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Planner AgentChecks your idea against the Workshop, then bids it

Hi, I'm the Planner Agent. Tell me what you want built, in your own words. I'll check it against the Workshop and come back with a price in Bytes and a timeline.

Planner Agent

Describe it. We price it against the Workshop.

Type anything you want built into the planner below. It gets checked against the Workshop, the library of systems we have already specced and priced, and you get a bid with a number and a date on it. Not a discovery call, not a proposal in a fortnight.

Not sure what to ask for?Browse 97 systems below.
Want us to find it?We’ll assess your business.

The Workshop · included with every membership

Pick your systems. Watch the revenue stack up.

Queue anything below. We build it one at a time, in your order.

See an example

Added revenue, month by month

Everything live by month 4 on Breakaway.

A full year, once it is all running

+$148K

0$3K$7K$10K$14KSpeed-to-lead, instant AI intake — live month 1, $4K a monthIntake to e-sign retainer — live month 2, $3K a monthReview generation and AI response — live month 2, $2K a monthLocal SEO, GBP, LSA and PPC — live month 3, $2K a monthLead qualification and case scoring — live month 4, $2K a monthall livenowm1m2m3m4m5m6m7m8
  • Speed-to-lead, instant AI intakem1
  • Intake to e-sign retainerm2
  • Review generation and AI responsem2
  • Local SEO, GBP, LSA and PPCm3
  • Lead qualification and case scoringm4

Build order is the order of your queue, one at a time, limited by whichever binds first: the published timeline or the Bytes your plan provides each month. Each system then climbs to its full effect over about 2 months rather than arriving at it on day one, which is an assumption rather than a measurement. Build costs are an order of magnitude, not a quote, and the annual figures are from the assessment, which describes a representative business rather than yours. A projection, not a forecast.

97 systems, ready to queue

Not here? Describe it to the Planner Agent above.

Top picks for law firms

12
+$48K/yr

Speed-to-lead, instant AI intake

Reply inside five minutes, around the clock. 78% hire the first attorney to respond

50 Bytes1–2 wks
Built+$20K/yr

Email marketing setup and campaigns

Lists, templates and automations set up properly once, then campaigns that go out on a schedule instead of when somebody remembers.

≈ 5 new customers/yr (est.)

50 Bytes1–2 wks
+$30K/yr

Intake to e-sign retainer

Retainer and e-sign fire immediately, less signed-case leakage

80 Bytes2–3 wks
+$18K/yr

Review generation and AI response

Auto-ask at resolution, AI responses, more reviews, more leads

50 Bytes1–2 wks
Built+$16K/yr

SMS marketing campaigns

Consent-based text campaigns for offers, reminders and win-backs, segmented from the customer data you already hold.

≈ 4 new customers/yr (est.)

50 Bytes1–2 wks
Built+$16K/yr

Campaign landing pages

A page per campaign, built to convert and tracked end to end, so you can see which offer actually brought people in.

≈ 4 new customers/yr (est.)

50 Bytes1–2 wks
Built+$32K/yr

Local SEO and Google Business Profile

Found first in local search and in AI answers: profile optimisation, local pages and the technical fixes search engines reward.

≈ 8 new customers/yr (est.)

110 Bytes3–4 wks
Built+$24K/yr

Email, calls and SMS in one engagement hub

Every customer conversation in one place, with outreach journeys you design and live numbers on how each one is performing.

≈ 4 hrs/wk saved · ≈ 4 new customers/yr (est.)

90 Bytes2–4 wks
+$28K/yr

Local SEO, GBP, LSA and PPC

Managed bids and GBP tuning, lower cost per signed case

110 Bytes3–4 wks
Built+$20K/yr

RingCentral phone system inside Salesforce

Click to call from any record, the caller's history on screen before you answer, calls logged automatically, and call metrics as ordinary Salesforce reports.

≈ 6 hrs/wk saved · ≈ 2 new customers/yr (est.)

