AI Automation Packages for Modern Businesses
Automate operations, eliminate manual work, and scale with confidence.
Your Business Is Growing.
But Your Systems Aren’t.
Every day, businesses lose money because of:
Missed calls and unanswered messages
Leads that never get followed up on
Repetitive manual tasks eat up staff time
Inconsistent customer experience
Hiring more people doesn’t fix this.
Your Business Is Growing.
But Your Systems Aren’t.
Every day, businesses lose money because of:
Missed calls and unanswered messages
Leads that never get followed up on
Repetitive manual tasks eat up staff time
Inconsistent customer experience
Hiring more people doesn’t fix this.
We Build Automation That Actually Works in the Real World
This isn’t generic software or disconnected tools.
We design custom AI automation systems that:
Answer calls and messages automatically
Qualify and follow up leads 24/7
Sync with your CRM and internal tools
Reduce operational costs
Increase conversion and response speed
All tailored to your industry, your workflows, and your growth stage.
Why Businesses Choose
Vertex Automation
Built for service-based businesses
Designed for clinics, agencies, and growing teams
Real AI (voice, chat, workflows) — not buzzwords
Scalable infrastructure (from startup to enterprise)
Human support + automation intelligence
This is automation that replaces chaos with control.
Choose the Automation Level
That Fits Your Business
Not every business needs the same level of automation.
Some teams need a solid starting system.
Others need advanced AI handling calls, leads, and operations.
And some require enterprise-grade infrastructure and custom logic.
That’s why we created three clear automation tiers
— So you only pay for what actually moves your business forward.
Simple Pricing Plans
Pre-Launch · Vancouver BC · 2026
Sales & Marketing Playbook
Vertex AI Agents Receptionist
An exclusive GTM roadmap tailored for Canada high-ticket markets: Medical Spas, Fine Dining, and Boutique Gyms — scaling from $0 to $10K MRR.
💆 Medical Spas & Clinics
🍽️ Fine Dining Restaurants
🏋️ Boutique Gyms & Wellness
📍 US / CANADA Focus
Voice Essential
$349/mo
Perfect for independent clinics missing calls while busy with patients.
- AI Voice Receptionist
- 250 Voice Minutes Included
- Public Booking Link (Vertex CRM)
- Full Access to CRM Dashboard
- Real-time Call Transcripts & Logs
- Website AI Chatbot (WordPress)
- Multilingual SMS Booking
ROI Alert: Just 2 saved bookings/mo makes this profitable.
⭐ Most Popular
Omnichannel Growth
$649/mo
Ideal for busy MedSpas looking to capture leads from both phone and web.
- AI Voice Receptionist
- Website AI Chatbot (WordPress)
- 600 Voice Minutes Included
- Public Booking Link (Vertex CRM)
- Full Access to CRM Dashboard
- Lead Gen & Analytics Tracking
- Multilingual SMS Booking
ROI Alert: Captures web traffic 24/7 + answers all calls.
Ultimate Scale
$1,197/mo
For multi-location chains & high-traffic restaurants wanting zero manual work.
- AI Voice Receptionist
- Website AI Chatbot (WordPress)
- Multilingual SMS Booking
- 1,200 Voice Minutes Included
- Full Access to CRM Dashboard
- Priority VIP Support
- Custom System Architecture Tuning
ROI Alert: Replaces a $4,200/mo human receptionist.
Not Sure Which Package Fits You?
Book a free 30-minute automation demo and we’ll:
Analyze your current workflow
Identify automation opportunities
Recommend the right package (no pressure)
1. The Market Reality in Vancouver
Why here? Why now?
