FAQ

Straight answers.

What does the assessment cost?

Nothing. The call, the plan and the review are free.

Why is it free?

Because we do not know what to build until we understand your business. The assessment is how we both find out whether there is something worth doing.

I already use ChatGPT. What do I get that I cannot do myself?

A plan built from your own numbers on the call, every price checked on the maker's page, and what we did not recommend and why. Then, if you want, we build and run it, including turning on connections your tools already offer but nobody has set up, like the Jobber-to-QuickBooks sync in our sample, so nobody on your team has to.

Is this a long report?

No. A short plan, not a binder: the one place AI would help most, a handful of things to do with the first step for each, and nothing you have to buy from us.

What does the work after the assessment cost?

It depends on what fits. Every price is in writing before any work starts, and you can say no.

What kind of solution will I get?

Whatever fits your business best. It might be a custom tool we build for your team, work we run for you, or tools you already have, set up properly. We decide it with you after the assessment.

Do you only work with small businesses?

Small businesses are who we built this for, but we work with businesses of any size. Every solution is made to fit the business in front of us.

Who does the work?

The same person at Soramis runs your call, writes your plan, walks you through it and stays your contact after. AI tools transcribe the call and help draft the plan; that person checks every recommendation before you see it.

Do the tools you recommend pay you?

No. We take no commissions or referral fees.

Do you need access to my systems?

Not for the assessment. If later work needs access, it starts only after a written agreement, on accounts you can switch off at any time.

Do you handle patient or client records?

Not in the assessment, and please do not share names or records on the call. If a fix would need records, the plan flags it, and we do nothing with them until the data terms are agreed in writing.

Why do you record the call?

So the plan can quote you exactly. We record every assessment call, and we say so when you book and again when the call starts. If a recording will not work for you, tell us before the call. We never need client names or matter details; describe the work in general terms. The recording and transcript are processed with recording, transcription and AI services and used only to prepare your plan. See Privacy.

What if it does not work?

Before any work starts, we agree in writing how we will both know it works, and what happens if it does not.

Another question? hello@soramis.com

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