Your business leaks revenue every day. Your own data can prove it.
Helix installs ten AI agents inside the stack you already run (GHL, Kajabi, Stripe, Slack, Zoom) to recover failed payments, answer leads in minutes, fill your calls, and save churning members. Every dollar is audited against a baseline you sign.
You don't have a traffic problem.
You have a leak problem.
Across high-ticket coaching and education businesses, the same pattern repeats: leads answered in hours instead of minutes, follow-up that dies after two touches, members who churn silently, and failed payments nobody chases. All of it is measurable from the systems you already use, and your diagnostic prices yours.
Typical lead response time in this category, and roughly 1 in 5 leads never gets contacted at all. The benchmark that converts is under 5 minutes, 24/7. That gap alone is usually the biggest line on the leak map.
Average follow-up touches before a lead is abandoned. High-ticket sales need 8–12. The dead-list sitting in your CRM is an asset nobody works, until an agent does.
How much failed-payment revenue passive card retries typically recover. Industry data puts active, human-approved recovery at 60–80%, which is why dunning is the first agent we ship.
Ten agents that do the work.
You stay the judgment.
Not a chatbot. An operating system: agents that act inside your CRM, calendar, community, and Stripe, with every outbound action drafted for your approval in Slack. For which agents pay first and why, read the roster guide.
Dunning & Payment Recovery
The lighthouse agent. Finds every failed payment-plan charge, drafts the recovery message in your voice, and chases it to resolution. First audited dollar targeted by day 35.
Speed-to-Lead
Every new lead answered in under 5 minutes, 24/7, in your voice, with qualification questions, instead of the category-typical 3h 47m and a fifth of leads never contacted.
Show-Rate
Value-drip sequences between booking and call, smart reminders, and same-day reschedule saves. Show rates in this category typically sit near 62%; every point up is found money.
Sales Intelligence
Mines your recorded calls into an objection taxonomy, close-rate patterns, and a weekly coaching brief for your closers. The transcripts you already have are an unread goldmine.
Churn-Save & Win-Back
Engagement scoring that flags at-risk members 3–6 weeks before they cancel, plus save and win-back motions, instead of a monthly churn line nobody owns.
Content Engine
One long-form input becomes thirty assets: clips, posts, emails, community prompts, in your voice. Built to reclaim the 10–15 founder-hours a week that repurposing quietly eats.
Money-math agents first. Voice agents last.
Provability buys the trust that charisma spends. The full roster is ten agents. Setter/Follow-Up, Community Ops, Launch Ops, and AEO visibility join after the lighthouse three prove themselves on your numbers.
Dunning, Speed-to-Lead, and Show-Rate ship in weeks 5–10: the three agents with hard dollar attribution in your Stripe and calendar.
Every outbound message is a draft until you tap Approve. An action type earns autonomy only after 30 days under a 5% override rate, and is demoted after one bad week.
Revoke our tokens in one click, any time. You keep the dashboards, runbooks, and every byte of your data. Retention by competence, not contract.
Phase zero: prove it
before you commit to anything
72 hours inside your CRM, Stripe, calendar, and call recordings. Every leak quantified in dollars from your own data, and the fee is credited to the build if you build.
The 72-Hour Diagnostic
72 hours. Your numbers, not benchmarks. Ends in a 60-minute readout with signed success criteria: no build without your signature.
Speed-to-lead, follow-up collapse, no-shows, failed payments, and churn: each priced from your CRM and Stripe, using the conservative half of every estimate.
Not a PDF that dies in a drawer. A dashboard you keep, frozen as the baseline every future value memo is measured against.
A sample of your recorded calls mined into an objection taxonomy and close-rate patterns. Most founders have never seen their calls as data.
Which agents, in what order, and the success criteria each must hit: floors you sign, not stretch targets we market.
The build priced before it starts, module by module from your leak map. If the lighthouse agents miss the criteria you signed, it ends: documented.
If the diagnostic doesn't pay for itself in found opportunities, walk away: no build, no retainer. And the fee is credited in full to the build if you proceed.
Ten weeks
to a gate
Every phase ends in a decision you make with your own numbers in front of you. No pilot purgatory, no open-ended consulting.
Days 1–10: The diagnostic
Access on day 1, forensics through day 9, the 60-minute readout on day 10. Leak map, baseline, roadmap, signed or not.
Weeks 3–4: Foundation
Connectors live, the Slack approval engine running, eval sets built from your history, kill switch tested in front of you.
Day 35: First dollar
Target: the first recovered payment lands in your Stripe, usually a failed charge the old system silently lost.
Weeks 5–10: Lighthouse
Dunning, Speed-to-Lead, and Show-Rate reach full operation, override rates logged, value memo #1 delivered.
Week 10: The gate
At least 2 of 3 agents hit the criteria you signed, or the engagement ends with a documented handover. Your data decides.
Built by an operator,
governed by gates
No outsourced pods, no screenshot wins, no borrowed testimonials. Everything we promise is signed before you pay: that's the differentiator.
Years of hands-on ecommerce brand operations before building Helix. We run our own business on the same agent stack we install. Receipts on request.
Nothing reaches a lead or member without your approval until the agent has earned autonomy on logged override rates. Your voice stays yours.
If the diagnostic doesn't pay for itself in found opportunities, walk away: no build, no retainer. The build ends unless the agents hit the floors you signed. No pilot purgatory.
Cancel and keep everything: data, dashboards, runbooks, memos. Revoke our tokens in one click. Retention by competence, not contract.
Audited value first.
Retainers run on signed floors.
The diagnostic is credited in full to the build when you build. The retainer starts only after the agents clear the floors you signed, and only if your numbers say so.
No rate card, because no two coaching businesses leak in the same places. Your readout decides which agents run, what they touch, and what each one is worth against your baseline, and the monthly number goes in writing before the build starts. It doesn't move unless the scope does.
- Agents scoped from your leak map, nothing idle
- Monthly value report vs your baseline
- Slack approval engine + audit trail
- Model upgrades as they ship
- Kill switch + clean-exit guarantee
Month-to-month after month six. We eat the AI and tool costs. Optional performance kicker only on audited recovered revenue above your baseline.
The build starts with the AI Second Brain, the first thing we build, typically live two weeks after kickoff.
Honest answers
Including the ones other vendors would rather not give.
Run a DTC ecommerce brand? That's our home turf. Start with the AI Second Brain.
See the AI Second BrainSee your three biggest leaks
before you spend a dollar
It starts with a 20-minute fit call. Bring nothing. We'll walk through where coaching businesses your size typically leak, and whether the diagnostic is worth it for you. If it's not, we'll say so on the call.
The 72-hour diagnostic · $2,500, credited in full to the build: if it doesn't pay for itself in found opportunities, walk away. No build, no retainer.