Automation

Automated solutions for sales, employment, repetitive tasks, and asset management.

Sales and Marketing

Sales and marketing automations designed to pull in new customers, develop and nurture consumer relationships and win back clients lost through the proven success of segmented email marketing and automated text messages. These automated processes will take your customers through the sales funnel—from lead acquisition all the way through upselling.

Level 1

Level 1

$497 kickstart*
then $49.97/month
Website and Office
Lead Capture
Short Nurture
(up to 1)
20 Days to Close
Welcome and Follow Up Email Series for New Customers
Seasonal Upsells
(up to 1)
One Time To
Recurring Upsell
Welcome and Wow Client Onboarding
Daily/Weekly Sales Pipeline Report
Newsletter Email Automation
Holiday Email Automations
Home Cleaning Nurture
Dispatch Notification
Automation
5 Star Review Automation
Satisfaction & Cancellation Risk Report
Overdue Invoice Collection Automation
Crew Upsell Automation - To be released in early 2021!

Get Started

Level 2

Level 2

$1,497 kickstart*
then $99/month
Website and Office
Lead Capture
Short Nurture
(up to 5)
20 Days to Close
Welcome and Follow Up Email Series for New Customers
Seasonal Upsells
(up to 2)
One Time To
Recurring Upsell
Welcome and Wow Client Onboarding
Daily/Weekly Sales Pipeline Report
Newsletter Email Automation
Holiday Email Automations
Home Cleaning Nurture
Dispatch Notification
Automation
5 Star Review Automation
Satisfaction & Cancellation Risk Report
Overdue Invoice Collection Automation
Crew Upsell Automation - To be released in early 2021!

Get Started

Level 3

Level 3

$2,497 kickstart*
then $99/month
Website and Office
Lead Capture
Short Nurture
(up to 5)
20 Days to Close
Welcome and Follow Up Email Series for New Customers
Seasonal Upsells
(up to 5)
One Time To
Recurring Upsell
Welcome and Wow Client Onboarding
Daily/Weekly Sales Pipeline Report
Newsletter Email Automation
Holiday Email Automations
Home Cleaning Nurture
Dispatch Notification
Automation
5 Star Review Automation
Satisfaction & Cancellation Risk Report
Overdue Invoice Collection Automation
Crew Upsell Automation - To be released in early 2021!

Get Started

Level 3+

Level 3+

$3,497 kickstart*
then $199/month
Website and Office
Lead Capture
Short Nurture
(up to 5)
20 Days to Close
Welcome and Follow Up Email Series for New Customers
Seasonal Upsells
(up to 8)
One Time To
Recurring Upsell
Welcome and Wow Client Onboarding
Daily/Weekly Sales Pipeline Report
Newsletter Email Automation
Holiday Email Automations
Home Cleaning Nurture
Dispatch Notification
Automation
5 Star Review Automation
Satisfaction & Cancellation Risk Report
Overdue Invoice Collection Automation
Crew Upsell Automation - To be released in early 2021!

Get Started

*Interest-free installments offered on kickstart packages

ADD ONS (to any package)

ADD ONS (to any package)

$250
then $29.97/month (EACH)
Short Nurture
1 Seasonal Upsell
One Time Recurring Upsell
Welcome and Wow Client Onboarding
Sales Pipeline Report
Newsletter Email Automation
Holiday Email Automation
Home Cleaning Nurture
Dispatch Notification Automation
5 Star Review Automation
Satisfaction & Cancellation Risk Report
Overdue Invoice Collection Automation
$49.97
Crew Upsell Automation
To be released in early 2021!

I can’t tell you how much these systems have helped us in new customer sales, customer retention, and upselling.

— Krysta Ragain Mueggenburg

Compare Plans

Website and Office Lead Capture

Level 1

Level 2

Level 3

Level 3+

Short Nurture

Level 1

Up to 1

Level 2

Up to 5

Level 3

Up to 5

Level 3+

Up to 5
20 Days to Close

Level 1

Level 2

Level 3

Level 3+

Welcome and Follow Up Email Series for New Customers

Level 1

Level 2

Level 3

Level 3+

Seasonal Upsells

Level 1

Up to 1

Level 2

Up to 2

Level 3

Up to 5

Level 3+

Up to 8
One Time To Recurring Upsell

Level 1

Level 2

Level 3

Level 3+

Welcome and Wow Client Onboarding

Level 1

Level 2

Level 3

Level 3+

Daily/Weekly Sales Pipeline Report

Level 1

Level 2

Level 3

Level 3+

Newsletter Email Automation

Level 1

Level 2

Level 3

Level 3+

Holiday Email Automations

Level 1

Level 2

Level 3

Level 3+

Home Cleaning Nurture

Level 1

Level 2

Level 3

Level 3+

Dispatch Notification Automation

Level 1

Level 2

Level 3

Level 3+

5 Star Review Automation

Level 1

Level 2

Level 3

Level 3+

Satisfaction & Cancellation Risk Report

Level 1

Level 2

Level 3

Level 3+

Overdue Invoice Collection Automation

Level 1

Level 2

Level 3

Level 3+

Crew Upsell Automation - To be released in early 2021!

