Massmarket AI
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CHARLOTTE, NC
// AI OPERATIONS PLATFORM ─ ORCHESTRATION LAYER

Operating Intelligence,
Redefined.

Your tools stay yours. Our proprietary orchestration layer is what makes them operate as one system—coordinating CRM, estimating, dispatch, comms, and accounting into a single operational control plane.

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LOC SHIPPED
0
PROD SYSTEMS
0
DEPLOYMENTS
0
AI SKILLS
0
◆ CRM · ESTIMATING · DISPATCH · COMMS · ACCOUNTING ◆ YOUR TOOLS STAY YOURS ◆ SPECIALTY PHARMACY ◆ DISASTER RESTORATION ◆ COMMERCIAL ROOFING ◆ MULTI-CARRIER INSURANCE ◆ HEALTHCARE SERVICES ◆ PROPERTY MANAGEMENT ◆ MULTI-LOCATION SERVICE
// 01 — THE MODEL

Your tools stay yours.
Our orchestration layer makes them one system.

01 / YOU OWN
YOUR SAAS, YOUR DATA

Your SaaS subscriptions. Your data. Your accounts.

HighLevel, Salesforce, Monday, CompanyCam, QuickBooks — all stay in your name, paid by you, owned by you. Every record, customer list, and transaction lives in platforms you already control.

CRM (HIGHLEVEL / SALESFORCE)YOURS
PROJECT (MONDAY / COMPANYCAM)YOURS
ACCOUNTING (QUICKBOOKS / NETSUITE)YOURS
CUSTOMER DATAYOURS
02 / WE OPERATE
PROPRIETARY IP

The orchestration layer, connectors, skills, and framework.

We license the platform IP that makes your tools work as one: orchestration engine, integration connectors, AI skill library, agent framework, methodology. Real software, not services-as-retainer.

ORCHESTRATION ENGINELICENSED
50+ CONNECTORSLICENSED
AI SKILL LIBRARYLICENSED
AGENT FRAMEWORKLICENSED
// 02 — THE CONTROL PLANE

One operational control plane over the tools you already run.

We don't replace your stack. We orchestrate it. The Massmarket AI platform sits above your CRM, estimator, dispatcher, comms, and accounting — coordinating the work that used to live between tabs, spreadsheets, and humans.

orchestrate(crm, estimator, dispatcher, comms, ledger)
→ return control_plane
CRM
Estimating
Dispatch
Comms
Accounting
MASSMARKET AI // CONTROL PLANE
● LIVE
orchestration
agents
observability
policy & audit
OUTCOME.01
Fewer handoffs
OUTCOME.02
Faster cycle time
OUTCOME.03
One system of record
// 03 — THE PROPRIETARY IP

The moat. The software. The reason this is a license, not a retainer.

IP.01
Orchestration engine
The runtime that routes work across your tools, tracks state, and enforces order.
IP.02
3 LAYERS / VERIFIED 2026-04-26
Stack-deep + marketplace-wide integrations
Three layers of reach. (1) 33 confirmed integration providers we operate against — LLM (Anthropic, OpenAI, Google AI, Perplexity), voice (Twilio, Retell, Vapi), transcription (Fireflies), payments (Stripe), platform (HighLevel, n8n, Browserbase, Google Cloud), data (Supabase), deployment (Vercel), comms (Google Workspace, Slack, Resend, Mailgun, SendGrid), code (GitHub, Linear), ads (Meta), analytics (PostHog, Sentry), design (21st.dev), image+video gen (Higgsfield, Nano Banana, Seedance), data + scraping (Apollo, FullEnrich, Outscraper), compliance (TCPA Litigator). (2) Every HL-native connector + the entire HighLevel Marketplace — hundreds of business tools reachable per client without per-tool code. (3) n8n — auto-configured by our orchestration app — unlocks 400+ more integrations in its catalog including Salesforce, HubSpot, Notion, Airtable, every Microsoft 365 surface, every major CRM, every webhook target.
Depth where we built it. Reach where the platforms earned it. Composability where n8n provides it.
IP.03
53 proprietary AI skills
A library of production-tested skills built for Codex and Claude — the primitives your agents compose.
IP.04
Four proprietary frameworks
Operations automation · software integration · marketing automation · sales team scaling.
IP.05
Agent framework + skill system
How agents pick skills, maintain context, and hand off to humans when policy says so.
IP.06
Deployment + monitoring
CI pipelines, observability, SLA alerting — the infrastructure that keeps it running at 3 a.m.
IP.07
Salience Memory Layer
Every reference, transcript, and decision scored 1–10. Force-read what's hot. Decay what's stale. Bump on use, half-life on absence. Like human episodic memory, applied to your business operations.
IP.08
Data Reconciliation Engine
Every message, transcript, email tagged to its project. Cross-client contamination cleaned automatically. Duplicates resolved before anything fires. The unsexy layer that makes everything else work.
// 04 — STRUCTURALLY DIFFERENT

Between enterprise platforms and agency rebuilds — neither fits mid-market.

