How it works
Audit. Design. Build. Launch & support.
A clear, four-step engagement with no surprises. You see and approve every script, message and rule before it goes live — and we stay with you afterward.
Step 01
Audit
We start by understanding how leads reach you today — calls, forms, messages, quotes — and what happens next. We look at the tools you already use and the repetitive work your team does every week.
What you get
- A walkthrough of your lead sources and current follow-up
- A list of where leads are likely going unanswered
- Notes on the tools you have and what can stay
- A recommendation on where to start
Step 02
Design
We map out what your AI agents will say and do, what gets automated, and exactly when a person takes over. You see and approve the plan — scripts, messages and rules — before anything is built.
What you get
- Conversation flows and qualifying questions
- Hand-off rules: who gets what, and when
- Message copy written in your voice
- A written proposal with clear scope and pricing
Step 03
Build
We configure your AI agents, CRM, booking and follow-up, connect your channels and calendars, import your contacts, and test real-world scenarios end to end — including what happens when things go off-script.
What you get
- AI agents trained on your business
- CRM, booking and automations configured
- Channels, calendars and contacts connected
- Scenario testing before anything goes live
Step 04
Launch & support
We launch with you, walk your team through the shared inbox and takeover, and review real conversations together in the weeks after. As your business changes, we adjust answers, rules and sequences.
What you get
- A guided launch and team walkthrough
- Transcript and conversation reviews
- Ongoing tuning of answers and automations
- A real person to ask when you need a change
What does it cost?
Every engagement is scoped to your goals — talk to us for pricing. After the audit you'll get a written proposal with a clear scope, so you know exactly what's being built before any work begins.
Let's make sure every lead gets an answer.
Tell us how leads reach you today and where things get stuck. Every engagement is scoped to your goals — talk to us for pricing.