Optimize & Grow Your Operations

Build Smarter. Grow Faster.

Implement the technology, automations, and operational infrastructure that streamline your business, eliminate repetitive tasks, and prepare your company for scalable growth.

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Growth Implementation

We build your growth engine. These are one-time projects — once complete, your business owns the system.

Starter

Essential Business Infrastructure

$1,750
One-time investment

Build the core systems every modern business needs to operate efficiently.

Foundational CRM and lead management

  • CRM account configuration
  • One primary sales or customer pipeline
  • Contact fields, tags and lead organization
  • One calendar configuration
  • Up to two lead-capture forms
  • Basic lead-routing automation
  • Internal lead notifications
  • Basic email or SMS acknowledgment
  • System testing
  • Staff walkthrough
Choose Starter
Pro

Connected Business Operations

$2,750
One-time investment

Integrate your tools and automate daily operations to improve efficiency and customer experience.

Automated lead management and AI-assisted communication

  • Advanced CRM configuration
  • Up to two pipelines
  • Multi-step follow-up workflows
  • Email and SMS sequences
  • Conversation AI assistant setup
  • Initial AI knowledge-base training
  • FAQ and service response training
  • Lead qualification questions
  • Appointment-booking connection
  • Workflow triggers from AI conversations
  • Internal task and notification automations
  • Reporting dashboard
  • Team training and launch testing
Choose Pro
Enterprise

Complete Business Operating System

$5,000
One-time investment

Create a fully integrated back-end infrastructure designed to support long-term business growth.

Customized CRM, automation and AI operating infrastructure

  • Fully customized CRM architecture
  • Multiple department or process pipelines
  • Voice AI agent setup
  • Inbound call handling configuration
  • Call-transfer logic
  • After-hours or overflow call handling
  • Voice AI qualification and data collection
  • Post-call workflow automation
  • Advanced Conversation AI configuration
  • Multiple knowledge sources or service categories
  • Custom workflow development
  • Department and user permissions
  • API or third-party integrations
  • Internal SOP documentation
  • Executive and team training
  • Controlled launch, testing and refinement
Choose Enterprise

Growth Platform Disclosure

As part of Growth, after a one-time setup investment, you'll receive access to the Stratton Growth Platform — a centralized business operating system that manages your CRM, lead pipeline, automations, communications, scheduling, reporting, and more. In addition to your access, you will be billed separately and directly for your CRM, hosting, usage, etc. Optional optimizations can be purchased separately.

Monthly Partnership

Growth Optimization

We continuously improve what we built. After your system launches, we'll help you optimize, refine, and expand it as your business grows.

Essentials

Growth Essentials

$499/month
monthly investment

For businesses that need their CRM, lead flow and existing automations professionally monitored and maintained.

Maintain Your Core Customer Systems

  • Monthly CRM configuration review
  • Monthly form-to-CRM lead-flow test
  • Calendar and appointment-flow test
  • Review of failed or interrupted workflow activity
  • Contact routing and notification review
  • Minor workflow corrections
  • Up to one minor automation adjustment per month
  • Conversation AI response review, if active
  • Minor AI knowledge-base updates
  • Monthly system summary
  • One monthly strategy call
Choose Essentials
Growth Partner

Growth Partner

$999/month
monthly investment

For businesses actively using CRM, automations and AI to manage customer communication and internal operations.

Improve and Expand Your Customer Systems

Everything in Essentials, plus:

  • Monthly AI conversation review
  • AI prompt and instruction refinement
  • Knowledge-base additions and corrections
  • Lead qualification refinement
  • Appointment-booking logic optimization
  • Conversation escalation and human handoff improvements
  • Up to one new standard automation per month
  • Existing workflow expansion
  • Pipeline-stage and lead-movement review
  • Email and SMS follow-up refinement
  • Monthly system performance review
  • Priority system support
  • Monthly business systems meeting
Choose Partner
Executive

Executive Partner

$1,999/month
monthly investment

For businesses using multiple pipelines, departments, AI agents and connected workflows.

Operate and Evolve Advanced Business Systems

Everything in Growth Partner, plus:

  • Weekly or biweekly systems strategy session
  • Conversation AI and Voice AI management
  • Voice-agent transcript and outcome review
  • Call-routing and transfer refinement
  • AI tone, prompt and objective adjustments
  • Post-call workflow optimization
  • Multi-department pipeline review
  • Up to two new standard automations per month
  • Advanced workflow development
  • New service or process implementation
  • CRM user and permission administration
  • Department notification and assignment refinement
  • Integration monitoring
  • Quarterly systems roadmap
  • Priority implementation support
  • Dedicated systems contact
Choose Executive

Ready to Build Your Growth Engine?

Let's discuss which implementation package fits your business needs.

Book a Strategy Call
Custom Quote

Custom Systems Management

For businesses requiring ongoing support beyond a standard Growth Optimization package.

Advanced CRM administration
Custom automation development
AI conversation management
Voice AI management
API and application integrations
Data migration and organization
Multi-department systems
Custom dashboards and reporting
Team onboarding and system training
Business process consulting

Custom systems management is quoted according to system complexity, requested workload and level of ongoing involvement.