Three pre-built setups for businesses that want to start using AI right now. Up and running in 1–3 weeks. No big upfront cost, no months-long project. Best when you want AI working soon — and most of our clients start here, then grow into custom work later as their business changes.
An AI voice receptionist, automated SMS reminders, and Google review automation — built on production-grade infrastructure, deployed in 7–10 days. The fast on-ramp for solo operators and small teams that want to stop missing calls and no-shows.
If you're a single-location service business losing calls when you're with clients, missing leads after hours, and watching no-shows kill your margins — this is the fastest way to stop the bleeding without committing to a long AI Workflows engagement.
Salons, dental offices, single-location service shops, solo consultants. Anywhere the owner is the receptionist and the receptionist is also doing the work.
Small teams without dedicated front-desk coverage. Calls go to voicemail when everyone's heads-down on customer work — and you find out about lost leads days later.
You've heard about AI agents but haven't bought one. Or you tried a templated agency and got something that sounds like a robot. This stack ships production AI without the commitment of a multi-month build.
Everything in the Starter Bundle runs on the same multi-LLM, multi-cloud infrastructure that powers the Custom Tier — same engineering rigor, packaged for fast deployment.
Dedicated phone line with an AI agent that answers, qualifies, books, and routes — in a natural voice trained on your business. Identifies itself as AI; never deceives callers.
Pre-appointment texts that confirm or reschedule. Cuts no-shows by roughly 50% across the businesses that have deployed this — the single highest-ROI piece of the stack for most operators.
Post-visit SMS that nudges happy customers to leave a Google review. Higher review velocity → better local SEO → more leads. Compounding effect over months.
Email report each month: calls handled, leads captured, no-shows prevented, reviews requested, conversion metrics. Decide if it's working with real numbers, not vibes.
Direct support from the engineer who built your stack — not a tier-1 ticket queue. Most issues get resolved same-day.
These are the operational shifts most Starter Bundle clients see in the first month. Real numbers vary by vertical and call volume — but the direction is consistent.
A standard runbook, run the same way every engagement. You'll know what's happening on each day and what's expected of you (which is mostly: answer a few questions, then let us build).
We capture how you greet customers, your service list, hours, FAQs, and a short list of "if this happens, do that" rules. Most kickoffs run 30 minutes and that's all we need from you on day one.
Dedicated phone number provisioned through our carrier. Agent built on your business profile, tested against the common call patterns for your vertical.
Reminder cadence configured. Review-request flow set up against your Google Business Profile. A short test sequence runs against your team.
Live walk-through call. You'll dial in and hear what your customers will hear. We adjust on the spot if needed. Agent goes live by day 10. Calls start flowing.
Numbers arrive in your inbox. We schedule a 15-min check-in if anything needs tuning.
Yes. Our agents identify themselves as AI when asked, and on first contact in regulated verticals. Production AI shouldn't deceive callers — and frankly, most customers don't mind once the agent is solving their problem quickly.
Starter Bundle doesn't require any vertical software integration — it works with your existing phone number and Google Business listing. Software integrations come in with the Growth Bundle.
Every agent is configured with a fallback that captures the caller's name, number, and reason for calling, then texts you within seconds. No call gets lost — even when the AI hits its limits.
Yes. You get a daily call log with full transcripts, plus the monthly report. If you ever wonder "what did the agent say to that caller?", the answer is one click away.
Month-to-month, no lock-in. We'd rather earn the next month than trap you.
The Starter Bundle is not HIPAA-conformant by default. Healthcare practices handling PHI should look at the Pro Bundle, which deploys with BAAs and a HIPAA-conformant infrastructure profile.
Multi-channel automation, AI lead qualification with auto-booking, lapsed-client reactivation, and one vertical software integration. The stack most clients land on — built for businesses with real call volume, real bookings, and one main software system that needs to talk to AI.
If you've grown past the solo-operator stage — you have a small team, a real booking system or POS, and you're starting to lose leads in the cracks between phone, email, and your existing tools — this is the stack that ties it together.
Small teams with one or two people answering phones, but not consistently. Lead capture is patchy. After-hours leads are mostly lost. The owner is the bottleneck for everything that touches sales.
You run on Square, Vagaro, Mindbody, ServiceTitan, Booker, Acuity, Jobber, or similar. The AI agent needs to read availability and book directly into that system — not just send a text and hope.
