OUR PROCESS
From discovery to deployment in 4 weeks.
We handle the technical build. You focus on running your business. Here is what each week looks like.
Week 1
Discovery
We dig into your operations. What does your team do every day? Where does time disappear? What falls through the cracks?
- 60-minute kickoff call with your team
- Walk through every manual process step by step
- Identify the highest-impact automation opportunities
- Audit your current tools, integrations, and data flows
- Deliver a clear scope document with priorities ranked by ROI
Week 2
Build
We design and build your custom automation system. You review progress in real time and give feedback along the way.
- System architecture and integration mapping
- Build core automation workflows
- Connect to your existing tools (CRM, email, calendar, etc.)
- Mid-week progress review with your team
- Internal testing and edge case handling
Week 3
Launch
We go live. Your team starts using the system with us standing right behind it, catching issues in real time.
- Staged rollout to minimize disruption
- Team training (30-minute walkthrough, no manuals)
- Real-time monitoring during the first 48 hours
- Quick iteration on anything that needs adjustment
- Performance baseline established
Week 4+
Ongoing support
We do not disappear after launch. We monitor, optimize, and expand the system as your business evolves.
- Continuous system monitoring and alerting
- Monthly performance reviews
- Proactive optimization based on usage patterns
- Priority support for any issues
- Expansion planning for additional automations
Ready to start week 1?
Book a 15-minute discovery call. We will map your workflow and give you a clear plan.
Book a discovery call