| 1 · Strategy & the CMO |
| 24/7 AI Fractional CMO agentClaude-powered, answers strategy questions on demand |
✓ |
✓ |
Trained on your brand |
| AI agent rosterCMO, Content, Meta Ops, Sales, CS, Data, Ops, Finance |
1 agentCMO only |
6 agents |
All 8 + custom roles |
| Written strategy cadence |
Monthly async note |
Monthly report+ quarterly live call |
Weekly priorities+ monthly live strategy session |
| Named human strategist |
— |
— |
✓ |
| 30/60/90-day roadmap |
— |
Quarterly |
Custom + board-ready QBR |
| Response SLA |
2 business days |
Next business day |
Same business day+ daily Slack / WhatsApp |
| 2 · AI visibility & AEO |
| AI-visibility audit30+ structural signals, 0–100 score |
Monthly |
Weekly |
Weekly + on demand |
| Sub-score breakdownEntity · Schema · Topical · Citations · Methodology |
✓ |
✓ |
✓ |
| Schema & structured data |
Recommendations |
Implemented — key pages |
Implemented site-wide+ maintained monthly |
| AEO article programAnswer-first structure, Article + FAQPage schema |
— |
4 / month |
12 / month+ human editing pass |
| Competitor AI-visibility tracking |
— |
1 competitor |
10 competitors+ monthly gap report |
| Bilingual EN / ES content |
— |
✓ |
✓ |
| Backlink & authority outreach |
— |
— |
3–5 links / month |
| 3 · CRM & pipeline |
| Seats / users |
3 |
10 |
Unlimited |
| Contacts |
5,000 |
50,000 |
Unlimited |
| Active pipelines |
1 |
5 |
Unlimited |
| Deals, stages, tasks, notes, timeline |
✓ |
✓ |
✓ |
| Automation workflowsVisual builder — email, wait, tag, branch, webhook |
5 active |
25 active |
Unlimited |
| AI lead scoring |
— |
✓ |
✓ |
| CSV import (chunked, dedup-aware) |
✓ |
✓ |
✓ |
| Real-time in-app notifications |
— |
✓ |
✓ |
| Role permissions & audit log |
— |
Roles only |
Roles + full audit log |
| Isolated tenant dataYour workspace never touches another customer's |
✓ |
✓ |
✓ |
| 4 · Email & campaigns |
| Campaigns per month |
3 |
Unlimited |
Unlimited |
| Recipients per campaign |
500 |
5,000 |
50,000 |
| Daily send ceiling |
100 |
500 |
2,000 |
| Drag-and-drop email builder + templates |
✓ |
✓ |
✓ |
| Drip sequences |
✓ |
✓ |
✓ |
| A/B tests — subject & content |
— |
✓ |
✓ |
| Bounce & complaint suppressionAutomatic list hygiene, unsubscribe compliance |
✓ |
✓ |
✓ |
| Sender identity |
Shared sender |
Your from-name + reply-to |
Your domain, warmed |
| 5 · Lead generation |
| Lead-capture forms |
1 |
5 |
Unlimited |
| Embeddable widget for any siteSandboxed iframe — won't touch your CSS |
✓ |
✓ |
✓ |
| Web-chat AI agent on your site |
1 agent |
3 agentssales / support / booking |
Unlimited + custom-tuned |
| Lead Engine — net-new prospect sourcingWe find businesses that match your ICP |
— |
250 / month |
2,000 / month |
| Contact enrichment + MX verification |
— |
✓ |
✓ |
| AI SDR — auto-qualify + draft first touch |
— |
✓ |
✓ |
| Managed cold outreach engineBatched, warm-up ramped, suppression-aware |
— |
— |
✓ |
| 6 · Social & video |
| Social content calendar |
— |
✓ |
✓ |
| Posts published for you |
— |
12 / mo · 2 platforms |
30+ / mo · all platforms |
| Community managementDMs and comments answered |
— |
— |
✓ |
| Short-form videoReels · TikTok · Shorts, cross-posted |
— |
4 / month |
20 / month |
| YouTube long-form |
— |
— |
2 / month+ thumbnail design |
| AI avatar + programmatic video studio |
— |
— |
✓ |
| Hook A/B testing on video |
— |
— |
✓ |
| 7 · Paid media |
| Ad account audit |
One-time |
Ongoing |
Ongoing |
| Managed platforms |
— |
1 — Google or Meta |
Google · Meta · TikTok · YouTube |
| Managed spend ceiling |
— |
Up to $5,000/mo |
Unlimited |
| Management feeAd spend billed at cost to your own accounts |
— |
12% · min $300 |
10% · min $400 |
| Landing-page A/B tests |
— |
— |
✓ |
| Ad creative production includedVideo + static, produced in-house |
— |
— |
✓ |
| Retargeting + lookalike audiences |
— |
— |
✓ |
| 8 · Website & funnels |
| Landing pages |
1 |
5 |
Unlimited |
| Website build14 industry portal templates, bilingual, schema-ready |
— |
5-page portal deployed |
15+ pages, custom+ 2 conversion funnels |
| Hosting, SSL, backups, monthly edits |
— |
Care Basic |
Care Full + priority |
| Monthly CRO program |
— |
— |
✓ |
| Memberships, courses & gated content |
— |
— |
✓ |
| Checkout & paymentsMercado Pago integrated |
— |
✓ |
✓ |
| 9 · Communications |
| Unified inbox & conversations |
✓ |
✓ |
✓ |
| Booking pagesNative scheduler with Google Meet links |
1 |
3 |
Unlimited |
| WhatsApp messaging |
— |
✓ |
✓ |
| SMS |
— |
✓ |
✓ |
| Voice AI receptionist + outbound dialer |
— |
— |
✓ |
| Review & reputation management |
— |
— |
✓ |
| 10 · Analytics & reporting |
| Live dashboard |
✓ |
✓ |
✓ |
| GA4 + Search Console wired |
— |
✓ |
✓ |
| Attribution & funnel reports |
— |
✓ |
✓ |
| Revenue forecast + predictive scoring |
— |
— |
✓ |
| Monthly report |
Automated |
Automated + commentary |
Board-ready QBR+ live review call |
| 11 · Multi-location, agency & white-label |
| Client / location sub-accountsEach with isolated data and its own logins |
— |
— |
Unlimited |
| White-label — your domain, your logo |
— |
— |
✓ |
| Per-sub-account branding & theming |
— |
— |
✓ |
| Resell at your own margin |
— |
— |
✓ |
| Roll-up reporting across accounts |
— |
— |
✓ |
| 12 · Onboarding & support |
| Setup fee |
$0 |
$499 one-time |
$999 — credited to invoice one |
| Onboarding |
Self-serve wizard |
Guided — 7 days |
White-glove — 14 days |
| Data migration from your old CRM |
Self-serve import |
Done for you |
Done for you + validated |
| Support channel |
Email |
Email + monthly call |
Daily Slack / WhatsApp |
| Contract |
Month-to-month |
Month-to-month |
Month-to-month |