Automate Your Business So It Works While You Sleep

What the platform handles automatically versus hiring staff to do it manually — conservative annual savings.

📞

AI Receptionist & Unified Inbox

Included with Agency Pro

Automatic text-back for missed calls that pushes leads to booking.

One inbox for SMS, email, Facebook, Instagram, and Google.

Faster responses mean fewer lost opportunities.

Estimated annual labor saved: $30,000–$55,000
💬

Automated Follow-Ups

No extra payroll

Instant follow-up after forms, quotes, and missed calls.

Prebuilt workflows keep deals moving automatically.

Estimated annual labor saved: $5,000–$6,000
📅

Smart Booking & Reminders

No scheduling back-and-forth

Clients book appointments on their own time.

Automated reminders reduce no-shows.

Estimated annual labor saved: $8,000–$10,000
📈

CRM & Pipelines

One clear dashboard

Deals move through stages automatically.

No spreadsheets or tool-hopping.

Estimated annual labor saved: $4,000–$6,000
📊

Analytics & Reporting

Know what’s working

Real-time ROI and attribution reporting.

No manual report building.

Estimated annual labor saved: $6,000–$10,000

Annual Value of Leveraged Investments Software

Conservative savings from replacing tools and automating admin, scheduling, sales follow-up, and reporting.

$63,500 – $103,500 Saved Per Year
Leveraged Investments — DIY AI Software Plan
Leveraged Investments • DIY AI SOFTWARE PLAN

DIY AI Software Plan — Build Everything In-House

Replace multiple tools and expensive admin labor with one AI-powered platform. Your team builds the funnels, automations, and systems — we provide the infrastructure and tools.

DIY • SOFTWARE PACKAGE

DIY Software Plan

Get full access to the all-in-one Leveraged Investments platform for teams that want to build their own funnels, automations, and systems in-house — without stitching together 6–8 different SaaS tools.

$297/mo $199/mo One flat rate. No per-user fees.
  • ✓ Full Platform Access: funnels, websites, CRM, 2-way email & SMS, calendars, automations, memberships, communities, forms, surveys, invoicing, and more — all in one login.
  • ✓ You Build In-House: your team creates and manages workflows, sales funnels, campaigns, lead routing, and follow-up using your own strategies and offers.
  • ✓ Standard Support & Resources: knowledge base, training materials, templates, and examples so you can implement confidently without hiring a full dev team.
  • ✓ Unlimited Contacts & Users: grow as large as you want — no caps on database size, users, pipelines, forms, or automations.
  • ✓ AI-Enhanced Tools: use integrated AI to write copy, messages, follow-up sequences, and to accelerate page and workflow creation.
Built for teams with internal capacity that want enterprise-grade tools
without hiring a full tech department or stacking multiple subscriptions.
Get DIY Software — $199/mo
⚙️ One platform becomes your operations hub.  🚀 DIY for $199/mo with your team in control.  💸 Built to produce ROI — not just another software bill.
Leveraged Investments — DFY Partnership
Leveraged Investments • DFY PARTNERSHIP

DFY Partnership — We Build It, Run It, and Improve It

This is not software access. This is a done-for-you operating system for your marketing and follow-up. We handle the build-out, automation, and ongoing optimization so you don’t waste months “figuring it out.”

AGENCY + AI SYSTEMS TEAM

Full Software Platform + AI Build-Out + Ongoing Management

Pricing: $2,500 / month + $4,995 one-time setup

You receive complete access to the entire Leveraged Investments software platform, fully configured and 100% built for your business. You don’t log in to “figure things out.” Our team designs, builds, launches, and continuously improves the system that runs your marketing and operations.

  • ✓All Software Included: CRM, funnels, websites, calendars, two-way SMS & email, automations, pipelines, forms, surveys, invoicing, tracking, and AI tools.
  • ✓100% Built For You: custom funnels, booking flows, follow-up, pipelines, and automations designed around your offer.
  • ✓AI Build-Out: AI-powered messaging and workflows implemented and managed by our team.
  • ✓Ongoing Management: continued support, updates, optimization, and new builds as your business grows.
  • ✓You’re Hiring a Team: this is agency-level execution, not DIY software.
You’re not buying tools — you’re hiring a marketing agency and AI implementation team that builds and runs your system for you.
Start DFY Partnership
🤝 Full DFY partnership  •  🧠 All software included  •  🛠️ Built, managed, and optimized by the Leveraged Investments team
AI Growth Suite – A-La-Carte Solutions
AI GROWTH SUITE • A-LA-CARTE PRODUCTS

Choose the Exact AI Tools You Want — Activate One at a Time

Pick the products you want below and click Activate This Product.

Browse Products

Choose Your AI Growth Stack A-La-Carte

Each product below solves a specific growth problem. Activate them one at a time.

