Packages

Everyone starts with the audit. It is credited to your build.

We read your inbox, your calendar or order book, and your books, and show you where inquiries go cold and money gets missed. If we cannot find more than the audit fee in leaks, we say so and refund it.

Pinnacle Health and Weight Loss operating system shown with sample records — Pinnacle Health and Weight Loss · Sample operations workspace

Step one, for every client

The Front Office Audit

Ten business days. We trace 90 days of inquiries, bookings or orders, and payments with you, map where each one stalled, and hand you a written plan: what to fix first, what it takes, and what it is worth.

Every inquiry from the last 90 days traced to booked or ordered, lost, or still open

Calendar holds and open orders checked against payments received

A written fix list in plain English, ranked by money

A 45-minute walkthrough with Stephen

$950

One time. Credited in full to any build.

Book the audit Start with the free score

Step two, the build

Three sizes. Setup once, then a monthly fee to keep it running.

Setup is the build on your real records. The monthly fee is the agents working every day, the watching, the fixing, and a plain-English report. It runs on accounts you own. Cancel the monthly any time and the system stays yours.

Launch

$4,500

setup, then $450 a month

For the owner who is losing inquiries. Stops the first leak.

One inbox: email, text, voicemail, web forms

One record per customer, duplicates merged

Every reply drafted in your voice for your approval

Weekly plain-English report

Talk about Launch

Operate

Most owners

$9,500

setup, then $950 a month

For the owner who books work or takes orders, and takes payments. The full chain.

Everything in Launch

Tentative holds on dates or orders, released if unpaid

Agreements, waivers or order paperwork sent and tracked

Payments matched to invoices in QuickBooks

Reminders, review requests and next offers drafted, fresh words each time

Daily plain-English report

Talk about Operate

Command

$18,000

setup, then $1,800 a month

For the owner who wants the whole front office handled, website included.

Everything in Operate

Shared memory: the system remembers every customer's history

Your website rebuilt so every form feeds the system

Google reviews and local listing worked monthly

A monthly call with Stephen

Talk about Command

Side by side

What you get	Launch	Operate	Command
One inbox, one record per customer	Yes	Yes	Yes
Replies drafted for your approval	Yes	Yes	Yes
Holds, paperwork, payment matching	No	Yes	Yes
Follow-ups drafted: reminders, reviews, next offer	No	Yes	Yes
Shared memory across every agent	No	No	Yes
Website rebuilt to feed the system	No	No	Yes
Owner report	Weekly	Daily	Daily, plus a monthly call
Personal replies approved by you before sending	Always	Always	Always
Routine confirmations and reminders sent automatically	No	Only the ones you switch on	Only the ones you switch on

Straight answers

Will the AI talk to my customers on its own?

Not with personal replies: those are drafted and wait for your approval. The only messages that go out on their own are routine ones you switch on, such as a booking confirmation or a reminder, using wording you approved. It never moves money without you.

Is this only for appointment businesses?

No. The same chain fits consultants (proposals and agreements), retailers (order questions, deposits and status) and manufacturers (quote requests, orders and stock questions). Our running proof is a training business, and we say so plainly.

What do I need to already have?

A Google Workspace or Gmail account, a calendar or order system, and some way you take money, such as QuickBooks, Square, Stripe or Zelle. We build on what you own.

How long until it is running?

Launch in about three weeks after the audit. Operate in six to eight. Command takes a quarter, because the website is in it.

What if I stop paying monthly?

The system lives on your accounts and keeps the records. The agents stop working and the watching stops. You can restart later.