Our partnership
Empowering Heritage to Become AI Native
Twelve months from kickoff to AI-native. Four AI Employees on the team, two new websites, one brand bundle, and continuous training.
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Our partnership
Twelve months from kickoff to AI-native. Four AI Employees on the team, two new websites, one brand bundle, and continuous training.
AI Native means Heritage runs day-to-day work through named AI Employees that each own a function end-to-end and ship the work the team would otherwise do manually. Twelve months brings four AI Employees, two new marketing sites, a four-video brand bundle, and continuous training.
Content Master
Produces and ships ongoing marketing content across both Heritage websites and the newsletter on a monthly cadence.
Project Manager
Captures meetings, drafts summaries, chases delegated items, answers status by chat or voice.
CRM
Heritage's source of truth for every prospect and client. Pipeline stages, account health, and the full history of every interaction.
Help Desk
Answers producer and firm-admin questions, retrieves documents, hands off cleanly to humans.
Marketing
Two new sites (Heritage Strategies, Heritage AI) and a four-video brand bundle.
Training
Weekly sessions and async coaching so Heritage runs each AI Employee without Supernal in the room.
AI Employees
Each AI Employee owns a domain end-to-end, ships work the team uses from day one, and operates within a defined scope, autonomy level, and approval rules set by Heritage. The four new hires join Dave, the production AI Employee already running behind the Heritage Book and Digital Vault workflow.
Content Master
Produces and ships ongoing marketing content across the Heritage Strategies and Heritage AI websites and the shared email newsletter on a monthly cadence.
Project Manager
Heritage's shared workspace for everything in flight. Captures meetings, drafts post-meeting summaries, chases delegated items, and answers status questions by chat or voice.
CRM
One client record per prospect and client holding all documents, emails, calls, meetings, and tasks. Stages, happy-path checklists, and an account health score. Collaborates directly with Foreman on a shared task and data layer.
Help Desk
In-app chat widget that handles inbound support across the platform. Answers producer and firm-admin questions, retrieves documents, opens tickets, and hands off cleanly to humans.
Marketing
Two independent marketing sites and a four-video brand bundle, all sharing the same visual identity and editorial tone.
Website
A refreshed marketing site that communicates the Heritage Book methodology, builds authority among HNW families and partner advisory firms, and channels qualified leads into Heritage's pipeline.
Website
Commercializes the Heritage Book methodology as a multi-tenant platform, builds authority with estate planners, RIAs, and BDs, and channels qualified firms into the pilot and licensing pipeline.
Video
Four-video brand bundle anchoring the visual identity across both Heritage surfaces. Two product videos for Heritage AI, one intro video for the websites, and one animation of the book manufacturing process.
Enablement
Continuous coaching on how to work with each AI Employee, how to product-manage and refine them together with Supernal, and how to roll out the playbook across the team.
Timeline
Each row maps an AI Employee, website, or offer to its build window across the twelve-month partnership. All timings shown are estimates and shift with kickoff and approval cadence.
Pricing
Pricing for one-time builds and monthly engagements.
| Item | Scope | Price |
|---|---|---|
Websites |
Heritage Strategies and Heritage AI, bundled | $12,500 |
Brand videos |
Four-video bundle | $10,000 |
| One-time total | $22,500 |
| AI Employee / Service | Scope | Price |
|---|---|---|
|
Content Master
|
Automated weekly blog and monthly newsletter | $4,000/ mo |
|
Project Manager
|
Project management across the team | $7,000/ mo |
|
CRM
|
Sales-side single source of truth | $5,000/ mo |
|
Help Desk
|
Customer support across firms and end users | $7,000/ mo |
|
Training
|
Ongoing AI coaching and adoption support | $1,000/ mo |
| Per-month total | $24,000/ mo |