Managed AI operations packages
Capture, Convert, and Operate: three clear tiers. The same done-for-you standard whether you run a clinic, a trade, a desk-heavy shop, or a growing team.
Build your bundle (all agents) · Scope and stack confirmed on a 30-minute strategy session or a written plan.
of local business calls go unanswered.
typical revenue left on the table when the phone slips.
of callers who hit voicemail do not call back.
Capture
Stop missed leads and missed calls
Never miss a call again. AI Dispatcher + AI Receptionist installed and live in 5 days.
Founding Operator
Cancel anytime · 14-day fit check
Done-for-you setup, QA, and support
- AI Receptionist Agent (24/7 call answering)
- Missed-call text-back
- Booking + calendar sync
- Custom intake questions
- Voicemail-to-text + owner alerts
- Spam call filtering
- Basic CRM capture + lead routing
- Call & inquiry summaries
- Monthly performance report
Convert
Turn more leads into booked customers
Everything in Answering the Line, plus the AI Follow-Up Agent. Leads get a reply in 60 seconds and a sequence until they book.
Founding Operator
Cancel anytime · 14-day fit check
Most chosen tier
- Everything in Capture
- AI Lead Follow-Up Agent
- Quote + quote-chase follow-up
- SMS + email follow-up sequences
- Review requests + response drafting
- No-show + cancellation recovery
- Reactivation campaigns
- After-hours AI chat / widget
- CRM tagging + pipeline
- Revenue impact dashboard
Operate
Reduce admin load and tighten the front office
Full AI ops layer. All four agents, plus intake workflows, internal routing, and a monthly performance review.
Founding Operator
Cancel anytime · 14-day fit check
Full-stack operations coverage
- Everything in Convert
- AI Customer Service Agent
- AI Booking & Scheduling Agent
- AI Admin Assistant
- Document collection agent
- Payment + invoice follow-up
- Staff routing + internal alerts
- SOP / knowledge assistant
- Internal operations dashboard
- Google Business Profile + reputation ops
- Multi-channel intake (web, SMS, phone)
- Monthly optimization
- Priority support
One-time AI setup / buildout: from $1,500 depending on workflow complexity.
Final scope depends on your stack and volume. Cancel anytime, 14-day fit check.
Operator-led, not agency theater: working systems, clear scope, and someone who fixes the stack when it drifts.
You are buying capture, conversion, and ops coverage. Not decks, vague retainers, or endless strategy meetings without a live line.
Software, phone, SMS, model, and usage costs may be billed separately depending on the system.
Compare what is in each package
Rows match how we scope work. If a cell is empty, that tier does not include that line item as standard.
| Capability | Capture | Convert | Operate |
|---|---|---|---|
| AI Receptionist Agent | ✓ | ✓ | ✓ |
| 24/7 call answering | ✓ | ✓ | ✓ |
| Appointment booking | ✓ | ✓ | ✓ |
| Calendar sync | ✓ | ✓ | ✓ |
| Missed call text back | ✓ | ✓ | ✓ |
| Voicemail transcription | ✓ | ✓ | ✓ |
| Spam call filtering | ✓ | ✓ | ✓ |
| Lead capture + routing | ✓ | ✓ | ✓ |
| Email operations (basic cleanout) | ✓ | ✓ | ✓ |
| Monthly performance report | ✓ | ✓ | ✓ |
| AI Lead Follow-Up Agent | · | ✓ | ✓ |
| SMS follow-up | · | ✓ | ✓ |
| Email follow-up | · | ✓ | ✓ |
| No-show recovery | · | ✓ | ✓ |
| Cancellation recovery | · | ✓ | ✓ |
| Quote/chase follow-up | · | ✓ | ✓ |
| AI Review & Reputation Agent | · | ✓ | ✓ |
| Review requests | · | ✓ | ✓ |
| Review response drafting | · | ✓ | ✓ |
| Reactivation campaigns | · | ✓ | ✓ |
| After-hours AI chat widget | · | ✓ | ✓ |
| Local SEO (basic) | · | ✓ | ✓ |
| Weekly dashboard | · | ✓ | ✓ |
| AI Customer Service Agent | · | · | ✓ |
| AI Booking & Scheduling Agent | · | · | ✓ |
| AI Back Office Admin Agent | · | · | ✓ |
| AEO (AI engine optimization) | · | · | ✓ |
| Google Business Profile management | · | · | ✓ |
| Reputation management | · | · | ✓ |
| AI social media engine | · | · | ✓ |
| Staff scheduling automation | · | · | ✓ |
| Invoice & payment follow-up | · | · | ✓ |
| Multi-channel intake | · | · | ✓ |
| Internal alerts/workflows | · | · | ✓ |
| Monthly strategy memo | · | · | ✓ |
| Quarterly strategy call | · | · | ✓ |
Included in each tier
AI Receptionist Agent
CaptureConvertOperate24/7 call answering
CaptureConvertOperateAppointment booking
CaptureConvertOperateCalendar sync
CaptureConvertOperateMissed call text back
CaptureConvertOperateVoicemail transcription
CaptureConvertOperateSpam call filtering
CaptureConvertOperateLead capture + routing
CaptureConvertOperateEmail operations (basic cleanout)
CaptureConvertOperateMonthly performance report
CaptureConvertOperateAI Lead Follow-Up Agent
ConvertOperateSMS follow-up
ConvertOperateEmail follow-up
ConvertOperateNo-show recovery
ConvertOperateCancellation recovery
ConvertOperateQuote/chase follow-up
ConvertOperateAI Review & Reputation Agent
ConvertOperateReview requests
ConvertOperateReview response drafting
ConvertOperateReactivation campaigns
ConvertOperateAfter-hours AI chat widget
ConvertOperateLocal SEO (basic)
ConvertOperateWeekly dashboard
ConvertOperateAI Customer Service Agent
OperateAI Booking & Scheduling Agent
OperateAI Back Office Admin Agent
OperateAEO (AI engine optimization)
OperateGoogle Business Profile management
OperateReputation management
OperateAI social media engine
OperateStaff scheduling automation
OperateInvoice & payment follow-up
OperateMulti-channel intake
OperateInternal alerts/workflows
OperateMonthly strategy memo
OperateQuarterly strategy call
Operate
Ranges depend on call volume and ticket size. We baseline on your numbers during onboarding, not guesses.
Not sure which tier fits?
Call now for a free AI business audit, or grab a calendar slot when you prefer online booking.
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How it works
Tell me what kind of business you run and I will show you what each stage actually looks like, including what I need from you.
Pick your business type
Stage 01 of 04
I map your gaps
A 30-minute call to find where patients are slipping: after-hours calls, intake questions, and no-shows.
What I do
- Listen to how a new patient reaches you today
- Check what happens to calls after the desk closes
- Find which questions eat the most front desk time
What I need from you
- 30 minutes on a call
- An honest answer about what breaks most
Ready to scope your stack?
Local operators: call for a free AI business audit. I map phones, follow-up, and admin into a clear build.
Service questions
What is included, how integrations work, and how we run systems after launch.