Six steps from first call to running system
Depth scales with the plan, not with how the sales call went. Every install clears the same 50-scenario evaluation before it answers a real caller.
- 1
Diagnose
The free Lead Leak Audit puts a number on missed calls, slow follow-up, and unworked estimates, using your own figures.
- 2
Scope
What gets built, what it does not do, coverage hours, and the plan that covers it, written down before build starts.
- 3
Build
Wired into your phone system, calendar, and CRM. Your dispatch rules and intake questions, not a generic template.
- 4
50-scenario evaluation
Scored for correctness, routing, and when to escalate, before it ever answers a real caller.
- 5
Launch
Cutover to the real line, with the first 14 days monitored closely.
- 6
Monitor
Ongoing reporting on what came in, what got answered, and what booked.
How the Operator gets built.
One Operator. Three Jobs. Answer. Follow Up. Recover. Every install runs the same six-step process: a free diagnostic puts a number on what is actually leaking, a written scope says exactly what gets built, the build itself gets wired into your phone system and calendar, it is tested against 50 real scenarios before it answers a stranger, launch is monitored closely, and reporting keeps running after that so you can see it working. Depth scales with the plan, not with how the sales call went.
Who this is for
- Owners who want a number on the leak before they agree to anything
- Managers who need to know exactly what changes on day one
- Anyone who has been burned by an open-ended "AI project" with no named finish line
What problem it solves
Vague AI projects fail for two reasons: nobody can say what 'done' looks like, and nobody tests the thing before a real customer does. Every Operator build fixes both: a written scope states what gets built, and nothing goes live until it clears a scenario test built from your own business.
How it works
Step 1
Diagnose
The free Lead Leak Audit puts a number on missed calls, slow follow-up, and unworked estimates using your own figures, before you spend anything.
Step 2
Scope
What gets built, what it does not do, your coverage hours, and the plan that covers it, written down before build starts.
Step 3
Build
Wired into your phone system, calendar, and CRM. Your dispatch rules and intake questions, not a generic template.
Step 4
50-scenario evaluation
Booking requests, pricing questions, urgent issues, unhappy customers, and edge cases from your trade. Scored for correctness, routing, and when to escalate. We do not go live until it clears threshold.
Step 5
Launch
Cutover to the real line, with the first 14 days monitored closely for anything the evaluation did not catch.
Step 6
Monitor
Ongoing reporting on what came in, what got answered, and what booked, so the system stays visible instead of becoming a black box.
Outcomes & benefits
- A number on the leak before you commit to anything.
- A written scope instead of an open-ended hourly project.
- A tested system: 50 scenarios cleared before a real caller ever reaches it.
- Reporting that keeps running after launch, not a one-time handoff.
FAQ
How long does the audit take?+
About 10 to 15 minutes on the phone with Marissa, or 6 short questions online. That is what sizes the leak and shapes the scope.
What does the 50-scenario evaluation actually check?+
Before your Operator ever answers a real caller, it runs against 50 scenarios built from the requests your business actually gets: booking requests, pricing questions, urgent issues, unhappy customers, and edge cases specific to your trade. Every scenario is scored: did it answer correctly, route right, and know when to escalate. We do not go live until accuracy hits threshold, and you get the eval report before launch, not after.
Do I get a written scope before anything is built?+
Yes. What gets built, what it does not do, the timeline, and what happens after launch are written down before build starts, not discovered along the way.
How fast can I be live?+
It depends on the plan: Basic is typically live within 10 business days of scope sign-off, Pro within 15, and Max within 20.
What happens after launch?+
The first 14 days are closely monitored. Every plan keeps getting reporting after that: what came in, what got answered, what booked, so you can see it working rather than take my word for it.
What access do you need?+
Typically your phone system or call routing, your calendar or CRM, and an SMS-capable number, scoped to least privilege. Confirmed on the scope call before anything is built.