We build AI systems that generate revenue inside your business — then we share the upside. Every new dollar, in one dashboard. We only win when you win.
2–4 wk
From audit to live
$2K–$8K
New monthly revenue added
Retainer + %
We share the upside
100%
Custom — no templates
How It Works
A dashboard is just how you watch it happen. Here's the engine underneath.
Build
We build the system
A custom AI dashboard + automation layer wired into your real data — leads, follow-up, reporting, cross-sell triggers.
Automate
It generates revenue
AI handles the work that drives money: instant lead follow-up, missed-call text-back, renewals, and cross-sell prompts — 24/7.
Monetize
We share the upside
A base retainer plus a share of the new, attributable revenue we create. We only win when you win.
The Keystone Model
Most agencies charge you whether or not anything works. We structure it differently — a fair base to build and run the system, plus a share of the new revenue it actually generates. The dashboard tracks every attributable dollar, so the math is transparent on both sides.
Base retainer
Covers the build, hosting, and ongoing optimization.
Performance share
A % of new, attributable revenue the system creates.
Cross-sell expansion
As it proves out, we add more revenue systems to your firm.
What you walk away with
A revenue system
Custom AI dashboard + automation, wired to your data.
A single source of truth
Every lead, follow-up, and dollar in one live view.
A partner on the hook
We're invested in the result, not just the invoice.
“
Within 60 days the system was generating more booked revenue than the cost to build it. We finally see every lead and every dollar in one place.
A Keystone client
Financial services firm · illustrative
$24.8K
Avg. monthly revenue added
2–4 wk
From audit to live
41%
Faster lead follow-up
Industries
Wherever revenue leaks through slow follow-up or manual reporting, there's a system to build.
Insurance & Financial
Lead portals, renewals, cross-sell engines
$50–$150 / client / mo
Contractors & Home Services
Missed-call text-back, booking, project portals
$1.5K–$3K / mo
CFO & Accounting Firms
Live client P&L, cash flow, KPI dashboards
$150–$400 / company / mo
Real Estate & Mortgage
Pipeline visibility, status portals, nurture
$100–$300 / client
Private Markets & Family Offices
Live investor portals, fund metrics
$800–$2K / mo per firm
Med Spas & Clinics
Booking, reactivation, revenue dashboards
$1K–$2.5K / mo
The Process
01
Step 1
Revenue Audit
A short call to find where revenue is leaking — slow follow-up, no cross-sell, manual reporting. We quantify the opportunity.
02
Step 2
We Build It
Your custom AI dashboard + automation, live in 2–4 weeks. You approve every screen. Hosted and maintained by Keystone.
03
Step 3
Unlock & Share
The system goes live and starts generating. We track every dollar it adds — and grow the account from there.
Book a free consultation. We'll map where revenue is leaking in your business and show you the exact AI system that would capture it — no pressure.