Your business works. Now make it scale.
For growing teams. The model works, the clients are real, and the owner is still the bottleneck on every meaningful operation in the business.
"My practice manager and I were drowning in intake. Now patients onboard themselves and we hire without dropping anyone."Composite scenario · 3-location professional services firm
A three-location physical therapy practice was buried in admin. We built multi-intent call routing, patient intake automation, and an onboarding sequence for new hires. The owner got roughly fourteen hours a week back. Incomplete intakes dropped to zero.
Three pillars. Scale depth.
Pillar 01
Inbound capture & response
- AI phone agent with multi-intent routing that books, qualifies, escalates, and takes messages
- Automated SMS follow-up on every inbound inquiry
- CRM with pipeline stages, lead scoring, and triggered sequences
- Multi-channel intake from phone, web, and referral, all feeding one system
Pillar 02
Operations automation
- Client and employee onboarding fully automated
- Multi-step follow-ups with conditional logic
- Internal notifications and escalations that fire based on outcome
- Monthly performance reports across every workflow
Pillar 03
Systems integration
- 4–6 tools connected: phone, CRM, calendar, email, SMS, scheduling/HR
- Event-driven, so actions fire automatically based on what happens in the business
- One source of truth across every tool
- Quarterly demand-gen landing page plus email infrastructure
How it runs.
Build time. 4–6 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, two new automations per quarter, and one demand-gen landing page per quarter.
What we need from you. A kickoff call, weekly 30-min reviews during the build, and a launch handover. Roughly six hours total across the build window.
What you get. Loom walkthroughs of every workflow, a one-pager per system, and a direct Slack channel for adjustments and new requests.
Best fit: 2–10 employees · 1–3 locations · real client baseReady to step out of the middle?
Book a 30-minute discovery call. We'll tell you exactly what we'd build and what it would cost.
Book a discovery call