Exeluma for Small Businesses
You have customers to serve and a business to run. But quotes, follow-ups, scheduling, operations, reporting, and new tools keep piling up. Exeluma builds practical systems that help your team execute without everything passing through you.
Free 30-minute call or video call · Acquire, Operate & Scale from $499/month
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Problem recognition
Someone filled out the contact form. Nobody followed up.
Estimates sit in a notebook, inbox, or someone’s head.
Your team asks you the same question every Tuesday.
You pay for software that doesn’t talk to your other software.
You don’t know which marketing activity turns into paying customers.
You’re working in every part of the business and can’t improve the business itself.
You don’t need to become an AI expert. You need the right work handled by the right system.
Systems we build
Outcome-oriented systems, each built around how your business actually works.
Lead capture, CRM, automated reminders, appointment requests, quotes, and pipeline visibility.
Example flow
Work orders, project tracking, customer onboarding, repeatable SOPs, handoffs, and internal portals.
Example flow
Management dashboards, billing status, collections follow-up, expenses, and key operating metrics.
ImportantBusiness visibility systems; not a substitute for bookkeeping, accounting, legal, or financial advice.
Landing pages, campaign tracking, contact capture, customer segmentation, and lead-to-customer reporting.
Websites, custom apps, integrations, documented automations, bounded AI assistants, and dashboards.
Example flow
Packages & pricing
More customers, smoother operations, or the next stage of growth—each in three levels from $499/month. The full total is always shown, and paying in full gets you 2 months free.
Need more customers?
Connect visibility, inquiries, follow-up, and sales. Best for businesses that can already deliver and need a connected customer-acquisition system.
Acquire
Best for: A local provider losing inquiries
$499/mo
× 12 payments · $5,988 total
or $4,990 paid in full — save $998
Acquire
Best for: A service firm needing consistent follow-up
$999/mo
× 12 payments · $11,988 total
or $9,990 paid in full — save $1,998
Everything in Basic, plus:
Acquire
Best for: A business ready to run two channels + retention
$1,999/mo
× 12 payments · $23,988 total
or $19,990 paid in full — save $3,998
Everything in Pro, plus:
| Deliverable | Basic $499/mo | Pro $999/mo | Premium $1,999/mo |
|---|---|---|---|
| Research and sales diagnosis | Review one offer, one audience, up to five competitors, and the inquiry-to-sale path | Basic plus lost-lead analysis and up to two segments | Pro plus acquisition economics and up to three segments |
| Conversion assets | One new or redesigned landing page; copy and lead capture | Up to two landing pages and one lead magnet | Up to three landing pages and two lead magnets |
| CRM | One pipeline and one follow-up automation | One pipeline and up to three follow-up automations | Up to two pipelines and five follow-up/reactivation automations |
| Visibility and SEO | One eligible local profile optimized; SEO corrections on the included landing page | On-page improvements across up to five existing pages and one SEO improvement batch/month | Improvements across up to ten pages and two SEO improvement batches/month |
| Managed campaigns | Setup of one campaign and one review/month on one channel | Management of one channel with weekly performance checks | Management of two channels with weekly checks and one structured conversion test/month |
| Social media | Profile review and four campaign content items, delivered once | Two networks; eight original items/month including two short videos | Three networks; twelve original items/month including four short videos |
| Blog | Not included | One article/month | Two articles/month |
| Retention | One review-request message sequence, delivered once | Review-request automation and one reactivation campaign/quarter | Pro plus one standard referral or points-reward program implementation |
| Reporting | Inquiry and conversion dashboard; monthly review | Proposals/bookings and cost-per-lead reporting where data exists; twice-monthly review | Acquisition cost and customer-value reporting where reliable data exists; twice-monthly review |
Need the business to run better?
Make delivery and administration repeatable and visible. Best for businesses with customers that need better delivery, administration, and visibility.
Operate
Best for: A service owner chasing invoices and tasks
$499/mo
× 12 payments · $5,988 total
or $4,990 paid in full — save $998
Operate
Best for: A small team onboarding customers manually
$999/mo
× 12 payments · $11,988 total
or $9,990 paid in full — save $1,998
Everything in Basic, plus:
Operate
Best for: A restaurant, studio or service company
$1,999/mo
× 12 payments · $23,988 total
or $19,990 paid in full — save $3,998
Everything in Pro, plus:
| Deliverable | Basic $499/mo | Pro $999/mo | Premium $1,999/mo |
|---|---|---|---|
| Operating review | Map one critical process and identify handoff failures | Map up to three connected processes | Map up to five connected processes |
| Workspace and procedures | One task workspace; up to three standard operating procedures | Up to six procedures and role assignments | Up to ten procedures and role-based operating views |
| Customer journey | One intake-to-delivery workflow | Intake, delivery tracking, and post-delivery follow-up | Pro plus one self-service customer or staff portal module |
| Automation | Up to two workflows | Up to five workflows | Up to eight workflows |
| Finance visibility | Setup of invoice and expense tracking plus one cash-flow dashboard | Configure one existing finance platform and connect up to two supported data sources | Pro plus one additional operating-software implementation and up to four supported data sources in total |
| Customer and team tools | Configure one supported existing workspace | Configure up to three existing applications | Configure up to five existing applications, including those used for finance and the portal |
| Data cleanup | One import of up to 500 rows into one supported tool | Up to 2,000 rows across two imports | Up to 5,000 rows across three imports |
| Training and handover | One recorded handover and one team session | Two team sessions and recorded walkthroughs | Three team sessions and recorded walkthroughs |
| Review and improvement | Monthly operating review and one small improvement/month | Twice-monthly review and two small improvements/month | Twice-monthly review and three small improvements/month |
Ready for the next stage?
