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Decision guide

Which VoC program fits your team?

Everyone starts with Phase 1: System Setup. Phase 2 is how you want to run the system after you are live. Use this page to short-circuit the back-and-forth.

For how the system works end to end, read How B2B SaaS teams build scalable VoC content systems. To model labor savings and payback, use the VoC ROI calculator.

Program Choose it if… Investment Who owns the work
Phase 1 · System Setup You need the repo, automation, Cursor workspace, frameworks, and team training in one implementation. Required before Phase 2. $5,997 one-time Joint: RevOps + marketing for access; we build with you during the engagement.
Done-With-You You want ongoing output and oversight without hiring a full internal operator yet. $8,000 / mo We run production with your system; you stay in the loop on strategy.
Done-For-Them Training You have bandwidth internally and want a fixed runway to get confident on the stack. $3,000 / mo × 3 Your team executes; we coach weekly until you graduate.
Self-Service You are trained and want to run the owned system in-house. Optional retainer for questions. No program fee · optional $1k / mo retainer Your marketing or ops owner runs the weekly loop.

fact_check Fast picks

  • Marketing leader, lean team: Setup → Training or Done-With-You depending on whether you want to build muscle or buy speed.
  • Founder-led sales, no marketing ops hire: Setup → Done-With-You until the first hire can take the loop.
  • You already live in GitHub and love process: Setup → Self-Service (Training first if the team is new to Cursor + playbooks).

RevOps evaluation checklist

Use this in a security or procurement review so nobody gets surprised after kickoff.

  • Call recorder export: API, webhook, or scheduled file drop documented
  • Data residency for transcripts and repo matches company policy
  • GitHub org, SSO, and least-privilege roles defined for marketing vs engineering
  • Zapier (or Make) workspace owner and backup admin named
  • Retention rules for recordings and derived text documented
  • Offboarding: revoke tokens, rotate keys, archive repo access

Next step

If the table points to Setup, start there. If you are past discovery and need a sanity check, book a short call and we will map Phase 2 in plain English.

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