Setup
Setup is one month’s fee, paid once. The live restaurant and HVAC packages keep their own setup fees.
automation price list // priced per automation
Prices for every automation.
Each automation has its own monthly price, starting at $300. The live restaurant and HVAC packages are priced separately. Start with one and add more when it earns its place. Setup is one month’s fee, paid once, and there is a three-month minimum.
- From $300/month
- Three-month minimum
- Usage billed at cost
// the price list
What each automation costs per month.
| Automation | Price | Status |
|---|---|---|
| Missed-call text-back | $500/month | Built to order |
| Speed-to-lead | $500/month | Built to order |
| Appointment confirmation chain | $500/month | Built to order |
| Estimate follow-up | $300/month | Built to order |
| Quote and estimate pipeline | $700/month | Built to order |
| Estimate desk | $300/month | Built to order |
| Job close-out | $700/month | Built to order |
| Review requests | $500/month. Reputation recovery add-on: $250/month. | Built to order |
| Customer reactivation | $300/month | Built to order |
| Maintenance-plan list and seasonal texts | $300/month | Built to order |
| Whole-loop back-office bundle | $2,000/month. Bought separately: $2,900/month. | Built to order |
| Lead follow-up system | $1,100/month. Bought separately: $1,500/month. | Built to order |
| Restaurant VIP text club | $297/month founding for the first three restaurants, then $397/month. $500 setup. | Kit ready |
| HVAC website and follow-up package | $2,500 setup + $500/month. | Built to order |
On a narrow screen, swipe the table sideways to see every column.
The whole-loop bundle runs Speed-to-lead, Quote and estimate pipeline, Appointment confirmation chain, Job close-out and Review requests in one rollout for $2,000 a month. Bought separately, those five cost $2,900 a month.
The lead follow-up system runs Speed-to-lead, Quote and estimate pipeline and Estimate follow-up in one rollout for $1,100 a month. Bought separately, those three cost $1,500 a month.
Later, not offered yet and with no price: AI voice receptionist and Owner assistant.
// terms
How the pricing works.
Minimum
Three-month minimum on every automation.
Usage
Phone, SMS, CRM and software usage is billed at cost.
Not included
Paid advertising is excluded.
// live package // HVAC
HVAC website and follow-up package
$4,000 in package fees for the first three months: $2,500 setup plus three monthly payments of $500. That includes the agreed HVAC website, missed-call response workflow and ongoing management. Phone, SMS, CRM and other software usage, your staff’s time and other applicable costs are additional.
- $2,500 setup
- $500 monthly management
- Three-month minimum
- Founding client #1–3: founder-built, monthly rate locked while the engagement stays active
This combined package fits a contractor who needs website and inquiry-response work, with a named person to follow up. Missed-call text-back is also available on its own from $500 a month; the Missed-call text-back card says what that stand-alone version covers. The first three clients get a founder-built implementation and retain the $500 monthly rate and agreed on-page and technical SEO maintenance while active. There are no HVAC case studies yet; publishing a named case study is agreed separately.
// total cost over the same period
What is the full HVAC package cost?
The first three months of the published HVAC offer cost $4,000 in package fees: $2,500 setup plus three monthly payments of $500. The scoped website is already included. Phone, SMS, CRM and other software usage, your team’s follow-up time and any other applicable costs are additional.
| Line item | How to budget it |
|---|---|
| Setup and website | $2,500 once, including the scoped website. Compare the named pages, copy inputs, forms, final files and migration or redirects. Confirm domain and hosting access; do not add the same website cost again. |
| Monthly management | $500 × the number of months, with a three-month minimum. Compare the actual website, workflow and SEO maintenance tasks, approval process and limits. |
| Usage and software | Use the actual phone, SMS, carrier, CRM and scheduling quotes. Record units, included allowances, overages and billing responsibility. |
| Your staff’s time | Monthly hours for callbacks, queue review and exceptions × the full cost per staff hour. Name the person responsible for each inquiry and for confirming appointments. |
| Access and handover | Compare account control, agreed website files, data export, license terms and offboarding work. Confirm any quoted handover costs before signing. |
| Other applicable costs | Include quoted registration, taxes, onboarding or scope changes if applicable. Paid advertising remains outside this package. |
On a narrow screen, swipe the table sideways to see every column.
For a live answering quote, use the same period and add its actual setup, coverage, call or minute charges and staff handoff time. Include a separate website only if you need one. The answering service versus text-back comparison helps decide which responsibilities to buy.
Looking for restaurant pricing? That is a separate offer with its own message allowance and payback worksheet.
// setup scope
What does the $2,500 setup cover?
Conversion-focused HVAC website
The agreed pages, service and coverage copy, mobile contact paths and final files. Review website scope and examples.
