Service detail
AI Automations
Booking, intake and follow-up that run on their own.
Overview
What this engagement looks like
I build the automations that take repetitive work off your front desk: online booking, intake forms, reminders, post-visit follow-ups and review requests. Each one is set up in the tools you already use, and your team can see and edit it.
Every engagement is scoped and priced before work starts, and I do the work myself. You get regular check-ins and written documentation for everything I set up.
Deliverables
What you get
- Online booking and reminder flows
- Digital intake and consent forms
- Post-visit follow-up sequences
- Review request automation
- Lead capture from your website and social inboxes
- Written documentation for every automation
Outcomes
What you can expect
- You work with me directly
- Clear scopes & honest timelines
- Built in tools you already use
- Your team can run it without me
The Process
Audit
It starts with a call and a look at how your practice runs today. I map where time goes and give you a clear scope, cost and timeline before any work starts.
Build
I set up the automations and systems in the tools you already use, test them with real bookings and forms, and check in with you as each piece goes live.
Train
I train your team on what was built and hand over written SOPs, so nobody depends on me to keep things running.
Support
After launch I stay available to fix issues and adjust workflows as your practice changes. Ongoing support is available as a monthly retainer.
Let's talk about
your practice.
Tell me about your practice. I'll reply with a few first ideas and whether I'm the right fit.