KYC Strategies
AI Automation & Lead Generation To Grow Your Small Business
Know Your Customer, Generate More Revenue
SEO & Digital Marketing meets Sales & AI:
Strategies for more customers and more revenue
We leverage AI to target and deliver high-quality leads
KYC Strategies creates a custom Large Language Model (LLM) environment using AI for every small business or startup that we work with, ensuring that all SEO, digital marketing, and sales strategies are highly targeted and relevant to your customers who are most likely to convert into revenue
Every Customer Is Unique
Our prompt engineering and AI systems produce unique copy and content tailored to your Ideal Customer Profile (ICP). We strive to deeply connect you with your customers by creating content that has the human touch, not through generic AI content.
When you truly know your customer, your SEO, marketing, and sales strategies become more effective. Our unique approach aims to help you generate high-quality leads and accelerate growth for your small business or startup at affordable prices.
- 20,000+ Hours generating leads
- SEO, Marketing, and Sales Consulting
- Work directly with our founder
- Monthly data & reporting
- Continuous A/B testing
- Latest AI workflows and technology
Lead Gen Experience
Starting packages
Support
Lead time
KYC Strategies Solutions
Not every business has the same needs when it comes to generating leads and growing revenue. Some businesses need to focus completely on direct outreach (like cold calling or cold emailing), some need to focus strictly on demand generation (like SEO or social media), and some need a mix of both. Determining this balance sets your business up for both short-term and long-term success, which differs depending on the type of business you’re running and the markets you’re serving. Our service offerings and approach are designed to meet you and your business exactly where these needs are, regardless of what stage of growth you’re at on your business journey.
KYC STRATEGIES VALUE:
DO YOU TRULY KNOW YOUR CUSTOMER?
How is KYC Strategies different than any other agency you’ve worked with before?
KYC Strategies foundation is rooted in complex sales, computer science, and competitive intelligence. KYC or “Know Your Customer” means understanding your ICP or Ideal Client Profile at a very deep level. Who ARE your best customers? Some of our clients know the answer to this, some of them don’t. However, knowing this information is key to effectively growing and scaling your businesses revenue.
At KYC Strategies, we can analyze any existing data you’re already collecting and/or set up new methods of data collection while working together. We continually analyze your lead generation data to understand how it drives your company’s revenue. We go deep. What is the average age of your buyer? Which customers churn the fastest? Which customers are driving the most sustainable revenue?
We aim to improve your entire revenue cycle by targeting the right customers and buyers – at the right time.
Industries We Serve
KYC Strategies primarily serves local services businesses, and B2B startups under $10M in revenue.
Local Services
Dental
Chiropractic
Naturopathy
Law Firms
Home Services
Construction
B2B
Software
Professional
Agencies
Training
Finance
Industrial
Customer Testimonials
Here’s what our customers say about working with KYC Strategies
DC DACNBFounder
Aura FNC
Wink Law
SquareUp Exteriors
AR Appraisals
Get Started with KYC Strategies
Ready to generate more leads and revenue?
Schedule a free one-hour consultation!
What's it Like Working with KYC Strategies?
From the time you start paying KYC Strategies to the time you start seeing results, we follow a specific playbook that is proven to make our relationship and working together feel like a seamless process. Stakeholder alignment, expectations, and timelines are clear from the very beginning.
Weeks 1 - 2
Data Collection & Research
The first two weeks of our engagement are focused on gaining a deep understanding of your customers, your business model, your conversion process, how you’re collecting data, and your messaging & positioning. We need to understand WHO the right customers are, HOW we can best target them, and the best methods of tracking progress over time. During this period, we need your team to be hands-on, providing as much data and information as possible to KYC Strategies. This includes a total time investment of four working sessions that are 30 minutes each – a total of four hours across two weeks.
The first 2 weeks might include:
- Analyzing and defining your ICP
- Identifying branding guidelines
- Website and/or SEO audit
- Google Business Profile audit
- Social Media audit
- Paid Advertising (PPC) audit
- Case studies & Testimonials audit
- Review referral strategies
- Systems, Reporting, and Data audit
Weeks 3 - 4
Alignment & Setup
The third and fourth weeks of our engagement are focused on ensuring all of your stakeholders and team members are aligned on the approach and strategy that KYC Strategies is going to execute. We will align on the customers to target, the channels to reach them, and the type of content to engage them. During this period, we will set up tools and systems for executing these strategies and determine the structure of data collection to accurately monitor progress over time. We will define the exact activities between direct outreach and demand generation that will have the most impact on your business. This period includes a total time investment of four working sessions that are 30 minutes each – a total of four hours across two weeks.
