A Relationship Operating System,

Built to Last

We don't just hand you a login and wish you luck. Our process separates the intensive, one-time work of building your system from the ongoing partnership required to manage and grow it.

Limited Availability

Founder Client Program

We are currently accepting 12 founding clients. In exchange for your feedback and permission to build a case study around your results, you receive our lowest possible implementation pricing.

*Eligibility: Open exclusively to small business owners in operation for 3 years or less.

The Evergreen Client Journey

01

Discovery

I audit your current workflows and identify where relationships are slipping through the cracks.

02

ERMS Foundation™ Implementation

I build, customize, and test your complete Relationship Operating System.

03

Launch

I train your team and transition your daily operations into the new system.

04

Ongoing Relationship Management

I provide the platform, support, and strategic advisory to keep you growing.

Established Businesses

ERMS Foundation™ Implementation

A one-time investment to build your Evergreen Relationship Management System. We don't just give you software; we architect the workflows that protect your most valuable asset.

Founder Pricing Starting At

$2,997 one-time

Future Standard Pricing: $4,997 - $6,497

What's Included:

Business Workflow Discovery & Strategy
Custom Relationship Operating System Design
CRM & Pipeline Configuration
Lead Response Automation
Client Onboarding System
Calendar & Scheduling Integration
Communication Automation
Forms, Surveys & Data Collection
Data Migration & System Setup
AI & Automation Configuration
Team Training & Launch Preparation
30 Days of Priority Post-Launch Support

Includes Executive Strategy

Every ERMS Foundation™ implementation includes a dedicated strategy session with our Executive AI Advisory Team to discuss your business goals, identify growth opportunities, and establish the strategic direction for your Relationship Operating System.

Startup Businesses

ERMS Sprouting Startup™

If you're just getting started or launched your business in the last year, or getting your first system in place, this is where you start. We build the essentials of your Relationship Operating System without the discovery, migration, and training a full Foundation build requires. You don't have years of workflows to untangle. You just need to start right.

Founder Pricing Starting At

$1,997 one-time

Future Standard Pricing: $2,497 - $2,997

What's Included:

Sprouting Startup Setup Call
Missed-Call Text-Back & Reminders
Calendar & Scheduling Integration
Voice AI Assistant
Core CRM & Pipeline Configuration
Lead Response Automation
One Lead Capture Form
14 Days of Post-Launch Support
Evergreen Relationship Management System Training

Requires ERMS Essential™

ESprouting Startup covers the build. ERMS Essential ($249.97/mo) keeps the platform live and supported. Upgrade to ERMS Foundation™ anytime as your business grows, and we'll credit your Sprouting Startup investment toward the difference.

Ongoing Platform & Support

Once your ERMS Foundation is built, choose the platform tier that fits your growth stage.

MOST POPULAR

ERMS Essential™

Best for solo professionals needing core automation.

$249.97/mo

  • Full CRM access & automated workflows
  • AI Voice Receptionist (Valerie)
  • Calendar & booking system
  • Email & SMS capabilities
  • Standard email support

ERMS Growth™

Best for growing teams needing advanced intelligence.

$397.97/mo

  • Everything in Essential
  • Advanced Relationship Intelligence rules
  • Advanced and custom workflows
  • Custom reporting dashboards
  • Priority support & monthly check-ins

ERMS Strategic™

Best for mature organizations requiring custom architecture.

Custom Pricing

  • Everything in Growth
  • Multi-location architecture
  • Custom API integrations
  • Dedicated account manager
  • Ongoing Executive AI Advisory Team guidance

Strategic Advisory Services

Targeted consulting engagements to optimize your operations and compliance.

Business Workflow Review

$197

Founder Pricing

A comprehensive audit of your current processes to identify gaps and automation opportunities.

Future Pricing: $397 - $497

Workflow Optimization

$297

Founder Pricing

Hands-on restructuring of an existing workflow to improve efficiency and conversion.

Future Pricing: $497 - $697

AI Strategy Session

$497

Founder Pricing

Deep-dive consulting to align AI capabilities with your specific business objectives.

Future Pricing: $797 - $997

A2P 10DLC Compliance

$297

Founder Pricing

Hands-on restructuring of an existing workflow to improve efficiency and conversion.

Future Pricing: $497 - $597

Ready to Build Your Relationship

Engine?

Connect with our advisory team to determine which tier is right for your

organization.

Frequently Asked Questions

Your ERMS Foundation™ Implementation covers the planning, design, and build of your system. The monthly plan keeps it running - GH365 platform access, training, technical support, workflow optimization, CRM management, and strategic guidance. Businesses evolve, teams grow, and GH365 keeps releasing new capability - the monthly plan makes sure your system evolves with all of it.
Essential is built for small businesses, coaches, consultants, financial professionals, and professional service firms that want a fully managed Relationship Operating System with ongoing support. Growth includes everything in Essential plus advanced automation, multi-pipeline management, enhanced reporting, and quarterly strategy sessions - built for businesses adding team members or scaling operations. Strategic is a custom-built system for organizations with multiple business units, department-specific automations, and enterprise-level requirements.
We're inviting 12 Founding Clients - small business owners in business 3 years or less - to preferred pricing in exchange for collaboration. That means sharing feedback as you use the system, providing testimonials, and giving us permission to develop case studies based on your results. In return, you get early access to ERMS and long-term pricing advantages before rates increase.

Not sure where to begin?

Let's map out exactly where your relationships are slipping through the cracks.

Relationship Intelligence is the philosophy.

ERMS is the operating system.

Get Started

Ready to transform your business with AI?

Book Your Strategy Session

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