An AI team for your business. A real team behind it.
Managed AI services combine implementation with ongoing human oversight of sales and marketing workflows. MetaTechAi configures calling, follow-up, booking and CRM automation for service businesses with sales teams, then monitors and improves the agreed system with you.
MetaTechAi installs and runs AI sales and marketing workflows for service businesses with sales teams. The work can include lead response, calling, follow-up, CRM automation and reporting, with human specialists checking and improving the system.
Service-business implementation · Updated October 3, 2026
What is included in a managed sales system?
Start with one operating function: responding to inquiries, booking appointments, recovering missed follow-up, or keeping the CRM current. The agreed scope combines configuration with people who monitor quality, tune agents and resolve handoff issues. The menu below shows available capabilities; it is not a bundle of every service.
Build: map the trigger, source records, calling or messaging steps, CRM updates and human handoff.
Operate: check results and exceptions, investigate failed routing, and keep approved instructions current.
Improve: review the agreed conversion measure and propose changes for your team to approve.
This fits service businesses with a sales team, an established offer and an owner who can approve the workflow. Agencies can use the same approach. Resolve missing contact permissions, unclear ownership or conflicting CRM records before enabling customer outreach.
A proposed service-business workflow starts when an inquiry reaches the CRM. The system checks the contact and assigned rep, follows the approved response rules, records the outcome, and routes a booking or unresolved question to a person. A customer reply, an opt-out or a changed quote should trigger the agreed pause or review rule before another follow-up.
Scope the bottleneck. Bring a real inquiry and its CRM history. Name the conversion, workflow owner, source of truth and actions that need approval. Record the baseline before installation.
Configure the agreed path. Map fields, routing, calendars and approved instructions. Separate missing information from information the system is allowed to infer; send unresolved cases to the named reviewer.
Test with your team. Run an ordinary inquiry, an existing contact, a missing owner and a request that should stop follow-up. Record the expected result and the actual CRM record or handoff. Resolve failed acceptance cases before launch.
Launch and review. Have the operator locate a result, pause the workflow and escalate a failed step. Agree on the review cadence, support contact and process for approving changes.
Who is responsible for what?
Use this division of work to agree on responsibilities in the quote. Assign actual people and support arrangements before launch.
Managed-service responsibilities to confirm in scope
Work
MetaTechAi
Your team
Workflow and setup
Map and configure the agreed agents, tools and handoffs.
Supply access, sample records, current rules and a business owner.
Launch review
Demonstrate ordinary and exception paths; investigate failures.
Confirm the results, routing and approval rules match the business.
Ongoing operation
Monitor quality, tune agents and resolve handoff issues within scope.
Handle escalations and customer decisions; report changed business rules.
Sensitive actions
Configure the agreed approval gates.
Approve strategy, spend, sensitive customer actions and major changes.
Measurement
Review the agreed result and recommend workflow changes.
Confirm the baseline, conversion definition and source records.
We guarantee to increase your conversions, or you don't pay.
On the call, we agree on what conversions we're measuring for your business. We install the systems to move that number. If it doesn't move, you don't pay for it.
For a quote-to-sale workflow, define which quotes enter the comparison, what counts as an accepted sale, and when the result is recorded. Compare the same definition before and after installation; review changes in lead mix or sales activity alongside it. Calls made and messages sent are activity measures, not proof of increased conversions.
Our guide to measuring AI sales conversions explains the evidence to retain. Put the metric, baseline, measurement window and remedy in writing using the performance-based engagement checklist. Confirm which work and costs the agreement covers rather than treating every item in the menu as a separate guaranteed outcome.
What managed means
The AI does the work. People make sure it is the right work.
Think of it as adding an AI layer to the team you already have: sales coordinators, operations support, follow-up, marketing production, and reporting. You manage the business. We manage the AI doing the repeatable execution inside it.
AI operators
They execute the repeatable work.
Lead response, calling, booking, reminders, list cleanup, campaign preparation, reporting, and first-pass content production.
