PROFESSIONAL AND B2B FIRMS
Accounting, consulting, agencies.
Follow-up, intake, and handoffs stop eating senior time. The work stays with the people who bill for it.
WHO THIS IS FOR
Two kinds of firms. The same kind of work.
LOCAL SERVICE BUSINESSES
Home services, dental, insurance.
Missed calls, open quotes, and no-shows get a next step. Nobody has to stay on the phone to make that happen.
SEE IT RUN
Here's one I built. Watch it run.
A missed call, followed up and booked, with nobody touching the phone.
Example run with sample data
Manual ~3 min of your time
Automated seconds
Illustrative contrast for this sample run. Not a guaranteed result.
1 of 5
Missed call
A call comes in and nobody picks up. You see the missed call without checking a voicemail.
Sample callerRinging
Example run. Nothing here is sent for real.
This is a demo I built for a made-up HVAC shop. Not a client. Fake business, test number, test calendar, and my own phone on the other end.
AUTOMATIONS
See the automations
Watch an example run with sample data, then open the one that fits the work you want back.
Missed-call text-back
Miss a call while you're on a job and the caller gets a text from you right away, not your competitor's voicemail.
See how this runsQuote follow-up
Quotes you sent get a polite nudge on schedule, and the nudges stop the moment someone replies.
See how this runsReview requests
Happy customers get an easy, well-timed ask for a review.
See how this runsAI receptionist
After-hours and busy-hour calls get answered, questions handled and a callback or booking set.
See how this runsAppointment reminders
Customers get reminders and an easy way to reschedule, so fewer slots sit empty.
See how this runsUnpaid invoice reminders
Late invoices get friendly, scheduled reminders, so you don't have to chase.
See how this runs
HOW IT WORKS
Map it. Then we decide if I should build it.
01
Map
Six short questions, about 2 minutes. You get a one-page map of the first task. Free, and no call.
02
Fit call
If the map is worth building, we spend 30 minutes on whether it fits. You keep the map either way.
03
Build
A scoped, fixed-price build on tools you already use. Most builds land between $1,500 and $5,000, depending on complexity. Timing depends on scope. You own it.
Map my first workflow, free
About 2 minutes. Your map comes by email.
PRICING
What it costs
A full build, a working session, a kit, and the free workflow map.
BUILDS
Builds
Most builds land between $1,500 and $5,000, depending on complexity.
Paid 50/50: half at the start, half at completion.
Optional maintenance is $500/month.
BUILD PLAN
$395 Build Plan
A 45-minute working session, a written spec, and a fixed quote.
100% of it is credited toward the build if you sign within 14 days.
KIT
$97 personalized kit
A personalized fix kit built from your free workflow map answers. Delivered within 2 business days.
You get a cost-of-leaks report using your numbers, a step-by-step setup guide for your top fix, tailored to the tools you use, and paste-ready scripts.
The $97 is credited toward the Build Plan.
FREE FIRST STEP
Free workflow map
The free first step.
Free workflow map
About 2 minutes. Your map comes by email.
WHO YOU WORK WITH
A studio in St. Louis. I build it, and you own it.
I'm Casia. I build automations and AI agents for firms of 1 to 50 people. Every build is scoped, built, and handed off by me. No account managers, and no retainer you can't cancel.
Built with confidentiality in mind. Access control and an audit trail are part of the build, not an add-on.
n8n, Make, Zapier, HubSpot, OpenAI, and the tools you already use.
QUESTIONS
Before you start
Start with the one task to automate first.
The map is free and takes about 2 minutes. If it is worth building, book the 30-minute fit call.