Workflow Automations Plans – Service (Healthcare, Finance, IT, Local Services)

We offer flexible, transparent, and scalable packages tailored to fit every stage of your business whether you’re a startup launching your first store or an established brand looking to scale.

Category Deliverables
Starter
Growth
Premium
Setup & Tech
Platform Setup (Zapier/Make)
Basic setup
Multi-platform setup
Advanced setup + team accounts
CRM Workflow Setup (Zoho, HubSpot, GoHighLevel, Sem…)
1 workflow (lead capture)
3 workflows (leads, email, calendar)
6+ workflows (sales, HR, finance, ops)
Appointment Booking Integration
Basic (Calendly/Google)
Advanced (multi-calendar + reminders)
Workflow Types
Lead Capture
Form → CRM
Form → CRM + WhatsApp/Email
Multi-source routing + lead scoring
Sales Notifications
Email only
Multi-channel (Slack, WhatsApp)
Advanced escalation + priority routing
Document Collection Automation
Basic upload (Google Drive)
Advanced KYC / Doc verification
Client Onboarding Automation
Welcome email + calendar invite
Full onboarding (agreement, invoice, training)
Data & Intelligence
Data Enrichment
Basic (email/phone lookup)
Advanced (auto-enrichment + scoring)
Analytics & Dashboard
Basic logs
Workflow stats
ROI dashboard (leads, conversions, revenue)
Support & Training
Handover
Video guide
1 Live training
SOPs + Team Training
Support
7 days free
30 days
Ongoing + Dedicated AM
₹ 15,000 one-time
₹ 30,000 one-time
₹ 55,000 one-time + ₹8,000/mo

Add-Ons which are Applicable

Extra Workflow Setup

Price: ₹4,500 / workflow

 Details:

Beyond plan quota

Advanced API Integration

Price: ₹15,000 one-time

 Details:

Custom 3rd-party system integration

WhatsApp Cloud API Setup

Price: ₹8,000 one-time

 Details:

Official Meta BSP integration

IVR/Telephony Integration

Price: ₹20,000 one-time

 Details:

Call routing + flow setup

Custom Dashboard (PowerBI/Data Studio)

Price: ₹12,000 one-time

 Details:

Business KPIs & custom reporting

Dedicated Testing Sandbox

Price: ₹6,000 / year

 Details:

Safe testing environment before go-live

Important Notes

Scope of Work

  • Packages include automation setup & workflows only. Ad budgets, paid 3rd-party tools (Zoho, HubSpot, Zapier, Calendly, etc.) are billed separately.

Client Inputs

  • Client must provide CRM account access, brand guidelines, and workflow logic before setup.

Revisions Policy

  • Minor tweaks covered during delivery. Major workflow redesigns or new logic are add-ons.

Delivery Timeline

  • Starter: 7 days
  • Growth: 14 days
  • Pro: 21 days (after complete client inputs). Delays in inputs extend timelines.

Training Policy

  • Starter: video guide only
  • Growth: 1 live training session
  • Pro: full SOPs + 2 live sessions

Ownership

  • All workflows transferred post full payment. Subscription costs (Zapier/Make/CRM tools) are client responsibility.

Support

  • Support duration as per plan. Extended support available via AMC.