Turn Every Call, Text, and DM Into a Booked Appointment...Automatically.

Scale & Success AI answers inbound conversations instantly, follows up intelligently, and books appointments for you — without hiring more staff.

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Your New AI-Powered Business Operating System

AI Receptionist

AI Chat & Support

Unified Inbox

Automated Follow-Up

Reputation Management

Why I Built This (And Why I'm Obsessed With Making Sure You Don't Make My Mistake):

See this stack?

That's over 300 referral sheets from my days as a head speaker and trainer for Tony Robbins. I did this for 8 years. Delivered over 5,000 trainings. Spoke 3-5 times per day.

Each one of those sheets had 3-5 qualified leads written on it. Do the math - that's somewhere between 900 and 1,500 people who were referred to me personally because someone in the room believed in what I did.

Want to know how many I followed up with?

Basically zero.

I was too busy delivering. Too busy speaking. Too busy being "successful" to actually grow my success.

When I look at that photo, I feel two things simultaneously:

Pride - because I was making a real impact, changing lives, doing work that mattered.

Shame - because I left so much on the table.

So much potential. So many people I could have helped.

I lived the "if only..." so you don't have to.

The Problem Isn't That You're Not Good Enough...

After 20 years in marketing and consulting, and working with thousands of business owners, I've seen the same pattern over and over:

You're not failing because you lack skill, talent, or drive.

You're stuck because you're doing everything yourself - and there's a hard ceiling on how much one person can do.

You're the technician AND the marketer AND the salesperson AND the follow-up person AND the customer service rep.

Meanwhile:

  • Leads come in while you're with a client (and go cold by the time you respond)

  • Referrals get written down but never contacted

  • Your phone becomes a leash you can't escape

  • You work harder but revenue plateaus

  • You dream about growth but can't find the time to make it happen

Sound familiar?

The feast-famine cycle isn't a business model. It's a trap.

And the worst part? You know you're capable of more.

You can see the potential.

You just can't figure out how to break through without cloning yourself.

What If You Had a Team That Never Slept, Never Forgot, and Never Let a Lead Go Cold?

That's exactly what Scale & Success AI does.

But here's what makes it different from every other "AI tool" or "automation platform" you've seen:

This isn't just a chatbot. It's a complete business operating system.

FULL BUSINESS PLATFORM

(Powered by GoHighLevel)

You get the same underlying system agencies charge $2,000–$5,000 to set up — already configured, integrated, and ready to use.

Everything lives in one place: conversations, follow-up, scheduling, and tracking.

No duct-taping tools. No tech overwhelm. Just a system that works out of the box.

AI AUTOMATION ACROSS EVERY CHANNEL

Calls, texts, chat, email, and DMs are all handled automatically — instantly and consistently.

AI responds, follows up, and qualifies leads the moment they reach out.

No more missed messages. No more cold leads. Every opportunity gets handled.

WE BUILD IT ALL FOR YOU

You don’t start with a blank screen. We pre-build the workflows, AI agents, follow-up, and scheduling logic.

You skip weeks (or months) of setup, testing, and trial-and-error.

You get results faster — without becoming a tech expert or hiring more staff.

Ready to get started?

A Complete Foundation — Not a Patchwork of Tools

You’re not starting with a lightweight tool that you’ll outgrow in six months.

Scale & Success AI runs on a proven, enterprise-grade platform — the same foundation used by high-performing agencies and established businesses — with AI automation layered on top and configured for you.

This means you don’t have to worry about “what happens next” as your business grows.

Your Entire Customer Lifecycle in One Place

  • Every lead, client, and conversation in one system

  • Visual pipelines so you always know what’s happening next

  • Automatic reminders so nothing gets dropped

  • Tags and segmentation that grow with you

All the Ways Customers Communicate — Handled for You

  • Email and two-way texting from one inbox

  • Websites, forms, and funnels without code

  • Social posting and reputation management built in

Designed to Turn Conversations Into Revenue

  • Appointment booking and scheduling

  • Automated reminders that reduce no-shows

  • Clear deal tracking from first contact to close

  • Proposals, estimates, and signatures without chasing

It doesn’t stop at booking appointments — Scale & Success AI supports everything that comes next.

Client Delivery & Management

Everything that happens after someone says “yes” is handled in one place.

  • Client portals so customers always know where to go

  • Invoicing and payment processing without chasing

  • Workflow automation to keep projects and follow-ups moving

  • Team collaboration so nothing lives in someone’s head

  • Mobile access so you can manage everything on the go

No more scattered tools, forgotten tasks, or manual follow-up.

Analytics & Reporting

Know exactly what’s working — and what’s not — without guessing.

