Our Process

Your Journey to a Streamlined Business

A clear, proven process that takes you from overwhelmed to automated — with support at every step.

01

Discovery Call

30 minutes

We start with a conversation. No pressure, no sales pitch — just a chance to learn about your business, your current challenges, and where you want to go.

What You'll Get

  • Needs assessment
  • Current tech stack audit
  • Honest recommendation
  • Ballpark pricing

What We Need From You

  • 30 minutes of your time
  • Overview of current tools
  • Your biggest pain points
  • Goals for your business
02

Strategy & Planning

1 week

We map out your entire system — every automation, integration, and workflow. You'll see exactly what we're building before we write a single line.

What You'll Get

  • Custom system roadmap
  • Integration plan
  • Automation workflows mapped
  • Timeline & milestones

What We Need From You

  • Access to current systems
  • Brand guidelines/assets
  • Team member list
  • Feedback on roadmap
03

Build & Configure

2-4 weeks

This is where the magic happens. We build your entire system in Go High Level — CRM, pipelines, automations, integrations, and more.

What You'll Get

  • Full CRM setup
  • Custom pipelines
  • Email/SMS automations
  • Third-party integrations
  • Forms & landing pages

What We Need From You

  • Logins & API keys
  • Email/SMS copy (or we write it)
  • Weekly check-in availability
  • Feedback on progress
04

Launch & Train

1 week

We don't just hand over the keys and disappear. We launch together, train your team, and make sure everyone feels confident.

What You'll Get

  • Live system launch
  • Team training sessions
  • Video documentation
  • Written SOPs

What We Need From You

  • Team availability for training
  • Questions & concerns
  • Final sign-off
05

Ongoing Support

Monthly

Your business evolves, and your systems should too. We stay with you to optimize, update, and scale as you grow.

What You'll Get

  • Monthly check-ins
  • Priority support access
  • System updates & maintenance
  • New feature implementation
  • Performance optimization

What We Need From You

  • Feedback on what's working
  • New ideas & requests
  • Business updates

Let's Build Your System

Book a free discovery call and let's talk about where you are and where you want to go.

Book a Free Call