CRM Services:
BASIC
CRM ACCESS
$49/mo
CRM features include:
Limited CRM access
Full-service website
Forms & surveys
(questionnaires for leads)
Notification automations
(basin email workflows)
Calendars & scheduling
(booking like Calendly)
Virtual phone numbers
(SMS, Calls, A2P 10DLC)
Accepting payments online
(setting up Stripe, Square, etc )
Conversation AI setup
(autonomous SMS AI)
E-sign document systems
(online contracts like DocuSign)
UMLIMITED
CRM ACCESS
$97/mo
CRM features include:
Unlimited CRM access
Full-service website
Forms & surveys
(questionnaires for leads)
Notification automations
(basin email workflows)
Calendars & scheduling
(booking like Calendly)
Virtual phone numbers
(SMS, Calls, A2P 10DLC)
Accepting payments online
(setting up Stripe, Square, etc )
Conversation AI setup
(autonomous SMS AI)
E-sign document systems
(online contracts like DocuSign)
ONE-TIME CRM
& WEBSITE SETUP
$100
Done-for-you setup of:
Initial CRM setup
Website
(1-2 pages done-for-you)
Forms & surveys
(questionnaires for leads)
Notification automations
(basin email workflows)
Calendars & scheduling
(booking like Calendly)
Virtual phone numbers
(SMS, Calls, A2P 10DLC)
Accepting payments online
(setting up Stripe, Square, etc )
Conversation AI setup
(autonomous SMS AI)
E-sign document systems
(online contracts like DocuSign)
Doesn't include the monthly CRM access fee
ONE-TIME CRM &
WEBSITE SETUP
$200
Done-for-you setup of:
Initial CRM setup
Website
(1-5 pages done-for-you)
Forms & surveys
(questionnaires for leads)
Notification automations
(basin email workflows)
Calendars & scheduling
(booking like Calendly)
Virtual phone numbers
(SMS, Calls, A2P 10DLC)
Accepting payments online
(setting up Stripe, Square, etc )
Conversation AI setup
(autonomous SMS AI)
E-sign document systems
(online contracts like DocuSign)
Doesn't include the monthly CRM access fee
Paid Traffic Services
(Facebook Ads, Instagram Ads, GoogleAds, YouTube Ads)
MONTHLY
AD MANAGEMENT
$200/mo
Adspend: $300-$2,000
Landing page management
(separate funnel page for inbound lead intake)
Split testing winning ads
(A/B test, experimenting different versions)
Comments moderation
Integration management
Creating new ads if needed
Facebook & Instagram Ads
Google Search Ads
YouTube Video Ads
Google Maps Management
Video editing new ads
Financial industry ads
Advanced cross-platform pixel tracking management
MONTHLY
AD MANAGEMENT
$400/mo
Adspend: $300-$2,000+
Landing page management
(separate funnel page for inbound lead intake)
Split testing winning ads
(A/B test, experimenting different versions)
Comments moderation
Integration management
Creating new ads if needed
Facebook & Instagram Ads
Google Search Ads
YouTube Video Ads
Google Maps Management
Video editing new ads
Financial industry ads
Advanced cross-platform pixel tracking management
ONE-TIME
AD LAUNCH
$500
Adspend: $300-$2,000+
Landing page creation
(separate funnel page for inbound lead intake)
Initial split testing
(A/B test, experimenting different versions)
2-10 picture variations
2-10 headline variations
2-10 ad message variations
2-10 form/survey variations
Competition's ads research
Winning soundbite research
CRM Integration
Facebook & Instagram Ads
Google Search Ads
YouTube Video Ads
YouTube Lead Funnel Landing Page
Doesn't include the monthly ad management charge
ONE-TIME
AD LAUNCH
$1000
Adspend: $300-$2,000+
Landing page creation
(separate funnel page for inbound lead intake)
Initial split testing
(A/B test, experimenting different versions)
2-10 picture variations
2-10 headline variations
2-10 ad message variations
2-10 form/survey variations
Competition's ad research
Winning soundbite research
CRM Integration
Facebook & Instagram Ads
Google Search Ads
YouTube Video Ads
YouTube Lead Funnel Landing Page
Doesn't include the monthly ad management charge
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