Tier 01

Reclaim

Get 6–10 hours back per week.

Solo operator, single location, early-stage small business. The owner is doing everything.

  • AI phone agent on every inbound call
  • CRM set up so every lead lives in one place
  • Automated reminders and follow-ups
  • 2–3 tools connected, with no manual handoff in between
Best fit Solo operator · 1 location
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Tier 02

Scale

Reclaim 12–18 hours. Build the layer.

2–10 employees, 1–3 locations, professional services with a real client base.

  • Multi-intent phone agent that books, qualifies, and escalates
  • Pipeline-aware CRM with lead scoring
  • Onboarding and offboarding automated end to end
  • 4–6 tools connected, plus email and SMS infrastructure
Best fit 2–10 employees · 1–3 locations
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Tier 04

Compound

Run a coordinated AI operation.

Multiple departments, real revenue, real ad budgets, dedicated staff across functions.

  • Omnichannel inbound feeding an enterprise CRM
  • Automation architecture that spans the org
  • Full Meta and LinkedIn ad management
  • Quarterly architecture review
Best fit Multi-department orgs · real ad budget
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Engagements are quoted on the discovery call once we've seen what you're actually working with. No templated pricing, no scope creep.

Three pillars · every tier

Same architecture, different depth.

The philosophy doesn't change between tiers. What changes is how complete the system gets.

Pillar 01

Inbound capture & response

  • Voice agents that answer the way someone who actually works there would
  • Every inbound captured into one system, whether it's a call, a form, or an ad click
  • Lead scoring, qualification, and follow-up that fires on its own
  • Routing logic that scales from one inbox up to many teams

Pillar 02

Operations automation

  • Onboarding, intake, scheduling, reminders
  • Multi-step workflows with conditional logic
  • Internal notifications and escalation paths
  • Automated reporting on a daily, weekly, or monthly cadence

Pillar 03

Systems integration

  • Your tools talk to each other: phone, CRM, calendar, email, accounting
  • One source of truth, so nobody is rekeying the same record twice
  • Event-driven: actions fire on what actually happens, not what you remember to do
  • A cross-system data layer that scales with you
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What's in each.

Reclaim Scale Orchestrate Compound
Inbound capture & response
AI phone agent✓ Single intent✓ Multi-intent routing✓ Location/department aware✓ Omnichannel + skill routing
CRM & pipelineSingle inboxStages + lead scoringMulti-pipeline + reportingEnterprise + attribution
Inbound channelsPhone + formPhone, form, SMS, referralAdd demand-gen + paidAll channels coordinated
Operations automation
Reminders & follow-ups✓ Conditional✓ By location/team✓ Org-wide
Onboarding workflows✓ Standard✓ Adaptive✓ Department-level
ReportingWeekly summaryMonthly cross-flowCross-location dashboardReal-time operational layer
Systems integration
Tools connected2–34–6Full stackEnterprise stack
QuickBooks sync✓ Advanced
Cross-location data✓ Real-time
Marketing & growth
Demand-gen pages1 / quarterContinuousContinuous + paid
Email infrastructure✓ Segmented✓ Full system✓ Lifecycle
Paid advertising1 Meta campaign/moFull Meta + LinkedIn
Engagement
Time saved / week6–10 hrs12–18 hrs20–30 hrs30–50+ hrs
Build time2–4 weeks4–6 weeks6–10 weeks10–14 weeks
Not sure which tier?

Tell us where the week leaks.

Book a 30-minute discovery call. We'll tell you which tier fits, what we'd build first, and what it would cost. No deck. No pitch.

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