YOUR INTELLIGENCE MACHINE for Service-Based Entrepreneurs
Your plan. Your team. Your voice. Your system. Updated automatically every 120 days.
THE PROBLEM
Your team spends hours on tasks that should take minutes.
Writing follow-ups. Handling objections. Answering the same questions. Creating content. When they do these tasks, they don’t sound like you. They’re guessing. Or they’re interrupting you to ask.
THE SOLUTION
Your Intelligence Machine gives you what most businesses never build: a complete system your team uses every day that sounds like you and gets smarter over time.
We extract everything that makes your business unique and turn it into 50+ AI Specialists your team uses daily. They work faster. They automatically sound like you. They never call in sick. Never quit. Never give you drama.
You also get a 12-month playbook with probability percentages so you know your odds before you commit. Updated every 120 days.
Plus mastermind access with Dr. Dustin Burleson and Jimmy Nicholas. Monthly calls. Monthly office hours. A community of business owners on the same journey.
Built in weeks. Yours forever.
THIS IS HOW IT CAN TYPICALLY PLAY OUT
Marcus, Personal Injury Attorney
Case Volume Up 52%, Hired Two Associates
Solo practice for eight years. Referrals kept him busy. Growth had plateaued.
His intake coordinator was good. She wasn’t him. Potential clients called scared, confused, unsure if they even had a case. She explained the process. She didn’t address the fear.
Month 2: Intake conversion improved from 41% to 58%.
Month 6: Hired first associate. Had enough cases to keep both busy.
Month 12: Case volume up 52%. Hired second associate. Working fewer hours than when he was solo.
Rachel, Insurance Agency Owner
Opened Second Location
Twelve years building her agency. Seven team members. Solid book of business.
Every decision still flowed through her. Her producers couldn’t explain coverage options the way she would. Her service team couldn’t handle objections without checking with her first.
Month 3: Producers started closing without her involvement. Close rate held steady.
Month 7: Service team handled 89% of client questions without escalation. Up from 54%.
Month 11: Opened second location. Onboarding took 4 weeks instead of 4 months.
James, Mortgage Broker
34% More Loans With Same Team
Good reputation. Steady business. Three loan officers.
His loan officers were order takers. They answered questions. They didn’t overcome hesitation. Potential borrowers shopped around and often chose someone else.
Month 2: Follow-up sequences addressed common concerns before the borrower asked.
Month 5: Application-to-close ratio improved from 61% to 78%.
Month 10: 34% more loans closed with the same team. No additional marketing spend.
Sandra, CPA Firm Owner
First Tax Season Without Working Weekends
Twenty-two years in practice. Tax season meant 70-hour weeks. Every year. No exceptions.
Her team was capable. They still needed her for every complex question. Every client call. Every unusual situation.
Month 2: Created response templates for the 47 most common client questions. Team handled them without her.
Month 5: Junior CPAs used the Brain Team to draft client communications. She reviewed instead of wrote.
Month 9 (tax season): First tax season in 22 years without working weekends. Revenue was up 12%.
Derek, HVAC Company Owner
From $2.1M to $2.9M Revenue
Family business. Third generation. $2.1M revenue. Six trucks.
His service techs were great at fixing problems. They weren’t great at explaining options to homeowners. Upsells happened accidentally, not systematically.
Month 2: Techs started using the Brain Team to explain repair vs. replace options. Average ticket increased 23%.
Month 6: Booking team used scripts from the Centralized Brain. Callback rate dropped from 34% to 12%.
Month 12: Revenue hit $2.9M. Same six trucks. Same team. Better systems.
what you get
01
YOUR CENTRALIZED BRAIN — $25,000 Value
One source of truth your entire team operates from.
We extract your voice, your patients’ words, your team’s knowledge, your mission. Everyone finally gets it. Everyone stays aligned.
We do 97% of the work. Your input is simple and can be done on your own schedule.
02
YOUR BRAIN TEAM (50+ AI Specialists) — $14,000 Value
Interactive assistants your team uses every day.
Like Review Response Rita, who writes HIPAA-compliant review responses in YOUR voice. Instantly. Or Objection Ace Owen, who helps your treatment coordinators handle any concern.
They work faster. They automatically sound like you. They never call in sick. Never quit. Never give you drama.
03
YOUR 12-MONTH PLAYBOOK — $10,000 Value
A strategic roadmap with probability percentages.
