F.A.Q.

FREQUENTLY ASKED QUESTIONS

Below is a list of some of the most frequently asked questions. If you have additional questions you can ask our chatbot or contact us.

Meet Launch (and Who it’s Built For)

What is Launch AIO, in simple terms? ip terms?

Launch is not another generic CRM built by people who’ve never sold a policy. It was built by people who understand the realities of life insurance sales, inconsistent leads, low show rates, endless follow-ups, compliance headaches, and wasted time chasing prospects who never answer.

Launch gives life insurance agents one system to manage leads, follow up automatically, book appointments, nurture prospects, and stay in front of clients long after the policy is written. It replaces the patchwork of tools most agents are juggling and turns your operation into something predictable, organized, and scalable.

If you’re serious about selling more policies without working more hours, this is the backbone you’ve been missing.

Check out our Plans for insurance professionals.

Who is Launch AIO best suited for?

Launch is built for life insurance agents who are tired of chasing leads, losing deals because follow-up didn’t happen fast enough, and juggling too many disconnected tools. Whether you’re a brand-new agent trying to get traction or a seasoned producer looking to scale, Launch meets you where you are. It works for independent agents, captive agents, agency owners, and brokers who want a professional system without needing to be tech-savvy. If you sell life insurance and want more consistency, a better client experience, and a system that grows with you, Launch was built for you.

Note: We also offer a universal platform for any business industry, but we have gone all in on the insurance version because we believe in it.

Is Launch a CRM, or is it an automation tool?

It’s both, but more importantly, it’s built specifically around how life insurance agents actually operate.

The CRM side lets you track every lead, client, policy, and conversation in one place. The automation side handles the repetitive work agents hate doing, follow-ups, missed call texts, appointment confirmations, reminders, and long-term client nurturing.

Think of Launch as a digital assistant that never forgets to follow up, never drops a lead, and keeps your pipeline moving even when you’re in appointments, on the phone, or spending time with family.

Is Launch only for large agencies, or can solo agents use it?

Launch was built first and foremost for solo life insurance agents.

Most life agents start on their own, wearing every hat, lead generation, follow-up, appointments, underwriting follow-ups, and client retention. Launch gives solo agents the same systems and automation larger agencies use, without needing staff or a tech team.

If you’re a one-person operation, Launch acts like an extra set of hands, handling follow-ups, reminders, and client communication so you can focus on selling policies. And when you’re ready to grow, the system scales with you instead of forcing you to change platforms later.

Do I need technical experience to use Launch AIO?

No. Launch AIO is built for life insurance agents, not software people.

Most agents don’t have time to learn tech, they’re running leads, booking appointments, and closing business. Launch AIO comes pre-built with the core insurance pieces already in place (pipelines, follow-up, calendar booking, texting, email, and tracking), so you’re not starting from scratch or trying to figure out what buttons to press.

If you can answer a call, send a text, and check a calendar, you can use Launch AIO. The system does the heavy lifting in the background, like immediate speed-to-lead follow-up, appointment reminders, and long-term nurturing, so you stay consistent even when your day gets busy.

What problem does Launch AIO actually solve better than anything else?

Most life insurance agents don’t lose sales because they’re bad closers. They lose sales because the system around them fails. Leads don’t get contacted fast enough. Follow-up drops after the first few days. Appointments aren’t properly confirmed. Old leads never get re-engaged. Existing clients don’t get touched again until it’s time to replace a policy.

All of that costs agents real money, and most don’t even see it happening.

Launch AIO fixes this at the system level.

Instead of relying on memory, discipline, or “being better at follow-up,” Launch AIO becomes the operating system of your insurance business. Every lead, text, call, appointment, reminder, policy conversation, and follow-up lives in one connected flow that triggers the next action automatically.

Here’s what that changes for a life agent:

- You stop losing leads because you were in appointments and couldn’t respond fast enough.
- You stop forgetting to follow up on day 3, day 7, or day 21.
- You stop relying on willpower to stay consistent.
- You stop leaking deals quietly over time.

When someone fills out a form, calls your number, or clicks a link, Launch AIO responds immediately. When an appointment is booked, confirmations and reminders go out automatically. When someone doesn’t show, the system follows up. When a lead goes cold, it gets nurtured instead of forgotten.

Launch AIO doesn’t help you “do more.”


It makes sure the work you’re already doing actually turns into reminders, conversations, and policies.

That’s the problem it solves better than anything else.

Is this better than stitching together multiple tools?

Yes, and most experienced agents already know why, because they’ve lived the alternative.

A typical life insurance tech stack looks like this: one CRM, a texting tool, an email platform, a calendar app, maybe a funnel builder, and spreadsheets holding everything together. None of it talks cleanly. Things break silently. Messages don’t fire. Appointments don’t sync. Follow-ups depend on memory.

That’s where money leaks.

Launch AIO replaces that entire patchwork with one connected system. Leads come in, conversations happen, appointments are booked, reminders go out, and follow-up continues without anything needing to be manually stitched together.

For a life insurance agent, that means:

- No wondering if a lead actually got a text
- No missed appointment reminders
- No duplicate data entry
- No syncing issues

- No “I thought the system sent that”

Everything lives in one place, and more importantly, everything flows.

Instead of managing software, you manage conversations and close business. That’s the difference.

Can Launch AIO replace most of my software?

In most cases, yes, especially for life insurance agents.

Launch AIO can replace your CRM, texting platform, email marketing tool, calendar scheduler, form builder, funnel builder, missed-call text system, and basic reporting tools. For many agents, that means eliminating five to eight monthly subscriptions and running everything from one dashboard.

But the real value isn’t just cost savings. It’s clarity.

Instead of jumping between tools and wondering where a lead is or what happened last, you see the full picture in one place. You know who’s been contacted, who booked, who didn’t show, who needs follow-up, and who’s still warm.

That kind of visibility is what separates agents who feel busy from agents who are actually productive.

Launch AIO simplifies your tech stack so your focus goes back where it belongs: selling policies and serving clients.

What’s the difference between Launch AIO and GoHighLevel?

GoHighLevel is a powerful platform, but by itself it’s just infrastructure.

Think of GoHighLevel like a raw framework. It gives you the ability to build almost anything, but it doesn’t tell you what to build, how to structure it for insurance, or how to avoid the mistakes that cost agents money. Most agents who buy GoHighLevel never fully implement it because they’re handed a blank slate.

Launch AIO is the system built on top of that framework.

Instead of starting from zero, you’re stepping into a fully designed life insurance operating system. Pipelines, workflows, follow-up logic, appointment flows, lead handling, missed-call responses, and long-term nurturing are already built based on how life insurance agents actually sell.

With Launch AIO for insurance Pro's:

- You’re not guessing what a pipeline should look like

- You’re not figuring out follow-up timing

- You’re not wiring automations yourself

- You’re not hiring someone just to “set it up”

GoHighLevel is the engine.

Launch AIO is the fully built vehicle, tuned specifically for insurance.

Is Launch AIO a “done-for-you system” or a DIY platform?

It’s intentionally both.

The core system is done for you so you can start using it immediately. Lead pipelines, automations, calendars, follow-up sequences, and messaging are already in place based on proven insurance workflows. That eliminates the most common failure point, getting stuck during setup.

At the same time, you’re not locked into a rigid box.

As your agency grows, you can customize messaging, add workflows, create new campaigns, and adapt the system to different products like final expense, term, IULs, mortgage protection, or annuities.

You get speed without sacrificing flexibility, which is exactly what working agents need.

What kinds of businesses are not a good fit for Launch AIO?

At its core, Launch AIO is a universal platform that can support almost any industry. That said, life insurance holds a special place in what we’ve built. We’ve spent well over a year and thousands of hours studying how life insurance agents actually operate, where deals break down, and why good agents lose business they should have closed.

This system was built specifically to solve the problems life insurance agents face every day, including:

- Not enough life insurance leads

- Leads not being contacted fast enough
- Follow-up dropping off after the first few days
- Low show rates and unconfirmed appointments
- Missed calls going unanswered
- Cold leads never being re-engaged
- Clients disappearing after the policy is written

- Unmotivated downline

Launch AIO addresses each of these at the system level, not with reminders or discipline, but with automation that runs whether you’re busy or not.

If a business doesn’t value structured follow-up, appointment control, and long-term relationship management, Launch AIO would be more than they need. But for life insurance professionals who understand that speed, consistency, and trust directly impact commissions, this platform was built for your industry from the ground up.

