Palmetto AI Automation Less busywork. More booked calls.
Free · 30 minutes · No obligation

Where are you losing leads? Find out in 30 minutes.

A free automation audit for South Carolina small businesses. We trace how a call, form or message actually moves through your business, show you the two or three automations that would pay off fastest, and send a flat-rate quote. Most owners leave the call with a plan, whether or not they build with us.

30 minone call, on your schedule
2–3automations ranked by payoff
1 dayto a flat-rate quote

Book your free audit

Tell us a little about the business and we'll reply within one business day with times.

No sales pressure, no obligation. You'll get a written summary either way.

Prefer to talk first? Text (803) 873-3885 or call.

Booked. We'll email you within one business day with a few times to choose from.

What happens on the call

Thirty minutes, screen-share optional, no slides.

  1. Minutes 0–10

    Walk your intake, end to end

    How a call, web form or DM gets from first touch to a booked job — who answers, when, and what happens after 5pm.

  2. Minutes 10–20

    Find the leaks

    Missed calls, quotes nobody chased, no-shows, reviews that never get asked for. We put a rough number on each so you know what's actually costing you.

  3. Minutes 20–30

    Rank the fixes

    The two or three automations that would pay off fastest for your business — missed-call text back, lead follow-up, booking, reminders — and what each takes to build.

What you leave with

Within one business day of the call.

  • A one-page audit summary: where the leads leak and roughly what it costs you a month.
  • Your ranked list of automations, first fix to last, with what each one changes day to day.
  • A flat-rate quote scoped to those fixes — one build fee, one monthly number, month to month.
  • Zero obligation. Plenty of owners take the plan and build parts of it themselves. That's fine with us.

Built for SC small businesses

Based in Lexington. Working across Columbia, Charleston, Greenville and the rest of the state.

Dental & medicalno-shows, recall, new-patient intake
HVAC & home servicesafter-hours calls, estimate follow-up
Auto repairdeclined-service recovery, missed calls
Med spasbooking, reminders, reactivation
Law firmsintake that stays human, faster replies
Real estatelead response, listing follow-up

Questions owners ask before booking

Short answers. Ask the rest on the call.

Is it really free, or is it a sales call?

It's free, and it's mostly you talking. We ask how the business runs, then tell you what we'd fix first and what it would cost. You get the written summary whether you go ahead or not.

What do I need to prepare?

Nothing formal. Knowing roughly how many calls and web leads you get in a week, and what happens to them after hours, is enough. If you use a CRM, scheduling tool or phone system, tell us which — we'll check what it can connect to.

How is automation priced after the audit?

Two parts: a one-time build fee and a flat monthly retainer, scoped to the specific workflows you choose. A single after-hours lead responder is a much smaller build than a full multi-workflow operations system, so we quote after the audit rather than posting one sticker price. Month to month, no long-term contract.

Do you work outside the Midlands?

Yes. We're in Lexington, SC and work with businesses across the state — Columbia, Charleston, Greenville, the Upstate and the coast. The audit is a video or phone call, so location doesn't change anything.