Weeks 3 and 4 might include:
- Website sitemap strategy
- Keyword strategy
- SEO strategy
- Customer targeting
- Engagement strategy
- Content strategy & schedule
- Paid Advertising strategy
- Systems and tooling
- Build automated AI agents
- Define reporting & KPI metrics
Weeks 5 - 8
Execute Jobs-To-Be-Done
Weeks 5 through 8 of our engagement are focused on executing the approach and strategies that have been outlined and agreed upon. During this period, we will be engaging your customers, creating content for your targeted audience, and deploying your content through the most optimal channels to reach them. Direct outreach strategies will typically start generating leads during this time, whereas demand generation strategies might take longer. This period includes a total time investment of four review sessions that are 60 minutes each – a total of four hours across four weeks. Your team’s time commitment decreases as we take the lead on execution, allowing you to focus on your core business while we drive results.
Weeks 5, 6, 7, and 8 might include:
- Launch targeted campaigns
- Create and publish SEO content
- Backlink building
- Optimize local business profiles
- Citations and directory listings
- Deploy paid advertising campaigns
- Post social media content
- Monitor AI agent performance
- Generate and nurture leads
- Weekly performance reviews
- A/B testing
Weeks 9 - 12
Learning Feedback Loop
Weeks 9 through 12 are focused on learning and data analysis from the strategies we’re executing. During this period, we will start to understand what is working best and either double down on these areas, reconfigure, or stay the course. By the end of week 12, your stakeholders and team will have a strong understanding of what it’s like to work with KYC Strategies and can determine whether it makes sense for us to keep moving forward together. This period includes a total time investment of three review sessions that are 30 minutes each, and one 60-minute review session at the end of week 12 – a total of two and a half hours across four weeks. While consistency over time always produces better results than a short-term mass quantity approach, we give our customers the option of a month-to-month contract after we’ve been working together for 12 weeks.
Weeks 9, 10, 11, and 12 might include:
- Analyze performance metrics
- Identify top-performing channels
- Refine targeting strategies
- Scale successful initiatives
- Optimize underperforming areas
- Compile results reporting
- Present ROI analysis
- Plan next quarter priorities
Weeks 13 - ?
Our Path Forward
If we decide to keep working together after week 12, we will maintain a balance of executing, learning, iterating, reporting, and perfecting your entire revenue engine by ensuring we are always targeting the right customers at the right time, regardless of what direction your business grows. New product offerings, new audience testing, refocusing our balance between direct outreach and demand generation, etc., are areas we’re always paying attention to. Our most successful customers are patient and work with us for years, not just months. Consistency > Quantity. Moving forward together, your total time investment includes five biweekly review sessions that are 30 minutes each, and one 90-minute review session at the end of each quarter – a total of four hours across twelve weeks.
Weeks 13 and beyond might include:
- Continuous improvement
- Test new channels and audiences
- Expand successful campaign types
- Refine revenue engine processes
- Develop new content pillars
- Build strategic partnerships
- Create predictable pipeline growth
- Quarterly strategy evolution
- Scale what works, cut what doesn’t
Pricing
KYC Strategies provides productized services offerings that are priced for any type of local services business or B2B startup under $10 Million in revenue – whether you’re brand new with limited funding, or trying to hit your next growth milestone, we’ve designed our pricing with affordability in mind. We want to maximize your Return On Investment (ROI) and your decision to work with us to be a no-brainer, regardless of the service offering(s) you choose.
SEO Pricing
SEO that drives revenue, not just rankings. We focus on capturing high-intent searches from your ideal customers, optimizing for the terms that actually convert into pipeline. Our approach combines technical excellence with strategic content that positions you where your buyers are searching.
Choose the depth of partnership you need. Whether you want us to handle everything from technical audits to semantic content creation or prefer a collaborative approach where we guide your team’s execution, we have packages designed to accelerate your organic growth and local search visibility for terms like “near me”.
Essentials
Startups & Small businesses-
$1000 Setup fee
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✓ 1 Focus Keyword
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✓ 5 Pages Optimized
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✓ Keyword Research
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✓ Technical SEO
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✓ Topical Authority
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✓ Content Writing
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✓ Reporting
Expand
Established businesses expanding-
$1250 Setup fee
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✓ 2 Focus Keywords
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✓ 11 Pages Optimized
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+ Everything from Essentials
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✓ Internal Link Building
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✓ 3 Citations
Scale
Businesses refining & scaling-
$1500 Setup fee
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✓ 5 Focus Keywords
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✓ 25 Pages Optimized
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+ Everything from Expand
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✓ Semantic SEO
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✓ Schema Markup
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✓ 5 Citations
Sales pricing
Outreach that opens doors, not burns bridges. We combine AI-powered targeting with human psychology to craft cold outreach that gets responses from the right people. Our approach identifies decision-makers who actually need your solution and reaches them with messages that resonate, not irritate.
