Engagement Tiers
One Standard. Four Levels of Depth.
Every Engagement Begins
With the AI Business Audit.
Before we recommend a tier or build a single system, we diagnose your operation. The findings report determines the recommendation — not a sales conversation.
Two Hours. Your Numbers.
A Written Report Within 48 Hours.
We review your actual call volume, close rate, customer database, and operational gaps — then deliver a written findings report that quantifies every revenue gap in dollar terms. The tier recommendation follows from the data.
$10K guarantee or full refund
13 Engineered Systems.
One Coordinated Operating Layer.
Each system targets a specific revenue gap. Every one is built, managed, and optimized by AdaptivOps. Your tier determines which systems are deployed.
AI Phone Receptionist
Answers every inbound call 24/7, qualifies callers, books appointments, and escalates emergencies. No call goes to voicemail. No lead goes to a competitor.
Website AI Chat Widget
Captures after-hours website leads, answers questions, and books appointments directly. Converts traffic that would otherwise leave without making contact.
Estimate Follow-Up Automation
Three-touch SMS and email sequence on Days 1, 4, and 10 for every unanswered estimate. Stops automatically on response. The business that follows up first wins the job.
Full CRM Build + Pipeline Setup
Custom pipeline built around your workflow from first contact to paid invoice. Every lead tracked, every stage managed, every follow-up triggered automatically.
Review Generation System
Sends every customer a direct Google review link two hours after job close. Consistent volume, consistently timed. More recent reviews win more calls.
Review + Referral Sequence
Automated message post-job combining a Google review request with a referral invitation — capturing two revenue assets at the highest-trust moment in the relationship.
Appointment Reminder System
Automated SMS at 24hr and 2hr before every appointment with one-tap confirm and reschedule. Cancelled slots flagged immediately for rebooking.
Dormant Customer Reactivation
Targeted outreach to past customers not contacted in 12+ months, segmented by service type and season. The warmest leads you own — sitting untouched.
Service Agreement Renewal System
Automated renewal outreach at 60 and 30 days before expiry, with 15-day human escalation for non-responders. Stops the silent revenue bleed most operators never see.
KPI Performance Dashboard
Live dashboard connected to your job management software. Revenue, close rate, average ticket, and technician performance visible in real time. Decisions driven by data — not gut feel.
Technician Upsell Checklist + Flow
Digital inspection form flags aging components at the job site and automatically generates a follow-up quote. The technician documents. The system handles the rest.
SOP Documentation Library
Every key process extracted through structured interviews, documented in plain language, organized with Loom walkthroughs. A business that runs on memory cannot be scaled or sold.
Four Tiers. One Operating Standard.
Every tier includes the AI Business Audit. The audit findings determine the right tier — we recommend, you decide. No commitment is made before the diagnostic is complete.
Core
The entry point for businesses that have identified one critical revenue gap and want it resolved without delay. Most Core clients expand within 90 days once results are visible.
Growth
Three coordinated systems closing your two highest-cost gaps simultaneously. Each system compounds the results of the others from day one.
Command
Full front-end coverage. Every capture, conversion, and retention system activated simultaneously across your entire customer lifecycle.
Equity
For owners building toward exit, succession, or a business that runs without them. Every system plus the infrastructure that increases what your business is worth.
Everything Side by Side.
Every system mapped to every tier. Read down to see exactly what unlocks at each level and why.
| System | Core | Growth | Command | Equity |
|---|---|---|---|---|
| Included in All Tiers— The foundation every engagement is built on | ||||
| AI Business Audit | ✓ | ✓ | ✓ | ✓ |
| AI Phone Receptionist | ✓ | ✓ | ✓ | ✓ |
| Monthly written performance report | ✓ | ✓ | ✓ | ✓ |
| Unlocks at Growth— Adds estimate conversion, reputation, and quarterly accountability | ||||
| Estimate Follow-Up Automation | — | ✓ | ✓ | ✓ |
| Review + Referral Sequence | — | ✓ | ✓ | ✓ |
| Quarterly strategy review | — | ✓ | ✓ | ✓ |
| Unlocks at Command— Activates full front-end coverage across appointments, reputation, and performance visibility | ||||
| Website AI Chat Widget | — | — | ✓ | ✓ |
| Review Generation System | — | — | ✓ | ✓ |
| Appointment Reminder System | — | — | ✓ | ✓ |
| KPI Performance Dashboard | — | — | ✓ | ✓ |
| Unlocks at Equity— Adds operational infrastructure, retention depth, and exit readiness | ||||
| Dormant Customer Reactivation | — | — | — | ✓ |
| Service Agreement Renewal System | — | — | — | ✓ |
| Technician Upsell Checklist + Flow | — | — | — | ✓ |
| Full CRM Build + Pipeline Setup | — | — | — | ✓ |
| SOP Documentation Library | — | — | — | ✓ |
| Monthly owner advisory call | — | — | — | ✓ |
| Setup investment | $5,000 | $12,500 | $27,500 | $50,000 |
| Monthly management | $1,000/mo | $2,500/mo | $4,500/mo | $7,500/mo |
| Estimated year-one recovery | $40K–$90K2.6x–6x return | $80K–$150K2.6x–5x return | $150K–$300K3x–5.5x return | +$100K–$300Kat business sale |
If the audit does not identify a minimum of $10,000 in recoverable annual revenue, you pay nothing. That commitment is in writing before the session begins.
The audit is the first step in every engagement. It gives you complete clarity on the financial case for implementation before any further commitment is made. If the numbers do not justify it, we will tell you that directly.
- ✓Your business generates consistent revenue but you know you’re leaving money on the table
- ✓You want systems that produce measurable, reportable returns
- ✓You want a dollar-denominated return on every dollar invested
- ✓You’re building toward an exit, succession, or a business that runs without you
- ✓You’re open to a frank diagnostic before any commitment is made
- —You are primarily looking for the lowest-cost option
- —You want guaranteed revenue outcomes before the diagnostic is complete
- —Your business is pre-revenue or in early-stage development
See What Your Business Is Actually
Leaving on the Table.
Two hours. Your numbers. A written report with every gap quantified and a clear recommendation — before any commitment is made.
$2,500 · Credited toward any tier within 30 days · $10,000 minimum identified or full refund