Strategy Call With Bigado

Let's find where the opportunity is getting lost.

This isn't a generic AI demo or a sales call about another piece of software.

We'll look at what happens between an opportunity entering your business and becoming a paying client or patient—and determine whether there is a problem worth solving together.

A useful 15-minute conversation.

1
Where opportunities enterAdvertising, referrals, networking, web, phone, events or other channels.
2
What happens nextCapture, intake, context, response, follow-up and handoff.
3
Where they disappearThe friction, delay or breakdown costing you opportunities.
4
Whether Bigado can helpIf there's a fit, we'll define the appropriate next step.
What We'll Discuss

Start with the business problem. Not the AI tool.

You don't need to arrive knowing what automation, CRM, AI agent or workflow you need. That's part of what we determine.

01 — CAPTURE

Are opportunities entering the system?

We'll look at how inquiries and relationships are captured and whether important information is lost immediately.

02 — CONTEXT

Does your team remember why?

A name and phone number aren't enough. We'll examine whether the reason for the relationship survives the handoff.

03 — FOLLOW-UP

Does the conversation continue?

We'll identify where response time, inconsistent follow-up or disconnected systems allow good opportunities to fade away.

04 — CONVERSION

Are opportunities advancing?

We'll look at the path from inquiry to consultation, appointment, retained client or paying patient.

05 — SYSTEMS

What should people and technology each do?

We map the appropriate role for staff, AI, automation, CRM and human judgment rather than automating for its own sake.

06 — ECONOMICS

Is the problem worth fixing?

The goal is not more technology. It's a measurable improvement in conversion, efficiency, responsiveness or revenue.

Who This Is For

Built for firms with real opportunities already coming in.

Bigado primarily works with law firms and healthcare practices where better capture, follow-up and conversion can create meaningful economic value.

Law Firms — improve inquiry, intake, consultation and retained-client workflows.
Healthcare Practices — improve inquiry, scheduling, follow-up and patient conversion.
Fractional CAIO — strategy and implementation leadership when AI initiatives need executive ownership.
LeadTapSync™ — preserve context and continue the relationship when ordinary CRM records aren't enough.
Schedule Your Call

Talk with Dr. Michael Davis.

Choose a time that works for you. The first conversation is about understanding the problem and determining fit.

Not Ready To Schedule?

Find the revenue leaks first.

Use the assessment to identify where opportunities may be falling out of your process before we talk.