Audit. Install. Handoff.

No discovery phase that never ends. No hourly billing. Three steps, fixed price, inside 90 days.

The ValueBuilt install works in three steps: a $2,500 one-week audit that inventories your comms, tasks, CRM, and finance stack and produces a fixed quote; a module-by-module install delivered inside 90 days against written acceptance criteria; and a handoff with SOPs, training videos, and 30 days of support. The audit fee is credited to the install.
Step 1

The Audit — $2,500 · 1 week · credited

We start with a working session and a full inventory of how work moves through your business today — email, tasks, CRM, finance. You get a findings document: where the hours are leaking, which modules fix it, and a fixed quote for your tier. The audit fee is credited to your install.

Step 2

The Install — inside 90 days

We build in sequence, module by module, in the tools you already use where possible. Each module has acceptance criteria — set at the audit, signed at handoff — so “done” is defined before we start. You get a weekly progress digest; your team gets trained as we go, not in a dump at the end.

Step 3

The Handoff

You get the handoff package: written SOPs for every module, training videos for your team, and 30 days of support. The system is documented so it runs without us — that’s the point.

What gets installed

AI Comms Triage

Email triage rules, priority routing, and a daily “needs you” digest. Your inbox stops being your job.

Task OS

Intake forms, task routing, owner dashboard, weekly review cadence in your PM tool. Nothing lives in anyone’s head.

CRM Build

Pipeline stages, lead capture, AI follow-up automation, handoff workflows. Every lead gets chased, every time.

Owner Reporting

One weekly email: pipeline, tasks, KPIs. You read one thing, you know everything.

Finance Workflows

AP/AR workflow automation, books-cleanup coordination, financial reporting.

SOP Layer

Written SOPs + training videos for every module installed. Included in every tier.

Which modules come with which tier

Module Core $25K Growth $35K Full $50K
AI Comms Triage
Task OS
Owner Reporting
SOP Layer
CRM Build
Finance Workflows

Book the $2,500 Audit

Frequently Asked Questions

How much does AI automation cost for a small business?

Hourly agencies typically run $100–$250/hr with open-ended scope. ValueBuilt is fixed-price: $25,000, $35,000, or $50,000 depending on modules, delivered inside 90 days, with a $2,500 audit credited toward the project.

What happens if we want something outside the scope?

Anything outside the module scope is a written change order — no exceptions. That discipline is why installs land on time and on budget.

Do we need to switch tools?

Usually not. The install works inside your existing PM tool, email, and CRM wherever possible.

What do we get at handoff?

Written SOPs for every module, training videos for your team, signed acceptance criteria, and 30 days of support.

Last updated: July 17, 2026

Clarity. Compliance. Systems. Growth.

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