From operational chaos to automated infrastructure in 4–6 weeks.

Here's exactly how the engagement runs — what we do, what you do, and what you walk away with.

Week 0

Discovery & Audit

  • →30-minute discovery call — no pitch, just context
  • →60–90 minute business audit (free, yours to keep)
  • →Audit deliverable: prioritized fix map
  • →Scope of work drafted if we're moving forward
Week 1

Foundation

  • →GoHighLevel (or chosen CRM) account setup
  • →Integration with existing tools and calendar
  • →Pipeline architecture designed and reviewed with you
  • →Data migration kickoff
Weeks 2–3

Build

  • →Automation build — lead capture, onboarding, follow-up
  • →Email and SMS sequences written and wired
  • →Intake forms and client-facing touchpoints
  • →Internal SOPs drafted alongside the build
Weeks 4–5

Integration & Test

  • →End-to-end testing with real scenarios
  • →Team walkthrough — you learn every part of the system
  • →Documentation and knowledge base handoff
  • →Edge cases identified and addressed
Week 6

Launch & Handoff

  • →System goes live
  • →30-day support window (questions, tweaks, troubleshooting)
  • →Optional retainer engagement kicks in
  • →You own everything — accounts, data, documentation

How we work together.

01

You're in the room.

This is built with you, not handed down. You learn the system as it's built — so you're not dependent on us to explain it later.

02

You own everything.

All accounts, all data, all documentation. No lock-in. If you want to take it somewhere else, you can. Nothing is held hostage.

03

No surprise scope.

What's in the SOW is what gets built. Add-ons are quoted separately, in writing, before anything moves. You won't get an invoice you didn't expect.

After the build.

Once the system is live, you have two paths. Take it and run it yourself — you have the SOPs and the training to do exactly that. Or keep us on retainer for ongoing back-office support, system maintenance, and the next phase of build. No pressure on which you choose. The whole point of the handoff is that you don't need us to keep going.

See what day-to-day ops support looks like

Ready to start with week zero?

Book the discovery call. It's free. Even if you don't hire us, you walk away with clarity on what to fix first.

Book Your Discovery Call