Three pieces. One workflow. Tap any service to see what's included — most clients are live in less than 30 days.
Tap a service above to see what's included.
Chatbot — your AI front-desk on the website
A friendly AI that answers visitor questions, qualifies leads, and books calls — 24/7, without you lifting a finger.
What we do
Custom-trained chatbot embedded on your existing website (one line of code, no rebuild required)
Tuned to your business — your services, your prices, your common questions
Captures name, contact, what they need, and timeline — in plain conversation, not a form
Routes qualified leads straight into your CRM with the full transcript attached
Offers your calendar inside the chat so visitors can book without leaving
Bilingual (EN + ES) — answers in whichever language the visitor writes
Outcome: Every visitor gets answered. Every qualified lead lands in your inbox + CRM the moment they finish typing.
AI Assistant — voice for the calls you'd otherwise miss
A dedicated phone number staffed by an AI that answers, qualifies, and routes — so a missed call never becomes a lost client.
What we do
Dedicated business phone number (you keep your existing one too if you want)
AI answers in your voice and persona — handles common questions, books appointments, takes messages
Missed-call → SMS autoresponder fires within seconds so the caller never feels ignored
Full transcript of every call attached to the contact in your CRM
Bilingual (EN + ES) voice recognition + response
Smart escalation: routes urgent or complex calls to you with context
Outcome: Zero calls go to voicemail. Every caller gets a response. Your week stops being interrupted by inbound noise.
CRM — every lead, every conversation, in one place
Your own branded CRM where chat, voice, email, and SMS conversations all live together — with the automation to keep leads warm without manual follow-up.
What we do
White-labeled CRM with your logo and brand — looks like it's yours, not a third party
Pipeline view: every lead, status, last touch, and next action at a glance
Automated follow-up sequences — SMS + email drip that keeps leads warm over weeks
Calendar synced with your existing Google or iCloud account
Review-request automation that fires after each completed appointment to grow your Google reviews
Monthly summary delivered to your inbox: leads in, leads booked, what worked, what's next
Outcome: You stop losing leads in the cracks between inbox, voicemail, and sticky notes. One place. Everything tracked. Auto-followed-up.
Who we serve
Operators who are the brand.
Local service businesses where the operator's reputation is the product. Doctors, lawyers, contractors, realtors, caterers — and any specialty where clients pick a person, not a logo.
Lawyer
Doctor
Contractor
Caterer
Realtor
Where to start
Three ways we work together.
Which one sounds like you? Pick the tier that fits your stage and we'll take it from there.
Tier 1
Chatbot
Visitors land on your site, ask a question — and nobody's there to answer. They leave. Stop that.
AI chatbot custom-trained to your business
Embedded on your existing website (no rebuild)
Qualifies leads + captures contact in plain conversation
Bilingual EN + ES
Email notification to you the moment a lead qualifies
Ideal for: owners who already have a website and just want to stop losing the visitors who don't fill out a form.
Four steps. Most clients launch in less than 30 days.
No multi-month onboarding. No 60-page strategy deck no one reads. Here's the real process.
01
Week 1
Free 20-min call
We learn your business, your goals, and where leads are slipping today. No pitch deck. You leave with at least one thing to fix on your own.
02
Week 1
Configure
We train Octo on your services, common questions, and the qualification flow that fits your business. You review and approve before anything goes live.
03
Weeks 1–2
Install & launch
One snippet on your website, one phone number live, your CRM populated. Most clients are answering leads with AI in under two weeks.
04
Monthly
Tune & report
Each month: leads in, leads booked, what Octo handled, what we tuned. One short call. Cancel any month. You always own your data.
Ready to see what this looks like for your practice?
20-minute discovery call. Free. No pitch. By the end you'll know if we'd be a fit — and what it would cost.