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Your business, organized — then accelerated by AI you actually run.

1 Proposal1 Upcoming

Engagement Journey

Where we are and where we're headed

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May 7

CRM + AI Foundation

$2,250

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Proposal 01· May 7, 2026

→ Upcoming

CRM + AI Foundation

A phased build that gets your contacts, pipeline, and follow-ups out of Outlook and into one system you can run by voice or a few sentences to Claude.

▸Contacts migrated from Outlook, spreadsheets, and memory
▸A&D, dealer, and institutional pipelines — visible at a glance
▸Claude wired in from day one — manage your business by talking to it

Phase 1 · $2,250Phase 2 · TBDPhase 3 · TBD

$2,250 — Phase 1

Pay Invoice View Details →

Ready to Move Forward?

CRM + AI Foundation is the next step. Phase 1 takes 4–5 business days from deposit to live CRM.

Pay Invoice →Book a call

Our booking page shows 15-minute slots by default. Once we review your request, we'll extend the hold to the right length — it's part of how we keep our calendar honest.