Intake & new clients
- Inquiries routed and qualified by hand
- The same client data typed into intake, the CRM, and billing
- Follow-ups that fall through the cracks
- Lead details lost between the form and the file
For professional services
Automation for the document-heavy firm.
Accounting, insurance, real estate, agencies, local practices — the work that eats the week is intake, documents, and follow-up, done by hand. That's exactly the recurring work that automates well. We build it on the tools you already pay for, and you own what we build.
The work that eats your week.
Three patterns we hear from Bakersfield professional firms:
Documents & deliverables
- Proposals, quotes, and engagement letters built one at a time
- Templates filled in manually from intake data
- Multi-step approvals routed by forwarding emails
- Reports assembled by copy-paste every week
Client communication
- Appointment reminders and reschedules done by hand
- Status updates typed individually
- Review and feedback requests sent (or forgotten) manually
- Routing and triage that lands on one person's desk
Where to start
Start with one install, extend from there.
Kickstart
$7,500one-time · 30-day ship
One end-to-end automation, built for your firm's actual workflow — client intake, proposal/document generation, or scheduling. We Map, Pick with you, Build on tools you already use, and hand off fully documented. You own it.
What it covers:
- 1-hour Map session of your client flow
- Build in your existing CRM / docs / calendar where possible
- Documentation a non-engineer can read
- 2-week ship guarantee: if it doesn't ship, you don't pay
Managed Concierge
$2,500/ month · 3-month min
4–8 hours of automation work each month once a few workflows are live — tuning, small new builds, first-response when something breaks. Right for firms that want it maintained without hiring for it.
What it covers:
- Monthly review of every running workflow
- Up to 8 hours of build/tune each month
- 48-hour first-response on what breaks
- Direct Slack/email channel
Managed Strategic
Customby interview · 6-month min
For firms where automation is a competitive lever — regular new builds, an owned roadmap, quarterly strategy. Scope and price set together after we talk.
What it covers:
- Everything in Concierge
- Typically 2–3 net-new workflows per quarter
- Quarterly strategy review with your leadership
- Optional: train one of your people to maintain it
Not sure which fits? Use the budget guide or book a 30-minute intro — no deck, just a conversation about your work pattern and whether we're a fit.
FAQ
Questions professional firms ask.
What kinds of firms do you mean by professional services?
Owner-led firms doing recurring, document-heavy work — accounting and bookkeeping, insurance, real estate, agencies, consultancies, local professional practices. If your back-office is intake → documents → follow-up done by hand, the pattern fits.
Is our client data safe?
We build on tools you already control, you own the credentials, and we connect rather than copy data where we can. Anything that touches protected health data or needs a custom data-processing agreement is an intro-call conversation first — we don't cut corners on that.
Will this replace our CRM or practice-management software?
No rip-and-replace. We connect what you already pay for and fill the gaps with focused pieces, documented so a non-engineer on your team can follow it. You own the workflow and the docs.
How is this different from hiring a developer?
You get the Method (Map → Pick → Build → Run → Tune) and a working automation in about 30 days, not an open-ended dev engagement — and you can learn the same Method free at the monthly class if you'd rather build it in-house. We'll tell you honestly when a workflow isn't worth automating.
What does it cost?
Free monthly class, $1,497 quarterly group workshop, $4,997 private workshop, $7,500 one-time Kickstart, and Managed retainers from $2,500/mo (Strategic by interview). Pricing is anchored to Kern County buying power, not coastal-CA agency rates.
See it run before you decide.
Every month we walk the Method through a real example. Come see whether this fits your firm before you spend a dollar.
Run a different kind of operation? We also build for Ag & food · Oil-service.