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LIVE ONLINE WORKSHOP | WEDNESDAY 1-3PM MST

Turn More Website Visitors Into Booked Appointments Without Hiring Another Employee

Build a 24/7 AI Agent that answers customer questions, captures and qualifies leads, and books appointments while you focus on running your business.

Join our LIVE, 2-hour workshop. We’ll guide you through the setup using your business, your services, and your calendar availability.

See how our Voice-First AI Assistant can help turn a visitor’s question into a booked appointments.

Register For Our Workshop Now!

For businesses that rely on appointments or consultations.

Live Guided Setup
14-Lesson Online Course Included
Automation Agency CRM Included

Your Next Customer Shouldn’t Have to Wait Until You’re Available.

Someone visits your website.

They’re interested. But before they book, they have a question.

Common Visitor Questions:“Do you offer what they need? Do you serve their area? How does your service work?”

You’re with a customer. Your team is busy. Or it’s after hours.

So that visitor has a choice: fill out a form and wait, or find another business that makes the next step easier.

You’re already working hard to bring people to your website.

Give those visitors a way to get answers and take action while they’re interested.

Imagine Your Website Handling the First Conversation.

A visitor asks about your services.

Your assistant answers using the information you’ve provided, asks relevant questions, captures their details, and helps them book an available appointment.

Your team can review the conversation before following up.

Capture More Opportunities

Give interested visitors a way to get answers and share what they need before they leave.

Make Booking Easier

Help prospects choose an available appointment without waiting for a callback or exchanging multiple messages.

Get Time Back for Your Business

Spend less time fielding routine questions and more time serving customers, building relationships, and closing sales.

Even when you’re busy. Even after you’ve closed for the day.

Three Essential Business Functions. One Voice-First AI Assistant.

Answer Customer Questions, 24/7

Help visitors understand your services, hours, service areas, and common policies without waiting for a callback.

Benefit

Give people the information they need to move forward.

Capture and Qualify Leads, 24/7

Ask questions about what prospects need and save the information they provide directly into Automation Agency CRM.

Benefit

Understand the opportunity before starting the next conversation.

Book Appointments, 24/7

Connect your appointment calendar so visitors can choose from available times.

Benefit

Make booking easier while reducing scheduling back-and-forth.

Business professional configuring Voice-First AI Assistant on desktop computer

We’ll Help You Build It, Step by Step.

You know your business.

You know what customers ask, which services you offer, and what makes someone a good fit.

We’ll help you put that knowledge to work on your website.

In our live, two-hour Zoom workshop, you’ll follow along inside Automation Agency CRM as we walk through configuring, testing, and preparing your Voice-First AI Assistant for launch.

This is a small-group implementation workshop for 10 accepted businesses.

You’ll work on your own setup with live guidance, following the same sequence as the included online course.

Comprehensive Curriculum Included

Build With Us Live. Review the Steps at Your Own Pace.

Your Enrollment Includes Our LIVE 2-Hour Workshop Plus Private Access 14-lesson Voice-First AI Agent Online Course.

You won’t have to rely on memory or hurried notes.

The workshop follows the course’s structure, so you can return to the relevant lesson when you want to review a setting, repeat a step, or finish your setup.

14-Lesson Voice-First AI Assistant course displayed across desktop, laptop, tablet, and mobile devices

Your Step-by-Step Course

All 14 comprehensive step-by-step implementation modules

14 Lessons
1Getting Started
2Customizing Your Voice-First AI Assistant
3Labeling and Saving Your Work
4Configuring Your Voice-First AI Assistant
5Setting Up Your Knowledge Base
6Confirming Your Knowledge Base and Further Configuration
7Acquiring a Phone Number
8Connecting Your Phone Number to Your Voice-First AI Assistant
9Configuring Your Assistant’s Name and Voice
10Doing Your First Live Test Call Before Launching
11Advanced Voice-First AI Configuration Settings
12Setting Up Your Appointment Booking Calendar
13Connecting Your Calendar to Your Voice-First AI Agent
14Installing Your Voice-First AI Agent on Your Website

Follow along during the workshop. Pause and replay the course lessons afterward.

