How it works
From first conversation to a system that runs itself
A straightforward process in four steps. You stay in control of what is automated and what the customer sees.
01 — The process
You talk. We build. It runs.
Step 1: Tell Us About Your Business
We learn how your business currently handles enquiries, follow-ups, bookings and customer communication.
Step 2: Configure Your Automation System
We configure the supported workflows, forms, pipeline and communication tools for your business.
Step 3: Test Before Going Live
We test the agreed workflows, notification routing and customer journeys before launch.
Step 4: Run and Improve
Your system runs continuously, while we provide agreed support and troubleshoot issues within the subscription scope.
About timing. Implementation time depends on integrations, access permissions and the agreed configuration. We confirm an expected timeline after the discovery call rather than promising a fixed number of days upfront.
02 — What we need from you
Keep it light on your side
- Access to your existing website, booking system or CRM, where relevant
- A description of your current process: how enquiries arrive and what happens next
- Brand details such as logo, tone of voice and the wording you want customers to see
- Your service or product information, so messages and FAQs are accurate
- Someone on your side who can approve workflows and answer questions
03 — After you book a call
What happens next
- We talk through how your business handles enquiries, bookings and follow-up today.
- We recommend which workflows may be worth setting up, and which are not needed.
- We send a written scope of what is included before anything starts.
- You decide whether to go ahead. There is no obligation to proceed.
Go home at 7. We’ll take the night shift.
A free call to map where your enquiries, bookings and follow-ups are slipping — and what we’d automate first.