If I already have a CRM, what’s the real reason I’d switch?

Because most life insurance agents don’t actually have a system, they have a login.

A huge number of agents already “have” GoHighLevel because someone else in the office bought it, spun up a sub-account, and handed them a blank slate. No automations. No insurance workflows. No follow-up logic. Just an empty dashboard and the expectation that it somehow works.

That’s not a system. That’s software with potential.

Launch AIO completely changes that. If you already have GoHighLevel, we don’t replace it, we revolutionize it. We turn a raw, unused platform into a fully built insurance operating system with real pipelines, real automation, real appointment control, and real follow-up that actually runs.

For agents using out-of-the-box CRMs like Agent CRM or similar tools, the issue is different. Those platforms are rigid, slow to evolve, and packed with upsells. You pay extra for texting. Extra for workflows. Extra for features that should already be included. Over time, you’re nickel-and-dimed into spending more while still being limited.

Launch AIO is smarter, faster, and far more customized. It’s built around how you sell, not how a generic CRM thinks you should sell. The switch isn’t about changing tools. It’s about finally having a system that works the way your business actually runs.

Does Launch AIO work for B2B and B2C, or is it better for one?

Launch AIO works for both, but it was clearly designed with B2C life insurance sales in mind.

Direct-to-consumer leads, inbound calls, form fills, appointment setting, and policy conversations are where Launch AIO shines. Speed-to-lead, confirmation, reminders, no-show recovery, and long-term nurturing are all baked into the system because that’s how most life insurance agents actually sell.

That said, Launch AIO also supports B2B use cases like agency recruiting, referral partnerships, employer groups, and long-cycle relationship building. The same automation that nurtures prospects can nurture partners, agents, and professional relationships over time.

You’re not boxed into one model. The system adapts to how you sell.

Can Launch AIO support multiple locations or multiple brands under one company?

Yes, and this is where many platforms start to fall apart.

Launch AIO is built to support growth without forcing you to rebuild everything. Whether you’re running multiple locations, multiple brands, or multiple agents under one umbrella, the system can be structured to keep things organized and scalable.

You can separate pipelines, calendars, messaging, and branding while still maintaining centralized visibility. That means you know what’s happening across the business without creating chaos or overlap.

For growing agencies, this is critical. You don’t outgrow the system, the system grows with you.

Can I start simple now and scale into advanced features later without rebuilding everything?

Yes, and this is one of the most important design decisions behind Launch AIO. We built Launch AIO knowing that life insurance agents are at very different stages. Some are just getting organized. Some are producing consistently. Some are high-volume producers or agency owners. The platform is designed so you can start exactly where you are today and scale up without ever rebuilding, migrating, or starting over.

Here’s how that works in real life.

A La Carte: Pick one Component or Automation

If you want to move cautiously, you can start with an a la carte component or automation. That might be a single follow-up workflow, a funnel, appointment booking, missed-call text back, or a specific automation you know you need right now. Even at this level, you’re not buying a dead-end tool. You’re entering the same Launch AIO ecosystem. Your data, leads, conversations, and automations all live in the same environment, which means when you upgrade, everything carries forward. No rework. No lost setup. No wasted effort. This is ideal for agents who want to test the system, fix one pain point immediately, and expand once they see results. Start A La Carte Plan

Essentials: The Foundation Most Agents Need

Most life insurance agents start with the Essentials plan because it gives you almost everything needed to run a professional, automated insurance operation.

Essentials includes your CRM, pipelines, texting, email, calendars, forms, surveys, workflows, websites, funnels, missed-call text back, reputation tools, reporting, and more. In practical terms, this replaces the majority of software agents are already paying for and immediately fixes follow-up, appointment handling, and lead management. For many agents, Essentials alone is enough to dramatically increase consistency and production. Start Essentials Plan

AI Workforce: Scaling Conversations and Follow-Up

As volume increases, the challenge shifts from “am I following up?” to “how do I keep up without burning out?” That’s where the AI Workforce plan comes in. This layer adds AI-powered conversation handling, smarter engagement across SMS, email, and chat, and automation that actively assists with lead response, nurturing, and routing. Agents who move into AI Workforce typically do so when lead flow increases or when they want to reduce manual work while maintaining high-touch communication. Start AI Workforce Plan

Elite: Built for High Producers and Agencies

Elite is for serious producers, teams, and agencies who want maximum leverage. This plan adds full custom deployment, advanced workflows, deeper integrations, priority support, and hands-on customization. Elite is ideal for high-volume agents, multi-agent teams, or agencies managing multiple brands, locations, or lead sources. At this level, Launch AIO becomes deeply embedded into how your business operates day to day. Start Elite Plan

The Key Difference

No matter where you start, a la carte, Essentials, AI Workforce, or Elite, you’re always building on the same foundation.

- You’re never forced to rebuild funnels.
- You’re never redoing pipelines.
- You’re never migrating data.

You simply unlock more capability as your business grows. That’s the difference between buying software and investing in an operating system. Launch AIO is designed so your system grows at the same pace as your production.

GROWTH & REVENUE

How quickly can I realistically get value from Launch AIO?

How quickly can I realistically get value from Launch AIO?

You get access immediately after signing up, so you’re free to explore, build, and use the platform right away if you choose. That said, most business owners get the fastest and best results by going through our onboarding process rather than trying to figure everything out on their own.

When you sign up, we walk you through a detailed onboarding survey that asks smart, business-specific questions, things like how you generate leads, how you follow up, what services you offer, your branding, and how your team operates. Those answers allow us to do the heavy lifting for you, setting up systems that would otherwise take you weeks or months to configure correctly.

There are also important technical steps that are required before you can fully use features like calling and texting. For example, A2P 10DLC registration is mandatory for business messaging in the U.S., and it can be confusing, time-consuming, and easy to fail if you don’t know how to do it properly. We handle that process for you to prevent delays and rejections.

During your first seven days, we typically invest a minimum of 10 man-hours into your account. This includes things like:

- Registering and setting up messaging and calling correctly

- Embedding your branding, logos, and business information into prebuilt websites, funnels, email signatures, and templates

- Replacing existing tools specific to your business to save you money and streamline your operations.

- Configuring automations, calendars, pipelines, and internal workflows

- Applying dozens of customizations based on your business model

By the end of the first week, most accounts are fully operational. You’ll also receive an invitation to a free live onboarding Zoom call, where we personally walk you through your system, explain how everything works, and answer your questions.

So the speed at which you see results really depends on one thing: whether you want to move fast on your own or allow us the time to set it up properly for you. Either path works. But once everything is live and connected, the impact is immediate. Leads stop slipping through the cracks, follow-ups happen automatically, and your business starts running in a way that feels organized, professional, and scalable.

And that’s usually the moment people say, “Wow, this changes everything.”

What’s a realistic “before and after” transformation once it’s set up?

Once Launch AIO is fully set up, the transformation is less about flashy features and more about how your business actually operates day to day. Before, most businesses feel busy but fragmented. Leads come in and aren’t always answered immediately. Missed calls turn into voicemails that sometimes get returned and sometimes don’t. Follow-ups rely on memory or good intentions. Messages live in too many places. Appointments get booked but no-shows happen. Team members aren’t always sure who followed up or what the next step is. Nothing feels completely broken, but momentum quietly leaks everywhere.

After Launch AIO is live, the business starts running the way owners always assumed it should. Leads are responded to instantly. Missed calls trigger automatic text-back or AI follow-up. Appointments are confirmed, reminded, and reinforced without manual effort. Conversations from every channel live in one place with full context, so nothing gets missed or duplicated. Follow-up happens consistently without relying on memory. High-intent prospects are routed correctly, old leads get reactivated, and no-shows drop. Automation and AI quietly handle repetitive work while humans focus on real conversations. Instead of chasing messages, managing chaos, or hiring just to keep up, owners gain visibility, control, and breathing room. Most people describe it simply as this: the business finally feels organized, responsive, and under control, and growth stops feeling stressful because the system is doing what it’s supposed to do in the background.

Can Launch AIO help me turn more leads into paid customers without increasing ad spend?

Yes, and this is one of the most common and valuable outcomes we see after Launch AIO is set up properly.

Most businesses don’t actually need more traffic. They need to stop wasting the traffic they already get. Leads come in, calls are missed, messages sit unanswered, follow-ups are inconsistent, and prospects quietly move on to a competitor who responded faster. Launch AIO fixes that at the system level, without requiring you to spend more on ads.

