Services & Pricing

Four workflows. One monthly price. Zero busywork.

Each automation is custom-built for your business, wired into your existing tools, and monitored every month. Pick one or stack all four.

📥

Lead Intake Automation

Stop losing leads after hours. Every form submission, phone call, and website inquiry gets captured, qualified, and routed instantly — 24/7, even when your office is closed.

  • Auto-capture from website forms, Google Ads, and social media
  • AI-powered lead scoring and qualification
  • Instant notification to the right team member
  • Auto-response within 60 seconds (text + email)
  • CRM integration (HubSpot, Salesforce, or spreadsheet)
Typical Client Result
40%
more leads captured per month. No more voicemails from Tuesday night that nobody checks until Thursday.
📲

Appointment Reminders

No-shows cost you $150-$300 each. Our automated text and email reminders go out at exactly the right time, in a tone that matches your brand — patients confirm, reschedule, or cancel in one tap.

  • Multi-channel: SMS, email, and voice (optional)
  • Smart timing: 48hrs, 24hrs, and 2hrs before
  • One-tap confirm, reschedule, or cancel
  • Waitlist auto-fill when cancellations happen
  • Calendar sync (Google, Outlook, practice management systems)
Typical Client Result
60%
fewer no-shows. For a practice with 20 appointments/day, that's recovering $12,000+/month in lost revenue.
💰

Invoice Follow-Ups

Your team shouldn't be making awkward phone calls about late payments. Automated, professional reminders go out at day 3, 7, and 14 — with escalation rules you control.

  • Automatic reminders at configurable intervals
  • Professional, friendly tone (no robotic messages)
  • Easy payment links in every message
  • Escalation alerts when invoices pass 30 days
  • Integration with QuickBooks, FreshBooks, or Stripe
Typical Client Result
11 days
faster payment on average. Most clients see cash flow improvement within the first billing cycle.

Customer Feedback & Reviews

Happy customers get directed to Google Reviews. Unhappy ones get routed to you privately first — before they vent online. Automated post-service follow-up that protects and builds your reputation.

  • Post-service text within 2 hours of appointment
  • Smart routing: happy → Google, unhappy → private
  • Net Promoter Score tracking over time
  • Monthly reputation report with trends
  • Review response templates for your team
Typical Client Result
3x
more Google reviews per month. Higher ratings attract more customers from local search.

Simple pricing. No surprises.

Pick the workflows you need. Add more anytime. No setup fees. No contracts. Cancel anytime.

Starter
1 workflow
$500
per month
  • Choose any 1 automation
  • Custom-built for your tools
  • Monthly optimization
  • Email support
  • Live within 2 weeks
Get Started
Professional
3 workflows
$1,500
per month
  • Choose any 3 automations
  • Full data loop integration
  • Weekly optimization
  • Phone + email support
  • Quarterly strategy call
Get Started
Full Stack
All 4 workflows
$2,000
per month
  • All 4 automations
  • Complete operations automation
  • Continuous optimization
  • Dedicated Slack channel
  • Monthly strategy session
Get Started

$0 setup fee. No contracts. Cancel anytime. Every plan includes a free workflow audit to find where your hours are hiding.

Common Questions

Everything else you need to know.

How long does setup take?

Two weeks from kickoff to live. Week one is the audit and design. Week two is building, testing, and launching. Most clients are surprised how fast it goes.

Do I need to learn new software?

No. TaskLift plugs into the tools you already use — your phone, email, calendar, and CRM. We add automation behind the scenes. Your team's workflow doesn't change.

What if I want to cancel?

Cancel anytime with 30 days notice. No penalty, no contracts. We'll provide a full export of all your automation configurations so nothing is lost.

What types of businesses do you work with?

Charlotte businesses with 5-50 employees. We work especially well with dental practices, HVAC contractors, fitness studios, med spas, law firms, and home services companies.

Is my data secure?

Yes. All data is encrypted in transit and at rest. We don't store customer PII beyond what's needed for automations. We're happy to sign a BAA for HIPAA-covered practices.

What does the free audit include?

A 30-minute call where we map your current workflows, identify where time is being wasted, and give you a concrete plan for what automation would look like for your business. No obligation.

Ready to get your hours back?

Book a free workflow audit. We'll find the 10+ hours hiding in your week — no commitment required.

Book Your Free Audit →