Speed to lead
Lead follow up
Every form, call and ad lead gets an answer in seconds, then a short sequence that keeps going until they book or say no.
Marketing Automation & AI
Every lead answeredin seconds,followed upuntil they book.
CRM setup, text and email follow up, reminders, review requests and AI assistants, built around how your business already works. The systems do the busywork, day and night, so your team can do the work only people can do.
126Websites built
$3M+Google Ads spend managed
8Industries served
2019Building since
01 / Build a workflow
Switch on the follow up
your business keeps forgetting.
The core path runs for every lead. Add the branches that fit your business, then send a test lead through and watch what happens on its own.
Branches
7 steps run on their own
01New leadForm, call, chat or ad lead
Missed call text backText the caller right away
02Instant replyText and email in seconds
03Into the CRMTagged by source and service
BookedAppointment on the calendar
Appointment remindersRemind the day before
Review requestsAsk for a Google review
Activity log example times
- Press run to send a test lead through.
02 / Always on
The office closes.
The follow up does not.
Most leads arrive when nobody is at the desk. Here is an example night, from closing time to the morning summary. Tap any moment to see what runs.
03 / AI, with guardrails
It answers at midnight.
And knows when to hand off.
It answers from a list of approved answers you sign off on. Anything sensitive, like pricing details or a medical or legal question, goes to a person with the conversation attached. Pick a question to see it work.
- Trained only on answers you approve
- Hands off to your team with the full conversation
- Never makes promises on your behalf
Website assistantReplied just now11:48 PM
Are you open on Saturdays?
Yes, we see patients on Saturdays from 9 to 2. Would you like me to send you a link to book a Saturday visit?
Answered from your hours
Example conversation for a fictional practice.
04 / What we automate
The busywork, handled.
Every lead, every time.
Start with the few automations that pay off fastest, then add more as your team gets comfortable. Everything runs on accounts in your name.
Nurture
Email and SMS sequences
Welcome series, offer reminders and helpful check ins, written in your voice and timed so they feel personal, not automated.
Fewer no shows
Appointment reminders
Confirmations, day before reminders and same day texts with directions, so fewer people forget and more people show up.
Reputation
Review requests
A thank you after the visit with a direct link to your Google review page, sent at the moment people are happiest.
One source of truth
CRM setup
GoHighLevel, HubSpot and similar, set up with pipelines, tags and stages that match how your front desk really works.
AI, with guardrails
AI chat and content assistants
A website assistant trained on your approved answers, plus AI helpers that draft replies, posts and emails for your team to review.
Know your numbers
Reporting automations
A weekly or morning summary of leads, bookings and sources, delivered to your inbox without anyone building a spreadsheet.
No double entry
Integrations
Forms, calendars, booking tools, payment and ad platforms connected, so data moves on its own instead of being retyped.
Platforms we set up and connect
- GoHighLevel
- HubSpot
- Zapier
- Make
- Google Workspace
- Google Calendar
- Calendly
- Stripe
- Mailchimp
- Klaviyo
- Twilio
- Slack
- Google Ads
- Meta Lead Ads
05 / Time back
How many hours
does follow up cost you?
Move the sliders to match your business. This is a rough estimate based only on your numbers, not a promise, and it is the first thing we measure properly in the free audit.
Hours back each month21About 2.6 working days, every month
Illustrative estimate: leads per week × 52 ÷ 12 × minutes per lead × the share you chose.
06 / How a project runs
From the first audit to systems
that run on their own.
One team maps it, builds it, writes every message and keeps improving it. You always know what is running and why.
Find the leaks
We look at how leads reach you today and where they slip away: slow replies, missed calls, forms that go to an inbox nobody checks, no shows and forgotten follow ups.
Map the journey
A simple map of every step from first contact to a booked visit and a review, with who does what. You approve it before anything gets built.
Build and connect
The CRM, forms, calendar, phone and ad platforms get connected and the workflows get built, using tools you own and can log in to.
Write every message
Texts and emails written in your voice, short and human, with the right compliance language for your industry and an easy way to opt out.
Test with real leads
We run test leads through every path, on every device, before anything goes live, and your team gets a short walkthrough.
Watch and improve
We check what gets replies and bookings, adjust the timing and the wording, and add new automations as your business needs them.
07 / Questions
Questions people ask
before they automate.
Something else on your mind? Ask it in the free audit and you will get a straight answer.
What is marketing automation, in plain English?
It is a set of rules that do the follow up for you. When someone fills out a form, misses a call or books a visit, the right text, email or task happens on its own, at the right time, every time. Your team handles the conversations, the system handles the reminders.
Will automated messages feel robotic to my customers?
Not when they are written well. We write short, human messages in your voice, send them at sensible times and stop the moment someone replies, so the conversation moves to a real person.
Which CRM do you work with?
We set up and connect GoHighLevel, HubSpot and similar platforms. If you already have a CRM we start with what you have. If you do not, we recommend one in the audit based on your size, budget and what your team will actually use.
What can the AI assistant answer, and what can it not?
It answers from a list of approved answers you sign off on, like hours, location, services and how to book. Anything sensitive, like pricing details, medical or legal questions, goes to a person. It never makes promises on your behalf.
Is texting customers allowed?
Yes, with consent. We set up opt in language on your forms, STOP and HELP handling, quiet hours and business texting registration, so messages are sent the right way and reach the phone.
What about HIPAA and private health information?
For medical and dental practices we keep health details out of marketing messages and analytics, and use tools that offer the right agreements when patient information is involved. Reminders and follow ups stay general on purpose.
Do we need to change our booking system or phone system?
Usually not. We connect what you already use where we can, and only recommend a change when the current tool cannot do something important.
How long does it take to set up?
A first set of core automations, like instant lead replies, reminders and review requests, can go live quickly. Larger builds with a new CRM and many workflows take longer. You get a written plan with dates after the free audit.
Who owns the accounts and the data?
You do. The CRM, the phone numbers, the email sending and the data are set up in your name. If you ever leave, everything stays with you.
Free automation audit
See where your leads
are slipping away.
A free look at how fast you reply, what happens after hours, missed calls, no shows and reviews, with the automations that would pay off first. You keep the findings either way.