AI Integration Built Around Your Business
Every business has different bottlenecks, employees, software and workflows. That's why we don't sell cookie-cutter automations. We identify where your business is losing time or revenue, design the right AI solution, integrate it into the tools you already use, and help your team successfully adopt it.
Which one sounds like you?
Capture more of the demand you're already generating.
Starting at $3,500 setup · Ongoing management starting at $697/month
Businesses spend money generating demand through ads, SEO, referrals and reputation. But leads are often lost after they reach the business — nobody answers, the business is closed, staff is busy, follow-up happens too late, booking requires too many steps, or the lead is simply forgotten.
Voz fixes the infrastructure between:
Who this is for
Common problems we solve
What can be included
AI Voice Agent
- 24/7 call handling
- Natural conversations
- FAQ responses
- Lead qualification
- Booking + booking link delivery
- Call transfers & human escalation
- Call summaries & categorization
Lead Management
- Missed-call automation
- SMS & email follow-up
- Lead routing
- Qualification workflows
- Reminder sequences
- Re-engagement
CRM Integration
- Create & update contacts
- Log interactions
- Update pipeline stages
- Store call summaries
- Trigger workflows
- Alert staff
Booking Integration
- Check availability
- Book appointments
- Send booking links
- Confirm & remind
- Trigger pre-appointment workflows
Implementation — The Voz 4D Method
Initial setup — $3,500+
- Discovery & customer journey audit
- Revenue leak assessment
- System architecture
- AI voice configuration
- Knowledge base & prompt development
- CRM + calendar/booking integration
- Workflow & escalation logic
- QA, staff training & launch support
Monthly management — $697+
Not simply hosting — ongoing management of the AI system:
- System monitoring & agent optimization
- Prompt & workflow updates
- Integration monitoring
- Minor workflow modifications
- Troubleshooting & support
- Basic reporting & performance review
Potential outcomes
- Faster response & fewer missed opportunities
- Greater after-hours availability
- More consistent follow-up & better CRM visibility
- Reduced staff workload & improved customer experience
Give your team back the hours they're currently spending moving information, chasing people, and remembering what happens next.
Starting at $5,000 setup · Ongoing management starting at $997/month
Many businesses don't have a staffing problem. They have a process problem. Employees spend hours copying information, updating spreadsheets, sending reminders, preparing documents, and moving information between software. Voz maps these workflows and redesigns them as integrated business systems.
Who this is for
Areas we can automate
Administration
- Data entry & form processing
- Internal requests
- Task creation
- File organization
- Status updates & notifications
HR
- Employee onboarding & offboarding
- Document collection
- Training assignments
- Policy acknowledgements
- PTO & request routing
Payroll Operations
- Timesheet reminders
- Missing-hours detection
- Manager approvals
- Exception alerts
- Payroll data preparation
Finance Operations
- Invoice workflows & status monitoring
- Payment reminders
- Receipt/expense routing
- Approval workflows
- Finance summaries
Document Systems
- Template selected & populated
- Document created & assigned
- Signature/review requested
- Completed version filed
Management & Reporting
- KPI dashboards
- Daily & weekly summaries
- Exception detection
- Department status reporting
Note: AI assists payroll and finance workflows — human review remains where regulated or financial decisions require it.
Onboarding, before and after
Client Onboarding
- New client signs →
- CRM updated →
- Folder & documents created →
- Forms sent →
- Tasks created & team assigned →
- Progress tracked automatically
Employee Onboarding
- New hire submitted →
- Record & documents created →
- Folders/accounts requested →
- Training assigned →
- Manager notified →
- Completion tracked automatically
How we prioritize automation
Initial setup — $5,000+
- Business operations audit & process mapping
- Bottleneck analysis & software-stack review
- AI opportunity assessment & ROI prioritization
- Integration architecture
- Up to 3 core operational workflows
- Guardrails, testing, documentation & training
A core workflow can involve many individual automation actions. Complex systems may require additional scope.
Monthly management — $997+
- Workflow monitoring & troubleshooting
- Integration maintenance
- AI optimization & prompt/logic updates
- Minor modifications
- Monthly performance review & team support
- One small workflow enhancement where appropriate
Maintenance
Keeping existing systems operational.
Optimization
Improving existing systems.
New implementation
Materially new functionality — quoted separately.
Build an AI-enabled business without having to build an internal AI department.
Starting at $8,500 setup · Ongoing partnership starting at $1,497/month
This is for companies that don't simply want an automation — they want Voz continuously helping them understand and implement AI. We become the company's external AI Integration function.
Who this is for
The Comprehensive AI Integration Audit analyzes
Revenue
- Lead generation & response
- Qualification & booking
- Follow-up & sales handoffs
Customer Experience
- Calls, email, SMS
- Support & FAQs
- Appointments
Admin, HR & Finance
- Data movement & documents
- Onboarding & training
- Invoices, expenses, payroll prep
Management & Technology
- KPIs & reporting visibility
- CRM, calendar, phone, accounting
- Current automation & AI tools
A sample AI Opportunity Roadmap
Revenue
Fix missed-call and lead-response leakage.
