Solution-Suite
Managed growth systems for local and service-based businesses

Stay Visible. Build Trust. Follow Up. Get Time Back.

Solution-Suite helps local and service-based businesses strengthen their online presence, capture opportunities, and follow up consistently — while we manage the technology behind it.

From Google visibility and reviews to lead capture, CRM, automation, interactive business apps, and practical AI support, we connect the pieces so your business can stay responsive while you stay focused on running it.

  • Less technology to manage
  • Built for service-based businesses
  • Follows up every time
Solution-Suite — activity (illustrative)

Visibility

Managed

Leads

Captured

Follow-up

On schedule

New lead capturedjust now
Review request sent2m ago
Follow-up scheduled5m ago
Appointment request received8m ago
CRM updated12m ago

Illustrative example — not a guarantee of results

The Solution-Suite Growth System

The path from visible to time back

We focus on what business owners want to accomplish — not software features. Each step supports the next, creating a more connected customer journey.

01

Stay Visible

02

Build Trust

03

Capture Leads

04

Follow Up

05

Automate

06

Get Time Back

Stay Visible · Build Trust · Capture Leads · Follow Up · Automate · Get Time Back

A common challenge

Running your business shouldn’t mean managing every marketing tool yourself.

Most business owners know they need to stay visible, collect reviews, respond quickly, follow up with leads, and keep up with changing technology. The challenge is that all of those pieces can become another full-time job.

Your Google presence needs attention

Reviews are not being requested consistently

Leads come from several different places

Follow-up depends on someone remembering

Calls and inquiries can get missed

Software does not always work together

New technology keeps creating more to manage

Solution-Suite helps connect the pieces so your business can stay visible and responsive without everything depending on you.

Packages

Choose the level of support that fits your business

You do not need every tool at once. Start with the level of support your business needs today and build from there.

Visibility Foundation

Be Seen. Build Trust.

$997 setup + $197/month

For businesses that need a stronger online presence, reputation support, and a simple way for potential customers to connect.

  • Google Business Profile optimization
  • SmartReview reputation system
  • Simple lead-capture page
  • Simple interactive lead tool
  • Ongoing Google visibility
Most Popular

Visibility & Follow-Up System

Stay Visible. Stay Connected.

$1,997 setup + $397/month

For businesses that want to stay visible, capture opportunities, organize leads, and follow up more consistently.

  • Everything in Visibility Foundation
  • CRM and lead pipeline
  • Automated lead follow-up
  • Customized interactive business app
  • Website inquiry assistant

Business Automation System

Automate the routine. Focus on the business.

$3,497 setup + $697/month

For businesses ready to use CRM, AI, and automation to reduce repetitive communication and support lead handling behind the scenes.

  • Everything in Visibility & Follow-Up
  • Full Conversation AI
  • AI Voice system
  • Advanced CRM automation
  • Advanced follow-up and lead routing

AI Voice usage billed separately.

All Solution-Suite packages begin with a 3-month initial commitment.

Interactive Business Apps

Turn curiosity into conversation

Traditional lead magnets often ask someone to download a PDF and read it later. Solution-Suite creates interactive business tools that invite potential customers to participate, explore their situation, and take the next step.

AssessmentsCalculatorsQuizzesReadiness toolsEstimatorsPlanning toolsDecision guidesRecommendation tools
1Engage
2Learn
3Capture
4Follow Up
5Book

Interactive apps can help turn website visitors into real opportunities by connecting directly with lead capture, CRM, notifications, follow-up, and appointment booking.

See Real Interactive App Examples

Interactive apps can be designed around the questions prospects are already asking. Here are a few real examples across different industries.

Real EstateSolution-Suite App
Marin Move Planner — Real Estate interactive app preview

Marin Move Planner

An interactive planning tool that helps homeowners think through whether staying, selling, or making a move may be the right next step.

Life InsuranceSolution-Suite App
Life Change Preparedness — Life Insurance interactive app preview

Life Change Preparedness

An interactive experience that helps visitors consider how major life changes may affect their financial protection and preparedness.

Estate PlanningSolution-Suite App
Laurel Law Planning Tool — Estate Planning interactive app preview

Laurel Law Planning Tool

An interactive planning experience that helps visitors think through estate-planning considerations and identify topics they may want to discuss with an attorney.

Educational and intake support only. Does not provide legal advice.

Financial ProfessionalsSolution-Suite App
Financial Planning Experience — Financial Professionals interactive app preview

Financial Planning Experience

An interactive planning experience that helps visitors think through important areas of their financial life and identify topics they may want to discuss with a financial professional.

For educational purposes only. This tool does not provide investment, financial, tax, or legal advice.

Mortgage LendingSolution-Suite App
Mortgage Planning Experience — Mortgage Lending interactive app preview

Mortgage Planning Experience

An interactive planning tool that helps homebuyers and homeowners explore mortgage-related questions, organize their goals, and prepare for a conversation with a mortgage professional.

For educational and planning purposes only. This tool does not constitute a loan approval, offer of credit, or financial, tax, or legal advice.

Home ServicesSolution-Suite App
Roofing Advisor — Home Services interactive app preview

Roofing Advisor

An interactive home-services experience that helps homeowners answer a few questions, better understand their situation, and identify a practical next step.

What Could an Interactive App Look Like for Your Business?

From assessments and calculators to planners, estimators, and decision guides, Solution-Suite can build an experience around the questions your customers are already asking.

Visibility & Reputation

Make it easier for customers to find you — and feel confident choosing you.

Google Business Profile
Ongoing Google visibility
SmartReview
Review generation
Reputation management
Professional digital presence

Help the right people find you and trust what they see.

AI & Automation

Practical AI. Less repetitive work.

AI should make running your business easier — not give you another system to learn. Solution-Suite helps businesses use practical AI and automation behind the scenes to handle routine communication, follow-up, and customer inquiries more consistently.

1Inquiry
2CRM
3AI / Automation
4Follow-Up
5Appointment

Conversation AI

Help with:

  • Common questions
  • Service information
  • Lead capture
  • Appointment direction
  • Human handoff

AI Voice

Help with:

  • Incoming calls
  • After-hours inquiries
  • Missed calls
  • Basic qualification
  • Appointment requests
  • Call routing

CRM Automation

Help with:

  • New lead acknowledgment
  • Notifications
  • Missed-call follow-up
  • Appointment reminders
  • Lead nurture
  • Customer follow-up
  • Review requests
  • Lead reactivation

You do not need to become an AI expert.

We help set it up, connect it, test it, and manage the system around your business.

Industries

Built for the way local and service-based businesses work

Different businesses have different customer journeys. We tailor visibility, follow-up, and automation around how your business actually works.

How it works

We keep the process simple

1

Discover

We identify where your business may be losing visibility, trust, time, or opportunities.

2

Build

We put the appropriate visibility, reputation, lead-capture, CRM, and automation pieces in place.

3

Automate

We create consistent follow-up and reduce repetitive work where automation makes sense.

4

Grow

We monitor, improve, and expand the system as your business needs change.

Why Solution-Suite

One partner. Fewer moving pieces.

Business owners should not have to coordinate multiple platforms, vendors, logins, and disconnected marketing tools just to stay competitive.

Visibility
Reputation
Lead Capture
CRM
Follow-Up
Interactive Apps
Automation
AI Support
Photography & Branding

The technology works behind the scenes. You stay focused on the business.

Based in Novato, California, serving local and service-based businesses throughout the Bay Area and across the U.S.

You don’t need more software. You need a better system.

Let’s look at how customers are finding your business, what happens after they show interest, and where technology could make the process easier.