Our proven process takes you from manual chaos to intelligent automation—fast. No endless consultations, no tech headaches, just results.
We've refined this process over hundreds of implementations. No guesswork, no surprises—just a clear path to automation success.
We start by understanding your business inside and out. This isn't a sales pitch—it's a deep dive into your operations to identify the highest-impact automation opportunities.
Quick assessment of your biggest pain points and whether automation is a good fit for your business.
We map out your current processes, identify bottlenecks, and quantify time spent on repetitive tasks.
Detailed plan showing exactly what we'll automate, expected ROI, and implementation timeline.
Clear pricing breakdown with no hidden fees. You'll know exactly what you're getting and what it costs.
Timeline: 3-5 Days
Most discovery phases complete within a week
Our team builds your custom AI agents, workflows, and integrations. You'll get regular updates and preview access, but we handle all the technical heavy lifting.
We train AI agents with your business knowledge, FAQs, and tone of voice for authentic interactions.
Connect your CRM, calendar, email, and other tools so data flows seamlessly between platforms.
Build intelligent workflows that handle lead routing, follow-ups, scheduling, and reporting automatically.
Rigorous testing to ensure everything works perfectly before going live with real customers.
Timeline: 2-3 Weeks
Most implementations complete within 2-3 weeks
Go live with confidence. We train your team, monitor performance closely, and continuously optimize your systems to deliver better results over time.
Comprehensive onboarding so your team knows how to use, monitor, and get the most from your new systems.
Gradual deployment to minimize disruption and ensure everything works smoothly before full launch.
24/7 system monitoring with real-time alerts and dashboards showing key metrics and ROI.
Monthly optimization based on performance data to increase conversion rates and efficiency over time.
Timeline: Ongoing
Continuous support and optimization for as long as you need
Implementation is just the beginning. Here's how we ensure long-term success.
Daily check-ins to ensure everything runs smoothly. We're watching performance metrics closely and ready to make quick adjustments.
We analyze real-world performance data and optimize conversation flows, response times, and automation triggers for better results.
Monthly strategy calls, quarterly reviews, and proactive recommendations to scale automation as your business grows.
Everything you need to know about our process
Book a free 15-minute strategy call and we'll show you exactly how automation can transform your business—no pressure, just insights.
No commitment required · Free consultation · Quick 15-minute call