How We Work & What It Costs
A clear path from discovery to deployed automation. No surprises, no hidden fees.
How Much Is Phone Tag Costing Your Front Desk?
Booking, confirming, reminding, and chasing intake forms eats roughly 10–15 minutes of front-desk time per visit. Multiply that across every patient and the math gets painful fast.
12.0 hrs/week of front-desk time on phone tag, reminders, and intake chasing. Self-serve booking + automated reminders + intake links typically reclaim 70–85% of that.
From First Call to Working System in 30 Days
A clear path from discovery to deployed automation.
Discovery Call
Free 30 minute call to understand your business, workflows, and pain points
Workflow Audit
We map your processes, identify bottlenecks, and size the automation opportunity
Blueprint & Proposal
You receive a clear implementation plan with scope, timeline, pricing, and expected ROI
Build & Test
We build the automation and test it with your real data
Deploy & Train
Go live with training for your team and detailed walkthrough guides
Support
30 days included support after launch, plus an optional monthly retainer for monitoring, fixes, and small changes
The Path Forward
Every engagement follows the same proven path. Start with clarity, build with confidence, scale with support.
Workflow Audit + Blueprint
1 to 2 weeks
The entry point. A flat-fee diagnostic priced by complexity. We map your workflows and deliver a scoped implementation plan in hours and dollars.
- Current-state workflow review
- Bottleneck and cost analysis
- Tool stack assessment (rewire vs. build new)
- Automation opportunity sizing in hours
- Scoped build plan with hour bands and expected ROI
You walk away with a clear picture of what to automate, what it'll cost in hours, and what the ROI looks like. Most clients move straight into the build.
Build & Deploy
Days to weeks, depending on scope
We build the workflow live. Billed hourly at our blended $50/hr rate, scoped in hour bands so you see exactly what each piece costs before we start.
- Workflow built and deployed live
- Tested with your real data
- Team walkthrough and basic training
- SOPs and handoff documentation
- 30 days post-launch support included
Once one workflow is running on autopilot, the next question is always: what else can we automate?
Ongoing Support
Ongoing
Optional monthly retainer for monitoring, fixes, and small changes. Managed ($200/mo, 4 hrs included) or Premium ($400/mo, 8 hrs + priority response). Above-cap work billed at the standard $50/hr.
- Monitoring and small fixes inside the included hours
- Monthly review of what's running and what's drifting
- Priority response on Premium
- Above-cap work quoted at the standard $50/hr
- Cancel any time with 30 days notice
Ready to Get Started?
Book a free 30 minute discovery call. No pitch, just a conversation about your workflows and where the biggest wins are.