Audit. Build. Operate.
The same sequence every time.
The Operator Install is the same six-week sequence every time — then the retainer keeps it improving every month.
Six weeks. Fixed scope. Sign-off at the end of each phase.
Audit + roadmap signed off
- Diagnostic call (30 min) — review the free audit report, narrow the install scope
- Stack inventory — what tools you already pay for, what stays, what gets retired
- Roadmap document — every workflow we'll install, in order, with success metric
- Sign-off — install kicks off the next Monday
Build the stack
- CRM build / migration — workspaces, leads, projects, members, roles
- After-hours answering — disclosed AI assistant with instant human transfer
- SMS speed-to-lead — auto-responder in your voice, every channel unified
- Dashboards — pipeline, revenue, response times, attribution
- Tax engine — Schedule C mapping, multi-state deadlines, retirement optimizer (free Year 1)
- Ads feedback loop — booked-revenue attribution into Google + Meta
Launch, train, hand off
- Production cutover — DNS, Stripe (if applicable), Plaid bank link, webhook wiring
- Live training — 2 sessions with your team, recorded for replay
- Operating manual — written doc with runbooks for the top 10 daily questions
- Handoff call — install fully yours; retainer scope agreed for week 7+
Six surfaces, one login. The capabilities that ship with every Operator Install.
Voice receptionist
Disclosed AI assistant, after-hours-first. Qualifies, books, transcribes to CRM — and transfers to a human instantly on request.
SMS speed-to-lead
Web form, ad form, Google LSA — one auto-responder in your voice. First reply averages 11 seconds.
Dashboards
Pipeline, revenue, response times, attribution — clean numbers, one login.
Tax engine
Schedule C, S-corp election ROI, 1099 vendor tracking, multi-state deadlines, retirement contribution optimizer. Bundled free Year 1.
Booking
Slots booked by the assistant, two-way synced with your calendar. No double-booking.
Follow-up agent
Nudges quiet leads at the cadence you set, in your voice. Pauses when humans reply.
“The reason most AI installs decay isn’t the model — it’s that nobody’s operating the workflow after the agency leaves. The retainer is how you stop the decay.”
Week 7 onward. Your AI Ops Lead, on retainer.
The install hands off in week 6 and the system is fully yours. The retainer is what makes it improve every month instead of quietly decaying.
- CadenceMonthly, pause anytime
- What shipsOne new workflow / agent per month
- MonitoringVoice + SMS agent health, tuning, fallback alerts
- ReviewMonthly exec-level AI strategy review (async or live)
- SupportPriority Slack + Loom, same-day response
- OwnershipThe install is yours either way