With the Essentials plan, you start with a live, professionally built website and funnel that are SEO-optimized from day one. These aren’t just placeholders, they’re designed to capture attention and convert visitors into leads. While organic traffic still requires time and promotion, your site is submitted to major search engines and indexed properly so it can be discovered naturally. It’s also exposed to modern AI discovery tools, including platforms like Alexa and AI-powered search experiences, which increasingly influence how people find and choose businesses. Over time, this creates additional inbound opportunities without paying for every click.

Where Launch AIO truly changes results is what happens after a lead shows interest.

The system responds instantly. Missed calls trigger immediate text-backs. Form submissions receive follow-up within seconds. Appointment requests are reinforced with confirmations and reminders. Leads that don’t respond right away are nurtured automatically instead of being forgotten. Speed and consistency alone often increase conversions dramatically, without increasing ad spend at all.

When you step up to the AI Workforce plan, the impact multiplies.

AI-powered chat and messaging work for you 24/7, engaging visitors on your website, responding to inbound texts and messages, answering common questions, collecting information, qualifying leads, and guiding people to the next step, even when your team is unavailable. Instead of leads waiting hours or days for a response, they’re engaged immediately, which keeps momentum alive and dramatically improves conversion rates.

AI can also help reactivate old leads in your database, nurture colder prospects over time, and route high-intent conversations to the right place automatically. This means you’re not just converting new leads better, you’re unlocking revenue from leads you already paid for in the past.

At the highest level, the Elite plan adds deeper AI capabilities and advanced customization. This is ideal for businesses that want AI handling more complex conversations, higher volumes, or highly tailored workflows. It allows you to build more sophisticated systems that blend AI, automation, and human handoff seamlessly, creating an experience that feels responsive, professional, and always available.

In simple terms, Launch AIO doesn’t magically create demand. It makes sure the demand you already have actually turns into revenue. By improving response time, follow-up consistency, engagement, and professionalism across every touchpoint, Launch AIO helps you close more deals from the same traffic, the same leads, and the same ad spend.

How does Launch actually help me make more money?

We don't promise magic or shortcuts. What it does is far more valuable, it ensures you stop leaving money on the table.

Most businesses already have demand. Leads come in, calls are missed, messages sit unanswered, follow-ups are inconsistent, and prospects quietly disappear. Not because the offer is bad, but because the system behind it breaks down. Launch AIO fixes that.

- It helps you make more money by doing a few critical things exceptionally well:

- It responds instantly when a lead reaches out, even if you’re busy, after hours, or closed. Speed alone dramatically increases the odds of winning the deal.

- It follows up consistently and intelligently, without relying on memory, sticky notes, or overwhelmed staff. No lead is forgotten, and no opportunity quietly dies from neglect.

- It keeps prospects engaged across multiple touchpoints, text, email, calls, reminders, and check-ins, so momentum isn’t lost between steps.

- It reduces drop-offs by guiding people forward automatically, whether that’s booking an appointment, completing a form, making a payment, or simply replying.

- It creates a professional, reliable experience that builds trust. When you’re the business that responds clearly, promptly, and consistently, you stand out immediately.

Nothing here is theoretical. Speed, consistency, and follow-up are proven conversion multipliers. When those three things are handled automatically and correctly, close rates increase without spending more on ads, hiring more staff, or working longer hours.

In simple terms, Launch AIO doesn’t change what you sell. It changes how well your business shows up. And that alone often makes the difference between average results and predictable growth.

Is automation really better than hiring more staff?

For repetitive, operational work, absolutely. And when you combine automation with AI, the gap becomes enormous.

Traditional staff spend a surprising amount of time on tasks that don’t actually require human judgment, things like follow-ups, reminders, routing messages, logging activity, sending confirmations, and chasing next steps. Automation handles all of that instantly, perfectly, and without fatigue, delays, or mistakes.

Launch AIO doesn’t just reduce workload, it fundamentally changes how work gets done.

Beyond automation, the platform also gives you access to AI-powered “digital employees” that can handle tasks many businesses still assign to humans:

- An AI voice assistant can answer inbound calls, qualify leads, ask structured questions, route calls, book appointments, and follow up automatically, even outside business hours.

- An AI chat assistant can respond instantly on your website, SMS, social platforms, or inbox, answer common questions, collect information, qualify prospects, and guide people to the next step without waiting on a human reply.

- AI is also woven throughout the system to support your team behind the scenes. It can help write follow-up messages, emails, and social media posts, generate marketing content, create images, summarize conversations, suggest automations, and even help build new workflows without needing technical expertise.

This isn’t about replacing humans entirely, it’s about removing the burden from humans so they can focus on what actually matters: real conversations, decision-making, and growth.

Many Launch AIO clients run surprisingly large operations with one or two human employees because AI and automation handle the volume, the consistency, and the speed. Instead of scaling headcount, they scale systems.

AI is not a future concept anymore. It’s already here, and businesses that learn to harness it early gain a massive efficiency and cost advantage. Launch AIO makes that power usable, practical, and accessible, without needing to be an expert.

In that sense, yes, for most businesses, automation and AI are not just better than hiring more staff. They’re a smarter, more scalable foundation for growth.

How does Launch AIO help with reactivation, getting old leads to respond again?

This is one of the most overlooked profit opportunities in most businesses, and one of the areas where Launch AIO delivers outsized results.

Almost every business is sitting on a list of old leads that were paid for at some point. People who filled out a form, called in, booked and canceled, asked for information, or went quiet before buying. In most cases, those leads aren’t “bad,” they were just never followed up with consistently or at the right time. Launch AIO is built to bring those opportunities back to life automatically.

At the foundation, Launch AIO includes prebuilt lead nurture campaigns that are tailored to your business during onboarding. These aren’t short, aggressive sequences that burn out your list. They’re long-term, relationship-focused automations designed to stay in touch over weeks and months using a thoughtful mix of SMS, email, and voicemail drops. The goal is simple, stay present without being annoying, so when the timing is right, your business is the one they remember and respond to.

Nurture campaigns work quietly in the background. They educate, remind, check in, and re-open conversations without relying on you or your team to remember to follow up. Many clients see responses weeks or even months after a lead originally went cold, simply because the system stayed consistent when humans couldn’t.

For faster wins, Launch AIO also includes Database Reactivation workflows. This allows you to import large lists of existing leads (as long as they are properly opted in) and run targeted reactivation campaigns designed to spark responses quickly. These campaigns often use short, casual messaging that feels personal rather than promotional, which dramatically increases reply rates.

A typical reactivation flow might:

- Reach out with a simple “still interested?” message

- Follow up with value or a reminder of why they reached out originally

- Offer an easy next step like booking a call or asking a quick question

- Escalate to voicemail or additional follow-up if there’s no response

Because Launch AIO tracks every reply, click, and interaction, the system can automatically stop messaging when someone responds, route engaged leads to the right place, and continue nurturing those who aren’t ready yet.

The real power comes from combining both approaches. Database reactivation creates quick spikes in engagement and revenue, while long-term nurture campaigns continue warming leads over time. Together, they turn your existing contact list into a living asset instead of a forgotten spreadsheet.

In simple terms, Launch AIO helps you make money from leads you already paid for. It removes the awkwardness of “random follow-up,” replaces it with smart, automated communication, and gives old leads a reason to raise their hand again.

MESSAGING, AI & AUTOMATION

What communication channels does Launch support?

Launch AIO supports every major way modern customers reach out, so you can meet people where they already are, without juggling eight different apps.

Here’s what that actually means:

SMS & MMS (Text Messaging):

Send and receive normal text messages, plus picture messages (great for photos, screenshots, menus, quotes, before/after, documents, and quick visual updates).

Email:

Full two-way email communication, perfect for longer conversations, proposals, receipts, attachments, and more formal follow-ups.

Phone Calls & Voicemail:

Make and receive calls inside the platform, track call history, record calls (where allowed), and manage voicemail so nothing gets missed.

Web Chat:

A live chat widget on your website that lets visitors message you instantly, and those chats are saved to their contact record like any other conversation.

Facebook Messenger:

Manage Facebook DMs in the same place you handle texts and emails, so leads from ads or your page don’t get buried in social inboxes.

Instagram DMs:

Centralize Instagram messages so your team can respond fast, stay consistent, and keep the full customer history attached to the contact.

Google Business Messages:

When someone finds you on Google Search or Maps and clicks “Message,” those conversations can come straight into Launch AIO.

WhatsApp:

Message customers on one of the most widely used apps in the world, especially helpful for international audiences and mobile-first customers.

