Share how your class scheduling, waitlist management, and member experience workflows run today. We'll review it and recommend the highest-impact automation opportunities.
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A human reviews every submission and follows up with an audit summary and recommended pilot workflow.
What counts as a workflow? One automated job with a clear trigger and result — like 'missed call gets a text back' or 'new lead lands in your CRM and gets a follow-up sequence.' Ready-made workflows use one slot; bigger custom builds are quoted separately.
What's an automation action? One completed step — one text sent, one record updated, one notification fired. We map exactly how actions are counted for your tools before you sign anything.
What's a connected app? One of your business accounts (CRM, calendar, phone, accounting) securely linked in. Your plan includes several; adding more is a one-time setup charge, never a monthly toll.
What happens if I hit a limit? You get an alert at 70% and again at 90%. Nothing extra is ever billed without your approval — you choose to add a block or let it pause. No surprise metering, ever.
What's a change request? A small adjustment — a new notification, a tweaked message, changed routing. Your plan includes two each month; bigger or extra changes get a simple quote first, and nothing is ever billed without your approval.
Is there a contract? 90-day initial term — your setup investment needs time to pay off — then month-to-month with 30 days' notice.
Do you guarantee results? No — and be wary of anyone who does. We report real numbers monthly and target systems worth at least 3x their monthly cost to your business.
Do you replace our front desk? No. We help your team capture more opportunities and reduce repetitive work. The system supports your staff, handles routine follow-up, and gives your team more visibility.
Do you offer custom builds? Yes. Complex systems, custom integrations, HIPAA-sensitive workflows, multi-location routing, and advanced dashboards are priced separately with a setup/build fee.