Operations
Automate client onboarding.
Administration
Automate document creation and approvals.
Management
Create AI-powered management reporting.
Initial implementation can include up to approximately 6 core workflows/systems. Final scope depends on complexity and integration requirements.
Initial investment — $8,500+
- Comprehensive AI Integration Audit
- Opportunity mapping & technology assessment
- Integration roadmap & process redesign
- Initial system implementation
- Team adoption strategy & staff training
- Guardrails, testing & deployment
Ongoing partnership — $1,497+/month
- System & integration monitoring
- AI & workflow optimization
- Monthly AI strategy session
- Performance & KPI review
- One minor new integration/workflow per month where scope allows
- Quarterly AI Opportunity Review
Major new systems are scoped and quoted separately.
AI Integration Audit — $750
A real consulting product, not a disguised sales call. We review your management discovery, software stack, processes, and revenue flow to identify bottlenecks, revenue leaks, repetitive tasks, and AI opportunities — then prioritize them.
Deliverable: an AI Integration Opportunity Map — Process, Current Problem, AI Opportunity, Expected Impact, Priority, Complexity, and Next Step for each item we find.
| Process | Problem | Opportunity | Impact | Priority | Next step |
|---|---|---|---|---|---|
| Inbound Calls | 20% unanswered | AI Voice + follow-up | Revenue | High | Implement Phase 1 |
100% of your $750 Audit fee is credited toward implementation when you move forward with Voz within 30 days.
Which one fits your business right now?
| AI Revenue Systems | AI Operations Systems | AI Integration Partner | |
|---|---|---|---|
| Primary goal | Revenue capture | Operational efficiency | Company-wide AI strategy |
| Initial audit | Yes | Yes | Comprehensive |
| Voice AI | Available | Optional | Available |
| Operational workflows | Limited | Up to 3 initial core workflows | Up to ~6 initial core systems |
| CRM integration | Yes | Where relevant | Yes |
| HR / admin | No / limited | Yes | Yes |
| Finance operations | No / limited | Yes | Yes |
| Team training | Yes | Yes | Expanded |
| AI strategy | Revenue-focused | Operations-focused | Company-wide |
| Ongoing monitoring | Yes | Yes | Yes |
| Monthly strategy | Periodic review | Monthly review | Dedicated strategy session |
| Starting setup | $3,500 | $5,000 | $8,500 |
| Starting monthly | $697 | $997 | $1,497 |
| Get started | Fix Revenue Leaks → | Automate Operations → | Build My AI Strategy → |
Pricing shown as "starting at." Final pricing is determined by integration complexity, software requirements, workflow scope and expected usage.
Before you reach out
Will AI replace my employees?
The goal is typically to eliminate repetitive work, improve response time and allow staff to focus on higher-value work — not blindly replace employees.
Can Voz work with the software we already use?
Usually yes, depending on available integrations and APIs. We first evaluate your existing technology stack before recommending anything new. Our philosophy: keep what works, integrate what can be integrated, replace only when necessary.
Do I need to change my CRM?
Not necessarily. Voz is designed around integration with your existing systems wherever technically appropriate.
How do you know what we should automate?
Through the AI Integration Audit and a process-mapping approach. We prioritize based on time, frequency, impact, repeatability, ROI and risk.
What shouldn't be automated?
Processes requiring significant human judgment, sensitive decisions, regulatory review, or poorly defined workflows may need to remain human — or use AI only in an assistive role.
What happens if AI doesn't know what to do?
Systems are designed with guardrails and escalation paths. AI should not simply guess — when defined conditions occur, the system can request clarification, notify staff, or transfer the task to a human.
Will you train our employees?
Yes. Team adoption is included in implementation where applicable.
How long does implementation take?
Implementation time depends on complexity, integrations, software access and number of workflows. After the Audit, Voz provides a proposed implementation plan and timeline.
Are software costs included?
Not unless explicitly stated. Third-party charges may include AI usage, API charges, phone minutes, CRM subscriptions, automation platforms and other software subscriptions — identified during planning.
What does the monthly maintenance fee cover?
Monitoring, maintenance, optimization, support, minor workflow changes, integration troubleshooting, AI updates and performance review. It does not mean unlimited new development.
What if I need another automation later?
Small improvements may be covered by your ongoing plan. Larger new systems are scoped and quoted separately. AI Integration Partner clients receive greater ongoing expansion capacity.
Can we start small?
Absolutely. Many companies begin with one high-impact problem and expand after seeing results — often starting with AI Revenue Systems, AI Operations Systems, or the $750 Audit.
Not sure which path fits?
Choose the one that matches where you are today.