SHARP Managed Growth

C MCROY HOLDINGS LLC DBA OCTOHERO AI

Elite software included

Elite’s standout advantage is its AI/SI Knowledge, Content & Creator Ateliers: advanced reasoning and plain-language creation that support your entire SHARP system. Add custom AI assistants, campaign controls, learning spaces and private connections.

Keep customers & conversations together

Know who needs a reply and what happens next.

Customer records & messages

Keep contact details and customer conversations in one place.

Pick up each conversation with the context your team needs.

Elite included

Sales pipeline

Track potential sales from first inquiry to your next agreed step.

See which prospects need attention instead of losing track.

Elite included

Business calling

Make and manage business calls through your account.

Keep calling connected to your customer records. Calling charges may apply.

Elite included

Customer email

Send and manage email conversations with your contacts.

Keep replies connected to the right customer. Usage charges may apply.

Elite included

Organized contact lists

Group contacts using filters, such as interest or sales stage.

Find the right people for a relevant follow-up.

Elite included

Contact labels

Add labels to contacts to mark interests, sources or next steps.

Give your team an easy way to organize customers.

Elite included

Additional business records

Create records for information beyond a standard contact, such as jobs or properties.

Organize the details that matter to your business.

Elite included

Access on your phone

Use supported customer and business tools from the mobile app.

Stay connected when you are away from your desk.

Elite included

Make follow-up & booking easier

Spend less time repeating the same everyday tasks.

Appointment booking

Let prospects choose from your available appointment times.

Reduce back-and-forth when scheduling a conversation.

Elite included

Automatic follow-up steps

Build a sequence of actions, such as sending a reminder after an inquiry.

Make repeatable tasks more consistent. Your team configures the steps.

Elite included

Follow-up campaigns

Organize a series of outreach messages around a goal.

Give your follow-up a clear sequence rather than starting from scratch.

Elite included

Actions based on customer activity

Start a configured action when a chosen event happens.

Respond to important activity without checking every record manually.

Elite included

Online meeting space

Use the platform’s meeting space for supported online meetings.

Bring your scheduled conversations into your business tools.

Elite included

Reusable replies

Save frequently used text for messages and emails.

Answer common questions faster and keep wording consistent.

Elite included

Links that start a next step

Use tracked links that can begin a configured follow-up when clicked.

Make the next message more relevant to someone’s interest.

Elite included

Give your team POWERFUL AI/SI tools

Get a starting point for content and routine conversations.

AI writing & idea assistant

Ask for help with supported writing and everyday business tasks.

Move from a blank page to a draft your team can review.

Elite included

AI content drafts

Create draft marketing content from the information you provide.

Spend less time on first drafts; check facts and tone before sharing.

Elite included

AI conversation assistant

Configure AI to help respond to supported customer conversations.

Help handle common questions while keeping human oversight.

Elite included

AI help with campaign pages

Use AI assistance to draft supported funnel content and layouts.

Get a starting point for pages your team can refine.

Elite included

AI review replies

Use AI to help draft responses to customer reviews.

Respond thoughtfully with less writing time; approve replies before use.

Elite included

AI phone assistant

Configure a voice assistant for supported phone conversations.

Help handle routine call needs. Setup, oversight and usage terms apply.

Elite included

Build custom AI assistants

Create AI assistants around tasks and information you define.

Adapt AI help to your business instead of relying only on generic replies.

Elite included

Advanced AI workspace

Elite’s signature creative advantage: AI/SI Knowledge, Content & Creator Ateliers with advanced reasoning. Bring your business knowledge, goals and ideas into a creative workshop where you can think through strategy, develop content and shape AI-powered tools using everyday language. Describe your idea, ask questions and refine the result through a conversation—not complicated code. Use it across all five SHARP components, from strategic planning and campaign ideas to assistant design, follow-up messaging and authority-building content.

Go beyond a first draft: explore options, sharpen your message and turn ideas into useful campaign materials with less blank-page effort. Keep strategy and creation connected so your team can move toward execution faster. You direct, review and test the results; finished campaigns, automatic ad launches and done-for-you execution are not included.

Elite included

Reach people & build your reputation

Stay visible and give prospects reasons to trust you.

Marketing emails

Create email campaigns for contacts you have permission to reach.

Share useful updates and stay in touch with interested prospects.

Elite included

Plan social posts

Prepare and schedule posts for supported connected social accounts.

Keep your presence consistent without posting everything by hand.

Elite included

Your brand in one place

Save brand elements, such as colors and logos, for supported content tools.

Keep your marketing recognizable and consistent.

Elite included

Customer loyalty tools

Set up supported loyalty offers for returning customers.

Give customers a reason to stay engaged with your business.

Elite included

Show customer reviews

Display supported customer reviews on your pages.

Make real customer feedback easier for prospects to find.

Elite included

Request & manage reviews

Ask customers for reviews and manage supported review activity.

Build a more consistent habit of collecting genuine feedback.

Elite included

Google Business Profile tools

Use supported tools to improve and manage your Google Business Profile.

Keep your local business presence useful and up to date; rankings are not guaranteed.

Elite included

Customer video feedback

Collect and present supported video testimonials.

Let prospects hear genuine customer experiences in their own words.

Elite included

Referral partner tracking

Manage supported affiliate programs and track partner activity.

Organize referral relationships and understand where they contribute.

Elite included

Campaign Ad Manager

Access tools to organize advertising with supported connected ad accounts.

