The Collection
Two families. One standard of care.
Ascent gives a growing business its own private AI team. Apex connects an entire firm through an AI operating system. Each begins with a conversation about how your business works.
We support your team; we don’t replace it.
For teams of 1–15
Ascent
Your Private AI Team
The foundation
Ascent
Your Private AI Team
Every inquiry answered. Every client cared for. Day and night.
For solo professionals and teams of 1–15.
- Setup investment
- $2,000 setup
- Monthly investment
- $549/month
- Live in
- 7 business days from kickoff
- AI Sales Specialist: responds to new inquiries by text, call, or web chat, qualifies opportunities, and books appointments.
- AI Client Care Specialist: follow-ups, appointment reminders, review requests, and re-engaging past clients.
- Optional Personal AI Assistant: configured for the owner inside the ChatGPT or Claude they already use.
- Dedicated business line with an AI voice concierge.
- Built inside supported tools the team already uses.
- Unlimited AI usage.
- Private client portal.
- Concierge onboarding.
The expanded Ascent
Ascent Elite
For the same business, ready for more.
- Setup investment
- $3,000 setup
- Monthly investment
- $997/month
- Everything in Ascent.
- Expanded to five AI Specialists total, chosen to fit the business.
- AI Studio for images, video, and copy.
- Minimum agreement: three months.
- Phone and text usage are billed separately at cost.
- Setup investments are non-refundable once the system is live.
For firms of 15–50 · Multi-location
Apex
Your AI Operating System
The complete operating system
Apex
The AI Operating System for Leading Firms
Your entire firm, connected, intelligent and running in harmony.
For firms of 15–50 people, multi-location organizations, and businesses being acquired or recently acquired.
- Setup investment
- From $7,500 setup
- Monthly investment
- $2,000/month platform + $149/month per team member
- Live in
- Approximately six weeks
- AI Operations Hub: CRM, calendar, communication, and ClickUp project management unified.
- Department AI Specialists for sales, client care, operations, and administration.
- A personal AI assistant for every team member, trained on firm knowledge and processes.
- Executive owner dashboard.
- Jarvis Command Center.
- AI Studio.
- Monthly refinement.
- Unlimited AI usage.
- Private client portal.
- White-glove onboarding.
Final Apex investment is confirmed after consultation, based on firm size and scope.
The pilot route into Apex
Apex Pilot
A private pilot with one team.
- Investment
- $1,500 for 30 days
- A private 30-day pilot with one team.
- The full pilot investment is credited toward Apex setup.
- Minimum agreement: three months.
- Phone and text usage are billed separately at cost.
- Setup investments are non-refundable once the system is live.
How Apex is delivered
Assess. Design. Build. Test. Launch. Refine.
Apex is designed, built and launched in approximately six weeks, then refined every month.
- 1Assess
- 2Design
- 3Build
- 4Test
- 5Launch
- 6Refine
Enhancements
Add AI Specialists, AI Studio, the Jarvis Command Center, websites, funnels and custom automations to an active engagement.
View EnhancementsAscendIQ Creative
Your vision. Crafted for motion. Video ads for Instagram, Facebook, and TikTok. Starting at $197 per video ad.
Explore CreativeClient portals, dashboards and AI Specialists are delivered as part of an engagement. They are not features of this website.
Find the right starting point.
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