ENTERPRISE PLATFORM
e.g. ServiceNow
SETUP
~$180K
ANNUAL LICENSING
$500K – $1M / yr
AI ADD-ONS
$50 – $100 / seat / mo
FIT FOR MID-MARKET
Overbuilt. Overpriced.
MASSMARKET AI
Orchestration layer
SETUP
$75K – $250K
MONTHLY
$2.5K – $10K total
AI ADD-ONS
Included in tier budget
FIT FOR MID-MARKET
Purpose-built, $5M – $150M.
HIGHLEVEL AGENCY
One-and-done builds
BUILD
$5K – $20K, once
MONTHLY
— (handed off)
AI ADD-ONS
DIY
FIT FOR MID-MARKET
No ongoing engineering.

// Enterprise platforms charge $500K–$1M/yr for mid-market. Agencies ship once and disappear. We do neither.

// 04.5 — THE MORNING SCAN

The Monday morning scan, delivered where you already work.

Your Massmarket ops agent compiles every operational signal across HighLevel, n8n, and your full integration stack — then drops one digest into your Slack or Discord at 8 AM Monday. No new app to check. No dashboard to log into. Read it on your way in.

# ops-briefings
SLACK · DESKTOP
Massmarket Ops Agent APP 8:00 AM 
🌅 Monday Briefing — Week of Apr 27

📈 TOP REVENUE DRIVERS THIS WEEK
  • 14 new opportunities in Pipeline A ($82K weighted)
  • 3 deals stalled >7d in stage 4 — outreach drafted, your sign-off
  • Voice AI booked 19 appointments overnight (4 same-week, 15 next 14d)

⚠️ NEEDS YOUR ATTENTION
  • 2 negative reviews surfaced (Yelp, Google) — replies drafted
  • "Anderson Roofing" no-showed twice — recommended: call before 10 AM
  • Mailgun bounce rate spiked to 4% (baseline 1.2%) — investigating, no action yet

✅ SYSTEM STATUS
  18 production systems operational
  431 deployments tracked · n8n + HL syncing clean
  Greenlight queue: 7 items awaiting your review

Reply "expand" on any line for full context.

// ACTUAL DELIVERY ARTIFACT · NOT A MOCKUP CONCEPT

// 05 — SPECIALTY VERTICALS

Built for businesses that don't fit off-the-shelf software.

V.01
Specialty pharmacy
Intake · routing · compliance
V.02
Disaster restoration
Dispatch · estimating · insurance
V.03
Commercial roofing
Bids · crews · project flow
V.04
Multi-carrier insurance
Quoting · renewals · comms
V.05
Healthcare services
Compliant workflows
V.06
Coaching + community
Lifecycle · nurture · delivery
V.07
Property management
Units · tickets · vendors
V.08
Multi-location service
Locations · routing · reporting
// 06 — SECTION TYPE LIBRARY

22 universal section types. Encoded once. Installed across two lanes.

HL's public API where it exists. Playwright-on-HL-UI automation where it doesn't. Most agencies have one lane or none. Massmarket has both, plus n8n for non-HL providers — all programmatically driven by one orchestration app.

SECTION TYPE
INSTALL METHOD
Pipelines
● UI (Playwright)
Tags
● HL API
Custom Fields
● HL API
Custom Values
● HL API
Workflows
● UI (Playwright)
Triggers
● UI (Playwright)
Forms
● UI (Playwright)
Calendars
● HL API
Voice AI (single-prompt)
● HL API
Voice AI (flow)
● n8n → Retell
Chat AI (prompt-style)
● HL API
Chat AI (flow-style)
● HL API
Meta Ads
● UI (Playwright)
Google Ads
● HL API
Memory Unification
● API + UI (hybrid)
Nurture Sequences
● API + UI (hybrid)
Lead Scoring
● HL API
Lead Disposition
● HL API
Knowledge Base
● API + UI (hybrid)
Conversation AI Actions
● HL API
Greenlight Approval Surface
● Native (Massmarket-built)
Reputation/Review Automation
● HL API
● HL API — Massmarket's app calls HL's public API endpoint.
● UI (Playwright) — Massmarket's app drives HL's UI via Playwright automation (HL has no public API for this surface).
● API + UI (hybrid) — some pieces via API, others via UI automation.
● n8n → Retell — routed through n8n connection to a non-HL provider (Retell for voice flow execution).
● Native (Massmarket-built) — Massmarket-built primitive, not an HL wrapper.
METHODOLOGY
SALESFORCE · HUBSPOT · SERVICETITAN · MONDAY.COM
Cross-platform install methodology

