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Get a Free AI Front Desk Audit of Your Practice

A plain-English breakdown of where your practice loses patients: calls missed during treatment, after-hours voicemail, and no-shows nobody follows up on. You get the systems that fix it, quick wins you can act on yourself, and the single best system to install first. Call in and my AI agent Marissa runs a short intake, or answer the questions yourself. Personalized to your practice and completely free.

FreeNo credit cardPhone or self-serve

Recommended

Talk to Marissa, our AI agent

A call of about 10 minutes. Marissa can ask follow-ups, so this version is a bit sharper. Your audit is emailed shortly after the call (check spam if you don't see it).

Call (301) 640-5507
Self-serve

Answer the questions yourself

A short guided intake. The more you share, the sharper your Opportunity Map. Your personalized report is emailed within 24 hours.

Start the intake

Here's how it works

01

Call in or fill out the intake

Call (301) 640-5507 and Marissa runs a short intake of about 10 minutes, or answer the self-serve questions online — whichever you prefer.

02

We capture your setup

Your business, bottlenecks, how leads come in, how you follow up, and the tools you already use.

03

Your Opportunity Map, emailed to you

A personalized report with your leaks, the systems that fix them, three things you can do yourself, a 30-day plan, and a real ROI estimate. Completely free. Check spam if you don't see it.

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.

Sample audit report page 1: Your monthly opportunity + AI readiness score
p1Your monthly opportunity + AI readiness score
Sample audit report page 2: Where the money leaks, line by line
p2Where the money leaks, line by line
Sample audit report page 3: 3 quick wins you can do yourself
p33 quick wins you can do yourself
Sample audit report page 4: The 3 systems that close the leaks
p4The 3 systems that close the leaks
Sample audit report page 5: The math, with every assumption shown
p5The math, with every assumption shown
Sample audit report page 6: Your next 30 days, mapped
p6Your next 30 days, mapped

Sample report shown with demo business data. Every real audit is personalized — numbers, leaks, and the 30-day plan are yours.

The free AI systems audit

Know exactly what to fix first, before you spend a dollar

Most owners feel the leak but can't name it. The audit names it: what's costing you time and revenue, and the single system worth installing first. No pitch, no obligation.

What we check

  • How calls, forms, and DMs are captured (or missed)
  • Speed and consistency of your follow-up
  • Booking, intake, and no-show handling
  • Where admin and manual work pile up
  • Which tools you use and how well they connect
  • The fastest, highest-ROI system to install first

What you get back

  • A plain-English breakdown of where you leak revenue
  • The specific AI agents/systems that fix each leak
  • 2–3 quick wins you can act on right away
  • A recommended starting package or one-off
  • A rough ROI estimate based on your numbers

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.

1

Knowledge

Your services, hours, pricing rules, FAQs, and policies, so answers are right.

2

Agents

AI that answers calls, replies to leads, books jobs, and handles routine questions.

3

Automation

Follow-ups, reminders, intake, invoices, and routing that run on their own.

4

Ops Center

One dashboard for leads, bookings, response time, and what needs attention.

5

Human Handoff

Anything sensitive or complex is passed to your team, cleanly, with context.

Built-in guardrails

— AI works with your team, never unsupervised
Human handoffOwner alertsApprovals before sendsCRM loggingCall & inquiry summariesReportingUsage visibilityEscalation rules

Example reports

Your AI Systems Audit + Opportunity Map

Every audit 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 reportLocal service business
Opportunity Map

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

AI Front DeskLead Response & BookingReview Agent

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.

Recommended: Start: Capture ($1,500/mo). Grow into Convert.

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.

Prefer to talk it through live? Book the Opportunity Map Session: 30 minutes, $500, credited in full toward anything we build together. Book the walkthrough.

Common questions