Access our Purchase Guide here

CAI Platform
Social Media
& Email Marketing
Bookkeeping

Billing Preference

Monthly

Quarterly

Save 10% with quarterly plans

All features will be built and managed within CAI. A recurring platform fee will be added based on your selected package.

ESSENTIAL

$3,780/mo

Most Recommended Package

Basic package. No advanced integrations. Basic branding (w/ 1 revision). Minimal hours for SEO, Copywriting, Strategy, Support. Build up to 5 webpages.

Purchase

GROWTH

$6,120/mo

Most Recommended Package

More customization and features. Basic automation (AI chatbot, E-commerce). In-depth SEO & Branding efforts. Additional hours for Copywriting, Strategy, Support. Build up to 10 webpages.

Purchase

PREMIUM

$9,700/mo

Most Recommended Package

Most advanced package. Full-scale automation. Includes AI chatbot, E-commerce, and CRM. Enhanced SEO, Content Strategy, Visual Design, and Analytics. Comprehensive Support. Unlimited webpages.

Purchase
Advanced Funnel & Website Design Custom built, high converting funnels and responsive websites tailored to business needs.
Branding Providing two branding concepts with a final revision for refinement.
Copywriting & Content Strategy Crafting engaging website copy and content strategy.
SEO Optimization* Improving website ranking through keyword optimization and basic SEO.
Mobile Responsive Design Ensuring the website adapts seamlessly to different screen sizes.
Contact & Booking Forms An interactive online booking system for managing client appointments and scheduling.
Blog/Content Management System (CMS) Setting up a CMS for managing and publishing blog content.
Ecommerce Integration Adding online store functionality for selling products and services.
Custom Animations & High-End Visuals Enhancing website design with advanced animations and visuals.
Domain Setup Assistance Helping with domain registration and configuration.
SSL & Website Security Setup Securing the website with SSL and essential security measures.
Google Business Profile & Analytics Setup Configuring Google Business and analytics tools for insights.
Reputation Management Tools and strategies for monitoring and enhancing a brand's online reputation.
Reporting & Analytics Dashboard Custom dashboard providing insights and performance tracking for marketing campaigns.
Custom CRM Integration Connecting and configuring a CRM to streamline client interactions and sales processes.
Social Media Integration & Automation Linking social media accounts and automating social media posting and engagement strategies.
Lead Capture & Pipeline Automation Automated systems for capturing leads and managing their journey through the sales pipeline.
Membership & Course Platform A platform for hosting and managing memberships, courses, and digital content.
White-Label Dashboard & Mobile App Custom branded dashboard and mobile app for clients to access their marketing tools.
Training & Ongoing Support Providing training and support for website maintenance and use.
Support Level Support services ranging from basic assistance to dedicated account management.
Weekly Strategy Calls & Account Management Scheduled consultations for ongoing strategy refinement and business growth.
AI Chatbot & Automation Integration* Integration of AI-powered chatbots to automate responses and engage customers 24/7.
Call Tracking & Recording* Monitoring and recording of inbound and outbound calls for quality assurance and insights.
Missed Call TextBack Automation* Automatic SMS responses to missed calls, ensuring quick customer follow-ups.
*Features marked with an asterisk are add-on products and will be invoiced separately.
(e.g. phone number, text charges, domain, chatbot, ad spend, SEO, etc.)
Reach your target audience with
professionally designed pages.
Select a Setup package to get started.

FACEBOOK
BUSINESS PAGE

$60

Purchase

INSTAGRAM
BUSINESS PAGE

$60

Purchase

LINKEDIN
BUSINESS PAGE

$60

Purchase
Account Creation & Basic Setup Create the business page
Verify email & phone no.
Set up page roles
Create or convert to
a business account
Verify email & phone no.
Create the company page
Verify email
Add admin access
Profile Optimization Write an optimized bio
Upload profile & cover photo
Customize page username & URL
Write a bio with keywords & CTA
Upload profile picture
Add website & contact buttons
Optimize company bio
Upload profile picture
& banner image
Add company details
Content & Settings Configuration Add action buttons
Adjust privacy
& security settings
Pin an introductory post
Connect to Instagram
Link to Facebook page
Set up highlights
Adjust privacy
& security settings
Set up featured posts
Adjust visibility
& security settings
Add hashtags for discoverability
Browse our for full social media support.
Note: Setup pricing applies per social media account. (1 Account = 1 Setup Package)
For multiple pages, purchase one Setup package per platform.

Billing Preference

Monthly

Quarterly

Save 10% with quarterly plans

Level up your content and engagement.
Choose a package to get started.

