How we work
One piece at a time, each one working before the next
We take on a few clients at a time. Each project starts with how your business runs today, and every engagement is scoped on a call.
Every engagement, step by step
The same path whether it is one automation or the whole business. You always know what is next and what you get from it.
- 01
Day 1
Discovery call
30 minutes on how work comes in, who handles it and where it stalls.
- Where leads and applicants come from
- Who answers them, and how fast
- What slips through today
An honest read on whether we can help
- 02
Week 1
Map the system
Every tool, spreadsheet, inbox and handoff, and where the data lives.
- Every app that holds a customer or applicant record
- Where the same data gets typed twice
- Which tools do not talk to each other
A one-page map of your operation
- 03
Week 1
Written scope
What we build first, what it connects to, the schedule and the price.
- The first piece, and why it goes first
- Every tool it connects to
- Schedule and price in writing
A fixed quote before any work starts
- 04
Weeks 1–2
Scripts and rules
You approve every text, call script and qualifying question before anything goes out.
- Qualifying questions and the answers to common questions
- When the system hands off to a person
- Consent, opt-out and recording wording
Your voice, your rules
- 05
Week 2
First piece live
Usually instant replies and lead capture, so you feel it right away.
- Every new request or application answered in a minute
- Alerts to the right person
- Every record saved to the CRM
Something working in days, not months
- 06
Weeks 2–5
Clean and connect
Records pulled from every tool, cleaned, merged and kept in sync.
- Duplicates merged, formats standardized
- Syncs between tools that do not connect on their own
- Gaps and conflicts flagged for a person, never guessed
One source of truth across your tools
- 07
Weeks 2–5
Automate the follow-up
Texts, calls, reminders and CRM stages that run on their own.
- Qualifying by text or voice, with consent
- Reminders before every appointment
- Follow-up on quotes and applications that go quiet
Nothing waits on someone remembering
- 08
Before launch
Test with your team
We run real scenarios end to end and you see every message.
- Test leads and applicants through every path
- Handoffs checked with the people who receive them
- Fixes made before anything goes live
No surprises on launch day
- 09
Launch
Launch and train
Your team walks through every screen. Nothing changes without them knowing.
- A walkthrough for each role
- A short written guide
- A direct line to us for questions
A team that actually uses it
- 10
Every month
Overview and review
A monthly overview, then a short review call. Fixes and monitoring in between.
- Reply speed, booked, show and close rates against last month
- A check on every process we run
- Anything that slipped, flagged with its fix
It keeps working, and you can see it
- 11
As you grow
The next piece
New services, staff or locations get built on what already works.
- New flows added to the same system
- Live dashboards when a business needs them
- Scripts updated as your offer changes
Improvements without starting over
- 12
Anytime
Custom builds
Something not on this list: a tool, form, report or connection built around how your team works.
- Scoped on a call like everything else
- Built on the same system, not bolted on
- Covered by the monthly overview
Built for exactly how you work
Three ways to work together
A project
You know what you need and it has a clear finish line.
- A new website, a CRM setup, or one automated flow
- A written scope and a fixed quote before work starts
- Hand-off at the end, with notes on how it all works
A monthly partnership
You want what we built kept running and improved.
- A 3-month starting term, then month to month
- Hosting, monitoring and fixes, with a monthly overview and review call
- Changes as your services, staff or hours change
A full partnership
You want an automation team without hiring one.
- Everything we do, across the business
- A monthly overview and review call, with live dashboards available when a business needs them
- A direct line to us, not a ticket queue
Calls, texts and your data
Automation that contacts people has rules, and we build to them from the start. Calls and texts go only to people who asked to hear from you. AI calls say at the start that the call is recorded and ask for consent before recording. Text messages come from a number registered with the carriers, and STOP and HELP work the way they should.
Your customer and applicant data stays in accounts you own. We only collect what the business needs, and we do not sell or share it.
Questions about working with us
Why is there no price list?
Almost every engagement mixes a few pieces, and the work depends on the tools you already have. A price list would be wrong for most people who read it. After the first call you get a written quote with the scope spelled out.
Do we have to replace our current software?
Usually not. We start from what you use now and connect it. If something is getting in the way, we will say so and explain the trade-off.
What happens to our data?
Your customer data is always yours, kept in accounts in your name wherever possible. Once a build is paid in full, you own the design, the content and the site files. If we part ways, you get the site files and an export of your data.
How fast can something be live?
A focused piece, like a request form that alerts your team, can often be running within a week. A small business website goes live within 30 days of us receiving your content and access. Larger builds have the schedule spelled out in the quote.
Is there a long-term contract?
No. A monthly partnership starts with a 3-month term, because new systems need a few months of real use to tune and show results. After that it runs month to month, and either side can end it with 30 days notice. A one-time project has no monthly term at all.
Can you call or text people for us?
Only people who have agreed to hear from you. Calls are recorded only with consent, texts go out from a number registered with the carriers, and every message honors STOP. We do not do cold calling or bulk texting to purchased lists.