Packages & Pricing — DDYLM
Packages & Pricing

Automation that pays for itself

Every practice is different. We build automation around your workflows — not the other way around. Below are real examples of what that looks like.

How we work

We don't sell off-the-shelf templates.

The examples below are real workflows we've built — but they're illustrative, not prescriptive. Every engagement starts by understanding how your practice actually operates today. We design automation around your existing tools, processes, and client experience — not clone something we built for someone else and charge you a premium for it. If your tech stack, workflow, or compliance requirements differ from what you see here, the solution will too. Pricing reflects scope and complexity, and is scoped to your situation after a strategy call.

Illustrative examples

What this looks like in practice

Real workflows, real pricing ranges, real timelines. Your version will be tailored to your tools, your process, and your clients.

Illustrative Example
01 — One-Time Delivery
LinkedIn Profile Optimization
In this example, a financial advisor submitted their LinkedIn URL and received an AI-optimized profile calibrated to top-paying roles in their market — delivered in under 48 hours.
Typical range
$497+
one-time • scope-dependent
What this engagement included
Full profile audit (headline, about, experience, skills)
Job market scan — top-paying roles in your area & industry
Section-by-section AI rewrite calibrated to market demand
Hallucination check — nothing fabricated, nothing exaggerated
AI-detection removal pass (no robotic phrasing)
Before/after comparison document with rationale
Implementation guide with copy-paste instructions
One round of revisions within 7 days
Example Timeline
Hour 0
Payment received, URL validated
Hour 0–1
Profile scraped, job market scanned
Hour 1–2
AI multi-pass optimization + QA
Within 48 hrs
Deliverable in your inbox
Typical prerequisites
Active LinkedIn profile with a public URL
Target role/industry direction (even a rough idea works)
Valid email address for delivery
Return on investment
One closed deal = 10–100x return
COST RECOVERED ON FIRST DEAL
$497
One-time cost
3–4 hrs
Consultant time replaced
$5K–$50K+
Value of one new client
Discuss Your Version →
Illustrative Example
02 — Monthly Recurring
Lead Generation & Nurture Sequences
In this example, a coaching practice automated prospect discovery, email verification, and personalized outreach — replacing 8–10 hours/week of manual work with a system that runs unattended.
Typical range
$997+/mo
+ ~$750 setup • scope-dependent
What this engagement included
Prospect discovery filtered by title, industry, company size, geography
LinkedIn enrichment — activity, engagement signals, profile data
Email verification (ZeroBounce) — protects your sender reputation
CRM deduplication — no double-outreach to existing contacts
AI-generated personalized emails referencing their role & company
Spam score check + CAN-SPAM compliance on every send
SEC/FINRA marketing claim filter (for advisor clients)
Multi-touch follow-up sequences with behavioral triggers
Calendar booking integration with automated reminders
Monthly performance report
Example Timeline
Week 1
Onboarding call, CRM setup, ICP definition, brand voice calibration
Week 2
Lead scoring built, sequences drafted, compliance rules configured
Week 3
Test run with 25 prospects, review output quality
Week 4+
Full automation live, ongoing optimization
Typical prerequisites
A clear ideal client profile (industry, title, company size)
Business email domain (no Gmail/Yahoo for outreach)
CRM access or willingness to use GoHighLevel
Calendar tool with a public booking link
Compliance team sign-off for regulated industries
Monthly breakeven
Recovered time worth $6,400–$16,000/mo
DAY 4
← PROFIT FOR REMAINING 26 DAYS
$997/mo
Automation cost
32–40 hrs
Monthly hours recovered
2–3x
Conversion lift vs. generic outreach
Discuss Your Version →
Illustrative Example
03 — Monthly Recurring
Brand-Consistent Content Generation
In this example, a wealth advisor's entire LinkedIn and newsletter pipeline was automated — producing 12+ posts/month in their exact voice, with SEC/FINRA compliance built into every quality gate.
Typical range
$697+/mo
+ ~$500 setup • scope-dependent
What this engagement included
Custom brand voice template (JSON config — your tone, vocab, banned words)
8–16 posts/month (LinkedIn, email, newsletter)
Content pillar strategy aligned to your expertise
Multi-pass AI generation with structured quality gates
AI-detection removal pass — strips robotic phrasing and patterns
SEC/FINRA compliance filter for financial advisor content
Content approval queue in Google Sheets
Platform-formatted output (LinkedIn, email, newsletter)
Example Timeline
Week 1
Brand voice interview, writing sample analysis, template build
Week 2
5 sample posts generated, reviewed, voice calibrated
Week 3
Compliance rules finalized, quality gate tuned
Week 4+
Scheduled content pipeline live
Typical prerequisites
3–5 writing samples (existing posts, emails, or articles)
Content topics or pillars you want to cover
LinkedIn account (for LinkedIn content)
30 minutes for brand voice interview
For advisors: list of compliance restrictions from your firm
Monthly breakeven
Recovered time worth $4,000–$9,600/mo
DAY 8
← PROFIT FOR REMAINING 22 DAYS
$697/mo
Automation cost
20–24 hrs
Monthly hours recovered
60 days
To measurable inbound lift
Discuss Your Version →
Illustrative Example
04 — Monthly Recurring
LinkedIn Inbound Response Automation
In this example, a strategic consultant's LinkedIn DMs were answered automatically — within minutes — with personalized, context-aware replies. Spam filtered, tone verified, advisor notified via Slack.
Typical range
$597+/mo
+ ~$500 setup • scope-dependent
What this engagement included
Real-time Gmail monitoring for LinkedIn message notifications
Spam/bot sender filtering — junk dropped before enrichment
Full sender enrichment (LinkedIn profile + company data)
Intent classification — inquiry, partnership, recruiting, etc.
AI-generated contextual reply matching your brand voice
Tone + accuracy validation pass before send
Auto-reply sent via LinkedIn within 3–6 minutes
Slack/email notification log of every conversation
Example Timeline
Week 1
Gmail connected, response templates built, brand voice configured
Week 2
10 test responses reviewed, intent classifier tuned
Week 3+
Live automation — you review, we refine
Typical prerequisites
LinkedIn account with email notifications enabled
Gmail/Google Workspace inbox receiving those notifications
Slack workspace (or email) for reply notifications
List of topics you do/don't want to auto-respond to
Comfort with AI replying on your behalf (approval process included)
Speed-to-response ROI
One saved deal covers the entire year
1 DEAL
← 12 MONTHS PAID
$597/mo
Automation cost
4 min
Response time (vs. hours/days)
21x
Higher conversion at 5 min vs 30 min
Discuss Your Version →
Illustrative Example
05 — Monthly Recurring
Cross-Platform Workflow Monitoring
In this example, a practice running 15+ automations across n8n, Make, and GHL got a unified alert system — false-positive filtered, severity-triaged, with an independent watchdog monitoring the monitor.
Typical range
$297+/mo
+ ~$300 setup • scope-dependent
What this engagement included
Error handlers installed on all your automation platforms
Central alert hub with normalized error payloads
False-positive filtering — transient errors suppressed
Severity triage — critical = SMS + email, warning = email only
15-minute dedup window — no alert spam
External heartbeat monitor (UptimeRobot) — watches the watcher
Monthly health summary with error trends
Example Timeline
Day 1–2
Audit existing workflows, map error points
Day 3–5
Error handlers deployed, alert routing configured
Day 6–7
Test failures triggered, verify alert delivery
Day 8+
Live monitoring, ongoing tuning
Typical prerequisites
At least 2 active automation workflows on any platform
Admin/editor access to your automation platforms (n8n, Make, GHL, Zapier)
Phone number for SMS alerts
Email for alert delivery
Monthly breakeven
Recovered monitoring time worth $8,000–$24,000/mo
DAY 1
← PROFIT FOR REMAINING 29 DAYS
$297/mo
Automation cost
0 min
Your monitoring time (alerts come to you)
$$$$
Revenue saved per undetected failure
Discuss Your Version →
Illustrative Example
06 — Setup + Monthly
Automated Client Onboarding
In this example, a financial advisory firm went from 45 minutes of manual onboarding per client to zero. Payment → welcome → intake → booking → AI-prepared session brief — all automatic, fraud-checked, and accuracy-verified.
Typical range
$1,997+
setup + ~$397/mo • scope-dependent
What this engagement included
Stripe webhook integration with Radar fraud detection
Automated CRM contact creation with service-specific tagging
Branded welcome email sequence
Custom intake questionnaire with input validation
PII detection and encrypted routing for sensitive data
Calendar booking integration with automated reminders
AI-generated session prep brief from intake responses
Hallucination check — brief verified against actual intake data
Prep document auto-delivered to advisor before first call
Monthly: template updates, sequence optimization, AI tuning
Example Timeline
Week 1
Onboarding call, map current process, Stripe + CRM connected
Week 2
Welcome sequence, intake form, calendar integration built
Week 3
AI prep brief tested with 3 mock clients, accuracy verified
Week 4+
Live — every new client auto-onboarded
Typical prerequisites
Stripe account (or willingness to set one up)
Defined service/product with a clear purchase flow
List of intake questions you need answered before first session
Calendar tool with booking link (Calendly, GHL, etc.)
Email account for client-facing communications
Monthly breakeven (at 10 clients/mo)
Setup cost recovered within 2 months
CLIENT #3
← CLIENTS 4–10 AT ZERO COST
$397/mo
Automation cost
~3 min
Per client (vs. 45–60 min manual)
Prepared
Advisor walks in ready → better retention
Discuss Your Version →
Before we start

