Professional & financial services
Intake screening, scheduling and follow-up for practices where each client relationship is substantial.
West Vancouver runs on tight margins and tighter calendars — agencies billing by the hour, clinics booked weeks out, trades quoting between job sites. We build AI systems that absorb the admin those businesses never had time for.
West Vancouver's business base is small in number and high in value. Ambleside and Dundarave carry independent retail and professional practices, while the residential stock supports premium trades, private health and wellness services, and a dense cluster of real estate and financial advice.
When the average transaction is large, a single lost enquiry is expensive — and clients at this end of the market judge a business on how quickly and how well it responds. Automation here is less about volume than about never letting a high-value enquiry sit unanswered.
Plenty of agencies publish a West Vancouver page. Comparatively few are actually here. It matters more than it sounds: your automation touches customer conversations, so the people building it should understand the market those customers live in — and be reachable in your timezone when something needs changing.
Intake screening, scheduling and follow-up for practices where each client relationship is substantial.
Discreet booking, reminders and recall for private practices and wellness services.
Quote follow-up and project scheduling for trades working on high-value residential.
West Vancouver’s commercial life is concentrated in three small areas while almost everyone lives somewhere else in the District. That split shapes how a local business has to operate.
Ambleside, Marine Drive at Taylor Way and Horseshoe Bay hold more than 40% of the District’s jobs — while 80% of residents live outside them. Foot traffic is not a strategy here.
The District’s labour force participation rate declined from 58% to 52% over two decades while the regional rate held at 66%, and inbound commuters fell from 10,975 to 9,805. A smaller local workforce to draw on, doing the same volume of work.
The average business takes 42 hours to make first contact with an inbound enquiry, and only 37% manage it inside an hour — but those who do are 60× likelier to qualify the lead.
West Vancouver’s professional, finance and health practices hold client records where discretion is part of the service. All of that is personal information under B.C.’s Personal Information Protection Act, and it stays your responsibility — which is exactly why you should interrogate any vendor, us included.
Your organisation remains responsible for personal information it handles, including information passed to contractors — and service contracts are expected to carry clear privacy requirements. Handing a workflow to an automation vendor moves the work, not the accountability.
Every organisation covered by PIPA must designate at least one privacy officer responsible for compliance, and must have a privacy policy available on request that sets out how information is collected, used, stored, disposed of, and how complaints are handled.
PIPA requires reasonable arrangements against unauthorised access, use, disclosure or disposal — administrative, physical and technological. An integration that quietly copies client records into a third-party tool is where this usually comes apart.
Questions worth asking any provider: where does the data physically live, which sub-processors touch it, what happens to it when we stop working together, and will you sign terms that reflect PIPA? The Office of the Information and Privacy Commissioner publishes guidance for private organisations if you would rather check our answers against the regulator’s.
General information, not legal advice — confirm your obligations with the OIPC or a privacy lawyer.
Inspired Cannabis runs 51 retail locations across Canada. Reviews were being answered on a 72-hour average because the work sat with people who already had jobs. We built the system that reads, scores, drafts and routes them — response time is now under two minutes, and the reporting that used to take days is a dashboard.
No discovery retainer and no six-week scoping phase. We look at where enquiries are arriving and where they stall, then build the smallest thing that fixes it.
What comes in, through which channel, and what happens when nobody is free to answer it. That is the whole brief.
You get the number before anything is built, along with what is explicitly not included so nothing is argued about later.
We wire it into the tools you already run — your calendar, your CRM, your phone line — rather than asking you to move to ours.
Most builds are running in two to six weeks. The first fortnight after launch is where the useful adjustments happen.
Most agencies make you sit through a discovery call to find out whether you can afford them. Ours are on the pricing page, and they are the same for a West Vancouver business as anywhere else in BC.
Plus $650 a month. The essentials: capture every enquiry, book every job, chase every follow-up.
Plus $1,500 a month. Automation across acquisition, admin and retention rather than a single workflow.
Plus $2,800 a month. Sales, operations and knowledge wired together across the back office.
We build around your existing tools rather than asking you to move. If you run something that isn't listed, it almost certainly has an API and we'll connect to that.
Yes. We're based in British Columbia and work with West Vancouver clients directly, in Pacific time. Most of the build happens remotely, but discovery and handover can be done face to face when that's useful.
Service businesses where responsiveness drives revenue — professional firms, clinics, studios, trades and multi-location retail. If enquiries arrive faster than your team can answer them, that's the profile.
Encrypted in transit and at rest, with access controls scoped to the people who need them.
Packages start at $2,500 setup plus $650 a month for the essentials — capturing every lead, booking every job and chasing the follow-ups. Growth is $4,500 plus $1,500 a month and Scale is $8,500 plus $2,800 a month. Every figure is published on our pricing page rather than quoted after a discovery call.
Most builds go live in two to six weeks depending on scope. A single automation — missed-call text-back, or booking wired to your calendar — is usually running inside two weeks. Connecting several systems together takes longer, because the integrations rather than the AI are the slow part.
Two things, mostly. It builds the systems that answer enquiries and book work when nobody is free to pick up, and it connects the tools you already run so the same information stops being retyped between them. For most West Vancouver businesses that starts with the phone, the inbox and the calendar.
A free 30-minute call. We'll find where time and revenue leak out, and show you what automating it would actually involve — whether you work with us or not.
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