Response lag
Hot inquiries sit for hours while someone “gets to them.” By then, they’ve booked a competitor who replied in minutes.
AI automation for service SMBs
Capture, qualify, and follow up on every inbound lead from the sources in your pilot — in a 14-day pilot.
AZERATE configures one end-to-end workflow in your own accounts — capture, qualify, follow up, hand off — for faster, consistent follow-up after the form submit.
The problem
Leads don’t die from bad ads. They die from slow, messy follow-up.
Service businesses pay for attention — then lose it between the form, the inbox, and the calendar. AZERATE automates that path end to end.
No qualification
Your team treats every lead the same — or worse, cherry-picks. Bad-fit prospects burn time; good-fit ones never get a sharp next step.
Broken handoffs
Forms, email, SMS, CRM, and calendars don’t talk. Follow-up depends on memory, sticky notes, and whoever is free.
How it works
One painful workflow. A 14-day pilot. Go/no-go on Day 3.
We don’t sell a platform deck. We configure a working system in your accounts — scoped, tested, and handed over with clear ownership. Timing depends on prompt access and decisions from your team.
Map & scope
We audit your inbound path, tools, and constraints. You get a written scope: what goes live, what waits, and what we’ll measure. On Day 3 we call go or no-go in writing.
- Lead sources & volume
- Qualification rules
- Tool inventory
Build & wire
We implement capture → qualify → follow-up. Automations, AI scoring, templates, and CRM/calendar handoff — tested against realistic scenarios you approve.
- Inbound routing
- AI + rule qualification
- Reply sequences
Launch & handoff
Go live around Day 11 with monitoring. We train your team, document the system, and leave you with metrics you can read without us. SMS follow-up is available after carrier (10DLC) approval and our compliance review; email can go live first.
- Production cutover
- Team walkthrough
- Proof snapshot of the live days
What’s included
Everything required to run the workflow — nothing padded.
Inbound capture layer
Unified intake from forms, ads, chat widgets, or your call line into one pipeline. Call capture runs only in your own accounts with your consent setup — AZERATE does not record calls.
Qualification engine
Rules plus AI to score fit, urgency, and service match — with clear reasons your team can trust.
Follow-up sequences
Instant acknowledgment (within your quiet hours and consent rules) + timed nudges by email, on your brand voice. SMS follow-up: available after carrier (10DLC) approval and our compliance review, and only with consent wording you approve.
CRM / calendar handoff
Qualified leads land where your team already works — with context, not another inbox.
Ops documentation
How it works, how to change rules, who owns what — written for operators, not engineers.
Proof dashboard
Response time, qualification rate, follow-up coverage, and booked next-steps — your baseline vs. the live days of the pilot (go-live is around Day 11), on your own data.
Pilot pricing
Flat fee. Clear scope. No retainers to “get started.”
Pick the depth that matches your inbound complexity. Both are a 14-day pilot with a Day-3 go/no-go, subject to timely access and decisions from your team. SMS follow-up is available after carrier (10DLC) approval and our compliance review — email can go live first.
Starter Pilot
One primary lead source, focused qualification, core follow-up. Ideal for simpler inbound.
$2,500 flat, plus applicable taxes
- 1 primary capture source
- Rule + AI qualification
- Instant reply (within your quiet hours and consent rules) + 1 follow-up sequence
- CRM or spreadsheet handoff
- Ops doc + 30-min handoff call
- Proof snapshot at handoff (baseline vs. live days)
Full Pilot
Multi-source intake, richer scoring, sequenced follow-up, and tighter CRM/calendar integration.
$5,000 flat, plus applicable taxes
- Up to 3 capture sources
- Custom qualification logic
- Multi-step email sequences (SMS available after carrier (10DLC) approval and our compliance review)
- CRM + calendar booking handoff
- Team training + full ops playbook
- Proof snapshot + tuning pass and second report
All prices are flat fees, plus applicable taxes. Payment: 50% at kickoff (work starts once it clears), 50% Net 7 after acceptance. If we call no-go on Day 3, you get 100% of the kickoff back; withdraw by Day 3 and you get 50% back; after Day 3 the kickoff is non-refundable.
You contract with and pay your vendors (CRM, SMS, email, hosting, AI) directly, in your own accounts. AZERATE adds no markup.
Summary only. Pilots are governed solely by a written pilot agreement signed by both parties.
Who it’s for
Service businesses that already get inbound — and can’t afford to waste it.
Contractors & trades
Home services and specialty contractors where a fast first callback matters.
Agencies & studios
Marketing, creative, and consulting shops whose RFPs and form fills wait too long for first contact.
You fit if:
- You already spend on ads, SEO, or referrals
- Someone on the team “owns” follow-up (poorly)
- You’re open to changing process, not just adding a tool
- You can give us access and decisions in week one
FAQ
Straight answers.
Is this a software subscription?
No. The pilot is a fixed-scope build and handoff. We use your existing tools (or recommend lean ones). Later we may productize — the pilot stands on its own.
What if we already have a VA or SDR?
Good. We automate the repetitive layer so they spend time on conversations that close — not copy-paste triage. Humans stay in the loop where judgment matters.
Is it really 14 days?
It’s a 14-day pilot for one workflow, and it depends on timely access and decisions from your team. Days 1–3 lock the map, and on Day 3 we call go or no-go in writing. Go-live lands around Day 11. SMS follow-up is available after carrier (10DLC) approval and our compliance review, which can take longer — email can go live first.
How does payment work?
50% at kickoff — no work starts until it clears — and 50% Net 7 after acceptance. If we call no-go on Day 3, you get 100% of the kickoff payment back. If you withdraw by Day 3, you get 50% of it back. After Day 3, the kickoff payment is non-refundable.
What do you measure as “proof”?
Median first-response time, % of leads touched by automation, qualification coverage, and booked next-steps. Go-live is around Day 11, so the pilot report covers the live days in the pilot: your baseline vs. after, on your own data. No invented benchmarks, and no promised results.
Who owns the system when you’re done?
You own your accounts, data, configuration, and docs — everything runs in accounts you control. Once the pilot is paid in full, you also get a perpetual license to the AZERATE toolkit embedded in it. We keep our reusable Pilot Kit. You’re not locked in.
Do you record calls?
No. AZERATE never records calls. Any call capture runs only in your own accounts, after you certify your call-consent setup. The default is call-outcome logging. Missed-call text-back is available after carrier (10DLC) approval and our compliance review.
What isn’t included?
Full website redesigns, new paid-media campaigns, custom mobile apps, or open-ended “AI strategy.” Also not included: health data (PHI) or BAAs, and call recording by AZERATE. One workflow, shipped.
Next step
Book a 20-minute fit call.
We’ll map your inbound path, confirm whether a 14-day pilot makes sense, and tell you which package fits — or if you’re not a fit yet.
azerateinc.com · No pitch deck. No fake urgency.