Everything in the Mesquite Reserve
Four client journey SOPs, checklists, team training, and your AI hub.
Ocotillo Blossom · From $5,000 · About 45 days
SOPs, inbox systems, and leadership training for your team.
Everything in the Mesquite Reserve, your whole client journey automated, your inbox run by your admin or your AI agent, and a team lead trained to run it.
Not sure where to start? Take the Scale Readiness Score, about four minutes.
What's included
You have a team. You’re still its only manager.
The work is documented, and the team still routes everything through you. Client emails wait on your reply. Leads go quiet in your inbox. The Ocotillo Blossom hands the running of the team to someone else, with the systems, the tools, and the training to do it.
Built for
Owners who are still the only manager
Teams where email waits on one inbox
Owners ready to promote a team lead
Your whole client journey, automated
Sales, onboarding, ongoing service, and offboarding, all built into your platform.
Additional SOPs for your team
Chosen with you, such as hiring and team onboarding, client communication, finance and admin, marketing, and weekly reporting.
Client and Sales Inbox Systems
A numbered label system for your client inbox and one for every stage of your pipeline, each with a short how-to.
Your admin or your AI agent runs your email
We train your admin on the inbox systems, or train an AI agent to sort, label, and draft for you.
Leadership training for your team lead
Three live sessions on running the SOPs, a weekly accountability rhythm, and coaching to a checklist.
How it works
Practical, visible, and grounded in real work.
We map before we build, test with your team, and hand over ownership with documentation and training.
Discover
Your client journey, your team, your inbox, and who will lead.
Map
Every SOP, both inbox systems, and the automation plan, laid out first.
Build + test
Automations, inbox systems, and your AI agent or admin training, tested against real work.
Train + launch
Leadership sessions with your team lead, full handoff, and a 30-day check-in.
Timing: About 45 days from kickoff to launch, with a 30-day check-in after.
Talk through the scope
Questions
Clear answers before you commit.
The full FAQ covers ownership, pricing, and where to start.
View All FAQs
Our inbox system is a set of numbered labels. Every incoming email is sorted into the label for its job, such as To Respond or Waiting On, so the owner only opens what needs them. The Ocotillo Blossom sets up two: a Client Inbox System and a Sales Inbox System.
Thirty minutes, no commitment
Hand the team to someone ready to lead it.
On a discovery call we tell you what your Ocotillo Blossom would include and what it costs before you commit to anything.