You’ll have a clear reference to help you keep moving.

The Tools Behind Your New Appointment Setter Are Included.

Laptop illustrating Voice-First AI Assistant and CRM setup

Voice-First AI Assistant

Give website visitors a conversational way to get answers and take the next step.

Business-Specific Knowledge Base

Equip your assistant with information about your products, services, hours, and frequently asked questions.

Voice and Tone Configuration

Create a customer experience that reflects your business.

Automation Agency CRM

Keep captured leads and customer information organized in one place.

Integrated Appointment Booking

Let prospects schedule available appointments without unnecessary back-and-forth. Can replace a separate Calendly subscription for supported scheduling needs.

Automatic Lead Capture and Data Entry

Reduce manual copying and save the details visitors share.

Emailed Conversation Transcripts

Review what was discussed after every Voice AI conversation so your team can follow up with context.

Unlimited Users

Give your team platform access without per-user subscription charges.

Up to 400,000 Contacts

Keep a substantial customer and prospect database in your CRM.

14-Lesson Online Course

Revisit the setup instructions when you need a refresher.

Ongoing Technical Support

Get assistance with technical issues.

Add-on

Professional "Done-For-You"
Implementation

Available for an additional fee.

INCLUDED FOR ALL 10 ACCEPTED BUSINESSES

Help More Visitors Feel Understood.

Some visitors feel more comfortable asking questions in another language.

Your FREE multilingual agent UPGRADE helps more people understand your services and feel confident taking the next step.

Free Multilingual Agent Upgrade
Follow-up Launch Workshop preparation overview

Need Help Finishing? Join Our Follow-Up Launch Workshop.

Two weeks after the initial session, we’ll host a free one-hour Launch Workshop for participants whose agents are not yet live.

Complete the online setup course before attending, then bring your remaining setup questions.

You’ll have another opportunity to work through the obstacles between setup and launch.

One-Hour Follow-Up Session
Two Weeks After Initial Workshop
Course Completion Required

Add Capacity Without Adding Another Full-Time Salary.

⅛Your monthly subscription is about ⅛ of a full-time customer service employee’s monthly wages.

Get your Voice-First AI Assistant, Automation Agency CRM, appointment booking, online course access, and technical support in one offer.

Complete Workshop & Platform Package
$497 One-Time Setup and Workshop Enrollment
Then $497/Month + Pay-As-You-Go Usage Fees

Everything Included in Your Enrollment:

Live two-hour group implementation workshop
14-lesson online setup course
Voice-First AI Assistant and Automation Agency CRM
Appointment booking and lead capture
Unlimited users and up to 400,000 contacts
Emailed conversation transcripts
Free multilingual upgrade
Free follow-up Launch Workshop for eligible participants
Ongoing technical support

Your monthly subscription begins when your agent goes live or 30 days after enrollment, whichever comes first.

Month-to-month. 30 days’ cancellation notice.

The wage comparison uses the $497 monthly subscription versus approximately $3,731 in U.S. median monthly customer service wages. Setup and usage fees are additional. The assistant supports specific tasks rather than replacing every responsibility of an employee.

Is This Workshop Right for Your Business?

This is designed for business owners who:

Rely on appointments or consultations to win customers.
Want to capture more opportunities from their existing website traffic.
Spend too much time answering routine questions or coordinating bookings.
Are ready to follow along and complete their setup.
Want guided implementation with a course they can revisit.

This workshop is for businesses using the assistant on their own website. Marketing agencies and marketing consultants are excluded.

Frequently Asked Questions

Clear answers about the live workshop, course access, and technical setup.

You’ll build your AI Appointment Setter alongside us during the live group workshop. We guide you through the setup, and the online course lets you review the steps afterward.
Strictly Limited Implementation Cohort

Give Your Next Website Visitor a Clear Path to Becoming a Customer.

Help them get an answer.

Capture what they need.

Make it easier to book.

Join us to build a website appointment setter that supports your business around the clock.

Only 10 businesses will be accepted.

Apply for One of 10 Spots

Tell us about your business and website. Applications are reviewed on a rolling basis.

Your information is safe and treated confidentially.