Essential Plan

Stop Chasing Leads. Start Converting Them.
Automate 80% of Your Business Operations

The Essential Plan is our comprehensive automation infrastructure designed for agents, small businesses, and entrepreneurs who want to stop babysitting software and start focusing on growth.

We build you a complete system that handles lead capture, follow-up, booking, payments, and customer management automatically - so your business runs smarter while you focus on what matters: closing deals and serving clients.

Perfect for: Real estate agents, contractors, consultants, service providers, and local businesses ready to scale without hiring more staff.

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How It All Works Together

6 Connected Systems That Run Your Business

From first website visit to final payment - completely automated

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24/7 Lead Generation Engine
Professional website with smart lead capture forms and conversion-focused design that turns visitors into paying clients while you sleep
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Every Lead in One Command Center
Complete CRM with unified inbox for all texts, emails, calls, social messages plus centralized database to track every interaction
Be First. Win More Deals.
Speed-to-lead workflows with instant auto-replies, multi-channel messaging automation, and smart follow-up sequences that never let leads go cold
📅
Fill Your Calendar, Get Paid Faster
Automated appointment booking system with seamless payment integration for invoices, services, and products so clients can book and pay instantly
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See Every Opportunity Clearly
Visual sales pipeline with mobile lead management app so you can track progress, respond instantly, and never miss an opportunity anywhere you go
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Convert Browsers Into Conversations
Live chat widget captures curious visitors and turns them into qualified prospects instantly while feeding all data into your centralized database
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Professional Website That Converts

Your 24/7 Sales Engine

Visitors judge your business in under 5 seconds, and 63% are browsing on mobile. If your site isn't professional and fast, you lose them instantly.

We build you a modern, mobile-optimized website designed around one goal: turning visitors into leads. Every page follows a proven conversion path with compelling messaging, trust signals, and strategic calls-to-action that guide prospects toward booking.

75% judge credibility by website design
2-3x more leads with conversion-focused design
Professional website that converts visitors into leads 24/7
📱

Complete CRM & Messaging Hub

Every Lead in One Place

Juggling email, text, phone calls, and social media means leads slip through the cracks. Without one central system, 79% of leads never convert due to poor follow-up.

Your CRM becomes mission control. Every conversation from every channel flows into one unified inbox. Smart pipeline tracking, instant notifications, and automated follow-ups ensure no lead ever gets forgotten.

30% higher conversion with organized CRM
Hours saved weekly on admin tasks
Every lead tracked, every conversation logged, nothing falls through the cracks

Smart Automation & Follow-up

Be First. Win More.

Speed wins sales. Respond within 5 minutes and you're 4x more likely to convert. Most businesses take hours or days, losing prospects to faster competitors.

Smart forms capture leads instantly while automation handles the rest: immediate auto-replies, real-time team alerts, multi-channel nurture sequences via SMS and email, and persistent follow-up until prospects respond. You're always first, always professional.

4x more likely to win with 5-minute response
80% of sales need 5+ touchpoints to convert
Lightning fast responses and consistent follow up without lifting a finger
📅

Automated Booking & Payments

Fill Your Calendar, Get Paid Faster

Manual scheduling wastes hours on back-and-forth emails. No-shows cost thousands yearly. Complicated payment processes lose sales at the finish line.

Self-service booking lets clients choose their own appointments while automated reminders cut no-shows by 30%. Seamless payment integration with Stripe or PayPal means clients can pay instantly - and you get your money faster with zero chasing.

5-10 hours saved weekly on scheduling
30% fewer no-shows with automated reminders
Your calendar fills itself while payments flow automatically
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Visual Pipeline & Mobile Access

See Every Opportunity Clearly

Without clear visibility, hot prospects disappear into chaos. Business doesn't stop when you leave your desk, but most systems do.

Visual pipeline shows exactly where each lead stands (New → Contacted → Booked → Closed). Mobile app puts your entire business in your pocket - respond instantly, track progress, and never miss an opportunity, whether you're in a meeting or on vacation.

28% revenue increase with organized pipelines
15% productivity boost with mobile CRM access
Complete visibility and control, anywhere you are
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Live Chat & Centralized Database

Convert Browsers Into Conversations

Visitors leave with unanswered questions while scattered data across multiple tools creates chaos and missed opportunities.

Live chat widget lets prospects engage instantly - 82% say immediate responses build trust. Every interaction feeds your centralized database where all client history, payments, and conversations live in one organized system.

40% more conversions with live chat
27% better retention with unified data
Instant engagement with complete client intelligence at your fingertips

Ready to 3x Your Lead Conversion?

Stop Losing Leads to Competitors Who Respond Faster

Our 30-Day Money-Back Guarantee
If you're not completely satisfied within 30 days, we'll refund your money - no questions asked. Cancel anytime with just 1 month notice.
Let's Get Started
Don't let another lead slip away. Your competitors are already automating - will you be next?

Questions? Email us at vr@gopocketceo.com

PocketCEO • Automation That Works While You Don't