The best part is you don’t manage these channels separately. Every message, across every channel, flows into one unified inbox tied to the contact, so you always see the full history and can respond from one place without losing context or missing opportunities.

What does a “unified inbox” actually mean?

A unified inbox means every conversation with every customer lives in one place, finally.

Imagine logging into a single desktop or mobile app and instantly seeing all your messages, text messages, emails, website chats, Facebook and Instagram DMs, Google

Business messages, WhatsApp conversations, and more, all organized by contact. No tab switching. No guessing who replied where. No missed messages buried in a platform you forgot to check.

Every conversation is tied directly to the contact record, so you don’t just see the last message. You see the full history, past conversations, notes, appointments, purchases, tags, and activity, all in one view. You know exactly who you’re talking to, what they’ve asked before, and where they are in your process before you ever reply.

From that same screen, you can respond back through the original channel with a click. Text back a text. Reply to an email. Answer a DM. All without leaving the inbox or juggling multiple logins. This alone eliminates duplicated responses, internal confusion, and the “sorry, I didn’t see that” moments that quietly cost businesses money every day.

Now here’s where it becomes truly powerful.

That same unified inbox can be supported by trained AI that works for you 24 hours a day. AI assistants can respond instantly with articulate, human-like conversations, answer common questions, qualify leads, book appointments, update order statuses, route conversations, and even move deals forward, all while your team is offline or focused elsewhere.

To your customers, it doesn’t feel like automation. It feels like your business is always available, always informed, and always responsive.

This is the future of customer communication. One inbox. One source of truth. One place to see everything, respond to everything, and never miss an opportunity again.

Can I use my existing business number, or do I need a new one?

You don’t have to give up your existing business number, but Launch AIO does require a number inside the platform to handle calls, texts, and automations correctly.

Here’s how it works in plain terms.

OPTION 1 - Use a new Launch number (most common): Most businesses choose to add a dedicated phone number inside Launch AIO. This number is what powers all messaging, calling, AI voice, and automations. It comes with a very small monthly cost, typically under $1 to $5 depending on the number type.

The important part is this:

That Launch number can forward calls to your existing business number, so your customers still reach you exactly where they always have. From their perspective, nothing changes. Behind the scenes, Launch AIO gains the ability to track calls, send texts, trigger automations, and log conversations properly.

This option is fast, flexible, and avoids downtime.

Option 2: Port your existing number into Launch AIO

If you want everything fully consolidated, you can also port your existing business number into Launch AIO. This means your current number becomes the number used for all calls, texts, and automations inside the platform.

Porting keeps your branding and number consistency intact, but it does take some coordination and time, since carriers control the process. We guide you through it if you choose this route.

Why a Launch number is required:

To automate calls, texts, missed-call follow-ups, AI voice, and conversation tracking, the platform must control the number at the carrier level. This isn’t a Launch requirement, it’s how telecom systems work across the industry.

The good news is you don’t lose your number, your customers don’t get confused, and you gain full visibility and automation over every call and message.

Most clients start with a Launch number for speed, then decide later whether porting makes sense. Either way, you stay reachable, and your communication becomes far more powerful and organized.

Will customers feel like they’re talking to a robot?

This is one of the most common concerns, and it’s a fair question, especially with AI becoming more visible.

The short answer is no, when it’s done correctly, customers don’t experience it as “automation” at all. They experience it as a business that is fast, organized, and consistently responsive.

Across chat, SMS, email, Facebook Messenger, Instagram DMs, Google Business Messages, and WhatsApp, AI interactions feel naturally conversational and human. Messages are triggered by real actions, personalized using real customer data, and delivered instantly. From the customer’s perspective, it simply feels like your business is paying attention.

Voice AI deserves special mention. This is newer technology, but Launch AIO uses industry-leading voice models that are rapidly improving and, in many cases, already close to indistinguishable from a human for common use cases. These AI voice agents can answer missed calls, qualify leads, ask structured questions, book appointments, route calls, and follow up automatically, without human intervention.

That said, honesty matters. Voice AI is incredibly powerful, but it is still evolving. In complex, unscripted conversations, it may occasionally require tuning or refinement. That’s not a flaw, it’s the reality of cutting-edge technology. When properly configured, it handles high-volume, repetitive conversations far more consistently than a human ever could.

The quality of the experience ultimately depends on how well the AI is trained for your specific business.

When you become a client and upgrade to the AI Workforce plan, we don’t just turn on a generic bot. We ask detailed questions about your business, your services, your tone, your processes, your FAQs, and how you want conversations handled. The depth and quality of those answers directly shape how natural and authentic the AI feels.

The more context it has, the better it performs.

Good automation feels invisible. Bad automation feels robotic.

Launch AIO is built to deliver the former.

When set up correctly, customers don’t feel like they’re talking to software. They feel like they’re dealing with a business that responds instantly, follows up consistently, and never drops the ball.

What can I automate inside Launch AIO?

Almost everything that normally slips through the cracks or drains your team’s time can be automated.

At a basic level, you can automate things like lead follow-ups, missed call texts, appointment confirmations, reminders, review requests, onboarding messages, internal alerts, and long-term nurture campaigns. These alone eliminate most of the “I meant to follow up” moments that cost businesses revenue.

But Launch AIO goes much deeper than simple sequences.

Automations can react in real time to what people actually do, not just when a timer expires. A form submission can trigger instant outreach. A missed call can trigger a text and an AI voice callback. An appointment booking can trigger confirmations, reminders, internal notifications, and post-appointment follow-ups. A payment can update a pipeline, unlock content, notify your team, and start onboarding, all automatically.

You can also automate what happens as opportunities move through your sales process. When a deal changes stages, Launch AIO can send messages, assign tasks, alert team members, or change the next steps without anyone touching a keyboard.

The system supports conditional logic, meaning automations can think. If someone replies, it can stop. If they don’t, it can escalate. If they book, it pivots. If they pay, it advances. This prevents over-messaging and keeps communication relevant and human.

The result is a business that responds instantly, follows up consistently, and stays organized automatically, even when you’re busy, offline, or scaling fast. You’re not just automating tasks, you’re automating momentum.

How does AI get trained, and what data does it actually use to answer customers?

AI inside Launch AIO doesn’t guess, scrape the internet blindly, or invent answers. It responds based on the information you intentionally give it and the context it can see inside your system.

Training starts during onboarding. When you become a client, we ask detailed questions about your business, services, offers, policies, tone, and how you want conversations handled. That information becomes the foundation for how the AI understands your business and how it should communicate on your behalf.

From there, AI can be trained using several controlled, business-safe data sources:

- Your website and pages (via approved web crawling), so it understands how you describe your services publicly

- Custom FAQs and Q&A documents, where you define exact, approved answers

- Uploaded documents like PDFs, policies, menus, service descriptions, or internal knowledge

- CRM data, such as contact names, tags, pipeline stages, appointments, and custom fields

- Conversation context, meaning what the customer has already asked, booked, or completed

This allows the AI to answer questions accurately and consistently, using your language, not generic responses.

Just as important, AI in Launch is context-aware. It doesn’t treat every message like a brand-new conversation. It can remember what’s already happened, avoid repeating steps, recognize when an appointment is booked, and adjust its responses accordingly. That’s why interactions feel natural instead of robotic.

You also control how much autonomy the AI has. It can:

- Suggest replies for humans to review

- Fully respond to common questions on its own

- Qualify leads before handing them to your team

- Book appointments only when criteria are met

- Escalate to a human when conversations become complex

The quality of AI responses directly reflects the quality of the training data. The more clarity, detail, and context you provide, the more accurate and human the AI becomes. That’s why setup matters, and why we guide this process instead of just flipping a switch.

Most importantly, your data stays your data. AI only uses information inside your account and approved sources. It does not learn from other businesses, share data across accounts, or access private information outside what you explicitly connect.

In short, AI in Launch AIO isn’t a black box. It’s a trainable digital team member that learns your business, speaks your language, follows your rules, and works within the boundaries you define. When trained properly, it doesn’t just answer questions, it represents your business the way you would.

What safeguards prevent AI from saying something wrong or off-brand?

Launch AIO is designed with the assumption that AI should be controlled, guided, and supervised, not left to improvise. The platform includes multiple layers of safeguards to ensure AI stays accurate, compliant, and aligned with your brand.

