02 Build engagement

Automate the Grind.

Hands-on implementation. I build the lead follow-up, intake, scheduling, and content workflows that run while your team sleeps — connected to the tools you already pay for.

Investment
Project-based
Typical: $7,500–$25,000
What gets built

The workflows that eat the most hours — running on autopilot.

Lead Response

Never miss a lead again.

Every inbound form, call, or DM triaged and replied to within 90 seconds — personalized from your past work, qualified, and dropped into the right slot on your calendar.

Intake & Qualification

Skip the boring call.

AI-assisted intake forms and pre-call briefs so your team shows up to qualified meetings — with a one-page summary of the prospect already in hand.

Follow-Up Sequences

Cold leads, warmed automatically.

Context-aware follow-ups that reference the prospect's actual situation, not "hey just bumping this up." Touches for 30, 60, 90 days.

Custom GPTs

Your team's in-house experts.

Role-tuned assistants — intake specialist, quote writer, content drafter, onboarding — trained on your SOPs, templates, and voice.

Content Pipeline

Social & email on rails.

Drafting workflows so one hour a week of your real expertise turns into a full month of posts, emails, and video scripts.

Reporting & Admin

Invisible busywork.

Invoicing summaries, time reconciliation, client status updates, team check-ins — drafted by AI, reviewed by you, sent before lunch.

Deliverables

Working systems — not slideware.

By the end of the engagement, every workflow we scope is live inside your business, connected to your tools, and documented so any team member can understand and run it.

  • Live automations in your stack

    Built in the tools you already use — Zapier, Make, HubSpot, your CRM, Slack, Gmail, Notion.

  • Custom GPTs & prompt libraries

    Role-specific assistants your team can use from day one.

  • Written SOPs

    Every workflow documented with screenshots, owners, and fallback steps — so when something breaks you know exactly what to do.

  • Team training session

    Live handoff so your team is confident running it on day one.

  • 30-day tune-up

    Included. I come back a month after launch to tighten prompts, fix edge cases, and measure actual ROI.

Typical scopes

Three common engagement sizes.

Exact scope is set after a Gameplan or a Clarity Call. These are ballparks, not menus.

Starter
$7,500
3–4 weeks
  • → 1 core workflow automated
  • → 1 custom GPT
  • → Written SOP + training
Typical
$12,500
5–6 weeks
  • → 2–3 workflows automated
  • → 2 custom GPTs
  • → Content pipeline
  • → Training + 30-day tune-up
Deep Build
$25,000+
8–10 weeks
  • → End-to-end lead + intake + ops
  • → 3–5 custom GPTs
  • → Team-wide rollout
  • → Quarterly review included

Ready to get your hours back?

Book a Free Clarity Call →
Not built yet? Start with The AI Gameplan →