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BLUEPRINT

Division 01 · The Backbone

Systems

the operational infrastructure that makes a small business run like a much larger one. CRM, AI receptionists, automations, dashboards, SOPs — wired as one platform.

What this division does

One system. Every lead. Every dollar.

  • 01

    CRM rebuilt around YOUR sales motion

    we don't install a generic template. we model your pipeline, statuses, automations, and handoffs the way your business actually works.

  • 02

    Unified inbox

    calls, SMS, email, IG, FB, web chat — one stream. one person responds. nothing falls through.

  • 03

    Live dashboard the CFO can read

    pipeline, conversion, response time, revenue — surfaced in plain language. no spreadsheets, no waiting until month-end.

Capabilities

What we actually ship.

01

AI receptionist + missed-call text-back

every inbound call is answered, qualified, and routed. missed calls get an instant SMS that books the appointment.

  • voice AI trained on your SOPs
  • lead routing by service line
  • instant text-back on miss
  • voicemail transcribed + summarized

02

Pipeline + automations

every status change kicks off the next workflow. no human follow-up missed, no review request forgotten.

  • drag-drop pipeline editor
  • 1-click stage automations
  • lead scoring + routing
  • review-request loop

03

Reporting your whole team uses

one dashboard you log into in the morning. one dashboard your team uses to know what to do next.

  • attribution by source
  • rep performance leaderboard
  • response-time alerts
  • weekly digest emailed Mondays

04

SOPs + handoffs documented

every workflow becomes a written + recorded SOP inside the system. onboard a new hire in days, not months.

  • loom + written SOP per workflow
  • assignable to new hires
  • version-controlled
  • searchable by role

Where this division sits

How it plugs into the operating system.

  • 01

    Systems

    CRM, automations, dashboards.

  • 02

    Marketing

    Ads, content, attribution.

  • 03

    Logistics

    Partner network, fractional execs.

  • 04

    Consulting

    Strategy, exit, M&A.

  • 05

    Financial

    Books, CFO, capital.

  • 06

    AI

    Operating partner agents.

  • 07

    Academy

    Playbooks, courses, talent.

Pricing

Pick the size that matches your business.

every tier is month-to-month. cancel anytime. switch tiers anytime. one bill across every division you turn on.

Starter

$2,500 one-time build + $497/mo

for owner-operators rebuilding their CRM from scratch.

  • CRM build + automation suite
  • unified inbox
  • AI receptionist (basic)
  • 2 user seats
  • weekly office hours
Start with Starter
Most popular

Scale

$7,500 build + $1,497/mo

for teams of 5–25 running real volume.

  • everything in Starter
  • custom integrations (up to 5)
  • advanced AI receptionist
  • 10 user seats
  • weekly 1:1 ops call
  • priority support
Choose Scale

Institutional

Custom msa · enterprise

for multi-location ops and PE portcos.

  • custom build per location
  • SSO + SOC 2 controls
  • unlimited seats
  • dedicated operating partner
  • quarterly business review
Talk to enterprise

FAQ

Common questions.

Do you replace my current CRM or work with what I have?

we work with HubSpot, Salesforce, GoHighLevel, Pipedrive, and a few others. if you're on something we can't integrate, we move you. either way, you walk away with a system you own, not one we hold hostage.

How long does the build take?

7–14 days for Starter, 21–30 days for Scale, custom for Institutional. we ship in milestones — you see progress weekly.

Who runs it after launch?

your team does, with our weekly office hours and ongoing optimization. we don't hold the keys.

What about data security?

SOC 2 Type II, every integration encrypted in transit + at rest, role-based access. data center options in US-East, US-West, EU.

Can I switch tiers?

anytime. up or down. no penalty. monthly billing means you're never locked.

Do you do migrations from old systems?

yes. we've migrated from Mindbody, ServiceTitan, JobNimbus, Insightly, sheets, and a lot worse. included in the build fee.

Ready?

Get a Systems audit.

30 minutes. we look at your systems stack as it exists today and map every gap.