🚀  Small & Medium Business Owners

You built this business.
Now let it run without you.

You started this because you're good at your thing. At some point, your thing became managing people, chasing leads, answering phones, and wondering why you're the only one who knows how anything works.

Moving from operator to owner isn't a mindset shift. It's a systems shift. That's what we build.

Does any of this sound familiar?
✕
You are the system
Everything flows through you. Taking a vacation requires a two-week briefing packet and three backup plans.
If your business can't survive you getting food poisoning, we have work to do.
✕
Leads are falling through
Missed calls, slow follow-ups, prospects who reached out once and never heard back. Every unanswered call is revenue that didn't happen.
An AI that answers at 11pm doesn't care that you were at dinner.
✕
Your best prospects get a generic pitch
You know who your highest-value targets are. Your outreach looks the same for all of them. RapportRadar changes that.
Walk in knowing who's across the table. Every time.
✕
AI sounds great but makes zero sense
Everyone says you need AI. Nobody explains what it actually does for your specific business without the jargon.
I will explain it like you're a smart adult running a real business. Because you are.
21 Years Navy Command · Combat Veteran · Anytime Agent · SBD Ops Engine · RapportRadar™ · Real Humans Included

What we fix

The four signs your business
is running you.

We treat your business the way a good operator approaches any problem: understand the whole picture before touching anything.

01
You're the only moving part
Every decision, every process, every exception flows through you. Your business is efficient when you're there and chaotic when you're not. That's not a business — that's a job with extra steps.
If your business can't survive you getting food poisoning, we have work to do. Let's start there.
02
Leads and follow-up falling through
Missed calls, slow responses, prospects who reached out once and never heard back. You're losing business not because of your product or service — but because nobody answered.
The Anytime Agent answers every call, qualifies every lead, and follows up automatically. You focus on closing, not chasing.
03
Your CRM is a fancy address book
You have contacts. You have pipelines. Nobody's updating them, and the automations that were "set up" six months ago are either broken or firing at the wrong people.
The Ops Engine makes your CRM think. It scores, routes, and follows up without anyone babysitting it.
04
High-value prospects get the same pitch as everyone
You've got targets that could change your business. Your outreach to them looks identical to your outreach to everyone else. That's leaving significant money on the table.
RapportRadar builds a behavioral profile and writes your approach specifically for them.

The SBD Ops Engine

Multiple Tools.
One System.

Not off-the-shelf products bolted together. Configured for your business and wired into each other so everything actually works as a system.

Anytime Agent
AI voice, text & intake — while you focus on the actual work

Your Anytime Agent answers every call, qualifies every lead, and books every appointment — automatically. Missed calls get a text back in seconds. Your business is always open, even when you're not.

  • ✓
    AI voice agent — inbound calls answered 24/7Natural-sounding, not robotic
  • ✓
    Missed-call text-back — instant SMS responseTurns a missed call into a live conversation in seconds
  • ✓
    Lead qualification and routingOnly sends qualified prospects to your calendar
  • ✓
    Appointment booking — straight to your calendarNo back-and-forth, no phone tag
  • ✓
    CRM included if you need oneUnlimited contacts, pipelines, and user seats
  • ✓
    Reaction Control Sequencer (RCS)Real-time AI knowledge override — update your agent instantly, no coding required

The goal is your business making money while you're at a barbecue. This is step one toward that.

🛠️
SBD Ops Engine
Smart CRM + AI automations that think for you

Your CRM should work for you, not the other way around. The Ops Engine wires AI into your workflows — scoring leads, routing contacts, automating follow-up, and surfacing the right action at the right moment. You focus on the work. The system handles the rest.

  • ✓
    AI-powered lead scoring & triageYour highest-value prospects surface automatically
  • ✓
    Automated intake & pipeline routingNew contacts tagged, segmented, and routed on arrival
  • ✓
    Omnichannel follow-up sequencesEmail and SMS, timed and personalized automatically
  • ✓
    CRM included if you need oneUnlimited contacts, pipelines, and user seats

In the Navy, undocumented processes cost lives. In business, they cost clients and revenue. Let's fix that.

