The Vault Suite

Everything you need to capture leads, follow up automatically, and stay consistent.

The Vault Suite combines a full CRM, automations, booking, funnels, and a monthly drop of industry-specific content so you can show up, follow up, and grow—without doing it all manually.

CRM • Automations • Booking • Funnels • Support • Monthly Content

Plans start as low as $47/month.

See your next 30 days at a glance.

Your dashboard pulls in leads, conversations, appointments, and campaigns so you always know what’s happening in your business.

  • Missed-call text back already set up
  • Pipeline of leads by stage
  • Today’s follow-ups in one place

Outcomes First

Turn “I’ll do it later” into leads, bookings, and sales.

The Vault Suite is built to stop the leaks in your customer journey—so every lead, message, and appointment has a clear next step.

Stop losing leads

Missed-call text back and automated follow-ups catch leads even when you’re in a meeting, on the road, or off the clock.

Stay booked

Smart calendars, reminders, and confirmations reduce no-shows and fill your week with the right appointments.

Convert more

High-converting funnels, forms, and web chat turn casual visitors into conversations, then into customers.

Stay organized

Pipelines, tags, and stages keep every lead, client, and campaign easy to track—without living in spreadsheets.

Know what’s working

Reporting shows which campaigns, sources, and conversations actually turn into revenue—so you double down on what works.

What You Get

Your all‑in‑one growth system + monthly support content.

Every plan comes with the same powerful core—and a monthly content engine that keeps you consistent, visible, and on-brand.

Featured in all plans

  • Lead Capture & CRM System
  • Automated Follow-Ups (Email & SMS)
  • Appointment Booking Calendar
  • Funnels & Forms for Lead Generation
  • Website & Web Chat Integration
  • Missed Call Text Back
  • Basic Workflows & Automation
  • Sales Pipeline Tracking
  • Core Reporting & Analytics
  • Included Support & Onboarding Assets

Plus monthly content

Every month, you’ll unlock an industry-focused content drop designed to help you generate leads, spark conversations, and reactivate past customers.

  • Monthly content drop with ready-to-use ideas
  • Caption prompts & templates (where applicable)
  • Monthly strategy focus (leads, reviews, referrals, reactivation, etc.)
  • Lightweight assets you can plug right into your funnels & messages

How It Works

Simple to start. Built to scale with you.

You don’t need to be a tech pro to get value from The Vault Suite. Follow the quick-start steps, launch your first automations, and let the monthly content keep you consistent.

In your first 30 minutes, you’ll:

  • Connect your phone, calendar, and email
  • Turn on missed-call text back
  • Import or add your first leads
  • Launch your first follow-up automation

Step 1

Pick your plan

Choose the level of content and done-with-you support that matches where your business is today.

Step 2

Get access & onboarding

We’ll walk you through connecting your tools, setting up the core automations, and importing your contacts—step by step.

Step 3

Launch & stay consistent

Turn on your campaigns, track results, and plug in each new monthly content drop to keep your pipeline full.

Choose Your Level

Start with the core. Add support as you grow.

Every plan unlocks The Vault Suite core system. Higher tiers layer in design, virtual assistant support, and custom marketing assets so you can move faster.

Standard

Core system + monthly content

Perfect if you’re ready to capture more leads, automate follow-ups, and plug in fresh content every month.

Premium

Add design & VA support

Includes everything in Standard plus 3 custom graphic design requests each month and 4 hours of VA support to help you implement.

Elite

Done-with-you growth engine

Everything in Premium plus custom marketing assets/software, priority design support, 8 hours of VA time, and 6 custom graphics per month.

Plans & Pricing

Join The Vault & choose how fast you want to move.

Monthly for flexibility. Annual for savings. Cancel anytime on monthly plans (if that’s true for your business). Annual plans are best for founders committed to consistent growth.

The Vault

Pick your plan. Toggle monthly or annual.

The Vault Standard

Solid foundation + monthly industry content.

$ 47 /mo
Get Standard

Includes access to industry-related monthly content.

Featured in all

  • ▶ Lead Capture & CRM System
  • ▶ Automated Follow-Ups (Email & SMS)
  • ▶ Appointment Booking Calendar
  • ▶ Funnels & Forms for Lead Generation
  • ▶ Website & Web Chat Integration
  • ▶ Missed Call Text Back
  • ▶ Basic Workflows & Automation
  • ▶ Sales Pipeline Tracking
  • ▶ Core Reporting & Analytics
  • ▶ Included Support & Assets

The Vault Elite

High-touch support + custom assets for scaling fast.

