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01 · Service / AI Automation

Stop losing the lead that comes in at 11pm to a competitor who answered first

A specced, built, and operated AI system that lives inside your CRM, not ours. One team reads your intake data, maps your best dispatcher's decision logic, ships the agent, and reviews the logs weekly. When the engagement ends, the agents, workflows, and training data stay with you.

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02 · See how it works

Watch the qualification agent run

A live simulation of the lead-qualify workflow. Every tick advances a real step. Every log line writes to the audit row your team owns.

LIVE workflow.lead_qualify.v3 step 1 of 5 · cycle 001
TRIGGER webhook · inquiry QUALIFY two questions DECIDE book · handoff BOOK calendly · slot found HANDOFF slack · on-call LOG audit row · v2
AUDIT · lead_qualify.v3 · rolling
00:00:01 TRIGGER webhook.roof_inquiry queued
00:00:01 ACTION crm.contact_created → Torres
00:00:00 LOG row_written.audit_005418
tasks / hr
——
sourced after audit
avg time · trigger to book
——
sourced after audit
escalation rate
——
sourced after audit
cost / decision
——
sourced after audit

Verified numbers land after your audit call, sourced from your CRM. This page ships without invented figures.

03 · What lands in your inbox

An AI stack audit, not a pitch

01

A read on your manual workload

We walk your intake process, follow-up, and quote drafting and show you exactly where your team is spending the most manual hours and where leads fall through between inquiry and booked appointment.

02

A written spec of three builds

Three specific automation builds ranked by estimated revenue impact, with the data from your own CRM that justifies the ranking. Built on Flowbots, Anthropic Claude, n8n, and custom Python, inside your stack.

03

An honest go or no-go

If the math does not work for your business, we say so on the call and you keep your money. If automation is not the highest-return move right now, we tell you what is. No black-box bot, no SaaS license you cannot audit.

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04 · What we would run first

The first automation we build is the one losing you the most revenue tonight

A 24/7 lead qualification agent, from trigger to booked appointment, every decision written to a log your office manager can read without asking us. Trigger the moment the inquiry arrives. Qualify on your team's logic. Book on your calendar or hand to a named person on your team. Every exchange written to an audit row your team owns.

TRIGGER
Inbound form, call, or SMS
Reads from your existing intake, whatever it is.
any channel
QUALIFY
Two questions your team already asks
Written by us against the exact language on your intake sheet.
under 3s
DECIDE
Book the slot, escalate to a human, or drop into a nurture queue
Rules you approve. Documented. Editable per week.
deterministic
ACT
Writes to your CRM, your calendar, and your on-call Slack
Uses your existing accounts. No new SaaS logins.
your stack
LOG
Audit row per decision, readable by your team
Includes the inputs, the rule that fired, the action, and the outcome.
yours forever
05 · Why this is built differently

One team runs the whole stack

Built for one of three verticals. Pick yours: home services, medical and dental, or legal.

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06 · Questions operators ask first

The questions a careful buyer is already holding

What happens to the automation when the engagement ends?
The agents, workflows, training data, and log structure belong to your business. They live in your CRM and your infrastructure. You do not lose access to anything when we stop working together.
How is this different from buying Go High Level or another platform?
A SaaS platform gives you a tool. We spec, build, and operate a system trained on your actual data and your team's decision logic. Go High Level is one of the platforms we build inside, alongside HubSpot, ServiceTitan, Jobber, Housecall Pro, and custom builds. The platform is not the product. The system running on it is.
Can my team see what the agent is doing?
Yes. Every agent decision writes a readable log entry: the inquiry it received, the qualification logic it applied, the response sent, and the outcome, booked or disqualified or handed to a human. Your office manager reads the log without asking us. That is a design requirement, not an add-on.
What if the agent makes a mistake?
We monitor the log weekly. When the agent misqualifies a lead or drafts a quote with the wrong labor rate, we flag it, adjust the logic, and document the change. You see the adjustment in the log. We do not wait for you to notice a pattern and file a support ticket.
Does AI automation work for medical practices under HIPAA?
It can, within defined limits. We do not automate exchanges that involve protected health information without a formal HIPAA-compliant infrastructure review. We do automate consultation booking, follow-up on general inquiries, and content pipelines inside marketing copy. We name exactly where the compliance line sits for your practice at the audit stage.
How much does AI automation cost?
AI automation as a single-channel engagement starts at $20K per month. Full-stack engagements that include AI automation, SEO, paid media, and CRM start at $60K per month. We scope from there based on the number of builds, your CRM environment, and how much of the operation we run. The audit produces a specific number before you commit.
07 · Who you will work with

Three founders. You will speak to one of them

Brian Hong, Co-founder and CEO of Magister Digital

Brian Hong

Co-founder & CEO
Read profile
Michael Merlino, Co-founder of Magister Digital, Strategy and AI systems

Michael Merlino

Co-founder, Strategy & AI systems
Read profile
Dimitry Morgan, Co-founder of Magister Digital, Head of paid media

Dimitry Morgan

Co-founder, Head of paid media
Read profile
08 · Next step

The person who reads your spec is the person who builds the system

This is not another AI tool you log into and hope works. It is a system you own, audit, and run weekly with a named team. Bring your CRM and your manual workload to a working session. If automation is not the highest-return move for your business right now, we will say so. No deck. No pitch.

Book a strategy call or call (619) 330-0953

45 minutes. Michael Merlino, Chief Strategist and AI Systems, runs the call.