AI Employee Setup Package
Industry
For financial advisors

Meet Emily.
Your client intake desk.

A single new client can mean decades of advisory fees, and prospects reach out when the market scares them, not during office hours. Emily responds instantly, gathers goals and context, books the intro call, and nurtures every prospect until they’re ready.

Learn more
She lives on the channels your customers already use
iMessage WhatsApp SMS / Text Email Whatever you need
Iconic Web
Emily — AI employee
Emily
AI Customer Agent
Online now
EMP-001 · REPLIES IN SECONDS
What Emily does

One hire, six jobs

Responds to every prospect in seconds

Gathers goals, timeline & account context

Books intro calls on your calendar

Nurtures not-yet-ready prospects for months

Handles scheduling for reviews & check-ins

Logs every contact to your CRM

These are just examples. Emily is custom-built around your business. If you can describe the job, she can be trained to do it.
The payroll math

One hire that covers four salaries

To match what Emily does, an advisory practice would staff four separate roles. Here's what that actually costs.

Client Service Associate

Fields every prospect & client request

$48K/yr
Scheduler

Books intros, reviews & check-ins

$40K/yr
Follow-Up Coordinator

Nurtures every not-yet-ready prospect

$40K/yr
After-Hours Answering

Covers evenings, weekends & holidays

$33K/yr
Annual cost, role by role
Client Service Associate$48,000
Scheduler$40,000
Follow-Up Coordinator$40,000
After-Hours Answering$33,000
Emily, all four roles$9,600/yr
Salaries: typical U.S. figures before ~25% payroll taxes & benefits. Emily: $800/mo, iMessage, SMS & Email sending fees included.
$201,000/yr
four salaries, with taxes & benefits (~25%)
→
$9,600/yr
Emily, doing all four jobs at once
=
95% less
and she never takes a day off
Why speed wins

Prospects reach out scared, answer while it matters

People look for an advisor when the market drops, when they inherit, when they retire. These are emotional moments that rarely happen during office hours. The advisor who responds while it’s raw earns the relationship.

Every prospect answered in seconds

Website, referrals, and seminar leads, any hour

Context gathered with care

Goals, timeline, and situation, no interrogation

Intro call on your calendar

You walk in knowing exactly who you’re meeting

Relative odds of qualifying a lead, by response time
21×
Seconds
(Emily)
9×
10 min
3×
30 min
2×
1 hour
1×
Next day
Responding within 5 minutes makes a lead ~21× more likely to qualify than at 30 minutes (Lead Response Management study, InsideSales.com).
After hours

9:02 PM. A 401(k) rollover reaches out.

A decades-long client relationship starts with tonight’s reply.

G
Greg T.
Website form · retirement planning
9:02 PM
I’m retiring in the spring and need help figuring out what to do with my 401(k). Do you handle that?9:02 PM
Congratulations on the upcoming retirement, Greg. And yes, that’s exactly what our advisors do. So we match you with the right person: is this mainly the 401(k), or a broader retirement picture (income, Social Security timing, the works)?9:02 PM · replied in 6 seconds
The whole picture honestly. 401k is about $380K9:05 PM
That’s the right way to think about it. I’ll set you up with a complimentary intro call. Wednesday 11:00 AM or Thursday 2:00 PM?9:05 PM
Wednesday 119:06 PM
Intro call booked, Wed 11:00 AM · retirement planning

Context logged · advisor briefed · CRM updated

Answered the night it mattered

When he was actually thinking about it

Context captured respectfully

Retirement date, scope, and priorities

Intro call scheduled

A prepared conversation, not a cold one

CRM updated

Source, notes, and follow-up cadence set

Beyond new leads

She runs the whole front office

Lead capture is the opening act. Emily also supports your existing customers, keeps operations moving, and grows revenue from the clients you already have.

Customer Support

  • Account & paperwork questions handled instantly
  • Meeting prep, agendas & documents gathered
  • Volatility reassurance, compliance-safe

Operations & Fulfillment

  • Annual-review scheduling, automatically
  • Onboarding document collection
  • RMD & contribution-deadline reminders

Upsells & Repeat Revenue

  • Surfaces held-away assets conversationally
  • Client-event & referral campaigns
  • Next-generation & beneficiary relationships
The process

Custom Launch in 2 Weeks or Less

From first interview to fully live in two weeks or less, no drawn-out onboarding, no waiting months to see her work.

Day 1

Company Interview

We sit down with your team and map every skill & task Emily needs.

Days 2–9

Buildout

Emily is built, trained on your business & wired into your tools.

Days 10–13

Hands-On Training

Final tuning with your team until every answer sounds right.

Day 14

Emily Goes Live

She starts working your leads & customers. Very simple.

What's included

Everything to hire her, nothing hidden

Initial Setup
  • In-depth interview & task mapping with your team
  • Trained on your services & compliance-approved language
  • Prospect nurture cadences you approve
  • Review & check-in scheduling for existing clients
  • Complete Emily build, including her voice, skills & knowledge, trained on your business
  • Calendar & appointment booking configured
  • Salesforce / CRM integration & lead logging
  • Channel setup for iMessage, WhatsApp, SMS, and Email
  • Testing, hands-on training & tuning with your team
  • Launch day support until she's flying solo
Ongoing
  • Emily continuously learns your business as she works
  • Train or update her knowledge anytime, just send a quick text
  • Full monitoring of every action she takes
  • All AI usage included at the volumes below
  • iMessage, SMS & Email sending fees included
  • Hosting & round-the-clock system monitoring
  • 2 hours of support each month for tweaks, updates & new answers
  • Capacity upgrades available anytime
  • Cancel anytime
Built for real volume
~1,000
customer conversations handled per week
250/day
inbound customers at peak periods
Seconds
to first response, every customer, every time
24/7/365
nights, weekends & holidays included

Need more? Double every number above for +$100/mo · Triple them for +$200/mo

The math

Emily vs. a traditional hire

Save ~$215,000 in year one
vs. staffing true 24/7 coverage with 4+ rotating hires (~$236K/yr). Emily includes it.
·
Traditional Hire
Emily
Hours on the job
40 hrs/week
2,080 hrs a year
24/7/365
8,760 hrs a year, 4× the coverage
Manpower
1 person
one conversation at a time
5+ people at once
every customer helped instantly, no hold, no queue
Yearly Cost Per Employee
~$56,000
40 hours a week
~$10K
168 hours a week
True 24/7 coverage
~$236,000/yr
3 shifts a day, but covering all 168 hrs/week takes 4+ rotating staff
Included
nights, weekends & holidays
Cost per hour covered
~$27/hour
while on the clock
~$1/hour
$9.6K/yr ÷ 8,760 hrs around the clock
Sick days & turnover
Inevitable
PTO, rehiring, retraining
Never
she doesn't call in sick
Employee figures based on a $45,000 salary plus ~25% payroll taxes & benefits. Emily year one = $12,000 setup + $800/mo (iMessage, SMS & Email sending fees included); following years exclude setup.
Pricing
$4,000 ×3milestone payments as Emily is built (at signing, mid-build & before launch)
$800/moonce she’s live (cancel anytime)

$12,000 one-time build, split across three milestones. Monthly includes iMessage, SMS & Email sending fees, with no separate delivery bill.

Ready to put Emily to work?

One responsive first touch can be worth decades of fees.
+1 717-435-2021
kody@iconicwebhq.com
Know someone who could use Emily?
Refer them to us and get $1,000 in free work when they sign up, or 2 months of Emily free for you ($1,600 value).