  • Real-time dashboards showing leads, conversations, and bookings

  • Conversion tracking from first contact to appointment

  • ROI reporting so you know where revenue is coming from

  • Team performance metrics to spot bottlenecks early

You see problems before they cost you money.

+ AI Automation Across EVERY Channel

Voice AI

Inbound calls are answered instantly, qualified, and routed or booked — even after hours.

No missed calls. No voicemail tag. No “we’ll call you back.”

Calls turn into conversations — and conversations turn into appointments.

Chat AI

Website chat and messaging respond immediately with accurate, on-brand answers.

Prospects get what they need without waiting for a human reply.

Interest stays warm instead of going cold.

SMS AI

Text conversations are handled automatically with smart follow-up and reminders.

Every text gets a response — and every lead gets nurtured.

Faster replies, higher response rates, more booked calls.

Social AI

DMs from supported social platforms are captured, responded to, and routed just like any other conversation.

Social inquiries don’t live in someone’s inbox — they live in your system.

Social attention turns into real opportunities.

Email AI

Inbound emails trigger intelligent responses and follow-up sequences automatically.

No more forgotten replies or buried messages.

Every inquiry gets handled — even when you’re busy.

No matter how someone reaches out, Scale & Success AI responds, follows up, and guides them to book.

We'll help pinpoint your biggest profit opportunities

Scale & Success AI works out of the box — but if you want faster results or a fully customized setup, we offer optional hands-on support.

Optional Done-For-You Setup

(Typically $2,000–$5,000 as a standalone service)

Most platforms hand you the keys and say “good luck.”

If you want everything built and customized for your business, we can handle the heavy lifting.

  • Custom AI voice receptionist trained on your business

  • Chat AI configured for your services and FAQs

  • Workflows designed around your sales process

  • Integrations with your existing tools

  • Templates customized to your brand

  • Automations mapped to your real customer journey

You skip weeks of setup and launch with a system that’s ready to perform.

Optional Personal Training & Onboarding

If you want hands-on guidance, you’re not handed a pile of videos and left alone.

I spent nearly 8 years as a head trainer for Tony Robbins and have delivered over 5,000 trainings. I know how to teach — and how to make complex systems simple.

  • One-on-one onboarding call (not a group webinar)

  • Walkthrough of your specific setup

  • Training on how to use and optimize the system

  • Strategy session focused on ROI and bottlenecks

  • Direct access to our support team

This is white-glove support — not “figure it out yourself.”

We'll help pinpoint your biggest profit opportunities

Who It's
NOT For:

  • Brand-new businesses with no proven offer or consistent leads


  •  "Just want a chatbot" requests without strategic thinking


  • Hoping AI will magically fix a fundamentally broken business model

Who This Audit Is Perfect For:

  • Founders and teams doing $10k+/mo who want to scale without hiring headaches

  • Coaches, consultants, agencies, SaaS companies drowning in repetitive tasks

  • Service professionals tired of being the bottleneck in their own business

  • Business owners who want 24/7 operations without 24/7 stress

If that's you — let's build the AI system your business actually deserves.

We’ll help pinpoint your biggest opportunities

What This Actually Means For Your Business

When Scale & Success AI is running, this is the default behavior — not a best-case scenario.

Monday morning, 6:47 AM:

A lead fills out your website form while you’re with a client.

AI responds instantly, answers questions, and books an appointment — without you seeing a notification.

Tuesday afternoon:

Inbound calls come in.

AI qualifies serious leads, filters tire-kickers, and books only the ones worth your time.

Wednesday:

A prospect no-shows a meeting.

AI follows up automatically, re-engages them, and reschedules — no awkward chasing.

Thursday:

A review comes in.

AI responds professionally, requests follow-ups, and builds trust without you logging in.

Friday:

You review the week.

Appointments booked. Conversations handled. No leads lost.

You didn’t work more hours — you just stopped being the bottleneck.


This isn’t automation you “manage.”

It’s a system that quietly does its job in the background.

This Is What "Working ON Your Business Instead of IN It" Actually Looks Like

You’ve heard the phrase a thousand times. Here’s what it means in real life.

Instead of:

  • Constantly checking your phone for new leads

  • Playing phone tag just to book one appointment

  • Manually following up with every prospect

  • Staying up late to respond to messages

  • Dropping follow-ups because you’re overwhelmed

  • Choosing between serving clients and growing the business

You get to:

  • Focus on the work you’re actually good at

  • Show up to pre-qualified, pre-booked appointments

  • Know every lead is followed up automatically

  • Get your evenings and weekends back

  • Scale revenue without adding stress

  • Finally pursue the bigger goals you’ve been postponing

Nothing magical changed — you just removed yourself as the bottleneck.

