FAQ

Frequently Asked Questions

Everything you need to know about our automation services, pricing, implementation process, and hosting options.

About Everyday Workflows

What does Everyday Workflows build?

Custom workflow automation, modern business platforms, AI integrations, and AI agents — plus the software behind them, like CRMs, dashboards, client portals, and internal tools. One senior team builds and manages it all as your fractional technology partner.

Who is Everyday Workflows for?

Growing small and mid-sized businesses that have outpaced their tools — teams in legal, healthcare, real estate, recruiting, hospitality, manufacturing, and professional services that want senior engineers without hiring an internal tech department.

Can SMBs use AI agents without hiring engineers?

Yes. We design, build, and manage AI agents as a service, so no in-house engineering team is required. Your staff gets a working system with SOPs and training; we handle the technical side and ongoing management.

Services & Process

Do I need to switch tools?

No. We plug into your current CRM, phone, calendar, billing, and industry-specific platforms.

How long does a typical automation build take?

Most automations go live within 2–4 weeks depending on scope and complexity. Larger platform work takes longer, and the timeline is fixed in your proposal after discovery. Many clients see impact within weeks of go-live.

Can you train my team?

Yes—live handoff plus short Loom SOPs. Most teams are fully productive within a week.

Is this secure and compliant?

We use least‑privilege access, audit logs, and your platform's security. For messaging and voice, we follow consent, opt‑out, and call‑recording rules.

Pricing & Commitment

How much does custom workflow automation cost?

Cost depends on the number and complexity of systems, data volumes, channels (email/SMS/voice), and custom logic. Every engagement starts with a free 30-minute discovery call, and you receive a fixed price before work begins—no public rate card and no open-ended hourly billing.

Do you publish prices?

We don't—every build is tailored to your goals, tools, and volumes. You'll receive a fixed-price proposal during your discovery call.

What impacts price the most?

Number/complexity of systems, data volumes, channels (email/SMS/voice), and custom logic.

What is your commitment to results?

We work until you're satisfied with the outcomes. Clear success metrics and ongoing optimization are documented in your SOW.

What happens if outcomes take longer?

We continue optimizing and iterating against the agreed success metrics. No legal guarantees—just a results-focused partnership.

How do you measure results?

We use tracked booking links, unique numbers, CRM source tags, automation logs, and before/after benchmarks to attribute outcomes.

Can you support us after launch?

Yes. Managed Automation is available with monitoring, small changes, and monthly reporting—custom priced.

Ownership & Hosting

Who owns the IP?

You own your data, content, and brand assets. We license the custom implementation to you for perpetual internal use. Our underlying frameworks and connectors remain our IP, which is standard for agencies.

Can we stop the retainer and still use the system?

Yes. You can continue to use the deliverables by self hosting. We will provide an export and an optional migration service. Hosted workloads on our cloud require an active plan.

Can we self host from day one?

Yes. We can deploy to AWS, GCP, Azure, or your VPS. There is a one time setup and a lighter maintenance plan for updates and security patches.

What happens if we lapse on payment?

We send notices, provide a 15 day grace period, and offer an export. After the grace period we suspend hosted runtimes. No data is deleted without written approval.

Support

Still have questions?

We're here to help. Book a discovery call to discuss your specific needs and hosting preferences.

Email support
30-min session
Live chat