Municipal Office AI & Automation Guide - Never Miss Another Citizen Request

AI & Automation for Municipal Offices

Stop losing citizens to voicemail. Serve your community 24/7 with intelligent systems that answer every call, respond to every message, and keep residents informed.

๐Ÿ“š 15 min read
๐Ÿ‘ฅ For township, city, county & school administrators
40% of citizen calls go unanswered during peak hours and after-hours
500+ status check calls per month in typical officesโ€”all preventable
50 hours of staff time wasted monthly on phone tag and repeated questions
Calculate Your Office's Opportunity

Where Is Your Office Bleeding Time and Trust?

Most municipal offices lose 40+ staff hours monthly to preventable inefficiencies. This 3-minute assessment quantifies exactly where automation can help.

Quick Efficiency Assessment

Calculate the dollar value of staff time lost to missed calls, manual workflows, and communication bottlenecksโ€”plus identify exactly which solutions will deliver the fastest ROI.

What You'll Learn:

  • How much staff time you're losing to phone tag and follow-up calls
  • The real cost of manual request tracking and status updates
  • Where automation delivers immediate impact for your specific challenges
  • Which solutions fit your budget and priorities

Answer honestly about your current operations. The more accurate your inputs, the more valuable your personalized results.

Challenge #1: Missed Calls & Slow Response

When a resident calls about a permit at 5:15 PM and gets voicemail, they don't waitโ€”they call another municipality's office or complain on social media. Peak hours, lunch breaks, and after-hours mean 40% of citizen inquiries go unanswered immediately. The result: frustrated residents, voicemail backlogs, and staff time wasted on phone tag.

Is managing call volume and response time a challenge?

35%

The Solution:

AI voice and chat systems answer every inquiry immediatelyโ€”even at 11 PM on Sunday. Residents get instant help, staff stop playing phone tag, and your office never misses another opportunity to serve your community.

Challenge #2: Reactive Communication

Most offices only contact residents during crises. The result: low program participation, repeated calls about the same issues, and a perception that government doesn't communicate. Offices that stay connected proactively see 5x better engagement and far fewer complaint calls.

Is maintaining regular community engagement difficult?

25%

The Solution:

Automated notifications keep residents informed about service changes, events, and deadlinesโ€”achieving 400% better engagement than manual outreach while saving dozens of staff hours monthly.

Challenge #3: Administrative Burden

Municipal staff spend 40-60% of their time on repetitive tasks: data entry, request routing, status updates, answering the same questions repeatedly. This "shadow work" prevents your team from focusing on complex issues that actually require human expertise.

Do manual workflows consume significant staff time?

60%

The Solution:

Automation handles routine tasksโ€”request routing, data entry, status updates, appointment schedulingโ€”freeing staff for complex problem-solving and community engagement.

Challenge #4: The Information Black Hole

Citizens submit permit applications, service requests, and complaintsโ€”then hear nothing. Without proactive updates, residents call repeatedly asking "what's my status?" This creates frustration, wastes staff time, and damages public trust.

Is request tracking and transparency a challenge?

70%

The Solution:

Automated tracking keeps citizens informed with proactive text and email updates at every stage. Follow-up calls drop by 70-80%, dramatically improving both satisfaction and efficiency.

Your Efficiency Opportunity

Here's exactly where automation can help your office:

Next Steps:

  1. Review the guide below to see how each solution works
  2. Book a strategy call to discuss your specific needs
  3. Launch within 2-4 weeks and start serving citizens better

Voice AI: Answer Every Call, Every Time

Natural conversations that handle citizen inquiries 24/7

When a water main breaks at 11 PM, residents don't wait until morning to report it. When contractors need permit information during your lunch hour, they call the next municipality. Every missed call is a missed opportunity to serve your communityโ€”and voice AI ensures you never miss another one.

Voice AI answers your phone lines with natural-sounding conversations, understands what residents need, provides accurate information based on your office's policies and procedures, and either resolves issues immediately or routes to the appropriate staff with full context. It's not a phone tree or voicemailโ€”it's an intelligent conversation that happens to be automated.

How Riverside Township Eliminated Phone Backlogs

Riverside Township (population 8,000) received 60-80 calls daily. During lunch, meetings, and after 5 PM, calls went to voicemail. Staff spent the first hour each morning returning calls, residents complained about lack of responsiveness, and truly urgent issues weren't identified quickly.

