How It Works
A clear, async process that gets your AI booking and follow-up system installed with human QA and verification.
The Process
1
Purchase
Choose Pro, Advanced, or a bundle. You’ll instantly receive the intake form.
2
Intake
You provide service details, service area, hours, FAQs/policies, and where leads should be sent. Advanced also includes integration access and booking rules.
3
Build + Human QA
We configure your AI system, qualification flow, follow-up sequences, and booking workflow. Every setup is reviewed before install.
4
Install + Verification
We install the widget (or bundle site), connect notifications, and test the full lead-to-booking path using a verification checklist.
5
Ongoing Care (if selected/required)
Care keeps the system monitored, updated, and optimized as your business changes.
Timeline & Milestones
Starter
Typically 5–10 business days after completed intake
Pro
Typically 7–14 business days after completed intake
Advanced
Typically 10–15 business days after intake + integration access
Timelines depend on intake completion, asset/access delivery, and integrations.
What we need from you
Services offered (primary/secondary)
Service area (ZIPs/counties)
Business hours + after-hours rules
FAQs/policies (or permission to use existing site content)
Lead routing (email recipients)
Booking preference (request-to-book vs integrated)
Integrations/access (Advanced only)
What you receive
Installed widget + lead capture fields
Notifications delivered to your team
Follow-up sequences (Pro/Advanced)
Booking workflow (request-to-book or integrated)
Verification checklist + test script
Quick edit notes for future updates (via care or scope add-on)
FAQs
What happens right after I purchase?
You’ll receive the intake form. Once intake is completed, we begin configuration and QA for your system.
What if I don't have all my FAQs or policies written?
That’s fine. Provide what you have (or your website URL). We’ll structure a baseline knowledge set and you can refine it over time through care.
Can you do this without rebuilding my website?
Yes. Most clients keep their current site. We install the system and connect notifications and follow-up workflows. Bundles are available if you want a new site.
Why is care required for Pro/Advanced?
Pro and Advanced rely on ongoing monitoring and updates to keep performance reliable as your business changes (hours, services, policies, seasonal demand, and follow-up tuning).