The Process
How It Works
From first conversation to fully automated business — here's exactly what happens, step by step.
We learn your business
We start with a 30-minute discovery call. No templates, no generic questions — we want to understand your specific clients, your voice, your pricing, and the bottlenecks that are costing you the most time and money.
By the end of that call, we'll have a clear picture of which automations will have the highest impact for your business right now — and in what order to build them.
We build your AI system
We configure custom AI agents for your industry using Claude — the same AI trusted by Amazon and Salesforce. Every message is trained on your tone, your service descriptions, and your client language. It sounds like you because it's built around you.
- →Lead response agent — replies to every inbound inquiry in under 60 seconds
- →Follow-up sequences — Day 1, Day 3, and Day 7 emails that convert
- →Booking automation — leads can book directly into your calendar
- →Review request flow — automatically asks happy clients for a review
- →Lead tracking — every lead logged to Google Sheets for your records
Your business runs on autopilot
Once live, your AI system handles every new lead from the moment they reach out. You're notified when a lead is warm and ready to close — not before. No chasing, no follow-up spreadsheets, no dropped balls.
We monitor performance, refine the AI's responses over time, and are always a message away if anything needs adjusting. Your system gets smarter the longer it runs.
What to expect — week by week
Onboarding call, access provisioning, first draft of AI persona and response templates.
All automations wired up. You review responses and approve tone before anything goes live.
System is live. We monitor, review, and refine based on real-world lead conversations.
Ready to get started?
The discovery call is free. No commitment. Just 30 minutes to figure out what's possible for your business.