$4,000 - $7,000+ setup

+ $697 - $997/mo retainer

Delivery: 2-4 weeks

The Scale tier is for businesses ready to automate at the organizational level. We connect every department — sales, operations, marketing, support — into one intelligent automation ecosystem. Custom AI integrations, voice agents, advanced monitoring, and monthly strategy reviews ensure your system evolves with your business.

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What's Included

End-to-End Automation

Every department connected. Data flows from lead capture through sales, onboarding, service delivery, billing, and retention — without manual handoffs.

Custom AI Integrations

Purpose-built AI agents for your specific needs — document analysis, customer communication, content generation, decision support, and more.

Voice Agent Add-On

AI-powered phone agents that answer calls, qualify leads, book appointments, and handle customer inquiries 24/7.

Advanced Monitoring & Alerts

Enterprise-grade monitoring with custom alert rules, performance metrics, and anomaly detection.

Staged Deployment

Phased rollout across departments to minimize disruption. Each stage tested and validated before proceeding.

Comprehensive Documentation

Full system architecture documentation, workflow diagrams, and team training materials.

Monthly Strategy Reviews

Monthly calls to review performance, identify new automation opportunities, and plan system expansions.

Not included in Scale:

Custom AI model training (available as add-on)Hardware or physical infrastructureThird-party software license costs

Example Workflows

Full-Stack Business Automation

1Leads captured from all channels (web, phone, social, referral)
2AI scores, routes, and responds to every lead instantly
3Sales pipeline managed with automated follow-ups and reminders
4Client onboarded with automated welcome sequence + project setup
5Service delivery tracked with milestone notifications
6Invoicing, payment collection, and reconciliation automated
7Post-service review requests and retention sequences
8Monthly AI-generated performance reports delivered to leadership

Multi-Location Operations

1Centralized lead distribution across locations
2Location-specific scheduling and dispatch
3Cross-location inventory and resource sharing
4Unified reporting dashboard across all locations
5Location performance comparison and optimization alerts
6Automated compliance and quality checks

Ideal For

Established businesses with multiple departments, locations, or complex operations. If you're coordinating across teams and systems manually, Scale eliminates the overhead and gives you a unified automation platform.

Scale Tier FAQ

A custom AI phone agent that handles inbound calls — answering questions, qualifying leads, booking appointments, and routing complex inquiries to your team. It works 24/7 and sounds natural in conversation.

Each month, we review your automation performance data, identify bottlenecks or opportunities, and plan the next round of optimizations. Think of it as having a fractional automation strategist on retainer.

Absolutely. Scale is designed for complexity — multiple locations, departments, and workflows all connected. We build location-aware routing, centralized reporting, and cross-location coordination.

For particularly complex projects (10+ systems, custom AI models, multi-location deployments), the setup investment may exceed $7,000. We scope everything during the Discovery Call so there are no surprises.

Ready to Automate Your Business?

Book a free Discovery Call and we'll map out exactly where AI automation can save you time and money. No commitment, no generic pitch — just a custom plan built for your business.

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