Cloud SecretaryESSENTIAL COMMUNICATION
Starter
$497 / month
Build a stronger first response.
- Essential automation
- AI receptionist
- Business-specific setup scope
Your AI communication concierge
Your next client
shouldn’t have
to wait.
Calls, emails, and text messages deserve a timely response. Cloud Secretary handles inquiries, follow-up, and appointment requests across the communication channels you choose to connect.
Plus other supported channels, tailored to your business.
Start with a $1,000 AI Revenue Audit. Confirm the scope before you buy.
01 AI reception02 Lead follow-up03 Appointment workflows04 Custom business systems
Cloud Secretary Follow-Up Desk
Keep every estimate inquiry moving.
Cloud Secretary Follow-Up Desk helps a service business organize inquiries, collect project details, follow up through approved channels, and route the next step to booking or a person.
Start with one focused workflow.One business, one inquiry source, one approved channel, one calendar, and one human owner.
Begin with the $1,000 AI Revenue Audit. Implementation and ongoing management are separate engagements. Scope, schedule, cancellation terms, and implementation credit are confirmed in writing before purchase.
How it works
From first hello to
a clear next step.
See a connected lead-to-appointment workflow in action. Less manual chasing. More purposeful conversations.
01 / FIND THE FRICTION
Audit the journey.
Map how inquiries arrive, where follow-up slows down, and what needs attention first.
02 / BUILD THE RIGHT SYSTEM
Connect the next steps.
Define the workflows, responsibilities, and handoffs that fit your business.
03 / PUT IT TO WORK
Launch with clarity.
Move into a separately scoped implementation, with testing, handoff, and agreed support.
Your best first move
Find the gaps.
Know what to build.
More software is only useful when it solves the right problem. The AI Revenue Audit gives you a practical plan for one business, grounded in how you operate today.
- A map of your revenue workflow
- An evidence-based baseline
- Prioritized opportunities for AI and automation
- A 90-day implementation plan
- A review session to discuss the next steps
Cloud Secretary AI Revenue Audit
Clarity before commitment.
$1,000
One-time diagnostic · One business
Tell us about your bottleneck. We’ll confirm scope, schedule, cancellation terms, and implementation-credit terms in writing before you purchase.
Plan my AI Revenue AuditThe audit fee is credited toward an approved implementation under the agreed written scope. Installation and ongoing management are separate engagements.
Already have your written scope confirmation?
Continue to the $1,000 audit checkout after your scope and terms are confirmed.
Implementation options
A system that fits
where you are.
Start with the audit to decide what to build. Choose the level of implementation and ongoing support your business needs.
CONNECTED FOLLOW-UP
Growth
$1,200 / month
Connect more of the customer journey.
- Advanced workflows
- Marketing automation
- Business-specific setup scope
BROADER OPERATIONS
Elite
$2,500 / month
Build an AI communication department.
- Broader communication workflows
- Connected customer interactions
- Business-specific setup scope
Custom AI systems & business apps
Your business problem. A working solution.
For a fully customized AI system: $30,000 plus $2,500 per month. Define the problem, agree on the scope, and build toward a tested handoff with clear support responsibilities.
Explore project-based AI work packages
A separate implementation path for defined AI work. We’ll confirm which offer fits your needs and the full scope before an engagement.
Seed$500 + $397/month
Capture and respond to leads.
Root$1,500 + $997/month
Qualify leads and automate follow-up.
Tree$3,500 + $2,500/month
Support key customer-facing operations with specialized agents.
Fruit$30,000 + $7,000/month
Build an integrated AI operations department tailored to your business.
Your written scope confirms setup, included workflows, usage, integrations, and support. The audit is a separate diagnostic; revenue results depend on your business and implementation.
Before you take the next step
Clear answers.
Better decisions.
Start with the business problem. We’ll help you determine the next practical move.
What do I get from the $1,000 audit?
A revenue workflow map, an evidence-based baseline, prioritized AI opportunities, a 90-day implementation plan, and a review session for one business. Scope and timing are confirmed before purchase.
Does the audit include implementation?
The audit identifies what to build and why. Installation and ongoing management are separate engagements. Your audit fee is credited toward an approved implementation under the agreed written scope.
Can you work with my current tools?
We review your current systems during scoping and confirm the supported connections before committing to a build. The plan defines what connects, what changes, and where your team stays involved.
How quickly can we get started?
Share your main bottleneck through the form below. Cloud Secretary will review the fit and confirm availability, scope, and schedule. Your implementation timeline depends on the agreed project.
Will AI replace my team?
The aim is to reduce repetitive work and make handoffs clearer. You decide which conversations and decisions stay with people as part of the implementation scope.
Exploring what AI could do for your business?
Start with the Cloud Secretary AI eBook.
Let’s find your next growth opportunity
Start with the bottleneck
that costs you the most.
Tell us what happens when a new lead arrives, where things slow down, and what you want to improve. We’ll review the fit and confirm the scope before you purchase an audit.