Tier 2 — Embedded Support

$2,500–$15,000 per month. We manage specific operational functions on an ongoing basis — so you can focus on running the parts of the business only you can run. Engagements can begin with a Tier 1 diagnostic or scope directly into Embedded Support when the work is clearly defined.

What's Included

• Process Documentation & SOPs. Operational playbooks and checklists that let your team execute without you making every decision.
• CRM Setup & Ongoing Management. Selection, configuration, migration, and active management so no lead or client falls through the cracks.
• Business Workflow Automation. Eliminate manual handoffs — automated onboarding, follow-ups, invoicing, and task routing built for your specific processes.
• Pricing & Revenue Optimization. Margin analysis, service pricing review, and revenue strategy to increase profitability without increasing volume.
• Website Development & Management. Build or optimize your digital presence and keep it performing — managed on an ongoing basis.
• SEO & Online Visibility. Search optimization so your business surfaces when your ideal clients are actively looking.
• AI Chatbot & Lead Capture Automation. Always-on chatbot for lead qualification, scheduling, and FAQs — integrated with your booking and CRM systems.
• Virtual Assistant for Admin & Operations. Dedicated VA managing calls, emails, follow-ups, scheduling, and day-to-day administrative tasks.
• Monthly Reporting & KPI Tracking. A monthly performance review covering every metric that matters — delivered as a clean, readable report.

Solutions are bundled based on your diagnostic results — not sold as individual add-ons.

Stop managing every piece yourself. Book a discovery call — we scope the functions and give you a fixed-fee quote.