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.

01

Scope

We map the one workflow your first agent will own, agree what 'done' looks like, and set the monthly budget for AI spend.

02

Build

We stand up your dashboard and build the agent against your real documents, price book, and templates while your team keeps working.

03

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.

04

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.

Most Popular

Starter

Your dashboard + one agent

Setup

$2,499+ monthly plan
  • 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 Call

Growth

Your dashboard + three to five agents

Setup

Quotedreduced rate per added agent
  • 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 Call

Custom

Business-wide, multi-department

Scoped

Quotedto your operation
  • 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 Call

Not 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'?
A piece of AI set up to do one job in your business end to end — not a chat window. A quoting agent reads the request, drafts the quote from your price book, waits for approval, sends it, and follows up. A guest-inquiry agent drafts replies from your house rules and hands them to staff to send. Each agent owns one workflow, and the dashboard shows you what it did.
What does the $2,499 cover, and what's the monthly plan?
The $2,499 is setup: scoping, building your dashboard and first agent, onboarding your team, and the written playbook. The monthly plan covers everything it takes to keep it running — the cloud instance, AI inference, cost management, security, backups, maintenance, and optimization. The monthly figure is scoped on the discovery call based on your volume and the agents you run.
How does pricing work for additional agents?
Once the dashboard exists, each additional agent is built at a reduced setup rate and added to your plan. Most clients start with one, prove it over a month or two, and add the next once the first has paid for itself.
Do we own it? What happens if we leave?
Your data and your agents' instructions, prompts, and configurations are yours and exportable at any time. The hosting is ours to run — that's the point of the plan. If you ever leave, we hand over the configurations and your data so you or someone else can rehost them. No proprietary lock-in, no held-hostage playbooks.
Where does our data go?
Into business-tier AI models whose terms exclude your data from training, running in an instance isolated to your business, with backups. Which of your documents may touch which tools is settled in writing during scoping — before the first agent is built.
Should we start with an audit or go straight to implementation?
If you already know the one workflow that's eating the office's week, we can scope the first agent directly from the discovery call. If you're not sure which workflow to pick, the $999 Snapshot Audit ranks them by return and effort — and its cost is credited toward the implementation setup if you proceed within 30 days.

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.