After implementing Voice AI: Every call gets answered immediately. The system handles trash schedule questions, directs permit inquiries to the right department, and flags emergencies for immediate staff notification. Morning voicemail backlog: eliminated. Resident complaints about accessibility: dropped 85%. Staff can focus on complex issues instead of answering the same questions repeatedly.

Real Conversation Example

Pothole Report at 7:15 AM (Before Office Opens)

AI: Good morning, Riverside Township Public Works. How can I help you?
Resident: There's a huge pothole on Main Street near the library. Cars are swerving to avoid it.
AI: I understandโ€”that sounds like a priority. Can you tell me if it's on Main Street heading north or south?
Resident: Northbound, right lane, in front of the library entrance.
AI: Thank you. I'm creating work order 2024-0847 right now. Our crews typically respond to large potholes within 48 hours. I'm texting you confirmation with your work order number. Can I get your name and phone number for our records?

What happened: Pothole was documented at 7:15 AM before staff arrived. Public works received the work order when they logged in at 8 AM. Resident received text confirmation immediately. No voicemail, no callback needed, no frustrated repeat calls.

See Voice AI in Action

Watch how the system handles real municipal inquiries

But answering calls is just the beginning. Voice AI also means your office can finally proactively reach residents. Trash schedule reminders for new residents. Automated permit status updates. Payment deadline reminders. All delivered via outbound calls that sound completely natural.

The system integrates with your existing phone number and infrastructure. Citizens call the same number they always haveโ€”they simply get better, faster service. And when calls require human judgment, they transfer seamlessly to your staff with complete conversation context.

AI Chat: Meet Residents Where They Are

Instant responses across every digital channel

You're answering calls now, but residents are also texting, messaging on Facebook, and using your website chat widget. Without automation, these channels sit unanswered for hours or days. With AI chat, every digital inquiry gets an instant, accurate responseโ€”regardless of time or channel.

The same intelligence that powers voice AI works across text messages, website chat, Facebook Messenger, Instagram DMs, and email. One system, trained on your office's information, providing consistent answers everywhere residents contact you.

Why This Matters More Than You Think

Younger residents prefer texting to calling. Non-English speakers can use translation tools with written chat. Website visitors expect instant answers, not "we'll get back to you." When your Facebook page takes 48 hours to respond to messages, residents assume you're unresponsive everywhere.

Smithville Borough saw this firsthand: They implemented website chat expecting modest usage. Within three months, 40% of citizen inquiries came through digital channels instead of phone calls. Staff workload decreased because residents could self-serve instantly, and satisfaction scores improved because responses were immediate.

The Multi-Channel Advantage

One System, Every Channel:

Website: Chat widget answers questions in real-time, guides residents through forms, provides links to relevant information.

SMS: Residents text your office number and get immediate helpโ€”perfect for quick questions about schedules, closures, or status updates.

Facebook: Messages get instant replies instead of sitting unanswered, making your office look responsive and accessible.

Email: Simple questions auto-respond immediately; complex inquiries route to appropriate staff with AI-drafted responses for review.

The power isn't just speedโ€”it's consistency. The same accurate information across all channels. No more conflicting answers depending on who a resident talks to or which channel they use.

And just like voice AI, chat systems capture everything. Every conversation is logged, categorized, and available for review. You can see common questions that might need better documentation, identify emerging issues before they become problems, and ensure no citizen inquiry falls through the cracks.

Next, we'll look at how to flip from reactive to proactive communicationโ€”using automation to keep residents informed before they even need to ask.

Proactive Engagement: Stop Playing Defense

Build trust with automated communication that keeps residents informed

You're answering every call and message now. But you're still playing defenseโ€”waiting for residents to contact you. The offices with the highest satisfaction ratings don't just respond well. They communicate proactively, keeping citizens informed before issues arise.

Automated engagement means residents receive text alerts about road closures that affect their street, email reminders about upcoming tax deadlines, notifications when their permit is approved, and updates about community events they've expressed interest in. All sent automatically based on triggers and schedules you define once.

