Guides
Automation guides for small businesses
Long-form guides for owners and managers who want to understand costs, payment and the first steps before they talk to anyone. Every price in them matches our pricing page.
Not sure which guide fits your business?
Free. Three short fields, and we reply by email within one business day.
Industry guides
Step-by-step guides by industry
What to automate first, which tools it works with, what it costs and how the first month goes.
Dental practice automation guide
Missed calls, confirmations, recall and insurance checks, with Open Dental, Dentrix and Eaglesoft.
Real estate team automation guide
Lead replies, showings and CRM write-back with Follow Up Boss, kvCORE, Lofty and your MLS.
Medical practice automation guide
Intake, reminders and prior authorization steps, with the BAA and HIPAA questions to ask first.
Real estate brokerage automation guide
Lead routing across agents, transaction checklists, compliance files and the CRM and MLS tools brokerages use.
Property management automation guide
Inquiry replies, showings, maintenance requests and owner updates, and what to automate first.
Financial advisory firm automation guide
Meeting prep, client onboarding and CRM notes, with the books-and-records and review rules that apply.
Freight forwarder automation guide
Quote requests, shipment updates, documents and demurrage and detention tracking for small forwarders.
Costs and buying
Costs, payment and first steps
What you pay for, how payment is split, and the ways to start small.
AI agent cost guide 2026
Setup by number of agents, a $4,000 first agent, managed plans, model usage and what others charge.
How much business automation costs
Price floors, the three parts you pay for, sample project ranges and how to keep a build small.
How automation pricing and payment work
Fixed quotes, the four-band payment schedule, the 30-day warranty and why there are no refunds.
What a paid readiness assessment gets you
Two weeks, $3,199, a ranked plan and a fixed quote, with the full fee credited to the build.
Pick your first three automations in half a day
How the $2,800 remote workshop runs, what your team leaves with and how to prepare.
What our 30-day warranty covers
What counts as broken, what does not, how to report a problem and what happens on day 31.
What AI automation agencies charge in 2026
Published prices from 20 US firms, how they compare and what to ask before you sign.
Work out automation ROI before you buy
A plain formula for hours saved, money recovered and payback, with a worked example.
What missed calls cost a dental practice
The 2026 math on missed calls, new patient value and what a reply system costs.
What a slow lead reply costs a real estate team
How reply time affects lead conversion and what a speed-to-lead setup costs.
How we run an automation project
From first email to handover: scoping, the fixed quote, build, testing and support.
Setup and governance
Running AI agents safely
How to connect tools, set limits and keep a record of what an agent did.
AI agent governance checklist
Permissions, approvals, logs, data rules and how to pause an agent, in one list for small teams.
Connect your CRM to Claude with MCP
Step by step: pick the server, set narrow permissions, test reads, then add writes with approval.
Self-host Buzz on a VPS with Docker Compose
Server sizing, Docker Compose, a domain with HTTPS through Caddy, backups and updates.
Checklists
Short checklists you can run this week
One page each, for spotting the manual work worth fixing first.
- Healthcare & dental checklist
- Real estate checklist
- Financial services checklist
- Freight forwarding checklist
Want the shorter reads too? Browse the blog, the comparisons or the MCP tutorials.
Free. Three fields. We reply within one business day.
Not sure which guide fits your business?
Tell us what you want to fix and we'll point you to the right guide and a first step.
What happens next
- 1.You send one line about the task.
- 2.Shariq reads every message and replies by email within one business day.
- 3.If it fits, you get a written plan or a short call. Your choice.
- 4.If it does not fit, we tell you and point you to a better option.
“Shariq built our Open Dental to GoHighLevel sync and our AI routing system for new patient inquiries. Both projects were delivered fast, worked right away, and he was responsive whenever we needed adjustments. He understands dental practice workflows and doesn't overcomplicate things.”