After the pilot is running, we stay on to monitor what's built, fix anything that slips, and add a new workflow each month.
$750-$1,500/mo · 3-month minimum · Follows a successful pilot
Start With a Free DiagnosticYou focus on the business. We keep the AI running and growing.
We watch the workflows we've built. If something slips, breaks, or produces unexpected output, we catch it and fix it before it affects your business.
Every month we scope, build, and deploy one additional workflow. The system grows over time without you having to manage the process.
Monthly review of what's running, what's working, and what we're building next. You stay in the loop without needing to chase us.
If something needs attention, you don't wait. Retainer clients get fast response and same-week resolution on issues.
Everything you need to keep the system running and expanding.
The retainer is only available after a completed pilot. It builds on what's already running.
AI workflows are not static assets. Tools change, forms change, staff changes, messages need tuning, and new exceptions appear once real customers use the system. The retainer keeps the automation useful after the first successful pilot.
The first month after a pilot usually reveals the next bottleneck. A lead response workflow exposes weak qualification questions. A document collection workflow exposes inconsistent folders. A reminder workflow exposes appointment types that need different language. We use those signals to decide what to improve next instead of guessing.
Monitoring also protects the business from silent failure. If a webhook stops firing, if a CRM field changes, if an email sequence pauses, or if a tool changes an API, the workflow can look fine from the outside while work piles up underneath. Our job is to catch those issues, fix them, and document what changed.
The retainer is best for companies that want AI to become an operating layer, not a one-off project. Each month adds one useful workflow or improves an existing one. Over a quarter, that can mean automated lead response, intake, appointment reminders, quote follow-up, and weekly reporting all running together with clear owners and escalation paths.
The first month focuses on watching the pilot under real usage. We tune messages, adjust routing, clean up exceptions, and make sure the team knows how to review the workflow. This prevents the common problem where a promising automation slowly stops being used because no one owns the small fixes.
Once the first system is stable, we add the next workflow based on what the data shows. A lead response build may reveal that quote follow-up is the next bottleneck. A reminder workflow may reveal that intake forms are incomplete. We choose the next build from real operational evidence, not a generic roadmap.
Each quarter, we summarize what is running, what changed, what broke and was fixed, and which metric improved. That might be faster response time, fewer manual reminders, more complete intake forms, or fewer reporting hours. The retainer earns its keep only if the operating layer keeps getting more useful.
We watch the practical signals that tell us whether a workflow is still healthy: failed runs, unanswered alerts, unusual reply patterns, missing fields, duplicate records, tool connection errors, and changes in the success metric. If the workflow depends on email, SMS, forms, or CRM stages, we check that the handoff is still happening in the right place.
If you only need one isolated workflow and have someone internal who can maintain it, the pilot may be enough. The retainer makes sense when your business has several repeatable workflows, no dedicated automation owner, and a real cost when small systems quietly stop working.
We choose new workflows from the operating data, not a wish list. If missed calls remain the bottleneck, we improve lead response. If intake is clean but follow-up is weak, we build the follow-up path next. The roadmap follows the business constraint.
That rhythm keeps the work grounded. Each month should make the operating layer more dependable: fewer manual checks, clearer alerts, better handoffs, and more confidence that routine work is moving even when the team is busy.
The retainer also preserves context. We already know how the first workflow was built, which tools are brittle, where staff need review points, and which customer situations should escalate.
Book a 30 to 45 minute call. We'll find the right workflow to start with and take it from there.
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