Help and getting started
Talk to a person, or start the assessment.
Have a question? Call us. Ready to find what to automate first? Start the free automation assessment. You will get interview instructions on screen after a brief form.
01Free automation assessment
Personalized recommendations, reviewed by ClearPilot.
Stage 1. You
Brief form
About 2 minutes
Tell us who you are, the business, and where work tends to pile up.
Stage 2. You + AI interviewer
AI discovery interview
10–15 minutes
A guided phone conversation about how leads, calls, follow-up, and admin move today.
Stage 3. ClearPilot
Reviewed analysis
Behind the scenes
Your answers are analyzed with AI assistance, then reviewed by a person at ClearPilot before anything is shared.
Stage 4. You + ClearPilot
Recommendations meeting
30 minutes
A free human conversation to walk through personalized recommendations and the priorities worth tackling first.
Interview first, reviewed analysis second, human meeting third. Recommendations are a starting point, not a guarantee of results.
02Straight answers
Getting started.
What is the best way to get started?
Start the free automation assessment. It begins with a brief form and a 10–15 minute AI discovery interview, then ClearPilot reviews the analysis and meets with you for 30 minutes to walk through recommendations.
Can I talk to a person instead of the AI interview?
Yes. Call (760) 759-6375 and ask for a non-recorded conversation with a person.
Can I still book the 30-minute meeting?
The 30-minute recommendations meeting comes after your interview and our review, so we have something specific to discuss. If you have questions first, call us.