Find the hours
hiding in your week.
A five-business-day review of how work moves through your business, with a clear first step at the end.
Front-Office Automation Audit
$750 for teams of 1–10 · $1,500 for teams of 10–50 · Delivered in 5 business days
- 60-minute walkthrough of how work moves through your business
- Map of the hours lost each week
- Three prioritized automations, each with a fixed quote
- One quick win built during the audit, such as an online intake form or automatic review requests
Your full audit fee is credited toward any project you start within 30 days.
Hours-lost map
Where your team repeats work, waits for information, or loses leads.
Three fixed quotes
Prioritized automations with a clear reason to do them now.
One quick win
An online intake form or automatic review requests built during the audit.
For teams of 1–50
Business owners who know work is being repeated but need help seeing where to start.
Not for everyone
It is not a full software build, a promise of savings, or a replacement for legal, tax, or clinical advice.
How much does this cost?
The Automation Audit is $750 for teams of 1–10 and $1,500 for teams of 10–50. Projects start at $1,250. Care plans run from $300–$4,000 per month. You get a fixed quote before work starts.
Do I own what you build?
Yes — project-specific work transfers after payment in full. My reusable tools stay mine, which keeps your cost down.
Do I have to switch software?
Usually no. I connect what you already use, including tools like QuickBooks, Google Workspace, Microsoft 365, Dentrix, Open Dental, Buildium, AppFolio, Housecall Pro, ServiceTitan, Commerce7, and Shopify. These are examples, not claims of completed integrations.
What about patient or sensitive data?
I scope HIPAA-aware work carefully. Patient data never goes into general-purpose AI tools, and a Business Associate Agreement is agreed before any work touching PHI.
What happens if something breaks?
Care plans include monitoring and fixes. Every project has a defect window.
Ready to look at the week?
Booking calendar loads when you reach it.