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Find the right service package

Compare scope and typical timelines, then choose a package to discuss. Estimates depend on agreed scope, access, data quality and approvals. The proposal identifies recurring platform fees and support scope.

Small & medium business

Digital Launchpad for SMBs

Typical timeline
2–4 weeks
Best for
Small businesses getting serious about their digital presence for the first time or upgrading from a DIY setup.
Scope
An agreed website and a small workflow pilot. Confirm content, access, consent and analytics requirements before scoping integrations.
Full package details
  • Professional website (5–10 pages)
  • Google Workspace / Microsoft 365 setup
  • Google Analytics & Search Console
  • Basic SEO & local search optimization
  • Contact form with CRM integration
  • Social media profile setup
  • Training session for your team
Discuss this package

CRM & Sales Automation

Typical timeline
2–4 weeks
Best for
SMBs managing leads in spreadsheets or underusing an existing CRM.
Scope
Connect inquiry capture, duplicate checks, CRM ownership and permitted follow-up. Name the staff owner and define recovery for failed writes.
Full package details
  • CRM platform selection & setup (HubSpot / Pipedrive / custom)
  • Sales pipeline design
  • Email sequence automation
  • Lead scoring & qualification rules
  • Integration with website & forms
  • Reporting dashboard
  • Team onboarding & training
Discuss this package

AI-Powered Customer Support

Typical timeline
2–4 weeks
Best for
SMBs with growing support volume that can't justify a large support team.
Scope
Ground support answers in approved sources, restrict actions and provide staff handoff. Confirm the product subscription and integration dependencies separately.
Full package details
  • Knowledge base audit & preparation
  • AI chatbot setup & training
  • Website widget or messaging integration
  • Escalation rules to human agents
  • Multi-language support (optional)
  • Analytics & conversation insights
  • Ongoing tuning guidance
Discuss this package

Workflow Automation Starter

Typical timeline
1–3 weeks
Best for
Teams spending hours on manual tasks that could be automated with the right setup.
Scope
Pilot one repeatable workflow before expanding integrations. Define triggers, required access, exception handling, acceptance checks and the stated support scope.
Full package details
  • Process audit & automation opportunity mapping
  • Top 3–5 workflow automations
  • Tool selection (Make / Zapier / Power Automate / custom)
  • Integration between existing tools
  • Error notifications & monitoring
  • Documentation & team training
  • 30-day post-launch support
Discuss this package

IT Infrastructure & Security Audit

Typical timeline
1–2 weeks
Best for
Growing SMBs that have outpaced their IT setup and need to get security and infrastructure under control.
Scope
Assess the agreed systems and evidence, report risks and prioritize remediation. The assessment does not constitute certification.
Full package details
  • Cloud & infrastructure inventory
  • Access control & permissions review
  • Backup & disaster recovery assessment
  • Security vulnerability scan
  • Compliance gap analysis
  • Prioritized remediation plan
  • Executive summary for leadership
Discuss this package

AI Marketing & Social Media

Typical timeline
2–4 weeks
Best for
SMBs competing for attention against bigger brands with deeper pockets.
Scope
Prepare and route marketing work for review using permitted platform integrations. Confirm consent, publication authority and recurring tool fees.
Full package details
  • Marketing channel audit & strategy
  • AI content generation setup (social posts, ads, emails)
  • Social media scheduling & automation
  • Email campaign automation (welcome, nurture, re-engage)
  • Audience segmentation & targeting
  • Analytics dashboard & ROI tracking
  • Monthly optimization playbook
Discuss this package

AI Bookkeeping & Finance Assistant

Typical timeline
2–3 weeks
Best for
SMBs spending too much time on manual bookkeeping or paying too much for basic accounting tasks.
Scope
Assist with document extraction, draft categorization and reconciliation. An authorized accountant reviews outputs; payment and tax decisions remain with authorized people.
Full package details
  • Accounting software integration (QuickBooks / Xero / custom)
  • AI-powered invoice processing & data extraction
  • Automated expense categorization
  • Cash flow forecasting model
  • Monthly report generation
  • Anomaly detection & fraud alerts
  • Team training & documentation
Discuss this package

AI Lead Generation Chatbot

Typical timeline
1–3 weeks
Best for
SMBs that want to convert more website visitors into qualified leads without adding sales headcount.
Scope
Collect inquiry details and hand off to the responsible person. Booking depends on a supported connector, access and confirmed calendar rules.
Full package details
  • Chatbot design & conversation flow mapping
  • Lead qualification logic & scoring
  • Calendar integration (auto-booking)
  • CRM integration (auto-create contacts/deals)
  • Website widget customization
  • A/B testing for conversion optimization
  • Analytics & conversion reporting
Discuss this package
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