4,200+
Clinics & MedSpas in BC
80% operate without full-time reception
12,000+
Restaurants in Metro Van
Phone reservations still dominate
$4,200
Avg Monthly Staff Cost
$17.40/hr min wage + standard benefits
67%
Missed Calls Never Return
Based on HBR 2024 Industry Report
🎯 The Golden Opportunity — Vancouver's Persian Community
Vancouver is home to over 60,000 Iranians, with a high concentration of business owners in beauty, wellness, and dining. This is Vertex's unique competitive edge: You can pitch in Persian, your AI speaks Persian natively, and this community relies heavily on high-trust, word-of-mouth networking.
2. Target Verticals — Pain, Solution, Pitch
Tailored messaging for high-ticket industries.
Medical Spas & Clinics
Botox · Laser · Injectables · Dental
😤 Calls are missed while practitioners are in treatment rooms.
😤 Human receptionists cost $4,000/mo and only work 9 to 5.
😤 High no-show rates cost thousands in lost revenue.
✅ AI answers perfectly at 11 PM and books directly into the calendar.
✅ Automated SMS reminders drop no-shows by up to 40%.
Sales Pitch: "Every missed Botox call costs you $300-$500. Vertex Growth costs $399/mo. If our AI catches just ONE missed call a month that you were too busy to answer, the system pays for itself."
Top Acquisition Channels
IG Beauty Pages
Google Maps Outreach
Persian Clinics in North Van
Fine Dining & Restaurants
Steakhouses · Persian Dining · High-end
😤 Phones ring constantly during dinner rush, frustrating in-house guests.
😤 Empty tables due to last-minute unannounced no-shows.
😤 OpenTable charges heavy monthly fees + $1+ per seated cover.
✅ 24/7 autonomous booking with zero per-cover commission.
✅ 2-hour SMS reminders ensure tables stay fully booked.
Sales Pitch: "If OpenTable charges $250/mo plus $1 per cover, doing 300 reservations costs you $550+. Vertex gives you a smart AI Voice agent AND commission-free booking for a flat $399/mo."
Top Acquisition Channels
Yelp & Trip Advisor
BC Restaurant Assoc.
Persian Cuisine Network
Boutique Gyms & Studios
CrossFit · Pilates · EMS · PT Studios
😤 Repetitive pricing questions distract trainers during classes.
😤 Lead drop-off because no one follows up on trial inquiries.
😤 Highly competitive market in Burnaby and Surrey.
✅ AI handles all pricing FAQs and books Trial Classes instantly.
✅ Weekly CRM reports show exactly which leads converted.
Sales Pitch: "A new gym member is worth $150-$200/mo. If Vertex answers the calls your trainers can't, and books just 3 extra trial classes a month, the system generates pure profit."
Top Acquisition Channels
Local Fitness Influencers
Google Ads Local
YVR Wellness Events
3. Adjusted Pricing Structure
Optimized for SMBs (Small-to-Medium Businesses)
Starter
$399/mo
Perfect for independent clinics, single-location cafes, and boutique studios.
- AI Voice Receptionist (Up to 300 mins)
- Automated Calendar Booking
- Basic SMS Confirmations
- Standard Client Console
- Standard Knowledge Base
- Omnichannel Web Chat
- Dedicated Account Manager
ROI Alert: Just 2 extra bookings/mo makes this profitable.
⭐ Most Popular
Growth
$997/mo
Ideal for busy MedSpas, high-traffic fine dining, and growing fitness centers.
- Omnichannel AI: Voice + Web Chat
- Up to 1,000 Voice Minutes Included
- Advanced CRM & Calendar Sync
- Automated SMS + Email Reminders
- Custom Brand Styling (White-label)
- Weekly AI Analytics Reports
- Multi-location Routing
ROI Alert: Replaces a $4,200/mo human receptionist.
Scale
$1,800/mo
For multi-location clinic chains, restaurant groups, and enterprise franchises.
- Everything in Growth + Unlimited Setup
- Multi-location Call Routing & Logic
- Unlimited Voice Minutes (FUP applies)
- Custom API & Webhook Integrations
- Dedicated Success Manager
- 99.9% Uptime SLA
- Advanced Monthly Strategy Calls
ROI Alert: Adds a new location with $0 extra hiring costs.
