Live in 2 weeks or less

Stop losing clients, leads, and revenue to slow follow-up.

Palmetto AI Automation builds done-for-you AI systems for local businesses that respond to leads instantly, recover no-shows automatically, and run 24/7 without adding staff.

Works with: dental, med spas, HVAC, law firms, real estate
Avg setup time: 7 to 14 days
No long-term contracts

Built on proven infrastructure

Trusted platforms used in our production automation systems.

Shopify logoShopify
OpenAI logoOpenAI
Zapier logoZapier
Twilio logoTwilio
HubSpot logoHubSpot
Stripe logoStripe
Slack logoSlack
Google logoGoogle

See the full process and delivery flow

The process page walks through the lead pipeline step by step, then shows the service layers we implement around it.

Open process page

Industries we serve

Different businesses, same patterns: missed leads, slow follow-up, messy handoffs, and invisible performance.

Med Spas & Aesthetics Retention

Rebook clients, recover no-shows, and reactivate lapsed patients without front-desk chasing.

  • Consult-to-appointment automation
  • No-show recovery workflows
  • Patient reactivation campaigns

Dental Offices No-shows

Reduce missed appointments, recall lapsed patients, and handle insurance inquiries automatically.

  • Reminders + confirmations
  • Recare & hygiene reactivation
  • Insurance inquiry handling

HVAC & Home Services Missed calls

Respond to every inquiry in seconds, follow up on estimates, and keep the maintenance calendar full.

  • Lead response automation
  • Estimate follow-up sequences
  • Missed-call text back

Auto Repair & Dealerships Revenue recovery

Recover declined services, unsold leads, and missed service reminders across service, sales, and financing.

  • Service reminder automation
  • Unsold lead follow-up
  • Post-service review requests

Chiro & Wellness Rebooking

Recall lapsed patients, automate intake and insurance, and keep the schedule full automatically.

  • New patient intake automation
  • Patient reactivation campaigns
  • No-show recovery

Real Estate Lead speed

Instant lead response, showing scheduling, and nurture sequences that keep agents in front of buyers.

  • Instant new lead response
  • Showing scheduling automation
  • Past client reactivation

Law Firms Intake

Move prospects from inquiry to consult with automated triage, scheduling, and case updates.

  • Intake triage + routing
  • Consultation scheduling bot
  • Case status notifications

E-Commerce Lifecycle

Cart recovery, post-purchase flows, support automation, and win-back sequences at volume.

  • Abandoned cart recovery
  • Support ticket automation
  • Win-back sequences

Why most automation projects fail

Most failures come from weak foundations, not bad intentions.

Common problems

  • Fragile workflows that break on edge cases
  • Disconnected tools with no reliable handoff
  • No monitoring when automations fail silently
  • Undocumented systems nobody can maintain

How Palmetto solves it

  • Production-grade architecture with clear ownership
  • QA-tested integrations across your core stack
  • Monitoring alerts for failures and bottlenecks
  • Documented SOPs so your team can operate confidently

Process

Simple: diagnose, build the minimum viable system, deploy, then optimize based on real numbers.

1

Discovery

Map your current workflow, tools, and bottlenecks. Define success metrics.

2

Design

Create the automation architecture, handoffs, and escalation rules.

3

Build + QA

Implement, test edge cases, add monitoring, and document SOPs.

4

Deploy + Optimize

Roll out in phases, track KPIs weekly, iterate based on performance.

Enterprise-grade automation systems

We can remove emojis, tighten copy, add deeper pages, and align the whole site to a consulting-grade aesthetic.

Request a build plan See pricing

Pricing

Two service lines. One partner.

Local business growth, on autopilot. A done-for-you website plus fully automated SEO — blog posts, schema, location pages, and weekly reports running every week without you lifting a finger.

One-time website builds
Starter Site

$1,500

one-time
5–8 page site, delivered in 7 days
  • Mobile-first responsive design
  • Cloudflare SSL + DNS setup
  • Contact form + Google Maps embed
  • LocalBusiness schema markup
  • Blog + SEO infrastructure included
Monthly SEO retainers
Starter SEO

$400

per month
Entry offer — best with a new site
  • 3 blog posts per week
  • Internal link injection
  • FAQPage schema per post
  • Bing + Google sitemap pings
  • RSS feed auto-generation
  • Monthly performance report
Pro SEO

$1,200

per month
For established businesses scaling fast
  • Everything in Growth SEO
  • Google Business Profile auto-posts
  • Review request automation
  • Monthly Loom audit video
  • Priority 24-hr response SLA
  • Monthly strategy call
Includes a free automation workflow scoping session — we map out one internal process to automate for your business.

Build automations that replace your busywork. We design, build, and maintain custom AI workflows for your business — from lead follow-up to internal ops. You define the problem. We automate it.

Monthly retainer tiers
Maintenance

$400

per month
Keep existing automations running smoothly
  • Monthly 30-min check-in call
  • Monitor and fix existing automations
  • Up to 3 hrs of minor changes
  • Email support 48-hr SLA
  • Monthly performance report
Fractional AI Director

$2,000

per month
You need a technical AI lead, not a vendor
  • Weekly strategy calls
  • Up to 20 hrs/month of work
  • Proactive AI roadmap ownership
  • Same-day response SLA
  • Team training sessions
  • Full quarterly automation audit

FAQ

Quick answers to common implementation and integration questions.

How long does a typical implementation take?

Most implementations launch in 2 to 6 weeks based on system complexity and approvals.

What tools and CRMs do you integrate with?

We integrate major CRMs, commerce platforms, email/SMS tools, forms, calendars, and payment systems.

Do we need to replace our existing software?

Usually no. We design around your current stack and only recommend replacement when it removes clear bottlenecks.

What does support look like after launch?

Post-launch support includes monitoring, issue resolution, optimization, and regular strategy check-ins.

Can you work with regulated industries?

Yes. We use compliance-aware workflows, approval gates, and risk-reduced disclaimers in regulated categories.

Book a call

Tell us what you do, what’s breaking, and what you want automated. We’ll respond with a clear next step.

What to send

Copy/paste this into an email or form. Keep it simple and factual.

1) Business + volume
Leads per day, calls per week, bookings per month
2) Pain
Where leads drop, where time gets wasted
3) Tools
CRM, email, calendar, forms, spreadsheets
4) Goal
Faster response, higher conversion, fewer no-shows

Quick contact form

Share your workflow and current tools. We will respond with a practical rollout plan.

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