Growth System

Growth System

Optimize & Grow Your Operations

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

No obligation — see exactly how we can optimize your operations.

Growth Implementation CRM Configuration • Sales Pipelines • Contact Fields & Tags • Calendar Configuration • Lead-Capture Forms • Automation Workflows • Lead-Routing Automation • Lead Notifications • Email & SMS Sequences • System Testing & QA • Staff Walkthrough • Advanced CRM Configuration • Multi-Step Sequences • Conversation AI Assistant • AI Knowledge Base • FAQ & Response Training • Lead Qualification Logic • Appointment Booking • Automation & AI Workflow Triggers • Task Automations • Reporting Dashboards • Voice AI Agents • Call Handling & Transfers • After-Hours Call Workflows • Multi-Pipeline Configuration • Department Permissions • Third-Party Integrations • SOP Documentation • Custom Reporting • Team Training •

Growth Implementation

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

Essential Business Infrastructure

$2,500
One-Time Investment

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

Foundational CRM and lead management

  • CRM account configuration
  • 1 primary sales or customer pipeline
  • Contact fields, tags and lead organization
  • 1 calendar configuration
  • Up to 2 lead-capture forms or surveys
  • Up to 3 foundational automation workflows
  • Basic lead-routing automation
  • Internal lead notifications
  • Basic email or SMS acknowledgment sequences
  • System testing and quality assurance
  • Staff walkthrough and launch support

Best for: Businesses establishing a professional CRM, lead-management and automation foundation.

Connected Business Operations

$5,250
One-Time Investment

Connect your customer journey, automate follow-up and introduce AI-assisted communication across your operations.

Automated lead management and AI-assisted communication

  • Advanced CRM configuration
  • Up to 2 sales or customer pipelines
  • Up to 2 calendar configurations
  • Up to 4 forms or surveys
  • Up to 8 custom automation workflows
  • Multi-step email and SMS sequences
  • 1 Conversation AI assistant
  • 1 AI knowledge base configuration
  • FAQ and service-response training
  • Lead qualification and routing logic
  • Appointment-booking connection
  • Workflow triggers from AI conversations
  • Internal task and notification automations
  • Reporting dashboard configuration
  • System testing and quality assurance
  • Team training and launch support

Best for: Businesses ready to automate lead management, follow-up, booking and customer communication within one connected system.

Choose Operations

Complete Business Operating Systems

$8,500
One-Time Investment

Build a sophisticated operating infrastructure connecting CRM, automation, AI, communications and internal business processes.

Customized CRM, automation and AI operating infrastructure

  • Fully customized CRM architecture
  • Up to 4 department or process pipelines
  • Up to 4 calendar configurations
  • Up to 8 forms or surveys
  • Up to 15 advanced automation workflows
  • Up to 2 configured AI agents
  • Voice AI agent setup and configuration
  • Inbound call handling and call-transfer logic
  • After-hours or overflow call workflows
  • Voice AI qualification and data collection
  • Advanced Conversation AI configuration
  • Up to 3 AI knowledge sources or service categories
  • Advanced lead qualification and routing
  • Post-call and customer-journey automation
  • Up to 3 standard third-party integrations
  • Department and user permissions
  • Internal SOP documentation
  • Custom reporting and performance dashboards
  • Executive and team training
  • Controlled launch, testing and refinement

Best for: Growing organizations requiring a highly integrated operating system across multiple processes, teams and customer touchpoints.

Custom Systems

Custom Quote
Built Around Your Business

For organizations with complex operations, specialized requirements or systems that extend beyond our standard Growth packages.

Scoped around your existing technology, operations and goals

  • Custom CRM and systems architecture
  • Complex multi-pipeline configuration
  • High-volume or advanced workflow development
  • Custom Conversation AI solutions
  • Voice AI and intelligent call workflows
  • Advanced lead qualification and routing
  • Multi-department automation
  • Custom customer-journey architecture
  • Advanced API and third-party integrations
  • Existing system and data-migration planning
  • Advanced internal operations automation
  • Custom reporting and performance dashboards
  • User roles, permissions and team configuration
  • Custom SOP and process documentation
  • Team and leadership training
  • Launch support and system refinement
  • Dedicated systems strategy and implementation planning

Need something more specific? Individual Growth services, including email & SMS marketing, automation setup, CRM configuration, and other standalone solutions may be quoted separately based on scope.

Every Custom Systems engagement is individually scoped and priced based on system complexity, integrations, automation requirements, migration needs and overall implementation architecture.

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.

Package capacities define the standard implementation scope. Requirements exceeding included pipelines, workflows, integrations, AI configurations or other system capacities may require a higher package or Custom Systems engagement. Third-party software, platform, messaging, AI usage and integration fees are not included unless specifically stated.

Growth Optimization CRM Configuration Review • Lead-Flow Testing • Appointment-Flow Testing • Workflow Failure Review • Contact Routing Review • Workflow Corrections • Automation Adjustments • Conversation AI Review • Knowledge-Base Updates • Monthly System Summaries • Monthly Strategy Calls • Improve & Expand AI Prompt Refinement • Lead Qualification Refinement • Booking-Logic Optimization • Escalation & Handoff • New Automations • Workflow Expansion • Pipeline-Stage Review • Follow-Up Refinement • Performance Reviews • Priority Support • Systems Meetings • Advanced Systems Voice AI Management • Call-Routing Refinement • Multi-Department Review • Advanced Workflow Development • Integration Monitoring • Quarterly Roadmaps • Email & SMS Marketing • Funnel Optimization • API Integrations • Custom Reporting • Dedicated Systems Contact •

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.

Essential Business Infrastructure

$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

Connected Business Operations

$1,249/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 Essential Business Infrastructure, 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 Operations

Complete Business Operating Systems

$1,999/month
monthly investment

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

Operate and Evolve Advanced Business Systems

Everything in Connected Business Operations, 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

Custom Growth Management

Custom Monthly Quote
Built Around Your Business

Ongoing management tailored to your business, goals, and exact scope — from focused standalone support to advanced, multi-system management.

May Include

  • Email Marketing & Campaign Management
  • SMS Marketing & Customer Outreach
  • CRM Management & Optimization
  • Automation Monitoring & Improvements
  • Lead Nurture & Follow-Up Systems
  • Funnel & Workflow Optimization
  • AI & Voice AI Management
  • API & Third-Party Integrations
  • Multi-Department CRM Management
  • Custom Reporting & Performance Reviews

Need something more specific? Individual services and smaller ongoing scopes can also be custom quoted based on your exact needs.

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
Need something custom?
Request Custom Quote

Custom Quote Disclosure

Custom systems management is quoted according to system complexity, requested workload and level of ongoing involvement. For businesses requiring support beyond a standard Growth package, a custom quote can be obtained by requesting one through our contact page.