Our Process: AI That Works for Your Business — End to End
We keep it simple: learn your workflow, install what helps, train your team, then keep improving.
Step 1 — Discover & Plan
We start with how you really work, not a template.
We analyze how your business actually runs—from first contact to job done—and pinpoint the few places where AI will save time or book more calls. You’ll get a short plan with clear “do this first” steps.
What you get
- •Discovery report (workflow + gaps)
- •Prioritized action plan (1–2 pages)
What we need
- •Quick kickoff call
- •View-only access to current forms/CRM (if any)
Step 2 — Build & Install
We install the smallest set of tools that actually move numbers.
We implement the right tools for you: AI sales rep, chatbot & intake, booking systems, follow‑ups, and CRM workflows. Everything is clean, fast, and reversible.
What you get
- •Configured chatbot/intake
- •Booking + follow‑ups
- •CRM logging + workflows
What we need
- •Calendar + CRM access
- •Brand voice examples (optional)
Step 3 — Train & Launch
Your team should be able to use this today, not ‘after training.’
We hand over simple guides and short Looms so your team can use the new system right away—no technical background needed.
What you get
- •Short Loom videos
- •1‑page SOPs
- •Slack/Email launch notes
What we need
- •A point‑of‑contact for a quick live walkthrough
Step 4 — Optimize & Grow
We track outcomes and push the next easy wins.
We track performance, improve what works, and expand AI into new areas (retention, reviews, upsells) as your business grows.
What you get
- •KPI tracking
- •Tuning & experiments
- •Roadmap for next wins
What we need
- •Feedback on what works
- •Basic performance data