Get how your front desk works out of one person’s head and onto paper.
Two interview sessions. Written procedures your whole team can follow, in two to three weeks.
Dental practice? See our dental version of this service.
Who it is for
Any small office where the answer to “how do we do this?” lives with one or two people. Law offices, veterinary clinics, medical and dental offices, and other small businesses with a front desk.
- You just lost a long-time front-desk person, or you are worried you will.
- You are training someone new and repeating yourself all day.
- Two people do the same task two different ways.
- You have notes and forms, but nothing anyone would call a manual.
You do not need to buy any AI product. This is writing work, and the documents are yours.
What you get
- Written front-desk procedures, such as scheduling, cancellations and no-shows, new client intake, payments, phones, opening and closing, and who to escalate to.
- Each procedure written as clear steps a new hire can follow on day one.
- Editable documents in Word and Google Docs. You own them outright.
- Two rounds of edits.
- Our free handbook gap report, so you can see what is still missing after we are done.
We write procedures only. We do not need patient or client records, so please do not send them.
How it works
Interview
Two interview sessions with your office manager. Send us any notes, forms, or checklists you already have.
Draft
We write the procedures and send them to you. You will find things we got wrong. That is what this step is for.
Edit
Two rounds of changes. Mark them up however is easiest for you.
Deliver
Final documents in Word and Google Docs, plus your gap report. Two to three weeks from the first interview session.
Price
- Two rounds of edits included.
- No subscription. No AI purchase required.
Who you work with
Dustin Aldridge, founder of Forge Agents in Saint Paul, Minnesota. Army veteran with nine years in IT, including time as the escalation lead for more than 30 sites. We build front-desk assistants that answer from an office’s own procedures, so we know what makes a procedure usable.
Questions
We have almost nothing written down. Is that a problem?
No. Starting from almost nothing is fine. The interview is built to pull the procedures out of your office manager’s head.
Can we use these with an AI tool later?
Yes, if you want to. Clear written procedures are what an assistant, including ours, answers from. You do not have to buy anything to get the documents.
Get started
Book a 20-minute call or email daldridge@forgeagentsio.com.
Not ready? Start with the free handbook gap report, or download a free front-desk SOP template for a law office or a veterinary clinic.