Level 1

Level 2

Level 3

Level 3+

Level 1

Get Started

Level 2

Get Started

Level 3

Get Started

Level 3+

Get Started

Employee Management

A fully automated solution to recruit, train, onboard and manage amazing employees.

Level 1

Level 1

$999 kickstart*
then $99/month
Host Web Page
Host Office Entry Form
Automated Two-part Application Process
Automated Task to Setup and Perform Interview
Automated Standardized Interview Process
Hired or Not Hired Process
Automated Two-Part Company Culture Introduction Process
Automated Fulfillment of the Collection of Tax Documents for Employees and Subcontractors
Automated Employee Contract Fulfillment
Automated Employee Handbook Fulfillment
Host up to 5 training videos
provided by business

Get Started

Level 2

Level 2

$1,499 kickstart*
then $99/month
Host Web Page
Host Office Entry Form
Automated Two-part Application Process
Automated Task to Setup and Perform Interview
Automated Standardized Interview Process
Hired or Not Hired Process
Automated Two-Part Company Culture Introduction Process
Automated Fulfillment of the Collection of Tax Documents for Employees and Subcontractors
Automated Employee Contract Fulfillment
Automated Employee Handbook Fulfillment
Host up to 5 training videos
provided by business

Get Started

Level 3

Level 3

$2,499 kickstart*
then $99/month
Host Web Page
Host Office Entry Form
Automated Two-part Application Process
Automated Task to Setup and Perform Interview
Automated Standardized Interview Process
Hired or Not Hired Process
Automated Two-Part Company Culture Introduction Process
Automated Fulfillment of the Collection of Tax Documents for Employees and Subcontractors
Automated Employee Contract Fulfillment
Automated Employee Handbook Fulfillment
Host up to 5 training videos
provided by business

Get Started

*Interest-free installments offered on kickstart packages

This whole team is honestly fantastic! I have worked with them on several built for you automations. My mind is blown. The power of these things are unbelievable.

— David Isbell

Compare Plans

Host Web Page

Level 1

Level 2

Level 3

Host Office Entry Form

Level 1

Level 2

Level 3

Automated Two-part Application Process

Level 1

Level 2

Level 3

Automated Task to Setup and Perform Interview

Level 1

Level 2

Level 3

Automated Standardized Interview Process

Level 1

Level 2

Level 3

Hired or Not Hired Process

Level 1

Level 2

Level 3

Automated Two-Part Company Culture Introduction Process

Level 1

Level 2

Level 3

Automated Fulfillment of the Collection of Tax Documents for Employees and Subcontractors

Level 1

Level 2

Level 3

Automated Employee Contract Fulfillment

Level 1

Level 2

Level 3

Automated Employee Handbook Fulfillment

Level 1

Level 2

Level 3

Host training videos provided by business

Level 1

Level 2

Level 3

Up to 5

Level 1

Get Started

Level 2

Get Started

Level 3

Get Started

Bundle

Bundle our Sales and Marketing and Employee Management automation packages at Basic, Plus or Premium levels. As a bonus, you will receive two additional email marketing campaigns a year.

Level 1

Level 1 Sales
Level 1 Employee

$1,999 kickstart*
then $199/month

Get Started

Level 2

Level 2 Sales
Level 2 Employee

$2,999 kickstart*
then $299/month

Get Started

Level 2/3

Level 3 Sales
Level 2 Employee

$3,600 kickstart*
then $199/month

Get Started

Level 3

Level 3 Sales
Level 3 Employee

$4,999 kickstart*
then $199/month

Get Started

*Interest-free installments offered on kickstart packages

Repetitive Tasks

Automated checklist used to delegate and automate repetitive tasks on a day, weekly, monthly, quarterly and annual basis.

Repetitive Tasks

Repetitive Tasks

$2,499 kickstart*
then $99/month
Sales
CSR
Scheduling
Billing
Office Manager
Maintenance
Owner

Get Started

*Interest-free installments offered on kickstart packages

Asset Management

Automated checklist of tasks aimed at managing assets (i.e. machine maintenance, vehicle inspection, etc.)

Asset Management

Asset Management

$999 kickstart*
then $99/month

Get Started

*Interest-free installments offered on kickstart packages