Automation & Workflows

Your Business
on Autopilot.

We build trigger-based workflows that handle lead routing, follow-up sequences, appointment reminders, review requests, and more — running 24/7 without anyone on your team touching them.

New Lead Workflow — Running Live
Trigger: New lead from AI Voice Agent
Fires immediately on call completion
Action: Send welcome SMS + email
Within 2 minutes of trigger
Action: Add to CRM, tag & assign
Auto-routed by service type
Action: Schedule 3-day follow-up
If no appointment booked yet
Running 24/7 142 leads processed this month
What's Included

Every Repetitive Task. Automated.

We map your business process, build the automation, and monitor it — so your team focuses on work that actually requires humans.

Lead Routing

Every new lead automatically tagged, categorized, and assigned — by service type, location, or custom rules you define. Zero manual sorting.

🔄

Follow-Up Sequences

Multi-step email and SMS sequences that run until a lead responds or books. Stops automatically on reply so no one gets spammed after they convert.

📅

Appointment Reminders

Confirmation, 48-hour reminder, and same-day reminder sent automatically. Dramatically reduces no-show rates with zero staff effort.

Review Requests

After every positive interaction, an automated review request goes out at the right moment. Build your Google and Yelp reputation on autopilot.

🔗

System Integrations

Connect your phone, calendar, website, CRM, and practice management system. Data flows between everything without manual transfers.

📊

Workflow Analytics

See every workflow's performance: triggers fired, steps completed, conversion rates, and time saved. Optimize based on data, not guesses.

Get Started

Stop Doing Things
That Should Be Automated.

If your team is manually sending follow-up emails, routing leads, or reminding patients about appointments — we can automate all of it this week.

We map your process · Build every workflow · Monitor and optimize ongoing