Pilot offer

Tax Season Front Desk Setup Sprint

A service-first engagement to map routine calls, approve scripts, define escalation rules, and run a manual pilot before building production software.

Pricing is intentionally mock/editable for demos. The founder should use these ranges to test willingness to pay before committing to product build-out.

Sprint scope

The sprint creates the operating manual a human operator needs to safely reduce front desk interruptions.

Call flow mapping
Approved phone scripts
Client FAQ
Bilingual English/Chinese templates
Escalation rules
Appointment scheduling rules
Portal instruction templates
Simple call log/dashboard
Weekly reporting template

Mock pricing

Pilot ranges to test

Setup Sprint

$750-$1,500

one-time

Call flow mapping, approved scripts, portal instructions, escalation rules, and first dashboard.

Seasonal Front Desk Support

$1,000-$3,000

per month

Manual operator support for routine calls, missed-call recovery, scheduling, and weekly reporting.

Bilingual Front Desk Support

$1,500-$3,500

per month

English and Chinese process support for portal walkthroughs, scheduling, and call routing.

Use the pilot to learn what matters.

Track which categories repeat, which calls are resolved without firm interruption, and which exceptions firms are willing to pay to remove from their day.

Request workflow audit