PACKAGE OVERVIEW
Gold
A premium lead-to-calendar system built to generate inbound opportunities and convert them into booked appointments.
PACKAGE OVERVIEW
Platinum
A premium lead-to-calendar system built to generate inbound opportunities and convert them into booked appointments.
Everything You Need, Managed For You
From setup to follow-up, these are the pieces we handle so you don’t have to.
Complete Website
A premium website, built and launched for you.
AI Agents
AI that qualifies and books leads for you.
Ad Campaign Management
We run and optimize ads done-for-you.
Search Engine Optimization
We improve rankings and visibility for you.
Compass CRM Integration
We connect everything to Compass, seamlessly.
Daily Social Media Posts
Daily posts, planned and created for you.
Booked Appointments on Your Calendar
From first click to confirmed appointment, the flow is designed to feel effortless for you and polished for clients.
Booked Appointments on Your Calendar
From first click to confirmed appointment, the flow is designed to feel effortless for you and polished for clients.
The Blueprint
Your Lead-to-Calendar System
Each deliverable feeds one flow.
Targeted Traffic
Ads + SEO + Social Media
Optimized Website
AI Agents + Lead Capture + IDX
AI Qualification
SMS + Email within minutes
Booked Appointments
On your Calendar
The Blueprint
Your Lead-to-Calendar System
Each deliverable feeds one flow.
Targeted Traffic
Ads + SEO + Social Media
01
Optimized Website
AI Agents + Lead Capture + IDX
02
AI Qualification
SMS + Email within minutes
03
Outcome
Booked Appointments
On your Calendar
04
The Details
Everything included — plus who owns what.
Executive Spec Sheet
Your Time Required: (Medium/Low/Almost-None)
Implementation Type: (done-for-you/done-with-you)
Who Performs Setup Tasks: (client-led/dovetail-led)
Launch Speed: (Self-Guided/X Timeframe)
Paid Media Responsibility: (Client-Run/Dovetail-Managed)
Approvals & Revision Rounds: (Client-Driven/2/Unlimited)
Follow-Up Responsibility: (Client-Handled/Fully Automated)
Lead Response Coverage: (Your Business Hours/ (24/7))
You own your domain, data, and creative assets
What we take off your plate
Optimized Website
Conversion-first build
Captures + routes leads
AI Agents
SMS + Email Automation
Qualifies + Books
Ad Management
Weekly Optimization
Higher-Intent Traffic
Compass CRM Integration
Lead Tagging + Routing
Cleaner Pipeline
Daily Social Media Posts
Consistent Posting
Top-of-mind Presence
Search Engine Optimization
Local SEO foundation
Compounding Discovery
The Details
Everything included — plus who owns what.
Executive Spec Sheet
Your Time Required: (Medium/Low/Almost-None)
Implementation Type: (done-for-you/done-with-you)
Who Performs Setup Tasks: (client-led/dovetail-led)
Launch Speed: (Self-Guided/X Timeframe)
Paid Media Responsibility: (Client-Run/Dovetail-Managed)
Approvals & Revision Rounds: (Client-Driven/2/Unlimited)
Follow-Up Responsibility: (Client-Handled/Fully Automated)
Lead Response Coverage: (Your Business Hours/ (24/7))
You own your domain, data, and creative assets
What we take off your plate
Optimized Website
Conversion-first build
Captures + routes leads
AI Agents
SMS + Email Automation
Qualifies + Books
Ad Management
Weekly Optimization
Higher-Intent Traffic
Compass CRM Integration
Lead Tagging + Routing
Cleaner Pipeline
Daily Social Media Posts
Consistent Posting
Top-of-mind Presence
Search Engine Optimization
Local SEO foundation
Compounding Discovery
Compass is a registered trademark of Compass, Inc. Dovetail Collective is an independent provider and not affiliated with Compass.