TemplateStarting at $1,500
Done-For-You Systemly Install
Logan installs Systemly in your workspace, tuned to how your agency delivers. Pipeline configuration, proposal templates, 2 AI agents live in the org chart, client portal setup, and 4 weeks of post-launch tuning.
What's Included
- Discovery call + agency ops audit
- CRM and pipeline configuration
- Proposal and contract templates wired to SignWell
- 2 custom AI agents built and live in the org chart
- Client portal configured for your client base
- 4 weeks post-launch tuning (async, 2 check-ins)
How to Use This Template
- Book a $249 Agency Systems Audit (100% credited to the install)
- Complete the intake so we can scope the install precisely
- Systemly gets configured while you keep running your agency
- Go live after a walkthrough and approval call
- 4 weeks of tuning included — request tweaks async
Who This Is For
- •AI agency founders who want the system running without spending a week configuring it
- •Agencies migrating from GHL, HubSpot, or a Notion+Zapier stack
- •Consultants who want the founder of the platform to install it personally
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Template FAQ
How long does the install take?
Most installs complete in 1-2 weeks from the kickoff call, depending on how quickly access is shared.
What if my needs are larger than the Essentials tier?
See the Systemly Install — Complete and Scale tiers on the consulting page. They include more agents, automations, and tuning weeks.
Does the $249 audit fee get credited?
Yes. 100% of the audit fee is credited toward any install package.