Every new client inquiry means forms, follow-ups, data entry, and scheduling — most of it done by hand. We build AI intake systems that capture leads automatically, qualify them, send personalized responses, and schedule the first call without you touching a thing.
Book a Free Discovery Call →The average small business owner spends 45–90 minutes per day on intake-related tasks: reading inquiry emails, entering data into spreadsheets, sending the same 'thanks for reaching out' reply, scheduling calls. Multiply that across a year and you're looking at 200+ hours of repetitive admin work. Meanwhile, leads that don't hear back within the first hour are 7x less likely to convert. An automated intake system means no lead slips through, every prospect gets a fast response, and your calendar books itself.
We map your entire intake funnel — website forms, email inquiries, Instagram DMs, phone call callbacks, whatever channels you use — and build automation that connects them. When a new prospect reaches out, the system captures their info, tags them by service type, sends a relevant response, and triggers the next step in your process automatically. It's like having a receptionist working 24/7 who never misses a message.
We work with businesses across Nassau and Suffolk County — from medical practices in Garden City to service contractors in Smithtown to specialty retailers in Huntington. Each intake system we build is specific to how your business works, not a generic template. We understand the volume patterns, the types of clients Long Island businesses deal with, and the tools you're likely already using.
We work with whatever you use — Google Forms, Typeform, JotForm, your website's contact form, email (Gmail or Outlook), and CRMs like HubSpot, Salesforce, Pipedrive, or a simple spreadsheet. If it has an API or a webhook, we can connect it.
Yes. That's one of the key advantages over a simple autoresponder. The AI can read the inquiry, categorize it (new client, existing client, vendor, press, etc.), and route or respond differently based on what it detects.
No — the responses are written to match your brand voice. You approve the templates and tone before anything goes live. Most clients never know they're getting an automated reply.
Book a free 30-minute discovery call. We'll look at your current intake process, identify the biggest time sinks, and tell you exactly what automation would look like for your specific business.
Start with a free 30-minute discovery call. We'll map your current workflow and show you exactly what AI can save you — no tech background needed.
Book Your Free Call →