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Scale · Established businesses with operational bottlenecks

An AI-powered operation that handles calls, clients and reporting

Everything in Grow, plus an AI voice agent or receptionist, a custom dashboard or client portal, and an ongoing senior team for improvements and support.

Investment

$9,500

one-time, from

Typical timeline: 8–12 weeks

  • Every call answered
  • Clients updated without chasing
  • Real-time visibility for owners

What's included

Inside the Scale package

Includes everything in Grow, plus:

Best for

  • Multi-location businesses
  • Contractors and field teams
  • Growing clinics and firms
  • AI voice agent or AI receptionist
  • Custom dashboard or branded client portal
  • Workflow automation across your tools (n8n)
  • API integrations with your core systems
  • Quarterly roadmap and strategy sessions
  • Ongoing support and improvement retainer

How it works

From kickoff to results

  1. Week 0

    01

    Discovery

    A focused call and workshop to understand your goals, users, numbers and constraints.

  2. Within days

    02

    Proposal & fixed scope

    A written scope, timeline, milestones and price. No surprises and no vague estimates.

  3. Sprints

    03

    Design & build

    Weekly demos on a live staging link, a shared board and async updates in your time zone.

  4. Go-live

    04

    Launch & handover

    Testing, launch, training and full handover of code, accounts and documentation.

  5. Ongoing

    05

    Support & growth

    Monitoring, improvements and a roadmap so results keep compounding after launch.

FAQ

Scale questions

Is the retainer required?

It is recommended so the AI and automations keep improving, but you can choose the level of ongoing support.

Can we choose between a voice agent and a portal?

Yes. Scale is tailored in discovery. Some clients need both, others put more budget into one.

How do you measure success?

We agree targets up front, such as answered calls, response time and hours saved, and report on them monthly.

Start with Scale

Book a 30-minute strategy call. You will speak with a senior strategist, leave with a clear plan, and receive a written, fixed-scope proposal afterwards.

  • 30-minute call with a senior strategist, not a salesperson
  • Prefer email? Write to info@kokatta.com. We reply within 24 hours.
  • Prefer writing? Send a project brief
  • Taking on new projects for the coming quarter