How we work
Four steps, from the first call to a system that keeps running. You always know what we are doing, what you need to do, and what you get next.
Discover
A short call to understand how your business runs and pick the first thing worth automating.
- What you do
- Walk us through how leads, orders or documents move today, and where time is lost.
- What we do
- Map the process, find the first system worth building, and scope it in writing.
- What you get
- A written scope: what we build first, what it connects to, and what it should change.
Pilot
We build the first system on your real data and run it with a small part of your work.
- What you do
- Give access to the tools in scope and review the pilot with us.
- What we do
- Build, connect and test on your real data, with your team in the loop.
- What you get
- A working pilot you can judge on real results before rolling it out.
Roll out
Once the pilot works, we extend it to the rest of the team and the channels in scope.
- What you do
- Bring the rest of the team on board and agree the hand-off rules.
- What we do
- Extend the system, train your team, and set up reporting.
- What you get
- A live system across your team, with reports on what it handles.
Support
We monitor, fix and improve the system, and add the next piece when you are ready.
- What you do
- Tell us what is working and what should come next.
- What we do
- Watch the system, fix issues, and improve it over time.
- What you get
- A system that keeps working, and a clear view of what to build next.
What we need from you
- One person who owns the process and can make decisions
- Access to the tools in scope, granted from your accounts
- Real examples to build and test on: messages, calls or documents
- Time with your team for a pilot review and training
Every engagement includes
- A written scope before any build starts
- A pilot on your real data before roll out
- Training for the people who will use the system
- Reports on what the system handles
- Monitoring, fixes and improvements after launch
We work inside your own data, phone number and Meta and Google accounts. A mutual NDA is available on request. How we handle your data