FAQ — Automate the Journey
Answers

Frequently Asked Questions

Clear, practical info about setup, pricing, AI teammates, and data privacy. Still stuck? Contact us.

Getting Started

  • Quick Wins stack: Instant Booking, Missed-Call Text-Back, Web Chat→SMS
  • Reviews + Social/GBP posts
  • Try one AI Teammate (Front Desk or Copy GPT) with sample flows
  • Zero-cost standard setup during the trial

Independent services (1–20 staff): coaches, consultants, wellness, legal, accounting, home services, and restaurants. We install niche playbooks so you aren’t starting from scratch.

Most owners see quick wins in the first 1–2 weeks (fewer missed calls, easier bookings). Larger lifts (SEO, reviews, close rate) build over 30–90 days.

Plans & Billing

Most teams fit Growth ($397/mo) or Scaler ($997/mo). You can also design your own stack. See Pricing for details.

During your free trial, standard setup is $0. Custom builds are scoped later if needed.

Yes. Cancel anytime in your account. You own your data and can export before canceling.

Implementation

  1. Kickoff (30–45 min): goals, niche, tools.
  2. Install Quick Wins: booking, missed-call, chat→SMS, reviews.
  3. Layer Teammates: Front Desk, Copy, Strategy, SEO.
  4. Tune & measure: weekly KPI checks and tweaks.

Yes. We integrate with your GoHighLevel account, calendars, and Stripe for payments. If you have other tools, we’ll confirm compatibility on kickoff.

Yes—prebuilt playbooks per niche (coach, legal, accounting, wellness, home services, restaurant). We tailor copy, timing, and offers to your market.

AI Quality & Control

You choose: hands-off (auto replies within guardrails) or approvals-first (you review before send). We recommend approvals-first to lock brand voice, then loosen over time if desired.

We build a lightweight style guide (tone, offers, banned phrases) and train Copy GPT to follow it. You can edit any asset and “teach” the system as we go.

We design narrow roles, add guardrails, and keep a human-in-the-loop for high-impact messages (pricing, contracts, medical/legal advice). You always have final say.

Privacy & Security

You do. We configure systems in your accounts. You can export your data at any time.

We practice data minimization and avoid collecting sensitive info by default. If your industry requires special handling, we’ll scope data flows accordingly.

We are not a law firm and this isn’t legal advice. If you need HIPAA or other regulatory controls, we can tailor workflows to limit data types and, if needed, route through customer-provisioned compliant vendors. We’ll scope this during kickoff.

See also: Security & Compliance

Glossary (Plain English)

Quick Wins
Instant Booking, Missed-Call Text-Back, Chat→SMS
AI Front Desk
Qualifies leads and books calls 24/7
Copy GPT
Writes on-brand emails/SMS/social with approvals
Strategy GPT
Turns discovery notes into a one-pager plan
SEO & Listings
Helps you get found on Google/Maps

Ready to try it?

Ready to Implement? Explore Our AI Solutions

Your free training gives you the plan. Our AI agents and done‑for‑you solutions put it to work — fast.

Missed-Call Text-Back

When you can’t grab the phone, guests get an instant text with a quick reply menu (book, order, hours).

Goes live: ~48 hours • Outcome: recovered orders & bookings

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Win-Back Reactivations (30/60/90 days)

Identify lapsed guests and send timed offers to bring them back.

Goes live: ~48 hours • Outcome: recovered orders & bookings

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Missed-Call Text-Back

Automatic post‑visit texts that drive 5★ reviews and flag unhappy guests for follow‑up.

Goes live: ~48 hours • Outcome: recovered orders & bookings

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WebChat -> SMS

Turn website visitors into text conversations you can actually close.

Goes live: ~48 hours • Outcome: recovered orders & bookings

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VIP Club & Birthdays

Simple SMS opt‑in, VIP perks, and automated birthday offers that fill slow nights.

Goes live: ~48 hours • Outcome: recovered orders & bookings

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Social Scheduler + GMB Posts

Keep your feeds and Google Business Profile current with pre‑built prompts.

Goes live: ~48 hours • Outcome: recovered orders & bookings

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The 4 Stages of The Journey

Simple, clear steps that every restaurant can follow.

Attract

Get discovered by hungry locals. Ads, SEO, and local search put you where diners are already looking.

Nurture

Keep the conversation going with friendly, timely AI follow-ups until they’re ready to book.

Close

Convert interest into reservations and orders with easy booking, payments, and reminders.

Cheerlead

Turn happy guests into 5★ reviews, referrals, and loyal regulars — on autopilot.

(813) 285-5044

30190 US Hwy 19 N

Clearwater, FL 33761

[email protected]

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LEGAL

Copyright 2025. Automate the Journey. All Rights Reserved.

(813) 285-5044

30190 US Hwy 19 N

Clearwater, FL 33761

[email protected]

LEGAL

Copyright 2025. Automate the Journey. All Rights Reserved.