Customers reach out through phone, web form, Instagram DM, Yelp message, Google Business, and email. Right now those go to different places and most don't get followed up. Multi-channel automation fixes that.
Growth Bundle starts with the full Starter Bundle — voice agent, SMS reminders, review automation — and adds the multi-channel and integration layer that turns AI from "stops missing calls" into "actively grows the business."
AI voice receptionist, SMS reminders, review automation, monthly reporting, direct support. The full Starter Bundle capability set is included.
Coordinated SMS and email sequences for confirmations, reminders, follow-ups, and reactivation. Right channel for the right moment, instead of blasting everything via text.
The voice agent doesn't just take a message — it asks the qualifying questions you'd ask, reads your real-time availability, and books the appointment directly into your software. Hot leads close themselves.
Customers who haven't been back in 60/90/180 days get a personalized SMS or email sequence built around their last visit. Cheapest leads you have are the ones who already bought once.
Square · Vagaro · Mindbody · Booker · Acuity · ServiceTitan · Jobber · Toast · Lightspeed — one of these (or similar) wired into the agent for real-time availability, customer lookup, and booking.
Every two weeks, a 30-min call to review what's working, tune the agent based on real call transcripts, and adjust automations. Not "here's a dashboard, good luck" — actively iterating with you.
The Growth Bundle's economics come from three places: leads that used to leak, no-shows that no longer happen, and lapsed customers who come back. Real numbers vary — but most Growth clients see meaningful movement on all three within two months.
Growth deployment looks like Starter plus a software-integration phase. We build, you review at two checkpoints, and we go live.
60-minute kickoff. We capture your business voice, your services, your booking rules, your customer lifecycle stages, and the access we need to your booking software. By end of day 2 we have everything we need.
Voice agent built and tested. SMS and email cadences built for confirmations, reminders, and reactivation. Vertical software integration wired up so the agent can read availability and book.
Walk-through call. You dial the agent and run real scenarios. We adjust voice, qualifying questions, and booking rules in real time. This is the moment to push back on anything that doesn't sound like you.
We pull your customer list, segment by recency, and build the lapsed-client campaign against your real history. Final QA against the booking software, edge cases tested.
Agent goes live on a staged rollout — a fraction of inbound traffic first, then full. You're watching real calls and bookings come in. We're tuning live for the first 48 hours.
30 minutes. We review call transcripts, booking funnel, reactivation results. Tune the agent and the cadences based on what's actually happening, not assumptions.
The integration list is the most-common stack — Square, Vagaro, Mindbody, Booker, Acuity, ServiceTitan, Jobber, Toast, Lightspeed, plus a few others. If yours isn't there, we'll tell you upfront on the discovery call. Most modern booking systems with a public API can be integrated; some legacy ones genuinely can't, in which case the Custom Tier is the right path.
Through your booking software's API. The agent reads your live calendar before quoting times, and books the appointment directly back into your system — same as if a staff member did it manually. No double-bookings, no callback delay.
Yes. We build qualification flows around the real questions you'd ask: budget range, urgency, service type, location. The agent routes high-intent leads to immediate booking and passes lower-intent ones to a follow-up sequence.
The Growth Bundle's automations run on its own infrastructure but can hand off to Mailchimp, Klaviyo, or similar if you want broadcast campaigns to keep running where they are. We don't replace what's working — we fill the gaps.
Month-to-month, no lock-in. We'd rather earn the next month than trap you.
The Growth Bundle is not HIPAA-conformant by default. Healthcare practices handling PHI should look at the Pro Bundle, which deploys with BAAs and a HIPAA-conformant infrastructure profile.
A custom RAG knowledge base on your policies and FAQs, multi-step lead-to-close orchestration, a real-time KPI dashboard, and a HIPAA-conformant deployment with BAAs in place. The stack for multi-location service operators, regulated practices, and businesses where the productized layer alone isn't enough.
Pro Bundle is the bridge tier — the entry point for clients whose operations have grown past what a productized bundle alone can handle, but who don't yet need (or aren't ready for) a multi-month AI Workflows engagement. Many Pro clients become Custom Tier clients within a year.
Multi-location service businesses. Med spas, salons with multiple locations, fitness studios, dental groups, larger trades operations. Operations with enough complexity that "what does the agent say to a caller asking about service X?" has a real, written answer.
Healthcare practices, behavioral health, dental groups, financial advisors. Anywhere the agent will encounter PHI or other regulated data, and where compliance posture isn't optional. BAAs in place before any PHI touches the system.