$ 147 /mo
Go Elite

Includes access to industry-related monthly content.

Featured in all

  • ▶ Lead Capture & CRM System
  • ▶ Automated Follow-Ups (Email & SMS)
  • ▶ Appointment Booking Calendar
  • ▶ Funnels & Forms for Lead Generation
  • ▶ Website & Web Chat Integration
  • ▶ Missed Call Text Back
  • ▶ Basic Workflows & Automation
  • ▶ Sales Pipeline Tracking
  • ▶ Core Reporting & Analytics
  • ▶ Included Support & Assets

Featured in Elite Plans

  • ▶ Custom Marketing Assets and Software
  • ▶ Graphic Design Team
  • ▶ 8 Hours Virtual Assistant Support / month
  • ▶ 6 Custom Graphics / month

Toggle billing to automatically switch pricing and checkout links.

Inside The Monthly Content

Know exactly what to post, send, and promote each month.

No more staring at a blank screen. Each drop is built around a clear theme so you can plug content straight into your CRM, social, and funnels.

  • Monthly content kit with themes, angles, and plug‑and‑play post ideas
  • Follow-up scripts for DMs, SMS, email, and voicemail drops
  • Promo prompts for limited-time offers, reviews, referrals, and reactivation campaigns
  • Optional monthly calendar layout so you can see your whole month at a glance
  • Industry-specific drops so your copy actually sounds like your market

Note: We tailor content by niche wherever possible, so you’re not stuck with generic, one‑size‑fits‑all marketing.

Social Proof

What members say they want most.

If you’re like most founders and service providers we talk to, you’re not short on ideas—you’re short on time, systems, and consistent execution.

“I just want a system that follows up for me.”

The Vault Suite automates your DMs, SMS, and emails so every new lead, form fill, and missed call gets a reply—even when you’re busy.

“Tell me what to post & send.”

Monthly content kits, scripts, and prompts remove the guesswork so showing up online feels simple—not like a second full-time job.

Metrics our members care about: leads captured • appointments booked • automations running on autopilot.

FAQ

Answers before you join The Vault.

If you don’t see your question here, reach out and we’ll help you decide if The Vault Suite is a fit.

What exactly is The Vault?

The Vault Suite is a done-with-you growth system that combines a powerful CRM, automations, booking, funnels, and monthly content kits. Instead of stitching together a bunch of tools and guessing what to send, you get one place to capture leads, follow up, and stay consistently visible.

Is this a CRM or a membership?

Both. You get the underlying CRM and automation platform (The Vault Suite) plus an ongoing membership that delivers fresh, industry-focused content, scripts, and strategy every month.

Do I need GoHighLevel already?

No. The Vault Suite includes the CRM and automation tools you need. If you’re already using GoHighLevel, we’ll help you migrate key pieces or integrate where it makes sense.

How do I access my monthly content?

Each month you’ll get a new content drop inside your member area, plus instructions on how to plug it into your funnels, emails, and social. You’ll also receive notifications so you never miss a release.

What counts as a “custom graphic design request” in Premium?

A design request can be social graphics, promo images, simple funnel headers, or similar assets. We’ll provide guidelines and examples so you always know what’s included and how to submit requests.

What’s included in VA support?

VA hours can be used for tasks like setting up campaigns, loading content, building simple funnels, organizing contacts, and other implementation items inside The Vault Suite. Strategy and copy decisions stay with you—we help you execute.

What’s the difference between Premium and Elite?

Premium gives you design requests and VA hours to help implement the system and content. Elite adds more VA time, more custom graphics, and deeper custom builds so you can launch campaigns and assets significantly faster.

Can I switch plans later?

Yes. You can upgrade or downgrade between plans. Upgrades usually take effect immediately; downgrades will be scheduled for the end of your current billing period.

Do you offer refunds?

Because The Vault Suite includes immediate access to digital tools, templates, and content, we typically do not offer refunds. If you believe there’s been an error or you’re not getting value, contact us and we’ll review on a case‑by‑case basis.

Ready to stop winging it and start running it?

Capture leads • Automate follow-up • Stay consistent every month with a clear plan and the tools to execute it.

Questions? Contact us at [email protected]

The Vault Suite

The all‑in‑one system and content engine for capturing leads, following up automatically, and staying consistently visible.

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