Part of the SBD Ops Engine

RapportRadar™
Deep Prospect Intelligence

Most research tools tell you what someone did. RapportRadar tells you who they are — five behavioral frameworks plus live data scraping. Then it writes your outreach matched to how that specific person actually responds.

The behavioral profile feeds directly back into the Anytime Agent chatbot — so every subsequent interaction automatically mirrors that person's communication style. The more contacts you profile, the smarter your entire system gets.

DISC Assessment
Dominance, Influence, Steadiness, Conscientiousness — how they communicate and decide
Big Five (OCEAN)
Openness, Conscientiousness, Extraversion, Agreeableness, Neuroticism — from their digital footprint
MBTI
16 personality types revealing how someone processes information and makes decisions
Enneagram
Core motivations, fears, and internal drives that influence buying and giving decisions
SWOT Analysis
Complete strategic overview of the prospect — strengths, weaknesses, opportunities, and threats
The Deep Dossier™ includes
›Full behavioral profile across all five frameworks
›Pre-written email, call script & text — each matched to their behavioral style
›Capacity estimate and background summary
›Recommended approach, timing, and ask strategy
›Chatbot interaction style auto-adjusts to match their profile on every future touchpoint
The Feedback Loop

Every profile you run makes your Anytime Agent smarter. The communication modifier from each Deep Dossier is pushed back to the voice and chat agent — so when that person calls again, the AI already knows how to talk to them. Your system gets more intelligent with every interaction.

Walk into every important conversation already knowing who's across the table. Your most experienced person, briefed in minutes, not weeks.

⚡
SBD AI
Reaction Control
Sequencer
RCS
Included in every plan

Maintain Command with the SBD AI Reaction Control Sequencer (RCS).

Never worry about your AI giving out outdated information. With the RCS, you can instantly update your agent's knowledge base with the click of a button. Running out of today's special? Changing your holiday hours? Type it in, and your AI adapts its conversations in real-time. Total control, zero coding required.

What's included

See exactly what
you're getting.

Feature
AI Launch
$597/mo
AI Growth
$997/mo
AI Command
$2,795/mo
AI Ascent
$4,995+/mo
Setup Fee — Non-Profit / Mission-Driven
$2,795 $1,995
$3,795 $2,995
~$5,995 ~$4,995
Custom
Setup Fee — For-Profit
$2,795
$3,795
~$5,995
Custom
CRM — Unlimited Contacts & Pipelines
✓
✓
✓
✓
Unlimited User Seats
✓
✓
✓
✓
AI Voice Agent — 24/7 Inbound Calls
✓
✓
✓
✓
Missed-Call Text-Back & 2-Way SMS
✓
✓
✓
✓
Website Chat-to-Text Widget
✓
✓
✓
✓
Appointment Booking
✓
✓
✓
✓
Intelligent Intake → CRM + Tags
✓
✓
✓
✓
Unified Inbox
✓
✓
✓
✓
Reaction Control Sequencer (RCS)
✓
✓
✓
✓
AI-Powered Onboarding
✓
✓
✓
✓
Reputation Manager
—
✓
✓
✓
RapportRadar™ / Deep Dossiers
—
100/mo
250/mo
500/mo
Monthly Prospect Delivery
—
50/mo*
150/mo*
Custom*
Omnichannel Outreach Sequences
—
10/mo
50/mo
100+/mo
Automated Debrief
—
✓
✓
✓
Lead Reactivation Sequence
—
✓
✓
✓
Chatbot Behavioral Adaptation
—
—
✓
✓
Account Monitor
—
—
100/mo
500+/mo RT
Target Acquisition
—
—
✓
✓
Newsfeed Signal Monitoring
—
—
—
✓
Real-Time Alerts + Priority Support
—
—
—
✓
* Usage & Overages
Voice (Anytime Agent)
Billed at $0.008/min via your communications wallet. Clients maintain a pre-paid balance that auto-recharges. "Unlimited automated minutes" refers to the platform's concurrent call capacity — telephony costs are billed separately.
SMS / Text Messages
Billed at $0.15/text. All SMS is A2P 10DLC registered and compliant. Two-way conversations, drip campaigns, and missed-call text-backs all pull from your communications balance.
RapportRadar™ / Deep Dossiers
Monthly allotment resets on your billing date. Additional dossiers: For-Profit $3.00 (Launch) or $1.50 (Growth) / Non-profit $1.95 (Launch) or $1.00 (Growth) each. Each dossier includes full behavioral profile, SWOT, and pre-written outreach scripts.

