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Pricing & Engagement Options

Achieve Your Business Goals with Modern AI-Driven Operations

 MTS Advisory Group provides a range of consulting packages tailored to the needs of modern small and midsize organizations. Each engagement level delivers clear, tangible improvements—from automation of daily workflows to comprehensive digital transformation programs. Our approach ensures that your team can leverage AI, automation, and data-driven insights to operate more efficiently and confidently.


With every package, you receive structured guidance, professional implementation, and the tools your business needs to reduce manual effort, strengthen reporting accuracy, streamline communication, and enhance overall operational performance. Select the engagement tier that aligns best with your goals and let us help you build the systems that support your next stage of growth.

Unlock Your Business Potential

Essentials Package

$495–$995 (one-time)

Perfect for fast high-impact improvements.


Designed for businesses needing fast, practical efficiency upgrades without committing to a deep workflow build.


Included Services:

  • AI Tools Training (Copilot, ChatGPT, Power Automate)
  • Email, Document & Template Automation
  • Professional Communication Letter Writing
  • Basic Microsoft 365 Cleanup
  • Starter AI Content Automation
  • Marketing & Proposal Assistance
  • AI Appointment Setter; Automates appointment request detection and sends quick-reply availability.
     

Why choose this package?
Perfect for small teams that need immediate efficiency improvements with minimal complexity.

Operations Upgrade

 $1,500–$4,500 (project-based)

Perfect for businesses ready to modernize operations and reporting.

This package delivers meaningful workflow improvements, efficiencies, and deeper automation.


Included Services:

  • AI Systems & Process Automation Setup
  • Power BI Dashboards (single-dashboard build) 
  • AI-Augmented Reporting & Commentary
  • SOP & Workflow Creation (up to 3 processes)
  • AI Customer Communication Systems
  • Process Improvement & Automation Audit
  • Full Marketing & Proposal Assistance
  • AI Content System Setup (full version)
  • AI Appointment Setter — Full System Build; Reads emails, books appointments directly on your calendar, sends confirmations, reminders, and logs bookings.
     

Why choose this package?
Best for organizations ready to eliminate manual tasks and stabilize internal operations.

Digital Transformation Package

Digital Transformation Package

$5,000–$12,500 (60–90 days)

A complete systems modernization program.

For companies ready to redesign processes, automate entire departments, and upgrade reporting + workflow infrastructure.


Included Services:

  • Digital Transformation & AI Roadmap (90-day plan)
  • Multi-BI Dashboards (single-dashboard build)
  • Full Microsoft 365 Cleanup & Restructuring
  • Advanced Automation Builds (3–6 workflows)
  • AI Customer Communication Automation
  • Process Improvement & Automation Audit
  • Full Marketing & Proposal Assistance
  • Business Plans & Strategic Roadmaps
  • (NEW) AI Appointment Setter — Enterprise Version; Includes multi-team routing, CRM integration, custom rules, escalation workflows, and analytics dashboards.
     

Why choose this package?
Transform how your business operates from end-to-end with scalable workflows and measurable ROI.

Fractional AI Operations Advisor (Monthly Retainer)

$1,250–$4,500+ / month

Ongoing AI and operations support without hiring full-time staff.
Best for teams that want continuous improvement, automations, and expert oversight.


Included Services:

  • Monthly automation builds
  • Monthly reporting enhancements 
  • Workflow optimization
  • AI team training & adoption support
  • AI content system maintenance
  • Continuous system improvements
  • Priority Support & Quick-Turn Tasks
  • AI Appointment Setter: Monthly Monitoring & Optimization; We actively monitor performance, refine booking rules, handle exceptions, and improve response logic.
     

Why choose this retainer?
Perfect for organizations that want a long-term partner to maintain, upgrade, and scale their AI systems.

Optional Add-Ons

 

  • SOP Creation (per process) — $250–$850
  • Professional Letters (per letter) — $150–$350 
  • Business Plans & Roadmaps — $595–$1,950
  • Additional Power BI Dashboard — $750–$2,500
  • Additional Automation Workflows — $500–$1,200
  • AI Content Expansion — $350–$1,000
  • Marketing/Proposal Packages — Custom
  • Advanced Microsoft 365 Restructuring — Custom

AI Solutions for Small Businesses

Practical, high-impact AI systems built for small teams and service-based businesses. These solutions reduce admin work, improve response times, and create a more professional customer experience—without adding staff.