🎁 Setup Fee & The "Risk-Free" Trial Strategy
Charge a $299 One-time Setup Fee. This separates serious buyers from tire-kickers. Offer a 14-Day Free Trial (subscription billing starts after day 14). During the trial, the AI answers real calls. On day 14, show them the data: "Vertex answered 40 calls and booked 12 appointments while you were asleep or busy." The data closes the deal.
📊 The ROI Anchor — Always Come Back to This
In BC, minimum wage is $17.40/hr. A part-time receptionist (25 hrs/week) costs $1,740/month — and they only work limited hours. The Vertex Starter ($399) or Growth ($997) plans are drastically cheaper, work 24/7/365, never call in sick, and never miss a single lead. It's a financial no-brainer.
4. Acquisition Channels — Prioritized
Focus on organic and direct outreach pre-launch.
Cold Outreach (The Core Driver)
Scrape 300 local businesses via Google Maps (Vancouver, Burnaby, Surrey, North Van). Send highly personalized 3-line emails hitting a specific pain point with a link to a 60-second audio demo. For Persian owners: Direct WhatsApp outreach.
🎯 50 outreach/week · Target: 8% Reply Rate
Instagram (Demo-Driven)
Core content: "Real AI vs Customer Conversations" (Persian/English). Before/After dashboard UI videos. Educational Reels: "Why AI outperforms human receptionists". Target: Local MedSpa owners and restaurateurs.
🎯 3 Reels/week · Target: 10 Discovery Calls/mo
Persian Community Networking
Tap into local Telegram/WhatsApp groups: "Iranian Entrepreneurs BC". Present case studies showing local success. Attend local networking events. This channel offers the highest trust and fastest conversion rate.
🎯 1 Pitch/week · Target: 3 Warm Leads/event
Referral Engine
Offer current clients 1 Free Month for every successful new business referral. New referrals get an extended 30-day trial instead of 14. Business owners in BC talk to each other; leverage it.
🎯 Target: 25% of new ARR from referrals
LinkedIn Authority
Post educational content tailored for local B2B: "The hidden cost of missed calls in BC" or "AI vs Human overhead in Canada". Connect directly with Clinic Directors and Hospitality Managers in Metro Vancouver.
🎯 2 Posts/week · 500 Connections by Month 3
Automated Email Nurture
A 7-email sequence during the 14-day trial: Day 1 (Setup), Day 3 (First Dashboard Insight), Day 7 (Similar Industry Case Study), Day 11 (ROI Breakdown), Day 14 (Transition to Paid Offer).
🎯 40% Open Rate · 55% Trial-to-Paid Conv.
5. Phased Execution Plan
From Pre-Launch to scaling past $20K MRR.
1
Goal: First 3 Paying Customers
-
Urgent Offer a 100% free 30-day trial to 2 familiar businesses (e.g., 1 MedSpa, 1 Restaurant). Goal: Gather hard data to say "This clinic went from 8 bookings/week to 19."
-
Urgent Record a 60-second interactive Demo. Real AI answering a call in Persian and English. This is your strongest sales asset.
-
Week 1 Scrape a list of 300 targets from Google Maps: 100 MedSpas, 100 Fine Dining, 100 Boutique Gyms across Metro Vancouver.
-
Week 2 Launch Cold Outreach: 50 personalized messages/week. Tailor the pain points specifically to their industry.
-
Week 3 Conduct Discovery Calls — strict 20 mins. Don't sell immediately; ask diagnostic questions to uncover their specific booking pain points.
2
Goal: $10K–$15K MRR
-
Priority A Launch Referral Engine: Offer the "1 Free Month" to your foundation clients. Word of mouth will start compounding here.
-
Priority A Push Social Proof: Post weekly case studies on IG and LinkedIn. Focus heavily on local Vancouver businesses to build regional authority.
