BehaviorProofFree Revenue Report
How we work with your business

From hello to live in about three weeks.

You spend about an hour of your time, total. We do the rest: learn your business, connect to what you already use, and start bringing customers back, inside rules you set.

A partner introduced youYour intro is registered to them the day they send it. Nothing changes for you.
You came to us directlyFrom the demo, a referral or a conversation.
Both start the same way: your free Revenue Report.
The path

Six steps. Most of them are ours.

  1. DAY 0 TO 1

    Your Revenue Report

    Answer a few numbers, or tell us in writing that you’d authorize a read-only export and we set up a secure transfer. No call needed. You see who stopped coming, what they were worth and why, by location if you have more than one. Every number is labeled, and John reviews it before it reaches you.

    You: 2 minutes
  2. DAY 2 TO 3

    Kickoff call

    We learn what only you know: your mission and values, your offers, what we can do when something goes wrong, how you love to treat your best customers, the lines we never cross, and who gets the call when a person is needed.

    You: 30 minutes
  3. DAY 2 TO 5

    Your business brief

    We read your website, socials, reviews, email flows and past conversations, then write a one-page brief: how you sound, what you sell, what your customers come to you for. You read it once and mark anything that's off.

    You: 10 minutes
  4. WEEK 1 TO 3

    Connect

    Read-only access to your CRM, booking or point-of-sale system, or a simple export to start. Your texting number gets registered with the carriers, which takes 1 to 3 weeks. We work your list by email and social while that clears.

    You: approve access
  5. GO LIVE

    Your customers, reached

    New inquiries answered in minutes, any hour. Quiet leads and past customers welcomed back personally. Happy customers thanked and asked for the review. Every message speaks to why that one person came to you.

    You: nothing, unless something new comes up
  6. EVERY MONDAY

    Your owner report

    Who came back, what they said and what it was worth, next to your own numbers from before. Plus what your customers are telling you: what to offer, what to say in your ads, where your team is stretched.

    You: 5 minutes to read
The behavioral profile

What we learn about every customer

Built from conversation, not forms. People tell us when we ask good questions, and we remember it every time after.

Why they came to youThe thing they want, and the thing they're trying to get away from, in their own words.
"I'm tired of hiding in photos."
Why nowThe moment that made them reach out: an event, a deadline, a bad day.
What's in the wayWhat has stopped them before: time, money, nerves, a bad experience somewhere else.
What moves themProgress, reassurance, a deal, recognition. Different people, different reasons.
How they like to be talked toShort or chatty, funny or straight, which language, what time of day.
The details that matterBirthdays, milestones, the kids, the dog's name. What a great staff member would remember.

Across hundreds and thousands of customers, these profiles show the patterns: why people buy, why they leave, what brings them back. That's what your Monday report is built from. The full model, and how we read it, is proprietary.

Guardrails

What can never happen, never happens.

We don't hope messages come out right. We put hard stops in front of every send.

  • Nothing goes out that sits outside your offers, your prices or your limits. Your rules are checked before every message.
  • No fact gets guessed. Anything we say about an order, a booking or an account is checked against your records first.
  • No medical, legal or financial advice beyond what you allow. Each business draws its own lines.
  • Anything sensitive goes straight to your person, with the full conversation. A complaint, a refund, a health question, someone asking for the owner.
  • No text without consent. Carrier-registered numbers, quiet hours, and STOP honored instantly.
  • Your data stays yours. Its own workspace, read-only, never sold, never used to train anything, removed on request.
Under the hood

We sit on top of what you already use.

Nothing to install and nothing to replace. Examples of what we connect to:

Your systemExamplesWhat we use it for
CRMGoHighLevel, HubSpot, Salesforce, KeapWho your customers and leads are, where each one stands
BookingMindbody, Boulevard, Vagaro, AcuityVisits, no-shows, open slots to fill
Point of saleSquare, Shopify, StripeWhat people bought and when, what it was worth
EmailKlaviyo, Mailchimp, your inboxWhat you've already sent, and replies
ChannelsText, email, Instagram and Facebook DMsWhere we talk with your customers
No API?A CSV exportEnough to start on day one

Connections run through read-only access and event notifications (a new lead, a booking, a purchase). We write back only what you allow: conversation notes, tags, booked appointments. The specific connectors and the engine behind them are proprietary; we walk your team through your exact setup on the kickoff call.

Start with your numbers.

Two minutes from you. Your Revenue Report, built on your own customers.

Get my free Revenue ReportSee a sample workspace