PezScales FAQs & Getting Started Guide

PezScales is both a SaaS platform and an AI-enabled agency. The software centralizes your leads, conversations, and bookings into one place, then uses AI to send follow-ups, reminders, and nurture messages automatically. Our agency team works with you to design the right funnels, automations, and campaigns for your niche so you’re not stuck figuring it out alone.

For many small businesses, PezScales becomes the primary hub for lead capture, nurturing, and customer messaging. If you already have a CRM you like, we can often integrate or create a clean handoff—using PezScales to automate the front-end conversations and pushing qualified opportunities into your existing system.

Most clients see quick wins—like more replies, more show-up rates, or recovered leads—within the first 2–4 weeks once core automations are live. Bigger wins such as new campaigns and predictable monthly lead flow typically take 60–90 days as we test and optimize messaging.

No. PezScales is designed so owners and small teams can manage day-to-day tasks without a dedicated ops person. We set up the initial workspace, build your first automations, and give you simple dashboards and playbooks so you always know what to do next.

We start with a deep-dive strategy and implementation sprint to get your account fully set up. From there you’ll have recurring strategy calls, performance reviews, and implementation support. Think of us as your AI growth partner—helping you launch new campaigns, refine automations, and train your team inside the platform.

Yes. Many teams start with software-only access when they already have strong internal marketing resources. You’ll still receive onboarding support, training, and templates—you’ll simply own more of the execution yourself.

We’re built for service-based and local businesses that rely on leads and bookings—such as home services, professional services, local clinics, and education or coaching businesses. If you book calls, appointments, or demos, PezScales is likely a strong fit.

Pricing depends on whether you’re using only the software or combining it with agency services, plus the size of your team and list. On our call we’ll recommend a plan based on your goals and budget, and we’ll outline exactly what’s included—so there are no surprises.

Software-only plans are typically month-to-month. Agency engagements may include a short initial commitment so we can execute a full strategy without stopping halfway. Either way, we’re transparent about terms before you sign—and you keep ownership of your data and assets.

The entire point of the initial strategy call is to make sure there’s a clear path to ROI. If we don’t believe we can help, we’ll tell you—and often point you toward a better-suited solution. We’d rather stay trusted than try to force a sale.