Simple Process. Powerful Results.
We've refined our process over dozens of projects to be efficient, transparent, and stress-free. Here's exactly what to expect when you work with us.
Discovery & Strategy
We start with a free strategy call to understand your business, pain points, and goals. No fluff—just a focused conversation about where automation can make the biggest impact.
What Happens:
- Map your current workflows and bottlenecks
- Identify quick wins and high-impact opportunities
- Discuss your tech stack and integrations
- Define success metrics and ROI expectations
Custom Proposal
Based on our discovery call, we create a detailed proposal outlining exactly what we'll build, how it works, timeline, and investment. No surprises.
What Happens:
- Technical architecture and integration plan
- Feature breakdown with clear deliverables
- Fixed pricing—no hidden fees or scope creep
- Timeline with milestone checkpoints
Build & Test
Our team builds your automation with rigorous testing at every step. You'll have visibility into progress and opportunities to provide feedback throughout.
What Happens:
- Development in our staging environment
- Integration with your existing tools
- Thorough testing with real-world scenarios
- Your review and feedback rounds
Launch & Train
We deploy your automation and make sure you and your team know exactly how to use and manage it. No black boxes—you own your systems.
What Happens:
- Production deployment with monitoring
- Live training session for your team
- Documentation and video walkthroughs
- Handoff with confidence
Typical Project Timeline
* Timelines vary based on project complexity. Simple automations can launch in as little as 5 days.
What Happens After Launch?
We don't disappear after deployment. Every project includes support, and we're here for the long haul.
30-Day Support
IncludedEvery project includes 30 days of post-launch support for bug fixes, adjustments, and questions.
- Priority email support
- Bug fixes and adjustments
- Minor modifications
- Q&A sessions
Ongoing Maintenance
For businesses that want long-term peace of mind and continuous optimization.
- Monthly health checks
- Performance optimization
- Unlimited minor modifications
- Priority response times
- Quarterly strategy reviews
Common Questions About Working With Us
How long does a typical project take?
Most automations are built and launched within 1-3 weeks. Simpler projects (like an auto-DM bot) can be live in 3-5 days, while more complex systems (like custom AI chatbots or multi-system integrations) may take up to 4 weeks.
What if I need changes after launch?
All projects include 30 days of post-launch support for adjustments. After that, we offer affordable maintenance packages, or you can request changes on a project basis. We also provide full documentation so your team can make basic modifications.
Do you work with my existing tools?
Absolutely. We specialize in connecting existing tools rather than replacing them. Whether you use HubSpot, Salesforce, Google Workspace, Slack, Notion, or dozens of other platforms, we'll integrate seamlessly with your current stack.
What happens if something breaks?
During the 30-day support period, we fix any issues immediately at no extra cost. For ongoing maintenance clients, we monitor your automations proactively and fix issues before you even notice them. All our automations include error handling and alerting.
Can I cancel a project mid-way?
Yes. We work in milestones, so you only pay for work completed. If we're not the right fit, you can pause or cancel at any milestone checkpoint. We'll hand over all work done to that point.
Do you sign NDAs?
Yes, we're happy to sign NDAs before any discovery call. Your business processes and data are confidential, and we take that seriously.
Ready to Start Your Automation Journey?
Book a free discovery call and let's talk about how automation can transform your business.