The Engagement Shift That Changes Everything

Riverside Township implemented trash schedule reminders for their complex alternating pickup zones. Result: calls asking "when is my trash pickup?" dropped 67%. They added service disruption alerts for residents affected by road work. Result: complaints about "no one telling us anything" essentially eliminated.

The pattern is consistent: proactive communication prevents reactive inquiries. Every notification you send prevents 3-5 phone calls or messages asking the same question.

What to Automate First

  • Service Disruptions: Road closures, utility work, schedule changesโ€”instantly notify affected residents by location
  • Deadline Reminders: Tax payments, permit renewals, application deadlinesโ€”reduce late payments and last-minute rushes
  • Event Notifications: Council meetings, public hearings, community eventsโ€”increase participation dramatically
  • Request Updates: When permits are approved or service requests completedโ€”eliminate "what's my status?" calls

Start with the high-volume, repetitive communications that eat staff time. Trash schedules. Meeting notifications. Service disruption alerts. These deliver immediate ROI because they prevent so many incoming inquiries.

But here's what most offices miss: Engagement isn't just about pushing information out. It's also about making it easy for residents to provide feedback. Automated surveys after service completion. Quick polls about community initiatives. Requests for input that actually get responses because they're delivered at the right time through the right channel.

Offices using automated engagement see 300-500% better response rates compared to manual email blasts or social media posts. The secret: personalization, timing, and multi-channel delivery.

With residents informed and inquiries handled automatically, your staff can finally focus on the work that actually requires human expertise. That's where workflow automation comes in.

Workflow Automation: Eliminate the Shadow Work

Free your team from repetitive tasks

Municipal employees spend 40-60% of their time on "shadow work"โ€”tasks that must be done but don't require human judgment. Data entry from paper forms. Routing requests to the right department via email chains. Updating spreadsheets. Scheduling appointments back and forth. Creating status reports from multiple sources.

Every hour spent on shadow work is an hour not spent on complex constituent issues, strategic planning, or community relationship building. Workflow automation eliminates this waste by handling predictable processes automatically.

Before and After: Building Permit Processing

Traditional Process: 5-7 Days

Applicant submits paper form during business hours. Clerk manually reviews, enters data, emails inspector. Inspector checks email eventually, reviews application, emails back with questions or approval. Phone tag ensues. Applicant calls repeatedly asking for status.

Staff time: 45+ minutes per application

Automated Process: Same Day

Applicant completes smart online form (validates in real-time). System auto-populates database, notifies inspector immediately. If incomplete, applicant gets instant text listing what's missing. Inspector approves online, system sends approval text with permit number and inspection scheduling link.

Staff time: 10 minutes for review only

This is the pattern across every municipal workflow. Request intake and routing. Appointment scheduling. Document processing. Status notifications. Internal handoffs between departments. All can be automated to run 24/7 with zero errors.

The Automation Priority List

Start with workflows that meet two criteria: high volume (happening frequently) and high pain (causing significant frustration or time waste). Typically this means:

Request intake and routing tops the listโ€”capturing requests via any channel, extracting key information, routing to the right person based on request type and current workload. One borough eliminated 12 hours of weekly manual routing just by automating this.

Appointment scheduling follows close behind. Citizens self-schedule inspections, consultations, and meetings based on real-time staff availability. Automated reminders reduce no-shows by 70%. Staff stop playing phone tag to schedule appointments.

Status notifications complete the trifectaโ€”automatically updating citizens as requests move through stages (received, under review, approved, completed). This alone can eliminate hundreds of status check calls monthly.

Here's what surprises most administrators: Workflow automation often improves service quality, not just efficiency. Automated processes follow every step consistently. Nothing falls through the cracks. Response times become predictable. Citizens can check status online anytime instead of calling during business hours.

But automation reveals one more major pain point: the information black hole citizens experience after submitting requests. That's where transparent tracking becomes critical.

Transparent Tracking: End the Information Black Hole

Automated updates that eliminate 80% of follow-up calls

You've automated everything else. But if citizens don't know what's happening with their requests, they'll still call repeatedly asking "what's my status?" Transparent tracking closes this final loopโ€”keeping residents informed automatically at every stage.

When someone reports a pothole, they receive instant confirmation with a work order number and expected timeline. When public works prioritizes it, they get a status update. When the crew completes the repair, they get notification with before/after photos. All automatic. All based on what staff are already doing in their systems.

