deep integrations, and strategic support for teams that need to scale without the overhead. Includes custom setup, AI training, and launch support (one-time fee applies).
About This Plan
The Momentum System is for fast-growing teams and founders managing complex operations across sales, service, and delivery. You’re doing more with less—and you need AI systems that reduce chaos, not add to it.
We deliver deep automation, integrated tools, and smart assistants that connect every part of your business—from client intake to post-sale follow-up.
What’s Included:
Full AI Audit + Automation Strategy
We analyze your workflows, tech stack, and priorities to design a cross-functional automation blueprint.
2+ Custom AI Assistants
We train and deploy agents that act like your best team members—handling intake, lead sorting, onboarding, internal comms, or customer service.
10+ Smart Automations
From CRM logic and drip campaigns to proposals, internal task triggers, and pipeline automation—this is full-scale business orchestration.
Cross-Platform Integrations
Connect tools like HubSpot, Notion, Shopify, Google Sheets, or Slack—no switching platforms, just seamless automation.
Custom Documentation & Training
Your team gets tailored walkthroughs and SOPs for ease of use and handoff.
Priority Optimization & Support
You get regular performance reviews, AI retraining, and fast-turn updates to evolve with your business.
Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam libero vitae erat.
Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolo.
Done-for-you AI system with 1 assistant, 3 automations, and expert setup—built to save time and scale smarter. Includes custom setup, AI training, and launch support (one-time fee applies).
Advanced AI systems and automation, custom-built for scaling businesses ready to streamline operations across marketing, sales, and service. Includes custom setup, AI training, and launch support (one-time fee applies).
Built to scale: advanced automations, custom integrations, and AI assistants that grow with your business. Includes custom setup, AI training, and launch support (one-time fee applies).
Done-for-you AI system with 1 assistant, 3 automations, and expert setup—built to save time and scale smarter. Includes custom setup, AI training, and launch support (one-time fee applies).
Advanced AI systems and automation, custom-built for scaling businesses ready to streamline operations across marketing, sales, and service. Includes custom setup, AI training, and launch support (one-time fee applies).
Built to scale: advanced automations, custom integrations, and AI assistants that grow with your business. Includes custom setup, AI training, and launch support (one-time fee applies).
Whether you're starting lean or scaling fast, each plan is designed to remove the busywork, replace bottlenecks with automation, and give you more time to grow. Compare what you get—and what you unlock—with each step up.
For solo founders and lean teams ready to automate client comms and admin—without the overwhelm. Includes 1 AI assistant and your first 3 smart workflows.
Get StartedBuilt to scale automations across sales, content, and onboarding. Includes 2 custom-trained assistants, full CRM integrations, and post-launch support.
Get StartedDesigned for growing teams who need serious system power. Includes 2+ AI agents, 10+ full-funnel automations, and enterprise-grade integrations and SOPs.
Get StartedHere's everything you need to know before we build together.
We design, build, and implement custom AI and automation systems for small to mid-sized businesses. That includes everything from AI assistants and content automation to smart CRM workflows and sales pipeline support.
Neither. We’re your AI transformation partner—strategy-first, tech-agnostic, and focused on building practical systems that save time and drive growth.
Lean teams, founders, and operators in consulting, retail, health & wellness, tech, education, and eCommerce. If you wear too many hats, we’re built for you.
We don’t sell tools—we build the right system around the tools that fit your business. Our work is custom, modular, and designed to integrate with your current stack.
Smart workflows and automations including: AI assistants, CRM/email/lead management, proposals, social content, SOPs, internal tools, and more.
Yes—when appropriate. We’re tech-agnostic and work with OpenAI, Claude, Zapier, Make, Airtable, Notion AI, and others.
Absolutely. We build AI systems and agents trained on your business—your tone, services, processes, and knowledge.
Yes. We offer AI-powered Smart Sites with dynamic content, integrated chatbots, booking systems, and performance optimization.
Most clients spend $495–$1,495/month. We offer three flexible packages (Starter, Pro, Momentum) plus a one-time setup fee.
Yes. All systems are tailored to your workflows and needs. Packages are starting points—we build the rest around you.
Full onboarding: system strategy, configuration, custom training, documentation, and launch support.
Yes. Answer 14 quick questions and receive a tailored proposal within 24 hours.
1. Audit → 2. Blueprint → 3. Build → 4. Support. We guide you through every step.
Most clients go live in 2–4 weeks depending on the size and complexity of the system.
Not at all. Everything we build is designed for simplicity. We also include onboarding and training.
Yes. We follow data privacy standards and ethical AI practices including transparency, bias reduction, and human-in-the-loop design.
Only with your permission. Data is used securely and never sold or reused elsewhere.
Contact us and we’ll help you find the right path forward.
.png)
