Setup Fee: $5,500 • Monthly Fee: $2,500 • Timeline: 14–17 days

Who It’s For: High-growth or enterprise businesses that need full-spectrum automation—CRM, payment collection, AI chat, reputation, social media, plus white-glove onboarding and quarterly reviews.

Everything in Silver, PLUS:

Social Media Automation (Bonus Service)
- Connect Facebook, Instagram, and TikTok accounts to SmartFlow.
- Preload 2 sample posts (designed by you) into an auto-scheduler.
- Ongoing: auto-publish new content on a cadence you choose (e.g., Wednesday @ 10am).
- Auto-respond to comments with a “Thank you” or “PM us for more info” snippet.
Advanced Dashboard & Reporting
- Add multi-channel conversion tracking (web form → chatbot → social ad).
- Custom “Reputation Score” widget: • Surveys sent vs. reviews received vs. average star rating.
- Quarterly performance deck (PDF) summarizing: • Lead volume, conversion trends, review growth, social engagement stats.
Premium Onboarding & Strategy Sessions
- Four 1-hour sessions over 30 days:
  1. Deep dive into full funnel (CRM + Payments + Chatbot).
  2. Social media content strategy and scheduling best practices.
  3. Reputation management strategies (handling 3-star reviews, upselling 5-star engagers).
  4. Funnel optimization review (analyze data, A/B test ideas, forecast next quarter).
Custom Workflows & Integrations
- Invoice → Payment → Contract workflow: • When a deal is marked “Paid,” SmartFlow auto-generates a PDF invoice, emails it, then triggers an electronic signature request (HelloSign or similar).
- Refund & Partial-Refund Process: • If a customer issues a partial refund in Stripe, SmartFlow automatically tags their record, emails them a confirmation, and updates your accounting folder (e.g., Google Drive).
- Advanced Payment Analytics: • Revenue recognition reporting (e.g., if they purchase a 12-month membership, you see 1/12th recognized each month). • Churn forecasting (predict subscription cancellations based on historical data).
Deliverables
- Everything from Silver, plus: • Full social-media automation playbook (post cadence, hashtags, response scripts). • Advanced workflow diagrams for invoice→contract and refund logic.
- Two demo videos:
  1. End-to-end “Pay → Invoice → Sign” flow.
  2. Social-media automation walkthrough.
Support & Ongoing Consulting
- 24/7 phone + Slack support with a dedicated account strategist (1 hr SLA).
- Quarterly Business Review (QBR) deck delivered every 3 months with actionable recommendations.

Why Gold Is the Ultimate Edge: • Automate every step: from capturing a lead to collecting payment, issuing invoices, securing contracts, and soliciting reviews—then tie it all to social media and advanced analytics. • White-glove onboarding ensures nothing falls through the cracks: four strategy sessions across your first month plus ongoing QBRs. • $5,000 one-time covers the entire build: social, chatbot, reputation, invoicing workflows, and advanced analytics. • $2,000/mo includes all hosting, maintenance, 24/7 support, and quarterly strategy check-ins.

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