🩺  Medical Practices

Less time on phones.
More time on patients.

You went into medicine to care for people. Not to manage a phone queue, chase no-shows, and wonder why your front desk can't keep up with everything being asked of them.

The administrative burden eating your capacity isn't inevitable. It's a systems problem. And systems problems are fixable.

Does any of this sound familiar?
✕
Patients can't reach you after hours
Someone needs to schedule, has a question, or is looking for a new provider. They call. They get voicemail. They try the next practice.
The Anytime Agent answers every call, every hour. Patients get a response. You get the booking.
✕
No-shows disrupting your schedule
A patient books, doesn't confirm, doesn't show. That slot is gone. Your staff spent time on it. Your overhead didn't notice.
Automated reminder sequences timed to when your patients actually respond reduce no-shows significantly.
✕
Front desk can't keep up
Scheduling, confirmations, recalls, new patient intake, insurance questions — all landing on the same team that's also checking patients in. Something always falls through.
AI handles the repetitive. Your team handles the human.
✕
Follow-up slips through the cracks
Patients who need recall, follow-up, or preventive care reminders aren't getting them consistently. That's both a care gap and a revenue gap.
Automated follow-up sequences that run on schedule, every time, without anyone having to remember.
21 Years Navy Command· Combat Veteran· HIPAA-Aware Configuration· 24/7 Patient Intake· Real Humans Included

What we fix

The four operational gaps
costing your practice daily.

We treat your practice the way a good clinician approaches a patient: diagnose before prescribing.

01
Patients lost after hours
Most scheduling decisions happen outside business hours. If your practice goes to voicemail, that patient calls the next provider. This is the most common and most fixable leak in a medical practice.
The Anytime Agent answers every call, every hour, and books the appointment before the patient tries someone else.
02
No-shows disrupting your schedule
Every no-show is a care gap and a production loss. Most happen because reminder sequences are too simple, too infrequent, or don't exist beyond a single automated text.
Multi-touch reminder sequences timed to when your specific patients respond. Confirmations that actually confirm.
03
Front desk capacity limits your growth
You can't see more patients if your front desk is the bottleneck. Every call they take is time not spent on patients in the building. That's a systems problem.
AI handles the routine volume so your team can focus on the patients in front of them.
04
Follow-up and recall falling through
Patients due for follow-up, preventive care, or chronic condition management aren't being reached consistently. That's both a quality-of-care issue and a revenue issue.
Automated recall and follow-up sequences that run on schedule without anyone having to manually trigger them.

The SBD Ops Engine — for medical practices

Multiple Tools.
One System.

Not off-the-shelf products bolted together. Configured for your practice and wired into each other so everything actually works as a system.

Anytime Agent
AI voice, intake & follow-up — 24 hours a day

Answers calls, books appointments, sends reminders, and texts back missed calls — around the clock. Your practice is always available, even when your team isn't.

  • ✓
    AI voice agent — inbound calls answered 24/7Natural-sounding, not robotic
  • ✓
    Missed-call text-back — instant SMS responseMissed call becomes a live conversation in seconds
  • ✓
    Automated reminders — reduce no-shows significantlySMS and email, timed to when patients actually respond
  • ✓
    Appointment booking — straight to your calendarNo back-and-forth, no holds, no voicemail
  • ✓
    CRM included if you need oneUnlimited contacts, pipelines, and user seats

HIPAA-aware configuration throughout. We take patient data seriously.

🛠️
SBD Ops Engine
Smart CRM + AI automations that keep care on track

Your CRM should work for your practice. The Ops Engine wires AI into your patient workflows — scoring contacts, routing new patients, automating recall and follow-up sequences. No babysitting required.

  • ✓
    AI-powered patient scoring & triagePriority patients and care gaps surface automatically
  • ✓
    Automated intake & pipeline routingNew contacts tagged, segmented, routed on arrival
  • ✓
    Omnichannel follow-up sequencesEmail and SMS, timed and personalized automatically
  • ✓
    CRM included if you need oneUnlimited contacts, pipelines, and user seats

In the Navy, undocumented processes cost lives. In your practice, they cost patients. Let's document them.

