Question 1

What counts as a workflow?

Accepted Answer

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.

Question 2

What's an automation action?

Accepted Answer

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.

Question 3

What's a connected app?

Accepted Answer

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.

Question 4

What happens if I hit a limit?

Accepted Answer

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.

Question 5

What's a change request?

Accepted Answer

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.

Question 6

What's the difference between a creative draft and a finished creative?

Accepted Answer

A draft is a concept for review — a script, storyboard, or rough image or cut — so you can pick directions cheaply. A finished creative is the approved, quality-checked export, formatted and ready to run on your ad channel. Managed Growth includes 8 drafts and 3 finished creatives a month; extra finished exports are quoted.

Question 7

Is there a contract?

Accepted Answer

90-day initial term — your setup investment needs time to pay off — then month-to-month with 30 days' notice.

Question 8

Do you guarantee results?

Accepted Answer

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.

Question 9

Do you replace our front desk?

Accepted Answer

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.

Question 10

Do you offer custom builds?

Accepted Answer

Yes. Complex systems, custom integrations, HIPAA-sensitive workflows, multi-location routing, and advanced dashboards are priced separately with a setup/build fee.

Proven workflows for busy teams

Lead Capture Foundation

Ops Monitoring Kit

AI Voice Triage

Ad Creative Loop