Frequently Asked Questions
Everything you need to know before booking an AI strategy call.
Getting Started
How long does setup take?
Many simple pilots can be configured quickly after access and data are ready. The audit confirms scope, CRM access, compliance needs, and launch timing before anything goes live.
What do I need to provide?
For reactivation, a CSV export or CRM access is enough to start. For custom AI solutions, we also map your current workflow, tools, handoff rules, reporting needs, and where work keeps slipping.
Do I need to change my CRM?
No. We build around your existing stack whenever possible, including Salesforce, HubSpot, ServiceTitan, Dentrix, Follow Up Boss, JobNimbus, GHL, calendars, forms, phones, and dashboards.
What if my data is messy or outdated?
That is normal. For campaigns, we clean and validate data before launching. For custom workflows, we design around the real state of the business instead of assuming perfect systems.
How It Works
What kind of custom AI solutions do you build?
We build AI workflows for intake, lead routing, database reactivation, CRM updates, call handling, SMS/email follow-up, reporting, internal admin, and other repeatable processes that slow the team down.
What is database reactivation?
It is the process of re-engaging leads and customers who went cold: past inquiries, lapsed clients, and unconverted quotes. AI-assisted sequences are written to feel personal and useful. When someone responds, qualified opportunities can be routed into your calendar or CRM.
How is this different from email marketing?
SMS often gets seen faster than email, and the audit models a conservative response range for your industry. The right channel depends on consent, offer, timing, and customer context.
What does the Voice AI do?
Voice AI can help answer common questions, qualify leads, route urgent calls, and support appointment booking. Disclosure, escalation, and call-handling rules can be configured around your business and local requirements.
Will leads know they're talking to AI?
The SMS sequences are written to feel personal and helpful. For voice, disclosure and escalation rules can be configured around legal requirements and your brand standards.
Results & Pricing
What kind of results can I expect?
The audit models a conservative opportunity range from your inputs. Results depend on database quality, consent, offer, industry, and sales follow-up, so we avoid blanket guarantees.
How quickly do I see results?
You should see early signal quickly once a campaign launches, but the audit sets realistic expectations based on lead source, consent, offer strength, and follow-up speed.
What does it cost?
Pay-per-booking campaigns typically run $150-$250 per qualified booking. Revenue share is usually 20%-30%. The AI receptionist is $495/month. Monthly management starts around $2,250. Custom AI builds usually land between $5,000 and $30,000 depending on scope.
Is there a contract or commitment?
Commitment depends on the pilot scope and agreement. We keep the first step audit-first so expectations and success metrics are clear before launch.
What if it doesn't work for my business?
We run a free database audit first. If the data, consent, offer, or follow-up process does not support a strong pilot, we will say so before recommending work.
Compliance & Security
Is this TCPA compliant?
Yes. We follow all TCPA, CAN-SPAM, and state-level regulations. We only contact leads who have a prior business relationship or have opted in. We handle opt-outs instantly and maintain full compliance logs.
Is my customer data secure?
Absolutely. We use secure data-transfer practices, do not sell or share your data, and design access around the minimum needed for the workflow. Your customer database stays yours.
What about HIPAA (for healthcare)?
For dental, med spa, and healthcare clients, we follow HIPAA-compliant messaging protocols. No PHI is included in outbound messages. We work with your compliance team to ensure every campaign meets requirements.