Our Process

How an engagement runs, step by step

Four stages, from a first call to an automation your team uses every day. Here's what each one looks like.

Discovery call

Before anything else, we get on a call and listen. How do leads come in? How does scheduling work? Where does your team lose the most time?

What happens: A 20 to 30 minute call, phone or video. No pitch, just questions about how your business runs today.
You get: A plain-language recap of where time and money are leaking, and an honest read on whether AI is worth pursuing for you.
Timeline: Usually booked the same week you reach out.

We spend real time with your business, not a questionnaire. Reviewing your tools, sitting with your team, watching how work actually moves.

What happens: We map leads, scheduling, estimating, and admin end to end, then rank what's worth automating first.
You get: A prioritized list of automation opportunities, each with a rough cost and payback estimate.
Timeline: 1 to 2 weeks, depending on how many processes we're mapping.

We build the specific workflow, then show it to you before it touches your real operations. You react, we adjust.

What happens: We build the automation and walk you through a working version, so there are no surprises when it goes live.
You get: A live preview of the exact automation, plus a rollout plan for when it goes into your business.
Timeline: Set together during the audit, based on scope.

An automation nobody uses hasn't saved you anything. We stay through rollout and stick around after.

What happens: Staged rollout, hands-on training for your team, and support while everyone gets used to the new workflow.
You get: The automation running in your business, plus ongoing adjustments as things change.
Timeline: Ongoing, for as long as you want us involved.

See where AI could save your business time and money before you commit to anything.