A 30-minute intake call plus a 7-day async review of your site, customer flow, and current tools. We tell you exactly which AI bots fit, which to skip, what to expect, and what it would cost to install. Tailored. Specific. Yours to keep.
Every chatbot vendor's pitch deck assumes their tool is the right answer. Every agency wants to rebuild your website. Neither asks the question that actually matters: given what your business is, your site, and your customer flow — what should you actually install, and in what order?
The Snapshot is the missing answer. It's a $97 one-time review that gives you a clear, specific install plan for AI in your customer operations — written for your situation, not anyone else's.
You can take the report and execute yourself. You can use it to evaluate vendors. Or you can hire us to install and operate the recommended stack for you. Three options. No pressure on which.
Delivered as a PDF, walk-through optional. Yours to keep regardless of whether you continue with us.
Where your inbound traffic actually goes today, where it leaks, and which moments AI can credibly own.
Of the four core pieces (Concierge, Lead Engine, Booking, Customer Service Co-Worker) — which fit your business, which to skip, which to phase in later.
What to install first to compound impact. Most teams should not start with a chatbot — the report explains why for your specific business.
Conservative range on hours saved, leads recovered, and conversion uplift, based on your actual customer-flow numbers.
Plain-English design of how the AI layer should route, escalate, and hand off. The plan you'd give to whoever ends up installing it.
Do it yourself with our plan · evaluate vendors with our plan · hire us to install and operate. Honest assessment of which fits your situation.
30 minutes. We walk through your business, current site, customer flow, and what you've tried with AI so far. The only synchronous time required from you.
We review your site, current tools, knowledge sources, and run our analysis. No calendar load on you. Occasional clarifying questions over email.
5–7 page PDF in your inbox. Optional 30-min walkthrough call if you want to talk through the recommendations.
If the report convinces you we're the right fit, we install the recommended AI suite on your existing site and operate it month-over-month. Your $97 Snapshot fee credits to the install. No pressure to continue — about a third of Snapshot clients do.
Credited to install if you continue. No commitment, no obligation.
Book the Snapshot See full pricingYes. The Snapshot fee covers our delivery cost and acts as a filter — buyers who pay $97 take the conversation seriously. The bigger purpose is to give you a useful, honest report at a price that's a no-brainer relative to the hours it saves you. We make our money on the Operator subscription, not the Snapshot.
Then we tell you. Some businesses' next move is fixing their CRM hygiene, their site copy, or their phone-tree routing — not adding bots. If that's you, the report says so. Honest assessments are how this model works.
No. The Snapshot is fully standalone. You can take the report and execute yourself, hand it to your in-house team, or use it to evaluate other vendors. About a third of Snapshot clients continue with us — the rest don't, and that's fine.
Almost always yes. The AI layer embeds via a small script tag — works on any site that lets you add JavaScript. If you're on a platform that doesn't allow that (rare), the Snapshot tells you upfront and we don't take your money.
Agencies build sites and run campaigns. We don't touch your site's design or your marketing — we add the operations layer underneath: AI handling for inbound, lead capture, follow-up, booking, customer service. Different job, different specialty.
If we deliver the report and you don't find it useful, just ask — we'll refund. No forms, no friction.
I respond within one business day. We'll set up the 30-minute intake call and confirm the $97 charge before any work begins.