(619) 330-0953 Book a call

A missed call here is expensive
San Jose AI automation catches it

When leads cost what they cost in the South Bay and the job at the end is a seven-figure home, a missed call is one of the most expensive things that can happen in your week. We build missed-call recovery, intake scoring and after-hours triage inside your own CRM, and review the logs weekly. Run from San Diego, serving a two million person metro.

Book a strategy call or call (619) 330-0953
02 · Benefits

Benefits of AI Automation in San Jose

Across Santa Clara County the cost of acquiring a lead is among the highest anywhere, and the homes are high-value enough that one lost job matters. Letting an expensive lead reach voicemail is the most avoidable loss in the business.

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.

Book a strategy call or call (619) 330-0953
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 Jose intake sheet.
under 3s
DECIDE
Book the slot, escalate to a human, or drop into a nurture queue
Rules your San Jose 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 Jose

No San Jose office, which in this market is a feature.

Magister Digital is an operator-run team headquartered in San Diego, serving operators across Santa Clara County. We keep no South Bay address. Renting one here is among the most expensive ways an agency can add cost to your retainer without adding anything to your pipeline.

The founders and the in-house team run your account directly instead. Every market we serve gets the same dashboard, the same weekly pipeline report and the same named owner per workstream. In the most expensive paid search market in the country, what you want from an agency is discipline, not a lobby.

06 · The rest of the stack in San Jose

One team runs the whole stack in San Jose

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

Book a strategy call or call (619) 330-0953
07 · Questions San Jose operators ask first

The questions a careful San Jose 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 a platform for our South Bay team?
A platform sells you the parts. The work is deciding which inquiries qualify, what happens to the ones that do not, and how a high-value job reaches a human without losing context. We build and operate that, then document it so you could run it without us.
Will it put off high-end Silicon Valley clients?
Done badly, yes, which is why disclosure and a fast route to a human are non-negotiable. This audience is unusually comfortable with well-built software and unusually intolerant of a bad one, so the bar is higher here than most markets.
Can my team see what the agent told a San Jose caller?
Yes, every conversation is logged in full inside your own CRM and we review them with you weekly. An agent you cannot audit is one you should not point at leads this expensive.
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