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Six to eight things to sell, before their next QBR.
Answer five questions about one client. This is what comes back — unedited.
Sample report · unedited output
AI Automation Opportunity Report: Meridian Dental Group
Healthcare / medical practice · 16–30 employees
Patient Intake Form Checker
Scans submitted intake forms against required fields and flags what’s missing before it reaches the front desk.
At the $42/hr you entered, the low end (8 hrs) frees about $336/mo. Even if only half lands, that is $168/mo.
“Catch the missing insurance field before the appointment — not while the patient is standing at reception.”
Patient Enquiry Triage & Draft Replies
Sorts incoming patient emails and web enquiries — rescheduling, billing questions, new-patient requests — and drafts replies for the routine ones.
“The ‘can I move my appointment’ emails are answered before your front desk opens them.”
- Your client list never leaves your browser. Nothing to breach on our side, because we do not hold it.
- Every report names the off-the-shelf alternative your client could buy instead — so you are never caught out mid-meeting.
- Cancel yourself in two clicks. No email, no retention call.
48% of MSPs rank AI & automation as their clients’ top need for 2026 — and 13% are generating meaningful revenue from it. Kaseya 2026 State of the MSP Report