CONVERSIONS & LEAD CAPTURE

Web Chat Pro

24/7 AI website chat that greets visitors, answers questions, books appointments, and captures leads.
24/7 AI Chat
Lead Capture
Appointment Booking
  • •Instantly greets every visitor on your site.
  • •Answers FAQs and explains your services.
  • •Captures name, email, phone, and intent.
  • •Books appointments straight to your calendar.
  • •Logs every chat for follow-up and tracking.
$75 / month + $300 one-time setup
Activate This Product
Perfect for: Local services, coaches, agencies, B2B sites.
LOCAL SEO & VISIBILITY

AI SEO Pro

Automated listing cleanup and sync across 80+ platforms to fix NAP consistency and boost local rankings.
80+ Listings
NAP Consistency
Local SEO Booster
  • •Cleans and syncs your business listings across 80+ sites.
  • •Fixes name, address, phone, hours, categories, and links.
  • •Removes duplicates and repairs broken listings.
  • •Monitors and re-syncs your data every month.
  • •Includes reports and ongoing listing health.
$159 / month + $300 one-time setup
Activate This Product
Ideal for: Local businesses, multi-location brands, brick-and-mortar stores.
REVIEWS & REPUTATION

Review Builder Pro

Automate your reputation: request reviews, boost 5-star visibility, and handle negative feedback privately.
Auto Review Requests
Reputation Shield
Social Proof Engine
  • •Automatically sends review requests after jobs, appointments, or purchases.
  • •Routes 4–5 star reviews to public profiles and social content.
  • •Captures 1–3 star reviews privately so you can fix issues first.
  • •Builds trust, SEO, and conversion rates on autopilot.
$75 / month + $300 one-time setup
Activate This Product
Great for: Any business that relies on ratings, reviews, and local trust.
AFFILIATE GROWTH ENGINE

Affiliate Hub Pro

Affiliate management with funnels, tracking, payouts, and a training hub.
Affiliate Tracking
Funnels & Community
AI for Promos
  • •Track clicks, leads, sales, and commissions in one hub.
  • •Give affiliates private funnels and landing pages.
  • •Host a training center for partners.
  • •Automate commissions and bonus unlocks.
$199 / month
Activate This Product
Best for: Programs that want to scale through affiliates and partnerships.
AI SITES & FUNNELS

Unlimited AI Site & Funnel Builder

Build websites and funnels fast using AI — no designers, no coders, no waiting.
Unlimited Sites
Unlimited Funnels
AI-Generated Pages
  • •Describe what you want. AI builds the funnel or site for you.
  • •Generate layouts, sections, headlines, and copy in minutes.
  • •Drag-and-drop editor for quick tweaks and testing.
  • •Launch new offers without waiting on designers.
$75 / month
Activate This Product
Ideal for: Marketers, agencies, and entrepreneurs launching often.
VOICE & CALL AUTOMATION

AI Receptionist Pro

AI voice receptionist that answers calls, books appointments, and logs everything 24/7.
24/7 Voice
Inbound + Outbound
CRM + Calendar
  • •Answers inbound calls with your custom greeting.
  • •Books appointments directly to your calendar.
  • •Handles missed-call callbacks and simple follow-ups.
  • •Logs calls, notes, and recordings into your CRM.
  • •Includes A2P-verified business phone number.
$125 / month + $300 one-time setup
Activate This Product
Great for: Service businesses that hate missing calls or hiring extra staff.

You can activate multiple products using the same checkout link. On the confirmation page or follow-up call, simply note which products you’re choosing.

Pricing and availability subject to change. Setup fees apply where listed. Done-for-you services and labor-based work are billed separately if requested.

Frequently Asked Questions

Quick answers about Leveraged Investments — the all-in-one platform and the done-for-you build-out team.

Q What is Leveraged Investments? +
Leveraged Investments helps businesses with marketing, automation, and AI — from simple tools to full-service support. The goal is more conversations, faster follow-up, and cleaner systems that convert leads into booked appointments and sales.
Q Is this software, an agency, or both? +
Both. You can use the platform yourself (DIY software access), or you can partner with the team for done-for-you builds, automations, funnels, and ongoing optimization.
Q What problems does this solve? +
Missed leads, slow response times, inconsistent follow-up, low show rates, disorganized pipelines, and “too many tools” that don’t work together.
Q What’s included in the platform? +
Funnels and landing pages, CRM and pipelines, 2-way text and email inbox, campaigns, automations with AI, calendars and reminders, analytics, memberships and community, payments (Stripe), plus integrations and webhooks.
Q What is “Done-For-You Partnership”? +
It’s the software plus an implementation team. The team builds and maintains your funnels, automations, workflows, and AI configurations so your system keeps improving without you doing the technical work.
Q Can you work with my current tools or CRM? +
Usually, yes. If your current setup can be improved, we connect and clean it up. If it’s holding you back, we’ll recommend a simpler path so you’re not running patchwork software.
Q Do you replace my staff with AI? +
No. AI is used to reduce missed opportunities and repetitive tasks — like instant replies, routing, reminders, and consistent follow-up — so your team can focus on real conversations and closing.
Q How fast can I get this running? +
Simple setups can move quickly. Full builds depend on complexity and how many lead sources and workflows you want connected. The team confirms a realistic timeline after a quick discovery of your goals and current process.
Q Do you discuss pricing on the first call? +
The screening call is focused on goals and fit. Pricing is handled after the team understands what you need and how fast you want it implemented.
Q What is TW3? +
TW3 is a marketing agency training platform we work with that provides hosting tools and marketing training for entrepreneurs and agency owners. If you want details, the team can follow up by text.
Q What do you need from me to get started? +
Two things: what you want to improve (leads, follow-up, booking, reporting, etc.) and your timeline. From there, we’ll ask for only the essentials needed to build your workflows.
Funnels CRM Text & Email Automations AI Follow-Up Calendars Analytics