Most agencies hand you a logo and a calendar invite. We hand you a system. Here is the funnel
we run, the problems we address at each stage, and the deliverables you can hold us to.
Discovery is not a slide deck. It is a real day with your team. We sit at the front desk,
shadow recall calls, audit insurance follow up, and listen to how your clinic actually runs.
By the end of week one you have a map of every leak. By the end of week two you have a swarm
designed around it. The rest is build.
The funnel
From audit to autonomous.
Five stages. Each one is named, scheduled, and tied to a specific set of problems we solve.
The funnel narrows as we move from broad operational scan to focused, live agent work.
01
Week 1
Discovery
We sit down with your operation.
Problems we tackle here
You don't know what calls you're missing
You don't know what your recall list is actually worth
You don't know which hours leak the most revenue
What we do
A 90 minute working session plus a 5 day audit of your phone logs, recall list, insurance follow up, and review pipeline. We come back with a clear map of where money is leaving the building.
You get
Operations audit
Revenue leak diagnosis
Stack inventory
02
Week 2
Design
We propose a custom swarm.
Problems we tackle here
Generic AI tools don't match your protocols
Your voice and tone are unique. Templates don't cut it.
You need to know exactly what gets handed off to your team
What we do
We map a specific swarm for your clinic. Which agents, which channels, which hand off rules. You see the architecture and the conversation samples before we write a line of code.
You get
Agent architecture
Voice and tone guide
Hand off rules
03
Weeks 3 to 5
Build
We integrate. You watch.
Problems we tackle here
You already paid for a PMS. Replacing it is not an option.
You've been burned by "AI" products that don't actually plug in
You need to trust the system before it talks to your patients
What we do
We integrate with your PMS (Dentrix, Open Dental, Curve, Eaglesoft), your calendar, your phone system, and your CRM. Agents run in shadow mode beside your team. You hear them speak before they go live.
You get
PMS + calendar + phone integration
Shadow run validation
Staff training
04
Week 6
Deploy
The swarm goes live, 24/7.
Problems we tackle here
You can't be on call at 11pm. Your front desk can't either.
Recall calls during business hours interrupt actual care
Manual insurance verification is the worst use of staff time
What we do
Agents take over their specific lanes. Marcus answers calls. Sofia runs recall. Zara verifies insurance. Your team is freed up to focus on patients in the chair.
You get
24/7 coverage
Live agent dashboard
Weekly executive reports
05
Week 6 onward
Drive
We tune. You recover revenue.
Problems we tackle here
Every clinic shifts month to month. A frozen system goes stale.
Without iteration, recovery rates plateau
You need visibility, not vanity metrics
What we do
We meet you weekly to review recovered revenue, fine tune voice and rules, and expand to new lanes when ready. The Friday recap email shows you exactly what each agent did and what it returned.
You get
Weekly tuning calls
Recovered revenue report
Continuous expansion
How we think about it
Four rules we don't break.
01
We don't bring AI. We bring an operation.
Tools alone don't move the needle. We design, integrate, and run a system that fits inside your existing operation. The result feels less like software and more like a team that showed up to work.
02
We start with the problems, not the features.
We don't pitch AI at problems we haven't verified you have. Discovery is where we listen, audit, and only then propose. The system gets built around your real bottlenecks.
03
You stay in charge.
Every agent has a hand off. The AI handles volume, your team handles judgment. You see every conversation, override anything, and tune the system as the practice grows.
04
We earn the next month.
Most clinics see ROI in 60 days. If we are not recovering multiples of what we cost by month two, that is on us to fix or step aside.
The guarantee
By week 6, recovered revenue covers us 5 times over.
If we don't hit that, you don't pay the next month. Final terms are reviewed during your
discovery call.