80 Bytes2–3 wks
Built+$12K/yr

CRM quickstart for small teams

For a business moving off spreadsheets and inboxes: contacts, deals and a pipeline in one place, configured in days rather than a quarter.

≈ 6 hrs/wk saved (est.)

50 Bytes1–2 wks
Built+$12K/yr

Analytics and conversion tracking

Tag Manager, analytics and conversion events set up so every form, call and purchase is counted against the campaign that caused it.

≈ 3 new customers/yr (est.)

50 Bytes1–2 wks

Find customers

11
Built+$20K/yr

Email marketing setup and campaigns

Lists, templates and automations set up properly once, then campaigns that go out on a schedule instead of when somebody remembers.

≈ 5 new customers/yr (est.)

50 Bytes1–2 wks
+$18K/yr

Review generation and AI response

Auto-ask at resolution, AI responses, more reviews, more leads

50 Bytes1–2 wks
Built+$16K/yr

SMS marketing campaigns

Consent-based text campaigns for offers, reminders and win-backs, segmented from the customer data you already hold.

≈ 4 new customers/yr (est.)

50 Bytes1–2 wks
Built+$16K/yr

Campaign landing pages

A page per campaign, built to convert and tracked end to end, so you can see which offer actually brought people in.

≈ 4 new customers/yr (est.)

50 Bytes1–2 wks
Built+$32K/yr

Local SEO and Google Business Profile

Found first in local search and in AI answers: profile optimisation, local pages and the technical fixes search engines reward.

≈ 8 new customers/yr (est.)

110 Bytes3–4 wks
Built+$24K/yr

Email, calls and SMS in one engagement hub

Every customer conversation in one place, with outreach journeys you design and live numbers on how each one is performing.

≈ 4 hrs/wk saved · ≈ 4 new customers/yr (est.)

90 Bytes2–4 wks
+$28K/yr

Local SEO, GBP, LSA and PPC

Managed bids and GBP tuning, lower cost per signed case

110 Bytes3–4 wks
Built+$16K/yr

B2B prospecting and outbound on Apollo

Target lists drawn from a database of hundreds of millions of contacts, buying signals, and sequences that run themselves, wired into your CRM.

≈ 4 new customers/yr (est.)

80 Bytes2–3 wks
Built+$12K/yr

Social media and LinkedIn campaigns

Organic and paid social planned as campaigns with a goal, including B2B LinkedIn outreach aimed at the people who sign.

≈ 3 new customers/yr (est.)

80 Bytes2–3 wks
Built+$20K/yr

Website design and build

A fast, secure site on scalable hosting, static or dynamic, with a blog and payments when you need them.

≈ 5 new customers/yr (est.)

150 Bytes4–6 wks
Built+$8K/yr

Brand identity and messaging

The logo, the look and the few sentences that make you the obvious choice, applied consistently everywhere a customer meets you.

≈ 2 new customers/yr (est.)

90 Bytes2–4 wks

Win the work

7
+$48K/yr

Speed-to-lead, instant AI intake

Reply inside five minutes, around the clock. 78% hire the first attorney to respond

50 Bytes1–2 wks
+$30K/yr

Intake to e-sign retainer

Retainer and e-sign fire immediately, less signed-case leakage

80 Bytes2–3 wks
Built+$20K/yr

RingCentral phone system inside Salesforce

Click to call from any record, the caller's history on screen before you answer, calls logged automatically, and call metrics as ordinary Salesforce reports.

≈ 6 hrs/wk saved · ≈ 2 new customers/yr (est.)

80 Bytes2–3 wks
+$24K/yr

Lead qualification and case scoring

Merit, liability and value scored, hot cases routed to attorneys first

110 Bytes3–4 wks
+$42K/yr

Client records retrieval and case summaries

Auto-request and track, AI summaries, faster settlements

270 Bytes8–10 wks
+$40K/yr

Demand letter and document drafting

Drafted from the case file in hours rather than days

300 Bytes8–12 wks
+$20K/yr

Discovery and deposition analysis

Extraction and summaries, faster prep

270 Bytes8–10 wks

Run the work

3
Built+$24K/yr

Custom Salesforce apps and automation

When configuration runs out: custom objects, flows, web and mobile apps built on the platform you already pay for.

