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Perspicacity Package

Enterprise Operating Layer

A fully custom-built operating system for businesses that have outgrown off-the-shelf tools — built from the ground up to match exactly how your company works.

Best for: Multi-location services, SaaS, private clinics, B2B operations

Fit

Who this package is for.

Perfect fit

Larger organizations with real complexity: multiple locations, multiple service lines, high call or lead volume, teams that need to see data across the whole operation, or regulated industries with specific compliance requirements. This isn't a template engagement — every component is scoped and built specifically for your situation.

Best for: Multi-location services, SaaS, private clinics, B2B operations

Terms you’ll see on this page — explained simply

n8n automation suite
n8n is a self-hostable automation tool that connects software systems. Scoped workflows can be inspected and exported; hosting, license rights, and operating costs depend on the agreed deployment.
Data warehouse
A central database that stores all your business data — leads, revenue, call logs, campaign performance — in one place so you can run reports, spot trends, and make decisions based on the full picture, not siloed department data.
CRM reporting layer
A connected set of dashboards and reports built on top of your CRM (customer tracking software) that shows your team what matters: where leads come from, which ones convert, how fast you respond, and what the revenue outcome was for each source.
AI content provenance
Marking and records that help check whether a specific asset was altered and which issuer signed it. The result depends on a trusted issuer, the media pipeline, and independent verification; it does not by itself establish legal compliance.
EU AI Act / SB-942
These laws set different transparency duties for specified AI providers, deployers, systems, and content. California SB-942 applies to covered generative AI providers, not every business using AI. Your counsel decides which duties apply; a marking feature alone is not a compliance verdict.
Operating runbooks
Step-by-step written guides that explain how your system works, what to do when something goes wrong, who owns each part of the operation, and how to hand it off to a new team member. A runbook means your operation doesn't live only in one person's head.
Scope

What’s included, explained simply.

Everything below is explicit. Nothing is implied or assumed to be included unless it appears in this list.

What you get — in plain terms

  1. A custom web application, client portal, or multi-location management system built for your agreed requirements. The signed scope defines source access, code rights, data export, and handoff.
  2. Multiple AI agents (voice and chat) with intelligent routing logic — so the right inquiry goes to the right team, location, or specialist automatically. Configured for your specific business rules.
  3. A full automation suite (built on n8n, a self-hostable workflow platform you control) that handles lead routing, follow-up sequences, document intake, invoicing, internal notifications, and any other repetitive process that currently requires manual work. Every automation has error monitoring and a human alert if something fails.
  4. A real data layer: either a connected CRM with custom reporting or a purpose-built data warehouse, depending on your volume and needs. Every lead, every source, every outcome — tracked and visible.
  5. Lifecycle automation (email, SMS, re-engagement), reputation management, document intake, and QA automation — all as modules that can be turned on or off based on what your operation needs.
  6. Security documentation, access controls, operating runbooks (step-by-step guides for your team), and a defined support path — so the system is maintainable and auditable, not a black box.
  7. Scoped AI content provenance marking and transparency-readiness review. Your counsel confirms which EU, California, or other requirements apply; we test the marking and verification steps included in the agreement.

Full inclusions checklist

  • Custom web app, portal, or multi-location system
  • Multiple voice/chat agents with routing logic
  • n8n automation suite with error monitoring
  • Data warehouse or CRM reporting layer
  • Lifecycle, reputation, document, and QA automation modules
  • Security, QA, and operating runbooks
  • Scoped AI content provenance and transparency-readiness review
Boundaries

What’s not included — and why.

Knowing what’s excluded is just as important as knowing what’s in. If something you need isn’t on this list, it can be added as an expansion module or a separate engagement — ask during a fit conversation.

What’s not included — and the reason

  1. We don't provide or produce medical, legal, financial, or other professional advice through any AI system we build. AI can screen, route, and summarize — but regulated judgment always goes to a licensed human.
  2. We don't clone any person's voice without explicit, documented consent from that individual. Voice personas for enterprise systems use consented professional voices only.
  3. We identify third-party dependencies and data export paths in the scope, so the handoff and ownership terms are clear before work begins.

Not included

  • Unapproved regulated advice
  • Unconsented voice cloning
  • Black-box vendor lock-in

Items above require a separate engagement or expansion module. Ask about any specific capability during a fit conversation.

Timeline

How long it takes, and what happens when.

Timeline in plain terms

Eight to sixteen weeks or more, depending on scope. Discovery and planning take two to three weeks — this phase is where we map your workflows, data model, and integration requirements in detail. Build and integration run in parallel workstreams. QA and testing happen before any component goes live. Complex, multi-location or regulated-industry projects sit at the longer end of the range.

Timeline and proof gates

Estimated timeline
8-16+ weeks
Infrastructure
$500-$3,000+/mo typical
Infrastructure detail
App hosting, database, queues, object storage, backups, monitoring, AI workers, voice workers, and SLA tooling.

These are the conditions verified before we call the system ready:

Security reviewData modelRunbooksSLA and support path
Pricing

How the price works.

Pricing shown here is a planning range. We confirm fit and any needed scoping before setting final scope, timeline, fees, and deliverables in a signed statement of work.

How the price works — in plain terms

Setup is $15,000 to $50,000 or more, scoped precisely after the discovery phase — not estimated from a template. The monthly fee of $3,000 to $10,000 or more covers managed hosting, AI system maintenance, automation monitoring, ongoing optimization, reporting, and a defined support path. Infrastructure (servers, databases, AI compute, telephony) is a separate pass-through billed at actual cost.

Pricing and timeline

$15,000-$50,000+$3,000-$10,000+/mo

Setup covers strategy, design, build, integration, QA, and launch. Monthly fees cover hosting support, optimization, reporting, and maintenance. Usage fees (telephony, SMS, model calls) are separately scoped where volume varies.

Timeline
8-16+ weeks
Infrastructure
$500-$3,000+/mo typical
Expansion path

Where this package leads.

Add managed acquisition, custom AI tools, or white-label portals.

Ready to scope this package?

A short fit conversation helps us understand your bottleneck and decide whether a paid Diagnostic Sprint or a direct build scope is appropriate. Any paid work starts only after you approve its scope and price.