Part of the SBD Ops Engine

RapportRadar™
Deep Prospect Intelligence

Most research tools tell you what someone did. RapportRadar tells you who they are — five behavioral frameworks plus live data scraping. Then it writes your outreach matched to how that specific person actually responds.

The behavioral profile feeds directly back into the Anytime Agent chatbot — so every subsequent interaction automatically mirrors that person's communication style. The more contacts you profile, the smarter your entire system gets.

DISC Assessment
Dominance, Influence, Steadiness, Conscientiousness — how they communicate and decide
Big Five (OCEAN)
Openness, Conscientiousness, Extraversion, Agreeableness, Neuroticism — from their digital footprint
MBTI
16 personality types revealing how someone processes information and makes decisions
Enneagram
Core motivations, fears, and internal drives that influence buying and giving decisions
SWOT Analysis
Complete strategic overview of the prospect — strengths, weaknesses, opportunities, and threats
The Deep Dossier™ includes
›Full behavioral profile across all five frameworks
›Pre-written email, call script & text — each matched to their behavioral style
›Capacity estimate and background summary
›Recommended approach, timing, and ask strategy
›Chatbot interaction style auto-adjusts to match their profile on every future touchpoint
The Feedback Loop

Every profile you run makes your Anytime Agent smarter. The communication modifier from each Deep Dossier is pushed back to the voice and chat agent — so when that person calls again, the AI already knows how to talk to them. Your system gets more intelligent with every interaction.

Walk into every important conversation already knowing who's across the table. Your most experienced person, briefed in minutes, not weeks.

⚡
SBD AI
Reaction Control
Sequencer
RCS
Included in every plan

Maintain Command with the SBD AI Reaction Control Sequencer (RCS).

Never worry about your AI giving out outdated information. With the RCS, you can instantly update your agent's knowledge base with the click of a button. New provider joining the practice? Changing your holiday hours? Type it in, and your AI adapts its conversations in real-time. Total control, zero coding required.

What's included

See exactly what
you're getting.

Feature
AI Launch
$597/mo
AI Growth
$997/mo
AI Command
$2,795/mo
AI Ascent
$4,995+/mo
Setup Fee — Non-Profit / Mission-Driven
$2,795 $1,995
$3,795 $2,995
~$5,995 ~$4,995
Custom
Setup Fee — For-Profit
$2,795
$3,795
~$5,995
Custom
CRM — Unlimited Contacts & Pipelines
✓
✓
✓
✓
Unlimited User Seats
✓
✓
✓
✓
AI Voice Agent — 24/7 Inbound Calls
✓
✓
✓
✓
Missed-Call Text-Back & 2-Way SMS
✓
✓
✓
✓
Website Chat-to-Text Widget
✓
✓
✓
✓
Appointment Booking
✓
✓
✓
✓
Intelligent Intake → CRM + Tags
✓
✓
✓
✓
Unified Inbox
✓
✓
✓
✓
Reaction Control Sequencer (RCS)
✓
✓
✓
✓
AI-Powered Onboarding
✓
✓
✓
✓
Reputation Manager
—
✓
✓
✓
RapportRadar™ / Deep Dossiers
—
100/mo
250/mo
500/mo
Monthly Prospect Delivery
—
50/mo*
150/mo*
Custom*
Omnichannel Outreach Sequences
—
10/mo
50/mo
100+/mo
Automated Debrief
—
✓
✓
✓
Lead Reactivation Sequence
—
✓
✓
✓
Chatbot Behavioral Adaptation
—
—
✓
✓
Account Monitor
—
—
100/mo
500+/mo RT
Target Acquisition
—
—
✓
✓
Newsfeed Signal Monitoring
—
—
—
✓
Real-Time Alerts + Priority Support
—
—
—
✓
* Usage & Overages
Voice (Anytime Agent)
Billed at $0.008/min via your communications wallet. Clients maintain a pre-paid balance that auto-recharges. "Unlimited automated minutes" refers to the platform's concurrent call capacity — telephony costs are billed separately.
SMS / Text Messages
Billed at $0.15/text. All SMS is A2P 10DLC registered and compliant. Two-way conversations, drip campaigns, and missed-call text-backs all pull from your communications balance.
RapportRadar™ / Deep Dossiers
Monthly allotment resets on your billing date. Additional dossiers: For-Profit $3.00 (Launch) or $1.50 (Growth) / Non-profit $1.95 (Launch) or $1.00 (Growth) each. Each dossier includes full behavioral profile, SWOT, and pre-written outreach scripts.

