Choose how the work gets done
Outcomes
Three ways the work gets done
Every function you deliver for a client lands in one of three places. You run it on the platform yourself, the team builds it with you and hands you the keys, or the team runs it month after month.
A setup engagement is not a subscription. The team does the hard configuration once, walks you through what they built, and leaves you operating it.
What you can already run yourself
A large share of this work is available to you directly, with no service order at all. Before you hand a function over, check whether a product you already resell covers it.
- An AI Receptionist you configure yourself answers web chat, captures leads, and books meetings. Conversations AI is the activation; the configuration is yours to do.
- Reputation AI drafts and sends review responses, and Social AI schedules posts across connected networks.
- Automations carry work between products on their own: a new lead creates a task, a completed form triggers a follow-up, a won opportunity starts onboarding.
- Local SEO keeps listings synced without a person editing them one directory at a time.
- Vibe builds the small custom things a client asks for, in plain English, without a development engagement.
If you want to run this side well, Hire your first AI Employee takes you through deploying, training, and growing a roster yourself. Doing it yourself costs configuration time rather than a monthly fee, and the margin is entirely yours.
What a setup engagement covers
Done with you fits work that is built once and then simply runs.
- AI Employee Setup configures, trains, and launches one AI employee, including the technical work behind it: chat widget installation, CRM pipeline and smart list, booking and service-area connections, and the automations around them.
- Managed Ads Campaign is specialist-built after an onboarding call, then optimized against your goals.
- Templated and Accelerated Templated website builds start from a template you choose, with an onboarding call and a round of major revisions before go-live.
What a managed service covers
Done for you fits recurring craft work, where the value is in someone producing output every month rather than configuring a system once.
- Social Media Management produces monthly posts, stories, custom images, Facebook post boosting, and quarterly or monthly SEO blogs, depending on tier.
- Local Listings Management monitors Google, Apple Business Connect, and Bing Places every month, posts to Google Business Profile, and responds to reviews retroactively.
- Google Business Profile Optimization handles claiming, verification, and monthly profile updates and posting.
- Blog Posts arrive monthly, written a month ahead so they land with the season.
- Express Ads launches in minutes and optimizes itself through the MatchCraft platform.
- The AI Workforce Optimization Plan keeps an AI employee performing after launch, with a monthly check-in and unlimited change requests.
Four questions that decide it
Run any function through these before you place it.
1. Is the work built once, or produced every month? A website, an AI employee launch, and a campaign build are one-time construction: done with you fits, and you own the result. Posting, review responses, and listing monitoring produce fresh output every month, which is what a managed service is for.
2. Does a product you already resell cover it? Where Reputation AI, Social AI, Local SEO, or a self-configured AI Employee does the job, the function costs you configuration time rather than a monthly fulfillment fee, so the margin stays with you, and the configuration you work out once makes the next client faster.
3. Do you have the craft in-house? Ad optimization, Google Business Profile verification appeals, and website builds are specialist skills with real failure modes. Where the craft is not on your team and you do not want to build it, the team already has it.
4. What does this look like at ten clients? A function you run yourself multiplies by every account you add. A managed service holds its shape as you scale, and it prices per account, so growth stays predictable. Volume is the variable the first three questions do not account for.
Pick one client and list every function you deliver for them: website, social, reviews, listings, ads, chat. Put each one into a column of the diagram above. Anything you cannot place is worth a second look, because it means the delivery model was never chosen deliberately.
Mixing the three
All three models run side by side. A single client can have an AI Receptionist you configured yourself, a website the team built with you last quarter, and social posting the team produces every month. How you work with the platform and our team is totally up to you and how your company wants to operate.
Knowledge Check
Three quick questions on placing a function, what the platform already covers, and the question that accounts for volume.