Investment Overview · Madison + AI

Pricing & Scope

A transparent breakdown of what is being built, what it costs, why the numbers are defensible, and how they compare to 2026 market rates for comparable automation builds.

One-time build

$3,500

Monthly retainer

$1,500/mo

Year one all-in

~$21,500

Business Situation

Frosty’s Elite generates ~$39,200/month across 28 installs with a long-term goal of $1.4M+ annual revenue across 20+ active subs. The ceiling is not the market — it’s the operational model. Every quote, dispatch, review request, and job tracking task runs through Forrest manually. The system changes that.

Quote turnaround

1–2 days (manual)Sub-2 min (AI)

Dispatch method

Manual textingAutomated waterfall

Review requests

Manual text every jobAuto-triggered via GHL

Job tracking

Spreadsheets / memoryLive CRM dashboard

Sub coordination

4–5 subs, manual20+ subs, system-dispatched

Monthly tool cost

$197/mo (Coursie)~$177/mo (full stack)

Proposed Solution — Tool Stack

Telnyx

Business SMS

~$15–20

/ mo

Receives inbound customer photos and messages. Sends quotes and dispatch texts outbound. Pay-as-you-go — negligible at current volume.

Claude API

AI Intelligence

~$5–10

/ mo

Reads water heater photos, extracts model and serial numbers, applies Forrest's pricing logic, and returns a firm quote in seconds. Almost exclusively Rheem — highly trainable.

n8n Cloud

Workflow Engine

$60

/ mo

Connects every platform and runs the dispatch waterfall. Also triggers post-job review texts and syncs everything to GoHighLevel automatically.

GoHighLevel

CRM & Automation

$97

/ mo

Replaces Coursie at roughly half the cost. Manages job pipeline, customer records, and automated review requests. Provides the live operations dashboard.

Total tool cost / month

~$177–187 /mo

Replacing Coursie at

$197/mo

Tool costs are paid directly by Frosty as subscriptions. Madison’s retainer is separate and covers build, maintenance, and ongoing system management.

Scope of Work & Build Fee

The $3,500 build fee reflects ~41–53 hours of real work across six phases. Click any phase to see what’s involved.

One-time build fee

$3,500

Flat project fee · ~41–53 estimated hours

Effective rate

$66–$85

per hour · below market

First-build note

This is Madison’s first standalone client build. The $3,500 reflects a deliberate entry discount — not a reflection of the complexity or value delivered. An established agency prices this scope at $5,000–$10,000 minimum. The retainer is market rate from day one because the ongoing responsibility is identical regardless of client count.

Monthly Retainer — Tiered by Growth

As Frosty scales from 4–5 subs toward 20+, the system grows with him. The retainer is structured so he only pays for the complexity level his business is actually at — no overpaying early, no awkward re-negotiation later.

What every tier includes

System monitoring and uptime

Bug fixes and error resolution

Claude prompt tuning as pricing evolves

Sub roster additions and routing updates

GoHighLevel pipeline and automation updates

Review request sequence management

Workflow updates as the business changes

Monthly performance review

Launch

Starting here

Now — up to 10 active subs

Core system running — quoting, dispatch, review automation, CRM. Monitoring, bug fixes, and sub roster management included.

$1,500

/mo

Growth

10+ subs or 60+ installs/month

Expanded dispatch logic, additional sub routing rules, increased workflow complexity, and more frequent optimization as volume accelerates.

$2,000

/mo

Scale

20+ subs or 100+ installs/month

Full-scale infrastructure. Multi-sub territory management, high-volume CRM maintenance, advanced reporting, and priority support.

$2,500

/mo

All-in monthly at launch

Madison retainer

$1,500

GoHighLevel

$97

n8n Cloud Pro

$60

Telnyx + Claude API

~$25

Total / month

~$1,682

Covered by

2 installs

per month at $1,400 net

Market Comparison — 2026

Published 2026 pricing data from AI automation agencies serving small and mid-market businesses with comparable custom workflow builds.

ProviderBuild Fee
Freelancer / Solo Consultant$2,500–$7,500
Boutique AI Agency (3–5 staff)$5,000–$20,000
Mid-Market Agency$20,000–$100,000
Madison + AI · This Proposal$3,500

Why this build sits above a basic freelance quote

Four integrated platforms vs. typical 2-platform freelance builds

Custom Claude AI photo analysis — not a chatbot template

Production-ready dispatch waterfall with priority logic and escalation

GoHighLevel migration replacing an existing live tool

10DLC registration required for compliant business SMS

Pricing logic trained on Forrest's specific rules — not generic

The case for this pricing

Fair, professional, and built for where Frosty’s Elite is going.

One-time build

$3,500

Below market. Reflects real work.

Monthly retainer

$1,500

Scales with the business.

Year one all-in

~$21,500

Build + tools + 12 mo retainer

The $3,500 build fee is below the $5,000–$15,000 market range for a 4-integration custom AI system — a transparent first-build discount, not a hobby rate.

The $1,500/month retainer is at the entry point of what boutique agencies charge for comparable ongoing management, and well below mid-market rates.

The tiered structure means Forrest's cost grows only when his business grows — no bait-and-switch.

Total year-one investment of ~$21,500 against a path to $1.4M annual revenue is not a cost — it is the infrastructure that makes the goal reachable.

The system replaces $197/month in Coursie costs, adds capabilities Coursie never had, and runs 24/7 without Forrest's involvement.