HOW IT WORKS
You know where your business gets held up. Gavin turns that problem into a practical system, with a clear scope, real testing, and a handoff your team can use.
Work directly with Gavin, from the first conversation through launch.
FROM IDEA TO EVERYDAY USE
We start with one useful improvement. You see what is being built, what it costs, and how we will know it works before the project goes live.
DISCOVER & SCOPE
Walk Gavin through what happens today: who does the work, which tools they use, and where things fall through. Together, we choose a useful first project and a baseline to measure against.
You leave with A written scope, success measures, responsibilities, and a quote that separates setup from ongoing costs.
BUILD & CONNECT
We configure the workflow around your approved business information and connect the tools included in the scope. You define what it can answer, what it can change, and when it needs a person.
You review A working version with the main workflow, approved answers, and the agreed staff handoff.
TEST & REFINE
We test routine requests, missing details, unusual questions, and unavailable tools. For voice systems, that includes how the conversation sounds and whether the right details reach your team.
You approve The tested workflow, documented limitations, and the fallback when a request cannot be completed.
LAUNCH & SUPPORT
We launch the approved scope, walk your team through operating it, and review initial activity. Ongoing maintenance, troubleshooting, and improvements follow the support plan agreed in your proposal.
You receive Operating instructions, an issue-reporting process, and the performance information included in your scope.
BUILT AROUND YOUR BUSINESS
Reusable foundations make a starting point. Your information, permissions, integrations, and test cases make the system yours.
We start with Your services, hours, FAQs, phone setup, intake questions, and who handles callbacks.
We define The greeting, approved answers, contact capture, response channels, and escalation rules. Booking and call transfers require separate connections and successful tests.
Plan my receptionist ↗We start with Your services, ideal customers, existing website or domain, brand materials, and approved answers.
We define The path from visitor to inquiry, where messages go, mobile behavior, and when the chatbot asks your team for help.
Plan my website ↗We start with Your Business Profile, accurate service information, website, review link, and the event that marks a completed job.
We define Profile updates, consistent review requests to eligible customers, approved response drafts, and a way to track relevant inquiries.
Plan my local presence ↗We start with A real task, representative sample records, your current apps, and the rules your team follows.
We define What starts the workflow, which information moves, who approves changes, and how errors or exceptions reach a person.
Plan my workflow ↗FOLLOW THE HANDOFF
See what the customer experiences, what your team receives, and where a person makes the decision. Choose a scenario, then move through the steps.
Illustrative example. Sample information; not a live AI system or client result.
Example Plumbing and Alex Taylor are fictional.
EXAMPLE 01 / STEP 1 OF 4
A routine kitchen faucet replacement. The caller's preferred time is recorded for staff review; availability and pricing are not assumed.
Thank you for calling Example Plumbing. I'm the automated receptionist. How can I help?
I'm Alex Taylor. I'd like to arrange a kitchen faucet replacement.
Refer requests for a person, pricing, technical advice, urgent assistance or exceptions to the designated staff contact. If a transfer cannot be completed, retain a callback request without promising a response time.
Stop routine intake if the caller reports an urgent situation or the request cannot be handled using approved information. Use the agreed escalation procedure. Do not diagnose the problem, promise emergency attendance or confirm an unverified appointment.
Incoming service call, step 1 of 4: Receive the call.
Selecting a step changes only this example. No calls, messages or bookings are made, and no customer information is saved.
BEFORE YOU GET STARTED
The goal is a system your business can rely on and your team understands how to use.
Run the numbers first ↗No. Start with what is frustrating, repetitive, or easy to miss. Gavin will review the process, identify a practical first step, and explain the options in plain language.
We check compatibility during scoping. Supported integrations depend on your software, subscription plan, access permissions, and the actions you want. Any required new tools or manual handoffs are identified before you approve the work.
The workflow uses approved information and defined limits. Uncertain, sensitive, or out-of-scope requests go through an agreed staff handoff. AI can still make mistakes, so testing and review are part of the setup. A booking is confirmed only when a connected booking system successfully completes it.
Your quote reflects the workflow, integrations, expected usage, and support required. It identifies setup fees, recurring service charges, and third-party or usage costs. The schedule is agreed after reviewing scope, access, and content dependencies.
Call our live AI receptionist to hear it answer questions about Schurr Automations. It can capture confirmed contact details for a real follow-up. Our current demo does not book appointments or transfer calls. The walkthrough above shows fictional scenarios for exploring the process.
The proposal defines support responsibilities, included maintenance, and how changes are requested. Your business supplies updated hours, services, policies, and other facts. We agree how those changes are reviewed and applied.
LET’S START WITH ONE THING
Tell Gavin what happens today and what you want to work better. He’ll review your request personally and help define the next step.