Simple Process. Real Results
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20 minutes. No pitch. Just a straight conversation about where your time goes and whether automation makes sense for your business. There's nothing to prepare and no obligation to continue
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If you elect to move forward, the audit fee is collected, and an audit prep call is scheduled. Fee includes the following:
Prep Call
We will spend 30 minutes mapping your current workflows, tools, and daily routines to determine what specific tasks and workflows should be shadowed on the day of your official audit. Audit date is scheduled
1-Day Audit
We spend the day observing, documenting, and asking questions. We look at your inbox, your calendar, your CRM, your scheduling tools; all the things that make your business run
Report and Proposal
Within 48 hours, you'll receive a written summary of your current workflows plus a custom automation proposal including specific agents, specific tools, and specific targeted outcomes. No vague promises. You decide whether to move forward
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Agents are custom-built and integrated into your business systems. To protect your IP and data, all clients retain sole agent ownership and grant Upside AI access as a user
Quick reference materials are provided regarding agent operations and expectations, along with initial training
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Upside AI provides ongoing agent support, optimization, fixes, and updates as models change and your business needs evolve. This monthly service fee includes:
Account management and strategic guidance
Monthly recaps and analysis on agent performance
Preferred pricing on future agents and custom builds
How it works
Tools used to customize your automations
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None. You don't need to know anything about automation or software. That's what we're here for.
If you are comfortable sending an email, you can work with what we build
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Gmail, Outlook, Calendly, Acuity, HubSpot, Salesforce, Zoom, Google Meet, ServiceTitan, Jobber, and many more.
Agents connect to the systems you already use and action only tasks assigned
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We spend a full day mapping your current workflows, tools, and time; observing how your business actually runs, not just how you think it runs.
It's thorough, low-friction, and the foundation for everything we build
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Following the Discovery Call, you will receive a one-page report summarizing our conversation, along with a flat-rate audit fee.
The audit fee covers the audit preparation call, on-site audit, as well as the detailed report with recommended agent builds and all associated costs