≈ 12 hrs/wk saved (est.)

180 Bytes4–8 wks
Built+$6K/yr

Google Workspace setup and migration

Business email, calendars, drive and permissions set up on your domain, with the old mailboxes and files moved across.

≈ 3 hrs/wk saved (est.)

50 Bytes1–2 wks
+$14K/yr

Injury client check-ins and alerts

Automated check-ins and alerts, stronger demands

170 Bytes5–6 wks

Get paid

4
Built+$16K/yr

Accounting and ERP integration

Your CRM wired to QuickBooks, the ERP, calendar and email, so a closed deal becomes an invoice and the numbers agree everywhere.

≈ 8 hrs/wk saved (est.)

110 Bytes3–4 wks
+$15K/yr

Deadline, SOL and docket guardrails

AI docket with statute-of-limitations guardrails

110 Bytes3–4 wks
Built+$16K/yr

Lead-to-cash automation

From first inquiry to paid invoice without retyping: quotes, orders and invoices generated from the deal and tracked to payment.

≈ 8 hrs/wk saved (est.)

120 Bytes3–5 wks
+$15K/yr

Disbursement and lien tracking

Automated calculation and tracking, faster cash

170 Bytes5–6 wks

Keep and grow

7
Built+$12K/yr

CRM quickstart for small teams

For a business moving off spreadsheets and inboxes: contacts, deals and a pipeline in one place, configured in days rather than a quarter.

≈ 6 hrs/wk saved (est.)

50 Bytes1–2 wks
Built+$12K/yr

Analytics and conversion tracking

Tag Manager, analytics and conversion events set up so every form, call and purchase is counted against the campaign that caused it.

≈ 3 new customers/yr (est.)

50 Bytes1–2 wks
Built+$10K/yr

On-demand CRM admin and support

The fields, reports, users and broken automations that pile up after go-live, handled by somebody who picks up the phone.

≈ 5 hrs/wk saved (est.)

50 Bytes1–2 wks
+$14K/yr

Referral and past-client nurture

Timed referral asks and life-event nurture

80 Bytes2–3 wks
+$18K/yr

Case-status update automation

Proactive status updates and FAQ deflection

110 Bytes3–4 wks
Built+$20K/yr

Salesforce implementation and training

Salesforce set up around how your team already sells: pipeline stages, page layouts, permissions, validation, reports and dashboards, then training so it actually gets used.

≈ 10 hrs/wk saved (est.)

150 Bytes4–6 wks
Built+$8K/yr

CRM migration into Salesforce

Move customers, deals and history out of the old system without losing the relationships between them, and switch over without a dark week.

≈ 4 hrs/wk saved (est.)

110 Bytes3–4 wks

Seven months in

Then you watch it arrive.

Every system you deploy shows what it has earned since it went live.

CRCalder & Roe Injury LawPlaintiff PI · 3 attorneys · member since February

Extra revenue earned so far

$32K

Predicted, once all 7 are running

$230Ka year

3 of 7 live · 14% of the annual run rate captured so far

Live

Speed-to-lead, instant AI intake

Deployed 12 March

$20Kof $48K/yr

Live

Local SEO, GBP, LSA and PPC

Deployed 24 April

$8Kof $28K/yr

Live

Review generation and AI response

Deployed 19 May

$4Kof $18K/yr

In progress

Intake to e-sign retainer

In build, due this month

$30K/yr projected

In queue

Lead qualification and case scoring

Next up

$24K/yr projected

In queue

Client records retrieval and case summaries

In the queue

$42K/yr projected

In queue

Demand letter and document drafting

In the queue

$40K/yr projected

+ Add anything from the Workshop · reorder the queue any month

An illustration. Calder & Roe is not a real firm. Earnings to date are modelled on the same ramp as the chart above, not measured.