The AI Autopilot,
Built for Your Business.
Standard AI Autopilot runs four powerful pillars. The Blueprint goes further — we assess your specific workflows and engineer custom AI agents built exactly around how your business operates.
15-minute discovery call · No commitment · Limited spots per month
Your business does not fit
a standard template.
The AI Autopilot's four pillars solve the problems every business shares. But your operation has quirks — specific handoffs, edge cases, and workflows that no off-the-shelf system addresses.
You Have Custom Workflows
Your quoting process, approval chain, or fulfillment handoff isn't like anyone else's. The standard agents don't know that.
Industry-Specific Triggers
Whether it's service renewals, project milestones, or seasonal cycles — your business runs on signals the standard agents can't see.
Gaps Between Systems
There are handoffs between your CRM, ops, and billing that nobody's automating — because nobody's looked at your specific setup.
Revenue Leaking in the Details
The money you're losing isn't in the obvious places — it's in the nuances that only a custom-built agent would catch.
Your Team Has Tribal Knowledge
Critical context lives in people's heads, not your CRM. Custom agents capture and act on the patterns your best people already know.
Standard Reports Miss the Real Story
Generic dashboards show you what happened. A custom agent built for your business tells you what's about to happen — and what to do about it.
Assessment first.
Automation second.
You don't get templated agents pointed at your data. You get our team mapping your specific operation, identifying the highest-leverage automation opportunities, and building agents that fit.
Deep-Dive Operations Assessment
We review your Zoho CRM setup, workflows, deal flow, and operational patterns — mapping where revenue is slipping and where the highest-value automation opportunities live in your specific business.
Custom Agent Design & Blueprint
You receive a written agent blueprint — the specific AI agents we recommend for your operation, what each one does, when it fires, and what business problem it solves. No guesswork, no generic suggestions.
Custom Agent Deployment
The approved custom agents are built and deployed alongside the standard AI Autopilot suite into your Zoho environment. Everything runs automatically — no technical work on your end.
All Agents Running on Autopilot
Standard and custom agents fire on schedule — daily, weekly, monthly. Outputs land as CRM notes, tasks, and draft emails waiting for your one-click review. The system runs; you act on the intelligence.
Everything in Autopilot,
plus agents built for you.
The Blueprint tier layers custom-engineered agents on top of the full standard AI Autopilot suite.
AI Revenue Intelligence
Daily pipeline scans, weekly deal health reports, lead research and ICP scoring — running every morning without you.
AI Outreach Engine
10–20 personalized outreach drafts weekly, re-engagement campaigns, and proposal follow-ups — queued for your review.
Operational Intelligence
At-risk customer alerts, AR follow-up drafts, and monthly plain-English scorecards on how the business is actually running.
Foundation Layer
Zoho license management, CRM hygiene runs, and skill maintenance — the infrastructure that keeps everything working.
Your Custom Agents
Designed specifically around your workflows after our assessment. These are the agents no other business has — built for your specific triggers, handoffs, and revenue patterns.
Industry-Specific Automation
Your vertical has patterns the standard agents don't know. Custom agents built around your industry's rhythm surface opportunities that generic tools miss entirely.
"The standard agents fix the common leaks. Custom agents fix your leaks — the ones hiding in how your specific business actually operates."
— Edkins Group · Zoho Premium Partner
Pick the right level
of intelligence.
All three tiers run on the same AI infrastructure. The difference is how custom and hands-on the strategic layer is.
- ✓ All 4 standard AI pillars
- ✓ Daily, weekly & monthly outputs
- ✓ Zoho license management
- ✓ Skill maintenance included
- -- No custom agent assessment
- -- No industry-specific agents
- -- No dedicated strategist
- ✓ All 4 standard AI pillars
- ✓ Daily, weekly & monthly outputs
- ✓ Zoho license management
- ✓ Skill maintenance included
- ✓ Deep-dive ops assessment
- ✓ Custom agent design & blueprint doc
- ✓ Custom agent deployment
- -- No quarterly strategy call
- -- No dedicated monthly strategist
- ✓ All 4 standard AI pillars
- ✓ Daily, weekly & monthly outputs
- ✓ Zoho license management
- ✓ Skill maintenance included
- ✓ Custom automation builds
- ✓ Dedicated senior strategist
- ✓ Quarterly strategy call
- ✓ Priority 24-hr support SLA
Things people ask
before they start.
What exactly happens during the $1,995 assessment? +
Do I need to already be on Zoho ONE? +
How many custom agents do I get? +
What's the difference between this and the $2,995 Unfair Advantage Retainer? +
What if I want to cancel the $697/month? +
How long does setup take? +
Can I upgrade to the Unfair Advantage Retainer later? +
Your operation is specific.
Your AI agents should be too.
Book a 15-minute discovery call. We'll confirm it's a fit, walk through what the assessment covers, and get the blueprint process started.
- One-time $1,995 assessment
- Plus $697 / month ongoing
- Live within 2 weeks
- Cancel anytime
Limited assessment slots available each month.