflow optimization
- Multiple AI agent support
- Advanced campaign optimization
- CRM and pipeline refinement
- Expanded reporting
- Priority support
- Monthly strategic planning
Not sure which package fits your business?
Start with an AI Business Audit to see exactly where AI and automation can improve your operations and lead conversion, or call us to talk through the right path for your goals.