The Before and After That Tells the Whole Story

Without Tracking: The Black Hole Experience

Monday 9am: Resident calls to report pothole. Leaves voicemail. No confirmation received.
Tuesday 2pm: Resident calls back frustrated. "Did anyone get my message?" Clerk promises to check. No update provided.
Thursday 10am: Third call, increasingly angry. Transferred to Public Works. Put on hold, eventually disconnected.
Friday: Pothole was actually fixed Wednesday, but resident has no idea. Still furious about the experience.

Result: Result: Problem solved but resident experienced terrible service. Three unnecessary calls consumed staff time. Trust damaged.

With Tracking: The Transparent Experience

Monday 9am: Resident texts photo of pothole. System creates work order #2024-0889, sends instant confirmation with tracking link.
Monday 2pm: Public Works reviews and schedules. Resident receives automatic text: "Your pothole report has been reviewed and scheduled for repair."
Wednesday 11am: Crew completes repair. Resident gets text: "Good news! Your reported pothole on Oak St has been repaired. Thanks for helping keep our roads safe."

Result: Problem solved AND resident experienced excellent service. Zero follow-up calls. Trust built.

The Impact: Smithville Case Study

Smithville Borough (population 8,800) processed approximately 180 service requests monthly across codes, public works, and parks departments. Staff estimated residents made an average of 2.8 follow-up calls per request asking "what's my status?"

That's roughly 500 status check calls per month. At 6 minutes average per call, that's 50 staff hours monthly just answering "let me look that up for you."

After implementing automated tracking: Follow-up calls dropped to about 100 per monthโ€”an 80% reduction. That's 40 hours of staff time monthly redirected from answering phones to actually solving problems. Plus, resident satisfaction surveys showed 95% rated communication as "good" or "excellent" compared to frequent complaints before.

Cost of the tracking system: $297/month. Value of time saved: $1,000+/month. But the real value? Staff morale improved dramatically because they could focus on work that matters instead of answering the same status questions repeatedly.

This is where everything connects. Voice AI captures the request. Automated workflows process it efficiently. Transparent tracking keeps residents informed. Proactive engagement prevents future inquiries. Your office runs smoothly, residents are satisfied, and your staff finally has time for the work they were actually hired to do.

Let's talk about how to make this happen in your office.

Implementation: 2-4 Weeks to Launch

How to get started and what to expect

You don't need technical expertise, IT staff, or special infrastructure. This is a done-for-you service. Your role is providing municipal knowledge. Our role is making the automation work.

The 5-Step Process

Discovery Session (45 minutes): We meet with your team to understand your office's specific pain points, current systems, and priorities. We identify which solutions deliver the biggest impact for your situation and create a customized implementation plan.

System Configuration (1 week): We train the AI on your municipality's services, procedures, schedules, and policies. For Voice AI, we develop call scripts. For workflows, we map your processes. Everything is customized to how your office actually operates.

Integration (3-5 days): We connect to your phone lines, website, and existing systems. Most integrations are straightforwardโ€”we handle the technical work.

Testing & Refinement (3-5 days): Your team experiences the system from both staff and citizen perspectives. We refine based on your feedback until everything works smoothly.

Launch & Training (1 day + ongoing): We train your staff on working alongside the AI, monitoring performance, and handling escalations. Systems go live with your team fully prepared.

Typical timeline: 2-4 weeks from initial discovery to full deployment.

What You Need to Provide

  • Overview of your office's departments, services, and common citizen inquiries
  • Information about your phone system, website, and calendar tools
  • FAQs, service directories, fee schedules, and policy documents
  • Examples of typical inquiries and how staff currently handles them
  • 30-60 minutes of time from key staff who handle citizen interactions

That's it. You provide the knowledge; we provide the automation.

Ongoing Support & Optimization

All plans include monthly optimization hours for script updates and workflow refinements, performance analytics showing call volume and time savings, proactive monitoring and improvement suggestions, priority support for questions or urgent changes, and quarterly reviews to identify new automation opportunities.

Most offices see continuous improvement over time as systems learn patterns, scripts are refined based on real interactions, and new opportunities are identified.

Common Questions

How can we afford this with tight budgets?