Brand Builder

$2,400/mo

13 Flat Posts/GIF/Video/Email
Facebook, Instagram, LinkedIn
Email Marketing

Purchase

Brand Accelerator

$3,600/mo

26 Flat Posts/GIF/Video/Email
Facebook, Instagram, LinkedIn
Email Marketing

Purchase
Content Creation and Management Designing custom posts (static, carousel, branded graphics)
Writing engaging copy with hashtags
Curating & repurposing industry related content
Content Strategy and Planning Content Calendar Creation & Updates (mapping out post topics, themes, and dates)
Defining post themes (brand awareness, engagement, promotions)
Scheduling & optimizing posts (best times, formats)
Account Management and Optimization Ensuring consistency in brand elements
Updating profile images, banners, and company info as needed
Reviewing platform settings for optimal engagement
Community Engagement and Growth Responding to DMs & comments
Engaging with followers & relevant accounts
Initiating and responding to discussions
Hashtag and Keyword Research Finding trending and niche hashtags
Optimizing posts for discoverability
Keyword integration for LinkedIn & SEO
Analytics and Reporting Reviewing post performance metrics
Analyzing audience behavior & engagement
Creating reports & making improvement recommendations
Strategy Calls and Coordination Delegation of Tasks to Workforce – Assign roles and responsibilities for content
creation, scheduling, engagement, and reporting
Approval of Content Before Posting – Review and finalize social media content
before scheduling to ensure brand consistency and compliance
All features will be built and managed within CAI.
A recurring platform fee will be added based on your selected package.
If you're subscribed to CAI Platform, no additional subscription fee will apply.

Prepare your system for efficient financial tracking. Select a Setup package to get started.

Billing Preference

Monthly

Quarterly

Save 10% with quarterly plans

Keep your finances in check.
Choose a Bookkeeping package that fits your needs.

Essential Bookkeeping

$1,200/mo

Purchase

Premium Bookkeeping

$2,400/mo

Purchase
Payroll Payroll Employee: Manually calculating employee salaries and wages
Email for updates
Payroll with System like Gusto: Utilizing a payroll software like Gusto automates many payroll tasks, such as tax calculations,direct deposit processing, and generating pay stubs.
Recording of Vendor Payments/Expenses: tracking all expenses incurred by the business, such as payments to suppliers, rent, utilities, and other operating costs. This includes proper documentation of each expense for accounting purposes.
Invoices Drafting Invoices for Approval: Creating invoices for services rendered or goods delivered to clients. These invoices are typically reviewed and approved by the client before being sent out.
Sending Out Invoices: Distributing invoices to clients via Email and QuickBooks Online.
Reconciliation The process of comparing and reconciling bank statements with the company's internal accounting records. This involves identifying and investigating any discrepancies between the two. Ensures the accuracy of bank balances and helps to prevent fraud. -
Reconcile expenses & payments of Vendors on QuickBooks -
Verify if the ending cash balance on the bank reconciliation statement matches the cash balance reported on the company's balance sheet. This ensures consistency and accuracy in financial reporting.
Financial Reports P&L (Profit & Loss) Report: Shows a company's revenues and expenses over a specific period, such as a month or year. It provides insights into the company's profitability and overall financial performance. -
Balance Sheet: A snapshot of a company's financial position at a specific point in time. It shows a company's assets, liabilities, and equity. -
Strategic Calls The weekly meeting covers follow-ups on unanswered emails, reporting previous payrolls, and reviewing invoices for approval. Additionally, discussions on aging reports and addressing any other outstanding inquiries are conducted.
Preparation of the agenda, necessary reports, and taking minute notes
Processing of 1099 Issuing 1099 forms involves gathering necessary information from collectors, including having them complete a W-9 form to provide their taxpayer identification details. Once the W-9 is received, we prepare and file the 1099 form with the IRS and provides a copy to the payee by the required deadlines.

Basic Setup

$120

Purchase

Standard Setup

$240

Purchase

Advanced Setup

$480

Purchase
Small Business, Simple Setup
Company Profile
Basic Chart of Accounts
Bank Feeds Setup
Medium Business, Multiple Accounts
Moderate Customization
Industry-Specific Chart of Accounts
Tax Settings, Bank Feeds, Initial Training
Large Business, Multiple Accounts
Custom Workflows, System Integrations
Industry-Specific Chart of Accounts
Tax Settings, Bank Feeds, Training
Multi-Currency, Historical Data Import
Explore our Bookkeeping Management packages for support with
recording transactions, managing accounts, reconciling bank statements, and updating ledgers.

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Manila - New York - Madrid

US +1 646-827-2300

Company

Business Partnership

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