How It Works

From first call to live automation in as little as 2-4 weeks. Our process is simple, transparent, and designed around your schedule.

Typical Timeline

1

Week 1

Discovery + Design

2

Week 2

Build automation flows

3

Week 3

Testing + Refinement

4

Week 4

Launch + Training

01

Discovery Call

30 minutes

We start with a free, no-pressure conversation to understand your business. We'll discuss your current workflows, pain points, and goals to determine if automation is the right fit.

Outcome:

You'll leave with a clear understanding of what's possible and a recommendation—whether or not you work with us.

What happens:

  • Understand your daily operations
  • Identify time-consuming repetitive tasks
  • Discuss your goals and priorities
  • Assess your current tech stack
  • Determine if we're a good fit
02

Design & Proposal

3-5 days

If we're a good fit, we'll design a custom automation system tailored to your business. You'll receive a detailed proposal with exactly what we'll build, how it works, and the expected results.

Outcome:

A clear, detailed proposal with no surprises. You'll know exactly what you're getting.

What happens:

  • Map out your ideal automated workflows
  • Select the right tools and integrations
  • Design the user experience
  • Calculate expected ROI
  • Create a detailed implementation plan
03

Build & Test

1-2 weeks

Once approved, we get to work. We build your custom automation system, integrate it with your existing tools, and test everything thoroughly before going live.

Outcome:

A fully functional automation system, tested and ready to deploy.

What happens:

  • Build your custom automation flows
  • Integrate with your CRM, calendar, and other tools
  • Configure AI assistants and responses
  • Run comprehensive testing
  • Document everything for your team
04

Launch & Support

Ongoing

We deploy your automation and train your team. Then we monitor performance, make adjustments, and ensure everything runs smoothly. You're never left on your own.

Outcome:

A working system that saves you time from day one, with support whenever you need it.

What happens:

  • Deploy to your live environment
  • Train you and your team
  • Monitor for the first 30 days
  • Make adjustments based on real data
  • Ongoing support and optimization

What We Need From You

~2 Hours Total

Discovery call, design review, and training. That's it. We handle everything else.

Tool Access

Login credentials for your CRM, calendar, and other tools we'll be integrating with.

Quick Responses

Timely feedback on designs and questions keeps the project moving smoothly.

Our Guarantees

30-Day Satisfaction Guarantee

If you're not happy with the results in the first 30 days, we'll fix it or refund your setup fee.

On-Time Delivery

We commit to timelines and stick to them. No endless delays or scope creep.

Responsive Communication

You'll always know what's happening. Same-day responses to questions and regular progress updates.

You Own Everything

All automations, workflows, and documentation belong to you. No vendor lock-in.

Ready to Start?

Book a free discovery call. No pressure, no obligation—just a conversation about your business and how automation might help.

Book Your Free Discovery Call