The chasing
Unpaid balances, unconfirmed appointments, forms that were sent and never came back. Followed up on a schedule, not on a whim.
All services
Back office
Task Automation
The admin that fills the gaps between clients, done in the background instead of at the end of the day.
Book a callRuns every day in the background
Why it matters
None of it is hard. It is chasing, filing, copying one thing into another, writing the same message for the ninth time. It just takes the evening, every evening, and it is the first thing to slip when you are busy.
What you get
Included as standard
The filing
Details out of the call and into the place they belong, without anyone opening two tabs and typing it twice.
The follow-ups
Post-treatment check-ins, rebooking nudges at the right interval, the message you would send if you had the time.
The day written up
What came in, what got booked, what needs you tomorrow — waiting for you in the morning rather than assembled by you at night.
How it works
Four steps, in order
- 01
We watch a normal week
Not the week you wish you had. The actual repeated work, and roughly how long each piece takes.
- 02
We pick the ones worth automating
Frequency times minutes. Some jobs are not worth it and we will say so rather than build them to pad the list.
- 03
We build and you approve
Each automation runs past you before it touches a client. Anything client-facing you sign off first.
- 04
It runs, and you can see it running
Every action logged in the portal. If something stops, you find out from us, not from a client.
Who it’s for
- Owners doing admin after closing
- Front desks where the same task is done twenty times a week
- Anyone whose follow-up is good in theory and patchy in practice
Start with one, or take the lot
Most practices start with the phone, because that is where the money is being lost, and add the rest once they trust it.
Book a call