How We Work Together

A clear, transparent, repeatable process designed to deliver results without the tech headaches.

01

Free Automation & Marketing Audit

30-60 minutes

We start with a deep-dive conversation about your business, current marketing, and pain points.

What Happens:

  • Review your existing marketing systems and tools
  • Identify bottlenecks and missed opportunities
  • Understand your customer journey and sales process
  • Discuss your goals and growth targets
  • No pressure, no obligation—just honest insights
02

Strategy & Systems Blueprint

1-2 weeks

We create a detailed roadmap showing exactly how automation will work in your business.

What Happens:

  • Visual automation workflow map
  • Prioritized recommendations based on ROI
  • Tool and platform recommendations
  • Timeline and implementation phases
  • Clear deliverables and success metrics
03

Build & Implement

2-6 weeks (depending on scope)

We handle all the technical heavy lifting while keeping you informed every step of the way.

What Happens:

  • CRM and tool setup/configuration
  • Automation workflow development in N8N or other platforms
  • Integration of all your marketing tools
  • Thorough testing and quality assurance
  • Documentation of every automation
04

Launch, Train & Monitor

1-2 weeks

Your automations go live, and we make sure you and your team know how everything works.

What Happens:

  • Smooth launch with minimal disruption
  • Team training on new systems
  • Real-time monitoring during launch phase
  • Quick adjustments based on initial performance
  • Ongoing support and troubleshooting
05

Optimize & Scale

Ongoing

We continuously improve your systems based on data, feedback, and business growth.

What Happens:

  • Regular performance reviews and reporting
  • A/B testing and optimization
  • New automation opportunities as you grow
  • Seasonal campaign adjustments
  • Long-term partnership and support

Our Working Principles

These commitments guide everything we do.

Clear Communication

No tech jargon. We explain everything in plain English and keep you updated throughout the process.

Full Documentation

Every automation is documented. You'll understand how your systems work and can modify them anytime.

Transparent Timelines

We set realistic expectations and deliver on time. No surprises, no overpromising.

Flexible Scaling

Start small and grow. You don't need to automate everything at once—we build based on your priorities.

No Vendor Lock-In. No Black Boxes.

Everything we build is fully documented and belongs to you. You'll always understand how your automations work, and you can modify or expand them anytime—with or without us.

We succeed when you succeed. That's why we focus on building transparent, maintainable systems that grow with your business.

Ready to Get Started?

Book your free automation audit and let's map out what's possible for your business.