Audit. Build. Operate.
The same sequence every time.
Every Promptmaxxing install follows the same six-week sequence. Workflow-first design, production-grade prompts, observability wired from day one, and a retainer that compounds. Below is the methodology, surface by surface, week by week.
Six weeks. Fixed scope. Sign-off at the end of each phase.
Audit + roadmap signed off
- Diagnostic call (30 min) — review the free audit report, narrow the install scope
- Stack inventory — what tools you already pay for, what stays, what gets retired
- Roadmap document — every workflow we'll install, in order, with success metric
- Sign-off — install kicks off the next Monday
Build the stack
- CRM build / migration — workspaces, leads, projects, members, roles
- Voice receptionist — Twilio + LLM agent, business-hours + after-hours routing
- SMS speed-to-lead — auto-responder, operator-voice templates, channel unification
- Dashboards — pipeline, revenue, response times, attribution
- Tax engine — Schedule C mapping, multi-state deadlines, retirement optimizer (free Year 1)
- Ads feedback loop — booked-revenue attribution into Google + Meta
Launch, train, hand off
- Production cutover — DNS, Stripe (if applicable), Plaid bank link, webhook wiring
- Live training — 2 sessions with your team, recorded for replay
- Operating manual — written doc with runbooks for the top 10 daily questions
- Handoff call — install fully yours; retainer scope agreed for week 7+
Six surfaces, one login. The capabilities that ship with every Operator Stack install.
Voice receptionist
24/7 LLM-powered phone agent. Qualifies leads, books calendar slots, transcribes to CRM. Hands off the messy calls to you with a one-line summary.
SMS speed-to-lead
Every channel — web form, ad form, Google LSA — hits the same operator-voice auto-responder. First reply averages 11 seconds.
Dashboards
Pipeline, revenue, response times, attribution. Surfaces that answer the next question instead of generating more questions.
Tax engine
Schedule C, S-corp election ROI, 1099 vendor tracking, multi-state deadlines, retirement contribution optimizer. Bundled free Year 1.
Booking
Calendar slots negotiated by the voice agent. Two-way sync with your existing calendar. No double-booking.
Follow-up agent
Nudges quiet leads at the cadence you set. Pauses when humans reply. Never spammy — operator-voice copy.
“The reason most AI installs decay isn’t the model — it’s that nobody’s operating the workflow after the agency leaves. The retainer is how you stop the decay.”
Week 7 onward. Your AI Ops Lead, on retainer.
The install hands off in week 6. The system is yours — code, integrations, dashboards, every workflow. You can walk away at that point and the stack keeps running.
Most operators don’t walk. The retainer is where the install starts compounding: a new workflow each month, agent tuning, monthly exec-level review, priority support.
Pricing is set at handoff based on stack complexity and retainer scope you choose. We discuss it directly — no card hidden in the contract.
- CadenceMonthly, pause anytime
- What shipsOne new workflow / agent per month
- MonitoringVoice + SMS agent health, tuning, fallback alerts
- ReviewMonthly exec-level AI strategy review (async or live)
- SupportPriority Slack + Loom, same-day response
- OwnershipThe install is yours either way