Choose your plan

Straightforward pricing.
No surprises.

All four plans include full configuration, integration, and testing before handoff. The difference is scale — how much intelligence and automation do you want working for you?

Starter
AI Launch
Intelligent automation to start taking things off your plate
$597 / month
One-time setup fee: $2,795
What's included
✓
AI Voice Agent — 24/7 inbound call handling
✓
Missed-call text-back — instant SMS response
✓
2-way SMS / AI chatbot
✓
Website chat-to-text widgetConverts website visitors to SMS conversations
✓
Appointment booking — straight to your calendar
✓
Intelligent intake → CRM with tagsWho called and why, captured automatically
✓
Unified inboxSMS, email, website chat, and social DMs in one place
✓
CRM — unlimited contacts, pipelines & seats
✓
Reaction Control Sequencer (RCS)Real-time AI knowledge override — update your agent instantly, no coding required
✓
AI-powered onboarding
Get Started with AI Launch
* Usage & Overages
Voice (Anytime Agent)
Billed at $0.008/min via your communications wallet. Clients maintain a pre-paid balance that auto-recharges. "Unlimited automated minutes" refers to the platform's concurrent call capacity — telephony costs are billed separately.
SMS / Text Messages
Billed at $0.15/text. All SMS is A2P 10DLC registered and compliant. Two-way conversations, drip campaigns, and missed-call text-backs all pull from your communications balance.
RapportRadar™ / Deep Dossiers
Monthly allotment resets on your billing date. Additional dossiers billed per overage rate shown in your plan. Each dossier includes full behavioral profile, SWOT, and pre-written outreach scripts.
Most Popular
AI Growth
Full-scale automation — let AI take everything it can handle
$997 / month
One-time setup fee: $3,795
Everything in AI Launch:
✓
AI Voice Agent — 24/7 inbound call handling
✓
Missed-call text-back — instant SMS response
✓
2-way SMS / AI chatbot
✓
Website chat-to-text widgetConverts website visitors to SMS conversations
✓
Appointment booking — straight to your calendar
✓
Intelligent intake → CRM with tagsWho called and why, captured automatically
✓
Unified inboxSMS, email, website chat, and social DMs in one place
✓
CRM — unlimited contacts, pipelines & seats
✓
Reaction Control Sequencer (RCS)Real-time AI knowledge override — update your agent instantly, no coding required
✓
AI-powered onboarding
PLUS
AI Growth Adds
✓
Reputation ManagerAutomated review requests + AI response to incoming reviews
✓
RapportRadar™ Deep Dossiers — 100/monthDISC + Big Five (OCEAN) + MBTI + Enneagram + SWOT
✓
Monthly Prospect Delivery — 50 records/month**Verified contacts loaded into CRM with outreach firing automatically
3 Core AI Automations & Workflows
✓
Omnichannel Outreach — 10 sequences/monthPersonalized email, SMS & voicemail matched to behavioral profile
✓
Automated DebriefAuto-log notes, update pipeline, draft follow-ups after calls
✓
Lead Reactivation SequenceRe-engages cold and lapsed contacts through multi-touch SMS/email/voicemail
Get Started with AI Growth
* Usage & Overages
Voice (Anytime Agent)
Billed at $0.008/min via your communications wallet. Clients maintain a pre-paid balance that auto-recharges. "Unlimited automated minutes" refers to the platform's concurrent call capacity — telephony costs are billed separately.
SMS / Text Messages
Billed at $0.15/text. All SMS is A2P 10DLC registered and compliant. Two-way conversations, drip campaigns, and missed-call text-backs all pull from your communications balance.
RapportRadar™ / Deep Dossiers
Monthly allotment resets on your billing date. Additional dossiers billed per overage rate shown in your plan. Each dossier includes full behavioral profile, SWOT, and pre-written outreach scripts.
AI Command
AI Command
Systematic intelligence and outreach at real scale
$2,795 / month
One-time setup fee: ~$5,995
Everything in AI Growth:
✓
AI Voice Agent — 24/7 inbound call handling
✓
Missed-call text-back — instant SMS response
✓
2-way SMS / AI chatbot
✓
Website chat-to-text widgetConverts website visitors to SMS conversations
✓
Appointment booking — straight to your calendar
✓
Intelligent intake → CRM with tagsWho called and why, captured automatically
✓
Unified inboxSMS, email, website chat, and social DMs in one place
✓
CRM — unlimited contacts, pipelines & seats
✓
Reaction Control Sequencer (RCS)Real-time AI knowledge override — update your agent instantly, no coding required
✓
AI-powered onboarding
✓
Reputation ManagerAutomated review requests + AI response to incoming reviews
✓
RapportRadar™ Deep Dossiers — 100/monthDISC + Big Five (OCEAN) + MBTI + Enneagram + SWOT
✓
Monthly Prospect Delivery — 50 records/month**Verified contacts loaded into CRM with outreach firing automatically
3 Core AI Automations & Workflows
✓
Omnichannel Outreach — 10 sequences/monthPersonalized email, SMS & voicemail matched to behavioral profile
