Build With Purpose. Operate

With Confidence.

Bossly was designed for modern, high-growth businesses that value clarity, automation, and infrastructure that scales. While the platform works beautifully out of the box, our optional Implementation Services are built for those who want to go further, faster — with expert configuration, systemized workflows, and a customized digital operating environment.

This isn’t onboarding.

It’s the backend your business has been waiting for — mapped, built, and activated with intention.

Each tier is optional. Each one is strategic.

You choose the tier that fits your goals. We build the system behind your growth.

How It Works

Scale Without Operational Drag

BosslyAI Implementation is a one-time service — not required, but highly recommended for teams who want to eliminate guesswork and move into structured execution quickly.

Each implementation includes:

  • Dedicated Success Manager

  • Weekly Progress Reviews

  • Slack + Email Support

  • SOP Portal + Loom Trainings

  • Final Walkthrough + Optimization Report

Whether you're launching your first client funnel or streamlining multi-team workflows, our implementation process makes your system functional, branded, and ready to perform.

Tier 1: Launch Systems

Best for: Solopreneurs, consultants, and lean teams

Timeline: 2 Weeks

Outcome: Go live. Get paid. Deliver with ease.

This tier sets the foundation for sales, service, and delivery inside Bossly — giving you everything needed to run a professional, automated business from Day 1.

What We Build:

  • Branded Client Portal (logo, domain, colors, favicon)

  • 1 Sales Pipeline (Lead > Booked > Held > Won > Invoiced)

  • 1 Smart Booking Calendar (routing + confirmation logic)

  • 1 Payment Workflow (invoice template + thank-you flow)

  • Email + SMS Configuration (1 verified domain + 1 SMS number)

  • 1 Campaign Automation (choose from nurture, follow-up, or abandoned cart)

  • Admin & Team Role Setup (1 Admin + up to 2 users)

  • Dashboard Activation (Leads, Deals, Payments, Activity)

You’ll walk away with:

A revenue-ready, beautifully branded, and fully functioning digital business system.

Tier 2: Operational Scale

Best for: Small to mid-sized teams running multiple services, departments, or workflows

Timeline: 3 – 6 Weeks

Outcome: Centralize your ops. Expand team usage. Replace scattered tools.

When you're ready to bring Sales, Fulfillment, Billing, and Operations into one connected system, this tier provides the architecture. It expands on Launch Systems to support deeper functionality and internal scale.1.

What We Build (in addition to Tier 1):

  • 3 Additional Pipelines (e.g. Renewals, Fulfillment, Internal Projects)

  • 3 Advanced Calendars (rep routing, location logic, availability conditions)

  • Role-Based Access for 5 Users (Sales, Ops, Admin, Billing, Fulfillment)

  • 2 Embedded Intake Forms (for onboarding, qualification, or internal handoffs)

  • 3 Automation Sequences (e.g. upsell, no-show, testimonial request)

  • Review Campaign (Google Review sync + email/SMS request logic)

  • 1 Multi-Step Funnel (up to 5 pages + connected automations)

  • Up to 4 Tech Integrations (Stripe, GSuite, Zapier, SharePoint, Calendly)

You’ll walk away with:

A unified operating system your team can rely on — with pipelines, calendars, forms, and workflows built for scale

Tier 3: Growth Intelligence Engine

Best for: Mid-market orgs and leadership teams scaling with data and precision

Timeline: 6 – 8 Weeks

Outcome: Real-time insight. Intelligent automation. Strategic clarity.

At this level, Bossly becomes more than a platform — it becomes the brain of your business. This tier builds on everything in Tiers 1 & 2, adding campaign logic, attribution tracking, executive reporting, and behavior-based automation.

What We Build (in addition to Tier 1 & 2):

  • 1 Executive Dashboard (custom KPIs: revenue, conversion, attribution, team activity)

  • Attribution Engine (track which campaigns and sources convert best)

  • Lead Scoring Logic (up to 5 behavior-based triggers)

  • Full Client Journey Automation (Pre-Sale > Onboarding > Fulfillment > Retention)

  • 2 Quarterly Campaign Blueprints (seasonal, referral, reactivation)

  • 1 AI-Enhanced Campaign Flow (adjusts based on user behavior)

  • Portal Content Library (up to 15 SOPs, videos, or onboarding assets)

  • 1 Feedback Loop (survey-based automation for NPS, reviews, internal QA)

You’ll walk away with:

A fully intelligent, data-informed system that empowers every team to execute and every leader to make better decisions.

Bossly AI Setup

Your Smartest Hire Isn’t Human

Available as a standalone service or add-on to any implementation tier

Timeline: ~3–4 Weeks

Outcome: A trained, intelligent AI employee that supports your business 24/7.

Imagine an AI assistant that speaks in your brand voice, knows your services, qualifies leads, books calls, follows up instantly, and even generates content.

That’s not a dream — that’s Bossly AI Setup.

We don’t just turn on features. We train your AI employee like a team member: with tone, logic, escalation rules, and real workflows.

What We Build:

  • AI Employee Configuration

  • Voice AI (handles inbound calls, routes, books appointments)

  • Conversation AI (SMS, Webchat, IG, FB Messenger responses)

  • Review AI (automated review requests + responses)

  • Content AI (writes emails, blog posts, captions, and funnel copy)

  • AI Persona Training

  • 1 Custom AI Persona (voice, language, escalation rules)

  • Upload + Train 30 FAQs or Response Flows

  • Human fallback logic and escalation triggers

  • Workflow Embedding

  • AI integrated into 3 live workflows (e.g. missed call, nurture, follow-up)

  • Optional: 1 AI-Enhanced Campaign (logic adapts based on lead behavior)

  • Dashboard + Team Enablement

  • Executive AI Dashboard (track usage, engagement, conversion activity)

  • Live Training Call

  • SOPs + Persona Reference Guide

  • 30-Day Optimization Check-In

You’ll walk away with:

An intelligent, brand-trained AI assistant operating inside your business — ready to respond, follow up, route, and support around the clock.

Bossly Touchpoints by Role

Bossly is designed to be deeply usable — not just by one team, but by every role that supports your growth.

Whether you're managing client success, onboarding team members, tracking delivery milestones, or planning quarterly campaigns, Bossly becomes the connective tissue between your people, processes, and performance.

And with AI built in, even lean teams can scale their responsiveness, efficiency, and visibility without increasing headcount.

Every Implementation Tier Includes:

  • Dedicated Bossly Success Manager

  • Weekly Milestone Check-Ins

  • Slack + Email Support Access

  • SOP Portal + Training Videos

  • Final System Walkthrough & Optimization Report

Not Sure What You Need?

Let’s walk through your vision — and help you choose the implementation tier that best supports where you are now and where you want to go next.

You don’t need everything.

Just the right system — built the right way.

For Support Issues Please Email Us at [email protected]

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