Choose your plan

Straightforward pricing.
No surprises.

All four plans include full configuration, integration, and testing before handoff. The difference is scale — how much intelligence and automation do you want working for you?

Starter
AI Launch
Intelligent automation to start taking things off your plate
$597 / month
One-time setup fee: $2,795
What's included
✓
AI Voice Agent — 24/7 inbound call handling
✓
Missed-call text-back — instant SMS response
✓
2-way SMS / AI chatbot
✓
Website chat-to-text widgetConverts website visitors to SMS conversations
✓
Appointment booking — straight to your calendar
✓
Intelligent intake → CRM with tagsWho called and why, captured automatically
✓
Unified inboxSMS, email, website chat, and social DMs in one place
✓
CRM — unlimited contacts, pipelines & seats
✓
Reaction Control Sequencer (RCS)Real-time AI knowledge override — update your agent instantly, no coding required
✓
AI-powered onboarding
Get Started with AI Launch
* Usage & Overages
Voice (Anytime Agent)
Billed at $0.008/min via your communications wallet. Clients maintain a pre-paid balance that auto-recharges. "Unlimited automated minutes" refers to the platform's concurrent call capacity — telephony costs are billed separately.
SMS / Text Messages
Billed at $0.15/text. All SMS is A2P 10DLC registered and compliant. Two-way conversations, drip campaigns, and missed-call text-backs all pull from your communications balance.
RapportRadar™ / Deep Dossiers
Monthly allotment resets on your billing date. Additional dossiers billed per overage rate shown in your plan. Each dossier includes full behavioral profile, SWOT, and pre-written outreach scripts.
Most Popular
AI Growth
Full-scale automation — let AI take everything it can handle
$997 / month
One-time setup fee: $3,795
Everything in AI Launch:
✓
AI Voice Agent — 24/7 inbound call handling
✓
Missed-call text-back — instant SMS response
✓
2-way SMS / AI chatbot
✓
Website chat-to-text widgetConverts website visitors to SMS conversations
✓
Appointment booking — straight to your calendar
✓
Intelligent intake → CRM with tagsWho called and why, captured automatically
✓
Unified inboxSMS, email, website chat, and social DMs in one place
✓
CRM — unlimited contacts, pipelines & seats
✓
Reaction Control Sequencer (RCS)Real-time AI knowledge override — update your agent instantly, no coding required
✓
AI-powered onboarding
PLUS
AI Growth Adds
✓
Reputation ManagerAutomated review requests + AI response to incoming reviews
✓
RapportRadar™ Deep Dossiers — 100/monthDISC + Big Five (OCEAN) + MBTI + Enneagram + SWOT
✓
Monthly Prospect Delivery — 50 records/month**Verified contacts loaded into CRM with outreach firing automatically
3 Core AI Automations & Workflows
✓
Omnichannel Outreach — 10 sequences/monthPersonalized email, SMS & voicemail matched to behavioral profile
✓
Automated DebriefAuto-log notes, update pipeline, draft follow-ups after calls
✓
Lead Reactivation SequenceRe-engages cold and lapsed contacts through multi-touch SMS/email/voicemail
Get Started with AI Growth
* Usage & Overages
Voice (Anytime Agent)
Billed at $0.008/min via your communications wallet. Clients maintain a pre-paid balance that auto-recharges. "Unlimited automated minutes" refers to the platform's concurrent call capacity — telephony costs are billed separately.
SMS / Text Messages
Billed at $0.15/text. All SMS is A2P 10DLC registered and compliant. Two-way conversations, drip campaigns, and missed-call text-backs all pull from your communications balance.
RapportRadar™ / Deep Dossiers
Monthly allotment resets on your billing date. Additional dossiers billed per overage rate shown in your plan. Each dossier includes full behavioral profile, SWOT, and pre-written outreach scripts.
AI Command
AI Command
Systematic intelligence and outreach at real scale
$2,795 / month
One-time setup fee: ~$5,995
Everything in AI Growth:
✓
AI Voice Agent — 24/7 inbound call handling
✓
Missed-call text-back — instant SMS response
✓
2-way SMS / AI chatbot
✓
Website chat-to-text widgetConverts website visitors to SMS conversations
✓
Appointment booking — straight to your calendar
✓
Intelligent intake → CRM with tagsWho called and why, captured automatically
✓
Unified inboxSMS, email, website chat, and social DMs in one place
✓
CRM — unlimited contacts, pipelines & seats
✓
Reaction Control Sequencer (RCS)Real-time AI knowledge override — update your agent instantly, no coding required
✓
AI-powered onboarding
✓
Reputation ManagerAutomated review requests + AI response to incoming reviews
✓
RapportRadar™ Deep Dossiers — 100/monthDISC + Big Five (OCEAN) + MBTI + Enneagram + SWOT
✓
Monthly Prospect Delivery — 50 records/month**Verified contacts loaded into CRM with outreach firing automatically
3 Core AI Automations & Workflows
✓
Omnichannel Outreach — 10 sequences/monthPersonalized email, SMS & voicemail matched to behavioral profile