✓
Automated DebriefAuto-log notes, update pipeline, draft follow-ups after calls
✓
Lead Reactivation SequenceRe-engages cold and lapsed contacts through multi-touch SMS/email/voicemail
PLUS
AI Command Adds
✓
RapportRadar™ Deep Dossiers — 250/monthOverage: $3.00 each (FP) | $1.95 each (NP)
✓
Monthly Prospect Delivery — 150 records/month**Higher volume, same automated pipeline
✓
Omnichannel Outreach — 50 sequences/month5× the volume of AI Growth
✓
Chatbot Behavioral AdaptationRapportRadar profile feeds back to your AI agent
Intelligence & Prospecting
✓
Account Monitor — 100 contacts/monthMonthly refresh: job changes, wealth events, board moves (Nyne-powered)
✓
Target Acquisition WorkflowAutomated prospect list generation from public financial & business data
Get Started with AI Command
* Usage & Overages
Voice (Anytime Agent)
Billed at $0.008/min via your communications wallet. Clients maintain a pre-paid balance that auto-recharges. "Unlimited automated minutes" refers to the platform's concurrent call capacity — telephony costs are billed separately.
SMS / Text Messages
Billed at $0.15/text. All SMS is A2P 10DLC registered and compliant. Two-way conversations, drip campaigns, and missed-call text-backs all pull from your communications balance.
RapportRadar™ / Deep Dossiers
Monthly allotment resets on your billing date. Additional dossiers billed per overage rate shown in your plan. Each dossier includes full behavioral profile, SWOT, and pre-written outreach scripts.
AI Ascent
AI Ascent
Real-time intelligence. Full-scale activation.
$4,995+ / month
One-time setup fee: Custom — scoped to your needs
Everything in AI Command:
✓
AI Voice Agent — 24/7 inbound call handling
✓
Missed-call text-back — instant SMS response
✓
2-way SMS / AI chatbot
✓
Website chat-to-text widgetConverts website visitors to SMS conversations
✓
Appointment booking — straight to your calendar
✓
Intelligent intake → CRM with tagsWho called and why, captured automatically
✓
Unified inboxSMS, email, website chat, and social DMs in one place
✓
CRM — unlimited contacts, pipelines & seats
✓
Reaction Control Sequencer (RCS)Real-time AI knowledge override — update your agent instantly, no coding required
✓
AI-powered onboarding
✓
Reputation ManagerAutomated review requests + AI response to incoming reviews
✓
RapportRadar™ Deep Dossiers — 100/monthDISC + Big Five (OCEAN) + MBTI + Enneagram + SWOT
✓
Monthly Prospect Delivery — 50 records/month**Verified contacts loaded into CRM with outreach firing automatically
3 Core AI Automations & Workflows
✓
Omnichannel Outreach — 10 sequences/monthPersonalized email, SMS & voicemail matched to behavioral profile
✓
Automated DebriefAuto-log notes, update pipeline, draft follow-ups after calls
✓
Lead Reactivation SequenceRe-engages cold and lapsed contacts through multi-touch SMS/email/voicemail
✓
RapportRadar™ Deep Dossiers — 250/monthOverage: $3.00 each (FP) | $1.95 each (NP)
✓
Monthly Prospect Delivery — 150 records/month**Higher volume, same automated pipeline
✓
Omnichannel Outreach — 50 sequences/month5× the volume of AI Growth
✓
Chatbot Behavioral AdaptationRapportRadar profile feeds back to your AI agent
Intelligence & Prospecting
✓
Account Monitor — 100 contacts/monthMonthly refresh: job changes, wealth events, board moves (Nyne-powered)
✓
Target Acquisition WorkflowAutomated prospect list generation from public financial & business data
PLUS
AI Ascent Adds
✓
RapportRadar™ Deep Dossiers — 500/monthOverage: $3.00 each (FP) | $1.95 each (NP)
✓
Monthly Prospect Delivery — custom volumeScoped to your market and target criteria
✓
Omnichannel Outreach — 100+ sequences/month
Real-Time Intelligence
✓
Account Monitor — real-time alerts on 500+ contactsFires same day — job change, funding, wealth signal detected
✓
Newsfeed signal monitoringLinkedIn, news, social — know when your prospect makes the news
White-Glove Service
✓
Priority support + dedicated optimizationDirect line, fastest response, monthly strategy review
✓
Custom workflow builds includedWe build it. You run it.
Get Started with AI Ascent
* Usage & Overages
Voice (Anytime Agent)
Billed at $0.008/min via your communications wallet. Clients maintain a pre-paid balance that auto-recharges. "Unlimited automated minutes" refers to the platform's concurrent call capacity — telephony costs are billed separately.
SMS / Text Messages
Billed at $0.15/text. All SMS is A2P 10DLC registered and compliant. Two-way conversations, drip campaigns, and missed-call text-backs all pull from your communications balance.
RapportRadar™ / Deep Dossiers
Monthly allotment resets on your billing date. Additional dossiers billed per overage rate shown in your plan. Each dossier includes full behavioral profile, SWOT, and pre-written outreach scripts.
Premium Coaching
Limited Availability