Keep campaign work closer to your customer tools. Ad spend and management are separate.

Elite included

Turn interest into inquiries

Give prospects a clear place to learn, respond and take the next step.

Business websites

Build and edit pages for your business.

Give customers a home for your services and next steps.

Elite included

Campaign landing pages

Build connected pages around an offer or campaign.

Give interested prospects a focused path to respond.

Elite included

Inquiry forms

Collect information through forms on your pages.

Bring new inquiries into your customer records.

Elite included

Customer questionnaires

Ask a series of questions and collect responses.

Learn what prospects need before your next conversation.

Elite included

Website chat

Add a supported chat entry point to your website.

Make it easier for visitors to start a conversation.

Elite included

Website addresses & redirects

Connect supported domains and point old links to the right pages.

Help visitors reach the correct destination.

Elite included

Scannable links

Create QR codes that lead people to a chosen page.

Connect printed materials and in-person interest to your online next step.

Elite included

Offer countdowns

Add a countdown to a genuine, time-limited offer or event.

Make a real deadline clear without misleading urgency.

Elite included

Helpful articles

Publish articles on supported website pages.

Answer customer questions and share your expertise.

Elite included

Interactive questions

Create quizzes for visitors to complete.

Make it easier to learn about a prospect’s interests.

Elite included

Online storefronts

Create a supported store for products or offers.

Give customers a place to browse and purchase online.

Elite included

Online presentations

Use supported webinar tools for presentations and events.

Explain your offer and share expertise with an interested audience.

Elite included

Simplify paperwork & getting paid

Make the steps from agreement to payment easier to manage.

Business documents & agreements

Prepare and manage supported documents and contracts.

Keep important agreements connected to your customer process.

Elite included

Customer invoices

Create and send invoices for your work.

Give customers a clear record of what they owe.

Elite included

Pay-by-link requests

Share a link customers can use to make a supported payment.

Make paying more convenient without a lengthy back-and-forth.

Elite included

Payment tools

Use supported payment features with your connected payment provider.

Keep payment activity closer to your business records. Processing fees may apply.

Elite included

See what is working

Make decisions with a clearer view of activity and results.

Business overview

View key account activity in a central overview.

See important updates without opening every tool.

Elite included

Setup starting point

Find supported account setup steps in one place.

Get oriented as you connect and configure your tools.

Elite included

Website activity

Review supported data about how people use your pages.

Learn which pages attract attention and where to investigate improvements.

Elite included

Booking reports

Review supported appointment activity.

Understand booking patterns and follow-up needs.

Elite included

Where inquiries come from

Review available source data for tracked customer activity.

Understand which marketing sources may be contributing; tracking has limits.

Elite included

Calling reports

Review supported call activity and records.

See how your team is handling phone conversations.

Elite included

Facebook advertising reports

Review available advertising data from a supported connected Facebook ad account.

Compare campaign activity without treating reported results as guaranteed revenue.

Elite included

Google advertising reports

Review available advertising data from a supported connected Google Ads account.

Keep an eye on campaign activity and spending.

Elite included

Local presence review

Review supported information about your local online presence.

Find areas to investigate and improve.

Elite included

AI assistant reports

Review supported AI assistant activity.

See where AI is helping and where human attention may be needed.

Elite included

Reports for your business

Build reports using supported data and reporting options.

Focus your view on the information that matters to your team.

Elite included

Share learning & connect your tools

Create spaces for customers and extend the way your business works.

Files & media library

Store supported images, videos and other media for your content.

Keep reusable materials organized and easy to find.

Elite included

Customer access area

Provide a supported private area for customer access.

Give customers a central place for the resources you choose to share.

Elite included

Member discussion spaces

Create supported community spaces for members.

Keep learning and customer conversations connected.

Elite included

Online learning content

Organize and deliver your own supported course content.

Share training in a structured way; this tool is not a promise of prebuilt courses.

Elite included

Course completion certificates

Create supported certificates for learning completion.

Recognize participants who finish your course requirements.

Elite included

Community mobile access

Use supported mobile access for community and learning content.

Help members stay connected away from their desktop.

Elite included

Connections to other tools

Configure supported private connections with other services.

Reduce disconnected work where a compatible connection exists. Setup may require technical help.

Elite included

Early-access tools

Explore optional experimental capabilities when available.

Try emerging tools while recognizing that availability and behavior can change.

Elite included

All five SHARP components. OctoHero puts them into action for you through the strategy and execution agreed in your proposal.

Explore CMO-led strategy and done-for-you implementation with the Elite SHARP Growth Suite included, delivered under a separate written scope.

SHARP Managed Growth includes the Elite SHARP Growth Suite, alongside done-for-you services confirmed in your proposal.

For Done For You, Cindy personally conducts a more comprehensive Business Opportunity Assessment with you to explore your goals, business, market, current marketing and growth opportunities. Afterward, a business proposal outlines the recommended next steps, scope of work and costs so you can make an informed decision. The short online guide survey and optional 15-minute introductory call are starting points—not the comprehensive assessment.

CMO-Led. Wisdom-Guided. Super Intelligence-Powered.

Services are delivered under a separate written scope. SaaS subscriptions do not include done-for-you execution. The short guide survey introduces your business; it is not the comprehensive Business Opportunity Assessment.

Get My Free SHARP Growth Guide

Answer seven quick questions and get your free guide at https://www.octohero.ai/sharp-growth-assessment.

Home · Contact · Privacy Policy · Terms and Conditions · SMS Consent