Tell us what you want to automate — no jargon, no obligation. We'll tell you exactly which bottleneck to fix first and what it would cost to get started.
The more context you share, the more specific we can be. Five things that help us most:
None of this is required — we'll cover it on the call if you prefer.
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The most common questions we get before a first conversation.
Yes, completely. The 15-minute fit check costs you nothing. We give you genuine, specific recommendations — which bottleneck to fix first, what system would work, and what it would cost to start — before any contract is signed. We do this because it builds trust and helps both sides confirm we're a good fit before committing to anything.
Five things make the call much more useful: your industry, roughly how many inbound calls you get per month, which CRM or scheduling tool you currently use, your biggest operational bottleneck (missed calls, slow follow-up, or admin overload), and a rough sense of your monthly budget. None of it is required — we'll cover whatever we don't get in the form — but having those ready means we can give you specific numbers and recommendations in 15 minutes instead of vague generalities.
After the fit check and proposal approval, we typically begin Phase 1 (intake and access) within 3–5 business days. Simpler automations often go live within 2–3 weeks of signing. More complex multi-system deployments take longer — we'll give you a realistic timeline estimate in the proposal, not a generic promise.
We specialize in healthcare and dental clinics, HVAC and local service businesses, boutique real estate agencies, and construction and contracting firms. That said, if your operation has high-volume repetitive workflows, we're likely a good fit regardless of industry — book a call and let's find out.
That's exactly what our AI Readiness Audit ($1,500–$2,500) is designed for. It gives you a complete roadmap and ROI projections with zero obligation to proceed. Many clients start there and use it to get internal buy-in before committing to a full deployment.