Business Systems Retainer

Lead capture, CRM organization, automations, invoicing, and follow-up systems built to help businesses operate with less chaos.

We build and maintain business systems that capture leads, organize contacts, automate follow-up, support invoicing, integrate payment processing, and streamline customer flow. This is for businesses that need more than just a landing page. It is for companies that want a working system behind the scenes.

Built around outcomes

Lead capture, follow-up, invoicing, and customer flow working together in one system.

Implementation first

Every plan starts with a setup phase to configure, launch, and prepare the system for use.

Ongoing support

Monthly updates are structured in batches so the service stays premium and clear.

Every plan starts with setup and launch.

This is the build and setup phase where the system is configured, launched, and prepared for use. Platform fees begin only after the Implementation Period is complete.

Email System

Platform Fee

$200/mo + email usage

Implementation Period

1 month

Implementation Fee

$300

Best for businesses that want organized lead capture, invoicing, and follow-up without managing text message replies.

  • One 3-page funnel

  • One form

  • Basic email automation

  • CRM setup

  • Pipeline or stage setup if needed

  • Invoicing workflow setup

  • Payment processor integration

  • Invoice/payment notifications if needed

  • One monthly batch of revisions or updates after launch

SMS + Email System

Platform Fee

$300/mo + email usage

Implementation Period

2 months

Implementation Fee

$500

Built for businesses that are prepared to actively manage SMS communication and follow up on incoming replies.

  • One 3-page funnel

  • One form

  • Basic email and SMS automation

  • CRM setup

  • Pipeline or stage setup if needed

  • Invoicing workflow setup

  • Payment processor integration

  • Invoice/payment notifications if needed

  • One monthly batch of revisions or updates after launch

Monthly batch policy

One structured update batch per month

One monthly batch of revisions or updates may be submitted before the 1st of each month. This may include edits to existing assets and/or one new standard funnel campaign with form and basic automation, depending on scope.

Unused monthly batches expire

One brand or business per retainer

Platform fees begin after the Implementation Period is complete

What’s included overall

Funnel setup

Forms

CRM organization

Basic automations

Lead capture system structure

Notifications

Payment processor integration

Invoicing workflow setup

Monthly update batch after launch

What’s not included

Custom coding

Major rebuilds

Ongoing admin work

Unlimited revisions

Large contact imports or cleanup

Ad management

Content creation

Bookkeeping or accounting management

New third-party integrations

Ready to move forward?

Get a working business system behind your lead flow, invoicing, and follow-up.

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