Fix a measured growth constraint without creating operational chaos. Best for businesses with a proven offer, functioning delivery, and usable sales data.
Scale
Best for: A proven business with one conversion bottleneck
$499/mo
× 12 payments · $5,988 total
or $4,990 paid in full — save $998
Scale
Best for: A team improving conversion and repeat purchases
$999/mo
× 12 payments · $11,988 total
or $9,990 paid in full — save $1,998
Everything in Basic, plus:
Scale
Best for: An established business coordinating growth and capacity
$1,999/mo
× 12 payments · $23,988 total
or $19,990 paid in full — save $3,998
Everything in Pro, plus:
| Deliverable | Basic $499/mo | Pro $999/mo | Premium $1,999/mo |
|---|---|---|---|
| Growth diagnosis | Review existing sales and delivery data; choose one measurable constraint | Basic plus one retention or margin opportunity | Pro plus capacity analysis and one expansion hypothesis |
| Focus | One existing offer, one funnel, one market | Up to two connected growth workstreams in one market | Up to three connected growth workstreams; one additional segment or location only if agreed |
| Assets and implementation | Improve one existing landing page and one existing workflow | Up to two landing pages and three workflows | Up to three landing pages and five workflows |
| Experiments | One test/month on an existing channel; up to two simple creative variants | Two tests/month on up to two existing channels; up to four simple creative variants | Two tests/month on up to two channels; up to six simple creative variants |
| Retention system | One reactivation sequence implemented | Basic plus one standard referral or loyalty program | Pro plus segmentation and one additional retention workflow |
| Reporting | One growth scorecard; monthly review | Sales, retention, and margin views where data permits; twice-monthly review | Pro plus a capacity dashboard; twice-monthly review |
| Additional software | Existing tools only | Supported standard integrations within the workflow allowance | One bounded web-app module OR one industry-software implementation |
Only need one small thing fixed? Momentum builds one improvement a month for $49—like a follow-up sequence or an appointment reminder.
Need someone to keep implementing with you?
Hands-on implementation and follow-through on your agreed priorities.
$999/mo
3-month initial term ($2,997), then month to month
Examples of hands-on work
Monthly service with a 3-month initial term, then month to month. 12 hours is a transparent cap, not unlimited work. Can stand alone or run alongside a package.
How the engagement works
Understand the current workflow.
Quantify where opportunities, time, or information are being lost.
Define one realistic implementation.
Build and connect it.
Train the owner/team, monitor performance, and improve.
We work with your existing tools wherever practical. We build custom software when there is a real reason.
Practical example
A field-service company receives inquiries through multiple channels. Exeluma maps their process, routes every new inquiry into a single CRM, sets follow-up reminders, connects estimate status to job assignment, and gives the owner a weekly view of open opportunities.
Scattered messages
Uncertain ownership
No clear reporting
Defined workflow
Visible pipeline
Documented handoff
Monitored process
Illustrative example—not a claim about a specific client or results.
Step 01 / 05
Website form, phone and email inquiries land in one place.
New inquiry
Website formIllustrative example with placeholder data — not a claim about a specific client or results.
Not by default. We start with what you have. If your current CRM can do the job once it’s set up properly and connected, we’ll work with it. We only recommend replacing a tool when it genuinely can’t support the workflow.
No. We design systems that owners and staff can run day to day, document how they work in plain language, and stay available for changes according to the support terms you choose.
Yes, within limits. We automate bounded, rule-based messages and use AI for drafting or triage with human review where it matters. Anything sensitive or unusual escalates to a person. We document what’s automated and how to override it.
Yes. Training the people who will use the system, and documenting handoffs, is part of putting it into the real workflow—not an afterthought.
The first 30-minute call or video call is free. Our Acquire, Operate and Scale packages each come in three levels—$499, $999 or $1,999 a month for 12 months, with the total always shown—or pay in full and get 2 months free. Third-party software fees are identified up front, and everything is confirmed in writing before work begins.
Yes. We work with businesses across the United States and Canada remotely, using video calls, shared documents, and the tools you already use.
For small businesses
Book a free 30-minute call or video call. Describe the bottleneck in your own words and we’ll tell you what to fix first.
