Monarch
Monarch Legacy · Front-OfficeBooking · Open
§ 01 — Front-OfficeMay 2026

Full Front-Office Automation.

Your entire front office, automated. From first contact through invoice and follow-up — handled by AI agents, monitored by a dedicated team, tuned weekly.

§ 01 — Capabilities

What it does.

Tier 3 includes everything in Tiers 1 and 2, plus the end-to-end automation, account manager, and priority support layer.

  • 01AI-powered missed call responseFrom Tier 1
  • 02Lead qualification and routingFrom Tier 1
  • 03SMS follow-up sequencesFrom Tier 1
  • 04Real-time notifications to your phoneFrom Tier 1
  • 05CRM integrationFrom Tier 1
  • 06Instant quote generationFrom Tier 2
  • 07Automated appointment schedulingFrom Tier 2
  • 08Multi-channel follow-up (SMS, email)From Tier 2
  • 09Review request automationFrom Tier 2
  • 10Weekly performance reportsFrom Tier 2
  • 11End-to-end job lifecycle managementNew in Tier 3
  • 12Invoicing and payment follow-upNew in Tier 3
  • 13Customer communication hubNew in Tier 3
  • 14Custom workflow automationNew in Tier 3
  • 15Dedicated account managerNew in Tier 3
  • 16Priority supportNew in Tier 3
§ 02 — Integrations

Integrations.

We plug into the tools you already run. No platform switches. Custom integrations scoped on the call.

CRMs
Jobber, ServiceTitan, Housecall Pro
Calendar
Google Calendar
Channels
SMS (via Twilio), Email
Optional add-ons
Slack / Teams notifications
§ 03 — Out of scope

Out of scope (so you know up front).

Tier 3 automates the front office end-to-end. It is not a replacement for back-office staff or field operations. We won’t pretend otherwise.

  • ×Replacement for legal, HR, or finance staff. We automate front-office, not back-office.
  • ×Bookkeeping, payroll, or tax prep.
  • ×Field operations or technician dispatch routing.
  • ×Custom voice cloning.
  • ×Integration with proprietary or unsupported CRMs without a discovery call first.
  • ×Multi-language support beyond English (available as a custom add-on).
§ 04 — Setup

Setup process.

Seven weeks from kickoff to live, then a tuning loop with a dedicated account manager until the ROI numbers land.

  1. Week 011 / 4

    Discovery.

    Deep workflow mapping. We listen to recorded calls, shadow your office manager, document every front-office process — intake, quoting, scheduling, dispatch handoff, invoicing, follow-up.

  2. Week 02–062 / 4

    Build.

    End-to-end agent build. CRM and calendar integration, quoting and scheduling logic, invoicing flows, customer communication hub, custom workflow automation, and staged internal testing.

  3. Week 073 / 4

    Soft launch.

    Live on overflow and after-hours only. Daily transcript and workflow review with you and your account manager for the first two weeks before opening to full volume.

  4. Ongoing4 / 4

    Tuning loop.

    Weekly performance review with your dedicated account manager against your ROI target. Priority support, ongoing optimization, custom workflow tweaks as your business changes.

§ 05 — Operating model

What you own. What we operate.

A live AI agent isn’t a code drop. Here’s the line between what’s yours and what we run on your behalf.

You own
  • 01Your phone number — forwarded or ported, your choice.
  • 02All call recordings, transcripts, quote history, and customer communication logs.
  • 03Your full agent configuration and workflow logic as an exportable spec.
  • 04The underlying Twilio and Vapi/Retell accounts, registered in your business name with Monarch as admin.
We operate
  • 01Every agent in the suite — prompts, integrations, custom workflows, tuning.
  • 0224/7 monitoring, priority incident response, uptime SLAs.
  • 03Vendor relationships, billing reconciliation, and quarterly platform audits.
  • 04Weekly reviews with a dedicated account manager.

Termination30-day handoff window. We port your number, export the agent configuration, and transfer account ownership. No claw-backs, no hostage situations.

§ 06 — Cost

Cost example.

Monarch retainer is fixed. Platform pass-through (telephony, voice minutes, LLM tokens, TTS) is itemized at cost on every invoice. Figures below are illustrative for a typical 12-employee shop and scale with usage — not guaranteed.

Setup (one-time)

$7,500

Monarch retainer

$1,200/mo

Pass-through

At cost

Example monthly invoiceIllustrative · 12-employee shop
Telephony — Twilio (1 number, ~8,000 min)
$120
Voice agent platform — Vapi/Retell (~8,000 min)
$480
LLM — Claude Sonnet (~5M tokens)
$100
TTS — ElevenLabs (~8,000 min)
$130
Monarch retainer — Full Front-Office Automation
$1,200
Total monthly (est.)
$2,030

Ready to ship a full front-office automation for your business?

Book a call. We’ll scope, price, and tell you honestly if we’re the right team.

Book a CallStart with Call Recovery