We find what's costing you leads. Then we fix it.
Every engagement starts with an AI assessment — a clear-eyed look at where your business is losing customers, wasting time, or leaving money on the table. From there, we build exactly what you need.
Where we start
The AI Assessment: your business through a sharper lens.
Most businesses know something isn't working — they just don't know what, or how much it's costing them. That's what the assessment is for.
We look at your business the way an AI strategist would: Where are leads falling through the cracks? Where is your team spending time on things a machine could handle? Where are your competitors showing up and you're not?
You get a written report — not a 60-page deck, not a generic checklist. A focused, prioritized analysis of your specific business with clear recommendations and estimated impact for each one.
What the assessment covers
- Lead response speed — how fast do you follow up when someone reaches out? What happens when you miss a call? We measure the gaps that cost you deals.
- Email and inbox efficiency — is your team drowning in repetitive emails, or do they have systems that sort, draft, and route automatically?
- Review and reputation analysis — are you consistently asking for reviews? Responding to them? How does your review profile compare to competitors?
- Call handling — what happens when you miss a call? Do callers get a text back, or do they just leave?
- Document and intake workflow — are your team members manually copying data from forms, invoices, and intake docs into your systems? Where is manual entry slowing you down?
- Website and chat effectiveness — is your site converting visitors or just showing them your logo? Is your chat widget actually useful, or just there?
- Google Business Profile review — completeness, accuracy, review strategy, local search visibility
- Competitor benchmarking — how do you stack up against the 2–3 businesses your customers are also considering?
- Tech stack and automation audit — what tools are you using, what's redundant, what doesn't talk to what, and where are the automation opportunities?
- Reporting and visibility gaps — do you actually know how many leads came in last week, where they came from, and how fast your team responded? Or are you guessing?
- SEO snapshot — page titles, site speed, keyword gaps, content opportunities
What you get
- Impact vs. Effort Matrix — every opportunity ranked by quick wins, major projects, fill-ins, and thankless tasks
- Prioritized tool recommendations with expected time/revenue impact
- 7-day implementation plan for your highest-impact quick wins
- Expected ROI summary — leads recovered, hours saved, revenue impact
- 30-minute walkthrough call to go through everything together
- Buildout proposal with specific scope and pricing for the implementations you want us to handle
Investment: $999. 100% satisfaction guarantee — if you don't find the assessment valuable, we'll refund you.
After the assessment
We build what matters most.
The assessment tells you what to fix. We're the team that actually fixes it. Here's what that can look like:
The businesses that win leads aren't the best — they're the fastest.
When someone fills out your contact form, they should hear back in under 60 seconds with a personalized reply. Their info should land in your CRM instantly. You should get a notification on your phone. And a follow-up sequence should start automatically if they don't respond. We've seen service businesses recover 15–20 leads per month just by fixing response time.
What's included
- Form → auto-reply setup
- CRM integration
- Instant lead alerts
- Automated follow-up sequence (Day 1, Day 3, Day 7)
- Monthly performance summary
Best for: Any business that gets inquiries via web forms, social DMs, or email — and doesn't have an automated reply within the first 60 seconds.
Your inbox, sorted and half-answered before you open it.
Your inbox is a mess of sales inquiries, support questions, vendor invoices, and spam — all mixed together. AI sorts incoming emails by category, drafts a first response for each one, and routes them to the right person. Your team reviews and hits send instead of starting from scratch 30 times a day.
What's included
- Email classification rules
- AI draft templates trained on your voice
- Routing logic
- Spam filtering
- Weekly summary of email volume by category
Best for: Teams of 2+ who spend significant time on email — especially those answering the same 10 types of questions every week.
More reviews, less effort, better responses.
Most local businesses know reviews matter but forget to ask for them. We automate the whole cycle: after a job closes, your customer gets a review request. When reviews come in, AI drafts a response that matches your brand voice — personalized, not generic. You approve and post. What used to take 20 minutes per review takes 20 seconds.
What's included
- Automated post-job review request triggers
- AI review response drafts
- Brand voice training
- Weekly review summary
- Google/Yelp monitoring
Best for: Local service businesses that want more reviews but don't have a consistent system for asking — and who are spending too long writing individual responses.
Never lose a lead to a missed call again.
When you miss a call, your caller gets a friendly, branded text within 30 seconds: "Hey, this is [Your Business]. Sorry we missed your call — how can we help?" The lead stays warm. For businesses that want to go further, we set up AI voice agents that actually pick up the phone, have a natural conversation, qualify the lead, and book the appointment — no human needed.
What's included
- Dedicated phone number or forwarding setup
- Custom auto-reply message written for your business
- Instant lead alerts
- Reply forwarding so you can continue the conversation
- Voice agent add-on: AI phone answering, appointment booking, call summaries, escalation routing
Best for: Dental offices, law firms, HVAC companies, med spas, salons — any business where a missed call is a missed sale.
Stop copying data from documents by hand.
Intake forms, invoices, receipts, applications — your team spends hours copying data from documents into spreadsheets, CRMs, and accounting systems. AI reads the document, extracts the key fields, and puts the data where it belongs. No manual entry. No transcription errors. Dental offices, law firms, and HVAC companies all have this problem — and it's one of the fastest automations to pay for itself.
What's included
- Document type setup (intake forms, invoices, receipts, etc.)
- Field extraction rules
- Destination system integration (CRM, spreadsheet, accounting)
- Error flagging
- Monthly accuracy review
Best for: Businesses that process high volumes of paperwork — medical, legal, dental, home services, real estate.
A 24/7 assistant that actually knows your business.
Not a generic chat widget that asks for a name and email. An AI assistant trained on your specific services, pricing, hours, FAQs, and booking flow. It answers real customer questions at 10pm on a Sunday and captures qualified lead info for your team to follow up on.
What's included
- Custom chatbot built for your specific business
- Trained on your top 10–15 FAQs, services, hours, and pricing
- Installed on your website (WordPress, Squarespace, Wix, Shopify, and more)
- Lead capture with real-time email notifications
- Monthly updates — new questions, seasonal changes, service updates
- Video walkthrough so you can see conversations and leads anytime
Best for: Any local business with a website that gets traffic but doesn't have live chat. Especially effective for businesses with repetitive customer questions.
Show up when locals search for what you do.
Your GBP is often the first thing a potential customer sees — and for most local businesses, it's half-finished. We optimize your profile, set up a review strategy, and audit your website's SEO gaps. Page titles, site speed, keyword targeting, competitor positioning — a prioritized action plan so you actually show up when locals search for what you do.
What's included
- GBP audit and full optimization
- Category and service setup, photo guidance
- Review response strategy
- Technical SEO audit and keyword gap analysis
- Competitor benchmarking
- Prioritized action plan and implementation support
Best for: Local businesses competing for 'near me' searches — especially those with incomplete GBP listings or websites that don't appear for their core keywords.
Know your numbers without digging through five apps.
Every week, you should know: how many leads came in, where they came from, how fast you responded, how many converted, and what's trending up or down. Most businesses piece this together manually — or just don't do it. We build automated reports that pull data from your systems and deliver a summary to your inbox or Slack. No dashboards to check. No spreadsheets to update.
What's included
- Data source connections (CRM, phone, email, website analytics)
- Weekly automated summary delivered to inbox or Slack
- Trend tracking and anomaly alerts
- Monthly strategy recommendations
Best for: Business owners who want visibility into their operations without spending time building or maintaining dashboards manually.
Not sure where to start?
That's what the quiz is for. Take the free 2-minute AI Readiness Quiz and we'll show you where to focus first.