Our Process
From signup to live automation in about 3 weeks
A clear, step-by-step journey — you always know what's happening, what's next, and what we need from you (very little).
Step 1 · Day 1
Free Discovery Call
A 30-minute conversation about your business: where leads come from, what gets missed, and where time disappears. No pitch — just diagnosis. You leave with quick-win recommendations whether you sign up or not.
Step 2 · Days 2–4
Onboarding & Audit
You complete a short intake covering your tools, workflows, and pain points. We audit your current lead flow — testing your phone lines, forms, and follow-up — and map exactly where jobs are leaking.
Step 3 · Week 1–2
Build & Integration
We build your automations and connect them to the tools you already use — your phone number, calendar, CRM, and website. Nothing changes about how you work day-to-day; the AI slots in behind the scenes.
Step 4 · Week 2
Kickoff & Testing
Together we test every flow with real scenarios: missed calls, web leads, emergency requests, estimate follow-ups. You approve every message the AI sends before anything goes live.
Step 5 · Week 3
Go Live
Your automations switch on. Every lead now gets an instant response, jobs book themselves, and follow-ups run on schedule. Your client portal tracks milestones and active features in real time.
Step 6 · Ongoing
Optimize & Report
We monitor performance, tune messaging, and add automations as you grow. Monthly reporting shows response times, booking rates, and recovered revenue — real numbers, not vibes.