-
Priority B Expand into the Restaurant Niche: Position aggressively against OpenTable fees. "Zero per-cover fees + an AI host."
3
Goal: $30K+ MRR
-
Priority A Launch Partner Channels: Partner with local accounting firms, web designers, and marketing agencies. Offer 15-20% lifetime commissions.
-
Priority B Roll out Annual Plans: Offer 10 months upfront (2 months free) to drastically improve cash flow and reduce churn.
-
Priority B Activate Targeted Ads: Run Google Ads on high-intent keywords like "AI receptionist Vancouver" or "Automated booking system BC".
6. Discovery Call Scripts
20 minutes, 5 questions, 1 objective: Trial Activation.
Medical Spa
"Hi [Name], this is [Your Name] from Vertex.
1. Roughly how many calls does your clinic get a week?
2. Out of those, how many go to voicemail because your team is busy with clients or in a treatment room?
→ If you miss 10 calls a week, and an average Botox session is $300, that's $3,000 in potentially lost revenue every week.
Would you be open to seeing how our AI receptionist can catch 100% of those calls? We offer a 14-day risk-free trial on your actual phone line."
Fine Dining
"Hi [Name], Vertex here.
1. How many reservations do you typically handle on a busy weekend?
2. Do you currently use OpenTable or SevenRooms? How much are they charging you in per-cover fees?
→ We built a system that answers the phone during your busiest dinner rushes, books tables automatically, and charges ZERO per-cover commissions.
Do you have 10 minutes this week for a quick live demo?"
Boutique Gym
"Hi [Name], Vertex here.
1. When people call asking about membership pricing, who usually answers the phone?
2. Does taking phone calls interrupt your trainers while they are coaching classes?
→ Our Voice AI acts as a dedicated front-desk. It answers pricing FAQs and books trial classes instantly, allowing your trainers to focus 100% on the members in the room.
Let's set you up with a 14-day risk-free trial."
7. Handling Core Objections
Memorize these rebuttals to close with confidence.
"We already use Jane App for our clinic booking."
"That's great! We don't replace Jane App; we sit right on top of it. Jane is fantastic for your online booking, but when older patients or people driving don't want to click a link—they call you. If you don't answer, they hang up. Vertex answers those calls, talks to the patient naturally, and inserts the appointment directly into your existing Jane calendar."
"Even $399/mo is too expensive right now."
"I completely understand managing cash flow. Let's look at the math: In BC, minimum wage is $17.40/hr. A part-time receptionist just 25 hours a week costs over $1,700 a month. Vertex gives you 24/7/365 coverage for $399. Plus, with our 14-day free trial, if it doesn't bring in at least two new bookings to pay for itself, you owe us nothing."
"My customers prefer talking to a real human."
"That's a very valid concern. However, in our live deployments, we've found that customers rarely notice they're talking to AI because it responds naturally and asks clarifying questions. What customers hate most is going to voicemail or getting a busy signal. If a complex issue arises, the AI instantly routes the call to your personal phone."
"We use OpenTable, we don't need this."
"OpenTable is great for discovery, but terrible for your margins. You're paying $249/mo plus $1+ for every seated diner. For a busy restaurant, that's easily $600+ a month. Vertex handles your phone reservations autonomously for a flat fee with zero cover charges. We eliminate the busy signal during your Friday night rush."
"What if the AI makes a mistake and double-books?"
"The AI is programmed to strictly adhere to your real-time calendar availability. It cannot double-book. Furthermore, the second an appointment is made, you get an SMS notification and it appears on your dashboard. You have full oversight and can cancel or modify it in one click."
"I'm too busy to set up a new software system."
"That is exactly why we built Vertex. We offer a 'Done-For-You' white-glove setup. You don't have to lift a finger. We connect your calendar, train the AI on your specific business rules, and have it live within 24 hours. You just continue running your business while we handle the tech."
8. The First 30 Days — Weekly Checklist
Consistency here dictates your scaling speed.
