Not sure what to automate? Start with a fit session.

A free 15-minute call. You tell me where customers or money slip. I tell you which simple system fits, what it would cost, or that you should leave it alone.

Local to Edmonton. Month to month, no long contract. Prices in CAD.

The short answer

Quick answer: a fit session is a free call with an Edmonton automation consultant. We look at how customers reach you and how money comes in, find the one or two places that leak, and decide whether a simple system would fix them. You leave with a straight answer, even if the answer is “don't buy anything.”

Most small businesses don't have an “AI problem.” They have a Saturday-night inquiry that sits until Monday, a quote that nobody followed up on, or an invoice that nobody chased. This call is about finding that, not about selling software.

Five places businesses leak, whatever the industry

Under the nine industries on this site there are really five patterns. Almost every service business has at least one of them. The fit session figures out which one is yours.

First reply

New inquiries wait hours or days for an answer, so the customer calls someone else.

Quote follow-up

You send the quote, the customer says “let me think about it,” and nobody follows up.

Getting paid

Work is done, but invoices go out late and overdue accounts get chased only when you remember.

Missing documents

You can't start until the client sends the paperwork, and you spend hours asking for it.

Empty slots

Cancellations go unfilled and customers who said “not today” never hear from you again.

What kinds of business is this for?

The patterns were built and tested first for banquet halls, contractors, commercial cleaners, construction subs, tax and bookkeeping firms, oilfield services, immigration consultants, auto repair shops and physio clinics. See all industries.

If you're something else, such as a landscaper, a photographer, a dental office, a renovation company or a studio, the same five patterns may still apply. These are examples of the kind of business that sells by quote, appointment or booking. They are not clients, and no results are claimed for them. The call is where we check.

What we look at in 15 minutes

  1. How people reach you

    Phone, text, website form, email, social. Where do they land, and who sees it, and how long until someone replies?

  2. What happens after the first reply

    Quotes, bookings, deposits, documents, invoices. Where does a job wait on a person to remember something?

  3. What it costs when it slips

    Roughly how many a month, and what a normal job is worth. Rough numbers are fine. The Missed-Revenue Calculator shows the maths if you want to try it first.

  4. What a fix would look like

    One simple system, what you'd approve, what it runs on, and what it costs per month. Or a free fix you can make yourself.

Why I might tell you not to automate something

Not everything should be automated. A few honest cases:

  • Your volume is too low. If you get three inquiries a week and answer them all in ten minutes, a system adds cost and little else.
  • The conversation is the product. High-trust, high-value first calls are usually better handled by you, in person or on the phone.
  • A tool you already pay for does it. Many booking, accounting and CRM tools have reminder features switched off. Turning them on is free.
  • The process is broken before it gets to the system. Automating a confusing quote or an unclear policy just makes the confusion faster.

If that's your situation, I'll say so on the call and you'll have lost 15 minutes, not $300.

What happens after the call

There are three possible outcomes. First, there's nothing worth fixing, and we part on good terms. Second, there's a free fix, and I tell you how to make it. Third, there's something worth a closer look, and the next step is the $300 Missed-Revenue Audit: a 45-minute walk-through and a short written report within 3 business days, credited to setup if you go ahead. See pricing for what setup and monthly plans cost.

Nothing is set up, and nothing is sent to your customers, without your approval.

Questions people ask about the fit session

Do you only work with the industries listed?

No. The nine industries on the site are where I have built and tested the patterns first. The five systems underneath (first reply, quote follow-up, payment, documents, empty slots) fit many other businesses that sell by quote, appointment or booking. If your business isn't listed, the fit session is how we find out whether one of them helps.

How do you decide what to automate?

I start with where a customer or a dollar slips today: an inquiry nobody answers until Monday, a quote that goes quiet, an invoice nobody chases, a document that never arrives, a cancelled slot nobody fills. Then I check whether a simple system would fix it and whether it would pay for itself. If the answer is no, I say so.

What does the fit session cost?

Nothing. It is a free 15-minute call. If it makes sense to go further, the next step is the $300 CAD Missed-Revenue Audit, which is credited to setup if you go ahead.

What happens if you decide I should not automate anything?

Then you've spent 15 minutes and I've told you plainly. Sometimes the right answer is a free fix you can make yourself, or a tool you already pay for. I would rather tell you that than sell you something you don't need.

Do I need to prepare anything?

No. It helps to have a rough idea of how many inquiries or quotes you handle in a month and what an average job is worth, but guesses are fine. We use your numbers, not mine.

Is a fit session the same as the audit?

No. The fit session is a short, free conversation to decide if there is anything worth fixing. The audit is a 45-minute walk-through with a short written report within 3 business days.

Tell me where it slips

15 minutes, free. Bring your messiest process and I'll tell you honestly whether a simple fix exists.

Call or text 437-424-3520, or email paras@evensteadautomation.com.