Adding a new platform runs a repeatable four-step process:

STEP.01
Frontend audit
Every screen, every action, every state mapped.
STEP.02
API audit
Every endpoint, scope, rate-limit, gotcha catalogued.
STEP.03
Skill compilation
Operator concepts ported to API/UI/process skills against the new platform's primitives.
STEP.04
Knowledge base digestion
Platform-specific docs, edge cases, quirks indexed so the orchestration brain reasons natively in that platform's terms.

At completion, that platform joins the deploy matrix with the same fidelity as HighLevel today.

// 07 — ENGAGEMENT TIERS

Three tiers. Setup + managed monthly. Nothing hidden.

Every tier includes platform hosting, tier-scaled AI token budget, managed dev hours, quarterly optimization, and emergency SLA.
Foundation
TIER.01
SETUP
$75K
MONTHLY
$2,500/mo
TARGET: $5M – $15M REVENUE
  • [→] 8 managed dev hours / mo
  • [→] $1K token budget / mo
  • [→] Platform hosting
  • [→] Quarterly optimization
  • [→] Emergency SLA
EACH ENGAGEMENT INCLUDES
  • ─ Platform License (always)
  • ─ Phase 1 Build (custom to your stack)
  • ─ Managed Operations (ongoing)
  • ─ Section Type Library access (compounds)
Annualized$105K / yr
Setup includedPhase 1 build
Token overageat cost + margin
Dev overage$250–350 / hr
Apply Here →
MOST COMMON
Orchestrator
TIER.02
SETUP
$150K
MONTHLY
$5,000/mo
TARGET: $15M – $50M REVENUE
  • [→] 15 managed dev hours / mo
  • [→] $2.5K token budget / mo
  • [→] Platform hosting
  • [→] Quarterly optimization
  • [→] Emergency SLA
EACH ENGAGEMENT INCLUDES
  • ─ Platform License (always)
  • ─ Phase 1 Build (custom to your stack)
  • ─ Managed Operations (ongoing)
  • ─ Section Type Library access (compounds)
Annualized$210K / yr
Setup includedPhase 1 build
Token overageat cost + margin
Dev overage$250–350 / hr
Apply Here →
Command Center
TIER.03
SETUP
$250K
MONTHLY
$10,000/mo
TARGET: $50M – $150M REVENUE
  • [→] 30 managed dev hours / mo
  • [→] $5K token budget / mo
  • [→] Platform hosting
  • [→] Quarterly optimization
  • [→] Emergency SLA
EACH ENGAGEMENT INCLUDES
  • ─ Platform License (always)
  • ─ Phase 1 Build (custom to your stack)
  • ─ Managed Operations (ongoing)
  • ─ Section Type Library access (compounds)
Annualized$370K / yr
Setup includedPhase 1 build
Token overageat cost + margin
Dev overage$250–350 / hr
Apply Here →
OVERAGES — TOKENS
At cost + margin.
OVERAGES — MANAGED DEV
$250 – $350 / hr.
PHASE 2–5 EXPANSIONS
$25K – $75K each, after Phase 1 ships.
// 08 — TRUST
CRED.01
Highest-rated native English-speaking certified HighLevel expert.
CRED.02
15 full-time engineers shipping custom AI platforms.
CRED.03
53 proprietary AI skills built for Codex and Claude.
CRED.04
Proprietary frameworks for operations automation, software integration, marketing automation, and sales team scaling.
CRED.05
2.49M+ lines of code shipped across 18 production client systems.
CRED.06
The playbook behind Massmarket AI put GOSO Technologies into Forbes Home's Top 10 Solar Companies in Boston, 2024.
// 09 — STARTING POINT
New to AI orchestration? Start with HL AI Experts.

One-time HighLevel setup, AI Employee training, admin certification path. Graduate to Massmarket managed orchestration when you outgrow native HL.

Visit HL AI Experts
// 10 — ENGAGEMENT APPLICATION

Apply for an engagement.

Accepting a limited number of new engagements each month. Applications reviewed weekly.

INTAKE WINDOWQ2 ─ OPEN
SLOTS REMAINING03
REVIEW CADENCEWEEKLY
APPLICATION / 07 FIELDS
TRANSMISSION ● SECURE
Applications reviewed weekly. No sales pressure.