AI Concierge
ProEdge AI Concierge™
You bought the technology. Now let us do the work.
ProEdge AI Concierge™ is our done-for-you service layer for ProEdge clients who want help organizing, configuring, launching, and using their CRM, AI systems, and seller tools.
Service 01
CRM Performance Audit™
$99 One-TimeFind the leaks. Fix the gaps. Get more from the tools you already pay for.
A done-for-you review and tune-up of the client's ProEdge CRM, database organization, calendars, campaigns, workflows, links, and account setup so the system runs cleaner and more effectively.
Included
- Review contact setup and database organization
- Create Contact Intelligence
- Create and organize Smart Lists
- Review pipeline and opportunity flow
- Update Custom Values
- Review and update Trigger Links
- Set up Calendars
- Review booking flow and notifications
- Tune campaigns
- Tune workflows
- Review follow-up performance
- Identify missing or broken CRM setup
- Provide clear next-step recommendations
Service 02
AI Launch™
$497 One-TimeWe build the machine so you can use it.
A complete done-for-you implementation of the client's core ProEdge AI systems.
Included
- Knowledge Base setup and organization
- Conversational AI setup
- Conversational AI routing
- Voice AI setup
- Voice AI call flows
- Chief of Staff setup for Ask AI
- Build 20+ Managed AI Agents
- Configure Managed AI Agents around the client's business
- Testing
- Training
- Launch support
Instead of spending weekends figuring out AI, we build your AI workforce for you.
Service 03
Seller Offer Engine™
Daily Seller Decision Room offers — done for you.
A recurring done-for-you service that prepares Seller Decision Room offer presentations for seller leads so the agent can consistently follow up with more value and create more listing conversations. The agent provides or approves the seller leads. We prepare the Seller Decision Room offers. The agent reviews, sends, and presents them.
Seller Offer Engine Starter™
$197/month
- Up to 5 Seller Decision Room offers per business day
- Up to approximately 100 offers per month
- Daily done-for-you seller offer preparation
- Built around the Seller Decision Room process
Best for: Agents who want consistent seller activity at a lower daily volume.
Seller Offer Engine Pro™
$397/month
- Up to 20 Seller Decision Room offers per business day
- Up to approximately 400 offers per month
- Daily done-for-you seller offer preparation
- Built around the Seller Decision Room process
Best for: Agents who want a serious daily seller opportunity engine.
Bundles
ProEdge AI Accelerator™ Bundles
The complete done-for-you packages that combine CRM cleanup, AI launch, and daily Seller Decision Room offers.
ProEdge AI Accelerator™ Light
$549 Setup + $197/month
The bundled done-for-you package for agents who want their CRM cleaned up, their AI systems launched, and ongoing Seller Decision Room offers prepared for them.
Includes
- CRM Performance Audit™
- Contact Intelligence
- Smart Lists
- Custom Value updates
- Trigger Link updates
- Calendar setup
- Campaign and workflow tuning
- AI Launch™
- Knowledge Base setup
- Conversational AI
- Voice AI
- Ask AI Chief of Staff
- 20+ Managed AI Agents
- Testing and launch support
- Seller Offer Engine Starter™
- Up to 5 Seller Decision Room offers per business day
ProEdge AI Accelerator™ Pro
$549 Setup + $397/month
The full done-for-you package for agents who want the complete CRM and AI setup plus higher-volume daily seller offer support.
Includes
- CRM Performance Audit™
- Contact Intelligence
- Smart Lists
- Custom Value updates
- Trigger Link updates
- Calendar setup
- Campaign and workflow tuning
- AI Launch™
- Knowledge Base setup
- Conversational AI
- Voice AI
- Ask AI Chief of Staff
- 20+ Managed AI Agents
- Testing and launch support
- Seller Offer Engine Pro™
- Up to 20 Seller Decision Room offers per business day
Ready for some help?
See Something You Need? Text Tom.
Not sure which service is right for you? Text Tom directly. Tell him what you're trying to accomplish, and he'll help you figure out whether you need the CRM Performance Audit™, AI Launch™, Seller Offer Engine™, or ProEdge AI Accelerator™.
267-797-4090