Here's exactly what happens when you work with us. No surprises, no hidden steps, no homework for you.
We get on a call and learn how your business actually runs. Where do your leads come from? How do you follow up? What falls through the cracks? We'll walk you through the system live and run your numbers through our ROI calculator so you can see the potential impact.
By the end of the call, you'll know exactly what the system does and whether it's the right fit. No pressure, no pitch tricks.
We take everything from the discovery call and configure the entire system around your business. Your company name, your services, your pricing, your email templates, your branding. Everything is customized.
Your Google Sheet is set up with your services, pricing tiers, team members, and settings.
Every scenario is connected and tested with your Gmail, Calendly, and other tools.
Email templates and AI prompts are tuned to sound like your company, not a robot.
Tally forms, Google Sheets, Gmail, Calendly, and any other tools you use.
We get on a call and run a fake lead through the entire system together. You watch it capture the lead, score it, send the AI response, trigger the nurture sequence, generate an estimate, and create a proposal. You see every step working with your own data.
We fix anything that doesn't feel right. Tweak the email tone. Adjust the follow-up timing. Make sure everything matches how you want your business to operate.
We flip the switch. Real leads start flowing through the system. AI responses go out on your schedule. Follow-ups fire automatically. Your dashboard updates in real-time.
You open one tab in the morning and know exactly where everything stands.
For the first 30 days, we're available for any questions, adjustments, or tweaks. After that, your monthly retainer covers ongoing maintenance, scenario updates as your business evolves, and support whenever you need it.
Short version: you give us the basics, we do everything else.
Your company name, contact info, and branding. Your list of services and rough pricing. A Gmail account and Google account. A Calendly link (we'll help set one up if needed). 30 minutes for the discovery call and 45 minutes for the test drive.
Full system setup and configuration. All 31 automation scenarios built and tested. AI prompt engineering for your emails. Integration with all your tools. Custom pricing tiers and estimate logic. Email templates. Testing. Training. Ongoing support.
Book a 30-minute discovery call. We'll learn about your business and show you the system running live.