What's Included
- AI-powered website chatbot — answers FAQs, captures lead information, books appointments around the clock
- Email automation suite — welcome sequences, appointment reminders, post-visit follow-ups
- SMS automation — appointment confirmations and reminder sequences to reduce no-shows
- Monthly performance report with key metrics and recommendations
- Email support with 48-hour response time
- All chatbot scripts, email copy, and SMS content written for you
- Full testing and QA before launch
- 2-week monitoring period after go-live
What's Not Included
- AI phone/voice agent
- CRM setup or configuration
- Multi-channel automation beyond email + SMS
- Custom integrations with existing tools
- Strategy calls
Delivery Timeline
Week 1Discovery call + onboarding questionnaire
Week 2Chatbot built, email & SMS sequences drafted
Week 3Testing + your approval
Week 4Live launch + 2-week monitoring
Best For
Solo practitioners, small clinics, and service businesses that want to capture more leads and never miss an inquiry — without a massive upfront investment.
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What's Included
- Everything in Starter, plus:
- AI voice agent for phone — answers inbound calls, qualifies leads, books appointments, transfers when needed
- Full CRM setup and configuration (GoHighLevel or your preferred platform)
- Multi-channel automation — email + SMS + voice + web chat working together seamlessly
- Lead scoring — automatically rank and prioritize your leads based on engagement and fit
- Intelligent lead routing — hot leads get fast-tracked, nurture sequences for the rest
- Automated review requests — prompt happy customers to leave Google/Yelp reviews
- Up to 5 custom workflow automations tailored to your specific operations
- Bi-weekly strategy calls with your dedicated account manager
- Priority support with 24-hour response time
- Voicemail detection and transcription
- Call recording and analytics dashboard
Delivery Timeline
Week 1Discovery + deep business audit
Week 2-3CRM setup, voice agent training, workflow builds
Week 4Testing with live calls
Week 5-6Full launch + daily monitoring. Weekly optimization for first month.
Best For
Growing practices and businesses that want to automate their entire front-office operation — phones, leads, follow-ups, reviews — and free their team to focus on delivering great service.
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What's Included
- Everything in Growth, plus:
- Unlimited custom AI workflows — we automate every process that can be automated
- Full system integration — EHR/EMR, payment systems, inventory management, scheduling platforms
- Custom AI tools — document processing, data extraction, automated report generation
- Dedicated AI operations manager monitoring your systems continuously
- White-labeled client dashboard with real-time metrics
- Weekly strategy calls
- Same-day support
- Quarterly business review with optimization roadmap
- API integrations with all existing tools in your stack
- Staff training sessions — make sure your team knows how to work with your new AI systems
- Priority feature requests and custom development
Delivery Timeline
Week 1-2Deep discovery + system audit + integration mapping
Week 3-6Full build-out of all systems and integrations
Week 7-8Testing + staff training
Week 9+Launch + dedicated ongoing optimization
Best For
Multi-location practices, established businesses doing $500K+/yr, and operations-heavy companies that want AI embedded into every layer of their business — not just the front desk.
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Frequently Asked Questions
What happens during the free AI Audit?
We spend 15 minutes learning about your business, identifying bottlenecks, and mapping out exactly where automation will have the biggest impact. You'll walk away with a custom blueprint — whether you work with us or not.
Do I need to sign a long-term contract?
No. All plans are month-to-month after the initial setup period. We earn your business every month. That said, we offer a discount on annual commitments if you prefer predictability.
What if I already have a CRM / tools I like?
We work with what you have. Growth and Enterprise plans include integration with your existing tools. If you don't have a CRM yet, we'll set one up for you.
How quickly will I see results?
Most clients see measurable impact within the first 2 weeks of launch — fewer missed calls, faster follow-ups, more bookings. The full ROI compounds over months as the system learns and optimizes.
What does the setup fee cover?
Initial build-out: writing all scripts and copy, configuring your tools, building workflows, training voice agents on your business, testing everything, and launching. It's a one-time investment to get your systems built right.
Can I upgrade plans later?
Absolutely. Most clients start with Starter or Growth and upgrade as they see results. We'll always recommend the right fit — never upsell you on something you don't need yet.