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Automation Agency CRM
Custom Onboarding Packages

Welcome to the Automation Agency CRM — we’re excited to help you hit the ground running!

To ensure your success, we’ve developed three of our most popular onboarding packages designed to help you get the most out of your new AI & Automation system. Whether you’re just getting started and need a solid foundation, looking to automate key parts of your marketing and sales, or ready to launch a full CRM strategy that drives measurable growth — we’ve got a package tailored to meet your needs. Take a look below and choose the onboarding experience that best aligns with your business goals.

Pricing Options

Growth Package

$1,497

  • 4 Onboarding Zoom Calls
  • CRM Account Setup & Personalization (Brand Logo, Company Info)
  • Lead List Import (CSV Upload + Basic Cleanup)
  • Social Media Account Connections (Facebook, Instagram, Google My Business)
  • Calendar Setup (Single Calendar Integration)
  • Basic Sales Pipeline Setup (1 Simple Pipeline)
  • Website Web Form Setup (New Lead Notifications)
  • 1 Email Marketing Template (Basic Welcome Email)
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Profit Package

$2,997

*Includes Everything in the Growth Package PLUS:

  • Custom Email Campaign Build (up to 8 emails; client provides content)
  • Workflow Automation Setup (Lead Nurture or Appointment Reminder Workflow)
  • 2 Calendar Integrations (e.g., Sales and Service)
  • Custom Web Forms (up to 2 web forms)
  • Advanced Sales Pipeline Setup (Multiple Stages & Automation Triggers)
  • Simple Reputation Management Setup (Google Review Request Automation)
  • Monthly Metrics Dashboard (Basic Customization for Contact Tracking & Conversions)
Buy Now

Freedom Package

$4,497

*Includes Everything in the Growth & Profit Package PLUS:

  • Full CRM Customization (Custom Fields, Tagging System, Smart Lists)
  • Reputation Management Setup (Review Generation Campaign + Monitoring Setup)
  • Referral Campaign Setup (Request & Receive Referrals)
  • Custom Landing Page (simple lead capture design)
  • Internal Team Notifications Setup (Email/SMS alerts for team members)
  • Full CRM Usage Training Videos (private course access)
  • One Custom Reporting Dashboard (Lead Source Tracking, Sales Conversions)
Buy Now

Growth Package — $1,497

Built for businesses that want a fast-track setup to quickly start using the CRM and lay the foundation for accelerated growth.

Goal: Ensure immediate use of CRM essentials like lead management, appointments, and simple communications.

  • 4 Onboarding Zoom Calls
  • CRM Account Setup & Personalization (Brand Logo, Company Info)
  • Lead List Import (CSV Upload + Basic Cleanup)
  • Social Media Account Connections (Facebook, Instagram, Google My Business)
  • Calendar Setup (Single Calendar Integration)
  • Basic Sales Pipeline Setup (1 Simple Pipeline)
  • Website Web Form Setup (New Lead Notifications)
  • 1 Email Marketing Template (Basic Welcome Email)

*Includes Everything in the Growth Package PLUS:

  • Custom Email Campaign Build (up to 8 emails; client provides content)
  • Workflow Automation Setup (Lead Nurture or Appointment Reminder Workflow)
  • 2 Calendar Integrations (e.g., Sales and Service)
  • Custom Web Forms (up to 2 web forms)
  • Advanced Sales Pipeline Setup (Multiple Stages & Automation Triggers)
  • Simple Reputation Management Setup (Google Review Request Automation)
  • Monthly Metrics Dashboard (Basic Customization for Contact Tracking & Conversions)

Profit Package — $2,997

Ideal for businesses looking to jumpstart growth and increase profits by automating their first campaigns and streamlining client acquisition.

Goal: Set up foundational automations that help turn leads into paying customers without manual follow-up.

Freedom Package — $4,497

Designed for businesses ready to accelerate growth, boost profitability, and create more freedom through a fully automated CRM strategy, powerful retention systems, and revenue-driving campaigns.

Goal: Launch full-scale marketing and sales automations that drive long-term retention, reviews, and revenue without manual effort.

*Includes Everything in the Growth & Profit Package PLUS:

  • Full CRM Customization (Custom Fields, Tagging System, Smart Lists)
  • Reputation Management Setup (Review Generation Campaign + Monitoring Setup)
  • Referral Campaign Setup (Request & Receive Referrals)
  • Custom Landing Page (simple lead capture design)
  • Internal Team Notifications Setup (Email/SMS alerts for team members)
  • Full CRM Usage Training Videos (private course access)
  • One Custom Reporting Dashboard (Lead Source Tracking, Sales Conversions)

The number of websites and apps offering chatbot experiences has surged by 92% in recent years, reflecting a significant shift towards automated customer engagement.

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To Help You Achieve Them.

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We Don’t Just Set Goals,
We Build Processes,
Systems & Automations
To Help You Achieve Them.

CONTENT

INFORMATION

LEGAL

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