The fundamentals. Done right. Running automatically.
For the operator who's doing it all themselves and losing leads and hours to busywork that a basic automated system could pick up.
"I used to run leads from the truck at 9pm. Now I read them over coffee — most of them already booked themselves."Composite scenario · Solo service business
A solo insurance agent was losing 2–3 new clients a month because nobody was picking up fast enough on callbacks. We deployed a voice agent, set up a CRM, and connected both to his calendar. Inbound now books itself. Follow-ups send automatically. He opens his CRM in the morning instead of returning fifteen calls at night.
Three pillars. Reclaim depth.
Pillar 01
Inbound capture & response
- AI phone agent configured for your business, your products, your hours
- Every call answered, caller info captured, the lead routed to your inbox
- CRM set up so every lead lands in one place automatically
- Appointment confirmations that send without anyone clicking a button
Pillar 02
Operations automation
- Automated appointment reminders that bring no-shows down
- A follow-up sequence after every new inquiry
- Simple task notifications when something actually needs your attention
- A weekly activity summary in your inbox
Pillar 03
Systems integration
- 2–3 tools connected: phone agent, CRM, calendar
- Call ends, CRM updates, notification sends, reminder gets scheduled
- Nobody is rekeying data between any of these steps
How it runs.
Build time. 2–4 weeks from kickoff to fully running.
Investment. Quoted on the discovery call. We scope to what you actually need and tell you the number before any work starts.
Monthly retainer. Includes monitoring, tuning, and one new automation per quarter.
What we need from you. Roughly two hours of your time across the whole build: a kickoff call, a midpoint review, and a launch handover. After that we run quietly in the background.
What you get. A short Loom walkthrough of every workflow, a one-pager describing each system, and Slack or email access to us when something needs adjusting.
Best fit: solo operator · 1 location · 0–1 employeesReady to stop being the answering service?
Book a 30-minute discovery call. We'll tell you exactly what we'd build and what it would cost.
Book a discovery call