Early Adopter Pricing

Scale & Success AI is currently available at early access pricing.

Today’s price: $197/month
Future price: $297/month

Early customers lock in the lower rate and keep it as long as they remain a customer.

This isn’t a temporary discount or a short-term promotion.


It’s simply our way of rewarding early customers while we limit enrollment to ensure high-quality onboarding and support.

When we reach capacity, pricing increases for new customers.

If you’re ready to get started, this is the lowest price this system will ever be offered at.

Start for $197/month

This is a Early access pricing applies to new customers only. Existing customers keep their rate.Font

The Triple Guarantee

We believe this should be a safe decision — not a leap of faith.

Guarantee #1 — Setup Guarantee

Fully Set Up in 7 Days — Or Your First Month Is Free

We commit to having your complete system live — AI voice, chat, workflows, integrations, and scheduling — within 7 days of your onboarding call.

If we don’t deliver, your first month is free.

Guarantee #2 — 30-Day Money-Back Guarantee

Try It Risk-Free for 30 Days

Use Scale & Success AI for 30 days.


If it’s not improving how your

business runs, we’ll refund your payment — no questions asked

Guarantee #3 — Price Lock Guarantee

Your Price Is Locked In

If you join at $197/month, that’s your price for as long as you remain a customer.

When pricing increases for new customers, you keep your original rate.

Who This Is For (And Who It's Not For)

This is perfect if you:

  • Run a service-based business (consulting, professional services, local services, coaching, agencies, healthcare, real estate, etc.)

  • Are great at what you do but stuck doing too much yourself

  • Have leads coming in but struggle with follow-up and response time

  • Want to grow without adding more hours to your week

  • Are tired of feast-or-famine cycles

  • Want real systems — not hacks or temporary fixes

  • Are ready to invest in infrastructure that supports long-term growth

This is NOT for you if:

  • You’re looking for a “set it and forget it” business with zero involvement

  • You’re unwilling to invest in tools that support growth ($197/month)

  • You want to skip onboarding or avoid learning how the system works

  • You’re satisfied with your current plateau and don’t want to scale

Plain truth:


This is built for business owners who want leverage — not shortcuts.

Frequently Asked Questions

Is this the full GoHighLevel platform or a limited version?

This is the complete, full-featured GoHighLevel platform — the same system agencies pay $297/month for and resell to clients for $300–$500/month. Nothing is stripped down or restricted.

I’m not technical. Will I actually be able to use this?

Yes. We set everything up for you and walk you through it personally. You don’t need to be technical — the system is built around your business and then explained step-by-step during onboarding.

How long does setup actually take?

Most customers are fully live within 7 days. We guarantee it — if your system isn’t set up within that timeframe, your first month is free.

What if I already use a CRM or other tools?

You can integrate with your existing tools or migrate everything into Scale & Success AI. Most customers prefer consolidating into one system, but we’ll recommend the best option during onboarding.

Will the AI sound robotic or turn people off?

No. Modern AI voice and chat sound natural and conversational. We train the system on your business, your tone, and your FAQs, so it sounds like your brand — not a generic bot.

What if a customer needs to talk to a real person?

The system knows when to hand off. You control the rules — keywords, situations, or lead types can trigger a transfer to you or your team instantly.

Is there a contract? Can I cancel anytime?

There’s no long-term contract. You can cancel anytime. If you lock in the early adopter rate, that price stays with you as long as you remain an active customer.

Why is early adopter pricing lower?

We limit enrollment to maintain high-quality onboarding and support. Early customers lock in a lower rate while capacity is available.

What kind of results should I realistically expect?

Most customers see:

Fewer no-shows (automated reminders)

Faster response times (AI handles replies instantly)

More booked appointments

10–20+ hours saved per week

The biggest result: you stop being the bottleneck.

Remember that stack of 300+ referral sheets?

Every time I look at it, I think:

“If only I had responded instantly.”
“If only follow-up had happened automatically.”
“If only I didn’t have to choose between delivering and growing.”

I lived the “if only” — so you don’t have to.

You’re at a decision point right now.

You can keep doing what you’re doing:

working hard, staying busy, and telling yourself you’ll figure out how to scale someday.

Or you can put a system in place that works for you — not the other way around.

One that responds instantly.
One that never forgets.
One that doesn’t burn out.

Get started today for $197/month.


Your price is locked in as long as you remain a customer.

30-day money-back guarantee.


Fully set up in 7 days — or your first month is free.

Still have questions?


Email me directly at [email protected] — we read every message.

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