The Follow-Up Engine Lab is one five-hour afternoon at our Coral Gables studio, with up to three other owners. We build it alongside you: every lead in one pipeline with an owner, a follow-up for every new inquiry that stops when they reply, an honest win-back for the inquiries that never booked, and a quarterly note that keeps past clients close. It runs on proven automations in your own account on the platform. Done with you, not for you: you leave owning a system you understand.
Live when you walk out
The five-hour build
Right fit: an owner-operated professional-services firm whose free AI Growth Systems Diagnostic scored lowest in Nurturing and Reactivation, and CRM and Lead Organization, or that already knows this is where clients slip away. Route elsewhere: reviews and missed-call text-back are the Reputation Engine; online booking, reminders and no-show recovery are the Booking Engine; the founder-led diagnosis, blueprint, dashboard and AI-assisted chat are the Growth Systems Intensive. Rather have it built for you, remotely? Follow-Up Engine, Done for You builds the same five pieces for $950. Not sure where you leak? Take the free AI Growth Systems Diagnostic.
Marketing texts go only to contacts who gave written consent, so the win-back and nurture run by email first. Tax preparers need clients' written consent before using return information to market, and law and wealth firms approve templates against their advertising rules before anything is sent.
Founding cohort, capped at 4 owners. 30 days on the platform included.
Upcoming cohort days, 1:00 to 6:00 PM: January 28, February 25, March 25, April 22, May 27, June 24, July 22, August 26, September 23 and October 28, 2027 (no November or December cohort, for the holidays).
One flat price. You keep everything we build.
A short fit call confirms the seat before you’re invoiced. No card required to apply.
Five things in your own account on the platform: every lead in one pipeline with an owner, a follow-up for every new inquiry that stops when they reply, an honest win-back for the inquiries that never booked, and a quarterly note that keeps past clients close. Email sends once your sending domain verifies. Texting switches on once carrier and platform approval clears.
Done with you, not done for you. We build alongside you so you leave owning a system you understand and control. You must be the decision-maker who can approve the wording of client messages in the room.
It is a one-day, in-person build at our Coral Gables studio, in a founding cohort capped at 4 owners. It runs on the fourth Thursday of every month, from a 1:00 PM kickoff to a 6:00 PM handoff. Upcoming: January 28, February 25, March 25, April 22, May 27, June 24, July 22, August 26, September 23 and October 28, 2027 (no November or December cohort, for the holidays). Rather have it built for you, remotely? Follow-Up Engine, Done for You builds the same five pieces for $950.
The authority to approve client messages, and before the day, your contacts in one spreadsheet (up to 2,500), access to the email domain you send from so we can set up sending records, and your business details for the texting registration (legal name, EIN, and address). A short fit call confirms the seat before you are invoiced, and no card is required to apply.
US carriers block business texting from a number until its brand and campaign are registered (A2P 10DLC). We submit it the day your invoice is paid, but approval depends on the carriers and the platform, so we do not promise a date. Your texts are built and tested in the room and switch on the moment approval clears. If you already text from a registered campaign, texting can be live on the day.
Marketing texts go only to contacts who gave written consent, so the win-back and nurture run by email first. Tax preparers need clients' written consent before using return information to market, and law and wealth firms approve templates against their advertising rules before anything is sent. Read the Limits and Disclaimers page in the free guide before the day: your profession, state, or firm may limit what we can build.
Reviews and missed-call text-back are the Reputation Engine. Online booking, reminders, and no-show recovery are the Booking Engine. The founder-led diagnosis, the written blueprint, a dashboard, and AI-assisted chat are the Growth Systems Intensive.
Then the Growth Systems Intensive ($1,950) is the better step. It diagnoses all six areas with your real numbers and builds booking, follow-up, no-show recovery, your pipeline, a dashboard, and AI-assisted chat in one founder-led day, with a written blueprint. It is also the only step that credits toward the Implementation, when you start within 60 days.
The seat includes 30 days on the platform. The Lab is priced on its own, and it does not credit toward the next step. You keep everything we build.