✓
Automated DebriefAuto-log notes, update pipeline, draft follow-ups after calls
✓
Lead Reactivation SequenceRe-engages cold and lapsed contacts through multi-touch SMS/email/voicemail
PLUS
AI Command Adds
✓
RapportRadar™ Deep Dossiers — 250/monthOverage: $3.00 each (FP) | $1.95 each (NP)
✓
Monthly Prospect Delivery — 150 records/month**Higher volume, same automated pipeline
✓
Omnichannel Outreach — 50 sequences/month5× the volume of AI Growth
✓
Chatbot Behavioral AdaptationRapportRadar profile feeds back to your AI agent
Intelligence & Prospecting
✓
Account Monitor — 100 contacts/monthMonthly refresh: job changes, wealth events, board moves (Nyne-powered)
✓
Target Acquisition WorkflowAutomated prospect list generation from public financial & business data
Get Started with AI Command
* Usage & Overages
Voice (Anytime Agent)
Billed at $0.008/min via your communications wallet. Clients maintain a pre-paid balance that auto-recharges. "Unlimited automated minutes" refers to the platform's concurrent call capacity — telephony costs are billed separately.
SMS / Text Messages
Billed at $0.15/text. All SMS is A2P 10DLC registered and compliant. Two-way conversations, drip campaigns, and missed-call text-backs all pull from your communications balance.
RapportRadar™ / Deep Dossiers
Monthly allotment resets on your billing date. Additional dossiers billed per overage rate shown in your plan. Each dossier includes full behavioral profile, SWOT, and pre-written outreach scripts.
AI Ascent
AI Ascent
Real-time intelligence. Full-scale activation.
$4,995+ / month
One-time setup fee: Custom — scoped to your needs
Everything in AI Command:
✓
AI Voice Agent — 24/7 inbound call handling
✓
Missed-call text-back — instant SMS response
✓
2-way SMS / AI chatbot
✓
Website chat-to-text widgetConverts website visitors to SMS conversations
✓
Appointment booking — straight to your calendar
✓
Intelligent intake → CRM with tagsWho called and why, captured automatically
✓
Unified inboxSMS, email, website chat, and social DMs in one place
✓
CRM — unlimited contacts, pipelines & seats
✓
Reaction Control Sequencer (RCS)Real-time AI knowledge override — update your agent instantly, no coding required
✓
AI-powered onboarding
✓
Reputation ManagerAutomated review requests + AI response to incoming reviews
✓
RapportRadar™ Deep Dossiers — 100/monthDISC + Big Five (OCEAN) + MBTI + Enneagram + SWOT
✓
Monthly Prospect Delivery — 50 records/month**Verified contacts loaded into CRM with outreach firing automatically
3 Core AI Automations & Workflows
✓
Omnichannel Outreach — 10 sequences/monthPersonalized email, SMS & voicemail matched to behavioral profile
✓
Automated DebriefAuto-log notes, update pipeline, draft follow-ups after calls
✓
Lead Reactivation SequenceRe-engages cold and lapsed contacts through multi-touch SMS/email/voicemail
✓
RapportRadar™ Deep Dossiers — 250/monthOverage: $3.00 each (FP) | $1.95 each (NP)
✓
Monthly Prospect Delivery — 150 records/month**Higher volume, same automated pipeline
✓
Omnichannel Outreach — 50 sequences/month5× the volume of AI Growth
✓
Chatbot Behavioral AdaptationRapportRadar profile feeds back to your AI agent
Intelligence & Prospecting
✓
Account Monitor — 100 contacts/monthMonthly refresh: job changes, wealth events, board moves (Nyne-powered)
✓
Target Acquisition WorkflowAutomated prospect list generation from public financial & business data
PLUS
AI Ascent Adds
✓
RapportRadar™ Deep Dossiers — 500/monthOverage: $3.00 each (FP) | $1.95 each (NP)
✓
Monthly Prospect Delivery — custom volumeScoped to your market and target criteria
✓
Omnichannel Outreach — 100+ sequences/month
Real-Time Intelligence
✓
Account Monitor — real-time alerts on 500+ contactsFires same day — job change, funding, wealth signal detected
✓
Newsfeed signal monitoringLinkedIn, news, social — know when your prospect makes the news
White-Glove Service
✓
Priority support + dedicated optimizationDirect line, fastest response, monthly strategy review
✓
Custom workflow builds includedWe build it. You run it.
Get Started with AI Ascent
* Usage & Overages
Voice (Anytime Agent)
Billed at $0.008/min via your communications wallet. Clients maintain a pre-paid balance that auto-recharges. "Unlimited automated minutes" refers to the platform's concurrent call capacity — telephony costs are billed separately.
SMS / Text Messages
Billed at $0.15/text. All SMS is A2P 10DLC registered and compliant. Two-way conversations, drip campaigns, and missed-call text-backs all pull from your communications balance.
RapportRadar™ / Deep Dossiers
Monthly allotment resets on your billing date. Additional dossiers billed per overage rate shown in your plan. Each dossier includes full behavioral profile, SWOT, and pre-written outreach scripts.
Premium Coaching
Limited Availability

