Tim,
This package contains two things: a plain English summary of what we have agreed to, followed by the formal service agreement. Read both. If anything here does not match what you understood from our conversation, say so before signing.
Here is exactly what is included.
Most businesses run on six to twelve tools that do not talk to each other. A separate CRM. A separate phone system. A separate inbox. A separate scheduling tool. A separate review platform. Each with its own login, its own bill, and its own version of the truth.
GoHighLevel replaces that entire stack with one platform. CRM, voice AI, unified messaging, scheduling, workflow automation, reputation management, social publishing, and payment processing — all connected, all in one place, operating across your entire organization. This is the same platform powering the Advisor AI Partners growth system at advisoraipartners.com/aibos. It serves close to a million businesses worldwide and has over 100 engineers dedicated to its AI infrastructure alone.
The platform is deployed across all four of your companies: Morris Center Jacksonville, Morris Center Ocala, Morris Center Trinidad and Tobago, and the NOW EdTech company. One system. One subscription. One place for your entire operation.
GoHighLevel is the platform. The AIOS is what gets built on top of it, specifically around how The Morris Center operates. It sits on Claude, connects your systems together, and functions as your personal operating environment as the owner of four companies.
We install it, build your initial applications, and train you to operate and expand it yourself. When this engagement is complete, you are self-sufficient. You understand how it works and you can build on it without depending on us to make changes.
System Integration Requirement: The AIOS connects your existing tools to Claude through APIs and MCP servers. Any system with an available API or MCP server can be integrated. Systems without API or MCP access cannot be connected and are outside the scope of this agreement. We will confirm integration capability for each of your platforms during the onboarding session before the build begins.
Claude License Requirement: The AIOS runs on Claude. An active Claude Pro license (or equivalent tier) must be maintained by The Morris Center for the AIOS to function. This is a separate subscription paid directly to Anthropic and is not included in the fees in this agreement. If the Claude license lapses, AIOS functionality will cease until it is reinstated.
The platform is organized around five functions, each mapped to a specific part of how families find, engage with, and continue their relationship with The Morris Center.
No inquiry falls through the cracks. Families searching for help at 10pm get a response. Calls that come in after hours get handled. Every visitor who does not book gets captured.
Most families do not schedule on the first visit. They research, compare, and come back weeks or months later. Nurture keeps The Morris Center in front of them without anyone on your staff managing it manually.
TMC schedules multiple service types, each with different protocols, staff requirements, and preparation steps. This pillar brings order to that complexity.
The Morris Center has 38 years of outcomes and a near-empty Google Review profile. This pillar addresses that, and builds the infrastructure for consistent content distribution across all channels.
Important: We build the content generation system and train you to manage and grow it. The ongoing content work — deciding what to publish, reviewing and approving drafts, managing your posting calendar — is yours to run through the AIOS. Ongoing content creation is not included in this agreement. We build the machine and hand you the controls.
Past clients and cold leads represent revenue that requires no new acquisition cost. This pillar brings them back into the flow automatically.
Every morning: your numbers, your appointments, emails that need your attention, and staff activity across all four companies in one view. QuickBooks connects into it. The information comes to you instead of you going to find it. You define what lives on the dashboard.
Your terminology locked in across every client-facing communication. The correct language goes out every time regardless of who handles the inbox. One voice, all locations, all staff.
Your LinkedIn articles, Facebook group responses, podcast transcripts, and written content fed into the system. The content engine generates material that sounds like you wrote it because it learned from everything you have written. This feeds the Evangelize content system above.
Financial data flowing into your dashboard. We will also assess your current supplemental accounting workload and identify what can be automated inside the system, subject to API availability.
The clinic scheduling is well within the scope of what GHL handles. The EdTech scheduling — with its instructor matrix, program certification levels, time slot consistency requirements, and client matching variables — is a more complex problem. We will map it together during onboarding. Depending on what that mapping reveals, a full solution may require additional work outside this agreement.
EdTech Scheduling Caveat: The EdTech scheduling system is included in the onboarding mapping process. However, given the complexity of the multi-variable instructor matching required, a complete automated solution may fall outside the current scope. If additional work is required, it will be defined and scoped separately before any additional work begins. Nothing additional gets built without a written agreement on what it is and what it costs.
| Fee | Type | Amount |
|---|---|---|
|
GHL Platform Setup & Configuration
All four companies and locations, full platform build
|
One-time | $2,500 |
|
AIOS Installation, Build-Out & Training
Dashboard, vocabulary library, voice training, QuickBooks integration, content engine
|
One-time | $5,000 |
|
Monthly Platform Fee
Covers all four entities. Billing begins on the date of this agreement.
|
Monthly | $2,000/mo |
The following usage types are billed separately at cost, paid directly to the platform provider on a pay-as-you-go basis. You pay only for what you actually use. A complete usage rate schedule will be provided at onboarding and is subject to change by the platform provider.
| Usage Type | Billing Basis |
|---|---|
| Outbound phone calls | Per minute |
| Inbound phone calls | Per minute |
| Per volume block | |
| AI Chat messages | Per message |
| AI Voice | Per minute |
Claude License: An active Claude Pro license must be maintained by The Morris Center for the AIOS to function. This is a separate cost paid directly to Anthropic and is not included above. Current pricing is available at anthropic.com.
All fees are non-refundable. The setup fee and AIOS installation fee are due at signing and are non-refundable once the onboarding session has been scheduled. The monthly platform fee is non-refundable for any partial or completed billing period.
This agreement has a minimum term of three months from the effective date. After the three-month minimum, either party may cancel with 30 days written notice sent to the contact information below.
If you do not: We reserve the right to suspend or terminate your account. You are responsible for any fines, penalties, or legal issues arising from your use of the system.
We may reference The Morris Center in our portfolio — including screenshots, case study results, and system examples — unless you notify us in writing within 30 days of project completion that you prefer to remain anonymous.
We may also request a testimonial when the build phase is complete. You may request to provide it anonymously.
This agreement is the complete record of what we have agreed to. If something was discussed but did not make it into this document, it is not part of our agreement. Any changes to this scope will be put in writing and agreed to by both parties before any additional work begins. If any part of this agreement is found to be unenforceable, everything else stays in place.
If something comes up, we talk it out first. We both agree to attempt good-faith resolution through direct discussion before taking any further steps. If we cannot resolve it together, any dispute arising from this agreement shall be settled by binding arbitration under the Commercial Arbitration Rules of the American Arbitration Association, conducted in the State of Florida. Each party covers their own legal costs. Any claim must be filed within one year of when the issue was known or should have been known.
Any changes to this agreement will be put in writing and shared with both parties before taking effect.
By signing below, both parties acknowledge they have read this agreement in full, understand its terms, and agree to be bound by them.