Client Engagement Proposal

One-Time Setup

Build & Launch

One-time investments to get your systems live. Tap any service below to see the full details.

GoHighLevel Setup & Optimization

$2,500

Details

Full GoHighLevel platform buildout configured to how your business runs.

CRM setup with custom pipelines and stages
Contact management, tags, and segmentation
Automation workflows (follow-ups, notifications, task routing)
A2P phone service setup
Email channel setup

“Bob” — Brecken’s AI Assistant High Priority

$9,000

Details

A custom AI assistant built around your business — like a digital employee that handles operations, consolidates your tools, and executes tasks on command.

4–6 custom workflows scoped to your actual processes
One source of truth — consolidate all tools and systems into a single hub
Tool consolidation — audit and streamline your current tech stack
Voice and text command layer — speak or type instructions, the agent executes
Slack integration for you and your team to communicate with the AI
Morning briefing — all emails, texts, and updates in one place
AI training / SOP training

Recommended

Bundle — Everything Together

$9,999one-time

Both one-time services at a reduced rate. We set up, optimize, and hand you the keys. Discovery included.

GoHighLevel setup & optimization
“Bob” (Brecken’s AI assistant) — 4–6 workflows, tool consolidation, source of truth
Full discovery and AI training / SOP training

Ongoing Monthly

Management Services

Monthly management to keep things running and growing. Additional builds and projects are scoped and priced individually as they come up.

$500/mo

Meta Ad Management

Campaign management, optimization, and reporting for Meta (Facebook & Instagram) advertising.

$500/mo

SEO & GEO

Ongoing search engine optimization and Generative Engine Optimization (GEO) — making sure your business shows up in both traditional search results and AI-generated answers from ChatGPT, Google AI Overviews, Perplexity, and more.

Need a website built? +$1,500 one-time setup to build and optimize your site for SEO & GEO.

Additional builds, automations, and projects are priced per-project and discussed as they come up. No surprises.

Proposed Timeline

This Week

GoHighLevel Setup

CRM buildout, pipelines, automations, phone and email channels. Live and operational immediately.

Sept 1–14

Your Homework

Gather all SOPs, document current processes, compile training materials and system access. We handle data transfer and verification.

Sept 15

AI Assistant Buildout Begins

Full assistant development. Workflows, Slack, voice/text commands, tool consolidation. Immediate visible progress.

Oct 15

Build Complete

All systems live and handed off. Ongoing management begins.

How We Work

You own everything. Your GoHighLevel account, your AI agents, your data. We build it under your accounts and hand you the keys.
Projects priced up front. No open-ended retainers. Every build gets a scope and a number before work starts.
Discovery is part of the build. Learning your tools and processes is project work, not billable consulting. We need to understand your systems to consolidate them properly.

Ready to Move Forward?

Select what you’d like to start with and we’ll get things moving.

Your Name

Select Services

One-Time

GoHighLevel Setup — $2,500 “Bob” — Brecken’s AI Assistant — $9,000 Bundle Both — $9,999

Monthly

Meta Ad Management — $500/mo SEO & GEO — $500/mo Website Build (if needed) — +$1,500 one-time

Select the services you’d like to start with above.

Tech Buildout & Marketing Partnership

GoHighLevel Setup

Your Homework

AI Assistant Buildout Begins

Build Complete