Problems Services Process About Contact Book Audit →
How It Works

From first call to live AI intake — four steps, clear ROI at every stage

We start by calculating exactly what missed inquiries are costing you. Then we build the system that stops it. No commitments until you've seen the numbers.

01
Step One
Discovery Call
A focused 30-minute call to understand how your business handles inbound calls, messages, and inquiries — and where leads are falling through the cracks. No pitch, no pressure. By the end we'll both know whether there's a real fit and what solving this could look like for you.
30 minutes — no preparation required on your end
We ask about your call volume, response times, and how follow-up works today
You leave with a clear sense of what's possible and what it costs
02
Step Two
Revenue Leak Audit
We map exactly where your business is losing money — missed after-hours calls, slow response times, leads that went cold, inquiries that got no follow-up. Using your own numbers, we calculate the revenue walking out the door every month and deliver a prioritised action plan. Valuable whether you work with us or not.
Delivered within 5–7 business days
Revenue loss calculated using your actual call volume and average transaction value
After-hours gaps, response time, and follow-up failures all benchmarked
60-minute results walkthrough — so the findings land with your whole team
03
Step Three
Build & Validate
We build your AI system around how your business actually operates — your services, your intake questions, your CRM, your follow-up sequences. Every component is tested against your real workflows before anything goes live. You see it working before it touches a single real lead.
Scope and deliverables agreed in writing before work begins
AI trained on your specific services, pricing, and lead qualification criteria
Tested against your real call flows and edge cases before launch
Integrates with your existing CRM and booking tools — no rip-and-replace
04
Step Four
Go Live & Scale
Your system goes live and starts recovering revenue from day one. Every missed call, web form, and text gets a response in under 90 seconds. Every lead gets followed up. Every month you get a clear ROI report — revenue recovered, leads qualified, bookings attributed, cost vs. return. No guesswork, just numbers.
Live within agreed timeline — no drawn-out soft launches
Real-time dashboard — every call, inquiry, and booking tracked in one place
Monthly ROI report tied to your actual revenue numbers
Optional retainer to keep expanding — new locations, services, or channels as you grow
Common Questions

What people ask before getting started

Do I have to start with the Audit?
We strongly recommend it. The Audit gives us both the map we need — where leads are leaking, how much it's costing, and what to fix first. Clients who skip it often build the wrong thing. The Audit protects your investment and takes the guesswork out of the build.
How quickly can the system go live?
The Audit takes 5–7 business days. A full AI build is typically live within 2–3 weeks of scope agreement — depending on integrations and how many channels we're configuring. We agree on a realistic timeline before work starts.
What does my team need to provide?
Basic call volume data, your current intake or follow-up process (even if informal), and a point of contact during the build. We keep demands on your side minimal — freeing up your team's time is the whole point.
Will this work with the tools we already use?
Yes. We build around your existing CRM, booking system, and communication tools — no rip-and-replace. During the discovery call we'll confirm your stack and flag anything that needs adjusting before we scope.
How do I know it's actually generating ROI?
Every retainer client gets a monthly ROI report — calls recovered, leads qualified, bookings attributed, revenue tied to your actual average transaction value. You'll see the cost vs. return every single month.
What if I'm not ready for a full build yet?
The Audit stands completely on its own. Many clients use it to build internal alignment and see the ROI case clearly before committing to a build. No pressure to go further — but most clients who see the number want to move quickly.
Step One

The first step is just a 30-minute call.

Tell us how many calls you get and what a new client is worth to you. We'll tell you exactly what the missed ones are costing — and what it looks like to stop losing them.

Book a Discovery Call → View Services & Pricing