Managed AI · $2,499 setup + monthly plan
Your own AI team, built and run for you.
A dashboard for your business and a first agent that owns one real workflow — quoting, follow-up, intake, reporting. We host it, secure it, pay attention to it, and keep it sharp. You approve the work and watch the hours come back.
What You Get
Everything it takes to run AI — without running any of it.
Most small businesses don't fail at AI because the tools are bad. They fail because nobody owns the machine it runs on, the bill it generates, or the drift that sets in after month two. On the managed plan, we own all three.
A dashboard that's yours
One place to see what your agents did today, approve anything that needs a human, and watch what it's costing — built for your business, not a generic portal.
Agents that do a whole job
An agent isn't a chatbot. It reads the quote request, drafts the quote in your price book, waits for your approval, sends it, and follows up. One job, end to end, every time.
Hosting and the machine it runs on
We run the cloud instance. You never see a server, a deployment, or an update notice. If it needs patching at 2 a.m., that's ours.
AI inference and cost control
We pick the right model for each job, meter every call, and cap monthly spend. You see the number on your dashboard; you never get a surprise bill from an AI vendor.
Security and your data
Business-tier models whose terms exclude your data from training, isolated per client, backed up. Documented in writing per tool before anything goes live.
Maintenance and optimization
Models change, tools change, your business changes. We keep the agents accurate, tune what's slow, and tell you when a new capability is worth adding.
The Process
From first agent to running on its own.
Four phases for the first agent. Every agent after it skips straight to Build — the dashboard and the plan are already there.
Scope
We map the one workflow your first agent will own, agree what 'done' looks like, and set the monthly budget for AI spend.
Build
We stand up your dashboard and build the agent against your real documents, price book, and templates while your team keeps working.
Pilot
One or two people run it on live work for a couple of weeks with every action approved by a human. What breaks gets fixed here.
Run
It goes live, your team is onboarded, and the monthly plan takes over — monitoring, upkeep, optimization, and the next agent when you're ready.
Pricing
Start with one agent. Add the rest when it's earned it.
A fixed setup fee to build it, a monthly plan to run it — sized to your volume on the discovery call. Every added agent comes in at a reduced rate.
Starter
Your dashboard + one agent
Setup
- Bespoke dashboard for your business
- One agent built around a real workflow
- Hosting, inference, security, and upkeep on the monthly plan
- Staff onboarding and a written playbook
- Ongoing monitoring and optimization
Best for: Owners who want one bottleneck handled — properly, and kept running
Book a Free CallGrowth
Your dashboard + three to five agents
Setup
- Everything in Starter
- Additional agents at a reduced per-agent setup rate
- Agents that hand work to each other (quote → follow-up → review)
- Integrations with your CRM, calendar, or accounting system
- Priority support and quarterly optimization review
Best for: Businesses ready to take a whole function off the office's plate
Book a Free CallCustom
Business-wide, multi-department
Scoped
- Phased rollout across departments
- Custom integrations and data connections
- Role-based dashboards for different teams
- Change management and full staff onboarding
- Dedicated support during rollout
Best for: Growth-stage businesses making AI a real operating advantage
Book a Free CallNot sure which workflow should get the first agent? The $999 Snapshot Audit ranks them — and is credited toward setup if you proceed within 30 days. Want senior guidance alongside? Fractional AI Officer.
FAQ
The questions owners ask before they say yes.
What exactly is an 'agent'?
What does the $2,499 cover, and what's the monthly plan?
How does pricing work for additional agents?
Do we own it? What happens if we leave?
Where does our data go?
Should we start with an audit or go straight to implementation?
Not ready for a managed plan yet? The free Opportunity Finder shows which workflow should go first.
Ready for an AI team that someone else keeps running?
Start with a free 30-minute call. We'll scope the first agent, the dashboard, and the monthly plan together.