Your Offer & Pricing
Price a defined service, include its costs, and explain what the client pays.
Why this matters
These example fees are starting points, not market-rate claims. Price for scope, workload, costs, and client needs. Your manual service fee is independent of automated SaaS/rebilling features.
Before you begin
- Tested demo and chosen delivery model.
- Current software, AI, communications, and fulfillment costs.
Finish with this
Written package, fees, usage terms, support, cancellation, and a correct first invoice.
Use the checks below to record actual work. They do not certify third-party approval or client results.
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Matching tools
Use these to prepare drafts and estimates. Complete actual configuration in the correct HighLevel location.
Pricing Calculator
Compare example service prices with the costs you enter. This estimate is incomplete wherever an expense is left at zero. It does not promise profit.
The agency subscription is divided by paying clients. Every other input is per client; one monthly collection is assumed. Communications include numbers, calls, SMS segments, carrier fees and recurring registration fees. AI plans do not include phone/SMS charges. Include domains, support and other costs relevant to your scope. Setup fees and one-time setup costs are separate.
Starter has three total sub-accounts, including your own agency location and demos. Count all locations before adding clients.
The same cost assumptions are applied to each package for comparison. Adjust them for the actual scope. Taxes, refunds, acquisition costs and any omitted expenses reduce what you keep. Charging a service fee does not require automated SaaS billing. Check platform plans, AI costs and communications rates before quoting a client.
Instructions and examples
Consistent illustrative service packages
| Service | Example fees | Example scope |
|---|---|---|
| Conversation AI | $297 setup + $297/month | One website chat assistant, approved FAQs, capture/connected booking, testing, monitoring, and agreed support. |
| Voice AI | $497 setup + $497/month | One phone assistant, FAQs, booking/callbacks, agreed routing, testing, monitoring, and support. |
| Complete | $997 setup + $797/month | Both chat and phone, with shared approved knowledge, routing, monitoring, reporting, and support. |
These are client service prices. Define usage included to a stated allowance or billed separately. Websites, review requests, extra locations, and ads are included only if written into scope. Use an existing site for chat when appropriate; a free website is not required.
Voice setup plus first month = $497 + $497 = $994 before disclosed tax/extras, if both are due immediately. This is revenue, not profit. Specify monthly start and renewal dates if setup or approvals are pending.
Count the full cost
Client service revenue: Agency base plan and paying clients sharing it: AI per client, allowance and overages: Number rental: Call/SMS/MMS usage and fees: Email/add-ons: Processing fees: Fulfillment/support cost: Other overhead: Estimated gross margin before taxes: Usage alert/cap/overage policy:
For [Business], I will configure [scope] and test [booking/callback outcome] with your team. Setup is $[fee]. Monitoring, [work], and support cost $[fee]/month from [date/condition]. [Allowance/extra-cost terms]. We will review actual outcomes, without promising a number of new customers.
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Your next action
Research businesses fitting that package in Phase 7.
If blocked, note this phase, account view, location, expected/actual result, and a redacted screenshot. Use your available community/support channel. Menu names can change; confirm the right view before changing a plan.
Written instructions reviewed October 8, 2026. Official links are the reference for current prices and requirements. Older recordings may show different menus or terms.