First, AI only uses approved data sources. It does not pull random information from the internet or make assumptions. Responses are generated from your training inputs, such as your website, FAQs, documents, knowledge base, and CRM data. If something is not in those sources, the AI is instructed to ask for clarification or hand the conversation to a human instead of guessing.

Second, brand voice and behavior rules are explicitly defined. You control tone, personality, formality, and boundaries. Whether you want the AI to sound friendly, professional, concise, or conversational, those rules are built directly into the AI’s instructions. This prevents off-brand language, over-promising, or responses that don’t match how you want your business represented.

Third, AI behavior is role-based and intent-based. The AI doesn’t respond the same way in every situation. Different intents like support questions, lead qualification, booking, or follow-ups each have their own rules, prompts, and limits. That keeps responses focused and prevents the AI from drifting into areas it shouldn’t handle.

Fourth, human oversight is always available. You can choose whether AI:

- Suggests replies for humans to approve

- Responds automatically only to approved scenarios

- Fully handles conversations with automatic handoff rules

At any point, AI can pause, transfer the conversation to a team member, or trigger a workflow instead of continuing on its own.

Fifth, conversation limits and fail-safes are built in. You can cap how many messages AI can send, add response delays to feel more natural, restrict channels, enforce quiet hours, and define stop conditions. If a conversation hits uncertainty, negative sentiment, or edge cases, the system can escalate rather than continue.

Finally, everything is logged and reviewable. AI actions, messages, and handoffs are visible in the conversation history. You can test responses before going live, rate AI outputs, refine training data, and continuously improve accuracy over time. Nothing happens invisibly or without the ability to intervene.

The philosophy is simple:

AI should support your business, not risk it.

Launch AIO treats AI like a trained employee with guardrails, policies, supervision, and escalation paths. That’s what allows you to confidently use AI at scale while protecting your brand, your customers, and your reputation.

What type of automations can Launch AIO perform?

Short answer, almost anything that normally requires manual effort, reminders, follow-ups, or human memory can be automated inside Launch AIO.

At its core, Launch AIO is designed to automate actions, decisions, and outcomes, not just send messages on a timer. Automations can trigger based on real behavior like form submissions, missed calls, replies, bookings, payments, pipeline changes, tags, time delays, or AI-detected intent.

Here’s how that plays out in real business terms.

Lead & Prospect Automations

- Instant new lead follow-up across SMS, email, and call

- Speed-to-lead outreach within seconds of form fills or ad responses

- Lead qualification workflows that ask questions and route prospects

- Database activation workflows to re-engage old or cold contacts

- Long-term nurture campaigns that run for weeks or months automatically

- AI-powered lead scoring and intent-based routing

Appointment & Scheduling Automations

- Appointment booking confirmations and reminders

- Reschedule and cancellation follow-ups

- Pre-appointment instructions and intake forms

- No-show recovery sequences

- Post-appointment follow-ups and next-step messaging

- Calendar-based routing to the right person or team

Call, Message & Inbox Automations

- Missed call text-back with AI follow-up

- AI voice agents answering inbound calls after hours

- Automatic conversation assignment to team members

- Message routing based on keywords, intent, or sentiment

- Follow-up escalation if no response is received

- Quiet-hour and time-zone aware messaging

Sales & Pipeline Automations

- Automatic pipeline stage updates

- Task creation for sales reps based on deal activity

- Notifications when deals stall or go cold

- Automated proposals, reminders, and close sequences

- Payment-triggered deal advancement

- Internal alerts when high-intent leads engage

Customer Onboarding & Fulfillment

- Welcome and onboarding workflows after purchase

- Lead magnet delivery systems (guides, PDFs, videos, courses)

- Access control for memberships or gated content

- Post-sale education and retention campaigns

- Upsell and cross-sell automation based on behavior

Reputation & Review Automations

- Review request workflows after appointments or purchases

- Review builder campaigns across Google and other platforms

- AI-powered review response generation

- Negative review routing for private resolution

Marketing & Growth Automations

- Multi-channel campaign launches

- Email and SMS broadcast scheduling

- Content delivery sequences

- Social DM follow-ups tied to ads or engagement

- Reactivation campaigns for inactive customers

Internal & Operational Automations

- Team notifications and alerts

- Task assignment and reminders

- Workflow-based approvals or handoffs

- Audit logging and activity tracking

- Conditional logic that adapts in real time

The important thing to understand is this:

Launch AIO doesn’t just automate messages. It automates decisions, timing, follow-through, and consistency.

If there’s a step in your business that depends on someone remembering to do something, checking a spreadsheet, sending a reminder, or following up “later,” it can almost always be automated.

That’s how businesses stop leaking revenue, stop dropping leads, and stop relying on human memory to run critical processes.

Is automation flexible or rigid?

It’s extremely flexible, and that’s what makes it powerful.

Automation in Launch AIO isn’t a one-size-fits-all blast system. It adapts to real behavior in real time. You can use conditional logic, branching paths, delays, and goals so the system responds differently based on what a person actually does.

- If someone replies, automation can stop.

- If they don’t, it can follow up.

- If they book, it pivots to reminders and prep.

- If they pay, it moves them forward automatically.

This means people aren’t treated like numbers, they’re treated like individuals moving through a journey.

You control the flow, the timing, and the logic, so communication feels intentional instead of repetitive. The system works quietly in the background, adjusting itself as situations change, while you stay focused on higher-value work.

Good automation doesn’t feel rigid. It feels responsive, thoughtful, and human. Launch AIO was built specifically to deliver that experience.

What AI features are included in Launch AIO?

Launch AIO offers powerful AI capabilities, but they’re intentionally plan-based and optional, not forced. AI is available on the Workforce AI and Elite plans. The A La Carte and Essentials plans do not include AI features.

That matters because AI isn’t meant to be a novelty here. It’s designed to act like a digital workforce that supports your team, removes repetitive work, and improves speed and consistency, without replacing human judgment.

Here’s the simple, high-level breakdown of what AI does inside Launch AIO.

1. AI Assistance Inside the Platform

Launch AIO includes an in-app AI assistant that helps you work faster and smarter without leaving the system. You can ask it questions, generate content, refine messaging, brainstorm campaigns, and get guidance using natural language instead of digging through menus or settings.

It understands your context, uses your saved brand voice, and focuses on producing usable outputs, not generic explanations. Think of it as an always-available operator that helps you create, decide, and move forward quickly.

2. AI-Powered Conversations (Chat + Messaging)

AI can assist or fully handle customer conversations across supported channels like SMS, web chat, and social messaging.

You control how it behaves:

- Suggestive mode gives your team AI-written reply suggestions they can approve or edit.

- Auto-pilot mode allows AI to respond automatically based on rules, intent, and training.

- Hybrid mode blends automation with human handoff when conversations become complex.

AI can answer common questions, guide people to the next step, collect information, qualify leads, and book appointments, all while maintaining conversation context and CRM awareness.

3. AI Lead Qualification & Intent Detection

Instead of sending every lead to your sales team, AI can pre-qualify prospects automatically. It asks structured questions, interprets free-text answers, scores lead quality, and routes contacts based on intent, readiness, or sentiment.

This means:

- High-intent leads get fast attention

- Low-intent leads are nurtured automatically

- Sales teams spend time on the right conversations

AI can also detect sentiment (positive, neutral, negative) and trigger the appropriate follow-up or escalation without manual rules.

4. AI Voice Agents (Optional, Advanced)

On higher-tier plans, Launch AIO includes AI voice agents that can answer inbound calls, handle missed calls, ask questions, book appointments, route callers, and follow up automatically, even after hours.

These agents are trainable, multilingual, and deeply integrated with your CRM and workflows. They’re designed to handle volume and consistency, not replace human sales or support where nuance matters.

5. AI Memory, Knowledge & Handoffs

AI inside Launch AIO isn’t “stateless.” It can remember conversation context, reference CRM data, pull answers from your knowledge base, and avoid repeating steps that have already been completed.

When needed, it can seamlessly hand conversations off to:

- A live team member

- Another AI agent

- A workflow or inbox

The customer never has to repeat themselves.

Important Billing Note: Most AI features use incremental, usage-based billing on top of your plan cost. This means you only pay for AI activity you actually use, such as messages handled, voice minutes, or AI executions. You maintain full visibility and control over usage at all times.

The Philosophy Behind AI in Launch AIO

AI in Launch AIO is not about replacing people. It’s about removing friction.

It handles speed, consistency, qualification, routing, and repetition so your team can focus on real conversations, decisions, and growth. You decide where AI helps, where humans step in, and how the two work together.