Choose your level of sales acceleration. Whether you want us to run your entire outbound engine or equip your team with the tools and strategies to excel at cold outreach, we have packages designed to fill your pipeline with qualified conversations.
Cold Call Pricing
Essentials
Startups & Small businesses-
$500 Setup fee
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✓ 5 Hours Cold Calling
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✓ Data and List Building
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✓ Talk Tracks
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✓ Call Recordings
Expand
Established businesses expanding-
$750 Setup fee
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✓ 11 Hours Cold Calling
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✓ Data and List Building
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✓ Talk Tracks
-
✓ Call Recordings
Scale
Businesses refining & scaling-
$1000 Setup fee
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✓ 25 Hours Cold Calling
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✓ Data and List Building
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✓ Talk Tracks
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✓ Call Recordings
Scaled Cold Email Pricing
Essentials
Startups & Small businesses-
$500 Setup fee
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✓ 15,000 Emails per Month
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✓ Data and List Building
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✓ Email Templates
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✓ Spintax
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✓ Deliverability Reporting
Expand
Established businesses expanding-
$750 Setup fee
-
✓ 40,000 Emails per Month
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✓ Data and List Building
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✓ Email Templates
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✓ Spintax
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✓ Deliverability Reporting
Scale
Businesses refining & scaling-
$1000 Setup fee
-
✓ 100,000 Emails per month
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✓ Data and List Building
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✓ Email Templates
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✓ Spintax
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✓ Deliverability Reporting
Handwritten Cold Email Pricing
Essentials
Startups & Small businesses-
$500 Setup fee
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✓ 105 Emails per Month
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✓ 35 Contacts
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✓ 3 Persona types
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✓ Data and List Building
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✓ Email Templates
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✓ Personalization
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✓ Maximum deliverability
Expand
Established businesses expanding-
$750 Setup fee
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✓ 225 Emails per Month
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✓ 75 Contacts
-
✓ 5 Persona types
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✓ Data and List Building
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✓ Email Templates
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✓ Personalization
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✓ Maximum Deliverability
Scale
Businesses refining & scaling-
$1000 Setup fee
-
✓ 500 Emails per Month
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✓ 165 Contacts
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✓ 10 Persona Types
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✓ Data and List Building
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✓ Email Templates
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✓ Personalization
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✓ Maximum Deliverability
Paid Advertising (PPC) pricing
Paid campaigns that profit, not just perform. We build and optimize PPC strategies that find your ideal customers at the perfect moment, with messaging that converts clicks into customers. Our data-driven approach ensures every dollar spent drives toward revenue, not just vanity metrics.
Select the support level you need. Whether you want complete campaign management from strategy to optimization, or expert guidance to enhance your existing efforts, we have packages built to maximize your advertising ROI.
Google Ads (PPC)
Essentials
Startups & Small businesses-
$500 Setup fee
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✓ 2k-5k ad spend
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✓ Copywriting
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✓ Keyword research
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✓ Daily monitoring
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✓ Bidding optimization
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✓ ROAS Tracking
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✓ YouTube
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✓ Google shop products
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✓ App campaigns
Expand
Established businesses expanding-
$750 Setup fee
-
✓ 5k-12k ad spend
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✓ Copywriting
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✓ Keyword research
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✓ Daily monitoring
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✓ Bidding optimization
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✓ ROAS Tracking
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✓ YouTube
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✓ Google shop products
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✓ App campaigns
Scale
Businesses refining & scaling-
$1000 Setup fee
-
✓ 12k-25k ad spend
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✓ Copywriting
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✓ Keyword research
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✓ Daily monitoring
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✓ Bidding optimization
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✓ ROAS Tracking
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✓ YouTube
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✓ Google shop products
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✓ App campaigns
Social Media Ads
Essentials
Startups & Small businesses-
$500 Setup fee
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✓ 1 Social Media Platform
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✓ 1k-3k ad spend
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✓ 2 Campaigns
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✓ 6 Target audiences
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✓ 10 Ad variations
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✓ 3 Ad revisions
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✓ Daily monitoring
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✓ Bidding optimization
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✓ ROAS Tracking
Expand
Established businesses expanding-
$750 Setup fee
-
✓ 2 Social Media Platforms
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✓ 2k-5k ad spend
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✓ 4 Campaigns
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✓ 12 Target audiences
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✓ 25 Ad variations
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✓ 5 Ad revisions
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✓ Daily monitoring
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✓ Bidding optimization
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✓ ROAS Tracking
Scale
Businesses refining & scaling-
$1000 Setup fee
-
✓ 4 Social Media Platforms
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✓ 3k-10k ad spend
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✓ 8 Campaigns
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✓ 32 Target audiences
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✓ 50 Ad variations
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✓ 10 Ad revisions
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✓ Daily monitoring
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✓ Bidding optimization
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✓ ROAS Tracking
Digital Marketing pricing
Content that captures attention and converts followers into customers. We create strategic content that gets you discovered on the For You Page, builds authority in your niche, and nurtures audiences into buyers. Our approach balances what algorithms love with what your ideal customers actually want to see.