You have a body of FAQs, service descriptions, policies, and protocols that your team should answer the same way every time. The Pro Bundle turns that material into a knowledge base your agent draws from — instead of you re-explaining "what's our cancellation policy" forty times a week.
Growth Bundle handles the call, the booking, and the customer lifecycle. Pro Bundle adds the knowledge layer, the orchestration layer, the visibility layer, and the compliance layer — the four things that separate productized AI from real custom engineering.
Voice agent, multi-channel automation, AI lead qualification with auto-booking, lapsed-client reactivation, vertical software integration, bi-weekly optimization. The full Growth Bundle is the foundation.
Your FAQs, policies, service descriptions, pre-visit protocols, and post-visit instructions ingested into a retrieval-augmented generation system. The agent draws from your material when answering — not generic web data, not invented "facts."
For high-consideration verticals (healthcare, financial, anything with a sales cycle longer than a single call): a stateful flow that spans first contact → qualification → consult booking → reminder → post-consult follow-up → close, across channels, without leaks.
A web dashboard showing calls handled, leads captured, no-shows prevented, reactivations, conversion funnel, and revenue attribution. Mobile-friendly, role-aware, with a daily AI-generated summary in plain English.
Infrastructure profile that meets HIPAA technical safeguards. BAAs signed with all vendors that touch PHI. Audit logging, role-based access, encryption at rest and in transit. The compliance posture documented for your records.
Weekly 30-min strategy call with a named point of contact — the same engineer through the engagement. Not a tier-1 ticket queue and not a rotating account manager.
Pro Bundle outcomes show up across three dimensions: leakage stops at the operational layer, knowledge stops walking out the door, and visibility lets you actually run the business off real numbers instead of gut feel.
Pro Bundle deployments do real engineering work — not just configuration. The schedule reflects that: a discovery week, a build week, and a hardening/launch week. You'll have visibility into all three.
Day 1: 60-min kickoff. Days 2–4: stakeholder interviews (typically 3–5 people across operations, clinical/compliance, marketing). Days 5–7: knowledge base material collected — FAQs, policies, service descriptions, protocols — and reviewed with you for accuracy and completeness.
Knowledge base ingested, embedded, and tested with your real questions. Voice agent built against the new knowledge layer. Multi-step orchestration designed for your specific funnel. Dashboard wired to real data sources. Mid-build review call at end of week 2 — you see everything working.
BAAs executed with all vendors. HIPAA technical safeguards verified — encryption, access controls, audit logging, retention policies. Eval suite run against the agent (clinical accuracy, FAQ correctness, refusal behavior on out-of-scope questions). Pre-launch testing with your team.
Staged rollout — fraction of inbound traffic first, then full. We're tuning live for the first 72 hours. By day 21, you're at full traffic with the dashboard active and the named POC monitoring.
Weekly 30-min strategy call. Quarterly business review (60 min, structured agenda) that surfaces deeper operational pain — and is often where Custom Tier engagements get scoped for clients ready to grow further.
Technical safeguards: encryption at rest and in transit, audit logging, access controls with role-based permissions, secure communication channels, retention policies. BAAs with all vendors that touch PHI. We document the posture for your compliance records. We don't cover administrative or physical safeguards on your side — those are your operation's responsibility.
It's only as accurate as the source material — so we spend real time during discovery making sure the material we ingest is current and correct. We run an eval suite before launch that checks the agent's answers against your authoritative answers. The agent is configured to refuse questions outside the corpus rather than invent answers.
Yes. The Pro Bundle includes a content interface where your team can update FAQs, policies, and service descriptions. Changes flow into the knowledge base on a daily refresh. Major updates (new service line, policy overhaul) go through a structured update flow with eval re-runs.
Calls handled, leads captured, qualified-lead conversion rate, no-show rate, reactivation results, multi-step funnel conversion, daily/weekly/monthly trend lines, anomaly flags, and a daily AI-generated plain-English summary. Mobile-responsive. Role-based access for your team.
Pro is the bridge — it's the most engineered productized bundle we offer, but it's still productized. Custom Tier is where we leave templates behind: bespoke internal apps, computer-use agents, custom assistants on your own data, predictive ML. Pro clients are the highest-likelihood candidates for follow-on AI Workflows.
Month-to-month, no lock-in. We'd rather earn the next month than trap you.