After go live on 13 Nov

Keep every customer, and keep shipping

Prepared for Craig Maggio · LifeFone

The 13th takes retyping off AR. Next comes cleaner orders, card updates for your whole base, and a team that improves LifeFone every week.

★★★★★ 250+ systems shipped150+ businesses automatedStarts Mon 16 Nov
The Rex Automaton T-Rex chewing through paperwork and spreadsheets
Busywork, handled
Clients & partners
What's at stake

Small leaks, every month

None of these show up as one big loss. They add up quietly.

Half finished checkoutsEvery buyer who leaves halfway is an order you already paid to bring in
Orders missing detailsEach one that reaches Sedona incomplete puts retyping back on AR

Estimates. $850 assumes a $35 a month customer who would have stayed about two years.

Why a retainer now

The setup is done, so it's all output from here

Most of the calendar on the first project went to getting set up: logins, the server, test systems and connecting everything. That's in place, so a project the same size moves in roughly half the time.

  1. 01
    Unlimited requests, no quotesSend anything across the software you run LifeFone on, any time
  2. 02
    A board you controlEvery request dated, and you reorder the queue whenever you like
  3. 03
    Releases every weekWith a short note on what shipped and what's next
  4. 04
    Watched and improvedMonitoring after revisions end, plus ideas from us every month
For comparison, a full time developer who knows Salesforce runs well over $10k a month with benefits, and would still need months to learn Sedona, Forte and everything we've connected.
How it works

Sign once, then just ask

No scoping marathons and no surprise invoices. You send requests, we send back working builds.

Retainer
$6,500 /mo
Starts Mon 16 Nov
Step 01

Sign and pick a plan

One agreement. Your request board is set up the day work starts, with the core project already on it.

Cancellation reasons report
Caregiver phone on the lead
Text AR on a big decline
+ as many as you like
Step 02

Request anything

By email or on the board. Each request gets a date, and you set the order.

ShippedThis week

LifeFone numbers dashboard

Live and monitored
Step 03

Receive working builds

Tested in your sandbox first, released on a set day each week, then watched for as long as you're on the retainer.

Inside the retainer

A board that's always moving

We pull the top request, build it, ship it and move to the next, so you always see what's being worked on right now. No status meetings, no chasing.

Your request board Retainer · 1 active
Queue
Building
Shipped
From our clients

Teams that trust us with their systems

Dave Wilson
★★★★★
"Jacky built us a system that analyses every cold call our team makes, grades each rep's performance, and generates a coaching report with specific strengths and weaknesses. Every caller now gets actionable feedback on every call, our outreach quality has improved significantly, and it has run reliably for months."
Dave WilsonFounder, IT360New Zealand's largest IT company
Alex
★★★★★
"Working with Jack and his team has been a game changer for our business. Jack is incredibly diligent and takes the time to truly understand the depth of each project. The kind of tedious, repetitive work that used to eat up our team's time is now handled through AI solutions built with real precision. Things we thought would take months to automate, they made totally possible."
AlexFounder, BBMCNorth America's largest dash cam supplier
Chase
★★★★★
"We had been burning hours on manual outreach with mediocre results. Within six weeks the system was generating better-qualified meetings than our SDR team ever did."
ChaseVP of Sales, Capcon NetworksISP connecting 500,000+ rural homes
Noah Benaroch
★★★★★
"The team at Rex did a great job understanding our needs for this project. They delivered on time and did any adjustments needed post delivery."
Noah BenarochFounder, Forward Funding$250M+ financed to Canadian businesses
Two ways to work together

Two options, one agreement

Both include the core project: a Sedona ready checkout and Salesforce, plus card update links and the expiring card list for customers set up before go live.

Option 1

Monthly Retainer

Recommended

Pick a plan. 30 days' notice to stop, no minimum.

For everything at once

Retainer Plus

$14,400per month

Two builds moving at once, with IT support for your whole team.

  • Everything in Retainer
  • Two projects running at once
  • Numbers dashboard in 2 weeks, assistant by end of December
  • Unlimited IT support: accounts, Microsoft 365, Azure, Salesforce admin, vendor tickets handled for you
  • Development on any of your business systems
  • A shared Teams channel, answered the same business day
  • Reporting for your government and reseller channels
  • Monthly review call and a quarterly roadmap session
Start Retainer Plus
For steady progress

Retainer

$6,500per month

One build moving at a time, unlimited requests behind it.

  • Core project ready for review in about a week, not two
  • Unlimited requests across the software you sell, bill, report and talk to customers with: Salesforce, Sedona, Forte, your website and checkout, email and text tools, Microsoft 365
  • Numbers dashboard in 3 weeks
  • Fuller checkout and the guided rep screen in early December
  • "Ask your data" assistant by end of January
  • Monthly ideas, monitoring and fixes
Start Retainer
Option 2

One time project

$2,650one time

The core project only, ready for review in about two weeks. Half to start, half when it's live. New requests are quoted separately.

Pay first half, $1,325
Retainer PlusRetainerOne time
Core project: checkout, Salesforce, existing customers
Core project ready for review~1 week~1 week~2 weeks
Unlimited requestsQuoted
Numbers dashboard2 weeks3 weeksNone
"Ask your data" assistantEnd DecEnd JanNone
Monitoring after revisions endNone
IT support for your teamNoneNone
Shared Teams channel, same day answersNoneNone
Government and reseller reportingOn requestNone
Projects at once211

Swipe the table to compare

All prices in USD · 30 days' notice to stop · No minimum

The return

It pays for itself in customers kept

~8

customers a month, kept or won, covers the Retainer

Every

decline and expiring card gets a link automatically, across your whole base

Monthly

dollars recovered shown on your dashboard, so you see the return

Your data stays yours. The assistant runs inside your own Azure under your Microsoft health data agreement. No customer data goes to a public AI tool.
Timeline on the Retainer

From the first week

  1. Fri 13 NovGo live. Phase 1 stays exactly as agreed
  2. Mon 16 NovWork starts, once signed and paid
  3. About a week inCheckout and Salesforce changes ready for Joren and Darrell
  4. 1 DecExisting customers on the expiring card list, if signed by the 13th
  5. Early DecemberNumbers dashboard live, then the fuller checkout and rep screen after Cyber Monday
  6. End of January"Ask your data" assistant, or end of December on Retainer Plus
Sign by Fri 13 Nov for the 1 Dec card list

One agreement, you pick the option inside

Sign, choose Option 1 (Retainer Plus or Retainer) or Option 2, then use the matching payment button above.

Review and sign

Work starts the later of Mon 16 Nov or signed and paid.