MetaTechAi operators
We direct, check, and improve the system.
We map the workflow, configure the tools, monitor quality, tune the agents, solve handoff issues, and make improvements as the business changes.
Your approval
You stay in control of the decisions that matter.
You approve strategy, spend, sensitive customer actions, and major account changes. Nothing important gets treated like a black box.
Choose the operating function
Where should your AI team go to work first?
Start with the function that is leaking the most time, revenue, or attention. We will scope the people, agents, systems, and oversight it needs.
How quotes work
Clear scope. Fixed quote. No surprise invoice.
Every item below is quoted as a fixed figure inside the listed range before work begins. Carrier fees, A2P registration, usage, ad spend, software, and third-party production are billed separately at cost.
01 · Design & configureWe map the work to the right agents and tools.
Your workflow, systems, data, and handoffs are defined before anything goes live.
02 · Run & monitorThe AI runs the repeatable work with oversight.
Agents execute the day-to-day. Our operators monitor the quality, routing, and results.
03 · Improve & scaleThe system gets better as your business changes.
We tune workflows, fix exceptions, add capacity, and refine what is not performing.
Managed operating systems
The teams clients ask us to run most often.
Each system combines AI execution with human oversight. We tailor the agents, workflow, and management cadence to the way your business actually runs.
Managed AI Calling Team
Every call answered, qualified, booked, and followed up.
Helpful answers across chat, SMS, and after-hours calls.
Website chatbot · knowledge base · receptionist · routingFrom $640
Managed Growth Operations
New creative, paid media, and conversion work that keeps moving.
Hooks · UGC · statics · test plan · landing pages · media supportFrom $850 + ad spend
Managed service menu
Services by capability.
Bring us one piece of the operating system or ask us to manage a complete function. The price beside each service is the normal project range; management is scoped around the systems and people it supports.
A la carte creative, UGC, statics, or content packs. Monthly support ranges from $500 - $3,000/mo.
Dedicated / White-Glove Build$2,500 - $10,000+ per project
Large or time-sensitive work. Dedicated monthly support ranges from $2,000 - $5,000/mo.
Ready to build
Bring us the bottleneck. We will quote the system.
Tell us what is breaking: speed to lead, follow-up, booking, reactivation, reporting, creative testing, or the backend glue. We will map the scope and give you a fixed quote before the work starts.
The agreed scope can include AI calling, lead response, booking, CRM automation, follow-up, dashboards and integrations, with human specialists monitoring and tuning the system. The service menu lists capabilities to scope, not a bundle included in every engagement.
Who checks the AI work?
MetaTechAi specialists configure tools, monitor quality, tune agents and resolve handoff issues. Your team supplies current business rules and keeps responsibility for sensitive decisions, customer escalations and closing.
How is managed service different from an implementation project?
An implementation project scopes a defined build, testing and handover. Managed service scopes continued operation, monitoring and improvement. Agree on which responsibilities continue after launch and which remain with your team.
What should we prepare before implementation?
Bring your current tools, one real workflow example, the intended conversion measure and a person who can approve the rules. Check contact identity, permissions, record ownership and stage definitions before enabling outreach.
How is the system tested before launch?
Agree on expected outcomes for an ordinary inquiry and exceptions such as an existing contact, missing owner or request to stop follow-up. Review the resulting records and handoffs, resolve failed acceptance cases, and have the operator demonstrate how to pause and escalate work.
What is the MetaTechAi conversion guarantee?
We guarantee to increase your conversions, or you don't pay. On the call, we agree on what conversions we're measuring for your business. We install the systems to move that number. If it doesn't move, you don't pay for it.
Are software, usage and ad spend included in the quote?
Every service item is quoted as a fixed figure within the listed range before work begins. Carrier fees, A2P registration, usage, ad spend, software and third-party production are billed separately at cost. Confirm ongoing management and the costs covered by the agreement before work starts.
How do we start?
Share the workflow that is breaking, your current tools and the outcome you need through the quote application. The team uses that context to define the first scope, responsibilities and next steps.
