ROI Report: Scottsdale Wealth

Financial — Personalized Cost Analysis
ChatForge
March 26, 2026
Current Annual Cost
$61,140
ChatForge Annual Cost
$1,164/yr
Net Annual Savings
$27,576
Side-by-Side Comparison
Expense Current /yr With ChatForge
Chat Tool (Crisp) $1,140 $1,140 $0
Receptionist / Staff $36,000 $14,400
Google Ads / Marketing $24,000 $18,000
ChatForge AI Agent $0 $1,164
Total Annual $61,140 $33,564
Annual Cost Visualization
Current Costs
$61,140
ChatForge
$1,164
You Save
$27,576
2,369% ROI
Return on investment in year one
Where the Savings Come From
$1,140/yr
Eliminates Crisp
ChatForge replaces it entirely
$21,600/yr
Reduces receptionist load 60%
AI handles routine questions 24/7
$6,000/yr
Better ad conversion
Visitors get instant answers, not forms
What Scottsdale Wealth Gets with ChatForge
AI agent trained on your financial servicesIncluded
24/7 instant responses (under 2 seconds)Included
Lead capture with email + phone collectionIncluded
Conversation analytics and insightsIncluded
One-click install on any websiteIncluded
Unlimited conversationsIncluded

Save $27,576 in Year One

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