"I know we should automate. But I can't find the right people, I don't know which tools to use, and every 'solution' I've tried turned into a half-finished project that nobody uses. Meanwhile, my team is still doing everything manually."
| Criteria |
Details |
| Revenue |
$1M - $20M annually (enough volume to benefit from automation) |
| Team Size |
10-75 employees (big enough to have process pain, small enough to be agile) |
| IT Situation |
No dedicated IT team (or IT is overwhelmed with other priorities) |
| Growth Stage |
3+ years in business (proven model, ready to scale efficiently) |
"We become your automation department. Strategy, implementation, support - all included."
Automation Strategy & Roadmap
Complete audit of your processes. Prioritized roadmap of what to automate and when.
$10,000
8-10 Custom Workflows
Lead routing, follow-up sequences, notifications, approvals, data syncing - built for you.
$28,000
CRM Implementation & Optimization
Pipeline setup, custom fields, lead scoring, sales sequences - a CRM that actually works.
$18,000
2-3 System Integrations
Connect your tools. CRM to accounting, website to CRM, email to everything.
$15,000
Operations Dashboard
Real-time visibility into KPIs, sales metrics, operational data. Know what's happening.
$12,000
AI-Powered Assistant
Intelligent chatbot for lead qualification, appointment booking, or customer support.
$12,000
12-Month Support & Optimization
Bug fixes, updates, new workflows as needs change. Monthly strategy calls. Dedicated contact.
$28,000
Training & Documentation
Your team knows how to use everything. Video walkthroughs, written docs, ongoing Q&A.
$4,000
Total Value If Purchased Separately
$127,000
Pay-in-Full
$48,000
One-time payment
Save $12,000 vs. monthly
Best value. Full commitment rewarded.
Monthly
$5,000
Per month x 12 months
$60,000 total. 12-month commitment required.
If you don't see measurable improvement in efficiency within 90 days, we work for free until you do. No vague promises - documented time savings or process improvement, or we keep working at no cost.
Q1
Foundation & Quick Wins
Discovery and audit. Process mapping. CRM foundation (pipeline, basic sequences). First 3-4 high-impact workflows deployed. You'll see results within weeks, not months.
Q2
Integration & Visibility
Connect your systems (2-3 integrations). Build your operations dashboard. Deploy 2 additional workflows. Data starts flowing automatically between tools.
Q3
Intelligence & Expansion
AI assistant deployment (lead qualification, booking, or support). CRM optimization based on usage data. Additional workflows as opportunities emerge.
Q4
Optimization & Handoff
Performance review across all systems. Refinement based on results. Documentation finalized. Your team fully trained. Ready for Year 2 or independent operation.
Done-For-You
We don't hand you a strategy doc and walk away. We build, deploy, and maintain everything ourselves.
No Hourly Billing
Flat fee. No surprise invoices. No watching the clock. We're incentivized to be efficient.
Real Partnership
12-month commitment means we're invested in your long-term success, not quick wins that fall apart.
Dedicated Contact
One point of contact who knows your business. No support tickets, no being bounced around.
"Most clients see their first automation live within 14 days."
"Why 12 months? Can I do month-to-month?"
Real transformation takes time. Q1 is discovery and foundation. Q2-Q3 are building. Q4 is optimization. We can't deliver lasting results in less time. The 12-month commitment protects both of us - you get a team that's invested in your success, not a vendor looking for the next sale.
"What if I've already tried automation tools and they failed?"
That's exactly who we help. Tools fail when there's no strategy behind them. We don't just implement software - we design the process first, then build the automation to support it. And we stick around to make sure it actually gets used.
"How much of my team's time will this take?"
Minimal. We do the heavy lifting. You'll spend 1-2 hours/week during discovery (Q1), then maybe 30 minutes/week during build, then a monthly call once we're in optimization mode. We're here to save your team time, not create more meetings.
"What tools do you use?"
We're tool-agnostic, but most clients use our Apex Pro AI platform (included). It combines CRM, automation, email, SMS, and more in one place. If you have existing tools you love, we integrate with those too.
"What happens after 12 months?"
You own everything we build. If you want to continue (most do), we offer a reduced support retainer. If you want to bring it in-house, we help you transition. No lock-in, no hostage-taking.
Option 1: Start with Jumpstart
Not ready for 12 months? Start with our $2,500 Automation Jumpstart. One workflow, two weeks, proof it works. Then upgrade when you're ready - we credit the $2,500 toward your partnership.
$2,500 one-time
Option 2: Go All-In
Ready for real transformation? Skip the trial and commit to Automation Partner. We'll include a Jumpstart-style quick win in your first month at no extra charge.
$48,000 PIF or $5,000/mo
Ready to Stop Drowning in Manual Work?
Book a discovery call. We'll audit your processes and show you exactly what automation could do - no obligation.
Your Fractional AI & Automation Team
Stop hiring. Stop guessing. Get results.
Pay-in-Full
$48,000
or $5,000/mo x 12
Total value if purchased separately
$127,000
www.apexpro.ai