// PROGRAMS

Select Your
Automation Level

From brand new agencies to established operations -- custom automation systems built for every stage of growth.

200+

Agencies Transformed

1000+

Automations Built

100%

Lead Follow-Up

SCALE SYSTEM

STATUS: ACTIVE

M2A|

My Automated Agency

> Custom automation for established agencies $1M+ Premium

TARGET: Established agencies with $1M+ annual premium

TIMELINE: 12 months with an opt out available at 6-month mark

20 CUSTOM WORKFLOWS

3 TRACKS

◆

Increasing New Business

Closing Rate:30%→40%

Premium/Producer:$40K→$80K

◆Build AI agents to automate outreach and follow-ups

◆Connect marketing and sales tools into your CRM/AMS

◆Set up nurture sequences and sales campaigns

◆Cross-sell existing book of business

◆Automate referral programs and partner workflows

◆Generate and manage more Google reviews

◆

Retaining Clients

Retention Rate:85%→95%

◆Automate renewal process — zero dropped renewals

◆Build welcome aboard and client onboarding sequences

◆Track pending cancellations and rate increases automatically

◆Set up retention and churn metrics dashboards

◆Cross-sell automation for existing clients

◆

Improving Overall Speed

Revenue/Staff:$150K→$300K

◆Eliminate time-consuming manual tasks with automation

◆Optimize staff utilization and revenue per team member

◆Build a hiring process and recruiting pipeline

◆Integrate all systems into one seamless platform

◆Clean up and organize your data

BONUSES INCLUDED

3 ITEMS

$200/Month Maintenance Plan Included

Ongoing maintenance including task cleanup, data cleanups (up to 50K rows), and continuous automation support.

Research & Manage Tech

Research tech for you. Manage technology and handle fires.

Standard Operating Procedures (SOPs) & Training

Documented agency workflows · Knowledge transfer · Integration architecture · Unlimited training

INITIALIZE M2A →

READY

STARTER SYSTEM

STATUS: ACTIVE

M1A|

My Automated Agency: First Steps

> Essential automations for brand new agencies

TARGET: Brand new agencies just getting started

TIMELINE: 1-2 weeks build + 7 weeks training

CORE FEATURES

6 ITEMS

[✓]10 pipelines (personal, commercial, follow-ups, cold calling, referral)

[✓]Complete onboarding automation

[✓]Intake form consultation and setup

[✓]Standard Operating Procedures (SOPs) documentation

[✓]7 weekly training calls (30 min each)

[✓]Bonus automations: task cleanup, duplicate removal

TRAINING SCHEDULE

01Week 1: Initial Agency Zoom training

02Week 2: Task automation activated

03Week 4+: Automated emails/texts activated

04Ongoing Q&A and training sessions

05Final: Tech stack review meeting

INITIALIZE M1A →

READY

// SYSTEM COMPARISON

M1A vs M2A Side by Side

Find the right system for your agency's stage

SPEC

M1A

STARTER

M2A

SCALE

01Target Audience

Brand new agencies

Established agencies ($1M+ premium)

02Timeline

1-2 weeks build + 7 weeks training

Custom implementation

03Pipelines / Workflows

5 custom pipelines

20 custom workflows

04Training

7 weekly calls (30 min each)

Discovery call + custom onboarding

05SOPs & Documentation

Included

Custom reporting systems

06Data Cleanup

Up to 50,000 rows

07Maintenance Plan

$200/month included

08Focus Tracks

New Business, Retention, or Speed

SELECT:

DEPLOY M1A

DEPLOY M2A

8 SPECS COMPARED

M1A

M2A

// DEPLOYMENT PROTOCOL

How We Deploy Your System

From first call to fully operational -- a proven 4-phase process

01INIT

INIT

DISCOVERY

PHASE_01

We analyze your current operations, tech stack, and growth goals. Every agency is different -- we map your specific bottlenecks and opportunities.

02PLAN

PLAN

BLUEPRINT

PHASE_02

Custom automation architecture designed around your workflows. We build the exact system your agency needs -- no cookie-cutter templates.

03EXEC

EXEC

BUILD

PHASE_03

Our team constructs and integrates your automation systems. Pipelines, workflows, data cleanup, and training -- all built in parallel.

04LIVE

LIVE

LAUNCH

PHASE_04

System goes live with full training and support. Ongoing monitoring ensures everything runs at peak performance from day one.

Average deployment: 2-8 weeks depending on program

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Your Revenue?

Join 200+ agencies already running on Rev-Box. Automate workflows, monitor everything, never miss an opportunity.