Free AI Opportunity Audit
Get a Free AI Front Desk Audit of Your Practice
Choose how you want to complete it. Call Marissa for the fastest, deepest analysis of where your practice loses patients, or complete the online form on your own time. Both options are available 24/7 and completely free.
FreeNo credit cardNo pitchAvailable 24/7
Call Marissa for the deeper voice audit
Marissa, our AI voice agent, asks follow-up questions live and clarifies your numbers as you talk, for the most detailed audit.
Call Now for the Deeper AuditCall (301) 640-5507 and press 2. Usually takes 5 to 10 minutes.
- Recommended - faster and more detailed
- Deeper analysis of your business
- Marissa asks follow-up questions and clarifies numbers
- Available 24/7
Complete the online audit
10-15 minutes | No call required | A short emailed summary of what was found.
Start the Online AuditA short guided diagnostic. Skip anything you don't know.
- No call, ever, on this path
- Guided step-by-step, saves your progress as you go
- Available 24/7
Guided diagnostic
Complete the online audit
No call required. Six short steps, about 10-15 minutes. The more you share the more accurate the numbers are, so skip anything you do not know.
Prefer to just talk it through? Call (301) 640-5507 and press 2 for Marissa.
The actual report
These are real pages from the PDF you'll get
Not a mockup. This is the audit generated for a sample construction business. Yours is built from your call or form answers, business by business. Click any page to read it.
p1 / 8Your monthly opportunity + AI readiness score
Sample report shown with demo business data. Every real audit is personalized: numbers, leaks, and the 30-day plan are yours.
The free audit
Know what to fix first, before you spend a dollar
Most owners can feel that something is leaking without being able to name it. This names it and puts a number on it, using figures you already have. Every figure comes from what you tell us; nothing we cannot source gets published in your summary. No pitch, no obligation.
What we check
- Where leads and customers are being lost: calls nobody answers, forms nobody replies to, quotes that go cold
- How fast you follow up today, and what the delay costs
- Which repetitive front-office work eats staff hours every week
- Where information gets moved by hand between tools, and what breaks when it does
- Which past customers could be reactivated, and roughly how many
- Booking, intake, and no-show handling
What you get back
- The opportunity sized with your numbers, not ours
- What to fix first, and what to leave alone for now
- A quick win you can act on this week without hiring anyone
- A written summary of what was found, by email
- A straight answer on whether Operator is worth it for you, including when it is not
The AI Ops stack
What we look at: your whole front office
The audit maps every layer, from the questions patients ask all day to the human handoff, and shows the one that fixes your biggest leak first.
Knowledge
Your services, hours, pricing rules, FAQs, and policies, so answers are right.
Agents
AI that answers calls, replies to leads, books jobs, and handles routine questions.
Automation
Follow-ups, reminders, intake, invoices, and routing that run on their own.
Ops Center
One dashboard for leads, bookings, response time, and what needs attention.
Human Handoff
Anything sensitive or complex is passed to your team, cleanly, with context.
Built-in guardrails
AI works with your team, never unsupervisedExample reports
What the written teardown looks like
Every teardown maps where you leak revenue, the systems that fix it, and the best first move. These are illustrative samples for fictional businesses: estimates, not promises.
Sample: home-services operator
Strong demand, but revenue leaks between the phone, follow-up, and booking.
Missed-lead leaks
- ~30% of calls hit voicemail during jobs
- After-hours callers don't leave messages
Slow follow-up
- Quotes sent, then no follow-up
- No reminders before appointments
Admin bottlenecks
- Bookings written in a notebook
- Manual review requests (rarely sent)
Current tools
- Google Calendar
- Phone
- Paper notes
Recommended systems
Automation opportunities
- Missed-call text-back
- Auto quote follow-up
- Post-job review asks
Quick wins
- Text-back live in ~1 week
- Booking link synced to calendar
Best first system
AI Front Desk
30-day plan: Wk 1 front desk + text-back · Wk 2 booking sync · Wk 3-4 follow-up + reviews.
Built for practices like yours
Healing Acupuncture & Beyond, Rockville, MD
Dr. Jen's acupuncture practice runs 24/7 automated booking across two locations with zero new hires. The system answers, books, and follows up while her hands stay on patients.
Dr. Jennifer Yen, Healing Acupuncture & Beyond
Get your audit
Ready to see where your practice leaks patients?
Two free ways to get it. Call in for the sharpest version, or answer the questions yourself and we'll email your personalized map.
Calling (301) 640-5507? Press 2 for the free AI audit with Marissa.
Want the full teardown of your real numbers instead of a quick check? The AI Operations Audit is $999: a working session walking your practice front to back, analysis of your real call and booking data, a written teardown of where revenue leaks, and one scoped proposal with a 60-day target. Credited in full toward setup on any package purchased within 30 days. Book the Operations Audit.