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Our Services
Suite Fleet Key Automations
Smart Systems That Take Work Off Your Plate
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Suite Fleet builds and manages automations that reduce manual work, improve follow-through, and create a polished client experience across email, website, and social.
All automations are:
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Customized to your business
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Managed by a real assistant
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Tracked in a shared project system (Monday)
Inbox → Task Automation
Flow:
Inbound request → organized action
Stack:
ChatGPT ∙ Monday
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What it does:
Turns important emails into tracked tasks.
How it works:
Identify action emails → summarize → create Monday task w/ owner + due date → track status.
Used when:
You’re drowning in email and requests fall through cracks.
Example: “Can you send the invoice by Friday?” → task created + assigned.
Pricing: Setup $375 · Management $150/mo
Website Lead Intake → Follow-Up
Flow:
Inbound lead → qualified → next step
Stack: Wix · Octane AI · ChatGPT · Apollo · Monday
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What it does:
Captures and qualifies leads, then triggers follow-up.
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How it works:
Chat/form intake → qualify + categorize → push to Apollo + Monday → follow-up sequence starts.
Used when:
Website leads don’t convert or response time is slow.
Example:
Visitor asks “Pricing?” → qualified → booked-call task created.
Pricing: Setup $450 · Management $225/mo
Meeting Summary → Action Items
Flow:
Conversation → clarity → execution
Stack:
Otter · ChatGPT · Monday
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What it does:
Transcribes meetings and turns decisions into tasks.
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How it works:
Otter transcript → ChatGPT summary + action items → Lindy pushes tasks into Monday.
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Used when:
Meetings happen but next steps aren’t consistent.
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Example:
Discovery call → summary + follow-up tasks + due dates.
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Pricing: Setup $300 · Management $175/mo
Sales Follow-Up Automation
Flow:
Interest → reminder → response
Stack:
Apollo · ChatGPT · Monday
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What it does:
Automatically follows up so leads don’t go cold.
How it works:
Trigger after call/form/outreach → send follow-up sequence → categorize replies → create tasks for next actions.
Used when:
Follow-ups rely on memory.
Example: Visitor asks “Pricing?” → qualified → booked-call task created.
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Example:
No reply in 3 days → polite follow-up sent automatically.
Pricing: Setup $350 · Management $175/mo
LEAD & OUTREACH AUTOMATIONS
Targeted Lead List → Outreach Launch
Flow:
Ideal customer defined → outreach → response
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Stack:
LinkedIn Sales Navigator · Apollo · ChatGPT · Hoppy Copy · Monday
What it does:
Finds the right people and starts outreach.
How it works: Define ICP → build list in Sales Nav → enrich in Apollo → generate messaging → launch sequences + track in Monday.
Used when:
You want predictable outbound for clients/partners/sponsors.
Example: “Sacramento nonprofits, Exec Directors” → list + outreach launched.
Pricing: Setup $500 · Management $250/mo
Personalized Outreach Sequences
Flow:
Targeted list → personalized outreach → reply
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Stack:
Apollo · ChatGPT · Hoppy Copy · Monday
What it does:
Runs human-sounding email outreach at scale.
How it works:
Persona messaging → sequencing → reply routing → pipeline tasks created.
Used when:
Outreach feels generic or inconsistent.
Example: Coach vs. nonprofit director get different copy and CTA.
Pricing: Setup $450 · Management $225/mo
Reply Triage → Next-Step Tasks
Flow:
Reply received → categorized → action created
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Stack:
Apollo · ChatGPT · Monday
What it does:
Categorizes replies and creates the right next step automatically.
How it works:
Detect reply → label (Hot/Warm/Not now/No) → generate response draft → create tasks (book call, send info, follow-up date).
Used when:
Replies come in but don’t get handled fast.
Example:
Circle back next month → follow-up task scheduled + nurture added.
Pricing: Setup $350 · Management $175/mo
EMAIL MARKETING AUTOMATIONS
New Subscriber Welcome Flow
Flow:
Inbound subscriber → education → readiness
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Stack:
Mailchimp · ChatGPT · Monday
What it does:
Welcomes new subscribers and warms them up automatically.
How it works:
New subscriber → welcome email → resource + trust builder → soft CTA → tasks created for high-intent replies.
Used when:
You want subscribers to become leads.
