QUESTIONS ABOUT THE PROCESS
Know exactly what happens before you say yes.
01How long does it take to launch?
Most practices go live within about a week of onboarding: a strategy call on day zero, guided onboarding over a day or two, then build and full quality-assurance testing before go-live. Timelines vary with scope and how quickly you review, but there’s no six-month agency slog.
02How much of my time will this take?
Very little. You spend 20 minutes on the strategy call and roughly an hour or two in guided onboarding, then review the site and hear the AI team before launch. We handle the design, build, CRM setup, assistant training, and testing — the whole build is ours, not yours.
03Do I own my website and brand assets?
Yes. Your website and brand assets are yours to keep — this isn’t a rented page that disappears if you leave. You own what your practice’s name is on, and there’s no long lock-in trapping you in a multi-year contract.
04Will this work with the tools I already use?
Yes. We connect to QuickBooks, Google, your calendar and scheduler, and the tools you already run, rather than forcing you onto a new workflow. The CRM becomes the single source of truth underneath, and your existing stack keeps working alongside it.
05What happens after launch — am I on my own?
No. After go-live, your AI team keeps working and a real PGT team monitors, tunes, and reports on the system as your practice grows. If something needs a human, a human is behind it, and you can add pillars or assistants whenever you’re ready.
06Will AI be talking to my clients about their finances?
No. The assistants handle new-prospect intake, scheduling, reviews, and follow-up. Anything sensitive is routed to you, and existing-client communication stays human unless you choose otherwise. The boundaries are drawn on purpose for a profession that handles sensitive data.