Our Proven 6-Step Process
From free consultation to ongoing support, we guide you through every step of your automation journey with transparency, thoroughness, and care.
Clear, Transparent, and Thorough
We believe in complete transparency. Here's exactly what to expect at every stage of working with us, from the first conversation to years of ongoing support.
Free 15-Minute Consultation
Talk with a Specialist
Connect with an experienced automations engineer to discuss your challenges and explore what's possible. This is a no-pressure, no-obligation conversation to understand your needs and see if we're a good fit.
What to Expect
- Friendly conversation with an automation specialist (not a sales rep)
- Discussion of your biggest time-consuming tasks
- Quick assessment of automation opportunities
- Honest feedback on whether automation can help
- Next steps only if there's a clear fit
Deliverables
- Clear understanding of your challenges
- Initial assessment of automation potential
- Decision on whether to proceed with an audit
On-Site Audit
We Visit Your Workplace
If there's a fit, we conduct a comprehensive audit of your current systems, software stack, and workflows. We visit your site to truly understand how your business operates and where automation can deliver the greatest impact.
What to Expect
- In-person visit to your workplace
- Deep dive into your current processes and pain points
- Review of your existing software and tech stack
- Observation of daily workflows and bottlenecks
- Interviews with key team members
- Identification of edge cases and special requirements
Deliverables
- Comprehensive understanding of your operations
- Documentation of current workflow inefficiencies
- List of automation opportunities ranked by impact
Custom Action Plan
Receive Your Proposal
We deliver a detailed plan outlining exactly where AI integration and workflow automation will deliver the greatest impact. You'll receive a transparent proposal with clear scope, timeline, and pricing.
What to Expect
- Detailed written proposal delivered to you
- Specific automations recommended with expected ROI
- Clear scope of work and deliverables
- Transparent pricing with no hidden fees
- Estimated timeline for implementation
- Walkthrough call to discuss the proposal
Deliverables
- Custom proposal document
- ROI projections for recommended automations
- Clear pricing and payment schedule
- Implementation timeline
- Opportunity to ask questions and refine scope
Implementation
We Get to Work
Upon approval and deposit, our team builds your custom solution with transparent timelines and regular updates. We handle all the technical complexity while keeping you informed every step of the way.
What to Expect
- Deposit payment to begin work
- Regular progress updates (weekly or bi-weekly)
- Development of your custom automation solutions
- Rigorous testing against edge cases
- Transparent communication throughout
- Opportunities to provide feedback during development
Deliverables
- Fully functional automation solution
- Tested and validated workflows
- Documentation of how the system works
- Ready for deployment and training
Training & Launch
Learn & Go Live
We deliver the finished solution, train your team on how to use it, and ensure a smooth launch. Your team will be confident and capable of using the new system from day one.
What to Expect
- Hands-on training for your team
- Step-by-step walkthrough of the new system
- Documentation and user guides
- Q&A session to address all questions
- Launch support to ensure smooth transition
- Immediate availability for any launch issues
Deliverables
- Trained team ready to use the automation
- Complete system documentation
- User guides and reference materials
- Live, operational automation system
- Confidence that things just work
One Year Free Bug Fixes
Ongoing Support & Peace of Mind
Enjoy peace of mind with a full year of complimentary bug fixes and support. If something isn't working as intended, we fix it at no charge. After the first year, we're available on an hourly rate for support and new features.
What to Expect
- Free bug fixes for any issues that arise
- Quick response times for support requests
- Ongoing communication channel
- Clear distinction between bug fixes (free) and new features (paid)
- Transparent pricing for enhancements after year one
Deliverables
- Reliable, working automation that you can depend on
- Peace of mind with ongoing support
- Clear path for future enhancements
- Long-term partnership for continued success
Typical Project Timeline
While every project is unique, here's a general timeline for most automation implementations.
Week 1
Consultation & Audit
Week 1-2
Proposal & Approval
Week 2-6
Implementation
Week 6-7
Training & Launch
Year 1+
Free Support
Timeline may vary based on project complexity. We provide specific estimates in your custom proposal.
Process FAQs
Common questions about how we work together
How long does the entire process take from start to finish?
It varies based on project complexity. After the audit, we provide a specific timeline in your proposal. Simple automations can be completed in 1-2 weeks, while complex multi-system integrations may take 4-8 weeks. We always provide realistic timelines and keep you updated on progress.
What happens during the on-site audit?
We spend a full day at your workplace observing your workflows, talking with your team, and understanding your systems. We're looking for inefficiencies, bottlenecks, and opportunities where automation can make the biggest impact. It's a collaborative, thorough process to ensure we truly understand your business.
Do I have to commit after the free consultation?
Absolutely not. The 15-minute consultation is genuinely no-obligation. If we don't think automation is a good fit for you, we'll tell you honestly. We only proceed to the audit if both parties agree there's real potential for improvement.
What's the difference between a bug fix and a new feature?
A bug fix addresses issues where the automation isn't working as originally intended or specified. These are free for one year. A new feature adds functionality beyond the original scope. For example, if we built an invoice automation and it stops working, that's a bug fix (free). If you want to add payment reminders, that's a new feature (paid hourly rate).
How do you handle changes during implementation?
Minor adjustments within the original scope are included. Significant scope changes are discussed transparently, and we provide updated timelines and pricing if needed. We're flexible and collaborative, but also transparent about what constitutes scope creep.
What if I'm not happy with the solution?
We stand behind our work. If the automation doesn't solve the problem we promised to solve, we make it right. Our goal is solutions that work, not one-time sales. We don't deliver something that doesn't work.
Can I start with a small project and expand later?
Absolutely. Many clients start with one targeted automation to see the results, then expand to other areas of their business. Starting small is a smart way to build confidence and see ROI quickly.
What technology do you use?
We use proven, reliable platforms like Zapier, Make (Integromat), Microsoft Power Automate, and custom software development when needed. We only use technology we've personally battle-tested in our own businesses. No experimental tools or risky platforms.
Ready to Get Started?
Let's begin with a free 15-minute consultation. No pressure, no obligation—just an honest conversation about how automation can help your business.