A boutique AI retainer · Built and run for you
AI front desk and lead follow-up for the local service businesses that don’t have time to run it themselves.
Hatchmark builds and operates the back-office workflows — missed-call text-back, scheduling, review requests, lead qualification, SMS and email nurture — for dental, HVAC, med-spa, legal and home-services shops. Billed as a flat monthly retainer. You never touch the tech.
What we run for you
Four workflows, run end-to-end. You don’t log in to anything new.
Pre-built for the way your vertical books, follows up and gets reviewed — then wired into the CRM, calendar and lead sources you already pay for.
A reply in under a minute
When a call goes to voicemail, a well-worded SMS goes out from your number — not a chatbot, not a templated ‘we’ll call back next week.’ The conversation is on-brand and qualified before it ever reaches your front desk.
Books straight into your calendar
Patients, leads and prospects confirm appointments through two-way SMS. Confirmations, day-of reminders, and reschedules run on autopilot — your CRM is the source of truth, not another app to log into.
Earn reviews on the cadence that fits
Trigger review asks 24–72 hours after a visit, only for the 4- and 5-star experiences. Unhappy feedback routes back to your team before it hits Google. We tune the timing per vertical — not with a generic playbook.
A pipeline that doesn’t go cold
Inbound web leads get a same-business-hour SMS, an email sequence and a re-engagement nudge if they stall. You see only the ones worth a call — already warmed up, already qualified.
Where we focus
Five verticals. Built into the workflows, not bolted on.
The market is loud — productized-agency courses from Liam Ottley and Nick Saraev plus white-label platforms like Vendasta and GoHighLevel have trained thousands of generalist competitors. We counter that by going narrow: one or two verticals per market, and pre-built for the way each one books, follows up and gets reviewed.
Dental
Recall, hygiene reactivation, treatment-plan follow-through
HVAC
Off-season tune-ups, emergency dispatch, post-install reviews
Med-spa
Consult-to-treatment conversion, no-show recovery, review cadence
Legal
Intake-to-discovery routing, retainer follow-ups, intake nurture
Home services
Quote follow-up, booked-job reviews, referral reactivation
Engagement
Flat retainer. Optional project work. No hourly billing.
Clients pay a flat monthly retainer, between $500 and $2,500, scoped to the workflows in the box on the right. Onboarding-redesign or new-build projects are quoted separately.
- Twelve-month minimum — long enough to tune, short enough to keep us honest.
- Month-to-month after month twelve, cancel any time.
- We keep the founder on sales, onboarding and account work — the build work goes to vetted contractors.
The retainer
Per month · per location
$500 – $2,500
Optional productized project work — onboarding redesigns, new review-request builds, intake rebuilds — quoted on a flat fee. Nothing on hourly billing.
How it starts
Four steps. One on each call, not in a deck deck.
01
Discovery
A 45-minute working session on your actual workflow — calendar, CRM, intake forms, the calls you’re missing. We leave with a one-page scope you can read in five minutes.
02
Build
Pre-built for your vertical, then tuned to your voice, your booking rules and your compliance posture (TCPA, HIPAA where applicable, state-by-state consent). Two-week average delivery.
03
Launch + handoff
Your team gets a single Loom walkthrough and a written runbook. We monitor for the first month and adjust copy, timing and routing based on the data, not on a checklist.
04
Monthly reporting
A one-pager each month: texts sent, replies, bookings, reviews, revenue influenced. The same report every month, in plain English, with no hour-tracking and no “deliverable” meetings.
FAQ
What you’re actually signing up for.
The five questions we get on every intro call. If you have a sixth, write to us.
A boutique retainer · Built and run, not configured
Stop missing the calls that would’ve paid for this twice over.
We’ll spend 45 minutes on a working session — your calendar, your CRM, the calls you’re missing — and come back with a one-page scope. No deck, no follow-up sequence, no “next steps.”