Example: Download lead magnet → welcome + “how we help” sequence.
Pricing: Setup $350 · Management $175/mo
Email Nurture Automation
Flow:
Inbound subscriber → education → readiness
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Stack:
Mailchimp · ChatGPT · Monday
What it does:
Welcomes new subscribers and warms them up automatically.
How it works:
New subscriber → welcome email → resource + trust builder → soft CTA → tasks created for high-intent replies.
Used when:
You want subscribers to become leads.
Example: Download lead magnet → welcome + “how we help” sequence.
Pricing: Setup $350 · Management $175/mo
WEBSITE Q&A AUTOMATIONS
Website Q&A Automation (Chat + FAQ Concierge)
Flow:
Visitor question → trusted answer → next step (Scrutinized + corrected)
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Stack:
Wix · Octane AI · Ingest AI · ChatGPT · Monday
What it does:
Answers website questions accurately and moves visitors forward.
How it works:
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You upload approved content (services, pricing ranges, policies, menus, FAQs)
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Ingest AI structures it so answers stay grounded
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Octane AI handles the website chat experience
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ChatGPT responds conversationally using only approved content (guardrails)
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If the question signals buying intent, we create a Monday task (or push to Apollo)
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Used when:
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Visitors ask the same questions repeatedly
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Clarity improves conversion (services, pricing, booking, policies)
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You want fewer emails/DMs and more bookings
Example:
What’s included in your package? → instant answer + book a call option + lead logged.
Pricing: Setup $400 · Management $175/mo
SOCIAL + DM AUTOMATIONS (LinkedIn, Instagram, Facebook)
DM Tools we can use (depending on platform)
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Linkedin DMs: Expandi
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Instagram & Facebook DMs: ManyChat or MobileMonkey
(We run these throttled and human-managed, never spammy.)
Social Engagement → Response Queue + Follow-Up
Flow:
Engagement → response → relationship
(Improved version of the old #10 concept)
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Stack:
ManyChat/MobileMonkey (IG/FB) · Expandi (LinkedIn) · ChatGPT · Monday
What it does:
Captures meaningful engagement and turns it into timely responses + follow-up tasks.
How it works:
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Engagement triggers (comment keyword, story reply, DM keyword, LinkedIn connection accepted)
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Message is drafted (or auto-sent for simple acknowledgments)
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High-intent engagements create Monday tasks for a human follow-up
Used when: ​​
You’re active on IG/FB/LinkedIn but don’t have time to keep up with DMs/comments.
Example: IG story reply → instant friendly response + follow-up task if they ask about pricing.
Pricing: Setup $400 · Management $225/mo
Content → Engagement → Lead Signal
Flow: Post published → repeat engagement → intent detected
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Stack: ManyChat/MobileMonkey (IG/FB signals) · Expandi (LinkedIn signals) · ChatGPT · Monday
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What it does: Flags warm leads based on repeated engagement.
How it works: Monitor repeat engagers → score/flag → create follow-up tasks → optional DM outreach.
Used when: You want social to produce leads without guessing.
Example: Someone engages 3x in a week → follow-up DM + Monday task.
Pricing: Setup $300 · Management $175/mo
Direct DM Messaging Automation
Flow: Trigger → DM sent → reply → next step
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Stack:
Expandi (LinkedIn) · ManyChat/MobileMonkey (IG/FB) · ChatGPT · Hoppy Copy · Monday
What it does:
Sends platform-appropriate DMs that start conversations.
How it works:
Trigger (new follower, keyword, engagement) → personalized DM → replies triaged → tasks created.
Used when:
Your audience lives in DMs (coaches, F&B, local businesses).
Example:
New IG follower gets a welcome DM + free resource link.
Pricing: Setup $400 · Management $225/mo
New Follower → Welcome Message Automation
Flow: New follower → welcome → familiarity
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Stack: ManyChat/MobileMonkey (IG/FB) · Expandi (LinkedIn optional) · ChatGPT · Monday
What it does: Welcomes new followers with a light, non-salesy message.
How it works: New follow → welcome DM → optional “reply with X” prompt → log engagement.
Used when: You’re growing audience and want people to feel seen.
Example: “Thanks for following — want our quick guide on saving time each week?”
Pricing: Setup $3000 · Management $125/mo