Limited Availability

Stop Running Your Business
Like It's 1999

Get a custom AI automation roadmap built around YOUR business — and a clear plan to reclaim 10+ hours a week.

$197 flat, one time
Pay $197 & Book My Audit → Not ready to pay? Talk to us first →
Who This Is For

If you're drowning in admin, this is for you

You didn't start your business to spend half the day copying data, chasing invoices, and answering the same emails. Here's who gets the most out of a DeskLift audit:

🦷

Dental & Medical Offices

Appointment reminders, insurance pre-auths, intake forms — all automatable.

⚖️

Law Firms

Client intake, document requests, billing follow-ups. You billed for that, right?

🏠

Realtors & Brokers

Lead follow-up sequences, listing updates, offer coordination — on autopilot.

🔨

Contractors

Estimate requests, job scheduling, subcontractor coordination, invoice collection.

💼

Service Businesses

Any service business with 2–50 employees spending hours on repetitive back-office tasks.

What's Included

Three things, delivered in 48 hours

Real Example

What a dental office walks away with

Here's an excerpt from an actual DeskLift audit roadmap for a 4-chair dental practice drowning in phone tag and no-shows:

Sample Roadmap Excerpt — Dental Practice, 6 Staff

Top 4 Automations — Ranked by Time Savings

  • 📅
    Appointment reminder sequence (SMS + email) Auto-send 48hr and 2hr reminders. Reduce no-shows by 30–40%. ~8 hrs/week saved
  • 📋
    Digital intake form + insurance pre-auth lookup Replace clipboard forms. Pre-auth runs automatically before the appointment. ~5 hrs/week saved
  • 💸
    Post-visit billing follow-up automation Automated balance reminders at 7, 14, 30 days. Payment rate up, staff awkwardness down. ~4 hrs/week saved
  • ⭐
    Review request (Google/Yelp) after visit Triggered automatically after checkout. No staff action required. ~2 hrs/week saved
The Process

Three steps, 48 hours, done

Step 1

Pay & Book

Click below, pay $197, and you'll receive a Calendly link to pick your 30-minute call slot — usually within 1 business day.

Step 2

30-Minute Discovery Call

We ask about your workflow, pain points, and tools. No prep needed. Just block the time and show up.

Step 3

Roadmap in 48 Hours

Your custom AI automation roadmap lands in your inbox within 48 hours of the call. Ready to act on immediately.

Common Questions

Before you ask

The audit is a service — we spend real time on the discovery call and building your roadmap. So no, it's not refundable once the call has happened. If you schedule and don't show up, we'll offer one reschedule within 14 days.
That's fine — most of our clients start from zero. Your roadmap will include tool recommendations and setup guidance. You don't need existing software for the audit to be useful.
If you move forward with a full AI workflow build within 30 days of receiving your roadmap, we deduct $197 from your setup quote. You just tell us you want to proceed and we handle the rest.
Not at all. The audit and roadmap are written for business owners, not developers. If you choose a full setup, we handle all the technical implementation — your team just uses the finished automations.
The roadmap is yours to use immediately. If you implement even one automation yourself, you'll start saving time within days. If you hire us for full setup, most clients have their first automation live within 1–2 weeks of kickoff.

Ready to stop drowning in admin?

$197 gets you a 30-min call, a custom roadmap, and a credit toward the full build. Book now — spots fill up.

Pay $197 & Book My Audit → Talk to us first — free booking inquiry →

$197 credits toward full setup if you upgrade within 30 days