CREBB GroupCREBB Group
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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

Embed in one line

Paste this once into your WordPress site (footer or a Custom HTML block). The widget loads itself — no plugin required.

<script src="https://chatbot.crebbgroup.com/embed.js" async></script>
Full setup & testing checklist

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.