Week 1
Extract 300 business targets from Google Maps
Draft tailored email templates for the 3 verticals
Record the 60-second Voice AI Demo
Onboard 2 friendly businesses for free trials
Set up professional IG and LinkedIn profiles
Week 2
Send first 50 cold outreach emails
Direct WhatsApp outreach to 20 local owners
Publish first 3 Instagram Reels
Monitor the 2 active free trials closely
Engage in local Vancouver networking groups
Week 3
Follow-up sequence for opened outreach emails
Host 5 Discovery Calls
Draft the first Case Study from your beta trials
Prepare next batch of 50 outreach targets
Publish first thought-leadership LinkedIn post
Week 4
Conduct 3 Live Product Demos
Close the first official paying customer
Finalize the automated email nurture sequence
Review metrics: What converted? What failed?
Forecast Month 2 based on real market data
9. The Proof of ROI — Logic Sells
Bring these numbers up in every single sales meeting.
Medical Spas
$250
Avg Value Per Appointment
Vertex Starter ($399) is fully covered if it captures just 2 missed bookings a month. For a clinic receiving 80 calls a month with a 20% missed rate, the ROI is mathematically guaranteed.
Fine Dining
$200
Avg Value Per 4-Top Table
Vertex is covered by saving just 2 empty tables. Plus, by eliminating OpenTable's $1 per-cover fee on 300 monthly bookings, the restaurant instantly saves $300 straight to their bottom line.
Boutique Gyms
$150
Avg Monthly Membership
Vertex Growth ($997) pays for itself with 6 new member sign-ups. By automating trial bookings via phone and web chat, lead conversion rates jump by 25%, drastically outperforming manual staff follow-ups.
10. Vital KPIs to Monitor
If these numbers look good, MRR growth is inevitable.
📈 Sales & Growth KPIs (Weekly)
| Metric | Month 1 | Month 3 | Month 6 |
|---|---|---|---|
| Outreach Volume/Wk | 50 | 100 | 150 |
| Cold Reply Rate | 5% | 8% | 12% |
| Discovery Calls | 3/week | 7/week | 12/week |
| Trial Activations/Mo | 4 | 12 | 20 |
| Trial → Paid Conv. | 35% | 50% | 65% |
| Paying Clients | 2 | 10 | 25 |
| Estimated MRR | $1K+ | $6K+ | $15K+ |
🔄 Retention & Health KPIs (Monthly)
| Metric | Target | Warning Sign |
|---|---|---|
| Monthly Churn Rate | Under 3% | Over 5% |
| NPS Score | 50+ | Under 30 |
| Time to First Value | Under 24 Hrs | Over 48 Hrs |
| Support Tickets/Client | Under 2/mo | Over 5/mo |
| Referral Rate | 20%+ | Under 5% |
| Dashboard Login Freq. | 3+ times/wk | Less than 1/wk |
4. Acquisition Channels — Prioritized
Focus on organic and direct outreach pre-launch.
Cold Outreach (The Core Driver)
Scrape 300 local businesses via Google Maps (Vancouver, Burnaby, Surrey, North Van). Send highly personalized 3-line emails hitting a specific pain point with a link to a 60-second audio demo. For Persian owners: Direct WhatsApp outreach.
🎯 50 outreach/week · Target: 8% Reply Rate
Instagram (Demo-Driven)
Core content: "Real AI vs Customer Conversations" (Persian/English). Before/After dashboard UI videos. Educational Reels: "Why AI outperforms human receptionists". Target: Local MedSpa owners and restaurateurs.
🎯 3 Reels/week · Target: 10 Discovery Calls/mo
Persian Community Networking
Tap into local Telegram/WhatsApp groups: "Iranian Entrepreneurs BC". Present case studies showing local success. Attend local networking events. This channel offers the highest trust and fastest conversion rate.
