Frequently Asked Questions

Traditional CRMs can be powerful, but they often come with a steep learning curve, high subscription fees, and the hassle of migrating your entire workflow into their ecosystem. Lean AI Assistant is different: we build automations around the tools you're already using, like Gmail, Google Sheets, and Calendly, so you don’t have to start from scratch or overhaul your business. It’s flexible, lightweight, and tailored specifically to service-based businesses that need fast results without the tech overwhelm. You get the benefits of smart systems, without the bloated software.

We specialize in automating all the small, repetitive admin tasks that eat up your time but don’t require your expertise. This includes things like instantly replying to new leads, pre-qualifying prospects, automatically sending booking links, reminding clients of their appointments, and following up for reviews once the work is done. We can also help you track internal tasks, organize your calendar, or manage vendor coordination if that’s part of your flow. If the task follows a logical pattern and happens regularly, there’s a good chance we can automate it and give you hours back every week.

Yes, and that’s exactly the point of Lean AI. Everything we build is designed to be as simple and hands-off as possible. You don’t need any technical skills to run or update the system, we’ll set everything up for you and give you a clear walkthrough of how it works. If you ever need changes down the line, we’re just a message away. For clients on monthly retainers, we handle updates and tweaks proactively, so your systems keep working as your business evolves. It’s like having a digital assistant that quietly takes care of things in the background, no coding required.

In our 20-minute call, we’ll take a close look at how you currently handle client admin, from the moment a lead comes in, all the way to post-service follow-up. We’ll map out your existing process, pinpoint where the friction or time-wasters are, and suggest areas where automation can make a real difference. You’ll walk away with a clear picture of how your client journey could be smoother, plus an optional proposal if you'd like us to build the automation for you. There’s no pressure to commit, we just love helping service providers simplify their day.

We offer both! If you just need help automating one key process, like turning form submissions into automatic replies and bookings, we can build that as a one-time setup. But if you’d rather not think about admin at all, our monthly retainer packages give you ongoing support. That means we maintain, update, and improve your automations over time, and proactively suggest new ones as your business grows. Whether you’re just starting out or scaling up, we can support you at the level that fits your pace and budget.