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Answer San Diego leads with AI automation
Book the job while you sleep

For San Diego home service, medical and legal operators done losing leads to whoever answers first. The team that specs, builds, and operates the system sits at 1135 Garnet Ave in Pacific Beach, keeps every agent living inside your CRM, not ours, and reviews the logs weekly against one measure: a booked appointment, not a chatbot demo.

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02 · Benefits

Benefits of AI Automation in San Diego

In a metro of 3.3 million people the operator who answers first usually books the job, and most of that leaks after hours. On the medical side the routing is harder still, with more than 1,400 life science firms near Torrey Pines competing for the same referrals.

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
pending
sourced after audit
avg time · trigger to book
pending
sourced after audit
escalation rate
pending
sourced after audit
cost / decision
pending
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 San Diego intake sheet.
under 3s
DECIDE
Book the slot, escalate to a human, or drop into a nurture queue
Rules your San Diego team approves. 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 · On the ground in San Diego

San Diego is the home market. Here is what that does and does not change.

This is the one market where the team is physical: the founders and the in-house team work out of 1135 Garnet Ave #13 in Pacific Beach. If a working session belongs in a room, that can happen here.

What does not change is how the work runs. Every market we serve, San Diego included, gets the same dashboard, the same weekly pipeline report, and the same named owner per workstream. The office is not the deliverable. The receipt is.

06 · The rest of the stack in San Diego

One team runs the whole stack in San Diego

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

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07 · Questions San Diego operators ask first

The questions a careful San Diego 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.
Does the intake agent cover after-hours calls across San Diego's zones?
Yes. The agent triggers the moment an inquiry arrives, whether that is a plumber's emergency call from North County or Poway at 11pm, a consult request from Torrey Pines or La Jolla, or a case inquiry from downtown or Chula Vista. It qualifies on your team's own logic, books the slot or hands off to a named person on your team, and writes every decision to an audit row your office manager can read the next morning.
Can we meet at the Pacific Beach office?
Yes, that can be arranged. The founders and the in-house team work out of 1135 Garnet Ave #13 in Pacific Beach, and San Diego is the one market where a working session can happen in a room. Most sessions still run on video with the dashboard on screen, because that is where your numbers live, and every other market we serve runs the same way.
How fast can an AI intake agent go live for a San Diego business?
The audit comes first. We walk your intake process and your team's actual decision logic, then hand you a written spec of three builds ranked by estimated revenue impact, built inside the CRM you already run rather than a new platform. If the math does not work for your business right now, we say so on the call and you keep your money. The build only starts once you have approved the spec.
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.
08 · Who you will work with

Three founders. You will speak to one of them

Brian Hong

Brian Hong

Co-founder & CEO
Read profile
Michael Merlino

Michael Merlino

Co-founder, Strategy & AI systems
Read profile
Dimitry Morgan

Dimitry Morgan

Co-founder, Head of paid media
Read profile
09 · Locations

San Diego HQ, servicing ten metros nationwide

Headquarters
Call (619) 330-0953
Metros served
10 · Book a call

Bring your numbers. We will tell you what they say.

Forty-five minutes, no deck, and you keep the findings whether or not you hire us.

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