A single part-time employee costs $15,000-25,000 annually plus benefits. AI automation costs $3,500-12,000 annually and works 24/7 without breaks. The staff time saved alone typically justifies investment within the first few months.

Won't residents hate talking to AI?

Residents care most about getting fast, accurate help. They'd rather talk to an AI that answers immediately with correct information than get voicemail or wait on hold. Modern voice AI sounds remarkably naturalโ€”most callers don't realize it's AI unless told.

What if we want to cancel?

No long-term contracts or cancellation penalties. After your initial setup period, plans are month-to-month. You can cancel anytime with 30 days notice.

Brian Cosgrove talks AI for municipal offices
0:00 0:00

Audio Transcript

It's 6:17 p.m. on a Thursday. A resident calls your township office about a water bill question. The call goes right to voicemail. She doesn't leave a message because she figures it'll be faster to just post on Facebook. Twenty-three minutes later, she's written a two-paragraph complaint about how nobody answers anymore, and six people have already commented agreeing with her.

Look, I'm Brian Cosgrove with Lead Nurturer, and this same scenario is playing out in borough offices, township buildings, county offices, and school districts across the country right now. Not because staff don't care, but because you're drowning in calls, emails, Facebook messages, website inquiries, and walk-ins, all while trying to actually process permits, update records, and serve your community. Meanwhile, 81% of residents now say they'd rather handle things themselves online than call you.

Here's what's happening right now in forward-thinking municipalities. They're implementing AI voice systems like CivicPlus and ServiceNow that answer every phone call with natural-sounding conversations, 24-7. They're using platforms like GovPilot that automatically route permit applications to the right person the second they're submitted online. They're deploying tools like HeyGov that turn meeting recordings into formatted minutes automatically, and ClerkMinutes that handle the repetitive data entry that's eating 40-60% of your staff's day.

Riverside Township, population 8,000, was short-staffed. Voicemails piled up. Staff spent the first hour every morning just returning calls. They implemented AI voice answering six months ago. Now every call gets answered immediately. Trash schedule questions get handled instantly. Urgent potholes get flagged for the crew before staff even arrives. Status check calls dropped 80% because residents get automatic text updates when their service requests move through the system. That's 40 staff hours monthly redirected from answering phones to actually solving problems.

I know what you're thinking. That's not us. We're not a big city. We don't have the budget for that. That's exactly why this matters more for smaller municipalities. You're competing against private sector expectations set by Amazon and Uber, but with a tenth of the staff. When call center satisfaction in government sits at 62 out of 100, while private sector averages 78, that gap shows up as Facebook complaints, council meeting outbursts, and staff burnout.

Now look, I know I mentioned ServiceNow and CivicPlus earlier. They're great. Here's the difference. Those are software products you buy and figure out alone. Lead Nurturer is a partnership. You're getting me as your dedicated implementation specialist who understands municipal workflows, handles the technical setup, trains your staff, and optimizes the systems as you go. We train AI on your specific services, schedules, and procedures, not generic templates.

I like to have fun with it all, too. Be creative. Think about where your competitors will be in 12 months. The township next door implements voice AI, website chat, and automated status updates. Their Facebook page shows instant responses. Their residents brag about how easy everything is. Your residents see that and wonder why you're still playing phone tag. That perception gap? It shifts property values, business locations, and election outcomes.

AI doesn't replace your staff. It extends them. Your clerk stops transcribing meetings manually and focuses on strategic planning. Your admin stops answering "when is trash day" for the hundredth time and helps someone navigate a complex zoning question. Your public works director stops fielding status check calls and actually fixes roads. The work that requires human judgment and expertise? That's what your team should spend time on.

The cost? Most municipalities spend more on part-time seasonal help than full AI implementation. We're talking $3,500 to $12,000 annually for systems that work around the clock, never call in sick, and get smarter over time. One part-time employee costs you $15,000 to $25,000 plus benefits and can only work 20 hours a week.

I get it. You're researching, weighing options, maybe skeptical about AI answering your phones. That's smart. But here's what I want you to consider. Every day you wait is another day of voicemail backlogs, Facebook complaints, and staff spending their time on work that could be automated.

