integration and workflow
Socket Solutions fits AI to the work your business already does. We optimize the systems you own, automate the hand-offs that slow your team down, and keep a person approving every step that matters.
Built for owner-led and growing businesses
Services
Most problems need more than one of these. Every engagement draws from all three, sized to the job in front of you.
AI tuned to your documents, your rules and your voice, doing the reading, sorting and first drafts your team does by hand today.
Your CRM, practice software, accounting and spreadsheets passing data on their own, so nobody types the same thing twice.
We map how work actually moves through your business, remove the delays, and automate the routine steps around your people.
How we work
No six-month roadmap before anything works. We start with one workflow, show you the result, and earn the next step.
We sit with your team, map the work, and pick the first win worth building. You leave with a plan and a number to beat.
One workflow, live and measured. If it does not move the number, we tell you.
The systems that run the business, connected and automated, with your team trained to own them.
We keep it running, watch the results, and build the next layer once the last one has paid for itself.
In every engagement
Work
Described by industry. Some clients prefer it that way, and the work speaks for itself.
Healthcare executive recruiting
Candidate lists now move from the recruiting system through enrichment into ready-to-work research sheets. Researchers verify every phone number and email before it is recorded.
Trucking insurance
A web app that finds and ranks prospects state by state for an insurance agency, built and running before the agency was asked to commit.
Executive relationships
An AI platform that keeps track of the people who matter and what was last said, so follow-ups stop slipping through the cracks.
Executive education
A leadership program co-developed with a Nashville university partner and piloted in a two-day workshop with about 30 leaders. It teaches judgment alongside the tools.
Our healthcare division
Healthcare consulting from Socket Solutions. Socket Health connects health tech companies with the health system leaders who make buying decisions, through a curated network of 16 Expert Advisors.
Visit socket.healthAbout
Caleb Dixon, Founder. Caleb has spent 25 years in healthcare technology, operations, revenue cycle, enterprise integration, innovation and product strategy. He's passionate about integrating new innovations to improve workflow.
Socket Solutions brings that enterprise integration experience to businesses of every size. The tools are new; connecting systems so people can do better work is not.
15 minutes to find the quick win worth building first.