For financial advisors and clinics
Your marketing brings the leads.We make sure they get followed up, booked and measured.
One system for intake, follow-up, scheduling and reporting, built on the tools you already use.
What we do
- 01
Every inquiry and registrant gets a reply in minutes, not days.
- 02
Interested leads book straight onto your calendar.
- 03
You see which campaign brought each booked appointment.
Client result
A family services clinic: AI agents now handle about 80% of its manual intake and booking work.
How it works
- 01
Connect
We plug into your forms, CRM and calendar. No rip-and-replace.
- 02
Follow up
Every lead gets a fast reply and consistent follow-up until they book or say no.
- 03
Measure
One dashboard shows leads, bookings and where each one came from.
Tiers
Core
Branded intake forms, a staff console, and routing into your CRM or EHR.
Operations
Everything in Core, plus follow-up automations and a weekly exception report.
Growth
Everything in Operations, plus scheduling, registrant follow-up and a source-to-booking dashboard.
Pricing depends on your systems and integrations. We'll scope it on a call.
Questions
- Is this secure and compliant?
- We build for regulated businesses, including HIPAA-covered clinics and SEC-registered advisors, with access controls and vendor agreements where required.
- Which systems does it work with?
- Common CRMs, EHRs and calendars. If yours has an API, or even if it doesn't, we can usually connect it.
- How long does setup take?
- Most systems go live in 3 to 4 weeks.
- Do I have to replace my current tools?
- No. We build on top of what you already use.
