Add-on Services
Upgrades for the AI Age
Layer these on top of any pricing tier as your practice grows.
🎧
For discovery calls
Call Intelligence
AI joins your initial discovery calls, analyzes your closing rate, and surfaces the next best action based on what the prospect actually said.
♻️
For your existing content
Content Recycling Bureau
Hand us one video or one blog post — our AI turns it into 30 days of social posts and 4 personalized email drips.
📡
For your book of business
Estate & Inheritance Tracking
AI scrapers monitor your existing lead list for liquidity events — business sales, promotions, public filings — and trigger a timely, personal outreach.
🛡️
For peace of mind
Compliance Vault
Automatic archiving and red-flag filtering on every outbound message, so your outreach stays FINRA/SEC ready without manual oversight.
Want These Bundled In?
Tell us which add-ons matter most and we'll scope them into your plan.
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