A quick 10 minute chat to understand where you are, where you want to be, and whether our systems can get you there.
It's a straightforward conversation where we learn about your business and you decide if what we offer makes sense for you.
In 10 minutes, we'll cover:
Where your leads are coming from (and where they're going)
What's eating up your time that shouldn't be
Whether CRM, automation, or AI could realistically help
If there's a fit, we'll talk next steps. If not, we'll tell you straight and point you in a better direction if we can.
We work best with established businesses - insurance companies, debt rescue, plumbers, electricians, contractors, trades, doctors, lawyers, accountants, etc. who are doing $250k+ in gross profit and want to grow without hiring more admin staff.
If you're drowning in manual follow-ups, losing track of leads, or know your systems aren't where they should be then this call is for you.
If you're a startup still finding your feet, or you're not ready to invest in growth, we're probably not the right fit. No hard feelings.
Fill this out and we'll review it within 24 hours. If it looks like we can help, we'll reach out to you.
We'll look at your business size, challenges, and goals to see if there's genuine potential for us to help.
If it's a fit, we'll reach out to schedule a 10-minute call. No prep needed. Just show up and tell us what's going on.
If we both see potential, we'll talk options. Whether that's a $97 strategy session or diving straight into solutions. No pressure either way.
We're selective who we work with, not because we're exclusive, but because we give every client our full attention. We don't take on projects where we can't deliver real results.
These questions help us understand your situation before we talk, so our call is focused and useful, not a waste of your time or ours.
And if it turns out we're not the right fit? We'll tell you honestly and point you somewhere better if we can.
If you already know you want a deep-dive into your business, skip the intro call and book a $97 Strategy Session. You'll get a full hour with our team, a recorded Zoom call, and a custom roadmap. Plus, the $97 is credited if we work together.

Empowering businesses with AI, CRM, and automation solutions that drive real results.