Process

From first call to live automation.

Four steps. Fixed scope. No surprises.

01

Book a call

60-minute deep-dive into your workflow.

You walk us through how leads come in, how you follow up, where things break. We ask questions, take notes, identify the top 3 opportunities. No pitch, no pressure.

02

We audit

We map your current process and recommend solutions.

After the call, we document your workflow, identify bottlenecks, and propose specific tools and automations. You get a clear roadmap with cost and timeline estimates.

03

We build

Fixed scope. You approve, we execute.

No surprises. We build what we agreed on. You review progress, test features, give feedback. If something doesn't work, we fix it before you pay.

04

You go live

Deploy, train your team, and hand it off.

We deploy the automation, walk your team through how it works, and provide documentation. You're live. If issues come up in the first 30 days, we fix them free.

What to expect, timeline-wise

Day 0
You book
Day 1
We audit
Day 2
We build
Day 3-7
Live

Ready to get started?

Book a free audit. No pitch, no commitment — just a conversation about your workflow.

Let's Talk