PACKAGE OVERVIEW

Platinum

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.

Automated Nurture → More Appointments
Always-On Follow-Up → Fewer Lost Leads
Higher Visibility → Greater Discovery

Booked Appointments on Your Calendar

From first click to confirmed appointment, the flow is designed to feel effortless for you and polished for clients.

Automated Nurture → More Appointments
Always-On Follow-Up → Fewer Lost Leads
Higher Visibility → Greater Discovery

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.