🎯 1 Pitch/week · Target: 3 Warm Leads/event
Referral Engine
Offer current clients 1 Free Month for every successful new business referral. New referrals get an extended 30-day trial instead of 14. Business owners in BC talk to each other; leverage it.
🎯 Target: 25% of new ARR from referrals
LinkedIn Authority
Post educational content tailored for local B2B: "The hidden cost of missed calls in BC" or "AI vs Human overhead in Canada". Connect directly with Clinic Directors and Hospitality Managers in Metro Vancouver.
🎯 2 Posts/week · 500 Connections by Month 3
Automated Email Nurture
A 7-email sequence during the 14-day trial: Day 1 (Setup), Day 3 (First Dashboard Insight), Day 7 (Similar Industry Case Study), Day 11 (ROI Breakdown), Day 14 (Transition to Paid Offer).
🎯 40% Open Rate · 55% Trial-to-Paid Conv.
5. Phased Execution Plan
From Pre-Launch to scaling past $20K MRR.
1
Goal: First 3 Paying Customers
-
Urgent Offer a 100% free 30-day trial to 2 familiar businesses (e.g., 1 MedSpa, 1 Restaurant). Goal: Gather hard data to say "This clinic went from 8 bookings/week to 19."
-
Urgent Record a 60-second interactive Demo. Real AI answering a call in Persian and English. This is your strongest sales asset.
-
Week 1 Scrape a list of 300 targets from Google Maps: 100 MedSpas, 100 Fine Dining, 100 Boutique Gyms across Metro Vancouver.
-
Week 2 Launch Cold Outreach: 50 personalized messages/week. Tailor the pain points specifically to their industry.
-
Week 3 Conduct Discovery Calls — strict 20 mins. Don't sell immediately; ask diagnostic questions to uncover their specific booking pain points.
2
Goal: $10K–$15K MRR
-
Priority A Launch Referral Engine: Offer the "1 Free Month" to your foundation clients. Word of mouth will start compounding here.
-
Priority A Push Social Proof: Post weekly case studies on IG and LinkedIn. Focus heavily on local Vancouver businesses to build regional authority.
-
Priority B Expand into the Restaurant Niche: Position aggressively against OpenTable fees. "Zero per-cover fees + an AI host."
3
Goal: $30K+ MRR
-
Priority A Launch Partner Channels: Partner with local accounting firms, web designers, and marketing agencies. Offer 15-20% lifetime commissions.
-
Priority B Roll out Annual Plans: Offer 10 months upfront (2 months free) to drastically improve cash flow and reduce churn.
-
Priority B Activate Targeted Ads: Run Google Ads on high-intent keywords like "AI receptionist Vancouver" or "Automated booking system BC".
Standard Automation
For growing businesses starting automation
CAD$
299 - 399
Monthly
-
Social content automation
-
DM & chat auto‑replies
-
Chat box custom business
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Basic call assistant (1000 Call mins)
-
Reminder & follow‑ups
Interactive Demo
*The subscription is 3 months,
Can be renewed for 4 times.
Can be renewed for 4 times.
Premium Automation
A full AI employee for your business
CAD$
699 - 1099
Monthly
-
Website Content +Post generation
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Advanced DM automation
-
WathsApp Chat box custom business
-
CRM & lead tracking
-
AI Call Assistant (4000 Call mins)
-
Analytics dashboard
Interactive Demo
*The subscription is 3 months,
Can be renewed for 4 times.
Can be renewed for 4 times.
Popular
Enterprise Automation
Built for scale, security & performance
Contact Us
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AWS High‑Tier infrastructure
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Multi‑branch automation
-
Advanced voice AI
-
BI dashboards
-
Custom integrations
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SLA & monitoring
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3 features from "Standard/Premium"
Book for a Consultation
*The subscription is 3 months,
Can be renewed for 4 times.
Can be renewed for 4 times.
*Service Policy / Subscription Terms
Technology Stack
We build our automation systems using reliable, industry-leading platforms.
