Software & AIAI automation
Take the busywork off your team's plate.
Automations that route the lead, read the document, write the first draft, send the reminder and update the CRM. AI makes the judgment calls in the middle, and your team keeps the work that needs a person.
- SonríeOur own AI product, used by dental practices
- English and SpanishAgents and interfaces in both languages
- In your nameThe accounts, code and data stay yours
- One teamThe same people who run your marketing
- 01
Lead routing
New leads sorted, scored and sent to the right person or sequence the moment they arrive.
- 02
Follow up and reminders
Texts and emails that go out on time, every time, and stop when someone replies.
- 03
Documents and data entry
Forms, PDFs, emails and intake paperwork read by AI and entered where they belong.
- 04
First drafts
Posts, replies, descriptions and reports drafted in your voice, for a person to approve.
- 05
Reports that write themselves
Numbers pulled, summarized and sent on a schedule.
- 06
Connections between your tools
CRM, calendar, email, spreadsheets, accounting and the apps your team lives in.
Is it right for you?
Who this works for.
A good fit if
- Your team copies information between tools by hand
- Follow up depends on someone remembering
- The same documents get read and retyped every day
Probably not yet if
- The process changes every week. Settle it first, then automate it
Sound like your business? Twenty minutes with the person who would run your account, and you will know what we would do first.
How we run it
Automate the task that costs the most first.
- 1
Time audit
We map where your team's hours go and which tasks repeat.
- 2
First win
One automation with a clear payoff, built and tested on real work.
- 3
Run it alongside
It runs next to your team until its results match what a person would do.
- 4
Keep going
Then the next task, with a running log of the hours saved.
What you will see
What you will see.
- Tasks completed, week by week
- Time saved, estimated task by task
- Every item a person had to check or fix
- A list of what we could automate next
Every agent and tool keeps a record of what it did, so you can check its work.
Our standards
- Your accounts, in your nameAd accounts, analytics, code and content belong to you, including if you leave.
- One named personA contact you can call directly, who knows your account.
- Straight reportsEverything we can track, in plain English, and a clear line where tracking stops.
- English and Spanish since 2016Bilingual from day one, written by native speakers.
Questions
Before you call.
Works well with
Works well with it.
Start here
Tell us what you want to build.
Send the idea, the problem or the half finished project. We will tell you honestly what it would take, and whether AI belongs in it.
Rather talk now? Call (904) 206-8877.