Company Brain Setup + Booking Audit

Your company brain: built before automation.

We structure your files, formats, workflows, source-of-truth rules, permissions, and follow-up paths so every tool and teammate works from the same context.

Live Demo
One missed lead path, mapped into source-of-truth rules, routing, and proof.
No software switch. No long-term contract. A division of Order of Volunteers.
Quiet by design

Proof Context starts by building the company brain: capture the sources, choose what to trust, define who can see what, and turn repeated corrections into rules before recommending automation.

Company Brain first · automation second Prospect-provided numbers only Cancel anytime · no long-term contract
15MIN
Booking Audit to map sources, routing, permissions, and follow-up gaps
Prospect-provided numbers only
0$
No paid setup recommended until the audit shows a fix worth installing
Audit-first process
3STEPS
Capture the source, retrieve the right context, route the next action
Booking Audit decision tree
0%
Support tickets outsourced: every issue reaches an engineer
Always
The Operations Leak

Most business leaks start as scattered context, not bad software.

We do not guess your ROI. On the Booking Audit, we map the sources, conflict rules, handoffs, permissions, repeated corrections, and leak paths using your numbers only.

Leak 01
Missed calls
Customers call during the lunch rush or after close. Voicemail does nothing. They ring the next listing.
Voice Receptionist + Smart Inbox solve this.
Leak 02
No-shows
A typical SMB books 200 appointments a month. Without SMS confirmations, 20 to 30 percent no-show.
Calendar automation sends reminders + helps reschedule.
Leak 03
Leads buried in inboxes
A lead arrives from your website. Sits in inbox-zero for four days. Stone cold by the time you see it.
Smart Inbox routes + drafts replies.
Leak 04
Dropped follow-ups
Estimate sent Tuesday, no follow-up Friday. CRM Co-Pilot surfaces stale deals before they ghost you.
CRM Co-Pilot + Marketing Engine.
Audit output Proof packet

Most owners notice the day feeling harder, not the individual drips. We connect the systems you already pay for and measure each fix before making claims.

How it works

Four steps. Structure before automation.

We build the operating structure first, then install only the automation that has enough context to work.

01

Booking Audit

Free 15-minute call. We map sources, handoffs, permissions, and follow-up gaps before we recommend an install.

02

Structure

We define the files, formats, fields, source-of-truth rules, and permission map your tools need before they can work together.

03

Install

We connect phone, email, CRM, calendar, forms, and follow-up paths to the Company Brain map, then test the handoffs.

04

Improve

Repeated human corrections become rules, templates, checklists, and routing logic so the system gets easier to operate.

The Company Brain

One context layer. Modules where they make sense.

We don't just automate tasks — we structure the company so automation can actually work. The shared structure comes first: sources, rules, permissions, workflows, and proof packets. Then we connect the brains your business actually needs: Lead · Booking · Customer · Dispatch · Follow-up · Sales · SOP · Owner Decision.

Module · 01 · Lead Brain

Smart Inbox

SMS, email, and voicemail in one queue. Only what actually needs you reaches the top.

Module · 02 · Booking Brain

Calendar Automation

Books by SMS or chat when the rules allow it. Confirms appointments, handles reschedules, and keeps humans in the loop for edge cases.

Connects: scheduling rules · calendar · CRM · human approval paths
Module · 03 · Customer Brain

CRM Co-Pilot

Every call, text, and booking in one record. The workflow flags stale follow-ups before deals ghost.

Replaces: $99/mo HubSpot + manual entry
Module · 04 · Follow-up Brain

Marketing Engine

Texts a review link the hour the job wraps. Pings cold leads at 30 and 60 days. Wins back the customer you forgot about in March.

Premium · Featured Module

Voice Receptionist

Answers the phone. Books the appointment on the call. Hands you a warm transfer when the caller needs a person. Texts you the summary before you check your phone. Pick the voice, tone, language, and pace: most shops have it sounding right inside an hour.

