AI implementation for your business, set up and watched by people who know the plan.
Voice receptionist, website chat, missed-call text-back, and light CRM or scheduling automation — with a human handoff and a monthly review. This is how we put AI to work inside a larger plan for where the business goes next, set up and watched by the same senior people who hold that plan — not a claim that AI alone transforms the company.
Who it’s for.
A fit when
Inquiries already come in, and some of them are getting lost at the front desk — a missed call, a form that sits, a chat no one is covering. It can be added to a growth plan, or priced on its own if that’s the clearer starting point.Not a fit when
You need a system that gives unsupervised legal or medical advice, or you want something you can set up once and ignore. We don’t offer that, and we won’t claim a HIPAA badge we don’t have.What’s included.
Voice, chat, or missed-call text-back.
Light CRM or scheduling automation.
A human handoff.
A monthly review.
Questions to ask before starting any AI implementation.
These are useful whether you hire us, hire someone else, or do the work in-house. A vendor who can’t answer them clearly is a risk.- What happens when the system doesn’t know the answer? Does it guess, go quiet, or hand the conversation to a person?
- Who is allowed to change the prompts, the hours, or the handoff rules? If that isn’t named, the system will drift.
- Where do the conversations live? If they don’t land in a CRM or an inbox someone checks, you’ve added a new place for leads to disappear.
- What is this system not allowed to say? Especially on legal, medical, financial, or personal topics. Write that down before anything goes live.
- Who reviews this, and how often? A monthly look at what was handled and what was missed is part of the work, not an extra.
What the first 30 days usually look like.
A careful rollout, not a launch stunt.- Access and a map. We get access and map how the front desk actually works today.
- One or two channels. We set up one or two channels, test the handoff, and make sure conversations land in the CRM or inbox you already use.
- A first review. We look at what’s happening before we add more.
What this is not.
- This is not a legal or medical advisor, and it is not unsupervised advice.
- We will not claim a HIPAA badge we don’t have.
- This is not a set-and-forget install.
- It is not a replacement for a marketing retainer, and it is not the right starting point for every business.
How pricing works.
Setup and a monthly fee, quoted after a short fit conversation. Pricing depends on call volume, channels, and what we have to connect.Common questions.
How quickly will this be live?
We don’t promise a 48-hour launch. The first month is a careful rollout: access, a clear picture of the current front desk, one or two channels, a tested handoff, and a first review. Exact timing depends on channels and integrations, and it’s set in the agreement.
Will this give legal or medical advice?
No. It is not an unsupervised legal or medical advisor. For healthcare or legal uses, we only proceed on a path Tom and counsel approve.
Is this the same as marketing automation?
Marketing Automation is the CRM, follow-up, and workflow layer of this offer. This page is the full front-desk offer, including that layer, plus voice, chat, missed-call text-back, a human handoff, and a monthly review.
Can I add this if I already work with you?
Yes. It’s priced separately from the marketing retainer, and you can add it without replacing your plan. Use the contact form and check that you’re a current client.