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Done-For-You · Custom Growth Build

Our team builds your entire system.
You run your business.

Tired of stitching together tools, prompts, and platforms? Hand it off. Our team builds and runs the whole thing — CRM, AI receptionist, follow-up, funnels, and ads — while you stay on the work that grows the business.

Schedule a Discovery Call → See the Four Tiers
Built for service businesses
US-based team
Custom-scoped engagements
Why Operators Bring Us In

You're great at the work. The system around it is the problem.

Most service operators don't have a tool problem — they have a sequencing, integration, and team-adoption problem. That's where we come in.

1

Stitching tools together is a full-time job

CRM, AI receptionist, email, SMS, calendars, funnels, ad platforms, review tools — wiring it together (and keeping it wired) eats hours every week you don't have.

2

Half-built systems don't pay off

Most operators we meet have paid for tools they barely use. The CRM has gaps. The follow-up sequences are partial. The ads aren't tied to outcomes. Money's going out — leads still slip through.

3

You don't have time to learn six platforms

Your job is to run the business — close jobs, manage the team, keep customers happy. You shouldn't be reading documentation. You need it built and running, not figured out.

Done-For-You · Four Tiers

Four Tiers. One Promise: We Build It. You Run the Business.

For trades, lawyers & insurance. One-time setup + monthly. Every engagement starts with a free discovery call where we scope your build before you sign anything.

Tier 1 — Foundation

Foundation

$499/mo
+ $499 one-time setup · ~7 days go-live
2,000 voice minutes/mo

Solo practitioner, agent, or single-crew operator who wants the system built for them.

  • Done-for-you build & configuration
  • 24/7 AI voice agent — built & trained
  • Dedicated phone & text number
  • Live appointment booking on the call
  • Missed-call text-back (30 sec)
  • Two-way SMS + automated follow-up
  • Multi-transfer call routing
  • Reviews & reputation tools
  • Call recordings & transcripts
  • Website chatbot (Conversation AI)
  • Vertical intake forms & scripts
  • Full CRM + pipeline
Schedule Discovery Call →
Most Popular
Tier 2 — Accelerate

Accelerate

$699/mo
+ $999 one-time setup · 7–14 days go-live
3,000 voice minutes/mo

Growing firm, agency, or contractor ready to scale follow-up and reviews with our team running optimization.

  • Everything in Foundation, plus:
  • Multi-channel inbox: web chat, FB Messenger, GBP
  • Invoicing + Text-to-Pay
  • CRM sync to 5,000+ apps (Zapier)
  • Automated marketing campaigns
  • Advanced workflow automation
  • Smart call routing
  • Monthly performance reports
  • Websites, funnels & blogs + Documents & Contracts (e-sign)
  • Direct Housecall Pro & ServiceTitan integrations
  • Bi-weekly check-in calls
  • Priority same-day support
Schedule Discovery Call →
Tier 3 — Elite

Elite

$1,499/mo
+ $1,999 one-time setup · 7–14 days go-live
5,000 voice minutes/mo

Growing firm or established agency ready for outbound lead generation and a dedicated account manager.

  • Everything in Accelerate, plus:
  • AI lead generation & outbound prospecting
  • Lead enrichment & segmentation
  • Outbound automation sequences
  • Advanced / custom workflow automation
  • Social media posting & scheduling (FB, IG, GBP, LinkedIn)
  • Multi-seat CRM (producers / users)
  • Custom data tracking (jobs, policies, vehicles)
  • Dedicated account manager
  • Monthly strategy calls
Schedule Discovery Call →
Tier 4 — Enterprise

Enterprise

Custom
Scoped to your business · Pooled minutes across seats

Multi-producer agency, multi-office firm, or franchise. White-glove deployment across the entire organization.

  • Everything in Elite, plus:
  • Round-robin lead distribution
  • Producer / agent seat onboarding
  • Recruiting & onboarding automation
  • Multi-office deployment (extra sub-accounts)
  • Dedicated success team (white-glove)
  • Volume pricing on overage minutes
Schedule Discovery Call →

All tiers include the 90-day results guarantee. Annual billing saves 20% on monthly. Add-ons (extra numbers, seats, locations) handled on the backend.

What Every Build Includes

One team. One system. Built around your business.

Every Done-For-You engagement includes these foundational deliverables, scaled to your tier.

Full CRM Build

Pipeline customized to your sales stages. Custom fields for your services. Tags for your customer segments. Built around how YOU sell — not generic.

AI Receptionist Setup

24/7 AI voice agent trained on your business — services, hours, FAQs, pricing tiers, transfer rules. Configured and tuned by our team.

Custom Workflows

Mapped to your operations. New lead capture, missed-call follow-up, quote follow-up, appointment reminders, post-job review requests — built and live.

Multi-Channel Communication

SMS, email, web chat, Facebook Messenger, Google Business Messaging — all unified in one inbox, all automated where it makes sense.

Review & Reputation System

Automated review requests after every job. Negative review interception. Google Business Profile optimization. Built to grow your search ranking.

Reporting & Dashboards

See exactly what's happening — calls answered, leads captured, appointments booked, conversion rate, ROI per source. No more guessing.

Team Training

We train you and your team on the system so you're confident running it day-to-day. Recorded training sessions for new hires.

Ongoing Adjustments

Need to change how the AI handles a question? Want a new workflow? Just tell us. Included in every tier — no surprise change-order fees.