Premium Coaching
(with a real-life Human)

When the problems feel bigger than just software fixes.

For leaders who want to not only fix their processes and systems, but who want to show up differently — in their business and in their life.

Premium coaching goes beyond operations. It's high-level accountability, one-on-one coaching, and the kind of honest conversation most consultants won't have with you. This is not for the faint of heart.

This is for the people who are done playing small.

What's included
✓
Commander's Intent — clear goals, clear ownership
✓
Role definition and accountability structure
✓
Strategic growth planning and positioning
✓
Ongoing advisory — not a quick fix nor a one-time PowerPoint and a goodbye

The Navy required a lot of PowerPoint. A lot. AI handles that part now — so we can spend our time on the things that actually move you forward.

Pricing is custom based on scope. Start with a free consultation.
Inquire About Premium Coaching

The process

Four steps.
No surprises.

1
Intel Assessment
We look at what you have, what's broken, what deserves saving, and what should probably just be put out of its misery.
Translation: a real conversation, no sales pitch.
2
Commander's Intent
We define where you want to go and agree on what success looks like for your business specifically.
Translation: same page before we touch anything.
3
Deploy the Engine
We build, configure, and launch your system. You see results, not deliverables.
Translation: we do the work. You see the difference.
4
Sustainment
Ongoing optimization and a real human to call when something acts weird. We stay involved — that's the point.
Translation: we don't vanish after month one.

Your business should make money
while you're at a barbecue.

That's not a metaphor. That's the plan. First conversation is free.

No commitment. No jargon. No unnecessary upsells.

Book your intel assessment →