One workflow
One focused workflow from the catalog of 20 — scoped, built, tested and handed over with a staff walkthrough and two consolidated revision rounds.
Clear scope. Clear costs.
Implementation, monthly management, and software usage are separate parts of the cost.
One focused workflow from the catalog of 20 — scoped, built, tested and handed over with a staff walkthrough and two consolidated revision rounds.
Eight named workflow bundles with a published setup saving on the exact preset. Add more workflows at catalog rates; monthly care is never discounted.
SMI AI Operations System — orchestrated multi-workflow systems designed around your operation. Final scope and price by proposal.
Third-party costs such as OpenAI, Claude, Zapier, Make, n8n hosting, Twilio, CRM subscriptions, email systems, hosting, APIs, and databases are separate unless specifically included in an SMI package.
Starting estimates apply to standard scope. Your proposal confirms supported connections, usage and delivery requirements before work begins.
Connected systems
Setup savings apply to the exact preset. Monthly management is unchanged. Removing a component removes that preset saving; additions are priced at catalog rates.

Coordinate client onboarding, document collection, draft replies, invoice follow-up and appointment scheduling, with accountants reviewing the work.
Financial records stay in approved systems with client access rules. Extracted data and reply drafts require review. No tax filing, tax advice, ledger posting or money movement.
$10,750 standalone setup less 15% preset saving.
Discuss this bundleAdjust in configurator →
Lead response, appointment booking & reminders, and review requests — the primary path from inquiry to booked job. Includes the review workflow.
$4,750 standalone setup less 10% preset saving.
Missed Call Text-Back is separate and is not included.
Discuss this bundleAdjust in configurator →
Instant response on listing inquiries, missed-call text-back, showings booked, opted-in follow-up and review requests.
$8,500 standalone setup less 15% preset saving.
Discuss this bundleAdjust in configurator →
For plumbers, HVAC, electricians and contractors — missed calls texted back, jobs booked, proposals drafted, invoices followed up.
$9,000 standalone setup less 15% preset saving.
Discuss this bundleAdjust in configurator →
Lead response, proposal drafts, client onboarding, invoice follow-up and email triage for consultancies and firms.
$10,500 standalone setup less 15% preset saving.
Discuss this bundleAdjust in configurator →
Bookings and reminders, missed-call text-back, document intake, review requests and opted-in follow-up. Requires a data and provider suitability assessment; not compliant out of the box.
$10,000 standalone setup less 15% preset saving.
Requires a data/provider suitability assessment; not compliant out of the box.
Discuss this bundleAdjust in configurator →
Support assistant, inventory and order alerts, review requests, opted-in email nurture and social publishing.
$12,000 standalone setup less 15% preset saving.
Discuss this bundleAdjust in configurator →
Inquiry response, bookings, event proposals, opted-in follow-up and review requests for venues and event businesses.
$10,000 standalone setup less 15% preset saving.
Discuss this bundleAdjust in configurator →New managed agreements: monthly management is the greater of $400 or the combined applicable workflow management charges, once per client's managed agreement, not per workflow. Existing-client additions require a reviewed quote when agreement context is unavailable. Existing signed agreements are unchanged. Software and usage charges are separate.
Questions
Management starts on accepted go-live, not at inquiry or kickoff. Month-to-month for new managed agreements; cancel before the next renewal, effective at the end of the paid period. On exit, customer-owned accounts are preserved with a documentation and access handoff.
The quoted monthly amount covers the listed workflows and the included human-service allowance; software charges are separate. No second platform-management fee for the same work.
Deposits, taxes, implementation milestones and any additional provider limits are confirmed in your proposal. Requesting a quote is not authorizing payment.
Separately scoped pilot
A workspace that keeps your business knowledge current and helps your team research, plan, and draft with context.
Includes the Business Knowledge Assistant capability — it is not charged separately inside the console.
Discuss pilot scope