A short audit first. Then only what you need.
Four steps from the first call to a build that is working and looked after.
Free call. Call length: 20 minutes
The four steps
Free call
You: You tell us how inquiries reach you today and where they get stuck.
We: We listen, ask questions, and say honestly whether automation could help.
Short audit
You: You share a few examples of real inquiries and show us how they are handled.
We: We review the process and tell you what is worth building, and what is not. You get a short written summary of where inquiries get stuck.
Small fixed build
You: You review the replies and the questions, and approve them.
We: We build only what was agreed, in your tone of voice, with a handover to a person built in.
Review and care
You: You tell us what you see once real inquiries come in.
We: We check how it runs, make changes, and keep it working through the care plan.
Timing and pricing depend on scope. Both are agreed before any build starts.
After the build
A care plan covers monitoring and changes after launch, so the build keeps fitting how your team works. Details of the plan are shared on the free call.
What we need from you
- Access to the places where inquiries arrive
- A few examples of real inquiries
- One person who can make decisions
Data handling in one paragraph
A build handles inquiry details such as a name, contact details and the question asked. Before it goes live, we tell you what it stores and where it goes. At launch, builds do not handle patient records, health information or tax records.
Privacy and noticesA few questions first
What is the short audit?
A review of how you handle inquiries today. It can end with 'you don't need automation here'. You get a short written summary of where inquiries get stuck and what is worth automating. Pricing is shared on the free call.
How long does it take?
Timing depends on the scope. The audit comes first, then we agree the scope and the timing before any build starts.
Who owns what is built?
You own the finished workflows once you have paid for them. I keep my general methods and templates, and I do not reuse your data for other clients. The terms are agreed before a build starts.
Start with a short audit. Build only what you need.
If automation is not the right fix, we will tell you.
Book a free callFree call. Call length: 20 minutes