Voice
Tone
Language
Demo 00:23
Incoming (503) 555-0142 · New patient
A Alex · Front Desk

Riverside Dental. This is Alex speaking. How may I direct your call?

Pick the voice. Hear the difference.
After-hours coverage. Missed-call and voicemail paths get captured, texted, and escalated by rule.
Approved voice profile. Use a business-approved greeting and tone on the Enterprise tier.
Hot transfer. Hands the call to a human the second it needs to.
Multilingual on demand. Switch language mid-call automatically.
Sensitive-detail routing. Private details are minimized, routed, and escalated before automation handles the next step.
Text summary. Every call's outcome lands in your inbox in plain English.
The Subscription Tax

You bought a toolbox. You needed a team.

Many SMB front desks run a disconnected stack: phone, email, scheduler, CRM, reviews, automations, and reminder tools. The audit prices your exact stack before we recommend replacing or connecting anything.

Your current stack
RingCentral
Phone
$30/mo
Mailchimp
Email marketing
$50/mo
Calendly
Scheduling
$15/mo
HubSpot
CRM
$50/mo
BirdEye
Reviews
$299/mo
Receptionist tool
Call answering
$250/mo
Buffer
Social posting
$15/mo
Zapier Pro
Workflow glue
$50/mo
ActiveCampaign
SMS / automation
$70/mo
Acuity Pro
Confirmations
$50/mo
$1,079/mo

10 logins · 10 invoices · ~10 hrs/mo stitching · 0 integration

One operating layer

Proof Context

Company Brain Map · Client Context Tree · source-of-truth rules · permission map · SOP library · correction log · weekly proof packet · Automation Fit Score.

$997/mo

1 operating map · fewer handoffs · clearer ownership · connected where it matters

Same motion: audit first, install second, measure weekly. No unsupported ROI claims.

Pricing

Three tiers. Flat install. Cancel anytime.

Every plan includes Company Brain setup: source mapping, workflow rules, permission boundaries, proof packets, and selective automation. Setup is a flat $500.

Solo
$497/mo

+ $500 one-time install

  • Automated Front Desk for one location / one main line
  • Missed-call text-back and smart inbox
  • Calendar booking handoff
  • Weekly proof packet
  • Cancel anytime
Enterprise
$1,997/mo

+ $500 one-time install

  • Everything in Shop
  • Multi-location support
  • Custom workflows and integrations
  • Priority weekly reviews
  • Implementation roadmap for managers
24-hour deploy Cancel anytime No fake ROI: proof packet required
U.S.-based team
Done-with-you setup
24-hour deploy
Cancel anytime
What we measure

We publish numbers we've measured, not modeled. Real pilot results live here once our first ten paying clients close a full quarter: with the methodology and per-tier specs attached, so you can audit every claim.

Instrumented from day one
Same three metrics, every install · Source attribution included
Capture
After-hours, missed-call, and voicemail-bypass recovery: measured weekly
No-show
Reminder + confirmation flow impact, measured pre/post install
Hours
Front-desk time returned to in-room work, per shift
Built here · Audit first

Most software tools chase venture-scale customers and treat small businesses as an afterthought. We start the opposite way: with a Booking Audit that maps how leads actually arrive, stall, get booked, or go cold.

The point is not to sell automation everywhere. It is to find the first handoff worth fixing, keep human judgment where it belongs, and use the business owner’s numbers before we recommend an install.

Chad Watt Founder · Proof Context
FAQ

Questions we get on every audit call.

