Business Valuation Assistant
What you built deserves a future.
Meet Casey — CREBB Group’s AI assistant. Casey helps business owners understand what they’ve built, get a free preliminary valuation, and connect with an advisor who will steward the transfer of established value into its next chapter.
Try Casey in the bottom-right corner
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<script src="https://chatbot.crebbgroup.com/embed.js" async></script>Lead dashboard
Every lead Casey has captured, live from GoHighLevel — qualification, who booked a consultation, who asked for a callback, and who is still waiting on follow-up. Export the whole list to CSV any time.
What Casey does
- Greets visitors and qualifies them through a calm, conversational intake — never a rigid form.
- Captures business profile, financials (in ranges), timeline, and contact details.
- Pushes every lead into GoHighLevel with qualification tags the moment contact info is shared.
- Lets visitors book a consultation on a live calendar — or request a callback.