Choose the starting point that matches what you need today. If you need help aligning your marketing and operations strategy, start with a Workflow Growth Plan. If you already know what needs to be implemented, choose a service or request a custom build-out quote. If you are unsure, book a free 15-minute Discovery Call.
CHOOSE YOUR STARTING POINT
Build the Strategy—or Start Implementation
I NEED A MARKETING AND OPERATIONS STRATEGY
Choose a Workflow Growth Plan
Get a prioritized roadmap showing what is limiting growth, what to fix first, what to automate, which marketing or operational services belong in the plan, and what not to buy yet.
100% IMPLEMENTATION CREDIT
When PointWake is hired to implement the recommendations, your full Growth Plan fee is applied toward the quoted build.
Go directly to CRM, managed support, a custom build-out, an AI receptionist, website services, SEO, advertising, or another defined PointWake service. A Growth Plan is not required when the need is already clear.
Available for eligible CRM, voice and messaging configurations. Includes HIPAA feature activation and BAA support where applicable. HIPAA compliance is a shared responsibility; customers remain responsible for their policies, staff training, access controls and appropriate handling of protected health information.
Access the PointWake CRM, proven snapshots and setup guidance while operating the system yourself. This plan is designed for businesses that want PointWake's software and workflow foundation without ongoing managed support.
PointWake CRM software
Templates and snapshots
Snapshot installation
Basic setup guidance
Self-service and AI support
First live month included
You are responsible for operating, maintaining and optimizing the system. Custom workflows, migrations, integrations and hands-on technical work are quoted separately.
Get PointWake CRM access, snapshots, assisted setup and ongoing technical support by email and text. Every plan is customized according to the systems, workflows and level of support your business needs.
PointWake CRM software
Templates and snapshots
Assisted snapshot setup
Email and text technical support
Troubleshooting and ongoing system assistance
Customized support scope
First live month included
Setup support covers the installation and basic configuration of existing PointWake snapshots. Custom workflows, data migrations, third-party integrations and major customization require a separate build-out quote.
Managed plans that include assisted setup require an initial three-month commitment.
Personalized CRM management for businesses that want PointWake actively involved in supporting, maintaining and improving their system. Every White-Glove plan is custom quoted based on the workflows, integrations, support requirements and desired level of involvement.
Everything in Managed CRM Support
Personalized technical-support plan
Priority email and text support
Priority live technical support
Proactive workflow monitoring
Ongoing system optimization
Workflow updates within contracted scope
Scheduled system reviews
Preferred pricing outside monthly scope
Potential inclusions above are examples and depend on the custom proposal. Every White-Glove engagement is scoped individually.
Custom terms are listed in the customer's proposal.
First-month policy. Your first live month of PointWake CRM or managed CRM support is included. Recurring billing begins afterward. This offer applies only to PointWake CRM and software-related plans. It does not apply to SEO, Google Ads, Meta Ads, GBP management, website care, AEO/AI-search management, marketing bundles, ad spend, phone/SMS/email/AI usage charges, or other third-party charges.
Contract terms. PointWake CRM Access is month-to-month. Managed CRM plans that include assisted setup require an initial three-month commitment and continue according to the terms in the customer's proposal. Marketing-service terms are listed separately.
Section 3
Custom Build-Outs
CRM, automation and operational build-outs are custom quoted based on the required workflows, integrations, users, platforms and implementation scope. The complete quoted build-out fee is paid before implementation begins.
100% of the Growth Plan fee is credited toward the quoted PointWake implementation when PointWake is hired to carry out the plan's recommendations.
Work outside accepted scope requires a separate quote
Ongoing management is optional
Operate the completed system yourself
Use your own GoHighLevel or another appropriate platform
Setup-only services do not include continuing monitoring or optimization
Third-party software and usage charges may be separate
The Workflow Growth Plan examines how leads, customers, information and responsibilities move through your business. PointWake identifies the highest-cost bottlenecks and delivers a prioritized plan showing what to fix, what to automate and what not to spend money on yet.
Entry Workflow Growth Plan
$497
100% IMPLEMENTATION CREDIT
One 45-minute virtual session to understand your process, identify bottlenecks, and uncover your biggest workflow opportunities.