Why is there a $500 setup fee?
It pays for the install team's time: connecting your tools, tuning the workflow to your voice and hours, training it on your actual workflows. Free trials lead to broken installs and ghosted customers. The $500 makes kickoff serious for both sides. Flat across every tier.
How long does setup actually take?
24 hours from kickoff call to a working system. Tuning runs in supervised mode for the following week. You're live, but we watch every response and refine tone, edge cases, and routing rules with you.
What's included in each tier?
Solo ($497/mo) covers one location / one main line with Automated Front Desk, missed-call text-back, smart inbox, calendar handoff, and weekly proof packet. Shop ($997/mo) adds multi-line/team workflows, voice receptionist escalation rules, and CRM follow-up queue. Enterprise ($1,997/mo) adds multi-location support, custom workflows, priority weekly reviews, and manager implementation roadmap. All tiers have a $500 setup and cancel-anytime monthly billing.
Do you offer support after install?
Weekly performance review every plan. Direct text line to the install team during business hours, response within four hours on weekdays. Enterprise gets a same-day response SLA.
How do I cancel?
One email. No contract, no exit fee, no clawback on the install. We export your data to whatever you want to migrate to. We'd rather you leave clean than stay frustrated.
What makes Proof Context different?
Two reasons. We start with a Booking Audit, not a software pitch: we map one real missed lead, then label every step automate, tighten, leave human-owned, or measure only. And we focus on home-service verticals: electrical, garage door, HVAC, plumbing, pest control: so the system sharpens for the trade you're in. You keep the Client Context Tree whether you work with us or not.
Do you work with businesses in Vancouver, WA and Portland, OR?
Yes. Proof Context is based in Vancouver, Washington and works with owner-operated businesses across Clark County and the Portland, Oregon metro. Local businesses start with the same free 15-minute Booking Audit, and remote installs are available nationwide.
What if my tools aren't on your list?
We integrate with most mainstream SMB tools out of the box: Google Workspace, Microsoft 365, common phone systems (RingCentral, Vonage, Dialpad), most CRMs (HubSpot, Pipedrive, Zoho, Salesforce, GoHighLevel), and major payment processors. Bring your stack to the audit call. If something exotic won't connect, we tell you up front instead of after the install.
Can I see a demo before I commit?
Yes. The free audit call ends with a live demo against a vertical close to yours. Dental office, you see the dental flow. Restaurant, you see the booking and review flow. No slide deck. The real product, answering a real call.
Methodology

How we built this: and why you can trust it.

Built by Chad Watt for the home-service businesses he works with weekly: electrical, garage door, HVAC, plumbing, pest control, and the trades that live and die by the phone. The architecture sits on public standards. The pricing fits real operating margins. The disclosures below are the parts we'd want to read if we were the ones buying.

What we built on

  • Anthropic Claude API: the foundation of every voice agent we ship. We call the API directly; no proxy abstractions in the path.
  • Model Context Protocol: Anthropic's 2024 interoperability standard. Every Proof Context integration ships as native MCP, so when the protocol matures, your install matures with it.
  • OWASP security guidance: security and automation-risk checklists for modern software deployments. We audit every install against them before go-live.
  • HIPAA Privacy Rule (45 CFR Parts 160 & 164): healthcare-adjacent installs require a separate privacy review and conservative routing. We do not claim HIPAA compliance from a generic website workflow.
  • Stripe Connect Direct Charges: payments. Stripe is the merchant-of-record and carries the PCI obligations. Your card data never touches us.
  • Oregon Restaurant & Lodging Association context: our tier pricing is calibrated against real SMB operating margins, not Series-A SaaS comparables.

What we'll measure

Three things you can hold us to today: a $500 flat setup fee, clear weekly proof packets, and cancel-anytime monthly billing. Call-capture rates, hours saved, no-show reduction, and revenue impact get published only after they are measured from real installs, with methodology and caveats attached. We don't publish numbers we haven't measured.

Find an error? Email us.

If something on this site is wrong: a number, a claim, a broken link: email [email protected] and we fix it within a working day.

Privacy & data

We do not sell client data, ever. See our Privacy Policy and Terms of Service for the long version. CCPA and GDPR data exports available on request.

The Free Audit

Thirty minutes.You'll know where it leaks.

No deck. No sales pitch. We open your phone log, your calendar, and your inbox: and tell you what an operator like us would automate first. If we can't help, we'll tell you that too.

Book the free audit No commitment · No card · 30 minutes on Zoom
24-hour deploy from kickoff Cancel anytime: no contracts [email protected]

Stop being the receptionist.

Thirty-minute audit. We'll show you what's leaking and what to automate first.