Premium Coaching
(with a real-life Human)

When the problems feel bigger than just software fixes.

For leaders who want to not only fix their processes and systems, but who want to show up differently — in their business and in their life.

Premium coaching goes beyond operations. It's high-level accountability, one-on-one coaching, and the kind of honest conversation most consultants won't have with you. This is not for the faint of heart.

This is for the people who are done playing small.

What's included
✓
Commander's Intent — clear goals, clear ownership
✓
Role definition and accountability structure
✓
Strategic growth planning and positioning
✓
Ongoing advisory — not a quick fix nor a one-time PowerPoint and a goodbye

The Navy required a lot of PowerPoint. A lot. AI handles that part now — so we can spend our time on the things that actually move you forward.

Pricing is custom based on scope. Start with a free consultation.
Inquire About Premium Coaching

The process

Four steps.
No surprises.

1
Intel Assessment
We look at what you have, what's broken, what deserves saving, and what should probably just be put out of its misery.
Translation: a real conversation, no sales pitch.
2
Commander's Intent
We define where you want to go and agree on what success looks like for your practice specifically.
Translation: same page before we touch anything.
3
Deploy the Engine
We build, configure, and launch your system. You see results, not deliverables.
Translation: we do the work. You see the difference.
4
Sustainment
Ongoing optimization and a real human to call when something acts weird. We stay involved — that's the point.
Translation: we don't vanish after month one.

Your patients deserve
a practice that picks up.

Free consultation. We'll show you exactly what's leaking — and how fast we can fix it.

No commitment. No jargon. HIPAA-aware from day one.

Book your intel assessment →