Uplevel AI Packages
Setup Mode
Client Information
Review and update company details
Company Details
Office Locations
No offices added
Services & Current Funnel Metrics
| Service | Avg. Ticket | Sale Rate | Actions |
|---|
Add services using the button above
Sales Team Targets
Configure sales capacity and current performance
Demos Per Rep Per Day
Team Demo Capacity
Monthly Current
116
Monthly Capacity
198
Demo Capacity:83
5 day work week × 3 reps
AI Site Agent
AI Leads
AI Agent
Program Summary
Complete overview of your selected business upgrades
Initial Setup
| Setup Component | Included |
|---|---|
| Website Build | ✓ |
| CRM Integration | ✓ |
| Calendly Syncing | ✗ |
| Siro Integration | ✗ |
| Call Scripting | ✗ |
| AI Agent Training | ✗ |
One-Time Setup Fee$0
Monthly Investment
| Subscription | Cost |
|---|---|
| AI Website + SEO | $850 |
| AI Lead Campaigns | $0 |
| 24/7 AI Agent | $0 |
Total Monthly Cost$0
AI Leads Investment$0
Marketing Investment$0
Funnel Forecast
0
Raw Leads
0
Appointments
0
Sales
$0
Revenue
| Conversion Step | Rate |
|---|---|
| Lead → Set | 0% |
| Set → Issue | 0% |
| Issue → Demo | 0% |
| Demo → Sold | 0% |
Spend to Sales Ratio
NaN%
Marketing investment as % of revenue
Setup Costs Configuration
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