From first call to a working system in four steps

1. Discovery call

   We start with a free 30-minute call to understand your current tech stack, your biggest revenue friction points, and what success looks like for your team. We listen and ask questions; there's no pitch.

   30 minutes

2. Audit & roadmap

   We audit your CRM, pipeline, workflows, and integrations, identifying gaps, redundancies, and quick wins. You receive a written roadmap with a clear scope, timeline, and fixed price before any work begins.

   3-5 business days

3. Build & configure

   With scope agreed, we get to work: building pipelines, automating workflows, connecting integrations, and configuring reporting. You get weekly progress updates and a staging review before anything goes live.

   2-10 weeks depending on scope

4. Handoff & ongoing support

   Your team gets a full walkthrough of everything built, documentation, and a training session. From there, most clients continue on a monthly retainer for ongoing optimization, reporting, and CRM health, so nothing drifts back to chaos.

   Ongoing or project close

Curious what a finished build looks like? Browse the case studies, read client reviews, or see everything we build.

Free · 30 minutes · No obligation