Our Process
From strategy session to go-live in ~14 days on average (depending on scope). See how we deliver enterprise-grade automation—with zero downtime and full team training.
Implementation Blueprint
How we deliver measurable results fast
Strategy session to map goals, tools, and volumes
We understand your current workflow, identify bottlenecks, and map your existing tech stack to determine the fastest path to ROI.
Plan scope and KPI baselines
Define project scope, set measurable KPI baselines, and create a detailed implementation roadmap tailored to your business goals.
Build and connect to your stack
Develop custom workflows and integrations, connecting all your tools to work seamlessly together without disrupting current operations.
Test with your data and refine scripts and prompts
Run comprehensive tests with your actual data, fine-tune automation rules, and optimize AI prompts for maximum accuracy and efficiency.
Go live, team training, and short Loom SOPs
Launch your new automated workflows, train your team on the new processes, and provide documented SOPs for ongoing maintenance.
Zero downtime. Full access to your custom automations with ongoing support.
Book a FREE strategy sessionWhy Our Process Works
Built for small businesses that need enterprise results without enterprise timelines
Quick Deployment
Rapid deployment—~14 days on average depending on scope—means faster ROI and less disruption to your daily operations.
Zero Downtime
We build and test everything in parallel environments—no interruptions to your current workflows.
Complete Team Training
Live handoff sessions plus short Loom SOPs ensure your team is fully productive within a week.
Results-Focused Partnership
We establish clear success metrics and work until you're satisfied. No legal guarantees—just accountable, measurable progress.
Ready to see this process in action?
Start with a 30-minute strategy session to map your fastest path to ROI.
30-minute strategy session includes custom automation recommendations for your business.