Ground Rules & Expectations

Automation is powerful. It's not magic. Here's what to expect — and what we expect from you.

⏱
Setup takes time — then it's hands-off
Most services require 2–4 weeks of setup and tuning before they run autonomously. This isn't a delay — it's calibration. We're building infrastructure, not sending a one-off email. Once live, your involvement drops to near-zero.
🔑
You'll need to grant access
Automation requires connecting to your tools — CRM, email, LinkedIn, Stripe, calendar. We use dedicated service accounts with minimum-necessary permissions. You retain full control and can revoke access at any time.
🎯
Garbage in, garbage out
AI quality depends on input quality. If your ideal client profile is vague, lead gen will be unfocused. If your writing samples are inconsistent, content voice will be inconsistent. We'll push you to be specific upfront — it saves everyone time.
📐
The first 30 days are a tuning period
Every automation runs through a calibration window. Expect adjustments to scoring rules, response templates, and quality thresholds. This is normal. We monitor actively and optimize until output quality is consistently high.
⚖️
Compliance is shared responsibility
We build SEC/FINRA and CAN-SPAM filters into every relevant workflow. But your compliance team has the final say. We flag — you approve. Automated content for regulated industries always goes through an approval queue before publish.
🚫
No long-term contracts
Monthly services are month-to-month. Cancel with 30 days notice. If the automation isn't delivering value, we'd rather fix the problem or part ways honestly than lock you into something that isn't working.

None of these fit exactly? Good.

That's the point. Book a 30-minute strategy call and we'll map the automation to your actual workflow — your tools, your clients, your process. You'll leave with a concrete plan whether you hire us or not.

Book Your Strategy Call →

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AI-powered automation for financial advisors, strategic consultants, and coaches.