Your first AI agent, live in 15 days
Most financial advisors assume an AI agent is a months-long project, a team of programmers, and an invoice that never ends. So they never start. And meanwhile, they keep answering the same WhatsApp messages at 11 p.m., losing leads who wrote on a Sunday, and spending hours on tasks a system would handle without blinking.
At Catalizadora we change that equation. MAGIA Solo delivers a working WhatsApp AI agent in 15 days for $4,500 USD. An agent that replies in your firm's voice, qualifies the prospect, books the appointment, sends the payment link, and logs every conversation in your CRM. Here's how we get started, step by step.
What the agent does from day one
Before we talk timelines, here's what you'll have live:
- Replies 24/7 to anyone who messages you on WhatsApp, in your brand's tone.
- Asks the right questions to know if a prospect qualifies (amount to invest, goal, time horizon).
- Books the appointment on your calendar without you lifting a finger.
- Sends the payment link when it's time.
- Logs everything in your CRM: name, interest, stage, next steps.
It isn't an FAQ chatbot. It's a member of your team that never sleeps.
The problem it solves, in numbers
An independent financial advisor gets several new WhatsApp messages a day, on average. If you reply in under five minutes, your odds of converting that prospect multiply. But you can't be glued to your phone: you're in a meeting, driving, or asleep. The prospect who wrote on a Sunday at 9 p.m. has already found another advisor by Monday. The agent closes that leak: it replies instantly, every day, at any hour, and keeps the prospect warm until you step into the conversation.
The MAGIA methodology, translated into 15 days
We work in five phases: Mapping, Architecture, Generation, Implementation, and Autonomy. Here's how it looks on the calendar.
Days 1 to 3 — Mapping
We sit down with you (one or two calls) and map your business: how clients reach you, which questions you repeat, what makes a prospect qualify, how you collect. The agent's voice and rules come out of this. You bring knowledge, not code.
Days 4 to 6 — Architecture
We design the conversation flow: what the agent asks, when it books, when it collects, when it hands the case to you. We define how the information shows up in the CRM. You review and adjust before we write a single line.
Days 7 to 11 — Generation
We build. The agent, its WhatsApp connection, the calendar, the payments, and the CRM. This is where our AI-native studio does the heavy lifting while you keep serving clients.
Days 12 to 14 — Implementation
We connect your WhatsApp number, run real tests with you, and fine-tune the tone and flows. You use it with actual cases and tell us what to adjust.
Day 15 — Autonomy
The agent goes live and it's yours. We hand over the code, the data, and the infrastructure. You're not tied to us: if you want to take it elsewhere tomorrow, it's yours.
What it really costs (no fine print)
| Item | MAGIA Solo |
|---|---|
| Upfront investment | $4,500 USD |
| Delivery | 15 days |
| Monthly retainer | $0 |
| Locked-in licenses | None |
| Monthly operation | ~$200 to $400 USD (hosting + tokens, pass-through) |
| Code and data ownership | 100% yours |
That monthly operation isn't ours: it's what it costs to keep the agent running (servers and AI usage). We pass it through at cost, with no markup. Compared to hiring a part-time person to answer WhatsApp, book, and follow up, the agent costs a fraction and never takes a vacation.
Run the math. A part-time assistant in LATAM runs $400 to $700 USD a month, works office hours, and needs training. The agent is a single $4,500 investment, then its operation at cost, works 24/7, and never gets tired or quits. In under a year the math is already in your favor, and from there the savings are pure.
If your operation grows later, MAGIA Core ($15,000) opens deeper flows, and Forge ($20,000, 12 weeks) builds a fully custom system from scratch. But most advisors start with Solo and find it's plenty.
What you need to get started
Honestly, very little:
- A WhatsApp number for your business.
- Clarity on what makes a good prospect for you.
- An hour or two for the Mapping calls.
- Your typical fee structure, so the agent knows when and how to send payment links.
We handle the rest. You don't need to know tech or hire anyone. Your job is what it's always been: knowing your clients. Ours is turning that knowledge into a system that runs for you.
Start this week
The best time to have an agent that sells while you sleep was a month ago. The second best is today. You don't need a big budget, a tech team, or a six-month roadmap, just two weeks and the willingness to start. Message our WhatsApp AI agent to see how it talks, and when you're ready, book a call with me at https://cal.com/pablo-estrada-hlqaql. In 15 days your firm has a system that qualifies, books, and collects on its own.