Build & Release — Automation Intake

Who are we building this for?

We’ll use your answers and language to tailor the audit and installation path directly around your reality.

Full name *

Your role *

What kind of business are you running? *

We’ll auto-adapt your audit around clinics vs other business models.

In one sentence, how would you describe what you do? *

How does your system currently run day-to-day?

We’re mapping the real path from first contact → booking → session prep — including where humans still carry the load.

How do new patients/clients currently find you? *

Google search / maps Social media Referrals Website contact / form Walk-ins Paid ads

When someone reaches out, what usually happens next? *

Manual follow-up when someone is free

Delayed response (sometimes same day, sometimes not)

Automated replies and routing

Depends who sees it first

They usually book immediately into the calendar

How do you currently confirm bookings, send reminders, and prepare them before sessions?

Feel free to be detailed — this is where we spot automation leverage.

Where does the system crack under pressure?

These questions surface the revenue leaks and friction points we’ll directly address in your audit and installation path.

Where do things break down most often? *

New leads left waiting Booking inconsistencies Admin workload / back-and-forth No-shows / last-minute cancellations Weak or inconsistent follow-up Clients/patients go inactive and stay that way Everything feels manual / duct-taped together

If you could wave a magic wand and fix ONE part of this instantly, what would it be? * How does this currently affect your revenue, time, or stress? *

Timeline, capacity, and consequence.

This helps us calibrate the tier, the install scope, and how aggressively we structure your automation rollout.

How soon were you hoping to have this properly handled? * When things get busy, what tends to fall apart first? If nothing meaningfully changed for the next 90 days, what would the consequence be?

How should we deliver your audit & install path?

Everything here is handled asynchronously. No sales calls — just a clear audit, a concrete install path, and pricing inside your tier.

How do you prefer to receive your audit & recommendations? *

PDF + written email summary

Personalized video breakdown (async)

Live dashboard demo link to explore

Where should we send everything? *

Optional phone / WhatsApp (if you want SMS updates)

Anything else you want us to consider about your clinic or workflow?

What happens next:

We run your answers through our automation audit engine.
We map your bottlenecks → infrastructure plan → recommended tier.
You’ll receive a PDF audit + install path (and optional video) in your inbox.
If it makes sense, you simply reply “INSTALL” to lock in your installation window.

Let’s quickly map how your operations really run.

Who are we building this for?

How does your system currently run day-to-day?

Where does the system crack under pressure?

Timeline, capacity, and consequence.

How should we deliver your audit & install path?

Got it — your automation audit is now in queue.