HOW IT WORKS

From first call to fully-running in days—not a six-month agency slog.

Most practice owners expect a website-and-marketing project to mean months of back-and-forth, a pile of homework, and a system they’re left to figure out alone. This is the opposite. You have one short call, a guided onboarding that takes an hour or two of your input, and then we build, launch, and run the whole operating system for you — while a real team keeps improving it. Here’s exactly what happens, step by step.

20 minutes. A clear growth plan whether or not we work together. No pressure, no pitch.
YOUR BUILD · AT A GLANCELIVE PLAN
01
Strategy CallDAY 0
IN PLAN
02
OnboardingDAYS 1–2
IN PLAN
03
BuildDAYS 2–6
IN PLAN
04
Launch & QADAY 7
LIVE

Then we stay.
Monitor · tune · improve

BEFORE YOU WORRY

You’ve been burned by agencies before. This is built so you can’t be.

If you’ve ever paid for a website that took six months, ended up half-finished, and left you owning nothing you could actually use, your caution is earned. So we drew the boundaries before you even ask: you own your website and brand assets, there’s no long lock-in, it works with the tools you already run, and a real PGT team stays behind the system after launch. The steps below are designed around your time being scarce and your trust being hard-won.

You own itNo long lock-inWorks with your toolsReal team behind every step
THE FIVE STEPS

Five steps from where you are to a practice that runs itself.

A simple, guided path. Most of the work is ours — the steps below show exactly where you come in and where you can step back.

01
DAY 0

Strategy Call

It starts with a no-pressure look at your practice: your website, your reviews, and how you show up on Google and in AI assistants like ChatGPT and Gemini. On a 20-minute strategy call we map your growth gaps and hand you a clear plan — whether or not we work together. If it’s a fit, we agree on the right scope for your practice.

Book the call →
02
DAYS 1–2

Onboarding

A guided onboarding app captures your brand, story, services, ideal clients, and assets in one sitting — roughly an hour or two of your input, not weeks of homework. Our system turns it into a brand kit and a copy foundation, so nothing about your practice gets lost in translation.

See Onboarding →
03
DAYS 2–6

Build

We design and build your AI-discoverable website, set up your CRM as the single source of truth, and configure the AI assistants you chose — trained on your services, your process, and your voice. You review; we refine. Minimal input required from you while we do the heavy lifting.

04
DAY 7

Launch & QA

Before anything goes live, it passes a full quality gate: speed, mobile, schema, tracking, destinations, and each configured assistant through its actual approved path. Reception AI browser voice and phone fallback are exercised separately, while guided text remains clearly labeled. We don’t flip the switch until the agreed scope is genuinely ready.

05
ONGOING

Grow & optimize

The configured system supports approved intake, follow-up, reputation, and handoffs through the selected role-specific workflows, all logged to one CRM. A real PGT team monitors performance, tunes the implementation, and reports on what is working—adding pillars or assistants as the practice grows. If something needs a human, a human is behind it.

YOUR EFFORT VS. OURS

Your part is small on purpose. Ours is the whole build.

The fastest way to see how done-for-you this really is — laid side by side.

YOUR PART~2 hours

What you do

  1. Show up for a 20-minute strategy call.
  2. Spend an hour or two in guided onboarding, sharing your story and services.
  3. Review the site and hear the AI team before launch, and tell us what to adjust.
  4. Keep doing the client work you’re great at.
OUR PARTTHE WHOLE BUILD

What we do

  1. 01Audit your visibility and map your growth plan.
  2. 02Design, write, and build your AI-discoverable website.
  3. 03Set up your CRM as the single brain of your practice.
  4. 04Configure, train, and test each selected AI assistant through its approved path.
  5. 05Run full launch QA — speed, mobile, schema, tracking.
  6. 06Monitor, optimize, report, and stand a real team behind it all.

You bring the expertise and the final say. We bring the system and the hours.

AFTER GO-LIVE

Launch isn’t the finish line. It’s where the system starts working.

Plenty of agencies disappear the day the site goes live. We don’t, because the system only compounds if someone keeps it sharp. After launch, your AI team keeps answering and following up, the CRM keeps every conversation and lead in one place, and a real PGT team keeps watching the numbers — tuning the assistants, protecting your reputation, and telling you plainly what’s working. When you’re ready to add another pillar or assistant, it plugs straight into the CRM you already own.

The AI handles the work. A human keeps the final say — and a real team keeps improving it.
YOUR CRMOne source
of truth
LIVE
01AnswerEvery new inquiry
02LogEvery interaction
03TuneBy a real team
04ReportWhat drives growth
THE FINE PRINT, IN PLAIN ENGLISH

The questions you’d ask a nervous friend to check first.

01

You own it.

Your website and brand assets are yours. This isn’t a rented page that vanishes if you leave — you keep what your practice’s name is on.

02

It works with your stack.

QuickBooks, Google, your calendar and scheduler, and the tools you already run. We connect to your workflow instead of forcing you into a new one.

03

No long lock-in.

We earn the relationship every month by running the system and showing the results — not by trapping you in a multi-year contract.

AI handles new-prospect intake, booking, reviews, and follow-up. Anything sensitive is routed to a human. Existing-client communications stay human unless you opt in.

SEE IT BEFORE YOU COMMIT

You don’t have to take the process on faith.

RECEPTION AI · LIVE

Test the system running on this site.

The clearest way to judge the build is to test the demo. Use browser voice, call the permanent phone fallback, or try the clearly labeled guided-text workflow on this site—the same front-desk mechanism we configure around a practice.

Test Reception AI →Timelines and results vary by practice, scope, and starting point. We show real work, not guarantees.
QUESTIONS ABOUT THE PROCESS

Know exactly what happens before you say yes.

01How long does it take to launch?

Most practices go live within about a week of onboarding: a strategy call on day zero, guided onboarding over a day or two, then build and full quality-assurance testing before go-live. Timelines vary with scope and how quickly you review, but there’s no six-month agency slog.

02How much of my time will this take?

Very little. You spend 20 minutes on the strategy call and roughly an hour or two in guided onboarding, then review the site and hear the AI team before launch. We handle the design, build, CRM setup, assistant training, and testing — the whole build is ours, not yours.

03Do I own my website and brand assets?

Yes. Your website and brand assets are yours to keep — this isn’t a rented page that disappears if you leave. You own what your practice’s name is on, and there’s no long lock-in trapping you in a multi-year contract.

04Will this work with the tools I already use?

Yes. We connect to QuickBooks, Google, your calendar and scheduler, and the tools you already run, rather than forcing you onto a new workflow. The CRM becomes the single source of truth underneath, and your existing stack keeps working alongside it.

05What happens after launch — am I on my own?

No. After go-live, your AI team keeps working and a real PGT team monitors, tunes, and reports on the system as your practice grows. If something needs a human, a human is behind it, and you can add pillars or assistants whenever you’re ready.

06Will AI be talking to my clients about their finances?

No. The assistants handle new-prospect intake, scheduling, reviews, and follow-up. Anything sensitive is routed to you, and existing-client communication stays human unless you choose otherwise. The boundaries are drawn on purpose for a profession that handles sensitive data.

START WITH CLARITY

The first step is a conversation, not a commitment.

Book a 20-minute strategy call and we’ll map your growth gaps and walk you through exactly what your build would look like — whether or not we work together.

No pressure. No obligation. A plan you can use either way.