AI Appointment & Lead Handling — from $295

AI Appointment & Lead Handling — from $295

AI Appointment & Lead Handling — from $295

  • AI Appointment Setter; instant replies, booking, confirmations, reminders.
  • Lead Qualification Assistant; reads inbound messages, extracts key details, responds with questions.
  • AI Quote Request Handler; auto-detects estimate requests and collects required info.
  • Ideal for: plumbers, electricians, contractors, med spas, real estate.

AI Communication Systems — from $95

AI Appointment & Lead Handling — from $295

AI Appointment & Lead Handling — from $295

  • Customer Service Inbox Automation; auto-drafts replies for FAQs and client inquiries.
  • AI Review Reply Assistant; polished replies for Google/Yelp reviews.
  • Follow-Up Drip System; automated follow-ups after quotes or job completion.
  • Great for improving customer experience.

AI Admin & Document Automation— from $49

AI Appointment & Lead Handling — from $295

AI Reporting & Business Insights— from $95

  • Contract & Document Generator; creates letters, invoices, service quotes, onboarding docs.
  • Microsoft 365 Cleanup; reorganize files, naming, permissions, and workflows.
  • Template Creation; emails, forms, SOPs, and standardized layouts.

AI Reporting & Business Insights— from $95

AI System Support & Maintenance — $395/month

AI Reporting & Business Insights— from $95

  • KPI Dashboards; weekly or monthly KPIs auto-updated.
  • Sales & Cash Flow Forecasting
  • AI-powered trends and projections.
  • Variance Commentary; automated financial explanations for small teams.

AI System Support & Maintenance — $395/month

AI System Support & Maintenance — $395/month

AI System Support & Maintenance — $395/month

  • Perfect for small teams that rely on AI workflows, automations, dashboards, or appointment systems and want reliable, ongoing support without hiring additional staff.


Enhanced Support — $695/month


  • Up to 4 hours/month of enhancements
  • Quarterly optimization call


Who This Is Ideal For

  • Plumbers, electricians, contractors
  • Med spas & wellness offices
  • Small advisory or accounting firms
  • Real estate agents
  • Any small business running automations or AI systems

Book a Strategy Call

AI System Support & Maintenance — $395/month

AI System Support & Maintenance — $395/month

  • Need a complete AI setup for your small business? I can combine multiple solutions into a customized package based on your workflows and goals.

Contact Us

À La Carte Services

Flexible, one-off services for businesses that need targeted support, fast results, or small workflow upgrades without committing to a full package.

Automation & Workflow

Communication & Documentation

Automation & Workflow

  • AI Appointment Setter — $295–$695; automated email scanning, instant replies, booking, confirmations.
  • Power Automate Flow — $195–$495; custom workflow built for your systems.
  • AI Workflow Build-Out — $250–$650; automate repetitive processes and approvals.
  • Customer Communication Automation — $150–$350; automated replies, onboarding, and FAQ responses.
  • Microsoft 365 Cleanup — $150–$450; fix structure, folders, permissions, and Teams/SharePoint.

Reporting & Analytics

Communication & Documentation

Automation & Workflow

  • Power BI Dashboard — $395–$995; one-page dashboard with KPIs and data refresh.
  • Dashboard Refresh — $95–$195; update existing KPIs and visuals.
  • Excel Automation — $95–$350; formulas, macros, P&L templates, variance tools.
  • Data Cleanup — $95–$250; fix links, normalize data, and reorganize datasets.
  • CRM / App Integrations — $95–$350; connect tools to reporting or automation flows.

Communication & Documentation

Communication & Documentation

Communication & Documentation

  • Professional Letters — $29–$79; polished drafts for clients, vendors, and internal use.
  • SOP Creation — $95–$250; clear step-by-step process documentation.
  • Process Mapping — $150–$450; visual workflow diagrams for operations.
  • Template Creation — $49–$149; emails, documents, forms, and standardized layouts.

Training & Support

Need a Custom Build?

Communication & Documentation

  • 1:1 AI Tools Training — $125/hr; Copilot, Excel, Power BI, Power Automate.
  • Team Workshop — $495; 60–90 minutes of practical AI + automation training.
  • Hourly Support — $75–$125; enhancements, troubleshooting, and small improvements.
  • Appointment Setter Monitoring — $95–$195/month; ongoing optimization and exception handling.

Need a Custom Build?

Need a Custom Build?

Need a Custom Build?

  • If your business needs something not listed above, I can create a custom workflow, dashboard, or automation tailored to your processes.

Schedule a Strategy Call

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