Timmy AI CRM

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What’s included in Gold

This is the full list of what you get inside the Gold plan. (Anything not listed below is

not included.)

Contacts + Client Records

Keep every lead, parent, and student record organized — so nothing gets lost in texts or spreadsheets.

Unlimited contacts
Custom fields, tags, notes
Smart lists + segmentation
Parent/student history tracking

Unified Conversations Inbox

Manage texts + emails in one place so you can respond faster and look more professional.

Two-way SMS + email
Missed-call text back
Conversation history saved
Mobile app access

Calendars + Scheduling

Let leads book without back-and-forth, and automate reminders so no-shows drop.

Appointment scheduling
Confirmation + reminder automations
Reschedule/cancel links
Calendar syncing (Google/Outlook)

Pipelines + Lead Tracking

Stop guessing where leads went — track every stage from “New Lead” to “Enrolled”.

Sales pipeline stages
Drag-and-drop lead movement
Enrollment tracking
Student status tracking

Payments + Invoices

Collect payments with less chasing, fewer awkward texts, and cleaner records.

Stripe integration
Invoices + payment links
Order forms
Receipts + payment tracking

Marketing Tools (DIY)

Launch campaigns when you want — without jumping between tools.

Email campaigns + newsletters
SMS campaigns
Templates included
Basic automations + broadcasts

Forms + Funnels

Capture leads and registrations with clean, modern forms and landing pages.

Inquiry + evaluation forms
Registration forms
Landing page builder
Program info pages

Reporting

See what’s working so you can make better decisions, faster.

Pipeline reporting
Email/SMS reporting
Appointment reporting

What’s NOT included in Gold

Gold gives you the system — but it’s still self-directed. These features are available in

higher plans.

No Dedicated Virtual Assistant

You will not have a Timmy VA building, updating, or managing the system for you.

No contact list upload done-for-you
No funnels built for you
No campaigns sent for you
No ongoing CRM cleanup

No AI Employee

Gold does not include AI handling calls, texts, webchat, reviews, or content creation

No AI phone/text/chat agent
No AI follow-ups
No AI review replies
No human monitoring of AI

Upgrade options

If you want less admin on your plate, upgrade anytime. Here’s what unlocks at the next levels.

Gold

Self-directed CRM

$100/mo

Full CRM suite
Funnels + forms
SMS + email tools
Pipelines + reporting

Your Current Plan

Platinum

CRM + Dedicated VA

$300/mo

Everything in Gold
VA builds + manages CRM
Funnels + campaigns done-for-you
Contact uploads + segments

Your Current Plan

Diamond

AI Employee + VA

$700/mo

Everything in Platinum
AI handles repetitive inquiries
Human monitoring + tuning
AI follow-up + reviews

Your Current Plan

Vibranium

Full back-office support

$1,300/mo

Everything in Diamond
40 EA flex hours/month
Handles client comms + ops
High-touch support

Your Current Plan

Plan roadmaps (what happens + when results show)

Sports directors care about outcomes. Here’s what getting started looks like by plan — and what you typically start seeing at each step.

Gold roadmap

For directors who want to move fast with guided setup and then run it themselves.

Day 1–2

Launch basics

We help get the core foundation in place so you’re not starting from zero.

Result: cleaner inbox + less chaos

Week 1

Pipeline + stages

Organize leads so you can see who needs attention and who is ready.

Result: fewer leads slipping through

Week 1–2

Basic follow-up

Simple workflows/templates so response time improves without extra effort.

Result: more booked calls

Week 2+

Optimize as you go

You run it day-to-day and keep improving based on what you learn.

Result: steady compounding improvements

Platinum roadmap

For busy directors who want done-for-you setup and ongoing VA support.

Day 1

Quick intake + goals

We map your bottleneck: lead flow, follow-up, parent messages, or organization.

Result: clarity on what to fix first

Week 1

Done-for-you build

VA organizes funnels, pipelines, templates, and the basics so it’s usable immediately.

Result: smoother follow-up + less stress

Week 2

Follow-up system goes live

Workflows start running so leads get responses even during training hours.

Result: fewer cold leads + more booked calls

Ongoing

Monthly improvements

We maintain and improve so

it doesn’t fall apart after week

two.

Result: consistent enrollment momentum

Diamond roadmap

For directors who want faster response, AI assistance, and human monitoring.

Day 1-3

System + guardrails

We set foundations, workflows, and rules so AI stays on

track.

Result: smoother, safer automation

Week 1

AI starts assisting

AI supports common questions and routing so response time improves.

Result: faster replies → less ghosting

Week 2

Human monitoring

Humans oversee, adjust, and keep conversations aligned with your process.

Result: fewer mistakes + better conversions

Ongoing

Optimization

Improve scripts, workflows, and response patterns as volume grows.

Result: compounding lead handling efficiency

Vibranium roadmap

For directors who want the highest relief: “take it off my plate” VA/EA support.

Day 1-3

Director-level intake

We map your operations and communication flow to remove bottlenecks.

Result: immediate clarity + calmer workload

Week 1

Full build + organization

We build and organize the

full system and keep it

clean.

Result: less admin + better lead control

Week 2

Consistency + oversight

System runs reliably, improvements happen weekly, not “when you have time.”

Result: consistent follow-up + stronger conversions

Ongoing

Strategic growth support

Continued improvements as your academy grows in volume and complexity.

Result: highest time savings + most stability

AI Employee (optional, results-driven)

AI is most valuable when it reduces response lag and keeps follow-up consistent. It’s

designed to assist — and escalate to humans when needed.

If response time slips, enrollments slip.

AI supports common questions and next-step guidance so leads get help quickly. When something is complex, it routes to a human.

Guides to next steps

Keeps leads moving toward booking or follow-up.

Result: fewer stalled conversations

Guides to next steps

Keeps leads moving toward booking or follow-up.

Result: fewer stalled conversations

Escalation & guardrails

Routes complex items to humans when needed.

Result: safer automation

Want to confirm Gold is the right fit?

Book a quick demo — we’ll show you the CRM and how directors use it to reduce admin chaos.

Schedule a Demo

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