Client intake

Tell us about your office.

Takes about three minutes. Your answers are used only to set up your automation — nothing else. Questions first? Email [email protected].

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Business name *

Your name *

Your email *

Which package are you interested in? *

Starter — $1,500 setup / $300 per monthInbox triage + scheduling Full — $3,000 setup / $800 per monthAll five modules AI Consulting / AI 101 — $150/hrA working session + a plain-English plan for your office Not sure yetHelp me figure out what fits

Email platform *

Gmail / Google Workspace Outlook / Microsoft 365 Other

Calendar and any booking tool you use

Where does your client data live today?

Office hours and time zone

Your biggest admin time-sinks *

Pick up to three

Pick at least one — or choose Other and tell us.

Anything a machine must NEVER answer?

Topics that always go to a human — tick any that apply

Reply tone

Warm and casual Professional Formal

Signature block to use in replies (optional)

Prefer email? [email protected]

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Got it — thank you.

A consultant reviews every intake personally, and you'll hear back within one business day.