aI agents
AI & Automations
Automations will save you HOURS and HOURS and HOURS...
It DOES NOT matter what business you are in. The bottom line is that with the advent of AI, and a number of other tools that enable you to find, interpret, and re-purpose content in so many different ways, you can free up hours of your time every week. That is the real benefit of using AI & Automations.
Custom AI Agents
We build automations based on your business processes, not generic ones...
Each of our clients gets custom built automations tailored to suit their own needs and business flows. This is white glove service...
A Simple Automation
inquiry Request for info on solar install
When a homeowner submits a quote request on your website, this automation instantly captures their information and kicks off a personalized nurture sequence designed to move them toward booking a consultation.
1. Within 60 seconds of form submission, the lead receives a personalized email thanking them for their interest, confirming their details, and providing an immediate value piece—like a guide on "How Much You Can Save with Solar in Los Angeles."
2. Simultaneously, the system adds them to your CRM, scores them based on their inputs (home ownership status, electric bill amount, timeline), and notifies your sales team via (sms, whatsapp, etc...) if they're a hot prospect.
3. Over the next five days, the automation delivers a carefully timed sequence: Day 2 sends an email breaking down the solar tax credits and financing options available in 2025, Day 3 triggers an SMS checking if they have questions, Day 4 delivers a case study showing a local homeowner's installation and savings, and Day 5 sends a final email with a limited-time offer to lock in current pricing along with a direct calendar link to book their free consultation.
Every touchpoint is tracked, so your team knows exactly which leads are engaging and when to reach out personally.
***Now, with AI Agents, we can even have them called and if they prefer to speak with a live person? Just "press 1" and they get connected directly to YOU! It's not about closing the lead today, it's about nurturing the sales process.
Solar Lead Capture & Nurture
From website visitor to booked consultation — fully automated lead qualification and follow-up sequence
For Med-Spa's & High Touch Clientele...
This automation transforms how your med spa handles client communication—eliminating no-shows, reducing front desk workload, and keeping patients engaged without requiring a single manual text.
1. When a client books an appointment, the system automatically sends a personalized confirmation with details about their upcoming procedure, what to expect, and any prep instructions specific to their treatment.
2. 48 hours before the appointment, they receive a friendly SMS reminder with a one-tap option to confirm or reschedule—if they need to move their appointment, the AI assistant presents available time slots and handles the rebooking instantly, updating your calendar in real-time.
3. Between booking and arrival, clients can text back with common questions like "How long will my Botox appointment take?" or "Can I wear makeup after my facial?" and the AI responds immediately with accurate, pre-approved answers tailored to each service you offer. When a question falls outside the AI's scope—pricing negotiations, medical concerns, or complex scheduling requests—the system seamlessly escalates to your front desk team with full conversation context, so your staff can jump in without the client having to repeat themselves.
4.The result: no-shows drop dramatically, your team spends less time on routine back-and-forth, and every client feels like they have 24/7 concierge-level access to your practice.
Med Spa Client Management
Automated appointment reminders, AI-powered Q&A, smart rebooking, and seamless staff escalation — all via text message
Frequently Asked Questions
Do you have a free trial?
We have a no questions asked 60 day refund policy. Offering a "14 day Free Trial" free trial is useless as it won't give you enough time to truly evaluate.
How do I access the software?
You will have your own login from your business website, as well as a mobile app on your phone.
How many users can I have on my plan?
With both of our plans you can have unlimited users on your account.
How do I cancel?
Send an email to [email protected] and your account will be cancelled.
Transform how you run your business with our all-in-one platform.
We're on a mission to help 100 business owners!
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