Capture the inquiry
Bring a new lead into the right workflow as soon as they reach out.
AI-assisted lead follow-up, built around your business
Every inquiry gets a next step.
Turn missed inquiries into timely follow-ups and booked appointments with a workflow shaped around your business.
Talk through your workflowA tailored service. Ongoing care. Your tools stay yours.
LEAD-HANDLING EXAMPLESAMPLE ONLY
“Our cooling system stopped working. Can someone come this week?”
REQUESTCooling repair
TIMINGThis week
DETAILS SUMMARIZED
Residential repair
Near-term appointment
NEXT STEPResponse draftedReady for team routing
CAPTUREDUNDERSTOODROUTEDOUTCOME
Appointment status: awaiting update
Illustrative example. Each workflow is designed for the client’s process.
THE SERVICE
The work between “we got your message” and “you’re booked.”
We map the handoffs that slow down lead response, connect the systems you already use, and make the next action easier to follow.
Get the useful details
Categorize the request, pull out key information, and summarize the conversation.
Draft and route
Prepare an appropriate response and send the lead to the right person.
Follow through
Keep follow-ups moving and track whether an appointment was booked.
PRACTICAL AI, WITH A JOB TO DO
AI helps with the details. Automation carries the handoff.
AI can categorize requests, extract key information, summarize conversations, and help draft replies. Automation connects those steps to your existing systems, while your team stays responsible for the customer relationship.
See how the service is pricedMADE FOR YOUR PROCESS
01
Your forms, inbox, CRM, and calendar
02
One clear path for every inquiry
03
A person can step in where it matters
No software access fee. Implementation and ongoing service.
A GOOD PLACE TO START
One costly, repetitive handoff.
The best first workflow is narrow enough to improve and important enough to measure. That might be responding to a home-service request, routing a property inquiry, or keeping a consulting prospect from slipping through the cracks.
We start with your process, your tools, and what a useful outcome looks like.
IMPLEMENTATION + ONGOING CARE
A working workflow needs someone looking after it.
Clients pay for setup, maintenance, and optimization—not access to AI software. Your quote depends on the workflow and systems involved.
ONE-TIME
Setup & implementation
$1,000–$3,000
MONTHLY
Maintenance & optimization
$1,000–$2,500/mo
Illustrative ranges. Final pricing is based on an intake conversation and the scope of your workflow.
START WITH THE FOLLOW-UP THAT KEEPS SLIPPING