Let's talk about your specific situation. What's eating most of your staff time? Where are residents most frustrated? What software or tools are you using? What are you happy with? What aren't you happy with? I'll show you exactly where AI automation can help. No pressure, just clarity and some ideas. Take the assessment on this page. Watch the Voice AI demo call. Look through the guide. If you'd like to talk, book a call and let's dive in.

Lead Nurturer - AI Automation Services
Brian Cosgrove
LET'S TALK

I'm Brian, Your AI & Automation Implementation Consultant

Let's discuss how AI automation can help you capture more leads and increase revenue

Book Your Free Strategy Call

Let's discuss your business challenges and explore how AI automation can help you capture more leads and increase revenue.

About Me

After 20+ years working as a content writer and account manager for several agencies, I grew frustrated watching small businesses pay bloated agency retainers with no ROI and then lose whatever leads did come their way because of missed communications or poor call handling.

While I was working at agencies, I began recommending GoHighLevel (GHL) to clients as a CRM and marketing automation tool. At the same time, ChatGPT and other AI tools were emerging that I was showing them how to use. Soon enough, I had established a side hustle for myself, setting agency clients up with GHL and workflow automations.

In 2025, I left the agency world, bet on myself, and built Lead Nurturer - powered by GHL - to help business owners capture, qualify, and convert leads 24/7 with AI-powered automation.

When you work with me, you're not just getting a software subscription where you're left on your own to figure out what to do with a bunch of "features." You are getting me as your right hand AI & Automation guy to navigate businesses like yours through this time and help you get one up on competitors slower to embrace or adapt this emerging technology.

"GO AWAY! I'm not down with this AI Sh*t!"


I get it. One of the reasons I exited the digital marketing agency world is because I saw the writing on the wall. AI could write content quicker than I could. AI searches would soon overtake Google searches or at least fundamentally shift Google's search algorithm and SEO as I had known it. SEO itself is on the verge of being fully automated.


But then I realized that with change there was also seemingly limitless opportunity. AI doesn't have to replace you. It can be an extension of you. You can use AI to do what you do better. You can use it to help your employees do their jobs more efficiently. You can use it to level the playing field against big budget competitors. You can use it to grow your business, reduce overhead, improve responsiveness, and boost profitability by handling the repetitive tasks that drain your time and resources.


You just need someone pulling its strings to leverage it responsibly and properly. And that's where I can help you.

How I Work

I work hands-on with a limited number of clients each quarter to ensure personal attention and real results.

Schedule a Strategy Call to uncover where you're losing revenue and map out an AI-driven plan that fits your budgetโ€”no pressure, just clarity.

โšก

Typical response time: Under 2 hours

๐Ÿ”’

Your information is secure and never shared

โœ“

No obligation - just an honest conversation

Looking forward to talking to you,

Brian Cosgrove

๐ŸŽฏ Simple, Transparent Pricing

Choose Your Plan

All packages include full setup, training, and ongoing support. Every system is customized to your business and optimized for results.

๐Ÿ’ฐ What is a Build Deposit?

Build Deposit = First + Last Month's Payment

Your Build Deposit is a first and last month deposit that covers your customized buildout - the AI customization and configuration, the review system setup, reactivation campaign setup, system integrations, training, and testing. Everything is typically running within two weeks but still very much in beta mode while bugs or issues are worked through. Because of this, your Build Deposit also includes a FREE 1 month trial. I call this a 90-day runway. The idea with this 90-day runway is to ensure you're fully set up and start seeing results by the time you're paying month-to-month.

โญ Starter

Perfect for one man shops or small teams testing AI and automation for the first time. Capture every web visitor and missed call, build early reputation, reactivate past customers.

๐Ÿ’ฌ What You Get:

  • โœ“GoHighLevel setup
  • โœ“Customized conversational AI chat widget (website)
  • โœ“Basic follow-up automations (24-48 hours)
  • โœ“Appointment booking integration
  • โœ“Missed call text back
  • โœ“Automated review requests
  • โœ“Reputation management automation
  • โœ“All-in-one inbox
  • โœ“One database reactivation campaign
$297 /month
Build Deposit $594

First + Last Month's Payment

Covers setup, onboarding, and includes your free trial month after launch.