Response workflow
Missed-call and after-hours text back, subject to verified phone access and approved operating rules. Check the response-workflow fit.
Approved handoff
Agreed questions, inquiry fields, a named follow-up owner and a tested human or booking handoff.
Reviewable foundation
Lead-status dashboard, initial on-page and technical SEO foundation, and acceptance checks for the agreed scope.
// ongoing terms
$500 monthly management after the $2,500 setup.
The offer has a three-month minimum and is available to the first three clients. The monthly management scope is limited to ongoing management of the agreed website-to-lead-response system. Those clients retain the $500 monthly rate and agreed on-page and technical SEO maintenance while active.
Bounded SEO maintenance: included SEO means on-page and technical maintenance within the agreed site scope. It does not include unlimited pages, backlink purchasing, fabricated listings, or unbounded content production.
Monthly management tasks
Review agreed workflow states and visible failures, maintain the scoped website, apply approved rule or copy changes within scope, and complete the agreed on-page and technical SEO maintenance.
Client responsibilities
Provide accurate services and coverage, approved messaging and consent rules, required account access, a named human owner, timely approvals, and payment for third-party usage.
// billing and scope boundary
What is not included in the fee?
Usage is separate
SMS, phone, CRM, and other software usage is billed separately.
Advertising is excluded
Paid advertising is excluded.
Agreement controls scope. The signed agreement controls the final client-specific scope, and booking a call is not acceptance of an engagement.
// changes, data, and exit
What happens if we change scope or leave?
Change control
A request outside the agreed pages, integrations, rules, reporting, or maintenance boundary is scoped in writing. Any price or timeline change requires approval before the added work begins.
Data ownership, reusable components, and access
Client-supplied business data remains client data. That covers customers and contacts, inquiry records, qualification answers, workflow-event logs, exports, and analytics that come only from the client's operations. Efficient Technologies LLC keeps ownership of its pre-existing templates, reusable workflow components, and general methods. It also authors the client-specific configuration, and the client gets an agreement-defined right to use it for the whole engagement. License, export, retention, and offboarding details live in the signed agreement. This is a pre-sale summary of the working boundary, not a replacement for the agreement, and not legal advice.
Offboarding
At the agreed end date, active work stops, available client data and agreed website files are handed over, and access-removal or credential-rotation steps are documented. Provider retention and legal obligations still apply.
After the founding-client tier
No successor price or tier is published. The first three clients retain the stated $500 monthly rate while active under the offer; later clients receive the current written scope and price before engagement.
Demand-generation boundary. Active advertising, backlink acquisition, and ongoing demand generation are excluded. Monthly work maintains the agreed website-to-lead-response system; it does not promise traffic or new demand.
// payment terms
Billing, cancellation and refunds
How billing works
Each engagement starts with a signed agreement that sets the scope and price. We invoice through Stripe. Invoices are due 7 days after they are sent and can be paid by card or ACH bank debit. The setup fee is invoiced before work starts. Monthly management is billed monthly in advance. Prices are in US dollars and exclude any applicable taxes, which are added where required. Phone, SMS, CRM and other software costs are billed separately at cost, beyond any usage a package says is included.
Cancelling
Monthly management has a three-month minimum. You can give notice at any time, by email to tarik@efficientautomate.com. Cancellation takes effect at the end of the billing month (the month a monthly invoice covers) in which the 30-day notice period ends, but not before the three-month minimum is over. If you cancel before work starts, no monthly fees are due. Once work has started, you pay for the full minimum whenever you give notice.
Refunds
The setup fee is refundable in full if you cancel before work starts. Work starts at the earlier of the kickoff call or three business days after the setup invoice is paid. Once work has started it is not refundable, because the work is built to order. Monthly fees for a month already started are not refunded. If we fail to deliver the agreed service, we will correct it or credit the affected month.
Questions or a billing problem?
Email tarik@efficientautomate.com before disputing a charge, and we will work it out with you.
// inspect the system
Review the work and the evidence boundary.
// practical example
What would a scoped delivery look like?
An illustrative HVAC scope could list the agreed service pages, the existing business-number check, approved text templates, the office’s inquiry record and the acceptance checklist. The signed scope sets the actual pages, supported tools and acceptance steps.
Monthly review separates eligible inquiries, replies, assigned follow-up, confirmed bookings and unresolved exceptions. Provider usage and management fees appear separately. See the office-record example and measurement worksheet.
Founding clients supply accurate business details, account access, approvals and a person to handle inquiries. Publishing a named customer result requires a separately agreed, measured record and permission.
Pick one automation to start.
Bring the part of the day that costs you the most, and we will say which automation fits and what it needs.
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