Marketing Automation / CAP27
Turn Market Intelligence into Personalized Outreach
Find prospects from approved sources and draft personalized outreach emails for you to review. Choose private guidance, hands-on learning or scoped implementation.
Watch it happen.
Video demonstration coming soon. Private consulting and implementation available now.
Choose your level of help
Learn it, improve it, or have it built.
Bronze
Private AI Working Session
Starting at $1,000
Define one prospect segment and improve one outreach example.
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- One participant, one defined challenge, one 90-minute remote session with Dr. Mayo, who works with the client in one of two ways agreed at the start of the session. Demonstration: Dr. Mayo works through the agreed example on screen. Guided practice: the client works in their own account with live guidance. A session may combine both.
- Intake questionnaire and review of up to three relevant examples or documents, each up to 10 pages or five minutes of media. Larger reviews are scoped separately.
- One worked example, reusable prompt/template, or documented solution plan appropriate to the agreed challenge. Intake determines which deliverable is realistic; a complete production system is not guaranteed within the session.
- Guided practice requires an active account and suitable plan for the tool, the ability to log in and share the screen, and the client's own login entry. Dr. Mayo never asks for or handles passwords. Software subscriptions and usage credits are not included.
- Written recap and next steps within three business days; recording supplied with permission requested at the start of each call. In demonstration sessions the recording also serves as the walkthrough.
- One follow-up clarification email submitted within seven calendar days; reply within two business days. No additional build work included.
- Completion: agreed question addressed, deliverable supplied and next action documented. If the challenge needs a larger project, the output is a scoped recommendation rather than a promise to finish that project on the call.
Silver / Private learning
Private AI Training Program
$4,500
Build a practice list of 20 prospects from approved sources; prepare 10 personalized draft messages; learn verification and review.
Beyond separate sessions: reference pack, reusable templates, two work reviews and email support.
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- One participant, one selected skill/workflow, four private 90-minute sessions intended over four weeks; all four sessions must be used within eight weeks of the first session.
- Sessions follow assess/prepare → create/configure → practice/improve → repeat independently, adjusted to the service.
- One brand/business context reference pack where relevant; up to five reusable prompts or templates; one production/operating checklist.
- Two consolidated reviews of the participant's practice work. Service-specific practice quantities appear below and are covered by those two reviews.
- Questions about the selected program by the designated email channel from the first session until seven calendar days after the final session; replies within two business days. Scope: up to two question threads per week. Additional live calls, new topics and build requests are separate.
- Recordings with permission; final resources and completion recap within three business days of the final session.
- Client operates their own accounts and completes practice between sessions. If prerequisites are unmet, adjust dates or scope by written agreement; do not silently guarantee an unachievable result.
- Completion: participant runs the agreed process on one new example using the checklist. Completion means delivery of training and agreed resources, not a guarantee of mastery, revenue or audience growth.
Gold
Done-for-You Implementation
Starting at $6,500
One prospect workflow for one segment/location, up to two approved sources, one CRM/sheet destination; 25 test records and 10 email drafts; deduplication and approval checks. Sending campaigns and purchased data excluded.
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- One defined workflow or production setup for one brand, subject to the service-specific limits below.
- One 60-minute kickoff; two 45-minute progress reviews; one 90-minute handoff training for up to three designated users.
- Agreed build plan; configuration; up to 10 necessary prompts/templates; test results; one operating guide; one recorded walkthrough.
- Two consolidated revision rounds against the agreed scope. Revisions do not add sources, platforms, assets or functionality.
- Standard target: four–six weeks after required access, assets, subscriptions and scope approval are received. Bespoke builds receive a project-specific timeline.
- Fourteen calendar days after handoff for troubleshooting and correction of defects against the agreed specification. Expired logins and third-party changes are excluded; new features and ongoing operation are separately scoped.
- Completion: agreed test cases pass, documentation is delivered and handoff training is provided. Client has five business days to review and report issues; reported issues are corrected against the specification. Accepted if nothing is reported within that window, subject to the Terms.
Platinum
Connected AI Business Systems
Starting at $18,000
Approved sources → market report; report → prioritized prospect records; approved records → personalized email drafts. One market/location; two sample reports; 25 verified test records; 10 draft messages; evidence, deduplication and approval logs. Outreach sending separate.
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- Up to three related workflows around one measurable business objective, for one brand and up to five named applications/accounts. Complexity may require a higher quote.
- Eight–12-week target after readiness; one 90-minute planning session; six 60-minute review/working sessions; two 90-minute team trainings for up to eight designated participants.
- Shared brand/business reference pack; system map; up to 15 reusable prompts/templates; three operating guides; responsibility/approval matrix; documented testing of each workflow and their connections.
- Two consolidated revision rounds per workflow. Thirty calendar days of post-handoff troubleshooting and defect correction against the agreed specification, excluding expired logins and third-party changes. Additional revisions require a written change order.
- Baseline worksheet, agreed success measures and one final comparison report. Measure operational results such as processing time, output volume and review effort; commercial results remain dependent on use and market response.
- Completion: each workflow passes its agreed test cases, connected handoffs are demonstrated, documentation is delivered and training is provided. Client has five business days to review and report issues; reported issues are corrected against the specification. Accepted if nothing is reported within that window, subject to the Terms.
- Monthly management, content production and ongoing advisory are separate agreements, not included indefinitely.
What you provide: approved source materials, appropriate account access and timely reviews. You enter your own logins; we never ask for passwords. Software subscriptions and usage credits are additional. Scope and availability are confirmed before payment.
Platinum example: Marketing Intelligence to Outreach. Final connections, output quantities and acceptance tests are agreed in the proposal.
Need to train staff or a professional network? Explore group options.
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