US-Based Team

You work directly with operators who understand service businesses. Real people. Real conversations. Real accountability.

How We Work With You

Assess. Build. Optimize.

Three phases. No mystery. You know what's happening and what's next at every stage.

A

Assess

We start with a discovery call. Our team learns your business — your services, sales process, current systems, team, goals. We agree on tier, scope, and timeline.

  • 30-60 min discovery call
  • Audit of current systems
  • Scope and quote
  • Build plan with milestones
B

Build

Our team builds your CRM, AI receptionist, workflows, integrations, dashboards, and training materials. You stay focused on running the business — we check in at milestones.

  • Full CRM + AI build
  • Custom workflow deployment
  • Integration configuration
  • Team training delivered
O

Optimize

System is live and our team is monitoring. Bi-weekly or monthly calls to tune what's working, add what's missing, and double down on what's converting.

  • Performance reporting
  • Workflow refinement
  • New campaign launches
  • Ongoing strategy advice
Not ready for a full build?

Start with AI Reception. Upgrade when you're ready.

If you want fast results without the full build commitment, start with our productized AI Reception subscription. Self-serve setup. Cancel anytime. Operators often graduate from AI Reception to Done-For-You once they see what's possible.

See AI Reception →
Integrations

Works with the tools you already use

We wire your AI into your existing stack. Connect to 5,000+ apps through Zapier, plus the platforms service businesses run on.

Frequently Asked Questions

Honest answers before your discovery call.

What is the Done-For-You Platform?
Done-For-You is a custom-built growth system for service businesses. Our team builds your entire stack — CRM, AI receptionist, automated follow-up sequences, funnels, marketing campaigns, and ad management — and trains your team on how to run it. Four tiers based on scope: Foundation, Accelerate, Elite, and Enterprise. Every engagement is custom-quoted on a free discovery call.
How is Done-For-You different from AI Reception?
AI Reception is our productized subscription — sign up, our intake form configures your AI receptionist, and you're up and running quickly with self-serve access to the platform. Done-For-You is a custom build engagement where our team builds and configures everything for you — workflows, funnels, campaigns, integrations, ad management — and we manage the ongoing optimization. AI Reception is for operators who want a fast self-serve solution. Done-For-You is for operators who want hands-off.
Who is Done-For-You built for?
Service businesses doing $2M to $20M+ in revenue who want their entire customer-acquisition, follow-up, and operations system built and run for them. We work with HVAC, plumbing, roofing, electrical, med spa, dental, mortgage, moving, property management, and similar service operators across the United States.
Why are prices not shown on this page?
Every Done-For-You engagement is custom-scoped to your business — your tools, your industry, your goals, your existing stack. Quoting a fixed price without understanding what you actually need would be guesswork. We invest 30 to 60 minutes on a discovery call to understand your business and quote a real number based on real scope. There is no obligation.
What's included in a Done-For-You build?
Every tier includes a full CRM build customized to your sales process, AI receptionist setup, custom workflows mapped to your business, intake and lead-capture forms, basic reporting dashboard, and team training. Higher tiers add advanced marketing automation, review and reputation campaigns, social planner content, custom funnels and landing pages, multi-location setup, ad management, and ongoing optimization with monthly strategy calls.
How long does a build take?
Build timelines depend on scope. Simple Starter engagements move quickly. Multi-location Elite engagements with custom integrations take longer. On the discovery call we agree on a realistic timeline based on your scope and our capacity. No vague promises — you get a real timeline upfront.
Do I need to be on AI Reception first?
No. AI Reception and Done-For-You are independent. Some customers start with AI Reception and graduate to Done-For-You when they want more done for them. Others come straight to Done-For-You because they want the full build from day one. Either path works.
What happens on the discovery call?
On the call we ask about your current systems, your sales process, your team, your industry, your goals, and your timeline. We share what we would actually build for you and which tier fits. You leave with a clear picture of scope and a quote. No pressure to sign anything on the call.
Can I change tiers later?
Yes. Many customers start at Starter and grow into Growth as their business scales. Or start at Growth and step up to Elite when they expand to multiple locations or want outbound lead generation. We design every build with growth in mind — no rip-and-replace when you upgrade.
What if I have an existing CRM or systems?
We can integrate with most major tools — Housecall Pro, ServiceTitan, Jobber, Salesforce, HubSpot, QuickBooks, Cal.com, Calendly, and many more. On the discovery call we map your existing stack and decide what to migrate, what to integrate with, and what to retire. You don't lose your existing data or relationships.
Do you offer any guarantees?
Every build is delivered against agreed milestones. If we miss a milestone, we tell you why and how we'll catch up. After go-live, we offer a 90-day results review — if measurable outcomes (more leads captured, more appointments booked, better conversion) haven't started showing up, we work for free until they do.
How do I get started?
Schedule a free discovery call. It takes 30 to 60 minutes and there's no obligation. You'll leave the call with a clear understanding of what we'd build, which tier fits, and a real quote. If it makes sense, we start. If not, we won't pressure you.

Ready to stop juggling tools and start running the business?

Schedule a free discovery call. 30 to 60 minutes. No obligation. You leave with a real quote, real scope, and a clear picture of what we'd build.

Schedule a Discovery Call → Or Start with AI Reception

No obligation · Custom-quoted on the call · US-based team