No menu to guess from. We start with a short audit to see how your work actually flows, then scope a build to your business — whether you want to start small and grow into it, or go all in. You stay in control the whole way.
Getting Started
Every engagement starts with a free discovery call — a relaxed conversation about how your work actually flows. From there we scope exactly what to build and in what order, two ways to go depending on where you are today.
Step One
A relaxed conversation — you tell us what you're dealing with, we ask questions and answer yours, and we get a feel for whether this is even a fit. If it is, it leads naturally into a closer look at how your work flows, so we can map exactly where to start — the full system, or just the essentials. No pressure either way.
Schedule a Discovery CallJust a conversation — we only scope a build if it genuinely makes sense for your business.
For businesses that want a solid front door in place before building the rest.
The always-on front door for every new client — it captures, qualifies, and builds the client file before you ever pick up the phone. The foundation everything else grows from, so you start clean and start where you are.
For businesses ready to run the whole operation on it.
Everything from the Essentials, now running your whole operation — intake, scheduling, documents, payments, follow-ups, and reviews, all tracked and routed in one dashboard, your team trained and the whole thing in your hands. See everything move, in real time.
Each build also has a one-time setup, scoped to what we're standing up. Everything is month-to-month after launch — 30-day cancellation, no long contracts. We confirm your exact numbers with you on the call, never before.
What We Can Build In
You don't pick a number off a menu. These are the pieces we draw from — we scope the right mix to your business in the audit, custom-fit to how you already work, on the tools you already use.
Captures, qualifies, and builds the client file the moment a new inquiry comes in — where every engagement starts
Auto-drafted from client details, sent for e-signature, tracked and confirmed
Invoices and payments logged on their own — who's paid, who hasn't, no chasing it down
Every date flagged before it's a problem; follow-ups sent on time, automatically
The right person pinged the moment it's their turn — no handoff stalls
Calendar booking, reminders, and no-show follow-up — synced to your calendar
Auto-stage progression, tagging, and task creation — see where every client stands
Follow-ups, nurture campaigns, and reactivation drips that send themselves
Every intake, document, note, and email pulled into one complete client file — assembled automatically, not rebuilt by hand
Calls and consults recorded, transcribed, and summarized straight into the client file — the details you gather captured without anyone typing them up
24/7 website chat for intake, FAQ, and appointment booking
An EN/ES AI receptionist that answers calls, collects info, and books appointments
Intake, booking, and updates via WhatsApp — bilingual
Auto-request reviews at the right moment, monitor feedback, draft responses
Custom reporting on clients, conversions, and where time goes
We only build what genuinely helps — automation leads, and AI is used where it earns its place, always with you approving what goes out. The audit decides which of these you start with.
See the Value
Pick your business type and adjust the sliders to see the time and revenue a custom system could put back in your month. A rough estimate to start the conversation — your real numbers come out of the audit.
Adjust the sliders to match your business. Estimates based on industry averages — not a quote.
Questions
The Essentials build is typically live within about two weeks. The full system usually runs about 30 days end to end, depending on complexity and the integrations involved. We map the timeline with you on the call so there are no surprises.
Not at all. Everything is designed for owners and teams with zero technical background. You give us access, we set it up around how you already work, and we provide simple guides and training so your team feels confident from day one.
Because no two businesses run the same way. A short discovery call lets us see where your work actually leaks and what to build first — so you're investing in the pieces that move the needle for you, in the right order. It's diagnosis before prescription — and there's no cost to it, just a conversation to see if this is even a fit.
No. After the initial setup we work month-to-month. We believe the results should keep you, not a contract — so you can cancel any time with 30 days notice.
Absolutely — that's exactly what the Essentials build is for. We stand up the front door first so you have something solid to lean on, then layer on more as you and your team get comfortable. It's built to grow into the full system whenever you're ready.
We work with the tools you already use — e-signature like DocuSign, your CRM, scheduling platforms, email and SMS, Google Workspace, and many more. If you use a specific tool, just ask — chances are we can connect it. Nothing gets ripped out.