If you hire PointWake to implement the recommendations, your Workflow Growth Plan fee is credited in full toward the quoted build-out.
Section 5
AI Receptionist & Voice Agents
An AI receptionist answers every call 24/7, books the job, and logs the lead in your CRM. Two tiers, with talk minutes included and usage billed only past the allowance.
Recommended starting point
Turnkey AI Receptionist
$997 one-time setup
$297/mo, includes 500 talk minutes
$0.35 per minute after the first 500
HIPAA plans starting at $297 a month.
Available for eligible CRM, voice and messaging configurations. Includes HIPAA feature activation and BAA support where applicable. HIPAA compliance is a shared responsibility; customers remain responsible for their policies, staff training, access controls and appropriate handling of protected health information.
Pick the marketing services your business actually needs. Prices are fixed and shown per product.
Marketing services are separate from PointWake CRM and managed-support plans. The included first CRM month does not apply to marketing retainers, advertising management, advertising spend or third-party usage charges.
Local SEO, GBP management, and AI-driven content review
PointWake runs local SEO, Google Business Profile management, and AI-driven content review for Premier Chiropractic across two Texas locations, including claim-by-claim AI verification of every published post.
Scope
Two-location local SEO and GBP engine
Method
Claim-by-claim AI verification on every post
Status
Active engagement, monthly reporting in place
“I cannot say enough about PointWake and what they've done for my business in the automation and AI space! They showed me how everyone else doing this job had only done it halfway. Thank you, PointWake.”
Dr. James Parsons, five-star Google review (Local Guide)
No. If you already know exactly what service or system you need, PointWake can scope and quote the build-out directly. The Workflow Growth Plan is recommended when the real cause of the problem is unclear.
Is the Workflow Growth Plan fee credited?
Yes. If you hire PointWake to implement the recommendations, the fee is credited in full toward the quoted implementation.
How are custom build-outs priced?
PointWake provides a custom quote based on the required systems, workflows, integrations and implementation scope. The complete quoted setup fee is paid before the build begins.
Is ongoing management required?
No. You may operate the completed system yourself, use PointWake CRM Access or select a custom managed-support plan.
What is the difference between CRM Access and Managed CRM Support?
PointWake CRM Access provides the software, snapshots and basic setup guidance for customers who want to operate the system themselves. Managed CRM Support adds assisted setup and continuing technical support based on a custom scope.
Is the first CRM month included?
Yes. The first live month of PointWake CRM or managed CRM support is included. The offer does not apply to marketing services, advertising management or third-party usage charges.
Does Managed CRM Support require a commitment?
Managed plans that include assisted setup require an initial three-month commitment. The specific terms are included in the customer's proposal.
Does PointWake guarantee SEO or advertising results?
No responsible provider can guarantee specific rankings, lead volume, advertising returns or revenue. PointWake provides implementation, management, optimization and transparent reporting according to the agreed service scope.
Does the HIPAA option make my entire practice compliant?
No. PointWake provides an eligible HIPAA-enabled technology environment and BAA support where applicable. Each organization remains responsible for its own HIPAA policies, risk analysis, workforce training, access controls and proper use of protected health information.
What do HIPAA plans cost and what do they cover?
HIPAA plans start at $297 a month. That covers the HIPAA-enabled PointWake CRM environment and applicable configuration for eligible services. Voice, messaging, AI and third-party integrations must be reviewed for eligibility before protected health information is used.
Is every PointWake service covered?
No. HIPAA availability applies only to specifically approved CRM, communication and automation configurations. Marketing services and unapproved third-party tools are not included.
How do AI receptionist talk minutes work?
Each plan includes a monthly minute allowance, 500 on Turnkey, 1,000 on Custom. Anything beyond that is $0.35 per minute, billed monthly. You'll see your usage on every invoice, and we'll flag you before a busy month becomes a surprise.
Should I choose a Growth Plan or a service?
Choose a Growth Plan when you need help aligning marketing and operations, identifying the real bottleneck, or deciding what to implement first. Choose a service when the need is already clear and you are ready to move toward implementation. If PointWake implements recommendations from a Growth Plan, 100% of the plan fee is applied toward the quoted build.
See if your business is ready for AI. We will review your workflows, follow-up, CRM setup, and automation opportunities, then show you the easiest next step.
