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?
It depends on the tool, supported API, provider permissions, and approved data scope. During onboarding we verify each proposed connection before promising it. Supported front-office signals can connect to the growth CRM; accounting, tax, payroll, portfolio, and other professional systems remain authoritative for their own records.
05What happens after launch — am I on my own?
No. After go-live, enabled roles run within their approved workflows and a real PGT team monitors the agreed signals, tunes the configured system, and reports what the available evidence shows. If something needs judgment, a human is behind it; additional pillars or roles are enabled only after configuration and testing.
06Will AI be talking to my clients about their finances?
No. Enabled roles are limited to approved new-prospect intake, scheduling, review, and follow-up workflows. Anything sensitive is routed to you, and existing-client communication stays human unless you explicitly approve a bounded extension. The boundaries are drawn on purpose for a profession that handles sensitive data.