Lead follow-up and intake
Every web form, missed call and email gets a fast, on-brand reply, qualified against your rules, with the next step booked.
Services
From a free audit to AI running in your business.
Four steps, each with a clear deliverable and price. Start with the audit; continue only if the next step is worth it.
- Start hereFree AI auditFree for Florida small businessesA 30-minute working session and written findings: where AI pays back first, and what to leave alone.Details
- 2 weeksAI strategy sprintFrom $2,500We map one workflow end to end, set the success measure, and hand you a build plan you own.Details
- Typically 2–4 weeksBuildQuoted after the auditCustom agents, automations and integrations, run in shadow mode before they touch live work.Details
- Month to monthManaged AI operationsFrom $500 / monthWe run, monitor and improve what we built, with a visible exception queue and a monthly report.Details
Step 1 · Free for Florida small businesses
Free AI audit
A 30-minute working session about how work actually moves through your business, followed by written findings.
Want expert advice without an audit? A 60-minute AI advisory call is $195, and a 2-hour roadmap session with a written plan is $450.
You get
- The 2–3 workflows where AI would save the most time
- A rough effort and cost range for each
- What not to automate, and why
- Written findings within a few business days
Step 2 · 2 weeks · from $2,500
AI strategy sprint
We take one workflow and design the AI version with you: every step, every hand-off, every place a person needs to decide.
Sprints start at $2,500. The exact price is fixed after the audit, once we know the scope.
Deliverables
- A map of the workflow today and with AI
- The success measure (hours, response time, leads booked)
- Data, access and privacy requirements
- A build plan and a fixed quote you can take anywhere
Step 3 · typically 2–4 weeks · quoted per project
Build
We build the agent, connect it to your tools and run it in shadow mode next to your team until it earns trust.
AI front desk
Chat and voice that answer common questions, take requests after hours and drop them into one queue your staff already works.
Documents and back office
Invoices, intake forms, referrals and paperwork read, checked and entered, with anything uncertain flagged for review.
Marketing engine
Posts, newsletters and search content drafted in your voice on a schedule, through a review step before anything publishes.
Reporting
The numbers you check every Monday, assembled and sent to you, with what changed and why.
Integrations
Connected to the tools you already use: CRM, scheduling, email, accounting and, for clinics, the EHR.
- TriggerA new lead fills in a formWeb form, call, email or text
- Read + decideReads it against your rulesService area, urgency, fit
- ActDrafts the reply, updates the CRMOffers real open slots
- You approveYou approve what mattersQuotes, refunds, clinical calls
- Done + loggedBooked, logged, reportedEvery step is reviewable
ExceptionUnclear? It stopsand asks a person
Step 4 · from $500 / month · month to month
Managed AI operations
AI is not set-and-forget. We run what we built, watch the exception queue, fix what drifts and add the next workflow when you are ready.
Included
- Monitoring and fixes
- A visible exception queue your team works
- Monthly report: volume handled, time saved, issues
- Prompt and rule updates as your business changes
- A monthly call with Pankaj
Questions
About working with us
Which workflow should we start with?
Usually the one that is high-volume, rule-based and annoying: lead follow-up, intake paperwork, after-hours requests or invoice entry. The audit is how we pick it with you.
Who owns what you build?
You do. The workflow map, prompts, configuration and documentation from the sprint and the build are yours, whether or not you keep us on for operations.
Can you work with the software we already use?
Usually, yes. We connect to common CRMs, scheduling tools, email, accounting software and, for clinics, the EHR. If a system has no way in, we tell you in the audit rather than after you have paid for a build.
Free AI audit · 30 minutes
Find the one workflow where AI pays back first.
A working session, not a sales pitch. We look at how work actually moves through your business and send you written findings, whether or not you hire us.
- The 2–3 workflows where AI would save the most time
- What it would take to build them, and what it would cost
- What to leave alone, and why
Request your auditReply within 1 business day