🧠 Core Platform Features
🔧 CRM & Pipeline Management
Fully unlocked Zen CRM Systems
Custom pipelines, stages & deal tracking
Lead scoring, tagging & smart lists
Contact-level automation triggers
⚙️ Automation & Workflow Engine
Access to all existing automations
Multi-step workflows (email, SMS, AI, calls)
Behavior-based follow-ups & nurturing
6 Automation Updates per Year (strategic enhancements, not just tweaks)
🌐 Funnels, Pages & Offers
All current landing pages included
All existing offers & funnels preserved
Conversion-optimized layouts
Hosting included (no external tools needed)
🤖 AI-Powered Agents (High-Value Differentiator)
💬 AI Website Chat Agent
Embedded AI chat on landing pages
Trained to qualify, answer & book leads
24/7 lead engagement & capture
📲 AI SMS Texting Agent
Automated two-way SMS conversations
Lead follow-ups, confirmations & reactivations
Human-like responses powered by AI
☎️ AI Voice Calling Agent (ElevenLabs)
1,000 minutes per month included
AI-powered outbound & inbound calls
Natural-sounding voice conversations
Perfect for lead qualification & appointment setting
📢 Advertising Assets (Already Built)
All existing ad sets included
Funnels and automations remain connected
⚠️ Ad management not included (Client may run ads internally or hire externally)
🔄 Ongoing Optimization & Support
🧠 AI & Agent Enhancements
6 AI Agent Updates per Year
Prompt optimization & response improvements
Performance tuning based on real usage
💬 Priority Support
Unlimited Zen Support Chat
Faster response times
Direct platform assistance
🧩 Extended AI Ecosystem Access
Access to Extendly Zen Agents
Advanced AI tools & integrations
Continuous feature expansion
📞 Monthly Strategy Call
1 × 30-Minute Call per Month with Walter
Performance review & optimization strategy
Automation & scaling guidance
🔐 Billing & Access Requirements
Card on file required in Zen CRM System
Client responsible for telephony/FedEx usage costs
Prevents service interruption or system pause
Setup Fee: $3500