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How We Work

From bottleneck to built — the exact process.

No black box. Here's precisely what happens between your first call and a fully managed automation running in production.

01
Discovery Call
30–45 minFree, no commitment

We start by understanding where your team's time actually goes. No sales pitch — just questions about your current stack, your biggest manual bottlenecks, and what "done" would look like for you.

What we cover
  • Current tools & systems in use
  • Where manual work is costing the most time
  • Team size & who touches which process
  • Budget range & timeline expectations
You walk away with
  • An honest read on whether automation fits
  • A short list of your highest-impact opportunities
  • No obligation to move forward
02
Audit & Mapping
3–5 business daysIncluded, free

We audit your current stack and manual workload in detail, then diagram the ideal automated flow — every trigger, system, handoff, and the one moment a human still needs to step in.

What we do
  • Shadow your existing process or review recordings/docs
  • Map data flow across every tool involved
  • Identify integration points & technical constraints
  • Flag quick wins vs. longer-term builds
Deliverable
  • A visual workflow map of the proposed system
  • A prioritized list of automations, ranked by impact
03
Proposal & Scope
1–2 business days

You get a clear, written proposal — which plan fits, what's built first, estimated dev hours, and a realistic timeline. No vague "we'll figure it out as we go."

What's included
  • Recommended plan & monthly investment
  • First-sprint scope & success criteria
  • Tools & platforms involved
  • Named specialist & project manager
You decide
  • Sign off on scope, or request adjustments
  • Minimum term: 6 months — details in our Terms
04
Build Sprint
2–4 weeks (first sprint)Weekly updates

Our engineers write the custom code and configure the integrations — no drag-and-drop template hacks. You get visibility the entire time, not a black box that reappears at launch.

What happens
  • Engineering bench builds against the agreed scope
  • AI agents trained on your docs & data, where relevant
  • Internal apps designed, built, and reviewed with you
Your involvement
  • Weekly async progress updates
  • Quick feedback loops on UI, logic & edge cases
05
Integration & Testing
3–7 business days

We wire everything into your CRM, apps, and APIs, then test it against real data — not a sandbox demo — before it ever touches production.

What we test
  • Live data from your actual systems, not mock data
  • Edge cases: bad inputs, failed calls, duplicate records
  • Permissions, security & access controls
Before go-live
  • You sign off on a staging run
  • Rollback plan confirmed in case anything needs pausing
06
Launch, Monitor & Optimize
Ongoing, for the life of your plan

We ship it, watch it, and keep refining. Automation is a system you maintain, not a project you finish — every plan includes ongoing monitoring and a monthly (or weekly, on Growth/Scale) review.

What's ongoing
  • Proactive monitoring & error alerting
  • Bug fixes & edge-case handling, no change order needed
  • Monthly performance report
What comes next
  • Your specialist proposes the next highest-impact automation
  • Remaining dev hours roll into new builds each month
Engagement Model

How communication actually works, month to month.

01

A named specialist

Not a rotating support queue. One automation specialist owns your account and knows your systems.

02

Weekly / monthly cadence

Growth & Scale plans get weekly progress updates; every plan gets a monthly strategy review.

03

Direct access

Email and ticket support on Essential; priority response and a dedicated Slack/Teams channel on Growth & Scale.

Ready to see this applied to your actual stack?

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