Part of your system

Forms & intake

The whole board

See your real leaks first, free.

Our 16-check audit shows exactly where you lose customers, with a quote for only what matters. Report within 3 business days of your slot.

Get my free audit

Or call (845) 652-1022

The leak: Paperwork at the front desk slows every visit.

  • Details are taken again at every visit.
  • Paper forms get lost or cannot be read.
Possible loss:$173a month
Your own numbers, your own estimate. The audit measures it properly.

What you get

  • Clients fill in forms before they arrive.
  • Answers saved to their client record.

How long it takes

Audit
3 business days
Google fixes
1–2 weeks
CRM
3–5 days
AI phone
1–2 weeks
Website
2–3 weeks
Texts Coming
1–3 weeks after carrier approval
WhatsApp Coming
1–2 weeks after Meta verification

Typical times. Approvals from Google, carriers and Meta can add time.

Price

Included in every CRM plan. Invoicing, diary, online booking and forms all come with it.

CRM Starter$49a monthAdd to my systemClient records, diary, online booking page, invoicing.
CRM Growth$129a monthAdd to my systemPlus packages, memberships and renewal tracking.
CRM Pro$349a monthAdd to my systemPlus more than one location, onboarding done for you.

Not offered to health practices until the right legal safeguards are in place.

Starting prices. Your exact quote comes with your audit, for only what is leaking.

See the whole board