The Process

How It Works

A clear, fixed-scope process. From first call to live automation in 2-4 weeks.

Day 1 · 30 min

Discovery Call

A focused call to find where your team bleeds time. We map your current workflow step by step and identify the highest-ROI automation candidate.

✓Which repetitive tasks consume the most hours each week?
✓How many people touch the process, and where are the handoffs?
✓Which systems are involved (CRM, accounting, email, spreadsheets)?
✓Where do errors and delays actually happen today?

Days 2-4

Proposal & Scoping

You get a written proposal with a fixed scope and a simple monthly price — no hourly surprises. We define exactly what gets automated and how it plugs into your existing tools.

✓Automation scope: precise inputs, outputs, and integrations
✓Fixed timeline (typically 2-4 weeks) and simple monthly pricing
✓Projected impact: estimated hours saved and accuracy targets
✓A clear list of what we need from you to start

Weeks 1-3

Build & Test

We build the automation against your real data and test it hard before it ever touches production. You see progress, not a black box.

✓Built and tuned on samples of your actual documents/data
✓Integration testing with your live tools (sandbox first)
✓Edge-case handling so unusual inputs don't break it
✓A confidence threshold: anything uncertain is flagged for human review, never guessed

Week 3-4

Deployment & Training

We ship it to production and make sure your team can run it without us. Documentation, a live walkthrough, and a safety net included.

✓Phased rollout — run alongside your manual process first, then cut over
✓Live training session (30-60 min) for the people who use it
✓Plain-English docs and a quick-reference troubleshooting guide
✓30 days of included support for fixes and tuning

Ongoing

Monitor & Optimize

Automations need light upkeep as your business changes. We keep an eye on accuracy and adapt as your process evolves.

✓Monthly performance check-ins and accuracy monitoring
✓Adjustments when your forms, vendors, or tools change
✓Alerts if something needs attention — before it becomes a problem
✓A roadmap of the next automations as you scale

Our Guarantees

Results or Money Back

If the automation doesn't hit the agreed targets within 30 days, we fix it at no extra cost — or you don't pay.

99%+ Accuracy

Every automation is built to human-level reliability, with uncertain cases flagged for review rather than guessed.

Data Security

Encryption in transit and at rest. We work within your systems and follow GDPR practices — your data stays yours.

See this process applied to a real invoice automation build →

Ready to Get Started?

Book a free discovery call and we'll map your first automation.

Schedule Your Free Consultation