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

Claude Code Setup High Priority

$2,500

Details

Full AI development environment built around your business — repos, hosting, and intelligent project files so Claude Code understands your operations and can build for you.

Git repositories set up and organized for every project
VPS hosting configured and deployed
CLAUDE.md instruction files tailored to your business context
Memory and project documentation so the AI retains your preferences
Development workflows and deployment pipelines
AI training / SOP training

AI Voice Assistant

$500

Details

A voice-powered AI assistant that handles inbound and outbound calls for your business.

Custom voice agent trained on your business info
Handles FAQs, appointment scheduling, and call routing
Integrates with your GHL setup

AI Text Agent

$500

Details

An AI-powered text/SMS agent that engages leads and handles conversations automatically.

Automated lead follow-up via SMS
Appointment booking and confirmations
Integrates with your GHL setup

Recommended

Bundle — Everything Together

$5,400one-time

All four one-time services at 10% off. We set up everything, train your team, and hand you the keys.

GoHighLevel setup & optimization
Claude Code setup — repos, VPS, hosting, CLAUDE.md files
AI Voice Assistant
AI Text Agent
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

Claude Code & AI Agent Setup

Repos, VPS, hosting, CLAUDE.md files, voice assistant, and text agent. 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 Claude Code Setup — $2,500 AI Voice Assistant — $500 AI Text Agent — $500 Bundle All Four — $5,400

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

Claude Code & AI Agent Setup

Build Complete