AI-POWERED CLIENT RETENTION
We Implement. You Benefit. No Learning Curve Required.
THE PROBLEM
You're maxed out on capacity. Your best clients deserve more attention but you're drowning in administrative work. Prospects are falling through cracks. Referrals aren't happening as often as they should. You know consistent communication matters but you can't keep up.
THE SOLUTION
We build AI-powered systems that keep every client engaged with personalized, timely touchpoints automatically.
INVESTMENT
Custom pricing based on:
● Your practice size (number of clients)
● Number of advisors on your team
● Content volume needed ● Level of customization required
Typical investment: Most solo and small practices invest $4,500-6,500/month plus a $3,000 one time setup fee.
Minimum commitment: 3 months (Most clients see ROI within 60-90 days and stay 12+ months)
WHAT WE BUILD FOR YOU
Month 1 - Foundation
Client segmentation strategy
Content calendar (12 months)
Email nurturing sequences
Meeting follow-up automation
Social media content templates
Client survey/check-in system
Month 2 - Expansion
Educational content library
Market update templates
Birthday/anniversary touchpoints
Referral request sequences
At-risk client identification system
Quarterly review prep automation
Month 3 - Optimization
Performance tracking dashboard
A/B testing results
Content refinement based on engagement
New use cases based on feedback
Continuous improvement
MONTHLY DELIVERABLES (ONGOING)
Content Creation
● 15 - 50 client emails (depending on tier)
● 44 - 60 social media posts
● 4 - 14 educational pieces
● 2 - 8 market commentary/updates
● Quarterly newsletter
Systems Management:
● 5-10 automated touchpoint sequences
● Client engagement monitoring
● Performance reporting
● Content calendar updates
● Tool management and optimization
Support
● Bi-weekly strategy calls
● Unlimited email support
● Monthly performance review
● Continuous improvement recommendations
OPTIONAL ADD-ONS
AI Avatar Videos: $1,500/month
● 4-8 personalized video messages monthly
● Your face, AI-generated voice
● Perfect for social media, emails, client updates
YouTube Channel Management: $800/month
● 4 videos monthly (edited and uploaded)
● SEO optimization
● Thumbnail creation
● Description and tagging
Custom Content Projects: $500-800/month
● Whitepapers, guides, or special reports
● Webinar content development
● Presentation materials
WHAT YOU GET
10-15 hours back per week (immediate)
Every client receives consistent touchpoints (no one falls through cracks)
Personalized content at scale (feels human, not automated)
Improved client retention (15-25% reduction in churn)
More referrals (clients who feel valued refer more)
Capacity to serve 20-30% more clients
HYBRID OPTION
Don't want fully done-for-you but need help?
We build the systems and templates ($3,000 setup), then you execute 50% and we handle the other 50%.
Investment: $2,500-3,500/month (instead of $4,500-6,500
DIY OPTION
Want to implement yourself?
We provide complete setup, training, and templates—you execute everything.
Investment: $6,000 (one-time project) Includes: Strategy, system setup, training, templates, 30-day support
Ready to Get Started?
Growth becomes easier when you have clarity, strategy, and the right tools.
Let’s build your next level — with purpose and intention.
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