Business automation packages: Starter, Growth and Scale
Our business automation packages put our ready-made tools into one plan: one monthly fee, one onboarding plan and one senior team responsible for results. Start with the process that hurts most, add more as you grow, and switch packages when your needs change.
Three business automation packages
We run every package for you: we build, host, watch and tune the workflows. Your team approves the rules and reviews the results. The packages differ in how many tools you run and how deeply they connect to your systems.
Starter
One ready-made tool, fully run by us, to prove the value on the process that costs you the most time today. It suits companies of about 50 to 150 employees, or one department in a bigger company. Onboarding usually takes a few days.
- Pick one: Sales & Lead Generation, Marketing Automation or AI Voice & Chat Agents
- Connected to your CRM or one main system
- Monitoring, error alerts and monthly tuning
- Monthly results review
- Support during business hours
Growth
Two to three tools connected through your CRM, so leads, conversations and content move between them. It suits companies of about 150 to 500 employees with separate sales, marketing and service teams. The first tool goes live in days, the rest follow one at a time.
- Two to three tools, including Document Processing or RFP & Tender Automation
- Shared data and reports across tools
- English and French where needed
- Priority support and a quarterly planning session
- Everything in Starter
Scale
Four or more tools plus monthly hours for custom work, with ERP connections and stronger controls. It suits organizations of 500 employees and up, or businesses with several locations or brands. Onboarding usually takes 8 to 12 weeks, one business unit at a time.
- Four or more tools across departments
- Monthly hours for custom automation
- ERP, data warehouse and older system connections
- Named contact; SLA options by plan
- Security review support; Canadian data residency on request, subject to scoping
- Everything in Growth
Bundle or separate projects?
You can buy any tool on its own. A bundle makes sense once you plan to automate more than one process, because the tools share data, onboarding and support.
One plan, one invoice
One monthly fee replaces several statements of work. Budgeting and procurement get simpler for finance and IT.
Connected from the start
Tools in a bundle share your CRM data and reports. A caller screened by the voice assistant flows straight into lead routing and follow-up email.
One team to call
The same senior team handles onboarding, monitoring and changes for every tool. You have one named contact, and nothing falls between vendors.
Room to change
When priorities shift, you can swap or add tools within your package. No new procurement round needed.
What every package includes
Whichever package you pick, the basics are the same. We run the workflows, people keep watch, and the team knows your setup.
We run it for you
We host, watch and maintain every workflow. We fix most issues before your users notice.
A person approves what matters
Your team approves scoring rules, scripts, content and limits. You can review every automated decision.
Monthly results review
Every month we go over what ran, what changed and what to improve next, in plain business terms.
Compliance built in
CASL and CAN-SPAM consent handling, PIPEDA-aware data practices and audit logs come as standard.
How onboarding works
Onboarding follows the same steps in every package. Bigger packages just add more tools over a longer time.
Scoping call
In 30 minutes a senior member of our team looks at your goals, systems and volumes. We suggest a package and agree which tool goes first.
Agreement and kickoff
You get a plan with the package, tools, onboarding phases and monthly fee. Then we hold a kickoff with the people involved on your side.
First tool live
We connect your systems, set up the first tool, test it with your team and switch it on.
Add the rest
More tools follow one at a time, each linked to the shared data and reports.
Steady running
Monthly reviews, monitoring and tuning carry on for as long as the plan runs.
Automation bundle pricing
Each package has a monthly starting price. Your final fee depends on the tools you pick, your volumes and the systems we connect. We confirm it in writing before you sign.
Starter
One tool, run by us, with a CRM connection and a monthly review.
Talk to us about pricingGrowth
Two to three connected tools with priority support.
Talk to us about pricingScale
Four or more tools, custom hours, ERP connection and a dedicated lead.
Talk to us about pricingFrequently asked questions
How long is the contract for an automation bundle?
Bundles are monthly plans with a first term set out in your agreement, which covers the setup work at the start. After that, the plan goes month to month unless either side gives notice as described in the agreement. We confirm the term, the notice period and any setup fees in writing before you sign.
Can we upgrade or change packages later?
Yes. You can move up to a bigger package or add tools at any time. The new fee starts once the added tool goes live. You can also swap one tool for another within your package when priorities change. Moving to a smaller package is possible at the end of the current term.
What happens if we cancel?
You give notice as described in your agreement, and the plan ends at the close of that period. Before it ends, we export your data, settings and documentation. You can keep running the workflows yourself or move them to another provider. Your data in your own CRM and systems stays yours throughout.
Can we include a solution or custom workflow that is not listed?
Yes. The Scale package includes monthly hours for custom work on processes no ready-made tool covers. On Starter and Growth, custom work can be added as a separate project or add-on. During the scoping call we'll tell you honestly whether a custom build or an existing tool is the better fit.
Should we start with a readiness assessment instead?
If you're not sure which processes to automate first, or you need a business case for your leaders, start with the fixed-scope Automation Readiness Assessment. It maps your processes, ranks the ideas by value and effort, and recommends a package. If your priority is already clear, you can go straight to a bundle.
Find the package that fits your team
Compare package pricing. Or book a 30-minute scoping call, and one of our senior people will suggest a package based on your systems, volumes and priorities.