Our Process

How It Gets Built.
How It Stays Running.

A proven 6-step methodology that turns business chaos into automated precision. Transparent timelines, iterative delivery, and measurable results from week one.

2-6 Weeks

Average delivery time

200+

Workflows deployed

90-Day

ROI guarantee

The 6 Steps

From First Call to Full Automation

01

Step 01

Week 1

Discovery & Audit

We conduct a deep dive into your current workflows, tech stack, and pain points. Every manual process gets cataloged, every bottleneck gets measured, and every opportunity gets scored by potential ROI.

What You Provide

Access to your existing tools, a 2-hour kickoff call with key stakeholders, and a list of manual processes that consume the most time.

Deliverable

An Automation Opportunity Map with detailed ROI projections for each identified workflow, ranked by impact and implementation speed.

Timeline: 3-5 business days

02

Step 02

Week 1-2

Strategy & Architecture

We design the system architecture, select the optimal tool combination, and define every integration point. Nothing gets built until the blueprint is airtight and you have signed off on the approach.

What You Provide

Feedback on the proposed approach and a priority ranking of which automations matter most to your operations.

Deliverable

A technical specification document and a system architecture diagram showing every data flow, trigger, and decision point.

Timeline: 3-5 business days

03

Step 03

Week 2-4

Build & Integrate

Development proceeds in focused 1-week sprints with daily progress updates. You see working components every week, not a single big reveal at the end. Each sprint concludes with a demo and feedback session.

What You Provide

API credentials and tool access for the platforms being integrated, plus availability for quick questions as they arise.

Deliverable

A working automation system deployed in a staging environment, tested against real-world data patterns and edge cases.

Timeline: 1-3 weeks depending on complexity

04

Step 04

Week 4-5

Test & Calibrate

End-to-end testing across every workflow path, edge case handling for unusual inputs, and performance optimization to ensure sub-second execution where it matters.

What You Provide

Real-world test data that reflects your actual operations, and team members available for user acceptance testing.

Deliverable

A fully tested system with comprehensive error handling, monitoring dashboards, and alerting for any failures.

Timeline: 3-5 business days

05

Step 05

Week 5-6

Training & Handoff

Interactive training sessions for your team, detailed documentation covering every workflow, and a complete admin walkthrough so your team can manage and modify the system independently.

What You Provide

Team availability for training sessions and identification of internal system owners.

Deliverable

Video recordings of all training sessions, written documentation, and full admin dashboard access with annotated guides.

Timeline: 2-3 business days

06

Step 06

Post-launch

Ongoing Support

Continuous monitoring, proactive optimization, and scaling as your needs evolve. We treat your automation like a living system, not a one-time delivery.

What You Provide

Ongoing feedback on system performance and any changes in your business processes or goals.

Deliverable

Monthly performance reports with actionable optimization recommendations and proactive system updates.

Timeline: Continuous

30 days of included support after launch, then optional retainer packages from $3,500-$8,000/mo based on system complexity.

Why It Works

What Makes Our Process Different

No Black Boxes

You see every workflow, every integration, every decision. Full transparency from day one through post-launch. Your system is never a mystery.

Sprint-Based Delivery

Working systems every week, not a big reveal at the end. Each sprint demo lets you course-correct early, eliminating wasted build time.

ROI-First Scoping

We kill features that do not generate measurable value. Every automation earns its place by proving ROI before it enters the build queue.

Knowledge Transfer

Your team can maintain the system independently after handoff. We build capability, not dependency. Documentation and training are non-negotiable.

Timeline

Your 6-Week Roadmap

Discovery

Wk 1

Strategy

Wk 1-2

Build

Wk 2-4

Test

Wk 4-5

Train

Wk 5-6

Support

Wk 6+

FAQ

Common Questions

Most projects are completed within 2-6 weeks, depending on complexity. A single-platform automation might take 2 weeks, while a multi-system enterprise integration with AI agents typically requires 4-6 weeks. We scope timelines precisely during the Discovery phase so there are no surprises.

Scope changes happen -- we plan for them. Our sprint-based approach means we reassess priorities every week. If new requirements emerge, we evaluate them against ROI, adjust the roadmap transparently, and communicate any timeline or budget implications before proceeding. No hidden change-order fees.

Minimal. Expect roughly 2-4 hours per week from your key stakeholder during the build phase, primarily for sprint demos and quick questions. The kickoff call and training sessions require more focused time, but we schedule around your availability.

Our core stack includes n8n, Make.com, and Zapier for orchestration; OpenAI, Claude, and Gemini for AI; Airtable, GoHighLevel, and Salesforce for data; and Vapi, Synthflow, and Voiceflow for voice AI. We select tools based on your existing stack and specific requirements -- never force a one-size-fits-all solution.

Every project includes 30 days of post-launch support at no additional cost. During this period, we monitor all workflows, fix any issues immediately, and optimize performance. After 30 days, you can continue with an optional retainer for ongoing monitoring and optimization, or your trained team can handle maintenance independently.

Next Steps

Ready to Get Started?

Pick your path. Whether you need pricing clarity, want to explore past results, or are ready to talk -- we make the next step easy.

Ready to eliminate manual work?

Let's Build Something
That Compounds.

Every week you delay automation, you're burning budget on tasks a system could handle in seconds. Let's talk about what that system looks like for you.

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