The team
Nineteen assistants we can switch on. Once you're a client, we look at how your workday really runs and decide together what belongs in your practice, and what doesn't: some practices need two, some need ten.
They're automated workflows, set up by us, trained on how you work and checked by a person. You decide what they can and can't say.
One orchestrator keeps every assistant in step, so nothing falls between them.
Orchestrator
Runs the whole show
Keeps every assistant working together: hands each new lead from Vera to Sasha to Nora, makes sure nothing falls between them, and only pulls you in when it needs you.
Fun fact Keeps eighteen assistants in step and still finishes the crossword.
How a new client moves through your team
Vera answers the call and books it.
Sasha confirms and sends reminders.
Mia preps your brief.
Ace sends the recap and next steps.
Piper chases what's still missing.
Nate files the notes.
Remy checks in when it's time again.Catch every lead, any hour.
Voice assistant
Answers the calls you can't take
Picks up when you're with a client, answers everyday questions that don't need a licence, and books the caller into your calendar. Anything that needs advice comes to you.
Fun fact Favourite sound: a phone answered on the first ring.
Text message assistant
Masters the text message
Texts back new leads in seconds, keeps the conversation going the way people actually text, and books the appointment. Anything that needs advice comes to you.
Fun fact Has never left anyone on read.
Chat assistant
Answers every chat and DM, any hour
Replies to website chat and Facebook and Instagram messages in seconds, answers everyday questions and books the appointment. Anything that needs advice goes to you.
Fun fact Favourite emoji: the thumbs up. Uses it sparingly.
Scheduling assistant
Keeps your calendar full
Confirms every appointment, sends reminders and rebooks no-shows, so fewer slots go empty.
Fun fact Has never double-booked anything. Not even brunch.
Win them over while you're busy.
Nurture assistant
Builds trust before the first meeting
Sends email sequences that help new prospects get comfortable working with you, until they're ready to sit down.
Fun fact Favourite show: anything with a slow-burn romance. She's patient like that.
Marketing assistant
Runs your campaigns on time
Newsletters, seasonal campaigns and event invitations go out on schedule, to the right people. Nothing goes out without your OK and your compliance desk's.
Fun fact Has a calendar reminder for every holiday. Even Groundhog Day.
Pipeline assistant
Chases what's still missing
Follows up with clients for missing documents and keeps them updated on where things stand, so files keep moving.
Fun fact Favourite pastime: crossing things off a list. Any list.
Action items assistant
Turns every meeting into next steps
After each meeting, pulls the action items out of the notes, sends the client a recap and hands each task to you or the right assistant.
Fun fact Has never once said "I'll get to it later."
Past clients come back, and bring friends.
Reactivation assistant
Brings past clients back
Reaches out to past clients and old leads when renewals, reviews and life changes come up, before someone else does.
Fun fact Remembers every client's birthday. Yours too.
Reviews & referrals assistant
Turns good work into reviews and referrals
Asks every client for a Google review and a referral at the right moment, and drafts replies to every review for you to approve.
Fun fact Collects reviews the way some people collect stamps.
Be the name people find first.
SEO assistant
Works to get you onto page one
Builds and tunes your website and Google Maps profile so you show up when people nearby search for what you do.
Fun fact Can tell you who ranks first for anything. Never brags about it.
AI visibility assistant
Works to get you named in AI answers
Checks what ChatGPT and Google's AI say when people ask for someone like you, and fixes what's missing so they have a reason to name you.
Fun fact Favourite show: any detective series. She likes finding things.
Ads assistant
Runs ads only when you have room
Runs and tunes Google and Meta ads aimed at the clients you want, only when your calendar has room. Nothing runs without your OK and your compliance desk's.
Fun fact Can't walk past a billboard without critiquing it.
Authority assistant
Makes you the expert people trust
Drafts articles, social posts and newsletters in your voice. Nothing goes out without your OK and your compliance desk's.
Fun fact Likes pineapple on pizza, and will write you 800 words on why.
The work nobody sees, done every day.
Meeting prep assistant
Preps you for every meeting
Before each meeting, pulls together who they are, what they've asked, what's still missing and what to cover, so you walk in ready.
Fun fact Reads the whole file twice. Says it's relaxing.
Notes assistant
Keeps the paper trail for you
Writes a summary of every call and conversation into your CRM, so your notes are done before your compliance desk asks.
Fun fact His handwriting is perfect. He's never once used it.
Knowledge base assistant
Keeps every assistant on your script
Learns your practice, your services and your approved answers, so every assistant gives the answers you signed off on.
Fun fact Has read your FAQ more times than you have.
Reporting assistant
Your weekly scoreboard
Every Monday, one simple report: calls caught, appointments booked, documents in and reviews won, so you know exactly what your team did.
Fun fact Checks the score before his first coffee.
Everything we build is set up in your name, so it moves with you if you change brokerages.
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