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The Process — no surprises, by design

You approve the plan before we build a thing.

Most AI projects die from vague scope — Gartner puts the coming cancellation rate above 40%. Our process is built to be the opposite: one workflow, a written plan, a number to beat, and everything in your name.

  1. WEEK 0
    FREE · 2 MIN

    The Operations Audit

    Six questions map where your operation leaks leads and hours. If the numbers don’t justify a build, we say so — about a third of audits end with “not yet, do these two things yourself first.”

    YOU GETYour leak map + matching playbooks
  2. WEEK 1
    1 CALL · 45 MIN

    Deep-dive and scope

    We watch how the work actually happens — where leads arrive, who touches them, what gets retyped. Then we pick the one workflow with the clearest return and define the number it has to move.

    YOU GETA written scope with one success metric
  3. WEEK 2
    YOUR DECISION

    You approve the plan

    Fixed scope, fixed timeline, exactly what gets built, what it connects to, what data it touches, and what it costs. You approve it — or walk away with the plan for free. Nothing starts without your sign-off.

    YOU GETThe build plan, yours either way
  4. WEEK 3–5
    OUR SPRINT

    We build and secure it

    Agents, automations, and integrations built inside accounts opened in your name. Security is part of the build, not an afterthought: minimal collection, 2FA, Canadian data residency where available.

    YOU GETWeekly progress note, no meetings required
  5. WEEK 5
    REAL TRAFFIC

    Live test against your baseline

    The system runs on real leads while we watch. Response times, bookings, and hours saved are measured against the numbers from week 1 — not against a demo.

    YOU GETA before/after report on your metric
  6. WEEK 6
    HANDOVER

    You own it

    Training for your team, every login and document handed over, the data map in writing. Keep us on a light support plan or run it yourself — it works either way, because it’s built in your accounts.

    YOU GETThe keys. All of them.

Three rules we don’t break.

01

One workflow at a time

We never boil the ocean. Each build targets a single measurable workflow, proves it, then earns the next one.

02

Secure by default

Minimal data collection, Canadian residency where available, 2FA on every account, and a written data map at launch. PIPEDA-conscious from day one.

03

You own everything

Every account, login, automation, and line of code in your name. If we part ways, it all keeps running — and it's all yours.

Week 0 starts free

The audit is the first step of the process — and it costs nothing.

Run the Operations Audit
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