Your AI team · Sara, Mia, Daniel and Elena run the front desk, marketing, books and staff
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Your AI team

Not software. Your team.

Sara, Mia, Daniel and Elena have a name, a face and a job. Sara runs the front desk, Mia brings in patients, Daniel keeps the books, connected to your bank through Plaid and to QuickBooks, and Elena looks after your staff, from time off to payroll prep. Each one works without being asked, and when there is a decision, they message you.

How your team works

They don’t wait to be asked. They work and tell you.

A chatbot sits still until someone types. Your team doesn’t. Sara answers and collects while you are with a patient, Mia stays on top of your website, your Google and your Instagram, Daniel reconciles the bank every morning, and Elena keeps time off, tips and licenses in line. When one of them spots an opening, they bring it to you. You decide by text, they execute.

Sara · Front desk

Not a phone tree.
She answers like
your best front desk.

She picks up calls, texts, Instagram and your website chat around the clock. She quotes real fees, builds the offer that fits, books the appointment and collects the deposit in the same conversation. Without adding anyone to your front desk.

  • ✓ Answers and sells with the judgment you set
  • ✓ Books, reminds and confirms with no double bookings
  • ✓ Collects the deposit before giving the slot
Sara Sara online · replies instantly
11:41
Hi! Full legs are $1,950 for a package of 6 sessions, and your first session is free. Want me to book it?
Yes, anything this week?
Thursday 5:30 pm or Friday 6:00 pm. A deposit holds the spot, here is the link: pay.holasara.ai/c/aurora-4821
Thursday
Payment received. Thursday 5:30 pm is confirmed. I will text you the day before to confirm.
Hi, tomorrow Thursday at 5:30 pm is your first session. Can you confirm you are coming?
Yes, confirmed
Delivered
Text Message

Mia · Marketing

You don’t ask.
She brings you patients.

Mia runs your marketing end to end: she creates and posts on your Instagram and Facebook Page, runs your Google Ads campaigns, keeps your Google Business Profile current and watches your website metrics. And because she is proactive, she does not wait to be asked: when she sees a way to bring in more patients (a profile that slipped, a campaign that is working, a slow week) she sends you the proposal, ready to go. You approve by text and she runs it.

  • ✓ Runs your Instagram and Facebook: content, publishing and measurement
  • ✓ Runs your Google Ads campaigns and keeps your Google Business Profile current
  • ✓ Sends you the proposal and runs it once you approve
Mia Mia Marketing expert
09:12
Week recap. Your website: +18% visits from Google. Your Google Business Profile showed up in 2,400 searches and drove 9 calls. Instagram: +320 followers.
Two moves for this week: I add 6 fresh photos to your Google Business Profile (untouched for 40 days, it slipped on the map) and launch a Google Ads campaign for "botox + your area" with a $150 test. Sound good?
Do the photos. Start the campaign at $100
Done. Photos up and campaign live at $100 a week. Thursday I’ll send the first results and who called.
Text Message

Daniel · Finance

Daniel tells you how the money is doing. Before you ask.

Daniel pulls every transaction from your bank through Plaid, keeps QuickBooks current and flags what matters: what you billed, what is still to collect, and which treatment leaves the most margin. When there is something to do, he pitches it and the team runs it. Without opening a single spreadsheet.

  • ✓ Reconciles your bank through Plaid and keeps QuickBooks current
  • ✓ Catches deposits and payments still to be collected
  • ✓ Tells you which treatment leaves the most margin
Daniel Daniel flags how the numbers are doing
08:30
October is closed and reconciled in QuickBooks. You billed $312,000 and spent $187,400: a 40% margin, three points up from September.
Laser drove most of it: $96,000 billed at a 68% margin. Consults are still your lowest earner. Every bank transaction came in through Plaid; the full detail is in your dashboard.
And how is November looking?
At this pace, November lands around $290,000. A bit slower with Thanksgiving, but the second half of the month is already 70% booked. If anything shifts, I will let you know.
Text Message

Elena · Team and payroll

Elena does not wait for payday. She tells you when your team shifts.

Elena knows who is on vacation, whose professional license is about to expire and what each person is owed in hours, commissions and tips. When someone is out, their schedule stops offering slots and the appointments they already had land on your list to reschedule. At the end of the period she works out the payroll prep, you approve it and export it for Gusto, ADP or QuickBooks. Elena never cancels anything or moves money on her own: she pitches and you decide.

  • ✓ Blocks the schedule when someone takes vacation or leave
  • ✓ Works out commissions and tips from what you charge, no typing
  • ✓ Gets payroll prep ready and flags licenses about to expire
Elena Elena Team and payroll expert
08:05
Good morning. I went through the team before you open. Sophia requested vacation from Monday, Nov 16 to Friday, Nov 20, and she has 4 appointments those days.
Once her leave is approved, her schedule stops offering slots. I left the 4 appointments on a list for you to move. I did not cancel anything.
Approve it. Anything else?
Two things. Ashley’s RN license expires on November 15. And Karen is at 44 hours this week, past the overtime line.
Thanks, I will talk to Karen today
Perfect. Payroll closes Friday: I will have the payroll prep calculated, with commissions and tips, for you to review and approve.
Text Message

Practices already running on Sara

  • Reception at a FaceUp aesthetic-medicine clinic

    FaceUp

    Aesthetic medicine

  • Facial profile illustrating rhinoplasty at DrReyes

    DrReyes

    Rhinoplasty

  • Physiup, physiotherapy and movement center

    Physiup

    Physiotherapy

  • Consultation at Dres. Sorace & Mendoza, plastic surgery

    Sorace & Mendoza

    Plastic & aesthetic surgery

The AI team that never clocks out

Add to your team, not your payroll.

Sara, Mia, Daniel and Elena work on their own, each in their lane, and message you themselves. Start today with one or all of them.

Sara
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