Getting enquiries to the right person
New enquiries file themselves, pick the right person by your rules, and reach them without anyone retyping a thing.
Automation and optimization consulting
What I build
Most practices lose the same hours to the same handful of jobs. These are the ones worth handing to a system first.
New enquiries file themselves, pick the right person by your rules, and reach them without anyone retyping a thing.
Everything sorted the moment it lands, the noise set aside rather than deleted, and one short summary each morning.
Referral posts and enquiries spotted within a minute, with your reply already written and waiting for you to send.
Statements, letters, and invoices built from your own records and sent on time, every time, without a template being opened.
Case study
A counseling practice in Smyrna, Georgia, where every website enquiry used to be copied out by hand before anyone could act on it.
Smyrna Couples Counseling
Before
Every enquiry from the practice website arrived as an email. The owner read it, retyped the name, phone, email, and what the couple was dealing with into a shared spreadsheet, worked out whose turn it was, then forwarded the email to that therapist. Ten minutes of admin per enquiry, and only while somebody was at a desk. Evening and weekend enquiries waited until morning.
After
The enquiry is now read the moment it arrives. Its details are written into the practice's own referral sheet, in the right month, using the practice's own categories. The next therapist is chosen by the rotation the owner set, or by name if the client asked for someone. The email is forwarded to that therapist and marked as handled. Nobody types anything.
Client named with permission. References are shared privately with serious prospects, once the client has agreed to that specific introduction.
How we work
Three ways in, depending on whether you want it built, want a second pair of eyes on something specific, or want your own people to own it.
I map the process, design the system around how you already work, build it inside the tools you already pay for, and hand it over documented. Fixed scope, fixed price, delivered in weeks.
You have a process that is breaking, an automation that half works, or a decision to make about tooling. I look at the actual thing, tell you what I would do, and say plainly when the answer is to change nothing.
The point is that you stop needing me. I teach your team to run, change, and extend what has been built, so the knowledge stays in the business rather than in my head.
The person you get
No account manager and no handoff to someone junior. You talk to the person writing the thing, and the work gets tested against your real week before anybody calls it done.
Jonah Hamilton, Atlanta
Prefer to just write?
jonah@jhmedia.io
678-736-0237
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