Workflow Agent Setup | BackOffice AI

You know who you're talking to.
It's just all over the place.

Texts, emails, sticky notes, memory. You're not dropping the ball — you just don't have one place that shows you who needs attention, who's ready to move, and what happens next.

That's what this fixes.

$750 one-time setup · $249/month ongoing

What's included:

• Full workflow review — we map how you currently handle leads, clients, and follow-ups
• Organized pipeline built around your existing process
• Consistent follow-up sequences so nothing slips
• Clear view of who needs attention and what comes next
• Delivery within 3–5 business days
• One round of adjustments after delivery

What happens after purchase:

We reach out to confirm your setup and walk through how this will be built around your workflow. You don't need to change how you work. This is built around it.

As your volume grows, this can expand into a full outbound pipeline without rebuilding anything.