Key Metrics
Target Performance
40%+
Conversion to Starter
Why this works: Prospects hesitate on $5K+ commitments when they haven't seen us deliver. Jumpstart removes that friction - they see real results with real savings, which makes the Starter tier an obvious next step.
| Objection |
Jumpstart Response |
| "I'm not ready to commit $5K-10K" |
Jumpstart lets you see exactly what we deliver for $2,500. One workflow, real results, no ongoing commitment. |
| "I don't know where to start" |
That's what the discovery call is for. We'll map your processes and identify the single highest-impact automation. |
| "I've been burned by consultants before" |
This isn't consulting - it's delivery. You get a working automation, live in your business, in two weeks. |
| "Can I get a discount on Starter instead?" |
Jumpstart is our entry point. After you see what we can do, Starter makes sense - no discount needed. |
NEVER position Jumpstart as: A "trial" or "pilot" of our services. It's a complete, standalone engagement that happens to be smaller scope. Language matters.
Automation Jumpstart - $2,500 One-Time
Labor (8-12 hrs)
~$500-750
| Activity |
Hours |
Notes |
| Discovery call |
1-1.5 hrs |
45-60 min call + prep + notes |
| Workflow design |
1-2 hrs |
Logic, triggers, integrations |
| Build |
3-5 hrs |
Use agent support - don't over-engineer |
| QA & testing |
1-2 hrs |
Test all paths, edge cases |
| Deploy + walkthrough |
1-1.5 hrs |
30 min call + go-live + docs |
| Total |
8-12 hrs |
If exceeding 12 hrs, scope is wrong |
Scope discipline is critical: Jumpstart is ONE workflow. If client pushes for more, redirect to Starter. Over-delivering on Jumpstart kills margins and trains clients to expect more for less.
| Scenario |
Jumpstart |
Upsell |
Year 1 Value |
| No conversion |
$2,500 |
$0 |
$2,500 |
| Convert to Automation Partner (PIF) |
$2,500* |
$45,500 |
$48,000 |
| Convert to Automation Partner (Monthly) |
$2,500* |
$57,500 |
$60,000 |
At 40% conversion to Automation Partner: Average client value = $20,500-$25,500/year. That's 8-10x the Jumpstart price.
*Jumpstart fee credited: PIF pays $45,500 (instead of $48K) / Monthly pays $2,500 first month (instead of $5K).
"Hey [Name], just checking in on day 10. How's the [workflow name] automation working for you?
[Let them respond - usually positive]
Great to hear. So here's the thing - this one workflow is saving you [X hours/week]. We identified two other high-impact opportunities during discovery: [workflow 2] and [workflow 3]. Plus there's the CRM optimization, the integrations between your systems, the dashboard visibility...
That's exactly what our Automation Partner program is for. We become your fractional automation team - 8-10 workflows, full CRM implementation, integrations, dashboard, even an AI assistant. Over $100K in value, delivered over 12 months.
Two options: Pay $48,000 upfront and save $12K, or $5,000/month for 12 months. Either way, we credit your Jumpstart payment - so you'd pay $45,500 upfront or $2,500 for month one.
Would it make sense to continue the momentum, or do you want to see how this one runs for a while first?"
Key phrases: "Continue the momentum" (inaction = losing progress) + "fractional automation team" (positions value) + "credit your Jumpstart" (reduces friction)
| Response |
Handle |
| "Yes, let's do it" |
Send SOW same day. Strike while hot. Ask: "Pay-in-full at $48K or monthly at $5K?" Either way, credit their $2,500. |
| "Let me think about it" |
"Totally fair. When should I follow up - end of support period?" Book the call. |
| "Not right now, budget" |
"No problem. Let's reconnect in [30/60/90 days]. I'll add you to our check-in list." |
| "12 months feels like a big commitment" |
"I get it. Here's the thing - real transformation takes time. Month 1 is discovery, months 2-3 are building, months 4-12 are optimization. We can't deliver lasting results in less time. But if you don't see improvement in 90 days, we work for free until you do." |
| "Can you build one more workflow in Jumpstart?" |
"Jumpstart is specifically one workflow - that's how we keep it at $2,500. Automation Partner includes 8-10 workflows plus CRM, integrations, dashboard, and AI assistant." |
Internal Leverage
Apex Agent Corp Support for Jumpstart
Use these agents to accelerate delivery and stay under 12 hours.
INT-001
n8n Manager
Workflow architecture, node selection, error handling
API-001
API Integration Specialist
Auth setup, endpoint mapping, webhooks
COPY-001
Copywriter
Email sequences, SMS copy, notifications
SDR-001
SDR
Upsell messaging, follow-up sequences
| In Scope |
Out of Scope |
| ONE workflow (trigger + actions + output) |
Multiple workflows |
| Integration with existing tools (if API exists) |
Custom integrations requiring development |
| Standard triggers (form submit, webhook, schedule, record update) |
Complex multi-condition triggers |
| Up to 10 workflow steps |
Workflows requiring 15+ steps |
| Bug fixes for 14 days |
Feature requests or changes |
| Brief documentation (1-page) |
Training sessions, SOPs, video tutorials |
| One 30-min walkthrough call |
Multiple calls, ongoing meetings |
When client asks for more: "That's a great idea - we can definitely do that. It's outside Jumpstart scope, but it would be included in the Starter tier. Want me to walk you through that option?"
| Red Flag |
Action |
| Client wants 3+ integrations connected |
Redirect to Starter - that's 3-workflow complexity |
| Discovery reveals 20+ manual processes |
Pick ONE high-impact workflow, save others for upsell |
| Client keeps changing requirements |
Lock scope in writing before build phase |
| Workflow requires custom code beyond basic scripts |
May need to redirect to System Integration service |
| Client expects ongoing support after day 14 |
Upsell to Starter for monthly support |
Remember: Jumpstart is the entry point, not the destination. Every "out of scope" request is an upsell opportunity, not a problem.
Automation Jumpstart
Internal Delivery Playbook v1.0
Questions? Escalate to Joe.
CONFIDENTIAL - DO NOT DISTRIBUTE