How It Works

From "I want AI in my business"
to live in 4 steps.

No technical knowledge required. No open-ended proposals. We scope it, price it, build it, and hand it to you — live and running in 2–4 weeks.

1

Step 1 — Free, No Obligation

Discovery & Scoping Call

We start with a free 30-minute call. You tell us what manual work is eating your time — lead follow-up, answering the same customer questions, copying data between systems, pulling weekly reports.

During the call, we identify your single biggest automation opportunity. We ask about the tools you already use (your CRM, email platform, accounting software), how many times a day the problem happens, and what a fix would be worth to you.

What happens on this call:

  • → Map your current manual workflow (we'll draw it out together)
  • → Identify the highest-ROI automation opportunity in your business
  • → Review the tools you use and confirm compatibility
  • → Explain exactly what we'd build and how it would work

Duration: 30 minutes · Cost: Free · No pitch, no pressure

2

Step 2 — Before You Pay Anything

Written Scope + Fixed Price

After the discovery call, we send you a written scope document. It describes exactly what we'll build, what tools it connects to, what it will do step-by-step, and the go-live date.

Alongside the scope, you get a fixed price. No hourly rate, no estimate ranges, no "we'll know more once we dig in." One number. If you're not happy with the scope or the price, you owe nothing — no hard feelings, no invoice.

Your scope document includes:

  • ✓ Exact description of the automation we'll build
  • ✓ Which tools and integrations are included
  • ✓ Step-by-step workflow diagram
  • ✓ Fixed total price (no hourly, no estimates)
  • ✓ Written go-live date — guaranteed
  • ✓ What's out of scope (so there are no surprises)
3

Step 3 — We Do the Work

Build, Test & Approve

Once you approve the scope and pay the first invoice, we start building. You don't need to manage us, attend daily standups, or make technical decisions. We handle everything.

Before we hand anything over, we test it thoroughly against real scenarios — including edge cases and failure states. You'll receive a walk-through demo of the finished automation, and we won't go live until you've approved it.

Week 1

System access, build begins, integrations connected

Week 2

Full build complete, internal testing, edge-case scenarios

Week 2–4

Demo walkthrough, your approval, go-live preparation

4

Step 4 — Your New Reality

Go Live + 30-Day Support

We flip the switch. From this point, the work that used to take 2 hours a day happens in seconds — automatically, every time, whether you're in the office or on vacation.

Every package includes 30 days of post-launch support. If anything behaves unexpectedly in real-world use, we fix it immediately at no extra charge. Growth and Scale clients continue with ongoing monitoring and optimization.

What "live" looks like:

  • ✓ Automation runs 24/7 with zero manual intervention
  • ✓ You get a monitoring dashboard or report showing activity
  • ✓ 30 days of included support — any issues, we fix them
  • ✓ Optional ongoing retainer to expand and optimize over time

Ready to start Step 1?

Tell us what's eating your time. We'll identify your biggest automation opportunity and send you a written scope — free, within 1 business day.

Get my free automation scope