◈ Starter Stacks · Done with you

The right AI tools, set up and working in your business in 4 weeks.

Pick the stack built for your industry. We set up three workflows with hand-vetted tools from The Promptory vault, train your team, and measure the results. One fixed fee, no surprises.

Find your stack Book a discovery call

🩺 Healthcare practices 💼 Professional services 🏡 Real estate 🛠️ Home services & trades 🛍️ E-commerce 📣 Marketing agencies

How it works

Discovery call

A free 20-minute call to understand how your business runs today and confirm the stack fits.

Your proposal

A written scope in your own words, with the tools, the timeline, what we’ll measure, and one fixed fee.

4-week build

We set up the workflows, train your team, and finish with a before-and-after report and a 30-day plan.

Starter stacks by industry

Each stack covers three workflows that save time or bring in revenue. Tools are chosen from The Promptory vault on merit, and you can swap any of them on your discovery call.

Healthcare practices

The Front Desk AI Stack

Capture every new-patient inquiry, lighten the front desk’s load, and keep local marketing running.

Built for: Independent practices with 1 to 15 staff: dental, physical therapy, chiropractic, med spa, optometry.

Capture every new-patient inquiry

Calls are routed so fewer go unanswered. A website assistant answers hours, location and insurance questions, then links to your booking page.

CloudTalk$25/mo Tidio AIFree / $29/mo Zapier AIFree / $20/mo

Front desk playbook

A searchable guide to your procedures and approved answers, so new staff get up to speed faster.

Notion AI$10/mo add-on

Local marketing on autopilot

A month of social posts and a monthly newsletter to opted-in subscribers, from templates you approve.

Canva AIFree / $15/mo Buffer AIFree / $18/mo Constant ContactFrom $12/mo

Built-in safeguardNo patient health information goes into any tool unless the vendor has signed a Business Associate Agreement (BAA) with your practice. We confirm this in Week 1.

Professional services

The Client Pipeline Stack

Follow up on every lead, turn every client meeting into action, and capture more billable time.

Built for: Accounting firms, law firms, consultancies and agencies with 2 to 25 people.

Never lose a lead

Website and email inquiries flow into one pipeline, with follow-up reminders so no lead goes cold.

Capsule CRMFree / $18/mo Zapier AIFree / $20/mo

Meetings to action items

Client calls are recorded and summarized, and action items land in your CRM automatically.

FathomFree / $32/mo Zapier AIFree / $20/mo

Capture time, win faster

Time tracked by client and project, and proposal templates that go out in hours instead of days.

TogglFree / from $9/mo GammaFree / $15/mo GrammarlyFree / $30/mo

Built-in safeguardWe review each tool’s data settings to protect client confidentiality, and provide a consent script before any client call is recorded.

Real estate

The Listing & Lead Stack

Answer every buyer and seller lead fast, make listings stand out, and stay in touch with past clients.

Built for: Independent agents and small brokerages.

Answer and track every lead

An AI phone agent answers and qualifies calls after hours, and every lead lands in one CRM with follow-up reminders.

Synthflow$29/mo FolkFrom $20/mo Zapier AIFree / $20/mo

Listings that stand out

Virtually staged photos of empty rooms, plus listing flyers and social graphics built from your templates.

Styldod$3/image Canva AIFree / $15/mo

Stay top of mind

A monthly market update to past clients and your sphere, and a steady calendar of social posts.

Constant ContactFrom $12/mo Buffer AIFree / $18/mo

Built-in safeguardVirtually staged photos are clearly labeled as staged, since many MLSs and brokerages require disclosure. We check your MLS rules in Week 1.

Home services & trades

The Booked Jobs Stack

Answer every call, move from quote to paid invoice faster, and bring customers back each season.

Built for: Plumbers, electricians, HVAC, cleaning and landscaping businesses with 1 to 20 people.

Answer every call

A business phone system with call routing, and an AI phone agent that takes job requests when your crew is on site or after hours.

CallHippoFree / $20/mo Synthflow$29/mo

Quote to paid invoice

Quotes, scheduling and invoices in one place, with receipts captured from a phone photo.

TradifyFrom $47/mo DextFrom $25.21/mo

Bring customers back

Seasonal reminder emails, like tune-ups and inspections, and a website assistant that answers questions and captures job requests.

Constant ContactFrom $12/mo Tidio AIFree / $29/mo

Built-in safeguardAutomated calls, texts and marketing emails only go to customers who have agreed to receive them. We set up consent capture in Week 1.

E-commerce

The Storefront Growth Stack

Write product pages faster, help shoppers find the right product, and bring buyers back.

Built for: Shopify stores with a catalog of 20 or more products.

Product pages that sell

Product descriptions and category pages written in your brand voice, plus on-brand product graphics.

Hypotenuse AI$29/mo Canva AIFree / $15/mo

Help shoppers choose

A product-finder quiz for your Shopify store, and a chat assistant that answers sizing, shipping and returns questions.

Octane AI$50/mo Tidio AIFree / $29/mo

Bring buyers back

Welcome, abandoned-cart and win-back emails, set up once and running on their own.

Campaign Monitor$9/mo

Built-in safeguardEvery AI-written product description is reviewed by your team before it goes live, so claims about your products stay accurate.

Marketing agencies

The Agency Delivery Stack

Produce more client content without more hires, report results automatically, and see which clients are profitable.

Built for: Marketing and content agencies with 3 to 30 people.

Content production

Drafts in each client’s brand voice, guided by what already ranks in search.

Jasper AI$49/mo Surfer SEO$89/mo

Client reporting on autopilot

Live dashboards for each client that update themselves, instead of monthly screenshots and spreadsheets.

DataboxFree / $79/mo

Know which clients are profitable

Time tracked by client and a relationship CRM, so you can see where hours go and who to grow.

TogglFree / from $9/mo FolkFrom $20/mo

Built-in safeguardEvery AI draft is edited by your team before a client sees it, and we set each tool’s data settings to keep client material out of AI training where the tool allows it.

Included in every stack

Setup and configuration of all three workflows
Two live team training sessions, recorded for future hires
Written how-to guides for every workflow
A one-page AI use policy for your team
A before-and-after report comparing Week 1 and Week 4
A 30-day plan for what to improve next

Our commitment

If any workflow in your stack isn’t live by the end of Week 5, we keep working on it at no additional cost until it is. After launch, you can add Stack Care for $500/month: a monthly check-in, adjustments, and one new workflow each quarter.

Questions

Who pays for the tools?

You do, directly to each vendor, on accounts in your name. You own your accounts and your data. Each stack lists an estimated monthly tools cost based on prices in The Promptory vault; confirm current pricing with each vendor.

What do you guarantee?

Delivery. If any workflow in your stack isn’t live by the end of Week 5, we keep working on it at no additional cost until it is. We measure results against your own Week 1 baseline rather than promising a specific number up front.

Can you change the tools in a stack?

Yes. Each stack is a starting point. On the discovery call we confirm the tools fit how you already work, and we can swap any tool for another from the vault.

My industry isn’t listed. Can you still help?

Probably. Start a conversation with Jordan, The Promptory’s AI strategist, or email Troy Jones at newbiz@thepromptory.com for a custom scope.

Do you earn commissions on the tools you recommend?

Some vendors in The Promptory vault pay us a referral commission when a customer signs up. Commissions never decide what goes in a stack, and we’ll tell you which tools carry one.

What is Stack Care?

An optional $500/month plan after launch: a monthly check-in, adjustments to your workflows, and one new workflow each quarter. Cancel anytime with 30 days’ notice.