Pick the partnership that fits your goals. From full-service content creation and community management to strategic guidance for your in-house team, we offer flexible packages that turn your social presence into a revenue channel.
Essentials
Startups & Small businesses-
$1000 Setup fee
-
✓ Coming Soon
Expand
Established businesses expanding-
$1250 Setup fee
-
✓ Coming Soon
Scale
Businesses refining & scaling-
$1500 Setup fee
-
✓ Coming Soon
AI Automation & Agents
AI that works while you sleep, generating leads while you scale. We build intelligent automation systems and AI agents that handle repetitive tasks, create content, and grow your brand 24/7. Our solutions learn from every interaction, getting smarter and more effective over time.
Select the automation depth that transforms your business. From custom AI agents that handle complete workflows to targeted automation that eliminates your biggest bottlenecks, we offer packages designed to multiply your team’s output without multiplying headcount.
Essentials
Startups & Small businesses-
$1000 Setup fee
-
✓ Coming Soon
Expand
Established businesses expanding-
$1250 Setup fee
-
✓ Coming Soon
Scale
Businesses refining & scaling-
$1500 Setup fee
-
✓ Coming Soon
Website pricing
Websites engineered to convert, not just impress. We build WordPress sites that turn visitors into customers by combining strategic design with conversion optimization. Every element, from SEO-optimized sitemap architecture to user flow, is crafted to guide your ideal prospects toward taking action.
Choose the website solution for your stage. Whether you need a brand new build with ongoing optimization, a professional template customized to your brand, or a strategic refresh of your existing site, we have packages designed to make your website your hardest-working sales tool.
Template Website
Startups and Small Businesses-
✓ Industry-ready templates
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✓ Company branding
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✓ 10 Pages
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✓ SEO-ready sitemap
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✓ WordPress
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✓ Elementor Pro
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✓ Server setup
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✓ Google integrations
Custom Website
Businesses with more custom needs-
✓ Custom branding
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✓ Custom styling and design
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✓ Front & backend coding
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✓ Custom integrations
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✓ 15-20 pages
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✓ SEO-optimized Sitemap
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✓ Maintenance packages
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✓ Maximum Scalability
ICP Refinement Pricing
ICP Refinement is built into everything we do. We continuously analyze your customer data and refine targeting strategies at no extra cost—it’s included with all our services because hitting the right audience is fundamental to your success.
Just need ICP analysis? If you’re not ready for full execution but want expert eyes on your data to sharpen your internal targeting efforts, we offer standalone ICP consulting to help you understand exactly who your best customers are and how to reach them.
ICP Consulting
Know your customer, grow your business-
✓ Comprehensive ICP analysis
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✓ Revenue concentration analysis
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✓ Buyer persona documentation
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✓ Channel preference mapping
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✓ Churn risk indicators
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✓ Targeting criteria checklist
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✓ Lifetime value predictions
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✓ Competitive blind spots
Executive summary report PDF, including a full data analysis, is our final deliverable.
Our Founder
A word from our founder…
AI Lead Gen Guy
Founder of KYC Strategies
“Most agencies chase vanity metrics. More traffic, more leads, more noise. But after years of watching businesses burn through budgets chasing quantity, I built KYC Strategies around a simple truth: knowing your customer changes everything.
We don’t just generate leads—we engineer revenue systems. We find the patterns in your best customers, build strategies around what actually works, and scale with precision. No guesswork, no spray and pray, just systematic growth.
The companies that win aren’t the ones with the most leads. They’re the ones who know exactly who to target, how to reach them, and when to strike. That’s what we do. We turn customer intelligence into predictable revenue.
If you’re tired of random acts of marketing and ready for strategies built on data, not hope, let’s talk.”