Know your odds before you commit. See exactly what to adjust to improve them. Includes prioritization framework, KPI dashboard, meeting cadence recommendations.
Updated every 120 days.
04
120-DAY BRAIN TUNE-UPS — $2,000/yr Value
Your Intelligence Machine gets smarter every planning cycle.
New intelligence added. Performance reviewed. Brain Team refined. Playbook adjusted.
Your business evolves. Your Intelligence Machine evolves with it.
05
STORY CAPTURE & INTELLIGENCE PIPELINE — $6,100 Value
Testimonials capture themselves.
Custom branded testimonial page. Video capture. Transcripts fed directly into your Centralized Brain. HIPAA compliant. Videos ready for YouTube, social, website.
Your intelligence stays current automatically.
06
WEALTHY COLLECTIVE — $3,000/yr Value
Monthly calls with Dr. Dustin Burleson and Jimmy Nicholas.
Monthly office hours with Jimmy. Monthly special training. Community access with other practice owners on the same journey. Members-only vault with every training, every replay, every resource.
Jimmy’s consulting rate is $1,246.25/hour. Dr. Burleson’s is even higher. You get both included.
07
ONGOING INTELLIGENCE — $200/yr Value
Wealthy Forecast (Monthly Digital). Wealthy Report (Annual Print + 2 Issues).
You’ll never be caught off guard.
07
LICENSE — Included
Full access for you and your entire team. Up to 25 users included.
07
FOUNDING MEMBER BONUS
MOMENTUM KICKSTART — $2,750 Value
6-week group implementation with Jimmy. Live weekly sessions. 10 copies of “Momentum Produces Wealth” for your leadership team. 10 course licenses. Unlimited retakes forever.
MOMENTUM REPORT — $150/yr Value
Annual Print + 2 Issues. Deep strategic insights on implementing the Momentum Alignment System, mailed directly to you.
MOMENTUM BULLETIN — $50/yr Value
Monthly Digital. What’s working now. Quick wins. Implementation tips.
TOTAL YEAR ONE VALUE | $66,150 |
YOUR INVESTMENT | $10,500 |
YOU SAVE | $55,650 |
Year 2+ Renewal (Founding Members): $5,000/year (Standard rate will be $12,800/year)
WHY THIS PRICE WON'T LAST
This is a $25,000 product minimum. We’re keeping it at $10,500 because we want case studies. We want to prove what this does for practices like yours. We want your success story.
The price will go up. We don’t honor old pricing. We don’t negotiate. If the website says $25,000 when you come back, that’s the price.
THE ROI MATH
Time savings: If your Intelligence Machine saves your team just 10 hours per week, that’s 520 hours per year. At $50/hour, that’s $26,000 in recovered time. You haven’t even counted the revenue from better conversions, better retention, better decisions.
New patients: 1-2 new patients usually covers the entire yearly investment. Look at lifetime value. The ROI is usually off the charts.
Bad decisions avoided: Avoid ONE bad hire or ONE failed marketing campaign and it pays for itself.
THE INVESTMENT
$500 deposit to start. $10,000 charged 3 days later.
Submit your deposit. We start building immediately. You and your team answer questions through our portal on your schedule. Your Intelligence Machine will be ready in 4 to 6 weeks.
No upsells on the thank you page. No tricks. Just confirmation that we’re on it.
WHAT YOU NEED TO DO
Answer questions across several categories. About 2 to 4 hours total. Your team helps. We do everything else.
You don’t have to answer all at once. You can answer via writing, audio, or video through our secure portal. On your time.
THREE PATHS
01
Do Nothing
Keep guessing. Another quarter goes by without knowing your real odds or having a clear and objective plan.
02
Schedule a Clarity Call
Let’s talk. 20 minutes. No pressure. See if this is right for you.
03
Get Started Now
Submit your $500 deposit. In 3 weeks, you’ll know exactly where you stand and what to do about it.
100% MONEY-BACK GUARANTEE
At the end of your strategy call, if you don’t believe your Intelligence Brief and 90-Day Roadmap were worth the investment, request a refund. You’ll get 100% of your money back.
You keep the report. You forfeit the 2 roadmap updates and access to your Strategic Intelligence Assistant.
We take the risk.
NOT READY FOR THE FULL SYSTEM?
Start with the Intelligence Brief. Strategic report, 90-day roadmap, and one AI assistant for $4,000. If you want the full system later, you get $2,500 credit toward the Machine.