We Build It.
We Run It.
You Just Sell.
Your entire platform — website, CRM, AI workforce, and 40+ automations — built around your business and managed by our team. You never touch the tech. You just show up and close.
Most CRMs Hand You
an Empty Login.
We Hand You
a Finished Business.
Other platforms give you a blank account and a stack of tutorials. Done-For-You gives you a complete, customized business engine — ready the day you launch.
Every Other CRM
- An empty login and a help center
- You build the website & funnels
- You wire up every automation
- You figure out A2P, domains & phone
- You train the AI yourself
- Weeks of work before you can sell
Launch Done-For-You
- A finished, customized account
- We build your website & funnels
- 40+ automations installed for you
- We handle A2P, domain & phone
- Your AI trained on your business
- Launch-ready in about a week
Sign Up Today.
We Build the Rest.
The moment you sign up, your account is live. From there our team takes over — spending roughly 30 hours building, customizing, and optimizing your account over your first 90 days. You send us a few things; we do everything else.
Sign Up & Get Instant Access
You're in the moment you join. Texting needs carrier (A2P) approval, which takes about 3–10 days — we submit and manage the entire process for you.
Send Us Your Info
A little about you, your business & niche, your headshot & logo, plus your old leads and book of business. That's your only homework.
We Build & Connect Everything
Your high-converting website, your domain, your calendars, and 40+ automations customized to you — all designed and wired together for you.
We Import & Organize Your Leads
We clean, organize, and import your old leads and your entire book of business into your CRM — properly tagged and ready to work.
AI, Social & Phone Go Live
We train your AI, connect all your social accounts to your unified inbox & social planner, and switch on the systems that get your phone ringing.
3+ Zoom Calls In Your First 90 Days
We hop on at least three live Zooms to walk you through everything, optimize your processes, and set you up for success.
One Complete Business Engine
Six pillars, fully integrated and working together — not a pile of disconnected tools. Here's what runs your agency.
Website & Funnels
A high-converting online presence built to turn clicks into booked appointments.
- Agent website & multi-page site
- Lead-gen & sales funnels
- Quote, intake & booking pages
- Lead-magnet funnels & link tree
Smart CRM & Pipelines
Every lead captured, organized, and tracked in one place — on desktop or mobile.
- Unlimited users, leads & contacts
- Unified inbox: text, email, chat & DM
- Pipelines, calendars & e-signature
- Full mobile app
AI Workforce
AI agents that answer, follow up, and book appointments around the clock — in your voice.
- AI chat, SMS & DM responder
- AI voice & missed-call text-back
- AI appointment booking
- Trained on your business
Marketing & Communication
Reach more prospects and stay top-of-mind across every channel, automatically.
- Power dialer & SMS/email campaigns
- Marketing assets & templates
- Social planner & integrations
- Invoicing with text-to-pay
Insurance Apps & Automations
Built specifically for agents — every product line and follow-up sequence, ready to run.
- IUL, FIA, FEX, Term, Whole Life & Annuity apps
- Mortgage protection workflows
- Instant follow-up & reactivation
- Long-term nurture sequences
Reputation & Growth
Build your brand and recruit your downline while the system works in the background.
- Automated reviews & referrals
- GMB messaging & listings
- Downline recruiting workflows
- Analytics & reporting
…and 1,400+ features in total — all built and connected for you.
setup, on us
This is the part no other plan includes. Our team personally builds, customizes, and launches your entire account — roughly 30 hours of expert work in your first 90 days.
One Plan Replaces Your Whole Stack & Your Agency
Stop paying for a dozen subscriptions and a separate marketing team. Done-For-You consolidates it all — built and managed for you.
Piecing this together costs $800–$1,500+/month in software — plus thousands to an agency to build it. You get all of it, built and run for you, for $497/month on a 3-month commitment.
Ready to Have It All
Built & Run For You?
Book a live demo and we'll show you exactly what your done-for-you account will look like — then we build it.
Start Your Done-For-You Build
Our team builds, customizes, and launches your entire platform for you. Enter your details to get started — $497/mo on a 3-month commitment.