You don't need another tool to manage. You need to know where work gets stuck, what it's costing you, and whether a change is worth paying for. We review your calls, quotes, scheduling, and follow-up, then give you a written plan. If AI isn't the right fix, we'll tell you.
One flat $1,000. Exact scope confirmed with you before work begins. No retainer, no lock-in.
You're on a job when the phone rings. A quote needs a callback. Someone writes down a message, but nobody knows who was supposed to handle it.
Those are different problems. An AI receptionist might help with one. A better callback process might fix another without adding a subscription.
We walk through what happens now, find where it breaks down, and compare fixes against the cost of leaving it alone.
Owners of service businesses who have a recurring problem with calls, scheduling, quotes, or follow-up, but aren't sure what to change first.
If you already know you just need phone coverage, ask us about the receptionist service directly. You don't have to buy an assessment first.
We separate what the records show from what we have to estimate.
Some callers aren't customers. Some call back. Some would never have booked. Counting every missed call as lost revenue makes the numbers look good, but it doesn't tell you what to do.
We'll use the call records and job information you can provide. When something is unknown, the report says so. We'll show the assumptions behind any estimate and consider costs and margin, not just the size of a job ticket.
No usable call history? We can still map the workflow, but we won't claim to have measured lost revenue. The report will identify what you need to track.
One fixed-scope review. A written plan you own. No required subscription.
The review, written findings, and walkthrough. Implementation, software, phone service, and ongoing support aren't included.
Any follow-on work gets a separate scope and price. Nothing gets installed or changed as part of this assessment.
If the right answer is to skip AI, that's the recommendation you'll get. The value is a supported decision, not a promise of savings.
Plan on 1 to 2 weeks from kickoff to the written report, depending on the agreed scope and access to records. We'll confirm the schedule before work starts.
Tell us what's getting in the way. We confirm what we'll review, what information we need, and the $1,000 fee in writing before you commit.
Set aside 60 to 90 minutes by phone or video. We follow a request from first contact to the next action, including the handoffs that don't go to plan.
We build the written findings from your workflow and available records. Recommendations include assumptions, costs, limitations, and what to measure.
We explain the priorities. You decide what to do. There's no obligation to hire us for implementation.
Tell us what kind of business you run and where work gets stuck. We'll follow up within one business day to discuss fit and confirm the scope. This is an inquiry, not a payment or a commitment.