Used correctly, AI doesn’t make your business feel automated. It makes your business feel responsive, organized, and always on.

SCHEDULING, PAYMENTS & DAY-TO-DAY OPERATIONS

Does Launch AIO include scheduling and calendars?

Yes, and it goes far beyond basic booking. Launch AIO gives you powerful, flexible scheduling built directly into the platform. You can create calendars for individuals or teams, define availability rules, assign bookings automatically, and sync everything with Google and Outlook so there are no double bookings or conflicts. On top of that, confirmations, reminders, reschedules, and follow-ups happen automatically, so appointments show up and no one falls through the cracks.

Can appointments collect payments?

Yes. Launch AIO lets you turn your calendar into a revenue engine. You can require payment at the time of booking, collect deposits, or charge after an appointment is scheduled. Payments flow seamlessly through integrated checkout tools, removing friction, reducing no-shows, and ensuring you get paid without chasing invoices.

Can different users have different calendars?

Absolutely. Each user can have their own calendar, availability, rules, buffers, and permissions. You can route bookings to the right person automatically, limit who sees what, and scale from a one-person business to a multi-location team without changing systems.

The result is a scheduling experience that feels effortless for your customers and completely organized on your end, all while working quietly in the background to save time, reduce errors, and increase revenue.

What are my options for accepting payment through Launch?

Launch AIO supports multiple ways to accept payments, depending on how you sell (online checkout, invoicing, subscriptions, in-person, and more). Here’s the clean breakdown.

1) Payment providers you can connect

- Stripe

- PayPal

- Square

- Authorize.net

- NMI

- Custom payment providers (installed from the Marketplace)

2) Where you can collect payments inside Launch

- Funnels and websites

- 1-step and 2-step order forms

- One-time + recurring products

- Order bumps and upsells (provider limitations may apply)

- Invoices + Text2Pay links

- Payment links

- Scheduling and appointments

- Memberships and communities

- Online store

- Documents & contracts (invoice can be sent after signing)

- Surveys (collect payment or sell products inside a survey flow)

3) What payment methods you can offer

- If you use Stripe (most flexible)

- Cards

- Apple Pay + Google Pay

- Google Pay can show by default (where supported)

- Apple Pay requires your domain to be registered with Stripe

- Best supported on Funnels

- ACH Direct Debit (available in supported configurations)

- Buy Now, Pay Later (BNPL) for one-time purchases

- Klarna

- Affirm

- Afterpay/Clearpay

- (BNPL is typically one-time products only, not recurring)

- Additional Stripe methods may be available depending on your Stripe settings and customer location/browser (examples include Link and region-specific methods)

4) In-person / on-the-go payments (mobile POS)

- Square Tap to Pay on iPhone

- No extra hardware needed

- Works on supported iPhones with the updated mobile app

- NMI or Authorize.net mobile POS

- Accept in-person payments through the mobile app once connected and set as default

5) Tracking, receipts, and reporting

Payments, orders, subscriptions, and transactions are tracked in the platform so you can see:

- Orders

- Transactions

- Subscriptions

Refunds and payment history (based on provider setup)

We do it all!

How much customization is possible with calendars and scheduling features within Launch?

A lot, far more than most businesses ever need, and that’s one of the quiet strengths of Launch AIO.

Calendars and scheduling inside Launch AIO aren’t rigid booking links. They’re fully configurable systems that can be shaped around how your business actually operates. You can create calendars for individuals, teams, departments, services, or locations, each with its own availability rules, buffers, meeting lengths, and booking limits. You decide when people can book, how far in advance, how many appointments per day, and what happens before and after the booking.

Scheduling logic can be as simple or as advanced as you want. You can route appointments automatically based on round-robin logic, availability, service type, lead source, or qualification status. You can require forms to be completed before booking, restrict access to certain calendars, or only allow qualified leads to schedule specific appointment types. You can also set up multiple appointment types under one calendar, each with its own rules.

What really separates Launch AIO from basic schedulers is how tightly scheduling connects to automation. Every booking, reschedule, cancellation, or no-show can trigger workflows automatically. That includes confirmations, reminders, prep instructions, internal notifications, follow-ups, payment requests, onboarding sequences, or review requests. You can even change what happens based on how someone booked or where they came from.

Payments can be layered directly into the scheduling flow. You can require payment upfront, collect deposits, charge after booking, or trigger invoices automatically. This dramatically reduces no-shows and removes the need to chase payments manually.

Calendars also respect time zones, quiet hours, and user-level permissions. Each team member can have their own availability, visibility, and booking rules, while admins retain full control. Everything syncs with Google and Outlook so external calendars stay accurate and double bookings are avoided.

In short, Launch AIO calendars aren’t just about booking time. They’re about controlling flow, reducing friction, and automating what happens next. You can start with something very simple and grow into advanced routing and automation over time without rebuilding anything.

Can I add multiple users?

Absolutely. Launch AIO is built to support solo operators, growing teams, and multi-location businesses alike. You can add as many users as your organization needs and assign them roles based on their responsibilities. Whether someone only needs access to conversations, calendars, or reporting, or full administrative control, you can tailor access so everyone has what they need and nothing they don’t. This keeps your operation efficient as you grow, without creating confusion or risk.

Can I control what users can access?

Yes, and this is where Launch AIO really shines for teams. Permissions can be finely tuned to restrict access to sensitive areas like billing, data exports, settings, pipelines, or specific conversations. You can prevent users from seeing or modifying things outside their role, protect client data, and enforce internal boundaries without slowing anyone down. It gives you enterprise-level control without enterprise-level complexity.

Is there an audit trail?

Yes. Launch AIO maintains detailed logs of system actions and user activity, giving you full visibility into what’s happening inside your account. This is especially valuable for accountability, troubleshooting, compliance, and team management. You can see when changes were made, by whom, and what was updated, so nothing happens silently or without trace.

How much do additional users cost?

Nothing. Additional users are unlimited and included with your Launch AIO subscription. You don’t pay per seat, per login, or per team member, which is a major advantage as your business grows. This means you can onboard sales reps, support staff, managers, or contractors without worrying about escalating software costs. Whether you’re a one-person operation today or a multi-team organization tomorrow, Launch AIO scales with you without penalizing growth.

PRICING, USAGE & BILLING TRANSPARENCY

What plans do you offer, and what’s included in each?

Launch AIO is offered in three clear plans so you can choose the level of power, automation, and support that fits where your business is today, and where it’s going next. Every plan runs on the same core platform, the difference is how much is already built, automated, and AI-driven for you.

Essentials Plan $297/mo

This is the foundation. It’s built for business owners who want a clean, modern system that simply works without complexity. You get everything needed to run day-to-day operations in one place: a live website or funnel, CRM, unified inbox, calendars, pipelines, automations, and core workflows like lead follow-up, missed call text back, booking reminders, and basic nurturing. It’s fast to launch, easy to manage, and designed to replace multiple tools with one streamlined system. AI features are not included in this plan, which keeps it simple and affordable while still extremely powerful.

AI Workforce Plan $497/mo

This is where Launch AIO really separates itself. In addition to everything in Essentials, you unlock the AI workforce layer. That means AI chat, AI-assisted conversations, lead qualification, automated responses, booking support, review responses, and intelligent follow-up across channels. Your business can respond 24/7, engage leads instantly, qualify prospects before your team ever gets involved, and handle a large volume of conversations without adding staff. This plan is ideal for businesses that want speed, scale, and leverage without burning out their team.

Elite Plan $997/mo

The Elite plan is for businesses that want a fully customized system and ongoing hands-on support. In addition to everything in the AI Workforce plan, Elite includes advanced customization, custom workflows, deeper automation logic, priority support, and development tailored specifically to your business model. This is best for agencies, multi-location businesses, high-volume teams, or companies with unique processes that require more than standard configurations. Think of this as having a dedicated systems team behind your Launch AIO account.

A La Carte Option $197/mo

If you’re not ready to commit to a full plan, Launch AIO also offers an a la carte option. You can start with a single component, like a workflow, funnel, missed call text-back system, or lead magnet delivery, at a lower entry point. All A La Carte options include a Launch/GoHighLevel CRM with basic functionality and very limited support. This allows you to start simple and scale into a full plan later without rebuilding everything.

In short:

Essentials = clean, powerful, all-in-one operations without AI

AI Workforce = automation plus AI that works for you 24/7

Elite = fully customized systems with hands-on support

A La Carte = start small, grow when you’re ready

No matter which plan you choose, you’re not just buying software. You’re stepping into a system designed to replace chaos with structure and help your business run better every single day.

