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How It Works

We want to make sure you feel confident in the services we provide. We follow a trusted process to make sure your needs are met and you are left with a finished product you’re happy with.

1. Fit

Before we start any work for you we do a 15 minute fit call. This is to make sure we will be a good fit to work together.

We know there’s a risk you take when you hire us, and to be honest, we take a risk working with you! This call helps us all make sure we are on the same page and that your expectations and our offerings are aligned.

2. Learn

We learn about your business, inside and out.

What tasks take up the most time? What are the most annoying things you have to do? What keeps you up at night because you absolutely have to remember to do it when you get to work in the morning?

You get the idea.

3. Plan

We craft a plan to make your life easier.

We focus on reducing those tedious, mundane, repetitive tasks and automating your systems.

We get your input along the way and once you’ve agreed to the plan, we get to work implementing it for you.

4. Build

We do the heavy lifting of building your automated systems.

We check in along the way to keep you updated on progress.

While we build, you get to spend your time on your employees, clients, growth plans, climbing mountains, drinking coffee or really whatever you want!

5. Train

We train you and your team how to use the automated systems and give you resources to reference back to.

We hate building a kick*ss system, only to see it go unused. It’s a bit like having an incredible *insert sports car of choice here* that you never drive. We want to make sure you’re driving it on the open road!

6. Support

With our CRM services we offer optional ongoing maintenance, optimization and support.

Much like taking your car to the shop, or getting regular oil changes, we make sure your system continues to function like a well oiled machine. Rather than tinkering under the hood you can focus on getting to your destination.

Ready to learn more?