Free call
A 30-minute call to learn how your business runs, which tools you use, and where the time goes.
YouTell us what’s slowing you down.
WeSpot the tasks worth automating first.
Home / How it works
How it worksA clear process with no surprises
From the first call to a finished setup, here’s exactly what happens and what we’ll need from you.
Plan and quote
We write down exactly what we’ll build and send a fixed quote, usually within two business days.
YouReview the plan and approve the quote.
WeMap the steps and pick the right tools.
Build and test
We build the setup, test it with your real information, and show you progress along the way.
YouShare access to the tools involved.
WeBuild, test, and fix anything that’s off.
Launch and support
We walk you through everything, hand over the logins and instructions, and fix any issues during your fix window.
YouStart using it day to day.
WeStay on call for fixes and questions.
What we’ll need from you
- Access to the tools involved (we’ll show you how to share it safely)
- A few real examples, like a sample lead or invoice
- About 30 minutes for the walkthrough at the end
What you get at the end
- A working setup, tested with your data
- Plain-English instructions
- All accounts and logins in your name
- A fix window after launch
Ready to hand off the busywork?
Tell us what’s eating your time. We’ll reply within one business day with next steps.