The process
What happens at each step
A closer look at each step — what happens, how long it takes, and what we need from you along the way.
- 0130 minutes
Book a discovery call
We learn your business: how you work today, where time and leads slip, and what you want to fix first.
What happens- We learn how your business runs today — your services, your customers, and your team
- You tell us where time goes and where leads slip through
- We agree what to look at first and set up your demo
Just your time for the call.
- 02Week 1–2
We map and build
Your AI agents, workflow automations, and CRM connections get built and wired together.
What happens- We map your pipeline and build the agents, automations, and CRM connections to match it
- Pipelines, tags, and calendars get configured around how your business actually runs
- Draft copy, call scripts, and page content come back to you for review
Access to your CRM or booking tools, plus any branding or copy you already have.
- 03Week 2–3
Launch and connect
Your agents, automations, web app systems and site go live, connected to your existing workflow.
What happens- Your agents, automations, and site go live and start handling real calls, chats, and leads
- Everything routes into the CRM and calendar you already use
- We test the full path end to end before calling it live
A final review and sign-off before launch.
- 04Ongoing
Improve monthly
Minor edits and improvements roll in every month as your business changes.
What happens- Minor edits and improvements roll in every month as your business changes
- We check in on what's working and adjust scripts, automations, or pages as needed
- Monthly reporting shows what came in and what got booked
Whatever changes on your end — new hours, offers, or services — so we can keep things current.
