How it Works
From call to launch in under a week.
A transparent, four-step process.
- Step 1
Discovery Call (30 min)
- We hop on Zoom to map your current lead flow
- Identify pain points, tools, and goals
- You share form examples and CRM fields
01 - Step 2
Automation Blueprint
- Within 2 business days, we deliver a visual map
- Shows triggers → conditions → actions
- You approve before we build
02 - Step 3
Build & Test
- We build in your sandbox or our test environment
- Run 5–10 test leads
- You verify accuracy
03 - Step 4
Launch & Train
- We turn everything on
- Provide Loom videos + Notion SOPs
- 30 days of free support after launch
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