Can I upgrade or downgrade my plan later?

Yes, absolutely. You can upgrade or downgrade your Launch AIO plan at any time.

Upgrading is instant. If your business grows, you want access to AI features, or you need deeper customization, you can move to a higher plan and start using those features right away without losing any of your data, workflows, or existing setup. Everything you’ve already built stays intact.

Downgrading is just as flexible. If your needs change, you can move to a lower plan and continue using the features included in that plan through your next billing cycle. Any advanced features outside the new plan simply pause, nothing breaks and nothing is deleted. Your core CRM, conversations, contacts, and history remain safe and accessible.

The goal is to let your software adapt to your business, not force your business to adapt to software. Whether you’re scaling up, simplifying, or testing new ideas, Launch AIO gives you the freedom to adjust without friction, penalties, or long-term commitments.

Is there a long-term contract, or is it month-to-month?

Launch AIO is completely month-to-month. There are no long-term contracts and no lock-ins.

You can start, change plans, or cancel based on what makes sense for your business, not because you’re stuck in an agreement. We want you to stay because the platform delivers real value, not because a contract forces you to.

For businesses that already know Launch AIO is a long-term part of their operation, we do offer a significant discount for annual billing. Paying yearly lowers your effective monthly cost while giving you the same flexibility and access to all plan features.

In short, you get full freedom with month-to-month billing and meaningful savings if you choose to commit annually.

How Usage Costs and Carrier Fees Work

Think of Launch AIO like buying a high-performance vehicle.

Your subscription gives you the vehicle itself, the full Launch AIO software platform with powerful automation, AI, CRM, calendars, messaging, websites, funnels, and more. That part is a flat monthly cost and gives you access to everything the system can do. The carrier fees and in-app usage costs are like the fuel. You only pay for what you actually use.

When you send a text message, place a phone call, deliver an email, or run certain AI actions, those activities rely on third-party providers like phone carriers, email delivery networks, and AI processing services. These providers charge per use, and those charges are passed through at cost. They are not markup fees, and they cannot be avoided by any platform, including ours. The good news is that most businesses use very little in carrier fees. For many users, it’s only a few dollars a month unless they are running very high volumes of calls, texts, emails, or AI activity.

Current Rates (to help you understand how far a small amount typically goes):

Outbound phone calls: Starting at $0.0406 per minute ($10 ≈ 247 minutes)

Inbound phone calls: Starting at $0.04 per minute ($10 ≈ 405 minutes)

SMS messages: Starting at $0.0241 per segment ($10 ≈ 415 segments)

Emails: Starting at $0.003 per email ($10 ≈ 3,335 emails)

Workflow executions: Starting at $0.035 per execution ($10 ≈ 285 executions)

Email verification: Starting at $0.01 per email ($10 ≈ 1,000 verifications)

Content AI: $0.315 per 1,000 words or $0.21 per image ($10 ≈ 31,745 words or 50 images)

External AI models in workflows: Input: $2.10 per 750,000 words Output: $8.40 per 750,000 words

Conversation & Voice AI: $0.07 per message or $0.455 per minute of voice ($10 ≈ 145 messages or 20 voice minutes)

WhatsApp usage: Starting at $0.259 per interaction ($10 ≈ 40 interactions)

Reviews AI: $0.035 per response ($10 ≈ 285 responses)

Funnel AI: $3.96 per funnel generation ($10 ≈ 5 funnels)

Agent Studio: $1 per 750,000 words ($10 ≈ 7.5 million input words)

All rates shown are starting rates at the time this content was created. Carrier, aggregator, AI provider, or regulatory changes may increase or decrease these costs over time. You can always see your current rates and real-time usage directly inside your billing portal. If you operate at high volume and want to explore potential usage-based discounts, you’re welcome to contact management at any time.

For full details, you can also review your service agreement here:

https://launchautomation.ai/life-insurance/agreement

Our goal is full transparency. You pay for the platform, and you only pay for the fuel you actually use.

How do I get billed for carrier fees and in-app purchases, and what should I expect?

Launch AIO separates your platform subscription from carrier usage and optional add-ons, and that separation is intentional. It keeps costs fair, transparent, and aligned with how much you actually use the system.

Here’s how it works in plain terms.

Your Base Subscription

Your monthly Launch AIO plan (Essentials, AI Workforce, or Elite) covers licensing of the platform itself. This includes your CRM, automations, workflows, funnels, pipelines, dashboards, and core system features. That part is predictable and flat, it does not change month to month.

Usage-Based Costs (Carrier Fees)

Carrier fees cover real-world costs like SMS messages, phone calls, emails, voicemail drops, AI usage, and messaging infrastructure. These are not markup fees from Launch, they’re pass-through costs charged by carriers and service providers. Instead of nickel-and-diming you per message or hitting you with surprise invoices, Launch AIO uses a prepaid wallet system. When your balance runs low, the system automatically refills your account in $20 increments using the card on file. Think of it like fuel for your automations. It quietly tops itself up in the background so your follow-ups, appointment reminders, missed-call texts, and AI conversations never stop running.

Low-volume agents may go weeks or months between refills. Higher-volume agents who text, call, or automate heavily may see refills happen more often. Either way, you’re only paying for what you actually use.

You Stay in Control

You can:

- Monitor usage and balances in real time from your dashboard

- Increase or decrease refill thresholds at any time

- Add or remove optional features as your business grows

- There are no contracts, no penalties, and no surprise bills. If usage goes up, it’s because your business activity went up.

One-Time Compliance and Optional Add-Ons

Some items, like A2P 10DLC registration for U.S. messaging or phone number provisioning, are one-time carrier requirements. Optional add-ons such as AI Employee, advanced workflows, branded portals, WhatsApp messaging, or SEO tools are clearly listed and only charged if you choose to enable them.

Nothing is forced. Nothing is hidden.

Why This Model Matters for Insurance Agents

Life insurance businesses fluctuate. Lead volume changes. Campaigns turn on and off. Launch AIO’s usage-based model ensures you’re not overpaying during slower months or capped during busy ones. Your system scales with your production, not against it.

For a full breakdown of carrier fees, usage examples, and optional add-ons, click here to review the Usage, Carrier Fees & Add-Ons page.

Can I track my usage?

Yes, absolutely.

Inside Launch AIO, you have clear, real-time visibility into your usage at all times. From your dashboard, you can see exactly how many text messages, phone calls, emails, workflow executions, and AI actions you’ve used, along with the associated costs.

There’s no guessing and no surprises. You can monitor usage as it happens, review historical activity, and make informed decisions about how you want to scale or adjust your automations. This transparency makes it easy to stay in control of your spending while still taking full advantage of everything the platform can do.

Will this cost me more than my current tools?

No, for almost every business it actually costs significantly less.

Most clients are shocked when they do the math. By the time you add up a CRM, email platform, SMS tool, phone system, scheduling software, funnel builder, website hosting, automation tools, chat widgets, review software, and now AI tools, the monthly total is usually far higher than they realize.

When you switch to Launch AIO, those tools collapse into one platform. During onboarding, we intentionally ask you what software you’re currently paying for because this is where the savings become obvious. In most cases, we can show clients how to eliminate the majority of their stack immediately because Launch AIO already includes what those tools do, and often does it better, with everything working together.

With over 1,200 built-in features, Launch AIO replaces overlapping software instead of adding another subscription on top of them. The result is typically a minimum of 60% savings on monthly software costs, and often much more, before you even factor in the time saved, reduced errors, and higher conversions from having everything unified.

So the real shift isn’t spending more, it’s stopping the slow bleed from paying for disconnected tools that don’t talk to each other. Launch AIO simplifies your systems, reduces overhead, and immediately slashes your software stack costs while giving you far more capability than most businesses had before.

COMPLIANCE, SECURITY & DATA OWNERSHIP

Is Launch TCPA compliant?

Launch AIO is built to support TCPA-compliant messaging, but like any communication platform, compliance ultimately depends on how it’s used.

The system provides the tools you need to operate responsibly, including opt-in tracking, consent timestamps, quiet hours, DND controls, message logging, and automation rules that respect carrier and regulatory requirements. These features make it much easier to follow best practices and avoid common compliance mistakes.

That said, TCPA compliance starts with how consent is collected and how messaging is initiated. Because laws and regulations vary by industry and location, the business owner remains responsible for ensuring proper opt-ins and usage.

