Secure Whop Checkout
AI Operations Install
A 3-month setup that organizes company email, jobs, bids, billing, and follow-up inside a custom project management system.
What you are buying
We build the operating system, connect the approved company inboxes, and install AI employees that help the team stay on top of bids, invoices, and customer/vendor replies.
Go to secure checkout- Payment
- $2,500
- Schedule
- Every 2 weeks
- Duration
- 3 months
- Installments
- 6 total
Full-stack install
Simple version: we turn messy operations into organized work, then give the team AI helpers that keep the work moving.
- Email intake: ingest approved company email history and new inbound emails into the custom project management system.
- Operations workspace: organize customers, vendors, jobs, estimates, invoices, deadlines, notes, and follow-ups in one place.
- Lead and job routing: turn bid requests, service questions, open jobs, and next steps into assigned tasks.
- Bidding AI employee: read bid emails, summarize the scope, flag missing details, draft questions, and prepare follow-up emails.
- Billing AI employee: help with invoice prep, payment reminders, account status checks, and overdue follow-up.
- Email follow-up AI employee: sort inboxes, draft replies, remind the right person, and keep customer and vendor conversations moving.
- Dashboards: show open bids, delayed replies, active jobs, unpaid invoices, and work that needs attention.
- SOPs and permissions: document the process, set access rules, and make sure the team knows what each AI employee can and cannot do.
- Quality checks: review drafts, prevent bad handoffs, and tune the system before it becomes part of daily operations.
- Training and optimization: improve the prompts, workflows, automations, and team handoff during the full 3-month rollout.
3-month rollout
- Weeks 1-2: connect approved email sources, map the current workflow, and set up the project management system.
- Weeks 3-6: build the bidding, billing, and email follow-up AI employees and test them on real work.
- Weeks 7-10: tighten automations, dashboards, alerts, and team review steps.
- Weeks 11-12: train the team, clean up edge cases, and hand off the operating process.
Next step: project start
After checkout, the first goal is to understand how work moves today and get approved access so the ingest can begin.
- Process mapping session: we map how leads, bids, billing, vendor replies, customer follow-ups, and job handoffs work right now.
- Access checklist: we collect approved access to company email accounts, shared inboxes, website/server or hosting admin, and any files needed for bids, invoices, or job tracking.
- Email and server ingest: we start pulling approved email history, inbound messages, files, and workflow context into the custom project management system.
- Operations cleanup: we sort the ingest into customers, vendors, jobs, open bids, unpaid invoices, and follow-up tasks.
- First AI employee drafts: we test the first bidding, billing, and follow-up drafts with human review before anything becomes automated.
AI Operations Install
Six biweekly payments
$2,500 x 6
Loading secure checkout...
If the embedded checkout does not load, open the secure checkout directly.
Open Whop Checkout