๐Ÿ’Ž Save 25% - Pay Annually
Annual Price $2,673 /year
Save $891 12 months for the price of 9
Annual Bonuses:
  • 30-Day Voice AI Trial
  • Google Business Optimization & Messaging
Start Monthly Plan Choose Annual & Save

Flexible Payments with Klarna: Split payments into interest-free installments with Klarna on setup fees and annual plans.

๐Ÿ† Elite

Best For: High-Volume Operations & Multi-Location

๐Ÿ’ฌ What You Get:

  • โœ“Everything in Pro
  • โœ“Custom AI persona (brand-matched)
  • โœ“Priority call routing and escalation rules
  • โœ“Three high-ticket service landing pages/microsites and funnels
  • โœ“Custom lead magnet creation (educational content)
  • โœ“Conditional automation workflows (if/then logic)
  • โœ“Multi-location dashboard
  • โœ“Multiple team member logins
$997 /month
Build Deposit $1,994

First + Last Month's Payment

Covers setup, onboarding, and includes your free trial month after launch.

๐Ÿ’Ž Save 25% - Pay Annually
Annual Price $8,973 /year
Save $2,991 12 months for the price of 9
Annual Bonuses:
  • Google Business Profile Optimization
  • Social Media Posting (15 posts/month)
  • 4 SEO blog posts per month
  • Private Client Forum Access (Coming Soon)
Start Monthly Plan Choose Annual & Save

Flexible Payments with Klarna: Split payments into interest-free installments with Klarna on setup fees and annual plans.

๐Ÿข Enterprise

For agencies and larger operations

๐Ÿ’ฌ What You Get:

  • โœ“Everything in Elite
  • โœ“Paid ad campaigns
  • โœ“Advanced content marketing
  • โœ“Advanced email marketing campaigns (maintenance/service reminders, upgrade/upsell campaigns, education series, promotional and milestone campaigns)
  • โœ“Weekly strategy sessions
  • โœ“AI growth lab (creative buildouts)
  • โœ“20 hours/month dedicated support - more like a direct hire for your marketing team puppeteering all things AI and automation
$1,997 /month
Build Deposit $3,994

First + Last Month's Payment

Covers setup, onboarding, and includes your free trial month after launch.

๐Ÿ’Ž Save 25% - Pay Annually
Annual Price $17,973 /year
Save $5,991 12 months for the price of 9
Annual Bonuses:
  • $1,000 Ad Credit (Google or Meta)
  • Google Business Profile Optimization
  • Social Media Posting (20 posts/month)
  • 6 SEO blog posts per month
  • VIP Access to Webinars & Masterclasses
  • Private Client Forum
Start Monthly Plan Choose Annual & Save

Flexible Payments: Split payments into interest-free installments with Klarna on setup fees and annual plans.

๐Ÿงพ Optional Add-Ons

Available to any plan - enhance your package with additional services

Additional AI Employees

Scale your phone answering capacity with additional AI phone lines (outbound calling available soon!)

Custom Funnel Builds

Additional landing pages or sales funnels tailored to specific campaigns

Ad Campaign Management

Full Google Ads or Facebook/Instagram campaign management and optimization

Content & SEO Packages

Additional blog posts, content creation, and SEO optimization services

CRM Data Migration

Professional migration and clean-up of your existing customer data

AI Quote Generator

Turn a call transcript, chat, or intake form into a polished estimate in seconds

AI Visual Estimator

Customer uploads photos of damage (roof, fence, etc.); AI analyzes and pre-fills an estimate for review

AI Proposal Writer

Generate branded proposal PDFs with scope, pricing, and upsell recommendations

AI Review Builder

Detect completed jobs, text customers smart review request sequences with personalized context

AI Referral Driver

After positive reviews or "happy" sentiment, automatically ask for referrals with trackable links

AI Content Repurposer

Takes blog posts, videos, podcasts, call transcripts, photos, or reviews and turns them into ready-to-post social media, blog, or video content

AI CRM Database Cleaner

Segments and improves data quality and reporting for easier email lists or decision making

AI SOP Assistant

A searchable AI that answers techs' or office staff questions using the company's SOPs and policies

AI Onboarding Coach

New hires can ask questions ("How do I log a warranty repair?") and get instant answers

AI Video Coach

Transcribes and summarizes internal training calls into a searchable wiki for the team

AI Payment Reminder Bot

Texts unpaid invoices with friendly, human-style reminders