To help, we provide guidance, examples, and recommended configurations during onboarding so you’re set up the right way from the beginning. When used correctly, Launch AIO gives you a strong, compliant foundation for SMS, calling, and automated outreach without unnecessary risk.

What is A2P 10DLC and why does it matter?

A2P 10DLC stands for Application-to-Person 10-Digit Long Code. It’s the system U.S. mobile carriers now require businesses to use when sending text messages from local phone numbers. The reason it exists is simple: carriers have been overwhelmed by spam, scams, and bad actors abusing SMS, and they’ve responded by tightening the rules to protect consumers and the messaging ecosystem.

Over the last few years, spam complaints and fraudulent texting exploded. As a result, carriers like AT&T, Verizon, and T-Mobile decided that any business sending messages at scale must prove who they are, why they’re messaging, and how they obtained consent. A2P 10DLC is the framework that enforces this. Without registration, messages are far more likely to be filtered, delayed, throttled, or blocked entirely.

To get approved, carriers require specific information such as your legal business name, EIN, website, messaging use case, opt-in and opt-out language, and example messages. This allows carriers to verify that your business is legitimate, that customers have consented to receive messages, and that your content aligns with acceptable use policies.

Launch AIO guides you through this entire process. During onboarding, we collect the required details from you and submit the registration to the carriers on your behalf. If a submission is rejected, which can happen, we work with you to make corrections and resubmit until approval is achieved. While we manage and support the process, final approval is always determined by the carriers themselves and is based on business legitimacy, compliance, and messaging history.

Once approved, your messages are more reliable, deliver faster, and are far less likely to be blocked. A2P 10DLC isn’t just a formality, it’s what allows modern businesses to use SMS responsibly, at scale, and with confidence.

Can messaging be restricted by time or timezone?

Yes, and this is a critical part of responsible, effective messaging. Launch AIO allows you to set quiet hours, respect each contact’s local time zone, and control how often messages are sent. This prevents messages from going out too early, too late, or too frequently, which protects your brand, improves response rates, and reduces the risk of carrier complaints.

Instead of blasting messages on a fixed schedule, the system can intelligently wait until an appropriate time for each recipient, even if they’re in different time zones. You can also throttle message volume to avoid overwhelming contacts or triggering carrier flags. The result is outreach that feels professional, respectful, and well-timed, exactly how modern customers expect to be communicated with.

Who owns my data?

You do, always. Every contact, conversation, appointment, message, and record inside Launch AIO belongs to your business. Your data is never sold, shared, or repurposed. If you ever decide to leave, you can export your information and take it with you. Simple, transparent, and fair.

How is my data protected?

Your data is protected using industry-standard security practices designed for modern SaaS platforms. This includes encryption, role-based access controls, secure authentication, and strict isolation between accounts. Each sub-account is fully siloed, meaning your data is never mixed with another business’s data. On top of that, detailed permission controls and audit logs ensure only the right people can access sensitive information. The result is enterprise-level security without enterprise-level complexity.

Can I export my data?

Yes, at any time. Your data is always yours. You can export contacts, records, and other key information whenever you need, whether for reporting, backups, or peace of mind. We believe you should never feel locked into a platform because of your data.

What happens if I cancel?

If you decide to cancel, you’ll retain full access to Launch AIO through the end of your current billing period. During that time, you can export your data and wrap things up at your own pace. There are no surprise shutdowns or sudden lockouts. You stay because the platform delivers value, not because you’re trapped.

ONBOARDING, SUPPORT & LONG TERM SUCCESS

What support options are available?

Every Launch AIO account begins with a guided onboarding experience designed to set you up for success from day one. During your first seven days, our team uses the information you provide in onboarding to configure, customize, and deploy your system. This includes setting up your core automations, communication tools, branding elements, and foundational workflows so the platform is functional and valuable as quickly as possible.

Once that initial setup period is complete, you’ll be invited to a live Zoom onboarding call. This session is your opportunity to ask questions, see how everything works, and understand how to get the most out of your system moving forward. We’ll walk you through the platform, explain key features, and make sure you feel confident using what’s been built for you.

After onboarding, ongoing support is primarily provided through documentation, resources, and in-platform guidance. While we would love to offer unlimited free one-on-one support, it isn’t feasible due to the depth and flexibility of the platform. Launch AIO is intentionally powerful, and with that power comes an almost unlimited ability to customize websites, funnels, courses, workflows, automations, and integrations.

The good news is that Launch AIO is powered by GoHighLevel, one of the largest and most widely adopted platforms of its kind. That means an enormous amount of help is readily available. Tutorials, walkthroughs, best practices, and answers to nearly any question can be found quickly through Google, YouTube, or the GoHighLevel knowledge base. In addition, our built-in AI assistant can guide you through many common questions, surface relevant videos, and point you to the right resources instantly.

For clients who want hands-on help beyond onboarding, we offer paid support options billed hourly. This is ideal if you’d like us to build additional automations, customize funnels, create new systems, or make advanced changes for you. You can access these options anytime through the “Paid Support” section inside your platform.

Our goal is simple: build a system that works reliably out of the box, eliminate your need for multiple tools, and give you the freedom to grow without being dependent on ongoing support. The platform is designed to empower you, and when you need extra help, we’re here with clear, optional paths to get it.

Do you offer onboarding?

Yes, absolutely, and onboarding is a core part of the Launch AIO experience.

Immediately after checkout, you’ll be guided into a structured, step-by-step onboarding process designed to remove guesswork and do the heavy lifting for you. Instead of handing you a blank system and wishing you luck, we walk you through a guided onboarding survey made up of multiple short sections. Each step asks thoughtful, practical questions about your business, goals, current tools, and challenges.

This information is not collected “just to collect it.” Every answer you provide is used behind the scenes to build, customize, and connect your Launch AIO platform specifically for your business.

During onboarding, we gather details such as:

- Your business identity and contact information

- Website and domain preferences

- Social media and messaging channels

- Pain points and growth goals

- Current software you’re paying for

- Calendars, communications, and automation needs

From there, our system and team go to work.

Your sub-account is automatically created, the Launch AIO snapshot is loaded, and your business information is injected into the platform. This includes setting up your CRM, pipelines, calendars, email and SMS templates, branding, website or funnels (if selected), and core automations. We also begin required carrier processes, like A2P 10DLC registration for calling and texting, so you don’t have to navigate that complexity yourself.

Behind the scenes, we invest a minimum of 10 hours during your first week reviewing your onboarding responses, configuring your system, and making sure everything is aligned properly. Most accounts are fully up and running within about seven days, depending on complexity and any approvals required by third-party providers.

Once your initial setup is complete, you’ll be invited to a live onboarding Zoom call. During this session, we walk you through your system, explain what’s been built, answer your questions, and show you how to confidently use Launch AIO moving forward. This is where everything clicks for most clients.

From there, you’ll continue receiving helpful onboarding messages, training access, and check-ins as part of our automated onboarding journey, so you’re never left wondering what comes next.

Our goal with onboarding is simple:

To eliminate your other software, simplify how your business runs, and deliver a system that feels tailored to you, not generic. The more information you provide during onboarding, the more powerful and personalized your Launch AIO platform becomes.

In short, you don’t just “get access” to software. You get a guided launch, a customized system, and a clear path from checkout to confidence.

Is there downtime during updates?

No, not in any meaningful way.

Launch AIO is powered by GoHighLevel, a platform known for exceptional reliability and uptime. Updates are rolled out in a way that does not interrupt live automations, conversations, messaging, or customer activity. Your workflows continue running, messages continue sending, and your business keeps moving while improvements happen quietly in the background.

GoHighLevel has an excellent uptime track record. In the past several years, there have only been a handful of brief outages, and none of them lasted longer than about 30 minutes. Importantly, those rare incidents were not caused by routine updates, but by external infrastructure events that were resolved quickly.

In practical terms, this means you don’t have to schedule around updates, pause campaigns, or worry about downtime affecting your customers. The platform is built to operate like modern, enterprise-grade software, always on, always improving, without disrupting your day-to-day operations.

In short, updates make the system better, not unavailable.

How do I get started?

You can start in the way that feels most comfortable for you. Some businesses sign up immediately and explore the platform on their own. Others book a demo to see how Launch AIO fits their specific use case. If you want the smoothest and fastest path, guided onboarding is available, where our team collects information about your business and customizes the system for you. Either way, once you’re in, you’re not just getting software, you’re stepping into a system designed to simplify your operations, eliminate chaos, and help your business run better every day.

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